Essentials II in Microsoft Forecaster 7.0

The two-day Microsoft Forecaster 7.0: Essentials II training material includes the essentials to creating and maintaining boardroom quality reports. Individuals create reports such as income statements, variance reports, consolidating reports, detail reports and receive an overview of report distribution.

Audience
Essentials II is recommended for users and partners who will be using or implementing Microsoft Forecaster 7.0.
This training material, plus Essentials I and Supplemental Training is the recommended learning plan for new budget administrators and partners.

At Training Material Completion
After completing this training material, individuals should be able to:

• Review Segments, Periods and Rollups

• Review report design building blocks

• Create summary and detailed Income Statements

• Build Variance reports

• Explore report maintenance

• Discuss troubleshooting techniques and design tips

• Review additional report formatting and options

• Discuss Rollup structures and modify Rollups

• Design Side-by-Side consolidation reports

• Combine multiple segments in rows and columns

• Build detail reports

• Discuss Sample Reports

• Build reports in a three segment database

Prerequisites
Microsoft Forecaster 7.0 Essentials I is recommended but not a prerequisite.  Individuals should have a financial or accounting background and already understand budgeting and reporting.