An easy way to show only YTD months or weeks when displaying information with the months or weeks going across the top or down the side.
I wanted to add an update to this post. When I initially suggested that you can use an expression to filter the months to only see those months that have passed and the current month, so that the future months…[Read more]
What is the fastest way to export from Stratum to Excel?
Soooo….my first response is always, do you really need to export? Are you just looking for a calc that you are more comfortable with in excel vs. Stratum. If so, it might save you time overall to do the calc once in Stratum then you can use all the flexibility of Stratum to see what you…[Read more]
I’m assuming you have populated the category and are able to see the working days by at least one level – probably by company. If this is not the case the rest of this post won’t help…. The problem comes when you want to look at the working days by another dim, as you mentioned – customer, rep or region, or some combo of those.
This question came up during a user review session recently. There are two solutions to this. The simplest is to include the Admin View Group in a users User Profile Group. Depending on the level of the user different options will appear in the Admin View Group. These are automatically set by Stratum and provide access to different functions…[Read more]
This question came up in our open question Insight session a couple of weeks ago. The solution is to remove any conditional formatting you have in the view. When a measure has conditional formatting on it Stratum creates a set of merged excel columns so that the formatting can be included. If you remove the conditional format this will not…[Read more]
Make it easy to get to Stratum and a particular view quickly. At our online Insight class today I mentioned I’d show how to add a Stratum as a bookmark or favorite in your browser. My intention is not show how to create the a bookmark, that’s a chrome or IE thing that is easy to do. What I did want to document is how you can have a bookmark…[Read more]
How can I see more detail about a YTD number? In essence we want to drill into a YTD sales measure and see sales for the months. You can do this in Stratum using the hyperlinking capability provided as a Measure property.
As an example we’ll use a simple view showing sales this year vs. last year for a rolling 3 months, current month and year…[Read more]
Changing the Excel font and size for exports can be done in the Admin Utilities in the Application function. There is a section called Excel Files – you can select a font and size for excel exports here. The common request has been to use a smaller point size to allow for more data on the Excel sheet.
Yes! We just finished up an Insight class on this topic. You can register for these classes right off the homepage of Stratum or by gong to Silvon.com and checking out the Resources section. Also most of the Insight classes presented in the last year or so are available in the Archives section.
I mentioned I’d include some of the excel formula…[Read more]
I’ve got a few different ideas – ranging from (IMHO) from good to bad…..
1. Stratum InfoCenter is a Stratum add on that allows you to see a bunch of info about who is using which views, when and how often. This works off the web log so it tracks anytime a view is run. Information pertaining to master file data, users and some other stuff is…[Read more]
I want to compare this year vs. last year with months going down the side and see the % of sales ratio.
We get this question from time to time and it’s pretty easy to do. You could do this by describing 24 separate measures and then adding 12 more for a total of 36 that do the calculation between the last year and this year sales. But there is…[Read more]