When
3-Day Course, Group Live
320 N Sangamon St.
Suite 700
Chicago, IL 60607
Available Dates
- August 8 – 10, 2023
- TBD for 2024
Course Description
Axiom software elevates finance professionals’ performance by leveraging real-time data to acquire insights, accelerate informed decisions, and advance their plans. Axiom transforms data into intelligence and strategies through dashboards, web, visualizations in Power BI, and spreadsheet reports. During this interactive course, you will learn best practices for creating reports that can be shared across your organization. You will receive hands-on practice navigating the Report Wizard and creating queries, creating web reports, and applying security to your reports. Additionally, you will learn how to distribute reports manually and automatically using Scheduler Jobs.
Audience
Primary Users, Data Analysts, Report Writers, Report Modifiers, Report Users
Prerequisite Courses
Axiom Essentials OR Axiom Academy Certification – System Administration (before April 2022)
Advanced Preparation
None
Program Level
Intermediate
Field of Study
Computer Software & Applications
Learning Objectives
At the conclusion of each module, learners will be able to:
- Define Axiom Intelligence
- List options for creating spreadsheet reports
- Create Account Detail Report
- Create Account Category Report
- Create Variance Report
- Identify relationship between spreadsheet report interfaces
- Configure Sheet Assistant settings
- Generate an Account Detail report using the Rebuild Refresh Type
- Add Views and Refresh Variables to a spreadsheet report
- Differentiate Update Only and Rebuild reports
- Write an Update Only Query in the Axiom System
- Define Axiom filters
- List Axiom filter order of operations
- Apply data filters to Axiom Queries
- Define a Horizontal Query
- Identify uses for Horizontal Query
- Create a Horizontal Query report
- Define how Axiom Security affects report access
- Define how Axiom Security affects data refresh
- List options for desktop client report distribution
- Add File Processing to a report
- Create a Scheduler job to distribute a report
- Navigate to the Report Center
- Create a web basic report
- Convert a spreadsheet report to a web report
- Define Visualization Reports
- Identify uses for Visualization Reports
CPE Credits available
Up to 6 CPE credit
This course is a requirement for the following certifications
- Axiom Primary Users Certification
- Axiom Financial Analyst Certification
- Axiom Reporting Certification
Previous Axiom Academy Certification courses:
If you completed “Axiom Academy Certification – Fundamentals and Report Writing” before April 2022, you have already learned concepts that are addressed in this course.
Registration Instructions
This course is included in the following certification programs:
- Axiom Primary Users Certification – $3,000 ($3,750 value)
- Axiom Financial Analyst Certification – $2,250
- Axiom Reporting Certification – $1,875
If you have questions about purchasing Syntellis Academy courses outside of our Certification packages, please contact Bri Boutelle, Services Sales Representative at bboutelle@syntellis.com or syntellisacademy@syntellis.com.
For more information regarding administrative policies such as complaints and refunds, please contact syntellisacademy@syntellis.com.
Syntellis Performance Solutions, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.