axiom training
Training

Axiom Intelligence - Spreadsheet

When

Where

3-Day Online Course, Group Internet Based

Available Dates

  • January 21 – 23, 2025
  • February 25 – 27, 2025  

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 spreadsheet reports from a blank sheet, and applying security to your reports. Additionally, you will learn how to distribute reports manually and automatically using Scheduler Jobs.

 

Course Information

  • 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 
  • CPE Credits: Up to 6 CPE credits. Refer to the Strata Academy homepage for more information. 

 


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

Registration Instructions & Pricing

This course is included in the following certification programs:

To purchase one of the above certification packages in Strata Academy, follow the steps in the Sign Up Guide. If you have questions about purchasing Strata Academy courses outside of our Certification packages, please contact Bri Boutelle, Services Sales Representative at bboutelle@stratadecision.com or strataacademy@stratadecision.com.

For more information regarding administrative policies such as complaints and refunds, please contact strataacademy@stratadecision.com.

 

Communications

After your registration in this course is confirmed, you will receive several emails:

  • A calendar invitation for the course with Zoom information.  

  • Closer to the course date, your instructor will email you information on your assigned Axiom training system. If you encounter any issues, email strataacademy@stratadecision.com.