WorkBooks in Bi4Cloud provides acces to easy to use tabular reports and dashboards on the data in your accounting system. We deliver these as pre-built Workbooks ready for immediate use or for you to copy and customise. This primer gives you a fast start on how to use them.
Fast links
3. Open WorkBook change dimesion
Getting there
You will see a login screen like this.
Use your Bi4Cloud credentials to login. You will be presented with the following screen. You access WorkBooks by clicking the icon for the particular company. If you have Bi4Cloud Classic reports these are available under the Classic Reports button.
Click the WorkBooks button and a WorkBook Selection screen is displayed.
If your WorkBook Selection screen does not launch you need to check if you have pop-ups enabled for my.bi4cloud.com . Here are link to allow popups in common browsers
The following Quick Help animations will help get you started.
| Change Company | Filter WorkBook | Learn More
Open a WorkBook | Select Another WorkBook | Return to WorkBook Selector Page
Open WorkBook at Specific Report Tab | Change Analyse Dimension
We could not save the changes in the WorkBook because it is shared and read-only.
You need to take a copy of it.
Copy read-only WorkBook Edit/Save | Delete a WorkBook
Once Copied you need Save the WorkBook. Make you edits and save again
There are more details of WorkBook features in the article Using WorkBooks