INSIGHT Web-Based Education (On Demand)
INSIGHT Recordings
Fueling Power BI with Your Stratum Data 2025-07-31
Are you using Power BI to build your company’s visual dashboards? Don’t miss this hands‐on session where you’ll learn how Stratum’s Access Hub can take your Power BI reporting to the next level. We’ll walk you through the entire process‐from connecting Stratum data to Power BI, to building interactive, drill‐through dashboards that highlight your most critical KPIs and metrics. Discover how to create dynamic Power BI visualizations that transform your Stratum data into actionable insights!
Fueling Power BI with Your Stratum Data 2025-07-31
Are you using Power BI to build your company’s visual dashboards? Don’t miss this hands‐on session where you’ll learn how Stratum’s Access Hub can take your Power BI reporting to the next level. We’ll walk you through the entire process‐from connecting Stratum data to Power BI, to building interactive, drill‐through dashboards that highlight your most critical KPIs and metrics. Discover how to create dynamic Power BI visualizations that transform your Stratum data into actionable insights!
Data Copy & Planning 2025-06-05
Tune in to see how easy it is to put a sales plan into Stratum and measure your performance to plan without having to go back and forth between multiple spreadsheets or apps! We also show you how more Stratum customers are bringing their sales planning data into Stratum from Excel to create multi-level plans. Plus, we show you how you can take advantage of Stratum’s Data Copy function to easily “seed” your sales budgets and forecasts with existing Stratum data. Take the hassle out of sales planning even further with the Stratum software you already own today!
Importing Data Into Stratum with the Analyst Hub 2025-01-30
Tune into this session to see how easy it is to bring data into Stratum from Excel. We show some examples of loading in sales planning data from Excel into the Stratum Data Hub to create multi-level plans. We also show you how you can use Excel to easily maintain and update Master File attributes about products, locations, product classes, etc., in your Stratum reports and as drill-down dimensions in your Stratum analytical views.
View the Importing Data Into Stratum with the Analyst Hub Video
Stratum’s Access Hub: Power BI & Excel Connectors 2024-12-9
If you use Power BI for building visual dashboards and Excel for creating sales and other plans, we invite you to tune into this session to learn more about Stratum’s Access Hub! During it, we take you step‐by‐step through the process of creating and displaying drill‐through visualizations of Stratum data within a Power BI report. You’ll also see how easy it is to request information from Stratum when working on your sales plans and budgets in Excel … and then push updated plan and budget information back into the Stratum data hub. The ultimate focus of this video is on how to build the right views for both the Power BI and Excel connectors.
View the Stratum’s Access Hub: Power BI & Excel Connectors Video
Creating Impactful Dashboards 2025-03-13
We invite you to tune into this session and discover the high-impact charting features offered in Stratum Dashboards. During the class, we highlight several ways to visually showcase your data using gauges and a variety of other charting options. We offer up some best practices relative to what’s too much or too little when it comes to visualizing your data. We show you how to structure your charts so you can easily jump to views to see the underlying detail, and so much more!
Building Graphical Dashboards in Stratum: Best Practices 2024-09-12
Tune into this session and discover the new charting features offered in Stratum Dashboards. During the class we highlight several ways to visually showcase your data using gauges and a variety of other charting options. We offer up some best practices relative to what’s too much or too little when it comes to charting your data. We show you how to structure your charts so you can easily jump to views to see the underlying detail. And so much more!
View the Building Graphical Dashboards in Stratum: Best Practices Video
Stratum Year-End Maintenance 2024-11-21
Make sure your Stratum environment is ready for the new year by tuning into this session! We walk through the items to verify so you are ready for 2025, including new tables and calendars for new year review, calculations referencing previous periods, Connector updates, etc. Plus, we offer suggestions for getting your year-end tasks completed as efficiently and effectively as possible.
Stratum 7.6 – A Preview 2025-02-27
Don’t miss out on this INSIGHT session as we review our latest Stratum release! During it, we cover numerous new options for importing data into Stratum, including the use of SQL Server databases, text files, and CSV files as sources. We show you how you can initiate cloud imports from Azure sources and the mapping templates being provided to help you do so. We also preview a few new menus for administrators to make their jobs easier, along with a highly requested utility for previewing Stratum data in a tabular database.
Stratum 7.5 ‐ A Review 2025-02-13
If you are not currently using Stratum 7.5, we invite you to tune into this session for a review of its key features, including its new glossary that provides a broader understanding of the data included in your Stratum reports. With the Stratum Glossary, you can now answer questions like: “How is the Actual Sales Gross Margin Amount calculated in this view?” “What does Product Category Role data represent?” and much more. We also show you how you can fine-tune your reports with new filter types and easily monitor Key Performance Indicator (KPI) trends.
Stratum View Management 2025-05-22
Ever feel like your Stratum views are multiplying by leaps and mounds, making it difficult to figure out what views you have, what information’s in them, and how you can best organize them for easy access and viewing? Tune into this pre–recorded session to discover numerous tips and tricks for managing and archiving your Stratum views. It’s sure to save you a whole lot of frustration and time so you can focus more on gleaning killer insights from your Stratum data!
Stratum Calculations Review 2025-04-10
Interested in learning what Stratum Calculations are all about and how you can set up frequently used, specialized calculations for your own Stratum views and reports? In this session, we provide a review of the Stratum Calculations utility, along with the application’s numerous built-in functions for quick counts and a host of other standard analytical business computations.
Updating Views from Existing Global Views 2024-10-10
This session is a must-attend for both casual and advanced users! During it, we will focus on best practices for using Stratum’s View Explorer to make quick updates to your existing views and then save them as Personal or Shared views with others. We will also show you how to turn a time range view to a time hierarchy and will cover a number of other tips and tricks for managing and maintaining the Stratum views you rely on.
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