INSIGHT Web-Based Education (On Demand)
INSIGHT Recordings
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.
Stratum Access Hub: Accessing Stratum with Power BI 2025-03-27
If you use Power BI for building visual dashboards, 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 bringing data into Power BI and creating and displaying drill‐through visualizations of it within a Power BI report. Discover how to build the right views of Stratum data to showcase your KPIs and other business metrics in your Power BI visualizations!
View the Stratum Access Hub: Accessing Stratum with Power BI 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!
Stratum Access Hub: Accessing Stratum with Power BI 2025-03-27
If you use Power BI for building visual dashboards, 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 bringing data into Power BI and creating and displaying drill‐through visualizations of it within a Power BI report. Discover how to build the right views of Stratum data to showcase your KPIs and other business metrics in your Power BI visualizations!
View the Stratum Access Hub: Accessing Stratum with Power BI Video
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 & Updating Plans in Stratum 2024-12-05
Tune into this session 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 show you how more Stratum customers are bringing their sales planning data into Stratum from Excel to create (and update!) 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 Stratum software you already own today!
Automating Stratum Report Delivery & Alerts 2024-06-06
This INSIGHT class covers all the steps you need to easily deliver Stratum reports and alerts to key users throughout your business using part of the Stratum Access Hub formerly known as the Stratum Broadcast Manager. During it, we show you how to distribute views via email and file share, along with the most optimal way to build alerts in Stratum that notify folks about business events that require their attention. This is a must attend for anyone tasked with communicating and sharing Stratum information with small groups or multitudes of people on a regular basis!
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 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 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.
Drilling & Filtering in Stratum 2024-07-25
This session is designed for newer Stratum users. During it, we discuss various ways to drill in a Stratum view and how you can take advantage of drill-to views to uncover even more insight from your data. We also talk about subtotaling in Stratum, as well as best practices for applying and working with filter levels, measures, user lists, and other filtering options!
View Building ‐ Best Practices & Fundamentals for Creating Impactful New Views 2024-06-20
If you’re new to Stratum or looking for a refresher on some of its core functions, you won’t want to miss this info-packed session! During it, we cover a host of best practices for building Stratum views, starting from building a view from scratch and the effort and thought process involved. Primary elements such as dimensions, measures, time-ranges, filtering and sorting are covered. We also show how you can control the cosmetic look of your Stratum views using various display options. In addition, we dish up some tips and tricks for managing and maintaining your views. This is a great session for Stratum newbies and folks looking to refresh their view building and view management skills!
View the View Building ‐ Best Practices & Fundamentals for Creating Impactful New Views Video
New Tips & Tricks for Stratum 2024-05-23
There are so many things you can do in Stratum, but perhaps you’re not familiar with all of them! In this session, we cover some key tips and tricks that you may not be aware of, including cool ways to search for Stratum views, tips for including multiple values in your search selections, ways to paste search values, how to show dimensions descriptions and not values, best practices for overriding view page sizes, tips for changing user options and a whole lot more. Tune in to discover some cool things you may not be doing in Stratum today!
Exploring the New Stratum Glossary 2023-07-13
During this session, we deep dive into the new Stratum Glossary that has been added to Stratum (in V7.5) to help you better understand your Stratum data. 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?,” Does this Forecasting data come from one of my corporate business systems, or is it supplied by users?,” and much more. This is a not‐ to‐ miss session not only to learn about the Glossary, but how to set it up, access and navigate it as you explore your Stratum data.