INSIGHT Web-Based Education (On Demand)
INSIGHT Recordings
Using the Stratum Excel Connector to Build Excel Pivot Tables & Charts 2023-11-16
Downloading data from Stratum views into Excel can be time‐consuming and tedious ‐ but by using Stratum’s Excel Add-In, it’s a snap. This session concentrates on using the powerful Stratum Excel Add-In to download data from Stratum views directly, without needing to use the Stratum interface at all. You’ll see a new Excel spreadsheet get populated from a Stratum view and then we’ll use that data in Excel’s useful features such as a pivot‐table and visualizations / charts. We also go into the options to set up refresh options when the file is opened, and we’ll show you how you can upload data directly into Stratum from that same Excel spreadsheet.
View the Using the Stratum Excel Connector to Build Excel Pivot Tables & Charts Video
Creating Power BI Visuals Using Stratum’s Power BI Add-In 2023-11-09
If you use Power BI for building visual dashboards, you don’t want to miss this session! During it, we take you step-by-step through the process of creating and displaying 3-to-4 drill-through visualizations of Stratum data within a Power BI report. Come see how easy it is to leverage your Stratum data in powerfully interactive, highly visual dashboards that bring your data to life!
View the Creating Power BI Visuals Using Stratum’s Power BI Add-In Video
Creating & Maintaining Your Stratum Views 2023-10-19
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!
Stratum 7.2 to 7.5 - A Review 2023-10-05
So many new features and enhancements have been added to Stratum over the past few years to make the tool more robust and streamlined to use. In this session, we review and demonstrate some of the key capabilities that have been added in Stratum 7.2 through 7.5, including Master Data Augmentation and User Controlled Attribute functionality to supplement your core Stratum data; the new Stratum View Pane with tabs to browse to Favorites, Recents, or All views; the popular Stratum Add-Ins for Excel & Power BI; the ability to do charting in Stratum Dashboards; a widely requested Stratum Glossary that shows you more details about the data behind your Stratum views; as well as new options for adding KPI data to your views. Tune in to check it out!
Using the Stratum Excel Connector to Build Excel Pivot Tables & Charts 2023-11-16
Downloading data from Stratum views into Excel can be time‐consuming and tedious ‐ but by using Stratum’s Excel Add-In, it’s a snap. This session concentrates on using the powerful Stratum Excel Add-In to download data from Stratum views directly, without needing to use the Stratum interface at all. You’ll see a new Excel spreadsheet get populated from a Stratum view and then we’ll use that data in Excel’s useful features such as a pivot‐table and visualizations / charts. We also go into the options to set up refresh options when the file is opened, and we’ll show you how you can upload data directly into Stratum from that same Excel spreadsheet.
View the Using the Stratum Excel Connector to Build Excel Pivot Tables & Charts Video
Connecting to Stratum with Excel & Power BI 2023-09-07
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! 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 session is on how to build the right views for both the Power BI and Excel connectors.
Stratum Financial Analysis Review 2023-02-23
Tune into this session to learn how the Financial analytics within Stratum can be used to drive a consensus-based budgeting and planning process for your business; foster improved management of budgets and expenses; and link financial reports with your operational performance metrics. You’ll also learn how to use the new Excel Add–In to pull Stratum data into your financial reports, charts and dashboards and automatically refresh that data once your financial reports and visuals have been created.
Importing Sales Plans & Other Data Into Stratum 2022-12-01
This information-packed session is geared toward power users and analysts looking to bring their own data into Stratum for the purpose of analysis. During the class, we show you how you can use the Stratum Data Import facility to import and update planning and cost data from spreadsheets. We also show you how you can 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 views.
View the Importing Sales Plans & Other Data Into Stratum Video
Broadcast Manager — Automating Stratum Report Delivery & Alerts 2023-05-18
This INSIGHT class covers all of the steps you need to easily deliver Stratum reports and alerts to key users throughout your business. We show you how to distribute views via email and file share and the most optimal way to build alerts in Stratum that notify folks about business events that require their attention. In addition, we discuss and show you some of our newest features in Stratum 7.4 for managing broadcast actions.
View the Broadcast Manager — Automating Stratum Report Delivery & Alerts Video
Creating Power BI Visuals Using Stratum’s Power BI Add-In 2023-11-09
If you use Power BI for building visual dashboards, you don’t want to miss this session! During it, we take you step-by-step through the process of creating and displaying 3-to-4 drill-through visualizations of Stratum data within a Power BI report. Come see how easy it is to leverage your Stratum data in powerfully interactive, highly visual dashboards that bring your data to life!
View the Creating Power BI Visuals Using Stratum’s Power BI Add-In Video
Building Graphical Dashboards in Stratum – Best Practices 2023-05-04
We invite you to 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
Tips & Tricks for Making Your Data Stand Out in Stratum 2023-01-26
During this session we dive into some of the “cosmetic” features of Stratum that you may not be well versed with but that can make a dramatic impact in how your Stratum data “looks” from a visual perspective. Some of the features that we cover in this class include the use of conditional formatting, coloring, data grids and other visualization options to help you make the data you want to emphasize in your views and reports visually stand out from the rest.
View the Tips & Tricks for Making Your Data Stand Out in Stratum Video
Managing Dimensions & Categories in Stratum 2023-09-21
During this class, we provide some tips and techniques for managing categories and dimensions in Stratum. This includes ways to manage unused dimensions and measures. We’ll show you how to manage access to data attributes. We discuss easy‐to‐manage filtering menu options for your more populated dimensions. And we cover some new features from Stratum 7.5, including attribute formatting and glossary settings. This is the perfect class for new Administrators or for anyone who could use a little refresher on managing dimensions and categories of data within Stratum.
Stratum Year-End Maintenance 2022-12-15
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 2023, 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 effectively as possible.
Stratum 7.2 to 7.5 - A Review 2023-10-05
So many new features and enhancements have been added to Stratum over the past few years to make the tool more robust and streamlined to use. In this session, we review and demonstrate some of the key capabilities that have been added in Stratum 7.2 through 7.5, including Master Data Augmentation and User Controlled Attribute functionality to supplement your core Stratum data; the new Stratum View Pane with tabs to browse to Favorites, Recents, or All views; the popular Stratum Add-Ins for Excel & Power BI; the ability to do charting in Stratum Dashboards; a widely requested Stratum Glossary that shows you more details about the data behind your Stratum views; as well as new options for adding KPI data to your views. Tune in to check it out!
Preview of Stratum 7.5 2023-06-22
Tune into this session to learn more about our upcoming Stratum V7.5 release, including its new glossary that provides a broader understanding of the data included in your Stratum reports. We also show you how you can fine tune your reports with new filter types and easily monitor Key Performance Indicator (KPI) trends.
Review of Stratum V7.4 2023-01-12
Tune into this session to learn more about our current Stratum V7.4 release, including its new dashboard graphs with links to let you connect to related views for more detail. We discuss the enhancements we’ve made in the Stratum Broadcast Manager for automated report and alert scheduling. In addition, we talk about the integration Silvon is working on with Microsoft Entra ID for those of you who are planning to move your Stratum deployment to the cloud and are interested in how identity and access management can be handled.
Creating & Maintaining Your Stratum Views 2023-10-19
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!
Stratum Calculations: A Focus on Functions 2023-08-24
Join us during this session to discover Stratum’s many Functions for setting up frequently used, specialized calculations. Included is a quick overview and demonstration of Stratum’s new Count function for determining quick counts of your Stratum data on the fly.
Building Stratum Views: A Focus on Time Dimensions 2023-07-27
Tune into this session to learn more about using Stratum’s time dimensions. During it we provide some guidance about when you should use “based” versus “absolute” time in your views, how you can set up trend?style views by month / weeks / days, how to drill in on time within your views, and numerous other tips and tricks related to time?based analysis in Stratum.
View the Building Stratum Views: A Focus on Time Dimensions Video
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.
Drilling & Filtering in Stratum 2023-06-08
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!
Stratum ‐ View Building Workshop 2023-04-20
Join us during this beginner-level, step-by-step session to discover proven best practices for building your own Stratum views. During the class, we start off with view building fundamentals and cosmetics and progress to a number of ways in which you can create Stratum views with a business purpose.
Intro to Stratum Calculations 2023-03-23
This class is a must-see for entry-level users and those simply looking to refresh their skills when it comes to building calculations. During it, we show you how to create various types of common calculations like column difference, percentage calculations and conditional statements, among others. We also show you how to use the pre-defined Stratum functions, member properties and time dimensions to create calculations. Plus, we share ways in which you can use calculations to create Traffic Lights and Status Indicators as part of your views.
Building a View in Stratum – Best Practices 2023-03-09
If you’re new to Stratum or looking for a refresher on some of its core functions, we invite you to tune into 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 reviewed. We 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 navigating your views, so they perform efficiently for you!