Resources Stratum Videos, Brochures and White Papers

Stratum HOW-Tos for customers

Add & Change Data In Your Views (3:13) Add & Change Data In Your Views (3:13)

Filter To Focus Your Data (1:50) Filter To Focus Your Data (1:50)

More Efficient Exports to Excel (3:37) More Efficient Exports to Excel (3:37)

Intro To Favorite & Recent Views (1:45) Intro To Favorite & Recent Views (1:45)

Intro To Navigation Panel (2:40) Intro To Navigation Panel (2:40)

Lock Row/Column Captions in Views (0:52) Lock Row/Column Captions in Views (0:52)

Use Display Options To Edit Views (1:14) Use Display Options To Edit Views (1:14)

Show All Rows And Columns (0:53) Show All Rows And Columns (0:53)

Add Dynamic Captions For Calculations (2:04) Add Dynamic Captions For Calculations (2:04)

Filtering With User Lists (2:09) Filtering With User Lists (2:09)

Searching For Views (1:19) Searching For Views (1:19)

Control Excel File Fonts (1:27) Control Excel File Fonts (1:27)

Using Time Properties In Views (2:08) Using Time Properties In Views (2:08)

Charts in Exported View Results (1:48) Charts in Exported View Results (1:48)

01: Tour the Main Window (3:00) 01: Tour the Main Window (3:00)

02: Getting Started (1:43) 02: Getting Started (1:43)

03: Tag Favorites & Track Recent Views (1:45) 03: Tag Favorites & Track Recent Views (1:45)

04: Explore & Edit With Navigation Panel (2:40) 04: Explore & Edit With Navigation Panel (2:40)

05: Customize View Formatting (1:14) 05: Customize View Formatting (1:14)

06: Filter To Focus Your Data (1:50) 06: Filter To Focus Your Data (1:50)

07: Add & Change Data In Your Views (3:13) 07: Add & Change Data In Your Views (3:13)

08: Editing a View Using The View Explorer (3:21) 08: Editing a View Using The View Explorer (3:21)

09: Use Save vs. Save As (5:03) 09: Use Save vs. Save As (5:03)

Connector Email Notifications (3:25) Connector Email Notifications (3:25)

What’s New In Stratum 6.9? (7:35) What’s New In Stratum 6.9? (7:35)

What’s New In Stratum.Viewer And Stratum.Connector For Viewer 6.8? (3:21) What’s New In Stratum.Viewer And Stratum.Connector For Viewer 6.8? (3:21)

Using Viewer Calculations (5:58) Using Viewer Calculations (5:58)

Prompting For Values Before Running a View (4:51) Prompting For Values Before Running a View (4:51)

Traffic Lights and Conditional Formats (4:06) Traffic Lights and Conditional Formats (4:06)

Inserting Charts (3:37) Inserting Charts (3:37)

Top X and Other Numeric Filters (4:56) Top X and Other Numeric Filters (4:56)

Moving Items Around Using Drag and Drop (3:33) Moving Items Around Using Drag and Drop (3:33)

Building Views With Time Ranges (2:23) Building Views With Time Ranges (2:23)

Build a View Using Trended Time (2:35) Build a View Using Trended Time (2:35)

Basic Dimension Filtering (2:29) Basic Dimension Filtering (2:29)

Intro to Stratum.Broadcast Server (3:39) Intro to Stratum.Broadcast Server (3:39)

Recorded INSIGHT Classes for customers

Learning To Use Stratum Part 1 5 Things To Help You Get Started (Users) If you’re new to using Stratum, this session is packed with some helpful advice for you! During the class, we show you the best resources that are available to novice users, along with some tutorials and examples that will get you going down the right path. Plus, we share some tips and techniques for helping you with the most common tasks related to viewing and navigating through your Stratum data.

Getting Additional Data Into Stratum Using StratumLink (Users & Admin) As part of Silvon’s continued quest to provide more and easier ways for analysts and others to include and work with various types of data in Stratum, we’ve recently added a new import tool called StratumLink that will soon be appearing in our V7.x releases! Join us during this session to learn more about StratumLink and see how easy it will be for Stratum power users to import their own data into Stratum for analysis, comparison and planning purposes without having to place a strain on your IT staff!

Viewer Express: Overview & Features (Users & Admin) Listen in to this recording to learn more about Silvon’s newest Stratum addition, Viewer Express, which lets you serve up consistent views of targeted Stratum data to select groups of users so they don’t have to create or manipulate views or reports on their own. This can include key daily flash reports, views that show divisional executives how they’re doing compared to other divisions, and so much more. We take you through a test drive of the menu-driven interface that powers Viewer Express, how users can select what they want to see in their reports using drop-down filter lists, and how you can set up Viewer Express so that no sorting or filtering of the data is required by your users. In this case, all they’d have to do is view the data — it’s that easy!

Creating Report Packets with the Stratum Broadcast Server Creating Report Packets with the Stratum Broadcast Server. During this class we show you how you can create and distribute “packets” of Stratum reports quickly and easily on an ad-hoc or scheduled basis. This session proves case examples using the Stratum Broadcast Server — one of Silvon’s newest applications for delivering Stratum data to others both inside and external to the business.

Integrating Stratum with Salesforce Actions & Broadcast Server (Users & Admin) During the session, we discuss the differences between Action Scheduling in Viewer and Silvon’s new Broadcast Server. Plus, we show you step-by-step how to schedule actions with the Broadcast Server and easily distribute action-related information to others via email.

Using Stratum Broadcast Server to Create / Distribute Report Packets & Alerts (Admin) During this class we show you how you can create and distribute both alerts and “packets” of Stratum reports quickly and easily on an on-demand or scheduled basis. This session provides case examples using the Stratum Broadcast Server — one of Silvon’s newest applications for delivering Stratum data to folks both inside and outside your business.

Graphing with Viewer During this class you’ll learn how you can take Stratum.Viewer graphing to the next level! This session features live demonstrations of discussed techniques vs. the use of static Powerpoint slides. If you’re already familiar with basic graph creation, editing and formatting, you won’t want to miss this class to see how you can enhance what you’re already doing with Viewer to create graphs for visualizing your Stratum data.

Creating Dashboards with Stratum Viewer 6.x (Admin) Operational dashboards assist management in directing and managing growth and performance by providing a snapshot of present conditions, highlighting performance against plan, and ensuring early warnings for potential issues. In this session, we show you how you can take advantage of Stratum and Microsoft Sharepoint to create easy (yet powerful) dashboards and performance portals. Our examples will include executive-level displays of various Stratum views complete with graphical indicators, real-time alerts, and drill-down functions for root-cause analysis. Plus, we’ll show you some examples of dashboards consisting of unrelated Web parts (e.g., a collection of Stratum views, favorite Web sites and often-used applications arranged into a personal dashboard for easy access.

Taking Advantage of Microsoft’s Power BI with Stratum (Users & Admin) If your company already has (or is considering) using Microsoft’s Power BI application, join us during this session to learn how you can integrate Power BI with Stratum and take advantage of the rich Stratum repository that your company has come to rely on over the years. Power BI is yet another tool that you can add to your Stratum Flexible Information Delivery Strategy. During the session, we provide various examples of the types of Stratum visualizations that you can create with Power BI. And we offer up some techniques that you can take away and start using today.

Just Add Data: A Preview of How Stratum Users Can Add New Data (Users & Admin) Beginning with Version 7.0, Silvon is introducing specialized tools that give users more control over their Stratum data without impacting data security or putting any extra burden on your IT staff. Join us to see how users will be able import spreadsheet data quickly and easily into Stratum. In addition, we’ll talk thru some of the options for creating new data in Stratum based on existing data in Stratum using the new user-based Data Copy functions.

Creating A Sales Plan with Stratum’s New Data Copy Feature (Users) Do you create a sales plan based on last year’s sales? Maybe you want last year’s sales, but for one region you want an increase of 2% while another region should have a 4% increase. Tune into this webinar to learn how you can take advantage of Stratum’s new Data Copy function, which lets you easily “seed” your sales budgets and forecasts with existing Stratum data. You’ll discover how you can take the hassle out of sales planning even further with software you already own today!

Web-Based Collaborative Sales Planning Using Viewer (Users) Join us during this class to learn how you can easily leverage Viewer for collaborative sales planning. We show you how to set up Planning views in Viewer V6.x and what’s required to do so. We take you through a few scenarios of entering and changing Plans. Plus, we show you how you can use Stratum Planning to perform basic writebacks and allocations to other levels. For example, how a territory rep can make changes and roll them up into the plan, how a sales manager can automatically distribute changes to the sales plan across his team, and more!

“Excel-ling” with Stratum: Exporting to / Sourcing Data from Spreadsheets (Users) If you don’t want to give up your use of Excel to manipulate, explore and view your sales and other key performance data, you’ll definitely want to tune into this session! During it, we show you step-by-step how to create a connection between Excel and Stratum. We prove some best-practice techniques and examples for leveraging the power of pivot tables within your spreadsheet once the connection to Stratum has been made. And we show you how the data in XLS files is automatically updated as Stratum is refreshed. We also show you how you can take advantage of Excel’s visualization and mapping options to further showcase your Stratum information!

Integrating Stratum with Salesforce Allow your SalesForce (or other CRM) users to quickly get to Stratum with a few simple additions to your SalesForce screens! By allowing access from SalesForce to Stratum the need to import all of your sales and order information up to SalesForce can be eliminated. Let SalesForce be your CRM solution and let Stratum be your BI solution and minimize the need to replicate information between the two. The concepts and techniques for allowing access from SalesForce to Stratum can be used by many applications, not just CRM applications.

Integrating Inventory Data in Stratum, Why? (Users) This session focuses on adding Inventory data to Stratum and the benefits it offers by enabling you to create new avenues of analytics far beyond sales analysis. We show you ways to analyze inventory that’s integrated to your sales data to see key inventory-to-sales ratios and indicators. We demonstrate how you can find out (in a much more timely fashion) if you’re holding too much or too little inventory so you can avoid stock outs and lost sales. You’ll see how actions can be made to alert analysts to potential stock outs or big orders. Plus, we show you creative ways to analyze inventory data even when filtering on a customer dimension.

Getting Additional Data Into Stratum Using StratumLink (Users & Admin) As part of Silvon’s continued quest to provide more and easier ways for analysts and others to include and work with various types of data in Stratum, we’ve recently added a new import tool called StratumLink that will soon be appearing in our V7.x releases! Join us during this session to learn more about StratumLink and see how easy it will be for Stratum power users to import their own data into Stratum for analysis, comparison and planning purposes without having to place a strain on your IT staff!

Review of New Features in Stratum V6.9 (Users & Admin) With each new release of Stratum, we keep layering in features that streamline common view editing tasks and help users of all experience levels accomplish several other tasks with impressive levels of efficiency. Tune into this recorded session to review the many new features of Stratum V6.9, including Excel-related enhancements that support large export data sets; new ways to manage, create and copy measures; and the added ability to select multiple measures or dimensions in the View Explorer window.

Working with the New Navigation Options of Viewer V6.8 V6.8 of Stratum includes a number of enhancements to help you get from point A to B faster in your exploration of data. During this session, we show you Viewer’s new Navigation Panel making it easier than ever to look at different slices of your data. Also see how the new navigation panel and breadcrumb display makes drilling and moving dimensions easy and simpler on a touch screen device.

INSIGHT Stratum V6.7 Have you ever had trouble finding your favorite views or the views you just worked with yesterday? Or have you ever wondered on what date your Excel file was exported from of Stratum and what filters you applied to the data that’s in it? During this session, we discuss the new features available in Version 6.7 of Stratum to address these issues and more

Connector Process Types and Using Them To Improve Performance and Recoverability (Admin) Tune into this previously recorded class to discover the various process types supported by the Stratum Connector and when you should use each one. We discuss why you would use a Full process instead of Limited one – or a Limited process instead of a Trickle. And we address what the heck a Post process is all about! Need to consider changing your process type to facilitate uptime, near real time data and/ or recoverability? We talk about those options during this session, too.

Category Administration (Admin) During this class, we prove some tips and techniques for managing categories in Stratum. This includes ways to create and assign categories to structure code tables. We show you how to create calculated values and calculated categories. Plus, we review ways to assign View Groups to Categories / Structure Codes and give you some tips for adding or changing dimensions. This is the perfect class for new Administrators or for anyone who could use a little refresher on managing categories of data within Stratum.

Stratum Uptime & Troubleshooting (Admin) Reduce those frantic calls to Silvon’s Support team and get more comfortable in troubleshooting and resolving Stratum.Server load process issues and Viewer cube building issues! In this class we will cover cube backup and recovery, as well as a troubleshooting approach in reviewing the processes involved in moving data from your source into Stratum and from Stratum into Viewer and key logs that can help.

Stratum.InfoCenter (Administrators) Attend this class to learn how Stratum.InfoCenter can prove administrators with greater visibility into the usage of Stratum by end-users _ giving you the data you need to make more informed decisions related to maintenance, tuning and business process compliance decisions.

Stratum Year-End Maintenance (Admin) Prepare yourself for the administrative task of getting your Stratum environment ready for next year! This course reviews the steps needed to prepare Stratum.Server / Planner and Stratum.Viewer for the Year 2019 and beyond … and offers suggestions for getting your year-end tasks completed as effectively as possible.

The Reality of Stratum Virtual Dimensions (Admin) Tune into this class to discover a less intrusive way of adding new dimensions to Stratum using the concept of “virtual” dimensions. During it, we discuss the differences between virtual and regular dimensions and when it makes sense to use one over the other. Plus, we show you step-by-step how you can easily create a virtual dimension to support your analytical requirements and give your users the info they need at any given moment so they can react even more quickly to market trends and other changes that may impact your business performance!

Change Sets — Relationship Changes (Admin) This class reviews the various features available to maintain historical data contained in your Stratum database. Change Sets and Relationship Change functionality allow you to realign data as your business changes. Automating this process is also discussed.

Learning To Use Stratum Part 1 5 Things To Help You Get Started (Users) If you’re new to using Stratum, this session is packed with some helpful advice for you! During the class, we show you the best resources that are available to novice users, along with some tutorials and examples that will get you going down the right path. Plus, we share some tips and techniques for helping you with the most common tasks related to viewing and navigating through your Stratum data.

Dig Into The Detail About a Metric in Stratum (Users / Admin) Need to explore more detail or trends related to a view you’ve already created but don’t know the best way to get there, this INSIGHT class should help! During it, we provide tips and examples for embedding links in Stratum to make your exploration of data quicker, easier, and more intuitive for you.

You ASK. We ANSWER. (Users & Admin) During this “open mic forum” we respond to how–to questions from some of our Stratum users. Tune in to see what we discussed!

Short Cuts: New, Different and Easier Ways To Do Things in Stratum (Users & Admin) During this class, we discuss a number of cool functions and shortcuts that you may not be leveraging today in Stratum but can very useful to you! Some of these are new and some have been around since the beginning. For example, what’s the fastest way to select additional dimension attributes, or how can you easily and quickly copy a complicated calculated measure? Tune in to find out!

Stratum Features You Should Be Using (But May Not Know About!) (Users & Admin) Over the years, Silvon’s consultants and many of our customers have uncovered a number of unique ways to do things with Stratum. During this class, we share many of these ideas with you and also discuss a number of product functions that are very beneficial, but that you may not be leveraging today! For example, we show you how you can see data even if it’s not stored by some of the dimensions in the View (i.e. like viewing inventory when filtered by Customer, even though Inventory is not stored by customer). We demonstrate how you can a Stratum View to other applications, the why’s and how’s of iding Stratum to external websites, and so much more!

Tips & Tricks for Managing Your Views (New in Version 6.8) (Users & Admin) Version 6.8 of Viewer includes numerous enhancements to help you manage your views quicker and easier no matter if you’re using a PC or touch-based device. During this class, we show you some shortcuts for switching up what’s filtering in your views, how you can better see what data’s being filtered at any given time, and how you can set up and apply multiple filters to a view at a time. We demonstrate how you can bring context and clarity to your views by incorporating descriptive info. within them, declutter your view groups, and better manage your Stratum views in other ways using Version V6.8. Tune in to join us!

Discover How Navigating Stratum Just Got Easier (Users & Admin) Silvon’s newest release of Stratum (V6.8) includes a number of really cool enhancements to help you get from point A to B faster in your exploration of data while gaining greater visibility along the way. During this session, wel show you Viewer’s new Navigation Panel that’s both drill-enabled and drag and drop savvy. Join us and see how you can use the Navigation Panel to see not only what data’s active in a view, but what’s available for you to access; to easily switch from analysis to editing; add levels to a view in a pinch; and customize the order of your data simply by dragging and dropping it where you want it!

INSIGHT Parameter Prompting (Users) Using Parameter prompting with Viewer allows users an easy way to filter view results. It also helps to standardize views while providing flexibility of use. Tune into this class to learn more about the process of setting up prompts and the different types of inputs that are available for users.

Using Voids to identify Sales Opportunities (Users) If you’d like to pinpoint selling opportunities within your customer base using Stratum but don’t know the best way to do it, this class provides some great ideas for you! During it, we discuss how you can use voids (or white spaces) in your Stratum data to entify sales opportunities with accounts that haven’t purchased from you recently but were expected to based on their past purchasing behavior. Thanks for tuning in to this INSIGHT session!

Time & Viewer: Using Time as a Hierarchy (Users) Tune into this recording on how to use time hierarchies when building your views. Our primary focus is on the use of “time hierarchies” vs. “time ranges” — although both are available to Viewer users and appropriate for different types of views. We cover both basic and more advanced (and unique) applications of time as a hierarchy, including its use in calculations and filters!

View Building Best Practices (Users) Want to get even more out of your Viewer views? During this updated, Advanced-level class, we’ll show you some more complex filtering examples and and tips for adding images and indicators to your views. We’ll show you how you can easily create ids to reports / other views for further analysis of your data and launch other applications directly from your views. Plus, we’ll cover all of the renaming features of Viewer 6.x, the Viewer time range toggle, and when it’s best to use time hierarchies when building your Stratum views.

Learning To Use Viewer (Users) If you’re new to using Stratum Viewer, this session is packed with some helpful advice for you. During the class, we show you the best resources that are available to novice users, along with some tutorials and examples that will get you going down the right path. Plus, we share some tips and techniques for helping you with the most common tasks related to viewing and navigating through your Stratum data!

3 Little Known Calculations and Why You Would Use Them (Users / Admin) Tune in to discover three little known calculations in Stratum and why you would use them in the analysis of your sales, inventory and other business data! We discuss how you can ignore a dimension to combine data that might not normally be available to you. We show you how you can apply filters so you see only certain data based on a condition (like current month / future months / weeks when looking at projected inventory levels). Plus, we discuss how you can take advantage of the ignore dimension to calculate different totals and percentages.

Advanced Viewer Calculations (Admin) If you’re looking to take your Viewer calculations to the next level, you’ll want to tune into this INSIGHT session where more advanced functions will be explored. Learn more about time-related calculations, using attributes in calculations, getting around inval time ranges, and much more! This session is intended for more experienced administrators of Stratum!

Advanced Filtering - Including the Use of Lists & Expressions (Users & Admin) This course covers the variety the filtering options that are available to you in Stratum. Learn how to manage filter lists and where to apply filters in a view definition. See how you can create view prompts to filter results. Discover how functions and expressions can be used to get what you need out of dynamic filter lists, and more!

Users Lists & Advanced Filtering This course covers all of the filtering options available to you in Stratum.Viewer. Learn how to manage filter lists and where to apply filters in a view definition. See how to create view prompts that are used to filter results. We also show you how MDX statements can be used to get what you need out of dynamic user lists.

Viewer How-To’s for Advanced Users (Users) If you’d like to add to your repertoire of advanced Viewer usage by extending your knowledge of calculations, you won’t want to miss this Advanced-level session. During it, we discuss how you can effectively use calculations for custom groupings and aggregates. We also show you some functions that you can leverage to create time-based calculations more easily when using time as a dimension. This session is “super?charged” in terms of content level and recommended for Advanced Users only!

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