Workbooks drop-in-clinic: Setting up email accounts webinar recording Type: #Videos#Webinar Recordings In this session, we will explore setting up email accounts within Workbooks, enabling users to communicate with others. We will cover: Configuring email accounts within Workbooks How to create Email Signatures ...
Workbooks drop-in-clinic: Creating Targets webinar recording Type: #Videos#Webinar Recordings In this session, you will learn about how you can introduce Target information within your Reports allowing visibility on progressing against Targets. We will cover: How Targets can be added within your reports ...
Workbooks drop-in clinic: Snapshot Reporting webinar recording Type: #Videos#Webinar Recordings In this session, you will learn about Snapshot Reporting and how it can be used for Trend Analysis and flattening data. We will cover: What is Snapshot reporting and how it is different from regular Reports How to...
Workbooks drop-in clinic: Tying data from multiple columns into a String webinar recording Type: #Videos#Webinar Recordings In this session, we’ll continue looking at using formulae within your reports, focusing on CASE statements. We’ll be covering: Simple Concatenation, allowing you to join two or more strings of data together ...
Workbooks drop-in clinic: Master your charts webinar recording Type: #Videos#Webinar Recordings In this session, you will learn how to generate charts to display data within your reports, which is often a more effective way to communicate results. We will cover: The types of charts you can create,...
Workbooks drop-in clinic: Create conditional statements webinar recording Type: #Videos#Webinar Recordings For this week’s session, we’ll continue looking at using formulae within your reports focusing on CASE statements. We\'ll cover: Comparing IF and CASE statements, to decide which is better suited to your needs How...
Workbooks drop-in clinic: Craft your Formulae webinar recording Type: #Videos#Webinar Recordings This week, we will start digging into formula building allowing you to perform more complex calculations. We will cover: Using an IF statement to check if a value meets a particular criterion or not and output a specific...
Workbooks drop-in clinic: Sharing reports webinar recording Type: #Videos#Webinar Recordings Join our support team and other users in our new bi-weekly webinar where you can get tips, tricks and support. In this week’s session, we’re going to show you how to share the information from your reports with others. ...
Workbooks drop-in clinic: Conquering conditional formatting within Workbooks webinar recording Type: #Videos#Webinar Recordings Join our support team in our informal bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this week’s session, we’re building on our previous webinars and showing you how to...
Secrets to CRM: How a major US manufacturer succeeded with a No-BS approach webinar recording Type: #Videos#Webinar Recordings Join this webinar to hear from Chris Roessler, VP Marketing and Adverting at Rotary Corporation. He\'ll explain: How Rotary transitioned from Salesforce with minimal disruption What are the high-risk areas in switching...
Workbooks drop-in clinic – Unify your reports webinar recording Type: #Videos#Webinar Recordings Join our support team and other users in our new bi-weekly webinar where you can get tips, tricks and support. In this session our experts cover list reports. In this session we\'re looking at how to unify your reports....
Workbooks drop-in clinic – Wrangle your records webinar recording Type: #Videos#Webinar Recordings Join our support team in our informal bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this session, we’re looking at combining data from more than one data table to gain...
