Actions (2020)

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Free

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Course Description

Welcome to this course covering the basics of actions within Pyramid. These nine walkthroughs will introduce you to different triggers in Discover and Present, that will allow you to enhance reports, visualizations, and dashboards.

This training is based on Pyramid 2020.26. Make sure to download and install the ‘Training Data Models’ and ‘Actions Content’ files located here.

Please adjust your screen zoom setting when you open a walkthrough to see it in full screen mode.

In this course, you will learn:

  • How to create actions and link reports and analysis within Discover.
  • How to create actions and embed them within Present dashboards.
  • How to use the Actions wizard to configure the specific actions and triggers.

Course Content

Unit 1: Actions in Discover
Walkthrough 1: Customer Detail
Walkthrough 2: Regional Site
Walkthrough 3: Product Detail
Walkthrough 4: Customer Detail by State
Walkthrough 5: JavaScript Action
Unit 2: Actions in Present
Walkthrough 6: Product Detail
Walkthrough 7: Customer Detail by Week
Walkthrough 8: Jump to Slide or Website through an Image
Walkthrough 9: Jump to Content Item
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