Use Case: Finance Business Analyst

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Course Description

As a business analyst in the finance sector, creating a sales forecast for operation/region would be a valuable asset to use in your analysis. In this course we will show you how to produce this forecast that can provide you with this useful comparison.

This training is based on Pyramid 2020.17. Make sure to download and install the training models located here.

Please adjust your screen zoom setting when you open the use case to see it in full screen mode. 

You will learn:

  • how to create a line chart in Discover utilising a dynamic list
  • adding forecasts to charts and how to extend the date range
  • comparing forecast sales with actual sales
  • how to use region filters with group options
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