Basics plus Reporting

Corporate Planner OC

In Corporate Planner OC you can build structures for the various areas of operational management in order to analyse business data and to manage your business with a forward-looking approach.

  • Target group

    Corporate Planner OC Designers who model structures, import and analyse data, create reports and prepare the business plan.

  • Benefits

    In realistic case studies covering topics such as sales planning, HR planning and commission planning, you will gain confidence in building and maintaining integrated structures and reports in Corporate Planner OC as a power user. This training will enable you to take on a leading role in the digitisation of your company-wide planning and reporting processes.

Training Topics

  • Navigation (user interface, portal and operating concept)

  • Configuration of users (Designers, Writers, Viewers)

  • Function shares and section shares

  • Building structures with complex processing logic for HR management and for calculating sales commission

  • Individual parameters

  • Automations for building and updating structures

  • The master-client method

  • Integrated planning

  • Planning and analysis in Corporate Planner OC and the Web Client

  • Sunburst charts

  • Timeline view, column view and stream view

  • Designing the report layout

  • Column reports and segment reports

  • Calculations within reports

  • Reports with multiple column sets

  • The master report

  • The public/private concept (dedicated sharing of reports and planning input masks)