Autoplay
Autocomplete
HTML5
Flash
Player
Speed
Previous Lecture
Complete and continue
DataDear Adviser Training
Introduction to DataDear & Training
Welcome to the DataDear Adviser Training (0:57)
DataDear Overview & Example (3:44)
Getting started - setting up
Web Dashboard Overview (1:16)
How to install DataDear (1:56)
How to add/connect your clients software (2:16)
How to add users, and select access rights (2:03)
An introduction to DataDear Templates (1:00)
DataDear Excel Add-in overview (1:17)
Getting started with Reporting
Getting started with Reporting (1:13)
Reporting without templates (1:52)
Filters and Parameters when accessing Reports and Data Tables (5:30)
How to REFRESH data, on multiple sheets (3:30)
Other refresh options, including how to create a LIVE data feed (1:20)
Attachments, PDF's and Drill down (1:56)
Formatting / Reorganising data in reports (1:11)
Adding calculated columns, and refreshing Pivot tables (2:42)
Getting started with Posting
Posting Data overview (0:15)
Post templates available (0:32)
How to validate templates (0:47)
How to post data direct to accounting package (4:17)
Other functions available (2:25)
Conversion template walk through (5:25)
Summary of posting data (1:01)
Advanced Posting - Digitally linking spreadsheet data for smart upload
Digitally linked spreadsheet example (2:40)
Best Practice (0:59)
Walk-through of steps taken (3:53)
Digitally linking output spreadsheet data overview (0:52)
DataDear Support Options
Support Overview (0:35)
What should we use the knowledge base for? (1:05)
What about the community forum? (1:15)
How do we access support directly? (0:37)
What are the DataDear Experts? (1:21)
How to report a problem (0:34)
What are the DataDear Experts?
Lecture content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock