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Training

Training

Select the type of training that best suits your needs.

Live Training: Instructor-lead training for your Event 1 Excel-based reporting is offered at scheduled dates and times and is delivered using a combination of online meetings (allowing you to see the instructor's screen) and teleconference. In addition, you can interact with your instructor during question/answer periods to make sure that your questions about the topics are addressed.
Recorded Training: Event 1 Software offers recorded trainings that are available to view online anytime. This allows you to view our Excel-based reporting and business intelligence software training videos at times that are convenient to you, allowing you the convenience of pausing, skipping forward or backward, or replaying the training at a later date.

Online Training Catalog

Click on any of the training classes listed below to see more details and to get a list of the scheduled dates and times:






  

Account Ledger with Detail


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Duration: 5.5 minutes

This is a great tool for auditing your accounts and seeing account detail. Similar to your Current Ledger or Year-To-Date Ledger reports, this report produces a ledger of accounts for any date range you specify. Beginning and ending balances for the time period can be included and closing entries can be included or excluded.

Adding Data Validation to Excel Worksheets


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Duration: 11 minutes

In this video, we'll cover how to use couple Excel's Data Validation feature with Sage 300 Construction and Real Estate data provided by Office Connector. Although the example is GL focused, the concepts covered in this training video can be applied to many different scenarios.

Building Financial Statements in Excel using Office Connector


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Duration: 90 minutes

Design your own financials using technology developed by Event 1 Software allowing you to display your real-time financials in Excel.

Cost To Complete


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Duration: 4.5 minutes

This is an interactive report that provides a means to see date sensitive values for a job by cost code and then enter forecasted values. The cost at completion and over/under values are calculated and displayed real-time.

Creating a List of Field Names


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Duration: 2 minutes

Learn how to use tools in Office Connector Query Designer to get a list of internal field names that can be used in Office Connector Query worksheet functions.

Creating Excel-Based Entry Grids for Import


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Duration: 8 minutes

In this video, we'll cover how to use the Office Connector Import Designer to quickly build an entry grid for GL Transactions. Although the example is GL focused, the concepts covered in this training video can be applied to all of the other types of imports. Once the entry grid has been created, we'll enter some data and cover the steps to import that data into Sage 300 Construction and Real Estate.

Design Techniques Using Office Connector Write


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Duration: 120 minutes

Did you know that there are over 190 types of records in Sage 300 Construction and Real Estate that can be created from outside of Sage 300 CRE? Another 100 that can be updated, and a total of over 4,500 fields that can be updated?

Also consider that sometimes entering data in Excel is just faster and easier. That's why Sage Office Connector Write was created. In this class, you will learn how to use Sage Office Connector Write to send data from Excel directly into your Sage 300 CRE database (where permitted, naturally; and based on user permissions).

This is a lecture style class conducted via an online meeting and teleconference. Materials provide fairly detailed, tutorial-like instructions, so that you can work through the examples on your own time in order to cement what you have learned.

The instructor will cover the following objectives:

  • Safety and Security
  • Writable Tables & Fields
  • Using teh Write templates on your Launch Pad
  • Write and Create:
    • Job Information
    • PR Employee Information
    • AP Vendor Information
  • Write and Update Existing Information
  • Tips and Tricks
    • Using Formulas
    • Using Row Keys

Filling Down Formulas


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Duration: 2.5 minutes

When utilizing the queries that are created using the Query Wizard, it is common to add other columns that contain formulas. This video discusses how to do this correctly so that formulas are automatically copied down to new rows when the data in the query is refreshed.

Getting Started, Exercise 1 - Vendor List

Play Video Duration: 10.5 minutes

Watch and learn how to create the vendor list report based on Exercise 1 of Office Connector Query Getting Started.

Click here for the step-by-step instructions and try it yourself!

Intermediate Design Techniques Using Office Connector Import


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Duration: 90 minutes

If you are already familiar with using Sage Office Connector Import, this is a perfect next-step. In this class you will learn how the process of importing data also creates new records such as Job Cost records and Production Units. Making use of Job Cost Misc Worksheets to import and capture important data as revised budgets, cost to complete, cost at complete, production units and percent completes.

This is a lecture style class conducted via an online meeting and teleconference. Materials provide fairly detailed, tutorial-like instructions, so that you can work through the examples on your own time in order to cement what you have learned.

The instructor will cover the following objectives:

  • Importing Cleared Checks
  • Importing Estimates
  • Utilizing Misc Worksheets
  • Importing Data from Excel with Parent/Child Records

This class will also include a short demonstration of our "Credit Card Import" solution which is a template that is available for purchase.

Intermediate Report Design Techniques Using Office Connector Query


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Duration: 90 minutes

If you are already familiar with building reports using Office Connector Query, this is a perfect next-step. In this class, you will learn how to make your Office Connector Query reports more useful, interactive and powerful.

This is a lecture style class conducted via an online meeting and teleconference. Materials provide fairly detailed, tutorial-like instructions, so that you can work through the examples on your own time in order to cement what you have learned.

The instructor will cover the following objectives:

  • Review of Office Connector report design basics
  • Adding drop-down lists for parameter cells
  • Creating data entry columns that keep their values attached to the correct rows
  • Applying and using drill-down functionality
  • Adding subtotals

Introduction to Imports


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Duration: 90 minutes

This is an overview of how Office Connector Import operates. Gain an understanding of the Office Connector Import toolbar, and the ability to start creating your own import solutions.

This is a lecture style class conducted via an online meeting and teleconference. Materials provide fairly detailed, tutorial-like instructions, so that you can work through the examples on your own time in order to cement what you have learned.

The instructor will cover the following objectives:

  • Safety & Security
  • Adding Data Validation to Excel Worksheets
  • Enabling Existing Excel Worksheets for Import
  • Import PR Time
  • Audit Trail

Introduction to Report Design Using Office Connector Query


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Duration: 90 minutes

Take an in depth look at how Office Connector Query operates! Gain an understanding of the Office Connector Query toolbar, and gain the ability to create your own reports using wizards.

This is a lecture style class conducted via an online meeting and teleconference. Materials provide fairly detailed, tutorial-like instructions, so that you can work through the examples on your own time in order to cement what you have learned.

The instructor will cover the following objectives:

  • A review of the Office Connector Toolbar and Office Connector Functions
  • The anatomy of a standard columnar report
  • The concept of a Driving Query
  • Using the Query & Function Wizards
  • Inserting Adjacent Columns
  • The use of a Parameters
  • Adding Conditions
  • Saving a Workbook as a Template

Job List with Maps and Weather


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Duration: 3.5 minutes

This report produces a list of current jobs that can be quickly filtered by project manager and location. For each job, you can click a hyperlink that takes you to an online map or weather information for the job site.

Lease Expiration List


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Duration: 4 minutes

This report produces a list of leases that are due to expire within the specified period. Select leases for a specific property or all properties. Quickly filter the list further using the Auto-Filter buttons on each column heading.

Looking Up Field Values


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Duration: 1.5 minutes

This video shows how you can use Office Connector's Lookup Wizard to insert TSLookup functions into your worksheet. TSLookup functions allow you to retrieve data from any field in any table by using the primary key (identifier such as an account number) to locate the record you want.

Mastering Report Design Using Office Connector Query


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Duration: 120 minutes

Looking to round out your understanding and use of Office Connector Query by embarking on some of the more advanced concepts? In this class, you will learn about ways to extend what you can accomplish on your way toward becoming an Office Connector Query expert.

This is a lecture style class conducted via an online meeting and teleconference. Materials provide fairly detailed, tutorial-like instructions, so that you can work through the examples on your own time in order to cement what you have learned.

The instructor will cover the following objectives:

  • Introduction to Structured Query Language (SQL)
  • Incorporating data from multiple tables in query (joining tables)
  • Giving worksheet functions (like TSFIND) more power by leveraging SQL

OCDrillDown Function


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Duration: 6 minutes

In this video, we'll cover how to apply drill-down capability to reports using the OCDrillDown function that is part of Office Connector Query.

OCRetain Function


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Duration: 3.5 minutes

When designing a report that includes a query, you may sometimes wish to have data-entry columns. This video addresses how to use the OCRetain function to keep your manually input values on the correct rows when the query inserts rows for new data.

Office Connector - Introduction to Report Design


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Playlist Duration: 82.5 minutes

The Introduction to Report Design series covers the basics of using Office Connector Query to create your own custom templates and save them for future use. To play the entire series, click the Play Video Series link. Or to watch a specific topic, click the desired link below.

This video series outlines the following topics:

  1.  Report Anatomy - Duration: 9.25 minutes
  2.  Query Wizard - Duration: 14.25 minutes
  3.  Function Selector / Report Headers - Duration: 15.5 minutes
  4.  Example Exercise - Trial Balance - Duration: 23.25 minutes
  5.  Formatting and Conditions - Duration: 7.5 minutes
  6.  Saving the Report - Duration: 12.5 minutes

Office Connector - Online Orientation


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Duration: 15 minutes

This video provides a basic introduction to the Office Connector Query software. It includes instructions on opening the software, available self-help resources, data security, and running reports provided with Office Connector Query for Sage 300 Construction and Real Estate.

Querying Job Cost Transactions


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Duration: 3.5 minutes

Learn how to use the Query Wizard to create a simple report showing Job Cost transactions for any job you choose. In the process, you'll also learn about named cells in Excel and how to add multiple conditions in the Query Wizard.

Sage 300 Construction and Real Estate Dash Board


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Duration: 3.5 minutes

This report provides a high-level view of the various Sage 300 Construction and Real Estate applications allowing you to see at a glance which applications contain un-posted transactions.

Search Sage 300 Construction and Real Estate


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Duration: 5.5 minutes

Use this report to find transactions that contain values that you supply. Matching transactions are displayed from General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Property Management.