Vision Executive v5.1+


Duration: 1 Day - scheduled on demand


Prerequisite: Knowledge of SunSystems concepts.


Who should attend: Any users who will need to write or maintain Vision Executive reports.


What you will learn: At the completion of this training session participants will be competent to:

  • Open Vision Executive
  • Create and format workbooks
  • Recognise the use of different options in the define criteria definition forms
  • Use the drill tree
  • Create and extract queries and charts
  • Work with workbooks
  • Use the drill, expand & breakout functions to analyse data
  • Apply filters to extracted data
  • Specify a data matrix report
  • Save a drill path and drill data
  • Create and use preset workbook
  • Import data from Excel to Vision Executive


Course Content - Vision Executive v5.1+ for SunSystems

Introduction and Overview

  • Definition and structure of Vision Executive
  • Starting Vision Executive
  • Creating a workbook and modifying the drill tree window
  • Editing and setting workbook properties
  • Using Chart Wizard to create a chart
  • Formatting & analysing a chart
  • Extracting a query, saving and closing the workbook

Extracting and Existing Query & Using Drill Paths

  • Running a report with a retained drill path and drill data
  • Saving a drill path & drill maintenance
  • Defining multiple drill paths

Data Analysis

  • Analysing transactions
  • Further drilldown & expand analysis
  • Defining worksheet expand formats
  • Defining workbook expand formats & expanding and
  • collapsing rows
  • Using breakouts, filter and data matrix analysis
  • Creating Excel pivot tables, outputting information

Building and Advance Query

  • Building the query
  • Importing an Excel worksheet into Executive
  • Adding & editing user defined periods & dates
  • Creating a preset workbook
  • Inserting pictures and sounds, using criteria colours

Additional Functionality

  • Building an ageing report
  • Creating and using hierarchies
  • Using the Vision Data Dictionary


Download for more course info

Thank you for your enquiry. You'll be contacted shortly.

Complete the form to book now