Vision Executive v6


Duration: 1.5 Days - scheduled on demand


Prerequisite: Knowledge of SunSystems concepts


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


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

  • 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 v6+ for SunSystems


Introduction and Overview

  • Vision Executive Overview
  • Executive Workflow Process
  • Creating a New Workbook
  • Executive Screen Layout
  • Menu Bar and Toolbar
  • Renaming a Workbook
  • Creating and Renaming a worksheet
  • Deleting Worksheets and closing Workbooks

Creating Query Definitions

  • What are Designer & Query Modes
  • Query Definition Types
  • Query Definition Forms
  • Extracting Primary Worksheets
  • Editing Multiple Cells
  • Formatting a Report
  • Headers & Footers
  • Criteria View & Defined Settings
  • Controlling Extraction Order

Using Filters

  • Filtering in Designer Mode
  • Filtering in Extract Mode

Creating & Using Hierarchies

  • What are Hierarchies?
  • Hierarchy Designer

Additional Functionality

  • Importing Vision XL Worksheets
  • Using Query Templates
  • Using Dictionary References

Creating Reports & Charts

  • Creating a Vision Report
  • Creating Charts

Drill & Analysis Functions

  • Enabling & Disabling Analysis Functions
  • Active selection statistics
  • Maintaining Drill Profiles
  • Drilldown
  • Transaction Drilldown
  • Specialised Drilldown
  • Performing Breakouts
  • Performing Expands
  • Cube Analysis
  • Drill Path Maintenance
  • Archiving a Workbook

Using Query Prompts

  • Query Prompt Modes
  • Creating Reference Prompts

Printing & Outputting Files

  • Output Methods
  • Setting a print area
  • Output to a Printer
  • Output to Microsoft Office
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