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DIY for Spotlight Reports | Planful


Learn how to create Planful Spotlight reports from scratch with a helpful demonstration. In this beginner session, we’ll cover how to run an analyze query, show how Spotlight reports are structured, and then add formulas and formatting to input data to your analytical models. Then, we’ll create an Excel-based Spotlight report using the formatting power of Excel tabs, formulas, charts, and more.

About the speaker

Linda Lifchez

Sr. Solution Architect, Planful

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