IVE learning journey
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Working with Interactive Visual Explorer (IVE) is a journey that introduces visualizations of advanced business intelligence (BI) to transactional analysis within Sage Intacct. Project visualizations provide insights into data trends that can answer important questions for more effective business planning and development.
The IVE learning journey provides quick access to help, training, videos, and Sage University classes for every level of user. Whether you are new to IVE or an expert user, you are on a journey to success.
The journey of a thousand miles begins with a single step. Or, if you're on a digital journey, with a single key stroke. Every expert started as a first-time user. This is the place to start on your journey to becoming an IVE expert.
Start with IVE basics
Before setting off on your journey, familiarize yourself with the following IVE basics:
- Welcome to IVE: Get acquainted with the benefits of IVE and its intuitive workflow.
- IVE visualization types: Get acquainted with the extensive selection of IVE visualizations you can use to interpret data.
- Workspace: Learn the parts of the visual workspace you will use to create and modify visualizations.
- Reporting areas: Learn about the reporting areas you can use to create visual boards.
- Permissions: Learn how IVE permissions work with user, application, and company permissions.
Get started creating and editing IVE visualizations with:
- Add a visual board: Create a visual board to organize a set of visualizations.
- Use the visual board library: Use pre-built visual boards as templates for your own custom boards.
- Create a new visualization: Create a graphic representations of your data and add it to a board.
- Add data to a visualization: Add data to an existing visualization.
- Add time related data elements: Use time related elements to sort dates in visualizations.
Videos
Training
After mastering the basics of IVE, you're ready to learn the power of IVE data analysis.
Continue working with IVE
- Refine visualizations: Create filters for a canvas, or for a specific visualization.
- Adjust filters: Modify filter ranges to investigate data insights.
- Adjust the canvas: Modify canvas layout and properties.
- Change the date fields: Modify the date format display for a column.
- Modify visualizations: Change the visualization type and adjust the color.
- Sort visualizations: Focus visualization data by sorting, selecting, and drilling.
- Add a visual board to a dashboard: Add a visual board to a dashboard.
Videos
You have a solid foundation in IVE and are ready to master interactive visual reporting.
Advance with expert IVE skills
- Add calculations: Create calculation data elements to add to visualizations.
- Include pre-built calculations: Add pre-built functions to a column calculation.
- Add advanced analytics: Apply advanced analytic functions to visualizations.
- Narrate data trends: Create a visual story to highlight data trends.
- Add to a dashboard: Add a narrated visual board to a dashboard.
- Create presentations: Build stories to share data insights and trends.
- Share presentations: Present stories in a variety of formats.
- Transfer visual board definitions: Transfer a custom visual board from one company to another.
- Troubleshoot IVE: Resolve IVE issues using verified solutions.
Videos
Discover professional-level capabilities in IVE and explore the outer limits of interactive visual reporting.
Explore IVE professional skills
Take off and expand your IVE expertise to professional levels with these topics:
