Knowledge Base
Administrator
- Administrator Module Overview
- Administrator Module - Apps
- Administrator Module - Kepion App
- App has Disappeared
- Administrator Module - Users & Groups
- No Mapping Between Account Names and Security IDs
- Administrator Module - Roles
- Administrator Module - Membership
- Administrator Module - Membership for Users
- Administrator Module - Membership for Roles
- Administrator Module - Membership for Groups
- Administrator Module - Permission
- Manage User and Data Security
- Administrator Module - Module Restriction
- Restrict Modeler and Administrator Access
- Administrator Module - Notification
Modeler
- Model Overview
- Data Overview
- Load Data Through CSV to Partitions
- Configure Valid Relationships
- Configure Application Variables
- Configure Currency Exchange
- Could not Load File or Assembly
Business Process & Analysis
- Use Member Functions
- Use Attribute Values as Dimension Members
- Configure Transactional Drill-Through
- Create Audit Trail for Fact Tables (F_)
- Calculate Year to Date (YTD)
- Archive Scenarios in SQL View
Dashboards
- Configure Mapping Filters
- Dashboard Overview
- Add Drop-Down to Dashboard Navigation
- Add Menu Component to Dashboard
- Add Rule Component to Dashboard
- Clear Invalid Filter Selections
Data Integration
- Data Integration - Overview
- Data Integration for Dimensions
- Data Integration for Hierarchies
- Data Integration for Models
Dimensions
- Dimension Overview
- Time Dimension Overview
- Account Type Behavior
- Configure Member List Mode
- Configure Multiple Fiscal Calendars
- Define Custom Fiscal Week
Forms & Charts
- Forms Overview
- Review Form Changes
- Add Drop-Down to Form
- Add Images to Forms and Dashboards
- Advanced Filter Settings
- Advanced Form Settings
Rules
- Update Dashboard Filter with Rule
- Add Dimension Members with SQL Rule
- Add Row to Form with SQL Rule
- Add Rule Parameters
- Calculate Average with Hierarchy
- Calculate Financial Statements
Security & Workflow
- Configure Email Notification
- Configure Email Notification Template
- Manage Data Security
- Monitor Workflow Progress
- Query User Role and Group Membership with SQL
- Set up Microsoft Graph API for Email Notifications
System & Infrastructure
- System Module Overview
- Sign in
- User Profile
- Impersonate User
- Integrate Kepion with Windows Authentication
- Kepion System Database Tables Guide
- System Module - Applications
- Add Application
- System Module - Application Settings
- Categorize Applications
- System Module - Identity Providers
- Configure Single Sign-On with Azure AD
- Configure Single Sign-On with Windows
- System Module - System Admins
- System Module - Azure Users
- Manage Azure Users in Kepion
- System Module - File Storage
- Configure Workflow Attachment
- Configure Secure File Upload
- System Module - Notification
- System Module - Settings
- Add JavaScript to Kepion