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Technical

3 sessions in this series

Master advanced features and enhance your database creation, data set management and set up your Sync for consistent performance in our online 3-part technical training.

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Technical

Database Designer 

Now on-demand
Refine your database creation skills.
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Bill Allen
Bill Allen
Technical Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, learn how to:

  • Create and name your new database
  • Load your raw data
  • Drag and drop to populate streams and map data
  • Customize database components
  • Build your database
Database Designer 

Loading new data sets

Now on-demand
Learn how to upload and manage data sets inside Phocas including budgets.
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Steve Cudars
Steve Cudars
Senior Technical Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

This session covers:

  • How to prepare your data to import into Designer
  • Build and prepare your budgets in Phocas
  • Create and map data to a new stream
Loading new data sets

Intro to Sync

Now on-demand
Learn how to use Sync best and avoid potential pitfalls.
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Dave Cadman
Dave Cadman
Technical Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, learn how to:

  • Set your Sync up for consistent performance
  • Optimize your queries
  • Troubleshooting
Intro to Sync

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