- About Quantrix
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- Learning
- Learning Overview
- Video Demos
- Webinar Series
- Quick Guide
- User Guides
- Modeler Notes
- Mortgage Modification Modeler Note
- Election Tax Model
- Marketing Response Curve Model
- Pivoting Data
- Quantrix in Corporate Budgeting
- Using Expressions in Quantrix
- Performing a Sales Analysis
- Indirect() w/Capex & Depreciation
- Analyzing ARM vs. Fixed Mortgages
- Integrated Financials Models
- Leveraging the @ and # Operators
- Using Circular References
- Converting Spreadsheets to Quantrix
- Using Functions with Black-Scholes
- Using Statistical Functions
- Using Quantrix in Capital Budgeting
- Working with Scenario Categories
- Whitepapers
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Webinar Series
The Quantrix Webinar Series comprises live and recorded webinars designed to show customers how they can achieve business success and maximize return on their Quantrix investment. Hosted by Quantrix Experts, Live Webinars are interactive and offer an opportunity to ask questions specific to your business challenges. The recorded webinars offer you the opportunity to view at your convenience. New Webinar topics are frequently being introduced so check back regularly for scheduled offerings. Please feel free to send us your feedback and ideas for new topics.
- New - Version 3.7 Sneak Peek
- Distributed Budgeting and Planning with Quantrix
- University Budgeting and Planning
- Analyzing Business Performance with DataNAV
- Quantrix 3.1 for OS X Overview
- The Forecasting Value Chain
- Business Modeling with Quantrix Modeler
- Improved Forecasting and Planning with Advanced Formulas
- Improved Budgeting with Quantrix
- Pivoting Data with Quantrix
- Data Modeling with Quantrix
- Integrated Financials with Quantrix
- DHTML Viewer Quick Tour - 8 Minute Overview
Pre-Recorded Webinars
Distributed Budgeting and Planning with Quantrix
This recorded Webinar includes a review of a large budgeting and planning model highlighting operating schedules, integration to core financials, and multi-dimensionality. It demonstrates the consolidation of budget data from business units to a centralized database and Master Budget Model. It also introduces a currency dimension to the Master Budget Model and illustrate how to manage the local-to-reporting currency transition.
Budgeting and planning with Quantrix combines Quantrix Modeler, DataPush and a database to deliver the following benefits:
* Accessibility
* Ease-of-use
* Secure Collaboration
* Flexibility
* Transparency
* Rapid Time-to-Answer
* Automated Consolidations
Watch this pre-recorded Webinar in Windows Media Format.
University Budgeting and Planning
Budgetary challenges are requiring universities to rethink every aspect of their financial plans. Do you have the robust financial models your university needs to really understand what drives cash flows? Discover strategies and tactics that will help your institution develop accurate budgets and plans based on dynamic modeling of the key fiscal building blocks: enrollment, revenues, faculty and staff expenditures, capital expenditures and endowment funds. Featuring higher education consultant and author, Bill Massy, and Quantrix Professional Services Manager, Steven Bailey, this Webinar will help you:
• Identify and employ key drivers and “what if” scenarios for dynamic and accurate budgeting and planning
• Uncover the risks and limitations facing most universities in a changing environment, and
• Learn how to implement a distributed budgeting and planning system with Quantrix.
The Webinar will include a demonstration of an Enrollment Planning model that integrates with a consolidated budget model.
View the Recorded University Budgeting and Planning Webinar
Analyzing Business Performance with DataNAV
This recorded Webinar demonstrates how Quantrix software can help business users employ their data to answer the questions of what happened to their business during a challenging and tumultuous year. Participants will learn:
+ How to set up data sources in a Quantrix library
+ How to build an ad hoc analysis with DataNAV
+ How to use visualization to identify trends and exceptions
+ How to use the analysis to create a model for forward-focused planning
Watch this pre-recorded Webinar in Windows Media Format
Quantrix 3.1 for OS X Overview
This webinar reviews the Quantrix 3.1 for OS X application. The technical requirements for Quantrix 3.1 for OS X are:
- Mac computer with an Intel-based 64bit processor
- Java 10.4.5+
- Java 1.6 64bit for OS X
During the webinar, you will learn:
- New Quantrix Modeler for OS X features
- How to create interactive presentations and dashboards
- How to purchase or upgrade to the latest version
Watch this pre-recorded webinar now on your computer in Windows Media format. (.wmv file format / 67MB / 1hr 3min playing time)
OS X users can download the free open source VLC Player to view the Windows Media file.
The Forecasting Value Chain
You are invited to view the Forecasting Value Chain Webinar. During this Webinar, which was co-presented by Business Forecast Systems and Quantrix, you will learn:
- What is the Forecasting Value Chain
- How to create a unit sales forecast with Forecast Pro
- How to create a financial forecast in Quantrix
- How to import Forecast Pro data into Quantrix with DataLink
- See the effect of forecast changes on an integrated set of financials
During this introductory webinar, you will learn the following:
- Basic navigation and modeling techniques
- Three key differences between Quantrix and Excel spreadsheets
- How international consultancy improved modeling agility while saving customer thousands of dollars
- How Fortune 100 financial services company reduced number of formulas from over 1 Million to just over 100
During the Improved Forecasting and Planning with Advanced Formulas webinar, you will learn the following:
- Consolidate database data and summarize units sold across product lines, months and years with the “Using As” function.
- Calculate depreciation for assets across different asset classes with varying depreciable lives using the “Select” function.
- Calculate year on year projected wage growth across multiple departments with recursion formulas.
- Summarize balance sheet, income statement, and cash flow statements from several company model files into one summary model with inter-model formulas.
During the Improved Budgeting with Quantrix Modeler webinar, you will learn the following:
- Key Features which make Quantrix a better budgeting solution
- Quantrix Budgeting techniques
- How a controller reduced time and error in developing budgets
- How major European Telecom improved cost awareness with Quantrix
Watch this pre-recorded webinar now on your computer in Windows Media format (.wmv file format / 93MB / 56 min playing time) You can also download the completed version of the pivot model used in the Webinar.
Pivoting Data with Quantrix
During the Pivoting Data with Quantrix Webinar, you will learn the following.
- 3 Key differences between pivoted data in a spreadsheet vs. Quantrix
- How to pivot data from a tabular data source containing tax assessment information
- How pivoting applies to all aspects of building Quantrix Models
- How Quantrix users are using pivoted data in their day to day modeling tasks
Watch this pre-recorded webinar now on your computer in Windows Media format (.wmv file format / 44MB / 48 min playing time) or Real Media Format ( .rmvb format / 156MB / 48min playing time). You can also download the completed version of the pivot model used in the Webinar.
During the Data Modeling with Quantrix Webinar, you will learn the following:
- Basic navigation and modeling techniques
- How non-technical Quantrix users can employ the DataLink SQL Wizard to quickly and easily import data from their other business applications.
- Step-by-step building of forecasting and analysis scenarios using historical sales data.
- How a Fortune 100 customer is using Quantrix and DataLink to address their ever-changing and expanding modeling requirements.
Watch this pre-recorded webinar now on your computer in Windows Media format (.wmv file format / 37MB / 1hr 3min playing time) or Real Media Format. ( .rmvb format / 135MB / 1hr 3min playing time)
During the Integrated Financials webinar, you will learn the following:
- Build a set of integrated Balance Sheet, Income and Cash Flow statements.
- Build in assumptions for Accounts Receivable and Accounts Payable
- Layer in a depreciation and amortization schedule.
- Learn about real world examples showing the benefits of using Quantrix to model business activity.
Watch this pre-recorded webinar now on your computer in Windows Media format (.wmv file format / 51MB / 1hr 19min playing time) or Real Media Format. (.rmvb format / 172MB / 1hr 19min playing time) You can also download the completed version of the Integrated Financials model used in the Webinar.
DHTML Viewer Quick Tour
This 8 minute tour demonstrates how to share models with colleagues who do not have Quantrix Modeler. The tour demonstrates:
- How to access and use the DHTML Viewer
- How to share models using the DHTML Viewer
- How colleagues can view and manipulate models presented with DHTML Viewer
Watch this Flash tour by clicking >> DHTML Viewer Tour

