Product Manuals

The product manual for our planning and modeling software is available for Kepion customers and partners only. If you do not have an account with us and would like to learn more about how you can get started with Kepion, contact info@kepion.com for more information.

If you already have partner account, you can use your login for access to the product reference guides below.

Setup Guide

Guided walkthrough for installing Kepion solution onto a server environment. Topics includes uninstall from environment, setting up sample applications and upgrade process.

Administrator Guide

Describes high-level functionality for administrators to setup user & group security and business workflow setup.

Modeler Guide

Overview of model creation with dimensional hierarchies, linked assumption models, model variables, form authoring, sheet formatting, filter selection and advanced configurations.

Dashboard Designer Guide

Overview on building dashboard views for your planning and reporting applications. Topics include creating dashboards, editing dashboard components, and publishing dashboards to the right audience.

Rule Designer Guide

Overview of the rule designer component within the Kepion Modeler. It describes the types of data rules, and their components, such as data source, transform, action, and publish.

Planning User Guide

Overview of the planning user roles as a Contributor, Approver and Reviewer within the Kepion Solution. Topics also include planning process usage, user types and common user usage.

Data Integration Guide

Describes the data integration concepts and process for the Kepion Solution. Topics include data integration tools, dimension load, hierarchy load and model load.

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