Getting Started with Diligent

This article introduces Diligent at a high level. Before diving into steps like creating projects or building cubes, it’s important to understand what the platform is designed for and why it matters. What Is Diligent?Diligent is Blue Ops and EBM’s financial and transactional data and analytics pl...

This article provides a tour of the Diligent interface and its main sections. The homepage serves as your hub for managing projects, cubes, and related data. OverviewDiligent is a financial and transactional data management and reporting platform that brings together data from different sources i...

Follow this guided video course to learn Diligent from the ground up. Begin with a quick overview, then move into access and setup, cube creation, data loading, configuration, and calculations. Each video builds on the last, taking you from your first sign-in to advanced reporting so you can work...

To use Diligent effectively, you’ll need to log in with your Microsoft 365 account and install the Excel Add-in, which connects Excel directly to your cubes. This article guides you through access requirements, login steps, installation, and basic user management. OverviewDiligent has two main ac...

Projects are the foundation of Diligent. Think of them as the “containers” that hold your financial data, cubes, and reporting structures. Each project typically corresponds to a deal, portfolio company, or business unit. Creating a project is usually one of the very first steps in setting up you...