Course 8875: One days; Instructor-Led
Introduction
This one-day instructor-led course provides participants with a background in concepts of business intelligence, and the means for gaining business intelligence from their company’s Microsoft Dynamics NAV database.
Audience
This course is intended for Microsoft Dynamics NAV partner financial analysts who are responsible for creating business intelligence solutions for Microsoft Dynamics NAV installations.
At Course Completion
Microsoft Dynamics NAV partner financial analysts who are responsible for creating business intelligence solutions for Microsoft Dynamics NAV installations gain experience with:
| • | Business intelligence concepts |
| • | Financial reports |
| • | XBRL |
| • | Financial analysis |
| • | Business Analytics functionality. |
| • | Analyzing Microsoft Dynamics NAV data in Microsoft Office Excel. |
Prerequisites
| • | Introduction to Microsoft Dynamics NAV 5.0 |
| • | Knowledge of basic ERP user roles is desirable. |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.
Introduction
Course Outline
Chapter 1: Business Intelligence for Information Workers
Lessons
| • | Business Intelligence |
| • | Business Intelligence Overview |
The goal of completing this chapter is to enable students to:
| • | Learn business intelligence concepts and receive a course overview. |
| • | Learn the intentions behind the Business Intelligence for Information Workers course, and related courses. |
Chapter 2: Financial Reporting
Lessons
| • | Analyzing the Chart of Accounts |
| • | Demonstration: Review G/L Account Balances |
| • | Demonstration: Review G/L Balances |
| • | Demonstration: Review G/L Balances by Dimension |
| • | Demonstration: Review G/L Account Balances and Budgets |
| • | Demonstration: Review G/L Balances and Budgets |
| • | Account Schedules |
| • | Demonstration: Set up an Account Schedule |
| • | Demonstration: Print Account Schedule Reports |
| • | Demonstration: Export Account Schedules to Excel |
| • | Demonstration: Filter Account Schedules Using Dimensions |
Lab
| • | Lab 2.1 - Create a Detailed Account Schedule |
The goal of completing this chapter is to enable students to:
| • | Describe filtering and analysis windows related to the Chart of Accounts. |
| • | Set up an Account Schedule and explain other processes relating to account schedules. |
Chapter 3: XBRL
Lessons
| • | XBRL Terminology |
| • | XBRL Specifications and Taxonomies |
| • | Demonstration: Import a Taxonomy |
| • | Demonstration: Update a TaxonomyWorking with Linkbases |
| • | Demonstration: Attach a Linkbase |
| • | Demonstration: Update a Linkbase |
| • | Demonstration: Add a New Label Linkbase |
| • | Demonstration: Apply a LinkbaseEntering XBRL Line Definitions |
| • | Demonstration: Map the Taxonomy to the Chart of Accounts |
| • | Demonstration: Copy XBRL SetupExporting the XBRL Lines |
Lab
| • | Lab 3.1 - Stock Exchange Reporting with XBRL |
The goal of completing this chapter is to enable students to:
| • | Explain the terminology associated with XBRL. |
| • | Explain the process of importing and updating taxonomies. |
| • | Explain the process of attaching linkbases to taxonomies. |
| • | Describe windows related to XBRL lines and explain the process of entering XBRL line definitions. |
| • | Export XBRL lines. |
Chapter 4: Financial Analysis
Lessons
| • | View Posted Dimension Information |
| • | Demonstration: View Dimensions on Posted EntriesAnalyze Financial Information Using Dimensions |
| • | Demonstration: Create Analysis Views |
| • | Demonstration: Add Dimension Value Filters |
| • | Dimension Based Reports |
| • | Demonstration: Generate the Dimensions - Total Report |
| • | Demonstration: Generate the Dimensions - Detail Report |
| • | Demonstration: Combine Analysis Views with Account Schedules |
Labs
| • | Lab 4.1 - Create an Analysis View |
| • | Lab 4.2 - Combine an Analysis View with an Account Schedule |
The goal of completing this chapter is to enable students to:
| • | Describe types of dimensions, and entering dimensions in journals and documents. |
| • | Explain how to view posted dimension information. |
| • | Describe the windows related to analyzing financial information and explain the setup of analysis views. |
| • | Explain how to generate and print dimension analysis reports. |
Chapter 5: Business Analytics
Lessons
| • | Data Warehouse |
| • | Setting up the Microsoft Dynamics NAV Configurator |
| • | Demonstration: Set up a New Cube |
| • | Setting up BA Databases |
| • | Demonstration: Set up BA Databases |
| • | Demonstration: Schedule the Configurator to Run Automatically |
| • | Additional Business Analytics Task Demonstration: Set up a Virtual Cube |
| • | Demonstration: Map Existing Dimensions to a Cube |
Lab
| • | Lab 5.1 - Create a New Cube |
The goal of completing this chapter is to enable students to:
| • | Describe Business Analytics. |
| • | Explain the terminology associated with Business Analytics. |
| • | Describe the data warehouse and the elements of the data warehouse. |
| • | Set up the Microsoft Dynamics NAV Configurator. |
| • | Explain the process of setting up BA Databases. |
| • | Set up virtual cubes and map existing dimensions to a cube |
Chapter 6: Analyze Microsoft Dynamics NAV 5.0 Data in Microsoft Excel
Lessons
| • | Export Analysis Views to Excel |
| • | Demonstration: Export an Analysis View to Excel |
| • | Work with Data in Excel |
| • | Demonstration: Rename a Column and Add Bold Effects |
| • | Demonstration: Add a Chart |
Labs
| • | Lab 6.1 - Export an Analysis View to Excel |
| • | Lab 6.2 - Review Exported Analysis Views Side-by-Side |
The goal of completing this chapter is to enable students to:
| • | Explain the process of exporting analysis views to Microsoft Office Excel 2003 and describe the elements of the exported file. |
| • | Describe how to work with analysis data that has been imported into Excel. |
For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100
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