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Business Intelligence for Information Workers in Microsoft Dynamics NAV 5.0 (8875B)

Vendor: 
Microsoft [1]
Subject: 
ERP [2]
Overview: 

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.

Course Contents: 

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.
    • Prerequisites: 
  • Introduction to Microsoft Dynamics NAV 5.0
  • Knowledge of basic ERP user roles is desirable.
    • Benefits: 

    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.
    • 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.

    Materials Available: 
    Yes
    Duration: 
    8 hours

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    [2] http://www.htinstitute.com/htnteam/erp