C8875A: Business Intelligence for Information Workers in Microsoft Dynamics NAV 5.0
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Duration: 8 hours About this Course: 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 Profile: 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. Course Outline: Module 1: Business Intelligence for Information Workers Lessons • Business Intelligence • Business Intelligence Overview Module 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: Create a Detailed Account Schedule After completing this chapter, students will be able 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. Module 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: Stock Exchange Reporting with XBRL After completing this chapter, students will be able 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. Module 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 After completing this chapter, students will be able 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. Module 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: Create a New Cube After completing this chapter, students will be able 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 Module 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 After completing this chapter, students will be able 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. |
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Dynamics 2010 |




