Course Outline

Module 1: Overview and Financial Reporting
This module provides an overview of Business Intelligence and describes how to generate reports out of the Chart of Accounts—from determining the data to include in the reports, to designing the layout.
Lessons

• Business Intelligence
• Analyze the Chart of Accounts
• Account Schedules

Lab : Create a Detailed Account Schedule

Module 2: XBRL
This module provides definitions of XBRL terminology and then explains the setup and processing needed to implement data in XBRL, including importing taxonomies, attaching linkbases, entering line definitions, and exporting XBRL lines.
Lessons

• XBRL Terminology
• XBRL Specifications and Taxonomies
• Work with Linkbases
• Enter XBRL Line Definitions
• Export the XBRL Lines

Lab : Stock Exchange Reporting with XBRL

Module 3: Financial Analysis
This module describes types of dimensions in Microsoft Dynamics NAV, how to analyze data using dimensions, and how to create a report based on dimensions.
Lessons

• Enter Dimensions in Journals and Documents
• View Posted Dimension Information
• Analyze Financial Information Using Dimensions
• Dimension Based Reports
• Export the XBRL Lines

Lab : Create an Analysis View

Lab : Combine an Analysis View with an Account Schedule

Module 4: Business Analytics
This module is designed to give information workers ready access to basic analysis and reporting capabilities. Concepts relating to any data mining software, including Microsoft SQL Server Analysis Services, are introduced and data cubes are created.
Lessons

• Business Analytics Overview
• Terminology Associated with Business Analytics
• Data Warehouse
• Define a Configuration
• Set Up and Schedule the Configurator
• Additional Business Analytics Tasks

Lab : Create a New BA Database and Cube

Module 5: Analyze Microsoft Dynamics NAV Data in Microsoft Office Excel 2007
This module describes how to export and work with Analysis Views in Microsoft Office Excel 2007.
Lessons

• Export Analysis Views to Excel 2007
• Work with Data in Excel 2007
• Connect Excel 2007 to a Microsoft Dynamics NAV Database

Lab : Export an Analysis View to Excel 2007

Lab : Review Exported Analysis Views Side-by-Side

 

Trajanje: 1 dan
Lokacija: Housing, Vodovodna 100, Ljubljana
Cena: 410 EUR + DDV, za člane NLT: brezplačno

Termini

• 30.06.2011 -> 30.06.2011

Prijava na tečaje je možna samo za registrirane uporabnike.

About this Course
This one-day course, Business Intelligence for Information Workers in Microsoft Dynamics NAV 2009, provides students with the information and tools to efficiently access their business data without a lot of complex setup and staging. Therefore, this course focuses on internal reporting and analysis functionality, in addition to the means for sharing data outside of the Microsoft Dynamics NAV environment, either through XBRL—a language for tagging financial data—or by exporting data to Microsoft Office Excel 2007. This course also provides an introduction to Business Analytics.
 

Audience Profile
This course is intended for Microsoft Dynamics NAV customer and partner financial analysts who are responsible for creating business intelligence solutions for Microsoft Dynamics NAV installations.
 

At Course Completion
After completing this course, students will be able to:

• Explain business intelligence concepts.
• Filter and access analysis pages in the Chart of Accounts.
• Set up Account Schedules.
• Explain terminology associated with XBRL.
• Import and update taxonomies.
• Attach, update, and apply linkbases to taxonomies.
• Enter XBRL line definitions.
• Export XBRL lines.
• Enter dimensions in journals and documents.
• View posted dimension information.
• Set up analysis views.
• Generate and print dimension analysis reports.
• Describe Business Analytics and related terminology.
• Describe the data warehouse and the elements of the data warehouse.
• Set up a Business Analytics database and cube.
• Set up virtual cubes and map existing dimensions to a cube.
• Export analysis views to Office Excel 2007 and describe the elements of the exported file.
• Work with analysis data that has been imported into Office Excel 2007.
• Connect a Microsoft Dynamics NAV database to Office Excel 2007.