This two-day instructor-led course, Business Intelligence for Microsoft Dynamics GP 2010, provides students with knowledge and skill on the current Business Intelligence Tools and delivery Methods available within Microsoft Dynamics GP 2010 and the Microsoft suite of products.
Target Audience:
The audience for this course includes people who plan to implement, configure,
consult, or support Business Intelligence in Microsoft Dynamics GP and also want to modify existing reports or create their own custom reports.
The class is targeted toward application administrators, implementers, and end-users, who need to understand the technical aspects of Business Intelligence and gain foundational knowledge of the application functionality and capabilities.
Pre-requisites:
Before attending this course, students must have:
General knowledge of Windows
General knowledge of Microsoft Dynamics GP
Microsoft SQL Server:
Analysis Services
Reporting Services
Microsoft SQL Server Management Studio
Microsoft SQL Server Business Intelligence Development Studio
Microsoft SQL Server Report Builder 2.0
Microsoft Office 2007
At Course Completion:
After completing this course, students will be able to:
Define Business Intelligence
Discuss BI needs within an organization
Planning of Reports
Creation of New Reports
Delivery Methods
Explain and Demonstrate the Tools, Applications and Delivery Methods available to fulfill BI needs
This module introduce the students to Business Intelligence, and explains how to plan for BI reports.
Lessons
Business Intelligence Overview
Planning a Report
Data Storage
Data Regions
Determine Where Information Exists in Microsoft Dynamics GP
Identify the Data Structure Returned to the Data Set
Table Relationships
Lab : Report Planning
After completing this module, students will be able to:
Define Business Intelligence.
Discuss BI needs within an Organization.
Describe how data is stored in Microsoft Dynamics GP.
Explain data regions that are available on reports and how they can be used.
Determine where information exists in Microsoft Dynamics GP.
Identify main tables, sorting, and restricting requirements.
Identify table relationships to assist in creating statements or stored procedures.
Module 2: Monitoring
This module explains the Tools, Applications and Delivery Methods for monitoring Business Intelligence in Microsoft Dynamics GP.
Lessons
Home Page Metrics
GP Reports and Inquiries
Microsoft Office Word Reports
Business Alerts
Management Reporter
Microsoft SQL Server Reporting Services
Installation of Microsoft SQL Server Reporting Services
Sending Reports through E-mail
Lab : Monitoring
Home Page Metrics
Microsoft Office Word Reports
After completing this module, students will be able to:
Explain Home Page Metrics in Microsoft Dynamics GP.
Describe GP reports.
Using Microsoft Office Word together with Microsoft Dynamics GP.
Set up Business Alerts in Microsoft Dynamics GP.
Using Management Reporter with Microsoft Dynamics GP.
Explain SQL Server Reporting Services together with Microsoft Dynamics GP.
Demonstrate how to install Microsoft SQL Server Reporting Services.
Describe e-mail functionality.
Module 3: Analyzing - SmartList
This module explain how to use SmartList in Microsoft Dynamics GP to analyze the Business Intelligence need. It also describe how to
add SmartList searches as a SmartList favorite and how to import and export to Office Excel or Office Word.
Lessons
SmartList
Field Options
Create Go To Buttons
Advanced Go To Buttons
Restrictions
Calculated Fields
SmartList Options
Import and Export SmartLists
Security
SmartList Builder Maintenance
After completing this module, students will be able to:
Describe how to create, update, and remove SmartLists.
Describe how to set field options for string, currency, integer, long integer, date, and list fields.
Describe how to create Go To buttons.
Describe how to add an Advanced Go To to a SmartList.
Describe how to add restrictions to a SmartList.
Explain how Calculated Fields are added to SmartLists.
Explain how to create summaries and multi-company access.
Describe how to import and export using SmartList Builder.
Describe how to grant access to Data Connections and external tables and views and the Dynamics GP security permissions that can be added to security tasks.
Explain SmartList Builder Maintenance.
Module 4: Analyzing - Excel Reports
This module explain how to use Microsoft Excel to analyze the Business Intelligence needs, it explains how Microsoft Dynamics GP and Microsoft Office uses Office Data Connection (ODC) to view Microsoft Dynamics GP data in an Excel worksheet.
It also describe how to deploy these reports locally, to a network share, or to Microsoft Office SharePoint Server 2007, and how to modify these reports as needed. In addition, how to design and deploy custom Excel reports and integrate Excel reports into Microsoft Office Outlook.
Lessons
Microsoft Excel and Excel Reports overview
Introduction to Excel Report Deployment
Viewing Excel Reports
Changing and Modifying Excel Reports
Security and Excel Reports
Excel Pivot Table Reports
Drill Down Builder
Drill-Through to Microsoft Dynamics GP
Microsoft Enterprise Reporting
After completing this module, students will be able to:
Review Microsoft Excel and Excel Reports together with GP.
Use the Reporting Tools Setup window to deploy Excel data connections and reports, to both Microsoft Dynamics GP and externally.
View and work with Excel reports and data connections from Microsoft Dynamics GP, network shares, Microsoft Office SharePoint Server, or Microsoft Office Outlook.
Modify an existing Excel report, or create a new customized Excel report using the Excel Report Builder.
Examine security needs and concerns for the deployed Excel reports.
Discuss how Pivot Table reports can be created directly in Excel.
Describe Drill Down Builder.
Describe the drill-through feature.
Describe Microsoft Enterprise Reporting.
Module 5: Analyzing - Microsoft SQL Server Reporting Services
This module explain how to use Microsoft SQL Server Reporting Services to analyze the Business Intelligence needs. It describe how to deploy reports to Report Manager. How to create report models and how to create and modify report models in Model Designer. It also explain how to use Report Designer and Report Builder.
Lessons
Microsoft SQL Server Reporting Services Overview
Report Server
Report Manager
Report Builder
Microsoft Business Intelligence Development Studio
Report Layout
Use Properties to Enhance a Report
Parameters and Filtering
Report Designer
Report Wizard
Report Model
Lab : Analyzing - Microsoft SQL Server Reporting Services
Create a Matrix Report Using Report Builder
Create a Report
Modify the Layout
Set Properties
Create a Multi-Select Parameter List
Deploy and View the Report
Create a New Report Model
Create a New Report from a Report Model Using the Report Wizard
After completing this module, students will be able to:
Overview Microsoft SQL Server Reporting Services.
Describe the Report Server.
Describe Report Manager.
Use Report Builder to work with entities and folders, group, sort, and filter data, and view and publish a report.
Create a report, data source, and dataset with Report Designer.
Enhance a report by making modifications to the layout.
Show how to modify properties of items on a report.
Describe and use parameters.
Explain how to deploy reports in Report Designer.
Use the Report Wizard to create a new report.
Describe Model Designer and create a report model.
Module 6: Analyzing - Analysis Cubes and Pivot Tables
This module explain how to use Analysis Cubes and Pivot Tables to analyze the Business Intelligence needs. It describe the key features for Analysis Cubes, how to install and use Analysis Cubes.
It also explain how to create a Pivot Table report using Analysis Cubes and describe the OLPA Technology.
Lessons
Using Cubes
Features and Benefits
Analysis Services Environment
Install and Configure Analysis Cubes
Using Analysis Cubes
Using Pivot Table Report
Create Pivot Table Reports
OLAP Technology
Lab : Analyzing - Analysis Cubes and Pivot Tables
Creating a Pivot Table Report
After completing this module, students will be able to:
Defining Analysis Cubes.
Identify key features and the benefits of using Analysis Cubes.
Describe the concept of Analysis Services Environment.
