80238 Business Intelligence for Microsoft Dynamics GP 2010

Code: 80238
Category: Dynamics GP | GP 2016 | GP 2015 | Great Plains
Course duration: 3 days
Price: $2,695

80238: Business Intelligence for Microsoft Dynamics GP 2010 ( 3 Days)

About this Course

This three-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.

Audience Profile

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.

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 andDemonstrate the Tools, Applications and Delivery Methods available to fulfill BI needs

Course Outline

Module 1: Business Intelligence Overview

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 andhow toimport 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 MicrosoftExcel to analyze the Business Intelligence needs, itexplains how Microsoft Dynamics GP and Microsoft Office uses Office Data Connection (ODC) toview Microsoft Dynamics GP data in an Excel worksheet.It also describe how todeploy these reports locally, to a network share, or to Microsoft Office SharePoint Server 2007, andhow tomodify 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 createand modify report models in Model Designer. It also explain how to use Report Designerand 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.
  • Outline Analysis Services' integrated environments.
  • Explain how to install and configure Analysis Cubes on server and client computers.
  • Explain how to Using Analysis Cubes.
  • Set up options when using the Create Pivot Table Reports window to produce Excel reports.
  • Use the Create Pivot Table Reports window to create pivot table reports using Analysis Cubes.
  • Describe OLAP Technology.

 

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

*E-Tek is an authorized Prometric testing center, offering official Microsoft certification exams at its Secaucus, New Jersey (NJ) location.

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