8875: Business Intelligence for Information Workers in Microsoft Dynamics NAV 5.0 (1 Day)
Introduction
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
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.Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.
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 Post
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