80262 Business Intelligence for IT Professionals in Microsoft Dynamics NAV 2009

Code: 80262
Course duration: 2 days
Price: 1695

80262: Business Intelligence for IT Professionals in Microsoft Dynamics NAV 2009 ( 1 Day)

About this Course

This two-day instructor-led course explores the Business Intelligence functionality of Microsoft Dynamics NAV 2009 Classic client from an IT professional’s point of view. The course explains the possibilities of performing business intelligence tasks on various online analytical processing (OLAP) clients using a Business Analytics (BA) database configured in Microsoft Dynamics NAV. The BA database, created in this training material and used in business intelligence analyses throughout the course, is based on the standard demonstration data of Microsoft Dynamics NAV 2009.

Audience Profile

This course is intended for IT professionals responsible for developing company specific queries and reports through Business Analytics in Microsoft Dynamics NAV 2009. Customers wishing to develop a working knowledge of the setup and use of Business Analytics may also find this course valuable.System administrators and/or systems technical staff will also benefit from an understanding of the setup and philosophy of Business Analytics.

At Course Completion

After completing this course, students should be able to:

  • Define business intelligence
  • Examine the Business Analytics architecture
  • Provide insight into the online analytical processing technology
  • Become acquainted with the business intelligence terminology
  • Define requirements and preconditions for the installation of Business Analytics for Microsoft Dynamics NAV 2009
  • Install and set up the Business Analytics Basic for Microsoft Dynamics NAV 2009 Classic with Microsoft SQL Server
  • Define the requirements for the installation of the Business Analytics Basic for Microsoft Dynamics NAV 2009 Classic with Database Server
  • Install and set up the Business Analytics Advanced version
  • Describe known issues and provide solutions for them
  • Provide a general overview of the Business Analytics database elements to be set up in Microsoft Dynamics NAV
  • Create and set up a new Business Analytics database
  • Launch the process of configuring the created Business Analytics database on the Microsoft SQL Server Analysis Service side
  • Provide an overview of Microsoft SQL Server Analysis Services
  • Describe the concept of Analysis Services Environment
  • Outline Analysis Services’ integrated environments
  • Provide an overview of a cube
  • Build a pivot table on the basis of a cube
  • Manipulate the data in the created pivot table
  • Provide an overview of Reporting Services in Microsoft SQL Server
  • Provide a brief description of how to configure Reporting Services in Microsoft Windows Server 2005
  • Provide IT professionals with an example of how to create reports in Microsoft SQL Server Business Intelligence Development Studio using the Report Wizard
  • Deploy the report to a report server
  • Provide a general overview of Business Analytics Suite and its business intelligence features
  • Understand the user interface of Business Analytics for Microsoft Dynamics NAV
  • Provide a general idea on how to build analyses and reports using the Intelligent Analysis tool
  • Create a dashboard drawing using the Intelligent Analysis tool
  • Make an analysis based on a cross tabulation
  • Design a Business Analytics report
  • Describe how the work on an analysis or report can be completed
  • Build a pivot table in Microsoft Office Excel
  • Build a pivot chart in Microsoft Office Excel

Course Outline

Module 1: Business Intelligence Overview

This module provides a broad overview of the basic concepts of business intelligence. The architecture of Business Analytics and the analytical processing technology are examined. Finally, the business intelligence terminology is explained.

Lessons

  • Business Intelligence Overview
  • Business Analytics Architecture
  • OLAP Technology
  • Terminology

After completing this module, students should be able to:

  • Define business intelligence
  • Examine the Business Analytics architecture
  • Provide insight into the online analytical processing technology
  • Get acquainted with the business intelligence terminology

Module 2: Business Analytics Installation and Setup

This module describes how to install and set up Business Analytics (BA), both Basic and Advanced versions. The module explains the differences between the installation of the Basic version for Microsoft Dynamics NAV 2009 Classic with Database Server and with Microsoft SQL Server. The installation is performed on the default BA database available in the Cronus demonstration database. Finally, the Troubleshooting section provides a list of problems IT professionals can encounter while installing and setting up BA and gives solutions for them.

Lessons

  • General Requirements and Preconditions
  • Installing Business Analytics Basic for Microsoft Dynamics NAV 2009 Classic with Microsoft SQL Server
  • Installing Business Analytics Basic for Microsoft Dynamics NAV 2009 Classic with Database Server
  • Installing Business Analytics Advanced Version
  • Troubleshooting

After completing this module, students should be able to:

  • Define requirements and preconditions for the installation of Business Analytics for Microsoft Dynamics NAV 2009
  • Install and set up the Business Analytics Basic for Microsoft Dynamics NAV 2009 Classic with Microsoft SQL Server
  • Define the requirements for the installation of the Business Analytics Basic for Microsoft Dynamics NAV 2009 Classic with Database Server
  • Install and set up the Business Analytics Advanced version
  • Describe known issues and provide solutions for them

Module 3: Configuring a BA Database in Microsoft Dynamics NAV

This module describes how to create and set up a Business Analytics (BA) database on the Microsoft Dynamics NAV side before configuring the designed data on the Microsoft SQL Analysis Services side. In Chapter 2: Business Analytics Installation and Setup, the Configurator for SQL Server 2005 is run for the BA database which is already available in the demonstration database. This module demonstrates how to manually create new cubes, define each cube’s dimensions and measures, and set up other database components. Before explaining the configuration procedure, all the components of the BA database are described.

Lessons

  • BA Database Components
  • Setting Up a BA Database

Lab : Configuring a BA Database

After completing this module, students should be able to:

  • Provide a general overview of the Business Analytics database elements to be set up in Microsoft Dynamics NAV
  • Create and set up a new Business Analytics database
  • Launch the process of configuring the created Business Analytics database on the Microsoft SQL Server Analysis Service side

Module 4: Processing Cubes in Analysis Services using Microsoft SQL Server Management Studio

This module provides an overview of Microsoft SQL Server Analysis Services (SSAS), and analysis services environments including Microsoft SQL Server Management Studio and Business Intelligence Development Studio.The second part of the module demonstrates how to use Microsoft SQL Server Management Studio to browse a cube created in Chapter 3: Configuring a BA Database in Microsoft Dynamics NAV, and build a pivot table based on that cube.

Lessons

  • Microsoft SQL Server Analysis Services
  • Analysis Services Environment
  • Browsing a Cube and Building a Pivot Table

Lab : Browsing a Cube in Microsoft SQL Server Management Studio

After completing this module, students should be able to:

  • Provide an overview of Microsoft SQL Server Analysis Services
  • Describe the concept of Analysis Services Environment
  • Outline Analysis Services’ integrated environments
  • Provide an overview of a cube
  • Build a pivot table on the basis of a cube
  • Manipulate the data in the created pivot table

Module 5: Designing Reports in Microsoft SQL Server Business Intelligence Development Studio

This module outlines the architecture of Reporting Services and describes how to configure Reporting Services in Microsoft SQL Server 2005.The module also provides a general review of the Microsoft SQL Server Reporting Services functionality based on a level that is sufficient for designing a report. Microsoft SQL Server Business Intelligence Development Studio is used for business intelligence purposes as an alternative to other online analytical processing (OLAP) client applications such as Business Analytics for Microsoft Dynamics NAV or Microsoft Office Excel.

Lessons

  • Reporting Services Overview
  • Configuring Reporting Services
  • Creating a Report in Microsoft SQL Server Reporting Services
  • Publishing Reports to a Report Server

Lab : Creating and Deploying a Report in Microsoft Visual Studio

After completing this module, students should be able to:

  • Provide an overview of Reporting Services in Microsoft SQL Server
  • Provide a brief description of how to configure Reporting Services in Microsoft Windows Server 2005
  • Provide IT professionals with an example of how to create reports in Microsoft SQL Server Business Intelligence Development Studio using the Report Wizard
  • Deploy the report to a report server

Module 6: Using Business Analytics Advanced

This module describes how to use Business Analytics (BA) for Microsoft Dynamics NAV to perform advanced business intelligence tasks.This module also explores how, based on the scenario of Chapter 3, the scenario tasks can be achieved with the help of Business Analytics for Microsoft Dynamics NAV.

Lessons

  • Business Analytics Suite Overview
  • User Interface
  • Intelligent Analysis
  • Business Analytics Reports
  • Printing, Exporting, Sending, and Saving

After completing this module, students should be able to:

  • Provide a general overview of Business Analytics Suite and its business intelligence features
  • Understand the user interface of Business Analytics for Microsoft Dynamics NAV
  • Provide a general idea on how to build analyses and reports using the Intelligent Analysis tool
  • Create a dashboard drawing using the Intelligent Analysis tool
  • Make an analysis based on a cross tabulation
  • Design a Business Analytics report
  • Describe how the work on an analysis or report can be completed

Module 7: Data Analysis using Microsoft Office Components

This module describes how to use Microsoft Office Excel as an alternative online analytical processing (OLAP) client application. As an alternative client application, it used to perform a business intelligence analysis on the data from the Business Analytics database configured in Chapter 3.

Lessons

  • Building Pivot Tables in Microsoft Office Excel
  • Building Pivot Charts

Lab : Building a Pivot Table and a Pivot Chart in Microsoft Office Excel

After completing this module, students should be able to:

  • Build a pivot table in Microsoft Office Excel
  • Build a pivot chart in Microsoft Office Excel

Before attending this course, students must have:

  • General knowledge of Windows
  • Microsoft Dynamics NAV 2009 Classic Client
  • Microsoft SQL Server:
    • Analysis Services
    • Reporting Services
    • Microsoft SQL Server Management Studio
    • Microsoft SQL Server Business Intelligence Development Studio
  • Microsoft Office Excel 2007

In addition, it is recommended, but not required, that students have:

  • Basic knowledge of analytics

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

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