Business Intelligence for Microsoft Dynamics GP 2010 (80238)

Module 1: Business Intelligence OverviewThis 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 PlanningAfter 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.

• 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.

• 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.

• 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.

• 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.

• 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.