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Visit us: www.solverusa.com Email us: [email protected] BI360: Self-Paced ‘Techical Product Training’ Guide PURPOSE: This document is meant to be used as a self-paced guide for power users (consultants, customers, and partners) to educate themselves on the technical aspects of BI360 (product functionality, how to design reports, how to design planning input forms and models, how to administer the data warehouse, etc…). JUMP IN! Thank you for choosing BI360! Now it is time to get you familiar with the technical side of BI360! This ‘Self- Paced Technical Product Training Guide’ is organized into sessions to enable you to manage the pace of your own education. If you care to ‘get it all done straight away’, take each session, one immediately following the other, to complete the entire curriculum in record time. Alternatively, take one or two sessions every few days, over a longer period of time. You can choose the method that works best for you! IMPORTANT NOTE: Before proceeding with this guide, you must either be a BI360 customer (having already purchased licenses of BI360) or be a BI360 Partner (having signed up as an official partner with rights to Partner license keys and portal access). If you are reading this guide and fall into neither one of these roles, contact Solver to help clarify your access to the resources outlined below. If you are an end user/customer, you may either contact your BI360 reseller or contact your Solver Account manager at [email protected]. If you are a BI360 Partner, contact your Solver Partner Account Manager directly. If you are unsure of who this may be, contact [email protected]. Thank you! The BI360 Team at Solver
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Page 1: BI360: Self-Paced Techical Product Training’ Guide · BI360: Self-Paced ‘Techical Product Training’ Guide PURPOSE: This document is meant to be used as a self-paced guide for

Visit us: www.solverusa.com Email us: [email protected]

BI360: Self-Paced ‘Techical Product Training’ Guide

PURPOSE:

This document is meant to be used as a self-paced guide for power users (consultants, customers, and partners)

to educate themselves on the technical aspects of BI360 (product functionality, how to design reports, how to

design planning input forms and models, how to administer the data warehouse, etc…).

JUMP IN!

Thank you for choosing BI360! Now it is time to get you familiar with the technical side of BI360! This ‘Self-

Paced Technical Product Training Guide’ is organized into sessions to enable you to manage the pace of your

own education. If you care to ‘get it all done straight away’, take each session, one immediately following the

other, to complete the entire curriculum in record time. Alternatively, take one or two sessions every few days,

over a longer period of time. You can choose the method that works best for you!

IMPORTANT NOTE:

Before proceeding with this guide, you must either be a BI360 customer (having already purchased licenses of

BI360) or be a BI360 Partner (having signed up as an official partner with rights to Partner license keys and portal

access).

If you are reading this guide and fall into neither one of these roles, contact Solver to help clarify your access to

the resources outlined below. If you are an end user/customer, you may either contact your BI360 reseller or

contact your Solver Account manager at [email protected]. If you are a BI360 Partner, contact your Solver

Partner Account Manager directly. If you are unsure of who this may be, contact [email protected].

Thank you!

The BI360 Team at Solver

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..............................................................................................1 BI360: Self-Paced ‘Techical Product Training’ Guide

.............................................................................3 BI360 Product Training General Overview & Pre-Requisite Steps

Curriculum Overview ..............................................................................................................................................3

Pre-requisite Steps .................................................................................................................................................5

..........................................................................................................................................................7 BI360 Reporting

1 - BI360 Overview & Portal Resources ..................................................................................................................7

2 - Installation and Administration .........................................................................................................................7

3 - Composer (Ad-hoc Reporting) ...........................................................................................................................8

4 - Introduction to Report Designer .......................................................................................................................8

5 - How to Build a P&L ............................................................................................................................................9

6 - Reporting Security & Tools ................................................................................................................................9

7 - How to Build Additional Reports .......................................................................................................................9

......................................................................................................................................................... 10 BI360 Planning

8 - Budgeting: Overview and Templates ............................................................................................................. 10

9 - Input Form Design 1 (Standard P&L Budgeting)............................................................................................. 10

10 - Input Form Design 2 (Advanced Capex budget) ........................................................................................... 11

11 - Workflow Set-up and User Security ............................................................................................................. 11

............................................................................................................................................ 12 BI360 Data Warehouse

12 - Data Warehouse Overview and Configuration ............................................................................................ 12

13 - Data Warehouse Imports (data & dimensions) ............................................................................................ 13

14 - Best practices architecture discussion ......................................................................................................... 13

.................................................................................................................................... 14 BI360 Downloads Fast Track

Contents

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BI360 Product Training General Overview & Pre-Requisite Steps

This section outlines general curriculum sessions, resources used, as well as pre-requisite content download steps.

Curriculum Overview

BI360 ReportingSession Topic Resources

1 BI360 Overview & Portal Resources Demonstration Video

Reporting Training Guide BI360 Book

2 Installation and Administration

Installation Guide

User Guide

Report Training Guide

BI360 Book

3 Composer (Ad-hoc Reporting) Product Training Video

Reporting Training Guide

BI360 Book

4 Introduction to Report Designer Product Training Video

Reporting Training Guide

BI360 Book

5 How to Build a P&L Product Training Video

Reporting Training Guide

6 Reporting Security & Tools

Product Training Video (Updated video for v3.5 to come)

Administration Tool User Guide

BI360 Book

7 How to Build Additional Reports Reporting Training Guide

BI360 Book

BI360 Planning Session Topic Resources

8 Budgeting: Overview and Templates

Demo Video Planning Training Guide

Planning User Guide

BI360 Book

9 Input Form Design 1 (Standard P&L Budgeting) Product Training Video

Planning Training Guide

BI360 Book

10 Input Form Design 2 (Advanced Capex budget) Product Training Video (Video to come)

Planning Training Guide

BI360 Book

11 Workflow Set-up and User Security Product Training Video Planning User Guide BI360 Book

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BI360 Data Warehouse Session Topic Resources

12 Data Warehouse Overview and Configuration Video (Video to come)

Warehouse User Guide BI360 Book

13 Data Warehouse Imports (data & dimensions) Warehouse User Guide

Warehouse Training Manual

BI360 Book

14 Best practices architecture discussion Solver Consultants

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Pre-requisite Steps

BI360 Downloads Sites, Manuals & Guides How to Access

BI360 Customer & Partner Portal

(Secure ‘login required’ Online Content)

Access the BI360 Portal - https://support.solverusa.com login required

Create Login Credentials o Customers: Can register as a new user. o Partners: Refer to your ‘Welcome Letter’ for login directions

Email your account manager for a copy if you’ve misplaced it.

Product Training videos housed in ‘Solver University’, accessed through the lower left navigation pane, once logged in to the Portal.

Training Guides

(Module specific training)

Access the BI360 Portal - https://support.solverusa.com login required

BI360 Downloads | Module Name| Documentation - Training Guides o BI360 Reporting Training Guide (ERP Specific)

o BI360 Planning Training Guide

o BI360 Data Warehouse Training Guide

BI360: The Ultimate How-To Guide

(370-page, 4-color book of exercises and

deep details)

Order copy of BI360 book - http://www.solverusa.com/contact/orderbook o Customers: Contact your partner or account manager if you

think it was included in your original purchase of the software. o Partners: Contact your account manager if this was included in

your partnership agreement.

Many exercises in the self-paced curriculum are supported by chapters and sections in the BI360 book.

Additional Resources Source How to Access

Solver Forum

(Product knowledge, tips & tricks)

Access the Solver Forum - www.solverusa.com/forum login required

Create Login Credentials o Can register as a new user in the login page

All BI360 related posts are under the Solver BI360 sub-forum

Solver Newsletter

(Updated news on products and

services)

Signup for the Solver Newsletter - Link o Register an e-mail address to receive the Solver Newsletter

All updates on product releases dates and other information is communicated through the newsletter.

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Solver Social Network

(Blog, Facebook, Twitter, LinkedIn)

Links to the social networks:

Blog Facebook Twitter LinkedIn

Join our social networks to keep up-to-date on the most current releases and news.

QUESTIONS?

General Content & Access: Should you have questions with regard to the general curriculum, or how

to access the supporting training files (PPT, Manuals, etc…) email [email protected]

Technical Product questions: Should questions arise regarding the technical product functionality,

please submit your questions to [email protected]. We will respond as quickly as possible to keep

your training flowing!

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BI360 Reporting

This section will help you to educate yourself on the technical reporting features and functionality of BI360.

Topic & Resource Steps

1 - BI360 Overview & Portal Resources

Resources Used Demonstration Video

Reporting Training Guide

BI360 Book

a) Demo Videos

View demonstration videos

Overview: Overview Video Reporting: Reporting Intro Video Planning: Planning Intro Video Dashboards: Dashboard Intro Video

b) Reporting Training Guide Read ‘Introduction’

c) Book: Ultimate How-To Guide Part I: Chapter 1-3

Topic & Resource Steps

2 - Installation and Administration

Resources Used Installation Guide

Administration Tool User Guide

Reporting Training Guide

BI360 Book

a) User Guide (Login to the Support Portal )

Go to BI360 Downloads | Reporting | Documentation - User Guide

View: Installation Guide/Quick Install and Administration Tool User Guide

b) Reporting Training Guide Read ‘Overview of the Administration Guide’

c) Book: Ultimate How-To Guide Part II: Chapter 4

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Topic & Resource Steps

3 - Composer (Ad-hoc Reporting)

Resources Used Product Training Video

Reporting Training Guide

BI360 Book

a) Training Video (Login to Support Portal) Go to Solver University | Videos

View: Reporting 102: Composer Basics

b) Reporting Training Guide Read ‘Overview of the Report Composer’

Read ‘Report Composer Exercise 1-3’

c) Book: Ultimate How-To Guide Part III: Chapter 5-6

Topic & Resource Steps

4 - Introduction to Report Designer

Resources Used Product Training Video

Reporting Training Guide

BI360 Book

a) Training Video (Login to Support Portal) Go to Solver University | Videos

View: Reporting 101: Reporting Basics

b) Reporting Training Guide Read ‘Overview of Report Designer’

Read ‘Report Designer Exercise 1’

c) Book: Ultimate How-To Guide Part IV: Chapter 7-9

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Topic & Resource Steps

5 - How to Build a P&L Resources Used Product Training Video

Reporting Training Guide

a) Training Video (Login to Support Portal) Go to Solver University | Videos

View: Reporting 203: How to Build a P&L

b) Reporting Training Guide Read ‘Report Designer Exercise 2’

Topic & Resource Steps

6 - Reporting Security & Tools

Product Training Video (Updated video for v3.5 to come)

Administration Tool User Guide

BI360 Book

a) Training Video (Login to Support Portal) Go to Solver University | Videos

View: Reporting 202: Security

b) User Guide (Login to Support Portal)

Go to BI360 Downloads | Reporting | Documents - User Guides

View: Administration Tool User Guide | Access Management

c) Book: Ultimate How-To Guide Appendix 6

Topic & Resource Steps

7 - How to Build Additional Reports Reporting Training Guide

BI360 Book

a) Reporting Training Guide Read ‘Report Designer Exercise 3-7’

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b) Book: Ultimate How-To Guide Part IV: Chapter 10 (and Appendices)

BI360 Planning Designed for Sales, Pre-sales or Consultants that need to demonstrate/learn BI360 Planning & the Data Warehouse.

Topic & Resource Steps

8 - Budgeting: Overview and Templates

Resources Used Demo Video

Planning Training Guide

Planning User Guide

BI360 Book

a) Demo Video View demonstration video

Planning: Planning Intro Video

b) Planning Training Manual Read ‘Overview of BI360 Planning’

c) User Guide (Login to Support Portal) Go to BI360 Downloads | Budgeting|

Documentation - User Guides

Planning User Guide

d) Book: Ultimate How-To Guide Part V: Chapter 12

Topic & Resource Steps

9 - Input Form Design 1 (Standard P&L Budgeting)

Resources Used Product Training Video

Planning Training Guide

BI360 Book

a) Training Video (Login to Support Portal) Go to Solver University | Videos

View: Planning 201: PL Input Form Part 1 & 2

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b) Planning Training Guide Read ‘Exercise: Example 1’

c) Book: Ultimate How-To Guide Part V: Chapter 12 - Getting Started with

Implementation

Topic & Resource Steps

10 - Input Form Design 2 (Advanced Capex

budget)

Resources Used Product Training Video (Video to come)

Planning Training Guide

BI360 Book

a) Training Video (Login to Support Portal) Video to come

b) Planning Training Guide Read ‘Exercise: Example 2’

c) Book: Ultimate How-To Guide Part V: Chapter 13 - Capital Expenditures

Model

Topic & Resource Steps

11 - Workflow Set-up and User Security

Resources Used Product Training Video (Video to come)

Planning User Guide

BI360 Book

a) Training Video (Login to Support Portal) Video to come

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b) User Guide (Login to Support Portal)

Go to BI360 Downloads | Budgeting| Documentation - User Guide | Planning User Guide

Read Assignments section

c) Book: Ultimate How-To Guide Part V: Chapter 12 - Getting Started with

Implementation

BI360 Data Warehouse Designed for Sales, Pre-sales or Consultant needing to implement and administer the Data Warehouse.

Topic & Resource Steps

12 - Data Warehouse Overview and Configuration

Resources Used Product Training Video (Video to come)

Warehouse User Guide

BI360 Book

a) User Guide (Login to Support Portal)

Go to BI360 Downloads | Data Warehouse| Documentation - User Guides | Warehouse User Guide

Read Introduction, Overview, and Configuration sections

b) Book: Ultimate How-To Guide Part VI: Chapter 16-17

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Topic & Resource Steps

13 - Data Warehouse Imports (data &

dimensions)

Resources Used Warehouse User Guide

Warehouse Training Manual

BI360 Book

a) User Guide (Login to Support Portal)

Go to BI360 Downloads | Data Warehouse| Documentation - User Guides | Warehouse User Guide

Read Managing the Data Warehouse section

b) Warehouse Training Manual Read ‘Exercise: Example 1’ and ‘Exercise:

Example 2’

c) Book: Ultimate How-To Guide Part VI: Chapter 18

Topic & Resource Steps

14 - Best practices architecture discussion Resources Used Solver Consultants

a) Solver Consultants

Each Data Warehouse configuration varies by business requirement

Recommended to fill out the embedded file below.

Consult a Senior Consultant from Solver

Integration Documentation.xlsx

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BI360 Downloads Fast Track Use the tables below to download the key pieces of content to support your BI360 Self-Paced Technical Training.

Access Partner Portal & Demo Portal WHAT WHERE

Partner Portal: Sales tools, PPTs, scripts,

software downloads, licenses, training videos, etc. Partner Portal https://support.solverusa.com - Login Required

(See Partner Welcome Letter for login directions).

Hyper-V Demo Portal: Cloud-based

preconfigured demo environment with all BI360 software & templates.

Hyper-V Demo Portal: http://bi360.acxlive.com/ - Login

Required You must contact your Account Manager or e-mail

[email protected] to gain access to the Hyper-V Demo environment

Download DocumentationLog in to the BI360 Partner Portal for all paths below

WHAT WHERE

System Requirements BI360 Downloads | Reporting (tab) | Documentation - User

Guides

Installation Guides (Full and Quick Install) BI360 Downloads | Reporting (tab) | Documentation - User

Guides

User Guides BI360 Downloads | Reporting/Budgeting/Data Warehouse (tab)

| Documentation - User Guides

Training Guides BI360 Downloads | Reporting/Budgeting/ Data Warehouse (tab)

| Documentation - Training Guides

BI360 ‘The Ultimate How-To User’s Guide’ Contact Us | Order Book

BI360 Hyper-V Demo Image User Guide E-mail Account Manager or [email protected]

Forum Solver Forum : Link

Whitepapers Solver University | White Papers

Download software WHAT WHERE

BI360 Reporting NOTE: It is expected that you have your own ERP

database to use as the data source or use the BI360 Data Warehouse.

BI360 Downloads | Reporting (tab) | Download | Current Versions

BI360 Planning & Data Warehouse

NOTE: A single installation manages both BI360

Planning and Data Warehouse.

BI360 Downloads | Budgeting or Data Warehouse (tab) | Download | Current Versions (section)

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Download supporting material WHAT WHERE

BI360 Reporting - Report templates

BI360 Planning & Data Warehouse - Budget templates & Demo Database

BI360 Downloads |Reporting (tab) |Sample Reports (section)

BI360 Downloads |Budgeting (tab) |Demo Model or

BI360 Downloads |Data Warehouse |Demo Model


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