Birst Training-Infor template · 2020-07-17 · If Infor Education cancels an Instructor-led...

2020 Infor Birst Training Syllabus

Infor Birst Training Syllabus © 2020 Infor. All rights reserved. No part of this Training Workbook may be reproduced or transmitted in any form, without written permission.

2

Table of Contents

Legal Notice ......................................................................................................................................... 3

Important Notices ....................................................................................................................... 3

Trademark Acknowledgements .................................................................................................. 3

Welcome to Birst Training .................................................................................................................... 4

Attendance Policy ................................................................................................................................ 4

Cancellation Policy ............................................................................................................................... 4

Enrollment ............................................................................................................................................ 4

2020 Instructor Led Training Education Schedule ............................................................................... 5

Birst: Additional Public Virtual Americas Training (takes the place of Classroom) ..................... 5

Birst: Public Foundation Virtual Americas Training .................................................................... 5

Birst: Public Foundation Virtual EMEA Training ......................................................................... 5

Birst: Public Foundation Virtual APAC Training .......................................................................... 6

Birst: Public Partner Fast Track Enablement Training ................................................................ 6

Overview and Assumptions ................................................................................................................. 7

Competency Levels ............................................................................................................................. 7

Birst Training Offerings ........................................................................................................................ 8

Birst Foundation Public Training, Instructor-Led ........................................................................ 8

Birst Foundation Training On-demand, self-paced eLearning .................................................... 8

Birst Private Onsite or Virtual ..................................................................................................... 8

Birst: Foundation Training Agenda ..................................................................................................... 9

Administration ............................................................................................................................. 9

Analyst ...................................................................................................................................... 12

Birst Campus eLearning .................................................................................................................... 15

Overview ............................................................................................................................................ 15

Additional Birst eLearning Courses ................................................................................................... 15

Birst Foundation ....................................................................................................................... 15

Birst Appliance .......................................................................................................................... 15

Birst and CloudSuites ............................................................................................................... 16

Training FAQs .................................................................................................................................... 17

3 Infor Birst Training Syllabus © 2020 Infor. All rights reserved. No part of this Training Workbook may be reproduced or transmitted in any form, without written permission.

Legal Notice Copyright © 2020 Infor. All rights reserved.

Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement, the terms of which separate agreement shall govern your use of this material and all supplemental related materials ("Purpose"). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause. Without limitation, U.S. export control laws and other applicable export and import laws govern your use of this material and you will neither export or re-export, directly or indirectly, this material nor any related materials or supplemental information in violation of such laws, or use such materials for any purpose prohibited by such laws.

Trademark Acknowledgements The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other company, product, trade, or service names referenced may be registered trademarks or trademarks of their respective owners.


Welcome to Birst Training Birst offers a variety of training options through Infor Education. Whether you choose our public classroom-based Instructor-Led Training (ILT), private onsite ILT, or On- Demand eLearning, Birst training is an important part of ensuring a successful implementation. Live and Virtual ILT trainings provide a short-term student training account, while eLearning trainings require an account in the student’s corporate Birst environment. Please select the training option that best accommodates your needs and resources. We recommend that at least two individuals go through the 4-day Birst Foundational Training. Training Delivery is offered in three formats:

▪ Public Instructor Led Training (In person and virtual) ▪ Private Instructor Led Training (Onsite in person and virtual)

▪ On-demand, Self-paced eLearning (via Infor Campus)

Attendance Policy Students must attend class for its full duration in order to receive credit for the course(s). Ensure that your personal and work schedules do not conflict with the scheduled class times. Important: Birst exercises build on each other. Stepping out in the middle of a training means you will be unable to continue with the exercises that day. Instructors are only able to update your training account to the current state at the end of each training day so that you may continue at the start of the following day. This can only be done upon request, and only at the instructor’s discretion, dependent on class size and progress. Please be respectful of the instructor and your fellow attendees time by honoring this policy. There will be no refunds for missed training. If a student is absent from any portion of class, he/she can contact [email protected] to discuss the possibility of make-up time/work. This is not guaranteed and will be at the sole discretion of the Campus policies and Birst Instructors.

Cancellation Policy Who Cancels Why Procedure

Infor Education

If Infor Education cancels an Instructor-led classroom course 10 business days (4 business days for virtual) prior to the start date, the registration fee is available to use toward another Education class within a 90 day period. Education will assist in rescheduling you for another class.

You will receive a notification email from: Infor Campus or [email protected]

Customer If you cancel your registration at least 11 business days (5 business days for virtual) prior to the start date, then the registration fee is available to use toward another Education class within a 90 day period. Education will assist in rescheduling you for another class. If you cancel your registration 10 or fewer business days (4 business days for virtual) before the start date, you will be charged 100% of the registration fee.

Contact us at: 866-246-2213 or 678-319-8114 [email protected]

Enrollment To enroll in any training, students must first establish an account with Infor Campus. Requests to add users to Campus must be submitted via a Customer Success Manager or other Birst liaison, or by following the instructions found on the Campus login portal.

https://campus.infor.com/Saba/Web_wdk/NA3P1PRD0027/index/prelogin.rdf?spfUrl=%2FSaba%2FWeb_spf%2FNA3P1PRD0027%2Flocal

mailto:[email protected]?subject=Birst%20Training


© 2020 Infor. All rights reserved. No part of this Training Workbook may be reproduced or transmitted in any form, without written permission.

Overview and Assumptions The purpose of Birst Training is to facilitate the professional development of those who use the Birst platform, and promote their enablement.

The Education Department begins with these key assumptions:

• Enablement is an iterative and cumulative process which involves a combination offormal instruction/sharing, self-study, observation, and practical application (i.e.experience). While “familiarity” with Birst can be obtained quickly and easily, “mastery”takes time and necessarily involves hands-on experience. Differences in background,education, learning styles, and focus will affect the amount of time required to develop theappropriate levels of competency with Birst.

• Competency objectives vary by Role. Capabilities required to be successful will vary byrole. For example the person responsible for Data Modeling in Birst will need to be moreproficient in certain functionalities where the person responsible for creating dashboardsmay not need these same proficiencies. While all Birst users should have some degree offamiliarity with the main components of the platform, the specialized knowledge required tobe successful is not the same for all.

Competency Levels We think of Birst users (Customers, Partners and even Employees) as falling into three levels in terms of proficiency in Birst. The descriptions below provide context for each level.

Level 1 – New. Has seen some demos, done some basic reading and participated in high-level discussions, but has little-to-no practical experience or depth of knowledge in Birst. Understands Birst from an end-user perspective and needs direction to perform most tasks. We assume most people who attend our classes are Level 1. Level 2 – Learning. Has had some degree of experience with Birst and has engaged in some form of formal learning (e.g. instructor-led training, on-line documentation, mentoring, etc.). Understands basic concepts and can follow instructions to perform simple to moderate tasks. Someone at Level 2 asks for lots of help, not only because it is needed to complete the task, but also because it contributes to the learning process. The core function of the Birst Training is to take someone from Level 1 through Level 2. Level 3 – Proficient. Has effectively applied training and experience to demonstrate competency, and can successfully perform common tasks consistently and without supervision or assistance. Has sufficient confidence to attempt more complex and challenging tasks, whether or not successful. Level 3 is most often achieved by applying what you’ve learned to your own Birst environment.



Birst Training Offerings Birst Foundation Public Training, Instructor-Led

Training agenda on pages 8-14 • Instructor led Foundation training is a 4-day class, can be attended for all 4 days, or

2 days depending on role:o Days 1-2 Administrator/Back End Tracko Days 3-4 Analyst/Front End Track

• Session types- schedule on page 4-5o in persono virtually

• Cost $3,200 USD per attendee for 4 days, $1,600 USD for 2 days• Classes can be purchased through Campus with an existing Campus Card or Credit

Card

Birst Foundation Training On-demand, self-paced eLearning • Birst Foundation topics are also available as pre-recorded, self-paced eLearning

videos in Campus.• Purchase of eLearning Foundation Admin and Analyst modules includes access to

30+ eLearning classes, exercises, and other supporting documents. Eachconstituent Analyst class (Designer, Visualizer, Dashboards) can also bepurchased separately.

• Cost: $800 USD per module• Modules can be purchased through Campus with an existing Campus Card or

Credit Card

Birst Private Onsite or Virtual Birst Course(s) selected by Client from available agendas (Advanced syllabi will be sent on request)

• Customer chooses from available Birst Training Syllabi and Birst trainer will comeonsite to customer’s desired location, or train virtually. Generally follows BirstFoundation course content.

• Birst Training content, data sets and student accounts• Maximum students = 14/instructor• Minimum 2 days• Cost $3,500 USD per day for up to 6 attendees (+ T&E if onsite)• $5,000 USD per day for 7 - 14 attendees (+ T&E if onsite)

https://campus.infor.com/Saba/Web_spf/NA3P1PRD0027/common/packagedetail/pckge000000000003960

https://campus.infor.com/

https://campus.infor.com/


2020 Instructor Led Training Education Schedule To conform with COVID travel guidelines, all Classroom training has been rescheduled as Virtual training for the remainder of 2020.

Birst: Additional Public Virtual Americas Training (takes the place of Classroom) Date Course Name Location Campus Course ID

January 15-16 January 17-18

Birst Foundation Administrator Training Birst Foundation Analyst Training

San Francisco, CA

99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

March 16-17 March 18-19

Birst Foundation Administrator Training Birst Foundation Analyst Training Virtual PDT 99_0920000_IEN0048_BB

99_0920000_IEN0049_BBI May 18-19 May 20-21

Birst Foundation Administrator Training Birst Foundation Analyst Training Virtual PDT 99_0920000_IEN0048_BBI

99_0920000_IEN0049_BBI July 20-21 July 22-23


99_0920000_IEN0049_BBI Sept. 8-9 Sept. 10-11


99_0920000_IEN0049_BBI Nov. 16-17 Nov. 18-19


99_0920000_IEN0049_BBI

Birst: Public Foundation Virtual Americas Training Date Course Name Campus Course ID

February 18-19 February 24-25


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

April 14-15 April 28-29


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

June 16-17 June 23-24


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

August 18-19 August 25-26


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

October 13-14 October 20-21


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

Birst: Public Foundation Virtual EMEA Training

Date Course Name Campus Course ID

June 2-3 June 9-10


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

July 7-8 July 9-10


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

November 3-4 November 10-11


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI


Birst: Public Foundation Virtual APAC Training

Birst: Public Partner Fast Track Enablement Training

Date Course Name Campus Course ID

February 4-5 February 12-13


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

May 6-7 May 13-14


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

September 23-24 Sept. 30-Oct. 1


99_0920000_IEN0048_BBI 99_0920000_IEN0049_BBI

Date Region Course Name Campus Course ID

January 7 January 8 -10 Virtual AMER CST

Day 1: Positioning Day 2-4: Technical

99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI

March 24 - 27 EMEA Virtual Day 1-4: Positioning and Technical

99_0920000_IEN0047_BBI

April 21 April 22-24 Virtual APAC (India ST)


99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI

May 19 May 20-22 Virtual AMER PDT


99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI

June 16 June 17-19

Virtual EMEA (Cent. Europe DT)


99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI

July 21 July 22-24 Virtual APAC CST

Day 1: Positioning and Technical

99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI

August 25 August 26-28 Virtual AMER PDT


99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI

September 15 September 16-18

Virtual EMEA (Cent. Europe DT)


99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI

October 20 October 21-23 Virtual (TBD)


99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI

November 10 November 11-13 Virtual AMER PDT


99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI

December 8 December 9-11 Virtual (TBD)


99_0920000_IEN0047_BBI 99_0920000_IEN0047_BBI



Birst: Foundation Training Agenda This training covers our back-end and front-end modules and sets the foundation for success with Birst. The course is targeted to Birst administrators and developers who are new to Birst (refer to the Overview and Assumptions section on page 6.) The following tables provide a detailed course agenda for each module (Administration and Analyst).

Administration

Lesson Lesson title Learning objectives Est time (hours)

Course overview Review course expectations. .50

1 Introduction to Birst Describe: The training scenario and data model. Basic Birst features found on the home page. • Explain the training scenario and the primary analyses.• Describe the function of keys in data sources.• Define fact and dimension tables and their relationship to

measures and attributes.• Describe the features located on the Birst Classic home

screen.

.25

2 Space creation and data upload Create a Birst space and upload data. • Log into Birst.• Create an Enterprise (or Professional) Birst space.• Import data into Birst.

.25

3 Enable sources in Birst Enable data sources in Birst. • Enable sources in Birst Admin.

.25

4 Build hierarchies Build hierarchies. • Build source hierarchies.• Create and name hierarchy levels.• Set level keys.

.75

5 Target source columns to the correct hierarchy

Target a source column to a hierarchy. • Remove default level assignments.• Target columns to the correct hierarchy level.• Assign each source column’s attributes, measures and

dates.• Repeat for remaining sources

1.0

6 Assign grains to sources Assign grains to sources. • Define grains.• Explain how they relate to source keys.• Assign the grain for each source.

.75

7 Process data and check in Visualizer

Process data to create the data warehouse. • Process data.• View processed data.• Navigate to Visualizer to view the processed data in the

default subject area.• Create a report in Visualizer to validate the data model.• Navigate back to Administration module.

.50



8 Use Birst Connect to refresh data

Connect to a new data source to update the data model. • Launch Birst Connect 1.0. • Create a task. • Run the task. • Target new columns to the correct hierarchies. • Process the data. • Create a report in Visualizer to validate data model

updates.

.75

9

Create scripted sources Create scripted sources. • Create a scripted source for Sales.Order_Details. • Create a scripted source for Products and Categories • Create a report to validate each new source in Visualizer.

1.5

10

Create custom measures Create a set of custom measures. • Create a set of custom measures • Create reports to validate each new measure in

Visualizer.

.5

11 Create a custom attribute Create a custom attribute. • Create a custom attribute • Create a report to validate the new attribute in Visualizer.

.50

12 Create bucketed measures Create a bucketed measure. • Create a bucketed measure • Create a report in Visualizer to validate the bucketed

measure.

.50

13 Create variables Create variables using Admin and Expression Builder. • Create a variable using Admin • Build a report in Designer to validate the variable. • Create a filter variable using Expression Builder. • Validate the variable in a Visualizer report.

1.0

14

Create a drill map in Admin Create a drill map using Admin. • Create the drill map. • Build a report in Visualizer to validate the drill map.

.50

15 Add users to a space Add new users to a space. • Add users to the space using the command dialog box. • Locate SpaceID using the Modify Properties dialog box. • Use listusersinspace command to verify all users have

been added.

.75

16

Create new user groups Create new user groups and assign users as directed. • Create new groups as instructed. • Assign correct Birst tools to each group. • Assign users to the correct groups. • Update group details.

.50

17 Manage the Report Catalog Manage the Report Catalog. • Create folders for each user group. • Move report copies into the designated folders. • Assign the correct security (read/write access) based on

defined user groups • Upload image files to an image folder

.75



18

Create custom subject areas Create custom subject areas. • Add a new subject area. • Add the correct user groups to the subject area. • Add measures and attributes to each subject area. • Use Visualizer to verify the correct measures and

attributes are in the subject area.

.75

19 Implement data level security Upload a security table to secure data to the correct users. • Upload the data security table. • Create a new hierarchy for it. • Add a processing group for the security group. • Target the security group to its hierarchy. • Process the data and verify that the security table

appears in Visualizer. • Create a security variable. • Secure the CustomerID column in all data sources to the

data security table. • Create Exemption Groups. • Create a Visualizer report including the attribute CustomerID.

• Use logins of the security group members to verify the data is secured by username.

1.25

20

Report administration Schedule a report with a fixed frequency. • Create a new report schedule. • Select the report to be delivered. • Specify the delivery interval. • Identify the recipient. • Test the scheduler.

.25

21 Summary and Q & A .50


Analyst


Course overview Review course expectations. .5

1 Advanced Designer chart creation

Create a chart using various Designer features. • Create a report. • Add year filters. • Sort columns. • Add a chart to the report. • Add layers to a chart. • Define chart properties. • Define chart formatting options. • Change names.

1.25

2 Banded reports Create a banded report. • Use the pivot table control. • Build a report in Layout Mode. • View layout results in Results Mode.

1.25

3 Creating subreports Create a subreport to embed in an existing report. • Create a subreport. • Hide the table.

1.0

4 Adding charts to a subreport Add a chart to a subreport • Add a chart to the subreport. • Add a prompted filter.

1.0

5 Adding subreports to an existing report

Add the formatted subreport to an existing chart. • Format the subreport to fit a container. • Format an existing chart to hold the subreport. • Add the subreport to the existing chart.

1.25

6 Create a distribution report Distribute a banded report to an email list. • Create a distribution report. • Filter the report to the Sales team.

.75

7 Schedule the bursted report in Admin

Schedule the report to burst from the Admin module. • Schedule the report to burst. • Test the scheduled report.

.5

8 Advanced Visualizer report creation

Use Visualizer features and formatting to create an advanced chart. • Add measures and attributes. • Change Time Series type. • Change layer chart type. • Rename measures. • Change TopN settings. • Add Display Values. • Use filters. • Experiment with available chart formatting options.

.75

9 Use Chart Types to create visualizations

Create visualizations using different Chart Types. • Create a column chart with an attribute as color. • Apply formatting. • Use Display Column Values.

.25

10 Creating complex charts Create several charts using different chart types or measures in multiple ways.

.75



• Create a bubble chart. • Create a heatmap. • Use a single measure three ways: as a Measure, a Filter,

and to Sort. • Use a single measure as two different aggregation types.

11 Geomaps Create two geomaps using layer types. • Create a single layer geomap. • Create a geomap with a second geo-attribute as a new

layer. • Change geo-attribute layer types.

.25

12 Using column selectors Create a column selector chart then preview it using Advanced tools. • Create a base report. • Add Column Selectors. • Preview the column selectors using Advanced Tools.

.25

13 Tables and crosstabs Using tables and crosstabs. • Create a table report. • Change table formatting. • Create a crosstab report. • Create a custom measure. • Add conditional formatting. • Create a crosstab. • Apply table formatting.

.5

14 Dashboard planning Use Value-Based Design to plan your dashboards. • Design a Display dashboard. • Design a Diagnose dashboard. • Design a Decide dashboard.

.25

15 Create a Display dashboard Create a new dashboard using the following:. • Build KPIs • Import Images • Add and arrange reports • Add and explore filters • Secure reports using data driven dashboards. • Test dashboard functionality

1.0

16 Create a Diagnose dashboard Build a Diagnose dashboard and create a dashboard collection to hold completed dashboards. • Create a new dashboard. • Experiment with dashboard collection options. • Arrange reports using Column Layout. • Add background images and colors. • Add existing Visualizer charts. • Explore Legends and display styles. • Explore Dashlet properties and tooltips. •

.75

17 Create a Decide dashboard Modify the dashboards collection, exploring formatting features and links on a new dashboard. • Build a new dashboard and rename the dashboard

collection. • Modify existing reports on the dashboard. • Add an embedded filter.

.75



• Using Themes in dashboard and collection formatting. • Use buttons and links to connect dashboards. • Set dashboard refresh rates. • Add text and personalization to the dashboard. • Experiment with custom themes. • Test the interactive dashboard features.

18 Experiment with the dashboard UI as an end user

Experiment with end user features on dashboards. • Use the Copy Link to email a dashboard. • Experiment with Notifications to edit a scheduled report. • Open Logs to review the queries returned to render the

dashboard. • Experiment with dashboard Export options. • Use Bookmarks to save filter settings. • Experiment with contextual right-click menus. • Navigate through collections using the Collections folder. • Maximize/minimize a dashlet. • Review Dashlet Actions menu options. • Experiment with drill-down. • Explore Visual filtering. • Test filters with drill-across. • Test end user security settings.

.75


15

Birst Campus eLearning Overview Birst offers an extensive catalog of eLearning courses which allow you to pick and choose topics or curriculums of interest for a per-class fee.

Online material is divided into three major categories:

1. Curriculum based: Includes Birst Foundation courses which cover the basics of space administration and reporting modules designed for Admins and Analysts looking for a refresher, or for first-time exposure to key Birst features, functions and principles. There are also a wide range of advanced topics available to choose from, including Advanced Data Modeling, Advanced Presentation Layer, and Performance Optimization curriculums.

2. Learning Paths: A learning path is made up several courses that are related to an overall curriculum. These are guided courses and it is recommended that the user following the path as it is laid out

3. Topical Content: These are typically stand-alone courses that dig into more difficult topics that do not fall into an overall learning path. Click on Birst on the Campus home page to view complete course listings.

Important! Most eLearning assumes you have access to a Birst account and can create a space in Birst, or have an assigned admin who can create a space for you to practice the exercises in.

Additional Birst eLearning Courses Birst Foundation

Course Name Campus Course Number

Birst: Foundation - Administration 99_0920000_EEN0042_BBI

Birst: Foundation - Enterprise Modeler (NEW) 99_0920000_EEN0091_BBI

Birst: Foundation - Designer 99_0920000_EEN0043_BBI

Birst: Foundation - Visualizer 99_0920000_EEN0044_BBI

Birst: Foundation - Dashboards 99_0920000_EEN0045_BBI

Birst: Modeler – Overview 99_0920000_IEN0079_BBI

Birst Appliance

Course Name Campus Course Number

Birst: Configuring and Installing the Birst Appliance 99_0920000_EEN0062_BBI


16

Birst and CloudSuites

For Admins Campus Course Number

CloudSuite Financials & Supply Management: Introduction to Birst 01_0121100_EEN1304_S3O

CloudSuite Financials: Analytics and Birst Setup and Troubleshooting 02_0121101_EEN1200_S3O

CloudSuite Financials: v11.0.1 Setting Up Users, Groups, and Usage Recommendations in Analytics and Birst

02_0121100_EEN1211_S3O

CloudSuite Financials & Supply Management: Administering Birst 01_0121100_EEN1294_S3O

For End Users Registration CloudSuite Financials:

Analytics and Birst End User Overview 02_0121100_EEN1184_S3O

CloudSuite Financials & Supply Management: Using Birst Reporting and Analytics CE 01_9122004_EEN0002_S3O

CloudSuite Financials & Supply Management: Using Birst Reporting and Analytics 01_0121100_EEN1317_S3O

CloudSuite Financials: v11.0.1 Birst Analytics 02_0121100_EEN1487_S3O

CloudSuite Financials: v11.0.7 Analytics and Reporting with Birst 02_0121100_EEN1451_S3O

Instructor-led: Distribution SX.e: v11 Using Birst Reports and Dashboards 04_0331100_IEN0000_SXE


17

Training FAQs What’s the maximum number of students per class? Classes are interactive and entirely hands-on as you learn how to build a Birst space, and how to develop meaningful reports and dashboards that answer critical business questions. As a result, we find that 7-14 is an ideal number of students per class in order to ensure each student gets focused time with the instructor. If additional students need to attend, scheduling a second training session, or adding an additional instructor to accommodate the increase in attendance can be done by arrangement.

Can I customize private training? Yes, within limits. We can combine our existing training modules in various ways to accommodate specific needs, but the overall structure of the training is designed to be cumulative, with each module building on the next. The curriculum walks you through sequential hands-on activities that help you learn and understand the most important concepts of working in Birst. As a result, we find it is best not to diverge too far from training best practices. Please reach out to Infor Campus to discuss any customizations you wish to consider.

Is the training based on our data? Learning key Birst concepts and how the tool works can be better done with a data set that’s been designed to illustrate those concepts and features. Instructors know this data set and how best to use it to show functionality and answer questions based on those features. This ensures the most effective use of your time, and that the most important Birst concepts are thoroughly understood. Working with your data changes focus from training Birst concepts and diverts it to data issues.

Should I choose private or public training? Birst offers live private customer on-site and live public training options, as well as live virtual public or private training. Both live and virtual trainings cover the same materials, tools, and techniques, and have equal time with an instructor. Each has advantages and limitations. Consider which option best fits your needs when scheduling a training. Cost for private customer training (virtual or in person) is $3,500 USD per day for up to 6 attendees and $5,000 USD per day for 7-14 attendees plus travel and expenses. Public training (virtual or in person) held online or at a designated Infor training location is $800 USD per person per day. A 2-day Birst Admin or Analyst course would be $1,600 USD per person.

It may be more cost effective to opt for one over the other depending on the number of people who need training. In-person instructor-led training Whether you opt for a custom onsite or a public ILT, you have the benefit of having the instructor present in the room with you, able to quickly spot issues, troubleshoot, or answer questions in a one-on-one environment. It is often easier to maintain student engagement and enthusiasm in an in-person training than in a virtual one. Virtual instructor-led training Birst Education offers both private (at your convenience) and public (regularly scheduled) virtual trainings. Virtual Training contains the same content as in-person classes, but is delivered via Infor Campus WebEx.

The virtual classroom experience closely mirrors that of a physical classroom. Students are encouraged to ask and answer questions, and the instructor will ask for your participation by calling on you during training. This makes it easier to stay engaged and interested as you move through the exercises.

Virtual trainings offer flexibility and convenience as well as a cost savings since travel expenses are minimized. Some limitations inherent in remote attendance include student distraction or technology issues that may result in challenges in making sure everyone stays in step with the instructor.


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What happens if I need to leave class to attend to work or personal issues? Birst exercises build on each other. Stepping out in the middle of a training means you will be unable to continue with the exercises that day. Instructors are only able to update your training account to the current state at the end of each training day so that you may continue at the start of the following day. This can only be done upon request, and only at the instructor’s discretion, dependent on class size and progress. Please be respectful of the instructor and your fellow attendees’ time by honoring this policy. There will be no refunds for missed training. If a student is absent from any portion of class, he/she can contact [email protected] to discuss the possibility of make-up time/work. This is not guaranteed and will be at the sole discretion of Birst Instructors.

What if I have questions about class content outside of class? Our instructors want you to be successful and will work with you to address your questions regarding the class lessons during a training. The Birst Community and the in-app Birst Help can often provide answers to common questions, and are recommended resources as you transition into the role of Birst user.

Date post:	02-Aug-2020
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Birst Training-Infor template · 2020-07-17 · If Infor Education cancels an Instructor-led...

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