Welcome to the Solver Academy! Whether you prefer the convenience of an eLearning subscription or the collaboration with an instructor, the Solver Academy has an option to meet your learning style so that you and your organization can become an expert with the latest BI360 solutions.
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One year subscription to Solver Academy eLearning
Not currently available
1 year
Report Design Foundation
This course walks you through the basic requirements for building report templates in BI360.
Not currently available
~ 60 minutes
Self Study - Report Design Essentials I
This self-study format allows you to progress at your own pace through a series of modules to build report templates using the BI360 Report Designer.
Not currently available
~ 6 hours
Report Design Advanced Concepts
This course covers intermediate to advanced functionality used in report template designs.
Not currently available
~ 30 min
Self Study - Report Design Essentials II
This self-study format allows you to progress at your own pace through a series of modules to build report templates using the BI360 Report Designer.
Not currently available
~ 6 hours
Reporting: Accounts Payable
How to build an Accounts Payable transaction report in Report Composer and Report Designer
FREE
~ 15 minutes
Reporting: Counts in Excel and BI360
Two methods for adding a record count to your reports: using the Excel COUNT function and BI360 Grouping Count.
Not currently available
~ 8 minutes
Reporting: Filter Unposted Transactions
How to filter unposted General Ledger transactions in drilldown
Not currently available
~ 4 minutes
Reporting: KPIs as Dashboard Filters
This lesson explores how to create a simple KPI and then use it in a BI360 Web Portal version 4 dashboard.
Not currently available
~ 8 minutes
Reporting: Side-by-Side Balance Sheet with Drilldown
How to create a Balance Sheet displaying Assets on one half of the page with Liabilities and Equity on the other half of the page.
FREE
~ 7 minutes
Reporting: Using Excel Filters
This lesson explores how Excel can be used to filter and sort results in the completed report.
Not currently available
~ 4 minutes
Reporting: GP and GL Balances in BI360
Introduction to Dynamics GP 2016 and the Summary General Ledger
Not currently available
~ 10 minutes
Reporting: GP Multi Dimensional Analysis (MDA)
Introduction to GP Multidimensional Analysis (MDA) codes and reporting in BI360.
FREE
~ 7 minutes
Reporting: GP Salesperson
Introduction to three levels of Salesperson reporting in GP: invoice header, line item details, and customer card
Not currently available
~ 4 minutes
Reporting: GP Document Attachment
Introduction to attaching documents in Dynamics GP, then building reports in BI360 that include a link to the documents.
Not currently available
~ 10 minutes
Reporting: GP Top 5 AP
How to build a top x report, using BI360
Not currently available
~ 30 minutes
Reporting: GP and GL Notes in Reports
How to add notes in Dynamics GP, then report on them in BI360
Not currently available
~ 5 minutes
Reporting: SAP Business One Sales Order - Salesperson
This lesson details the different Salesperson fields in SAP Business One, including dimension, header, and line
Not currently available
~ 8 minutes
BI360 Report Publisher v4
Using the BI360 Report Publisher to automate report distribution.
Not currently available
~ 10 minutes
Budget Basics
This course introduces the essentials to design and configure a budget form in either BI360 Planning (Excel) or Web-based Budgeting.
Not currently available
~ 60 min
Self Study - Web Budgeting Essentials
This self-study format allows you to progress at your own pace through a series of modules to build a budget form using the BI360 Report Designer.
Not currently available
~ 6 hours
BI360 Cloud/Private Host - Module Overview
This course provides an overview of the BI360 Cloud Portal and each of the available modules.
Not currently available
~ 60 minutes
Migrating to BI360 Cloud
This course provides an overview of the BI360 Cloud Portal and the process of migrating existing reports and templates to the cloud.
Not currently available
~ 40 minutes
BI360 Cloud/Private Host - Setting up Users and Roles
This document provides an overview and step-by-step instructions for setting up new administrators, users, and roles in BI360 Cloud or Private Host version 5.0.
Not currently available
BI360 Cloud/Private Host - Sharing Templates and Reports
This document outlines the differences between sharing templates and reports in BI360 Cloud or Private Host version 5.0. Step-by-step instructions are included for each.
Not currently available
BI360 Cloud/Private Host - Publisher
This document outlines the features of BI360 Publisher for report distribution.
Not currently available
BI360 Cloud/Private Host - Workflow
This document outlines the features of BI360 Workflow for assigning budget templates to users.
Not currently available
Power BI and BI360 Cloud/Private Host - Overview
Solver now provides integration to Power BI making it easy to create interactive dashboards to visually display financial and operational performance.
FREE
~ 7 minutes
BI360 Cloud - QuickStart Program
This course walks through the steps of a BI360 Cloud QuickStart.
FREE
~ 30 minutes
BI360 Security v4
Setting up role-based security.
Not currently available
~ 13 minutes
Web Portal Overview v4
Interacting with completed reports, dashboards and budget forms in the BI360 Web Portal
Not currently available
~ 45 minutes
BI360 Cloud - Data Warehouse Overview
An introduction to the concepts and components of the BI360 Cloud/version 5 data warehouse
Not currently available
~ 20 minutes
BI360 Cloud - Dynamics 365 Business Central Connector
Mapping and configuring the Dynamics 365 Business Central connector to load the Account dimension and GL data.
Not currently available
~ 60 minutes
BI360 Cloud - Gateway Connector for GP
Using the Gateway Connector to load GP accounts and data to the BI360 Cloud data warehouse
Not currently available
~ 60 minutes
BI360 Cloud - Intacct Connector
Mapping and configuring the Intacct connector to load financial dimensions and GL data.
Not currently available
~ 90 minutes
Creating a New Module and Loading Data
Create a new module and related attributes, then load data with a CSV integration.
Not currently available
~ 60 minutes
Report Design Essentials I - v4 Instructor-led, Virtual
Improve your BI360 report design skills in this 8 hour hands-on virtual class which is delivered during two, 4 hour web-based sessions. Enjoy the benefits of the classroom and the convenience of group internet based delivery. 8 CPE credits available in the Computer & Applications field of study.
$695
1 day
Report Design Essentials II - v4 Instructor-led, Virtual
Improve your BI360 report design skills in this intermediate level 8 hour hands-on virtual class which is delivered during two, 4 hour web-based sessions. Enjoy the benefits of the classroom and the convenience of group internet based delivery. 8 CPE credits available.
$695
1 day
Budgeting Essentials I - Instructor-led, Virtual
This one-day virtual instructor-led class is delivered over two days in four-hour increments. This class is ideal for BI360 Power Users who are responsible for the setup and maintenance of their web-based budget forms. 8 CPE credits are available.
$695
1 day