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 Solver solutions.

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One year subscription to Solver Academy eLearning
One year subscription to Solver Academy eLearning
Not currently available
1 year
eLearningPlanningReportingAdministration4.xCloud/Private HostData WarehouseSolver Overview
Ascend 2020 Presentations
Ascend 2020 Presentations
This course includes the sessions from the Ascend 2020 virtual conference.
Not currently available
~ 4.5 hours
eLearning4.xCloud/Private HostNewly PostedFree ContentSolver OverviewAscend
Solver Cloud - Monthly Updates
Solver Cloud - Monthly Updates
Solver Cloud New Release Features and Updates
 
16 Courses
eLearningfree-includedCloud/Private HostData WarehouseFree ContentNew Release Notes
Excel Functions
Excel Functions
How to use functions in Excel
Not currently available
~ 60 minutes
eLearningfree-includedPlanningReporting4.xCloud/Private HostNewly PostedFree Content
Report Design Foundation
Report Design Foundation
This course walks you through the basic requirements for building report templates in the Report Designer.
Not currently available
~ 60 minutes
eLearningReporting4.xCloud/Private HostFree Content
Self Study - Report Design Essentials I
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 Report Designer.
Not currently available
~ 6 hours
eLearningfree-includedReporting4.xCloud/Private Host
Report Design Advanced Concepts
Report Design Advanced Concepts
This course covers intermediate to advanced functionality used in report template designs.
Not currently available
~ 60 min
eLearningfree-includedReporting4.xCloud/Private Host
Self Study - Report Design Essentials II
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 Report Designer.
Not currently available
~ 6 hours
eLearningfree-includedReporting4.xCloud/Private HostRevised Course
Sharing Templates and Reports
Sharing Templates and Reports
This document outlines the differences between sharing templates and reports in Solver. Step-by-step instructions are included for each.
Not currently available
~ 20 minutes
eLearningfree-includedReportingCloud/Private Host
Reporting: Accounts Payable
Reporting: Accounts Payable
How to build an Accounts Payable transaction report in Report Composer (v4) and Report Designer
FREE
~ 15 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: Counts in Excel and Report Designer
Reporting: Counts in Excel and Report Designer
Two methods for adding a record count to your reports: using the Excel COUNT function and Report Designer Grouping Count.
Not currently available
~ 8 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: Expanding by COA Segment in BI360 Composer (v4)
Reporting: Expanding by COA Segment in BI360 Composer (v4)
This lesson reviews expanding segments in a BI360 Report Composer version 4 report.
Not currently available
~ 5 minutes
eLearningfree-includedReporting4.x
Reporting: Expressions and Custom Drill-To
Reporting: Expressions and Custom Drill-To
How to define expressions and custom drill-to settings.
Not currently available
~ 10 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: Filter Priority
Reporting: Filter Priority
How filter priority, or hierarchy, works with cell, column, row, and sheet filters.
Not currently available
~ 5 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: Filter Unposted Transactions
Reporting: Filter Unposted Transactions
How to filter unposted General Ledger transactions in drilldown
Not currently available
~ 4 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: KPIs as Dashboard Filters
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
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: Period Change Trend Report in BI360 Composer (v4)
Reporting: Period Change Trend Report in BI360 Composer (v4)
This lesson reviews expanding periods in a BI360 Report Composer report.
Not currently available
~ 3 minutes
eLearningfree-includedReporting4.x
Reporting: Side-by-Side Balance Sheet with Drilldown
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
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: Using Excel Filters
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
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: Using NOW in Custom Period Calcs
Reporting: Using NOW in Custom Period Calcs
This lesson explores the NOW command in Date-based custom Period calculations
Not currently available
~ 6 minutes
eLearningReporting4.xCloud/Private HostNewly PostedFree Content
Reporting: GP and GL Balances in Report Designer
Reporting: GP and GL Balances in Report Designer
Introduction to Dynamics GP 2016 and the Summary General Ledger
Not currently available
~ 10 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: GP Document Attachment
Reporting: GP Document Attachment
Introduction to attaching documents in Dynamics GP, then building reports in Report Designer that include a link to the documents.
Not currently available
~ 10 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: GP Multi Dimensional Analysis (MDA)
Reporting: GP Multi Dimensional Analysis (MDA)
Introduction to GP Multidimensional Analysis (MDA) codes and reporting in Solver.
FREE
~ 7 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: GP Salesperson
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
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: GP Top 5 AP
Reporting: GP Top 5 AP
How to build a top x report, using Report Designer
Not currently available
~ 30 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: SAP Business One - Counts in Reports
Reporting: SAP Business One - Counts in Reports
This lesson explores the Count function in Solver Reporting
Not currently available
~ 7 minutes
eLearningfree-includedReporting4.xCloud/Private HostNewly Posted
Reporting: SAP Business One Sales Order - Salesperson
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
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: SAP Business One User-Defined Fields in Report Designer
Reporting: SAP Business One User-Defined Fields in Report Designer
This course explores user-defined fields in SAP Business One and how to enable them for reporting in Solver Cloud/Private Host or BI360 version 4.
Not currently available
~ 8 minutes
eLearningfree-includedReportingAdministration4.x
Reporting: SAP Add an Image to a Report
Reporting: SAP Add an Image to a Report
This lesson explores pictures in SAP Business One and how to add them to report templates with a hyperlink
Not currently available
~ 5 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: Year to Date Drill-To
Reporting: Year to Date Drill-To
How to create custom Drill-To for year to date columns.
Not currently available
~ 7 minutes
eLearningfree-includedReporting4.xCloud/Private Host
Reporting: Custom Drill-To in Dynamics 365 Business Central (Dynamics NAV)
Reporting: Custom Drill-To in Dynamics 365 Business Central (Dynamics NAV)
How to create custom Drill-To transactions
Not currently available
~ 7 minutes
eLearningfree-includedReporting4.xCloud/Private HostNewly Posted
Solver - Publisher
Solver - Publisher
This document outlines the features of Solver Publisher for report distribution.
Not currently available
eLearningfree-includedReportingCloud/Private Host
BI360 Report Publisher v4
BI360 Report Publisher v4
Using the BI360 Report Publisher to automate report distribution.
Not currently available
~ 10 minutes
eLearningfree-includedReporting4.x
Power BI and Solver - Overview
Power BI and Solver - Overview
Solver provides an integration to Power BI making it easy to create interactive dashboards to visually display financial and operational performance.
FREE
~ 30 minutes
eLearningReportingSales TrainingCloud/Private HostFree ContentPower BI
Using Microsoft Power BI
Using Microsoft Power BI
Basics of using Power BI to build visual reports and connecting to your Solver data.
Not currently available
~ 60 minutes
eLearningfree-includedReportingCloud/Private HostData WarehousePower BI
Planning Basics - Solver Web Planning
Planning Basics - Solver Web Planning
This course introduces the essentials to design and configure a web-based input form/template
Not currently available
~ 30 min
eLearningPlanning4.xCloud/Private HostRevised CourseFree Content
Planning Basics - BI360 Planning (v4)
Planning Basics - BI360 Planning (v4)
This course introduces the essentials to design and configure an input form/template in BI360 Planning version 4
Not currently available
~ 45 min
eLearningfree-includedPlanning4.xFree Content
Self Study - Web Planning Essentials
Self Study - Web Planning Essentials
This self-study format allows you to progress at your own pace through a series of modules to build a budget/forecast form using Report Designer.
Not currently available
~ 6 hours
eLearningfree-includedPlanning4.xCloud/Private HostRevised Course
Forecasting and Financial Control
Forecasting and Financial Control
This course introduces the Solver services reporting and forecasting offer.
Not currently available
~ 10 minutes
eLearningPlanningReportingSales TrainingCloud/Private HostFree Content
Forecast with Driver-based Forms
Forecast with Driver-based Forms
This course introduces new driver-based planning forms to assist in reforecasting.
Not currently available
~ 15 minutes
eLearningPlanningCloud/Private HostFree Content
Intermediate Planning Concepts
Intermediate Planning Concepts
This course continues budget and forecast form design with more advanced topics and templates.
Not currently available
~ 5 hours
eLearningfree-includedPlanningCloud/Private HostNewly PostedRevised Course
Planning: Budget Setup in Solver Private Host
Planning: Budget Setup in Solver Private Host
How to define a connection to your ERP that is enabled for planning in Solver Private Host.
Not currently available
~ 3 minutes
eLearningfree-includedPlanningAdministrationCloud/Private Host
Planning: SAP Business One - Budget Forms and Line Item Details
Planning: SAP Business One - Budget Forms and Line Item Details
This lesson explores the setup for Solver Budgeting, setup of a simple form, and writeback.
Not currently available
~ 15 minutes
eLearningfree-includedPlanningCloud/Private HostNewly Posted
Solver - Workflow
Solver - Workflow
This document outlines the features of Solver's Workflow for assigning budget/forecast templates (input forms) to users.
Not currently available
~ 15 minutes
eLearningfree-includedPlanningCloud/Private Host
Solver - End User Training
Solver - End User Training
This course explores viewing and opening reports, and budget/forecast input forms for end users.
Not currently available
~ 20 minutes
eLearningPlanningReportingCloud/Private HostFree ContentEnd User Training
Application Overview
Application Overview
This course provides an overview of Solver and each of the available applications.
Not currently available
~ 60 minutes
eLearningPlanningReportingAdministrationCloud/Private HostData WarehouseFree ContentSolver Overview
Process Manager - NEW!
Process Manager - NEW!
This lesson includes an overview of Solver's Process Manager.
Not currently available
~ 5 minutes
eLearningCloud/Private HostNewly PostedFree ContentSolver Overview
Migrating to Solver Cloud
Migrating to Solver Cloud
This course provides an overview of the Solver Cloud portal, explores the benefits of upgrading, and the process of migrating existing reports and templates to the cloud.
Not currently available
~ 45 minutes
eLearningAdministration4.xCloud/Private HostFree Content
Migrate Existing Templates to Solver
Migrate Existing Templates to Solver
This course provides an overview of the steps required to update BI360 report and budget templates to Solver Cloud or Private Host v5.
Not currently available
~ 25 minutes
eLearningPlanningReporting4.xCloud/Private HostNewly PostedFree Content
Integration Customization Tool
Integration Customization Tool
This course explores customizations to ERP integrations via an extension in Solver Cloud or Private Host v5.
Not currently available
~ 15 minutes
eLearningfree-includedAdministrationCloud/Private HostNewly PostedConnectors
Setting up and Maintaining Users and Roles
Setting up and Maintaining Users and Roles
This course provides an overview and step-by-step instructions for setting up new administrators, users, and roles in Solver.
Not currently available
~ 20 minutes
eLearningfree-includedAdministrationCloud/Private HostRevised Course
Update Metadata in Solver
Update Metadata in Solver
How to update your integration in Solver Hybrid Reporting or Private Host .
Not currently available
~ 1 minutes
eLearningfree-includedAdministrationCloud/Private HostData Warehouse
Solver Private Host - Adding Integrations
Solver Private Host - Adding Integrations
Add a new integration license to Solver Private Host
Not currently available
~ 3 minutes
eLearningfree-includedAdministrationCloud/Private Host
BI360 Security v4
BI360 Security v4
Setting up role-based security.
Not currently available
~ 13 minutes
eLearningfree-includedAdministration4.x
Web Portal Overview v4
Web Portal Overview v4
Interacting with completed reports, dashboards, and input forms in the BI360 Web Portal
Not currently available
~ 45 minutes
eLearning4.xFree ContentEnd User Training
Solver - Hybrid Cloud Connector
Solver - Hybrid Cloud Connector
An introduction to Solver's Hybrid Cloud to On-premise connector
Not currently available
~ 15 minutes
eLearningfree-includedSales TrainingCloud/Private HostFree ContentConnectors
Solver Data Warehouse Overview
Solver Data Warehouse Overview
An introduction to the concepts and elements of the Solver data warehouse.
Not currently available
~ 25 minutes
eLearningCloud/Private HostRevised CourseData WarehouseFree Content
Creating Business Rules
Creating Business Rules
This course provides a quick look at creating business rules for use in Solver Cloud or Private Host v5 using an XML file and embedded SQL
Not currently available
~ 10 minutes
eLearningfree-includedCloud/Private HostNewly PostedData Warehouse
Solver - Excel and CSV File Imports
Solver - Excel and CSV File Imports
This course explores the Solver file import connector that supports an Excel file (.xls or .xlsx) or .csv file
Not currently available
~ 45 minutes
eLearningfree-includedCloud/Private HostNewly PostedData WarehouseConnectors
Solver - SQL Connector for Microsoft Dynamics 365 Finance
Solver - SQL Connector for Microsoft Dynamics 365 Finance
Mapping and configuring the SQL connector/integration to load financial dimensions and GL data from D365 Finance
Not currently available
~ 2 hours
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Microsoft Dynamics 365 Business Central Connector
Solver - Microsoft 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
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - SAP Business One HANA Connector
Solver - SAP Business One HANA Connector
Mapping and configuring the SAP Business One (B1) HANA connector/integration to load financial dimensions and GL data
Not currently available
~ 40 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - SAP by Design Integration
Solver - SAP by Design Integration
Mapping and configuring the SAP by Design connector to load the Account dimension and GL data.
Not currently available
~ 60 minutes
eLearningfree-includedCloud/Private HostData Warehouse
Solver - Gateway Connector for Excel
Solver - Gateway Connector for Excel
This course explores the Solver Gateway connector that supports Excel file (.xls or .xlsx) CSV and SQL
Not currently available
~ 5 minutes
eLearningfree-includedCloud/Private HostNewly PostedData WarehouseConnectors
Solver - Gateway Connector for Microsoft Dynamics AX
Solver - Gateway Connector for Microsoft Dynamics AX
Mapping and configuring the Microsoft Dynamics AX Gateway connector/integration to load financial dimensions and GL data
Not currently available
~ 40 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Gateway Connector for Microsoft Dynamics GP
Solver - Gateway Connector for Microsoft Dynamics GP
Using the Gateway Connector to load GP accounts and data to the Solver Cloud data warehouse
Not currently available
~ 60 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Gateway Connector for Microsoft Dynamics NAV
Solver - Gateway Connector for Microsoft Dynamics NAV
Mapping and configuring the Microsoft Dynamics NAV Gateway connector/integration to load financial dimensions and GL data
FREE
~ 35 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Gateway Connector for Microsoft Dynamics SL
Solver - Gateway Connector for Microsoft Dynamics SL
Mapping and configuring the Microsoft Dynamics SL Gateway connector/integration to load financial dimensions and GL data
Not currently available
~ 40 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Gateway Connector for SAP Business One SQL
Solver - Gateway Connector for SAP Business One SQL
Mapping and configuring the SAP Business One (B1) Gateway connector/integration to load financial dimensions and GL data
Not currently available
~ 40 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Gateway Connector for Sage 100
Solver - Gateway Connector for Sage 100
Mapping and configuring the Sage 100 Gateway connector/integration to load financial dimensions and GL data
Not currently available
~ 40 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Gateway Connector for Sage 300
Solver - Gateway Connector for Sage 300
Mapping and configuring the Sage 300 Gateway connector/integration to load financial dimensions and GL data
Not currently available
~ 30 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Gateway Connector for Sage 500
Solver - Gateway Connector for Sage 500
Mapping and configuring the Sage 500 Gateway connector/integration to load financial dimensions and GL data
Not currently available
~ 50 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Gateway Connector for Sage X3
Solver - Gateway Connector for Sage X3
Mapping and configuring the Sage X3 Gateway connector/integration to load financial dimensions and GL data
Not currently available
~ 60 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - Intacct Connector
Solver - Intacct Connector
Mapping and configuring the Intacct connector to load financial dimensions and GL data.
Not currently available
~ 90 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Solver - NetSuite Connector
Solver - NetSuite Connector
Mapping and configuring the NetSuite connector to load financial dimensions and GL data.
Not currently available
~ 90 minutes
eLearningfree-includedCloud/Private HostData WarehouseConnectors
Creating a New Module and Loading Data
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
eLearningfree-included4.xCloud/Private HostData Warehouse
How to Install Solver Service Fabric
How to Install Solver Service Fabric
This video shows the installation of Solver's Service Fabric
Not currently available
~ 6 minutes
eLearningfree-includedCloud/Private HostData Warehouse
Solver Ascend 2019 - Presentations
Solver Ascend 2019 - Presentations
Download the slide decks for each of the sessions at Ascend 2019
Not currently available
eLearningfree-includedPlanningReportingAdministration4.xCloud/Private HostData WarehousePower BIAscend
Solver Cloud - Starter Series
Solver Cloud - Starter Series
Solver Cloud, Data Warehouse, and Reporting implementation starter courses.
 
6 Courses
eLearningfree-includedPlanningReporting4.xCloud/Private HostData WarehouseFree ContentSolver Overview
White Paper Collection
White Paper Collection
Access Solver White Papers
Not currently available
eLearningfree-includedPlanningReporting4.xCloud/Private HostData WarehouseSolver Overview
Solver Cloud Update - August 2020
Solver Cloud Update - August 2020
This course includes the New Release notes and related videos for August 2020
Not currently available
~ 10 minutes
eLearningReportingCloud/Private HostData WarehouseFree ContentNew Release Notes
Solver Cloud Update - April 2020
Solver Cloud Update - April 2020
New Release Notes April 2020
Not currently available
~ 2 minutes
eLearningfree-includedReportingCloud/Private HostData WarehouseFree Content
Solver Cloud Update - September 2019
Solver Cloud Update - September 2019
New Release Notes September 2019
Not currently available
~ 5 minutes
eLearningfree-includedCloud/Private HostData WarehouseFree Content
Getting Started in the Solver Cloud
Getting Started in the Solver Cloud
Review this content prior to starting your Solver Cloud implementation
Not currently available
~ 30 minutes
eLearningReportingCloud/Private HostData WarehouseFree ContentSolver Overview
Solver Cloud Update - November 2019
Solver Cloud Update - November 2019
New Release Notes November 2019
Not currently available
~ 5 minutes
eLearningfree-includedCloud/Private HostData WarehouseFree Content
Solver Cloud Update - August 2019
Solver Cloud Update - August 2019
New Release Notes Aug 2019
Not currently available
~ 15 minutes
eLearningCloud/Private HostData WarehouseFree Content
Solver Cloud Update - September 2020
Solver Cloud Update - September 2020
This course includes the New Release notes and related documentation for September 2020
Not currently available
~ 5 minutes
eLearningPlanningReportingCloud/Private HostNewly PostedFree ContentSolver OverviewNew Release Notes
Solver Cloud Update - May 2020
Solver Cloud Update - May 2020
New Release Notes May 2020
Not currently available
~ 5 minutes
eLearningfree-includedPlanningReportingCloud/Private HostData WarehouseFree ContentNew Release Notes
Solver Cloud Update - November 2020
Solver Cloud Update - November 2020
This course includes the New Release notes and related documentation for November 2020
Not currently available
~ 5 minutes
eLearningfree-includedCloud/Private HostNewly PostedData WarehouseNew Release Notes
Solver Cloud Update - December 2019
Solver Cloud Update - December 2019
New Release Notes December 2019
Not currently available
~ 2 minutes
eLearningfree-includedCloud/Private HostData WarehouseFree Content
Solver Cloud Update - July 2020
Solver Cloud Update - July 2020
This course includes the New Release notes and related videos for July 2020
Not currently available
~ 15 minutes
eLearningAdministrationCloud/Private HostData WarehouseFree Content
Solver Cloud Update - January 2020
Solver Cloud Update - January 2020
New Release Notes January 2020
Not currently available
~ 10 minutes
eLearningPlanningReportingCloud/Private HostFree ContentSolver Overview
Solver Cloud Update - February 2020
Solver Cloud Update - February 2020
New Release Notes February 2020
Not currently available
~ 2 minutes
eLearningfree-includedCloud/Private HostData WarehouseFree Content
Solver Cloud Update - March 2020
Solver Cloud Update - March 2020
New Release Notes March 2020
Not currently available
~ 2 minutes
eLearningfree-includedCloud/Private HostData WarehouseFree Content
Solver Cloud Update - October 2019
Solver Cloud Update - October 2019
New Release Notes October 2019
Not currently available
~ 20 minutes
eLearningfree-includedPlanningReportingAdministrationCloud/Private HostData WarehouseFree Content
Solver Cloud Update - June 2020
Solver Cloud Update - June 2020
This course included the New Release notes and related videos for June 2020
Not currently available
~ 20 minutes
eLearningfree-includedPlanningReportingAdministrationCloud/Private HostData WarehouseFree ContentSolver OverviewNew Release NotesConnectors
Solver Cloud Update - October 2020
Solver Cloud Update - October 2020
This course includes the New Release notes and related documentation/videos for October 2020
Not currently available
~ 20 minutes
eLearningfree-includedAdministrationCloud/Private HostNewly PostedData WarehouseFree Content