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
Not currently available
1 year
4.xPlanningeLearningReportingAdministrationData WarehouseSolver OverviewCloud/Private Host
Ascend 2020 Presentations
This course includes the sessions from the Ascend 2020 virtual conference.
Not currently available
~ 4.5 hours
4.xAscendeLearningFree ContentSolver OverviewCloud/Private Host
Solver Cloud - Monthly Updates
Solver Cloud New Release Features and Updates
28 Courses
PlanningeLearningReportingConnectorsFree ContentNewly PostedData WarehouseCloud/Private HostNew Release Notes
Excel Functions
How to use functions in Excel
Not currently available
~ 60 minutes
4.xPlanningeLearningReportingFree Contentfree-includedCloud/Private Host
Report Design Foundation
This course walks you through the basic requirements for building report templates in Report Designer.
Not currently available
~ 60 minutes
4.xeLearningReportingFree ContentCloud/Private Host
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
4.xeLearningReportingfree-includedCloud/Private Host
Report Design Advanced Concepts
This course covers intermediate to advanced functionality used in report template designs.
Not currently available
~ 60 minutes
4.xeLearningReportingfree-includedCloud/Private Host
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
4.xeLearningReportingfree-includedRevised CourseCloud/Private Host
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
eLearningReportingfree-includedCloud/Private Host
Solver - Publisher
This document outlines the features of Solver Publisher for report distribution.
Not currently available
~ 5 minutes
eLearningReportingfree-includedCloud/Private Host
BI360 Report Publisher v4
Using the BI360 Report Publisher to automate report distribution.
Not currently available
~ 10 minutes
4.xeLearningReportingfree-included
General Reporting Series (Short Topics)
The video-based lessons in this series explore the reporting aspect in Solver.
Click for more
4.xeLearningReportingNewly Postedfree-includedCloud/Private Host
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.
~ 30 minutes
Power BIeLearningReportingFree ContentSales TrainingCloud/Private Host
Using Microsoft Power BI
Basics of using Power BI to build visual reports and connecting to your Solver data.
Not currently available
~ 60 minutes
Power BIeLearningReportingfree-includedData WarehouseCloud/Private Host
Planning Basics - Solver Web Planning
This course introduces the essentials to design and configure a web-based input form/template
Not currently available
~ 30 minutes
4.xPlanningeLearningFree ContentRevised CourseCloud/Private Host
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 minutes
4.xPlanningeLearningFree Contentfree-included
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
4.xPlanningeLearningfree-includedRevised CourseCloud/Private Host
Forecasting and Financial Control
This course introduces the Solver services reporting and forecasting offer.
Not currently available
~ 10 minutes
PlanningeLearningReportingFree ContentSales TrainingCloud/Private Host
Forecast with Driver-based Forms
This course introduces new driver-based planning forms to assist in reforecasting.
Not currently available
~ 15 minutes
PlanningeLearningFree ContentCloud/Private Host
Intermediate Planning Concepts
This course continues budget and forecast form design with more advanced topics and templates, including template input flow.
Not currently available
~ 5 hours
PlanningeLearningNewly Postedfree-includedRevised CourseCloud/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
PlanningeLearningfree-includedAdministrationCloud/Private Host
Planning: SAP Business One - Budget Forms & Line Item Details
This lesson explores the setup for Solver Budgeting, setup of a simple form, and writeback.
Not currently available
~ 15 minutes
PlanningeLearningfree-includedCloud/Private Host
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
PlanningeLearningfree-includedCloud/Private Host
Solver - End User Training
This course explores viewing and opening reports, and budget/forecast input forms for end users. An End User document is also included.
Not currently available
~ 20 minutes
PlanningeLearningReportingFree ContentCloud/Private HostEnd User Training
Application Overview
This course provides an overview of Solver and each of the available applications.
Not currently available
~ 60 minutes
PlanningeLearningReportingFree ContentAdministrationData WarehouseSolver OverviewCloud/Private Host
Process Manager
This lesson includes an overview of Solver's Process Manager.
Not currently available
~ 5 minutes
eLearningFree ContentSolver OverviewCloud/Private Host
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
4.xeLearningFree ContentAdministrationCloud/Private Host
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
4.xPlanningeLearningReportingFree ContentNewly PostedCloud/Private Host
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
eLearningConnectorsNewly Postedfree-includedAdministrationCloud/Private Host
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-includedAdministrationRevised CourseCloud/Private Host
Update Metadata in Solver
How to update your integration in Solver Hybrid Reporting or Private Host .
Not currently available
~ 1 minutes
eLearningfree-includedAdministrationData WarehouseCloud/Private Host
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
Setting up role-based security.
Not currently available
~ 13 minutes
4.xeLearningfree-includedAdministration
Web Portal Overview v4
Interacting with completed reports, dashboards, and input forms in the BI360 Web Portal
Not currently available
~ 45 minutes
4.xeLearningFree ContentEnd User Training
QuickStart Implementations
This course walks through the steps of a QuickStart in the Solver Data Warehouse.
Not currently available
~ 30 minutes
eLearningConnectorsNewly Postedfree-includedData WarehouseCloud/Private HostMicrosoft Dynamics
Solver - Hybrid Cloud Connector
An introduction to Solver's Hybrid Cloud to On-premise connector
Not currently available
~ 15 minutes
eLearningConnectorsFree Contentfree-includedSales TrainingCloud/Private Host
Solver Data Warehouse Overview
An introduction to the concepts and elements of the Solver data warehouse.
Not currently available
~ 25 minutes
eLearningFree ContentData WarehouseRevised CourseCloud/Private Host
Data Explorer Alternative Report
This lesson explores how to build a report that can be used instead of the Data Explorer.
Not currently available
~ 5 minutes
PlanningeLearningReportingNewly Postedfree-includedData WarehouseCloud/Private Host
Dimension Export, Update, and Integration
This course explores how to export dimension members, modify the resulting Excel file, then create and run a related integration to update the dimension as defined.
Not currently available
~ 10 minutes
eLearningNewly Postedfree-includedData WarehouseCloud/Private Host
Copy Data Business Rule
This lesson reviews the use of a business rule to copy data from one scenario/year to another.
Not currently available
~ 3 minutes
eLearningNewly Postedfree-includedData WarehouseCloud/Private Host
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
eLearningNewly Postedfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
Solver - Microsoft Dynamics 365 Finance SQL Connector
Mapping and configuring the SQL connector/integration to load financial dimensions and GL data from D365 Finance
Not currently available
~ 2 hours
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
Solver - SAP by Design Connector
Mapping and configuring an SAP by Design integration to load the Account dimension and GL data.
Not currently available
~ 60 minutes
eLearningfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
Solver - Gateway Connector for Microsoft Dynamics NAV
Mapping and configuring the Microsoft Dynamics NAV Gateway connector/integration to load financial dimensions and GL data
~ 35 minutes
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
Solver - Acumatica Connector
Mapping and configuring the Acumatica connector/integration to load financial dimensions and GL data
Not currently available
~ 10 minutes
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
Solver - Sage Intacct Connector
Mapping and configuring the Intacct connector to load financial dimensions and GL data.
Not currently available
~ 90 minutes
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
Solver - NetSuite Connector
Mapping and configuring the NetSuite connector to load financial dimensions and GL data.
Not currently available
~ 90 minutes
eLearningConnectorsfree-includedData WarehouseCloud/Private Host
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
4.xeLearningfree-includedData WarehouseCloud/Private Host
How to Install Solver Service Fabric
This video shows the installation of Solver's Service Fabric
Not currently available
~ 6 minutes
eLearningfree-includedData WarehouseCloud/Private Host
Solver Ascend 2019 - Presentations
Download the slide decks for each of the sessions at Ascend 2019
Not currently available
4.xAscendPlanningPower BIeLearningReportingfree-includedAdministrationData WarehouseCloud/Private Host
Solver Cloud - Starter Series
Solver Cloud, Data Warehouse, and Reporting implementation starter courses.
6 Courses
ReportingFree ContentData WarehouseSolver Overview
White Paper Collection
Access Solver White Papers
Not currently available
4.xPlanningeLearningReportingfree-includedData WarehouseSolver OverviewCloud/Private Host
Reporting: Year to Date Drill-To
How to create custom Drill-To for year to date columns.
Not currently available
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Using NOW in Custom Period Calcs
This lesson explores the NOW command in Date-based custom Period calculations
Not currently available
~ 6 minutes
4.xeLearningReportingFree ContentCloud/Private Host
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
4.xeLearningReportingfree-includedCloud/Private Host
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.
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: SAP Business One User-Defined Fields
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
4.xeLearningReportingfree-includedAdministration
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
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: SAP Business One - Counts in Reports
This lesson explores the Count function in Solver Reporting
Not currently available
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host
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
4.xeLearningReportingfree-includedCloud/Private Host
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
4.xeLearningReportingfree-included
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
4.xeLearningReportingfree-included
Reporting: GP Top 5 AP
How to build a top x report, using Report Designer
Not currently available
~ 30 minutes
4.xeLearningReportingfree-includedCloud/Private Host
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
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: GP Multi Dimensional Analysis (MDA)
Introduction to GP Multidimensional Analysis (MDA) codes and reporting in Solver.
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host
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
4.xeLearningReportingfree-included
Reporting: GP and GL Balances in Report Designer
Introduction to Dynamics GP 2016 and the Summary General Ledger
Not currently available
~ 10 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Filter Unposted Transactions
How to filter unposted General Ledger transactions in drilldown
Not currently available
~ 4 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Filter Priority
How filter priority, or hierarchy, works with cell, column, row, and sheet filters.
Not currently available
~ 5 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Expressions and Custom Drill-To
How to define expressions and custom drill-to settings.
Not currently available
~ 10 minutes
4.xeLearningReportingfree-includedCloud/Private Host
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
4.xeLearningReportingfree-included
Reporting: Custom Drill-To in Dynamics 365 Business Central
How to create custom Drill-To transactions in Microsoft Dynamics 365 BC (Dynamics NAV)
Not currently available
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host
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
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Custom Drill-To with Trees
This course explores the design of a custom drill to when a parameter is based on a tree.
Not currently available
~ 7 minutes
4.xeLearningReportingNewly Postedfree-includedCloud/Private Host
Reporting: Accounts Payable with DocuLink
How to build a DocuLink Accounts Payable transaction report in Report Composer (v4) and Report Designer
~ 15 minutes
4.xeLearningReportingfree-included
Solver Cloud Update - September 2019
New Release Notes September 2019
Not currently available
~ 5 minutes
eLearningFree Contentfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - May 2020
New Release Notes May 2020
Not currently available
~ 5 minutes
PlanningeLearningReportingFree Contentfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - September 2020
This course includes the New Release notes and related documentation for September 2020
Not currently available
~ 5 minutes
PlanningeLearningReportingFree Contentfree-includedSolver OverviewCloud/Private HostNew Release Notes
Solver Cloud Update - August 2019
New Release Notes Aug 2019
Not currently available
~ 15 minutes
eLearningFree Contentfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - June 2020
This course included the New Release notes and related videos for June 2020
Not currently available
~ 20 minutes
PlanningeLearningReportingConnectorsFree Contentfree-includedAdministrationData WarehouseSolver OverviewCloud/Private HostNew Release Notes
Solver Cloud Update - December 2019
New Release Notes December 2019
Not currently available
~ 2 minutes
eLearningFree Contentfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - June 2021
This course includes the New Release notes for June 2021
Not currently available
~ 2 minutes
PlanningeLearningReportingfree-includedCloud/Private HostNew Release Notes
Solver Cloud Update - November 2021
This course includes the new release notes for Nov 2021
Not currently available
~ 5 minutes
eLearningReportingfree-includedData WarehouseSolver OverviewCloud/Private HostNew Release Notes
Solver Cloud Update - April 2021
This course includes the New Release notes and related documentation for April 2021
Not currently available
~ 5 minutes
PlanningeLearningReportingfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - January 2021
This course includes the New Release notes and related documentation for January 2021
Not currently available
~ 5 minutes
PlanningeLearningReportingfree-includedData WarehouseSolver OverviewCloud/Private HostNew Release Notes
Solver Cloud Update - March 2021
This course includes the New Release notes and related documentation for March 2021
Not currently available
~ 5 minutes
PlanningeLearningReportingfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - December 2020
This course includes the New Release notes and related documentation for December 2020
Not currently available
~ 2 minutes
eLearningfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - November 2019
New Release Notes November 2019
Not currently available
~ 5 minutes
eLearningFree Contentfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - July 2020
This course includes the New Release notes and related videos for July 2020
Not currently available
~ 15 minutes
eLearningFree Contentfree-includedAdministrationData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - January 2020
New Release Notes January 2020
Not currently available
~ 10 minutes
PlanningeLearningReportingFree Contentfree-includedSolver OverviewCloud/Private HostNew Release Notes
Solver Cloud Update - October 2019
New Release Notes October 2019
Not currently available
~ 20 minutes
PlanningeLearningReportingFree Contentfree-includedAdministrationData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - August 2020
This course includes the New Release notes and related videos for August 2020
Not currently available
~ 10 minutes
eLearningReportingFree Contentfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - August 2021
This course includes the new release notes for August 2021
Not currently available
~ 2 minutes
eLearningfree-includedData WarehouseNew Release Notes
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 Contentfree-includedAdministrationData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - March 2020
New Release Notes March 2020
Not currently available
~ 2 minutes
eLearningFree Contentfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - February 2020
New Release Notes February 2020
Not currently available
~ 2 minutes
eLearningFree Contentfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - November 2020
This course includes the New Release notes and related documentation for November 2020
Not currently available
~ 5 minutes
eLearningfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - September 2021
This course includes the new release notes for Sept 2021
Not currently available
~ 2 minutes
eLearningReportingfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - February 2021
This course includes the New Release notes and related documentation for February 2021
Not currently available
~ 5 minutes
eLearningConnectorsfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - July 2021
This course includes the new release notes for July 2021
Not currently available
~ 10 minutes
eLearningFree ContentAdministrationCloud/Private HostEnd User TrainingNew Release Notes
Solver Cloud Update - April 2020
New Release Notes April 2020
Not currently available
~ 2 minutes
eLearningReportingFree Contentfree-includedData WarehouseCloud/Private HostNew Release Notes
Solver Cloud Update - May 2021
This course includes the New Release notes and related documentation for May 2021
~ 5 minutes
eLearningConnectorsNewly Postedfree-includedData WarehouseCloud/Private HostNew Release NotesMicrosoft Dynamics
Solver Cloud Update - October 2021
This course includes the new release notes for Oct 2021
Not currently available
~ 10 minutes
eLearningReportingfree-includedData WarehouseCloud/Private HostNew Release Notes
Getting Started in the Solver Cloud
Review this content prior to starting your Solver Cloud implementation
Not currently available
~ 30 minutes
eLearningReportingFree ContentData WarehouseSolver OverviewCloud/Private Host