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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Solver Cloud Update - August 2019
New Release Notes Aug 2019
Not currently available
~ 15 minutes
Getting Started in the Solver Cloud
Review this content prior to starting your Solver Cloud implementation
Not currently available
~ 30 minutes
Solver Cloud Update - September 2019
New Release Notes September 2019
Not currently available
~ 5 minutes
Solver Cloud Update - October 2019
New Release Notes October 2019
Not currently available
~ 20 minutes
Solver Cloud Update - November 2019
New Release Notes November 2019
Not currently available
~ 5 minutes
Solver Cloud Update - December 2019
New Release Notes December 2019
Not currently available
~ 2 minutes
One year subscription to Solver Academy eLearning
Not currently available
1 year
Solver Product Rebrand
Effective 1/1/2020, the BI360 product suite is renamed Solver.
Not currently available
Solver Cloud - Monthly Updates
Solver Cloud New Release Features and Updates
5 Courses
Solver Ascend 2019 - Presentations
Download the slide decks for each of the sessions at Ascend 2019
Not currently available
Solver Cloud - Starter Series
Solver Cloud, Data Warehouse, and Reporting implementation starter courses.
6 Courses
Report Design Foundation
This course walks you through the basic requirements for building report templates in the Report Designer.
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 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
~ 60 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 Report Designer.
Not currently available
~ 6 hours
Reporting: Accounts Payable
How to build an Accounts Payable transaction report in Report Composer (v4) and Report Designer
FREE
~ 15 minutes
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
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
Reporting: Expressions and Custom Drill-To
How to define expressions and custom drill-to settings.
Not currently available
~ 10 minutes
Reporting: Filter Priority
How filter priority, or hierarchy, works with cell, column, row, and sheet filters.
Not currently available
~ 5 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: Period Change Trend Report in BI360 Composer (v4)
This lesson reviews expanding periods in a BI360 Report Composer report.
Not currently available
~ 3 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 Report Designer
Introduction to Dynamics GP 2016 and the Summary General Ledger
Not currently available
~ 10 minutes
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
Reporting: GP Multi Dimensional Analysis (MDA)
Introduction to GP Multidimensional Analysis (MDA) codes and reporting in Solver.
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 Top 5 AP
How to build a top x report, using Report Designer
Not currently available
~ 30 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
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
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
Reporting: Year to Date Drill-To
How to create custom Drill-To for year to date columns.
Not currently available
~ 7 minutes
BI360 Report Publisher v4
Using the BI360 Report Publisher to automate report distribution.
Not currently available
~ 10 minutes
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
Using Microsoft Power BI
Basics of using Power BI to build visual reports and connecting to your Solver data.
Not currently available
~ 60 minutes
Planning Basics
This course introduces the essentials to design and configure an input form/template.
Not currently available
~ 60 min
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
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
Solver - Workflow
This document outlines the features of Solver's Workflow for assigning budget/forecast templates (input forms) to users.
Not currently available
Solver - End User Training
This course explores viewing and opening reports, and budget/forecast input forms for end users.
Not currently available
~ 20 minutes
Solver - Application Overview
This course provides an overview of Solver and each of the available applications.
Not currently available
~ 60 minutes
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
Solver - Setting up Users and Roles
This document provides an overview and step-by-step instructions for setting up new administrators, users, and roles in Solver.
Not currently available
~ 20 minutes
Solver Private Host - Adding Integrations
Add a new integration license to Solver Private Host
Not currently available
~ 3 minutes
Solver - 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
Solver - Publisher
This document outlines the features of Solver Publisher for report distribution.
Not currently available
Solver - QuickStart Program
This course walks through the steps of a QuickStart in the Solver Data Warehouse.
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 input forms in the BI360 Web Portal
Not currently available
~ 45 minutes
Solver Private Host - Update Metadata
How to update your integration in Solver Private Host.
Not currently available
~ 1 minutes
Solver Data Warehouse Overview
An introduction to the concepts and elements of the Solver data warehouse.
Not currently available
~ 20 minutes
Solver - Loading Data from Dynamics 365 Finance & Operations
An overview of the steps required to load data using the Build Your Own Database method to connect to the Solver Data Warehouse
Not currently available
~ 20 minutes
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
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
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
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
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
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
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
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
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
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
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
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
Solver - Intacct Connector
Mapping and configuring the Intacct connector to load financial dimensions and GL data.
Not currently available
~ 90 minutes
Solver - NetSuite Connector
Mapping and configuring the NetSuite 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
BI360 version 4 with KwikTag
This lesson provides a quick look at a BI360 report (version 4) that includes a link to a KwikTag document.
Not currently available
~ 3 minutes
White Paper Collection
Access Solver White Papers
Not currently available
~ 30 minutes