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
One year subscription to Solver Academy eLearning
Not currently available
1 year
BI360 AdministrationBI360 OverviewData Warehouse4.xCloud/Private HosteLearningBudgetingReporting
Report Design Foundation
Report Design Foundation
This course walks you through the basic requirements for building report templates in BI360.
Not currently available
~ 60 minutes
Reporting4.xCloud/Private HostRevised CourseeLearningFree 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 the BI360 Report Designer.
Not currently available
~ 6 hours
4.xCloud/Private HosteLearningReportingfree-included
Report Design Advanced Concepts
Report Design Advanced Concepts
This course covers intermediate to advanced functionality used in report template designs.
Not currently available
~ 30 min
eLearningReporting4.xCloud/Private Hostfree-included
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 the BI360 Report Designer.
Not currently available
~ 6 hours
4.xCloud/Private HosteLearningReportingfree-included
Reporting: Accounts Payable
Reporting: Accounts Payable
How to build an Accounts Payable transaction report in Report Composer and Report Designer
FREE
~ 15 minutes
4.xCloud/Private HosteLearningReportingfree-included
Reporting: Counts in Excel and BI360
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
eLearning4.xCloud/Private Hostfree-includedReporting
Reporting: Expanding by COA Segment in BI360 Composer
Reporting: Expanding by COA Segment in BI360 Composer
This lesson reviews expanding segments in a BI360 Report Composer report.
Not currently available
~ 5 minutes
eLearningReporting4.xfree-included
Reporting: Filter Priority
Reporting: Filter Priority
How filter priority, or hierarchy, works with cell, column, row, and sheet filters.
Not currently available
~ 5 minutes
Reporting4.xCloud/Private HosteLearningfree-included
Reporting: Filter Unposted Transactions
Reporting: Filter Unposted Transactions
How to filter unposted General Ledger transactions in drilldown
Not currently available
~ 4 minutes
Reporting4.xCloud/Private HosteLearningfree-included
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
eLearning4.xCloud/Private Hostfree-includedReporting
Reporting: Period Change Trend Report in BI360 Composer
Reporting: Period Change Trend Report in BI360 Composer
This lesson reviews expanding periods in a BI360 Report Composer report.
Not currently available
~ 3 minutes
eLearningReporting4.xfree-included
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
4.xCloud/Private HosteLearningReportingfree-included
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
eLearning4.xCloud/Private Hostfree-includedReporting
Reporting: GP and GL Balances in BI360
Reporting: GP and GL Balances in BI360
Introduction to Dynamics GP 2016 and the Summary General Ledger
Not currently available
~ 10 minutes
Reporting4.xCloud/Private HosteLearningfree-included
Reporting: GP Document Attachment
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
eLearningReporting4.xCloud/Private Hostfree-included
Reporting: GP Multi Dimensional Analysis (MDA)
Reporting: GP Multi Dimensional Analysis (MDA)
Introduction to GP Multidimensional Analysis (MDA) codes and reporting in BI360.
FREE
~ 7 minutes
4.xCloud/Private HosteLearningReportingfree-included
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
eLearningReporting4.xCloud/Private Hostfree-included
Reporting: GP Top 5 AP
Reporting: GP Top 5 AP
How to build a top x report, using BI360
Not currently available
~ 30 minutes
Reporting4.xCloud/Private HosteLearningfree-included
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
Reporting4.xCloud/Private HosteLearningfree-included
Reporting: SAP Business One User-Defined Fields in BI360
Reporting: SAP Business One User-Defined Fields in BI360
This course explores user-defined fields in SAP Business One and how to enable them for reporting in BI360 version 4, Cloud, or Private Host version 5.
Not currently available
~ 8 minutes
ReportingBI360 Administration4.xNewly PostedeLearningfree-included
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
Reporting4.xCloud/Private HosteLearningfree-included
BI360 Report Publisher v4
BI360 Report Publisher v4
Using the BI360 Report Publisher to automate report distribution.
Not currently available
~ 10 minutes
4.xeLearningReportingfree-included
Using Microsoft Power BI
Using Microsoft Power BI
Basics of using Power BI to build visual reports and its connection to BI360.
Not currently available
~ 60 minutes
ReportingCloud/Private HostData WarehousePower BINewly PostedeLearningfree-included
Budget Basics
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
Free ContentBudgeting4.xCloud/Private HostRevised CourseeLearning
Self Study - Web Budgeting Essentials
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
4.xCloud/Private HosteLearningBudgetingfree-included
Budgeting: Budget Setup in BI360 Private Host
Budgeting: Budget Setup in BI360 Private Host
How to define a connection to your ERP that is enabled for budgeting in BI360 Private Host.
Not currently available
~ 3 minutes
BudgetingBI360 AdministrationCloud/Private HostNewly PostedeLearningfree-included
BI360 Cloud/Private Host - Workflow
BI360 Cloud/Private Host - Workflow
This document outlines the features of BI360 Workflow for assigning budget templates to users.
Not currently available
eLearningBudgetingCloud/Private Hostfree-included
BI360 Cloud/Private Host - End User Training
BI360 Cloud/Private Host - End User Training
This course explores viewing and opening reports, and budget input for end users.
Not currently available
~ 20 minutes
BudgetingReportingCloud/Private HostEnd User TrainingFree ContenteLearning
BI360 Cloud/Private Host - Module Overview
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
Cloud/Private HosteLearningBudgetingReportingRevised CourseFree ContentBI360 OverviewBI360 AdministrationData Warehouse
Migrating to BI360 Cloud
Migrating to BI360 Cloud
This course provides an overview of the BI360 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.xCloud/Private HostBI360 AdministrationeLearningFree Content
BI360 Cloud/Private Host - Setting up Users and Roles
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 5x.
Not currently available
eLearningBI360 AdministrationCloud/Private Hostfree-included
BI360 Private Host - Adding Integrations
BI360 Private Host - Adding Integrations
Add a new integration license to BI360 Private Host
Not currently available
~ 3 minutes
eLearningNewly PostedBI360 AdministrationCloud/Private Hostfree-included
BI360 Cloud/Private Host - Sharing Templates and Reports
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 5x. Step-by-step instructions are included for each.
Not currently available
ReportingeLearningCloud/Private Hostfree-included
BI360 Cloud/Private Host - Publisher
BI360 Cloud/Private Host - Publisher
This document outlines the features of BI360 Publisher for report distribution.
Not currently available
eLearningCloud/Private Hostfree-includedReporting
Power BI  and BI360 Cloud/Private Host - Overview
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
Cloud/Private HostReportingPower BIeLearningSales TrainingFree Content
BI360 Cloud - QuickStart Program
BI360 Cloud - QuickStart Program
This course walks through the steps of a QuickStart in the BI360 Data Warehouse.
FREE
~ 30 minutes
Cloud/Private Hostfree-includedeLearningData Warehouse
BI360 Security v4
BI360 Security v4
Setting up role-based security.
Not currently available
~ 13 minutes
4.xBI360 AdministrationeLearningfree-included
Web Portal Overview v4
Web Portal Overview v4
Interacting with completed reports, dashboards and budget forms in the BI360 Web Portal
Not currently available
~ 45 minutes
4.xFree ContentBI360 OvervieweLearningEnd User Training
BI360 Private Host - Update Metadata
BI360 Private Host - Update Metadata
How to update your integration in BI360 Private Host.
Not currently available
~ 1 minutes
BI360 AdministrationCloud/Private HostData WarehouseNewly PostedeLearningfree-included
BI360 Cloud/Private Host - Data Warehouse Overview
BI360 Cloud/Private Host - Data Warehouse Overview
An introduction to the concepts and elements of the BI360 Cloud/Private Host version 5 data warehouse
Not currently available
~ 20 minutes
eLearningCloud/Private HostData WarehouseFree Content
BI360 Cloud/Private Host - Microsoft Dynamics 365 Business Central Connector
BI360 Cloud/Private Host - 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
eLearningCloud/Private Hostfree-includedData Warehouse
BI360 Cloud/Private Host - SAP by Design Integration
BI360 Cloud/Private Host - 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
eLearningNewly PostedCloud/Private Hostfree-includedData Warehouse
BI360 Cloud - Gateway Connector for Microsoft Dynamics AX
BI360 Cloud - 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
eLearningCloud/Private Hostfree-includedData Warehouse
BI360 Cloud - Gateway Connector for Microsoft Dynamics GP
BI360 Cloud - Gateway Connector for Microsoft Dynamics GP
Using the Gateway Connector to load GP accounts and data to the BI360 Cloud data warehouse
Not currently available
~ 60 minutes
eLearningfree-includedData WarehouseCloud/Private Host
BI360 Cloud - Gateway Connector for Microsoft Dynamics NAV
BI360 Cloud - 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
eLearningCloud/Private Hostfree-includedData Warehouse
BI360 Cloud - Gateway Connector for Microsoft Dynamics SL
BI360 Cloud - 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
eLearningCloud/Private Hostfree-includedData Warehouse
BI360 Cloud - Gateway Connector for SAP Business One SQL
BI360 Cloud - 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
eLearningNewly PostedCloud/Private Hostfree-includedData Warehouse
BI360 Cloud - Gateway Connector for Sage 100
BI360 Cloud - 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
eLearningCloud/Private Hostfree-includedData Warehouse
BI360 Cloud - Gateway Connector for Sage 300
BI360 Cloud - 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
eLearningCloud/Private Hostfree-includedData Warehouse
BI360 Cloud - Gateway Connector for Sage 500
BI360 Cloud - 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
eLearningNewly PostedCloud/Private Hostfree-includedData Warehouse
BI360 Cloud - Gateway Connector for Sage X3
BI360 Cloud - 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
eLearningNewly PostedCloud/Private Hostfree-includedData Warehouse
BI360 Cloud/Private Host - Intacct Connector
BI360 Cloud/Private Host - Intacct Connector
Mapping and configuring the Intacct connector to load financial dimensions and GL data.
Not currently available
~ 90 minutes
eLearningCloud/Private Hostfree-includedData Warehouse
BI360 Cloud/Private Host - SAP Business One HANA Connector
BI360 Cloud/Private Host - 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
eLearningCloud/Private Hostfree-includedData Warehouse
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
eLearningCloud/Private Hostfree-includedData Warehouse4.x
BI360 with KwikTag
BI360 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
Reporting4.xFree ContentSales TrainingNewly PostedeLearning
Report Design Essentials I - v4 Instructor-led, Virtual
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
4.xReportingInstructor LedInstructor Led - Virtual
Report Design Essentials II - v4 Instructor-led, Virtual
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
4.xReportingInstructor LedInstructor Led - Virtual
Budgeting Essentials I - Instructor-led, Virtual
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
4.xBudgetingInstructor LedInstructor Led - Virtual