8400: Microsoft FRx Report Design Essentials II

8400: Microsoft FRx Report Design Essentials II Course Description

Intended Audience for the 8400: Microsoft FRx Report Design Essentials II Course

• Intermediate FRx users
• Experienced FRx users who would like to build upon their skills and master product proficiency
• FRx Software product resellers

Training Packages & Career Tracks that include the 8400: Microsoft FRx Report Design Essentials II Course

• Microsoft Dynamics FRx

8400: Microsoft FRx Report Design Essentials II Course Objectives

• Have a renewed understanding of basic FRx report design concepts
• Explore ways to efficiently create and distribute many financial reports including:
• Linking to external worksheet data
• Statements of Cash Flow
• Using full accounts or multiple segments in reports
• Allocation reporting
• Linking Row Formats
• Relational reporting
• Multi company consolidations
• Currency Translation
• OLAP (Online Analytical Processing) output
• XBRL (eXtensible Business Reporting Language) output
• Advanced formatting tips and tricks

Required Prerequisites for the 8400: Microsoft FRx Report Design Essentials II course

• 8399: Microsoft FRx Report Design Essentials I

8400: Microsoft FRx Report Design Essentials II Course Outline

1. Overview
   1. About FRx Software products
   2. Terminology
   3. Demo company account structure
   4. Sample report demonstration
2. Concept Overview
   1. Basic Row Format review
   2. Working with TOTs and CALs in the Row Format
   3. How C's affect TOT and CAL rows and why to use them
   4. Defining a sort in the Row Format
   5. Relating rows to other rows
   6. Basic Column Layout review
   7. Defining a favorable/(unfavorable) variance Column Layout
   8. Working with BASE periods and years in the Column Layout
   9. Using "Add Reporting Units from Chart of Accounts" to build a Reporting Tree
   10. Using the split function to isolate a single account mask character
   11. Creating a new Reporting Catalog
   12. Defining report headers and footers
   13. Defining report headers and footers
3. Linking to External Worksheets
   1. Referencing external worksheet data
   2. Optional row modifiers
   3. Determining the period of data to be reported on
   4. Using the combined GL+Worksheet link in the Row Format
   5. Calculation priority with working with intersecting row and column calculations
   6. Adding an external worksheet link to the Row Format
   7. Proper syntax in combined vs. separate linking
   8. Using the optional row modifiers /CPO and /RPO when referencing worksheet data
   9. Designing Column Layouts that report on either/or data (i.e. either Actual or Budget) depending on the report date
4. Gross Profit per Unit - Practice
   1. Defining the GL+Worksheet link
   2. Working with the /CPO and /RPO row modifiers
   3. Using account and book code modif
   4. Advanced calculations and non-printing rows
5. Full Account Code and Multiple Segments
   1. Defining a fully qualified account in the Row Format
   2. How a full account in the Row Format affects units in a Reporting Tree
   3. Defining a range of periods in the Column Layout
   4. Using conditional dates in the Column Layout
   5. Using a range in a calculated column in the Column Layout
6. Defining Departments in the Row Format - Practice
   1. Defining the Row Format on the Department segment
   2. Defining a Reporting Tree that recognizes the Department in the Row Format
   3. Using Account Filters in the Column Layout
7. Statements of Cash Flow
   1. Using "C" in the normal balance to properly state sources and uses of cash
   2. Using the beginning balance and year to date account modifiers
   3. Defining a non-printing check row
   4. Using specific placement calculations in the Row Format
   5. Designing Column Layout's that display the changes in activity for the time frame being reported on
   6. Defining calculation priority for intersecting row and column calculations
8. FASB Style Statement of Cash Flow - Review
   1. Modifying an existing report design
   2. Using a combined GL+Worksheet link
   3. Using the /RPO row modifier
   4. Using non-printing check rows to validate report accuracy
9. Allocations
   1. Using specific column placement in Row Format calculation
   2. Column G restrictions in the Row Format
   3. Using Book Code modifiers in the Row Format
   4. How to work with full accounts in the Row Format when using a Reporting Tree
   5. Suppressing data from rolling up in the Reporting Tree
   6. Using multiple GL Links in the Row Format and Reporting Tree
   7. Presentation of external worksheet data in calculated columns
   8. Advanced calculations in the Column Layout
   9. Advanced formatting
10. Modified Allocation of Corporate Expenses - Practice
    1. Modifying existing building blocks
    2. Working with the Combined GL+Worksheet link
    3. Using WKS type columns in the Column Layout
    4. Using non-printing rows and specific column placement calculations in the Row Format
    5. Proper catalog definition when linking to external worksheet data
11. Row Linking
    1. Adding a Row Format link to a Row Format
    2. Using text labels for row codes
    3. Defining a Reporting Tree that relates to multiple Row Formats
    4. Advanced formatting concepts
    5. How rounding options work with Row Linking
12. Row Linking Income Statement - Practice
    1. Linking to another Row Format
    2. Defining a Reporting Tree that can access multiple Row Formats
    3. Using the BASE+ concept in the Column Layout
    4. Rounding options when using Row Linking
13. Review
    1. Concept Review
14. Relational Reporting
    1. Defining CBR (Base) rows in the Row Format
    2. Defining Column Layout calculations that work with CBR in the Row Format
    3. Suppressing CBR in detail reports
15. Multiple Base Row Definitions and Using Statistical Information as a Base Row - Practice
    1. Defining the CBR or Base Row
    2. Using Reporting Unit restrictions in the Row Format vs. full account codes to restrict the data being reported on
    3. Using Reporting Unit restrictions in the Column Layout vs. Account Filters to restrict the data being reported on
16. Additional Formatting Concepts
    1. IF/THEN/ELSE calculations in the Row Format
    2. Defining effective dates in the catalog
    3. Using column Z (Additional Text) in the Reporting Tree
    4. Working with Microsoft Excel or Microsoft Word and FRx
    5. Defining International Formats
17. Consolidations
    1. Overview of multiple company consolidations in FRx
    2. How to format amounts
    3. Assigning an international format to a report
    4. When is a Reporting Tree required
    5. Side-by-side (consolidating) Column Layout design
    6. Linking to external worksheet data
18. OLAP Output
    1. FRx and OLAP
    2. Microsoft Local Cubes
    3. Microsoft Server Cubes
    4. Excel Pivot Chart and Excel Pivot Table output options
    5. Terminology in OLAP and FRx
19. XBRL
    1. XBRL Overview
    2. Adding an XBRL link and related taxonomy file
    3. Assigning XBRL tags
    4. The XBRL Instance Document output option
20. Currency Translation
    1. Using an external worksheet link to pull in translation rates
    2. Adding CTA (cumulative translation adjustment) to the Row Format
    3. Using column restrictions in the Column Layout to define formatting
    4. Defining the DAX rates path
    5. Activating DAX in the catalog and Column Layout
    6. Assigning currency conversion format codes and related rate IDs

Benefits of taking the 8400: Microsoft FRx Report Design Essentials II course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
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  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

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• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
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