2-day Training Class: Atlas 6.1 Reporting Training Course

If you are interested in attending this course please email Rachel Claxton, rclaxton@ebecs.com

Are you struggling to upload new data, journals or bank transactions? Or create new records, legal entities or customers? Or amend existing records, salaries or credit limits? Or generate your own self-service ad-hoc reporting?

If so, then let us show you how, by using Atlas 6.1 from Globe Software, you can solve these pains easily within Dynamics AX. This training course will also enhance your AX experience and improve your productivity and efficiency.

Atlas 6.1 is the latest release of Atlas and includes various improvements to functionality and also integration with the latest version of AX. It provides tools that make the interaction between your business systems easy and logical, to the extent that it becomes a natural part of your Office environment.

The Atlas system is a comprehensive, self-service, end-user reporting and upload software that allows you to consume your business information in a variety of software platforms, Microsoft Office and within a visualization rich desktop application.

You can mix and match information from many data sources; such as Microsoft Dynamics AX, Microsoft Dynamics CRM, SQL Databases and SSAS OLAP cubes. Atlas maximizes your ROI by covering every stage of your system’s lifecycle.

At this two day training event you will learn how to:

– Navigate the reporting system using the Atlas ribbon and task panes

– Work with data sources, table lists, fields and filters

–  Design and build queries using all Atlas functions

–  Drill down from reporting documents

–  Navigate the Atlas Desktop

–  Join and Merge tables

–  Work with Snippets

Agenda

Day 1 – 0900-1700 BST

08.30 – 09.00 – Coffee

09.00 – 09.15 – Welcome and introduction

09.15 – 10.15 – Overview of Atlas Management Studio and Client

10.15 – 10.45 – Data Sources, Table Lists, Fields, and Filters

10.45 – 11.00 – Coffee Break

11.00 – 12.30 – Single Cell Style Queries

12.30 – 13.30 – Lunch

13.30 – 14.45 – Table Style Queries

14.45 – 15.00 – Coffee Break

15.00 – 16.30 – Table Style Queries (continued)

16.30 – 17.00 –Q&A

Day 2 – 0900-1600 BST

08.30 – 09.00 – Coffee

09.00 – 09.30 – Refresher

09.30 – 10.30 – Drilling Down

10.30 – 10.45 – Coffee Break

10.45 – 12:00 – Drilling Down (cont.)

12.00 – 13.15 – Lunch

13.15 – 14.15 – Joining and Merging Tables

14.15 – 14.30 – Coffee Break

14.30 – 15.00 – Maintaining Queries and Snippets

15.00 – 15.30 – Upload “teaser”

15.30 – 16.00 – Practical issues, Q&A, Course Sweep Up

This course is aimed at AX staff who have a responsibility to prepare and generate reports and also AX power users who want the capability to produce their own self service reports across all AX modules. A course pre-requisite is to have AX experience with an understanding of reporting