M3 Training Catalog

Infor Birst Course Catalog

Your learning solution for any role and skill-level.

Maximize your potential with innovative training programs developed to help you master your Birst solution. Designed for any role and skill level, you ’ll benefit from collaborative and expert led learning.

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Instructor Led Training (ILT)

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Course Name Course Description Course Duration Course Audience
Birst: Foundation for Analysts - Instructor-Led Training This course covers analytics topics in Birst Enterprise Designer 2.0 (HTML5) and Visualizer modules, as well as the design and construction of Dashboards. It provides a comprehensive understanding of the Designer module, including its features, tools, and modes, and explains the differences between Designer and Visualizer reports. The course guides learners through creating banded reports, using Birst Query Language (BQL), and building various types of charts and subreports. Participants will learn to embed subreports, schedule advanced reports, and utilize Visualizer for creating and formatting charts, including complex charts and geomaps. The curriculum also covers the use of column selectors, tables, crosstabs, and drilling techniques. Learners will explore dashboard planning, creation, enhancement, and advanced navigation features such as drill across. 16 Hours Partners,Customers,Employees
Birst: Using Dashboards and Visualizer - Instructor-Led Training This course covers the foundational concepts and practical applications of using Birst with database and visualization tools. It guides learners through the process of connecting to databases, managing data models, and creating visualizations within the Birst platform. Participants will explore data integration techniques, learn how to configure and optimize data sources, and understand the workflow for building interactive dashboards. The course emphasizes best practices for data preparation, transformation, and reporting, ensuring users can effectively leverage Birst’s capabilities for business intelligence. Throughout the lessons, learners will gain hands-on experience with real-world scenarios, troubleshooting common issues, and applying advanced features to enhance data analysis. The curriculum is designed to build proficiency in both technical and analytical aspects, enabling users to deliver actionable insights. The course also addresses security considerations, user management, and collaboration features within the platform. 08 Hours Partners,Customers,Employees
Birst: Foundation for Administrators - Instructor-Led Training This course covers Birst Enterprise space creation and administration.The course explores extending data models, space management, user and group administration, user security, drill maps, orchestration workflows, column level security, and using Visualizer reports. Learners will gain practical skills in creating and managing Birst spaces, importing and modeling data, enabling sources, building hierarchies, targeting source columns, assigning grains, publishing data, connecting to shared connections, creating scripted sources, variables, drill maps, orchestration workflows, reviewing logs, adding users, creating user groups, duplicating spaces, managing the Report Catalog, creating custom subject areas, and implementing column level security. 16 Hours Partners,Customers,Employees
Infor U SkillBuilder: BIRST Reporting Essentials: Building, Publishing, and Managing Dashboard Reports - Instructor-Led Training This lab provides a comprehensive, hands-on introduction to BIRST reporting, guiding participants through the entire process of designing, building, and deploying reports within the BIRST analytics environment. Learners will gain practical experience working with BIRST’s data models, visualizations, and dashboard tools to create meaningful, actionable insights for their organization. Through step-by-step demonstrations, participants will learn how to build reports from scratch-starting with data selection and filtering, progressing through visualization choices and formatting, and ultimately assigning and publishing reports to dashboards for broader organizational access. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 1.50 Hours Customers

Self-directed Learning (SDL)

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Course Name Course Description Course Duration Course Audience
Birst: Advanced Presentation Layer Introduction - Self-directed Learning This course covers Birst Enterprise space creation, including the latest features and workflows. Participants will learn to create a basic data model, custom attributes and measures, drill maps, and variables. The course guides users through space creation, uploading and preparing data, building hierarchies, targeting source columns, assigning grains, publishing the data model, and validating in Visualizer. It emphasizes tool-centric exercises not tied to any specific Infor product, and is recommended for Birst space or account administrators, dashboard and report creators. The workbook includes practical exercises, conceptual information, and step-by-step instructions for applying concepts in Birst. Experience with basic SQL statements is recommended, and the course is suitable for both new and experienced administrators. The training prepares learners to build and manage Birst spaces efficiently, ensuring successful outcomes in data modeling and reporting. 04 Hours Partners,Customers,Employees
Birst: Foundation for Analysts - Self-directed Learning This course covers analytics topics in Birst Enterprise Designer 2.0 (HTML5) and Visualizer modules, as well as the design and construction of Dashboards. It provides a comprehensive understanding of the Designer module, including its features, tools, and modes, and explains the differences between Designer and Visualizer reports. The course guides learners through creating banded reports, using Birst Query Language (BQL), and building various types of charts and subreports. Participants will learn to embed subreports, schedule advanced reports, and utilize Visualizer for creating and formatting charts, including complex charts and geomaps. The curriculum also covers the use of column selectors, tables, crosstabs, and drilling techniques. Learners will explore dashboard planning, creation, enhancement, and advanced navigation features such as drill across. 16 Hours Partners,Customers,Employees
Birst: Using Dashboards and Visualizer - Self-directed Learning This course covers the foundational concepts and practical applications of using Birst with database and visualization tools. It guides learners through the process of connecting to databases, managing data models, and creating visualizations within the Birst platform. Participants will explore data integration techniques, learn how to configure and optimize data sources, and understand the workflow for building interactive dashboards. The course emphasizes best practices for data preparation, transformation, and reporting, ensuring users can effectively leverage Birst’s capabilities for business intelligence. Throughout the lessons, learners will gain hands-on experience with real-world scenarios, troubleshooting common issues, and applying advanced features to enhance data analysis. The curriculum is designed to build proficiency in both technical and analytical aspects, enabling users to deliver actionable insights. The course also addresses security considerations, user management, and collaboration features within the platform. 08 Hours Partners,Customers,Employees
Birst: Foundation for Administrators - Self-directed Learning This course covers Birst Enterprise space creation and administration.The course explores extending data models, space management, user and group administration, user security, drill maps, orchestration workflows, column level security, and using Visualizer reports. Learners will gain practical skills in creating and managing Birst spaces, importing and modeling data, enabling sources, building hierarchies, targeting source columns, assigning grains, publishing data, connecting to shared connections, creating scripted sources, variables, drill maps, orchestration workflows, reviewing logs, adding users, creating user groups, duplicating spaces, managing the Report Catalog, creating custom subject areas, and implementing column level security. 16 Hours Partners,Customers,Employees

eLearning

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Course Name Course Description Course Duration Course Audience
Infor: Configuring Infor Analytics for CSD - Source to Data Lake This course covers the process of publishing data (enabling data flows) from CloudSuite Distribution (CSD) to the Data Lake, tips and tricks to minimize issues, and best practices. 01 Hours Partners,Customers,Employees
Infor: Configuring Infor Analytics for CSD - Data Lake to Birst This course covers the process of publishing data (enabling data flows) from Infor Data Lake to Infor Birst, tips and tricks to minimize issues, and best practices. 0.75 Hours Partners,Customers,Employees
Infor: Configuring Infor Analytics for SyteLine - Source to Data Lake This course covers the process of publishing data from Infor SyteLine (CSI) to the Data Lake, tips and tricks to minimize issues, and best practices. 01 Hours Partners,Customers,Employees
Infor: Configuring Infor Analytics for LN Source to Data Lake This course covers the process of publishing data from Infor LN to the Data Lake, tips and tricks to minimize issues, and best practices. 01 Hours Partners,Customers,Employees
Infor: Configuring Infor Analytics for LN Data Lake to Birst This course covers the process of publishing data from Infor Data Lake to Birst, tips and tricks to minimize issues, and best practices. 01 Hours Partners,Customers,Employees
Infor: Configuring CloudSuite Analytics for HR Talent - Source to Data Lake This course covers the process of publishing data from HR Talent to Infor Data Lake, tips and tricks to minimize issues, and best practices. 01 Hours Partners,Customers,Employees
Infor: Configuring CloudSuite Analytics for HR Talent - Data Lake to Birst This course covers the process of publishing data from Data Lake to Birst for HR Talent (HRT) Analytics. 0.25 Hours Partners,Customers,Employees
Birst: End User Dashboard Features This course provides a high-level overview of Infor Birst end user dashboard features. 0.25 Hours Partners,Customers,Employees
Birst: Dashboard Toolbar Features This course provides a high-level overview of Infor Birst dashboard toolbar features. 0.25 Hours Partners,Customers,Employees
Birst: Dashlet Features After taking this course, users will be able to describe the dashlet features of Infor Birst dashboards, including the description icon, the Minimize and Maximize buttons, and the Dashlet Actions menu. 0.25 Hours Partners,Customers,Employees
Birst: Filtering in Dashboards After taking this course, users will be able to describe filtering in dashboards in Infor Birst, including using visual filtering, embedded filters, preconfigured filters, and filter cards. 0.25 Hours Partners,Customers,Employees
Infor: Demonstrating CloudSuite Analytics A presentation on how and what to show when demoing CloudSuite Analytics to customers and prospects. 0.50 Hours Partners,Employees
Infor: Selling Analytics This course walks you through how to talk to customers and prospects about Analytics and Birst. 0.50 Hours Partners,Employees
Infor: Licensing and Packaging for Infor Analytics This course explains the different Analytics and Birst editions and license types, and walks you through 2 CPQ scenarios. 0.50 Hours Partners,Employees
Infor: Creating a Custom Dashboard in CloudSuite Analytics - Hands-on Exercise This exercise tests your skills on creating reports from a pre-built data model, and shows you how to put together a visually-pleasing dashboard full of valuable information using the design principles from Value Based Design (VBD). 0.25 Hours Partners,Employees
Birst: v2022.02 RT What's New Birst: v2022.02 RT What's New 30 Hours Partners,Customers,Employees
Birst: v2022.06 RT What's New Birst: v2022.06 RT What's New 0.50 Hours Partners,Customers,Employees
Birst: v2022.10 RT What's New What's New in Birst 2022.10 0.75 Hours Partners,Customers,Employees
Birst: v2023.02 RT What's New Birst: v2023.02 RT What's New 0.50 Hours Partners,Customers,Employees
Birst: v2023.04 RT What's New Birst: v2023.04 RT What's New 0.50 Hours Partners,Customers,Employees
Sales Essentials: Birst Learn to lead compelling customer conversations with Sales Essentials: Birst for Sales teams, leaders, and champions. At the end of this course you will be able to discover opportunities, develop insights, and deliver outcomes for your customer's analytics strategy. 02 Hours Partners,Employees
Birst: Drilling in Dashboards After taking this course, users will be able to describe how to use drill navigation to move between dashboards or through data in Infor Birst, including drilling between dashboards, drilling on data, and drilling to external sites. 0.25 Hours Partners,Customers,Employees
Birst: Visualizer Overview After taking this course, users will be able to describe Visualizer features in Infor Birst, including accessing Visualizer, identifying Visualizer anatomy, sorting data, filtering data, and describing the top toolbar. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Analytics Overview This course provides an overview of how CloudSuite Distribution uses Infor Birst for analytics and reporting. Topics include navigating the user interface, using pre-built dashboards and reports, creating and designing custom dashboards and reports, filtering and drilling into data, and consuming reports. 0.75 Hours Partners,Customers,Employees
Birst: Advanced Presentation Layer - Dashboard Design Principles This course discusses best practices for designing your Birst Dashboards. 01 Hours Partners,Customers,Employees
Birst: CloudSuite Analytics Modeler Administration Overview This course is an overview of Birst Space administration in Modeler, including the Connect, Prepare and Relate modules. CloudSuite Industrial is used in the example but topics are applicable to most ERPs. This training is for Birst v7.4. 0.75 Hours Partners,Customers,Employees
Birst: Advanced Presentation Layer - Navigating Dashboards This course explores more advanced navigation features in Birst Dashboards. 01 Hours Partners,Customers,Employees
Birst: Advanced Presentation Layer - All About Filters This course discussed applying Global and Parent/Child filters to a Birst Dashboard 01 Hours Partners,Customers,Employees
Birst: Advanced Presentation Layer - Creating Reports with Visualizer This course will explore more advanced reporting features in the Visualizer module. 01 Hours Partners,Customers,Employees
Infor: Configuring Infor Analytics for M3 - Source to Data Lake This course covers the process of publishing data from Infor M3 to the Data Lake, tips and tricks to minimize issues, and best practices. 01 Hours Partners,Customers,Employees
Birst: Advanced Presentation Layer - Working with BQL This course will cover multiple examples of working with Birst Query Language in our Report creation modules. 01 Hours Partners,Customers,Employees
Infor: Configuring Infor Analytics for M3 - Data Lake to Birst This course covers the process of publishing data from Infor Data Lake to Birst, tips and tricks to minimize issues, and best practices. 01 Hours Partners,Customers,Employees
Birst: Advanced Presentation Layer - External Visualizations Using HTML Editor This course demonstrates various ways to apply external visualizations to your dashboard using the HTML Editor. 01 Hours Partners,Customers,Employees
Birst: Customizing a Table After taking this course, users will be able to describe how to customize a table in Visualizer, including converting a chart to a table, table formatting, and conditional formatting. 0.25 Hours Partners,Customers,Employees
Birst: Using Chart Customizations in Visualizer After taking this course, users will be able to describe how to use Explore in Visualizer to customize a chart using Visualizer features and formatting, including formatting a measure, data formatting, chart layers, and chart formatting. 0.25 Hours Partners,Customers,Employees
Birst: Converting a Table to a Crosstab After taking this course, users will be able to describe how to convert a table to a crosstab in Visualizer, including identifying crosstab anatomy and creating a crosstab. 0.25 Hours Partners,Customers,Employees
Birst: v2023.10 RT Introducing New Enhancements Learn what's new with the Birst 2023.10 release. 0.25 Hours Partners,Customers,Employees
Birst: v2024.04 RT Introducing New Enhancements 2024.04 New Enhancements 0.25 Hours Partners,Customers,Employees
Birst: v2024.10 RT Introducing New Enhancements This course provides a high-level overview of enhancements delivered in the release. 0.25 Hours Partners,Customers,Employees
Birst: v2025.04 RT Using the Analytics Widget This course describes how to use and configure the new Analytics Widget that will be available in the April 2025 release. 0.68 Hours Partners,Customers,Employees
Infor: Configuring Infor Analytics for Financials & Supply Management - Source to Data Lake This course covers the process of publishing data from Financial & Supply Management (FSM) to the Data Lake. 01 Hours Partners,Customers,Employees
Birst: Introducing New Enhancements Join us for a training session where we will introduce you to the new charting capabilities and admin functionalities v2025.04. 0.25 Hours Partners,Customers,Employees
Birst: Using Prep Source This course was designed to showcase our new drag and drop transformations, not available in Birst enterprise spaces for all licenses. The drag and drop experience brings more flexibility and less coding to basic transformation use cases, making it faster and lower barrier of entry for new employees using Birst. Feature Release 2025.10. 0.25 Hours Partners,Customers,Employees
Birst: Using GenAI In this course, you will learn to use the new GenAI capabilities part of the October release. We will explore the capabilities available for our visualization editor as well as Insight Summaries on your dashlets within dashboards. Feature Release 2025.10 0.25 Hours Partners,Customers,Employees
Birst: Using Visual Analytics Widget na 0.25 Hours Partners,Customers,Employees
Birst: Introducing New Enhancements This course will provide updates on the new enhancements available with the 2025.10 release of Birst. 0.25 Hours Partners,Customers,Employees
Birst: Introducing New Enhancements This course covers the Search with AI feature that expands basic search across the application for reports and dashboards using GenAI to provide more actionable results, reducing duplication of report generation and streamlining discovery across domains and report catalogues. The course demonstrates the GenAI Visualization Builder, which enables users to create charts through natural language prompts (NLP), where the system interprets the prompt, selects relevant measures and attributes, and auto-generates a chart, lowering the barrier for less technical users. Participants explore the new Histogram Chart that displays the distribution of continuous numeric variables by grouping data into configurable bins, supporting both vertical and horizontal layouts. The course explains how Birst now protects against security risks by scanning every uploaded file using the CFS malware scanner before ingestion, blocking files if a threat is detected. It describes the Cleaner Charts enhancement with a Hide Data Nodes toggle for line-based charts to emphasize trends over cluttered markers. 0.25 Hours Partners,Customers,Employees
Birst: Introducing Analytics Widget with AI This course covers two key enhancements that integrate GenAI capabilities into Analytics Widgets across all CloudSuites. The first enhancement, Built with AI, enables widget configuration to support GenAI-powered natural language queries for GenAI-enabled spaces. Participants will examine how users can describe what they want in plain language, have a BQL query generated, revise and resubmit prompts, and switch at any time between AI-generated queries and manual BQL entry via a segmented control. This enhancement addresses the challenge that building widget queries in BQL is time-consuming and requires technical expertise, and speeds up widget creation by letting users ask in plain English instead of writing BQL. The second enhancement, Edit with AI, allows users to fine-tune how their widget charts look and behave using simple prompts instead of navigating through multiple menus and properties. Users can type instructions like "Hide grid lines" or "Show values on bars," and the widget automatically updates its chart options. Participants will identify how these enhancements reduce effort, lower the skill barrier, and accelerate insight creation, driving higher productivity and adoption of Visual Insights across CloudSuites. 0.12 Hours Partners,Customers,Employees
Infor Birst: Using Intelligent Analytics This course covers the Intelligent Analytics enhancements delivered in the Infor Birst 2026.04 release, providing a detailed description of how to set up, activate, and use the GenAI Visualization Builder and Search with AI features within the Reporting Visualizer module. Participants will examine the GenAI Visualization Builder, which enables users to create Visualizer reports using simple natural-language prompts instead of writing BQL queries, making report creation faster and more accessible for business users so they can focus on insights rather than query syntax. The course demonstrates how to start from a blank Visualizer report, type a natural-language request in the GenAI prompt area, and have the system automatically build the underlying query and generate the chart. Participants will analyze how this enhancement addresses the challenge of complex subject areas that make it difficult to navigate and select the correct columns, and how it enables users to build charts on the fly, save them to the report catalogue, and share them to dashboards or other users with chart suggestions to view data in the best way. 0.12 Hours Partners,Customers,Employees
Birst: Dashboards Overview This course provides a high-level overview of Infor Birst dashboards. 0.25 Hours Partners,Customers,Employees
BIRST: Introducing New Enhancements This course presents information related to the v2026.10 for BIRST. 0.30 Hours Partners,Employees
Infor Birst: Using Next-Generation Analytics Discover how Birst AI helps users accelerate analytics and dashboard creation through intelligent, AI-powered experiences. This course covers Analytics Agent, which enables users to explore data, ask business questions in natural language, and uncover insights faster, and Dashboard Builder, which streamlines the creation of interactive, impactful dashboards using AI-assisted design and visualization capabilities. Learn key use cases, best practices, and how these innovations help transform data into actionable business decisions with greater speed and efficiency. Feature Release 2026.10 0.25 Hours Partners,Employees
Infor: Introduction to Birst and CloudSuite Analytics This course provides an overview of Infor Birst and CloudSuite Analytics Topics include an overview of Infor Birst and CloudSuite Analytics, a comparison of the editions, and understanding the delivered content. 01 Hours Partners,Customers,Employees

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Complete Infor Birst Course Catalog

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