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. This training is for Birst version 7.6 and all previous versions and is recommended for data analysts, business analysts, and report specialists who want to create insightful visualizations and dashboards. Topics include: Designer overview, Birst Query Language (BQL), Designer chart creation, banded reports, creating subreports, embedding a subreport into a container report, bursting reports, Visualizer overview, chart creation in Visualizer, creating complex charts, geomaps, using column selectors, tables and crosstabs, dashboard planning, dashboards overview, creating and enhancing a display dashboard, and drill across. This course is tool-centric meaning that exercises are not based on any specific Infor product. This course is not suitable for functional end users; instead, they should attend the Birst: Using Dashboards and Visualizer course. If you also manage Birst spaces, the Birst: Foundation for Administrators course is recommended. Previous course name/code: Birst: Using Dashboards and Visualizer/01_0920750_IEN0107_BBICourse Agenda:Birst: Course Description for Foundation for AnalystsPlease note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 16 Hours Partners,Customers,Employees
Birst: Using Dashboards and Visualizer - Instructor-Led Training This course covers using the Birst Dashboards and Visualizer tools. This includes an overview for business users who need to interact with existing dashboards and reports, as well as personalize existing reports to save for private use. This training is for Birst version 7 and all previous versions and is intended for business users. Topics include dashboards overview and end user functionality; Visualizer overview; changing chart types, customization, and tables and crosstabs. Previous course name/code: Birst: Using Dashboard and Visualizer / 01_0920750_IEN0107_BBI Course Agenda:Birst: Course Description for Using Dashboards and VisualizerPlease note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 08 Hours Partners,Customers,Employees
Birst: Foundation for Administrators - Instructor-Led Training This course covers Birst Enterprise space creation and administration. This training is for Birst version 2024 04 and all previous versions and is recommended for new Birst Space administrators who manage one or more Birst spaces, Birst account administrators, and IT administrators. Topics include: creating data models, space management, user and group administration, user security, drill maps, orchestration workflows, column level security, and using Visualizer reports. Experience with basic SQL statements is recommended. This course is tool-centric meaning that exercises are not based on any specific Infor product. If you are also a developer, the Birst: Foundation for Analysts course is recommended. Previous course name/code: Birst: Foundation for Administrators / 01_0920740_IEN0082_BBICourse Agenda:Birst: Course Description for Foundation for AdministratorsPlease note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 16 Hours Partners,Customers,Employees
Birst: Partner Training - Instructor-Led Training This course is a combination of standard Birst foundation trainings and custom workshops Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 28 Hours Partners,Customers,Employees

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. This training is for Birst version 7.7 and all previous versions and is recommended for existing Birst space or account administrators who manage one or more Birst spaces, or dashboard and report creators.Topics include: Creating a basic data model, custom attributes and measures, drill maps, and variables.Experience with basic SQL statements is recommended. This course is tool-centric meaning that exercises are not based on any specific Infor product. If you are also a developer, the Birst: Foundation for Analysts course is recommended.It should take approximately 4 hours to complete the exercises and build your training space.Previous course name/code: Birst: Advanced Presentation Layer Introduction/ 11_0920000_een0022_BBI. 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. This training is for Birst version 7.6 and all previous versions and is recommended for data analysts, business analysts, and report specialists who want to create insightful visualizations and dashboards. This course includes a workbook, lab on demand, materials, and access to the Discussion Group. Topics include: Designer overview, Birst Query Language (BQL), Designer chart creation, banded reports, creating subreports, embedding a subreport into a container report, bursting reports, Visualizer overview, chart creation in Visualizer, creating complex charts, geomaps, using column selectors, tables and crosstabs, dashboard planning, dashboards overview, creating and enhancing a display dashboard, and drill across. This course is tool-centric meaning that exercises are not based on any specific Infor product. This course is not suitable for functional end users; instead, they should attend the Birst: Using Dashboards and Visualizer course. If you also manage Birst spaces, the Birst: Foundation for Administrators course is recommended. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 16 Hours Partners,Customers,Employees
Birst: Using Dashboards and Visualizer - Self-directed Learning This course covers using the Birst Dashboards and Visualizer tools. This includes an overview for business users who need to interact with existing dashboards and reports, as well as personalize existing reports to save for private use. This training is for Birst version 7 and all previous versions and is intended for business users. Topics include dashboards overview and end user functionality; Visualizer overview; changing chart types, customization, and tables and crosstabs. This course includes a workbook, lab on demand, materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
Birst: Foundation for Administrators - Self-directed Learning This course covers Birst Enterprise space creation and administration. This training is for Birst version 2024 10 and all previous versions and is recommended for new Birst Space administrators who manage one or more Birst spaces, Birst account administrators, and IT administrators. Topics include: extending data models, space management, user and group administration, user security, drill maps, orchestration workflows, column level security, and using Visualizer reports. Experience with basic SQL statements is recommended. This course is tool-centric meaning that exercises are not based on any specific Infor product. If you are also a developer, the Birst: Foundation for Analysts course is recommended. Previous course name/code: Birst: Foundation for Administrators / 01_0920740_IEN0082_BBI. This course includes a workbook, lab on demand, materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 16 Hours Partners,Customers,Employees

eLearning

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Course Name Course Description Course Duration Course Audience
Infor: Exploring the CloudSuite Architecture This course introduces the architecture commonly deployed in multi-tenant CloudSuite environments. It covers the most common or core applications as well as the data flows that connect them. 0.25 Hours Partners,Customers,Employees
Infor: Exploring Enterprise Reporting and Analytics This course examines the broad range of reporting and analytics tools available to Infor customers and explains which are appropriate for specific reporting needs and requirements. 0.50 Hours Partners,Customers,Employees
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: Dashboards Overview This course provides a high-level overview of Infor Birst dashboards. 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
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
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
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: How to Set up Birst This course contains a series of videos explaining how to configure and use Birst. 0.75 Hours Partners,Customers,Employees
Birst: How to Create and Customize Dashboards This course contains a series of videos explaining how to create and navigate dashboards and set up filters. 01 Hours Partners,Customers,Employees
Birst: How to Customize Birst This course contains a series of videos explaining how to customize KPIs, widgets, and bookmarks in Birst. 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

Training Guide

Course Name Course Description Course Audience

Exam Guide

Course Name Course Description Course Audience
Complete Infor Birst Course Catalog

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