Infor Birst 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 Administrators This course covers Birst Enterprise space creation and administration. This training is for Birst version 7.5 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 - Administrator / 99_0920000_IEN0048_BBI.Course Agenda:Birst: Course Description for Foundation for Administrators 16 Hours Partners,Employees,Customers
Birst: Using Dashboards and Visualizer This course covers the Birst Dashboards and Visualizer tools, including an overview for users who consume and interact with existing dashboards and reports, and personalize existing reports for private use. This training is for Birst version 7 and all previous versions and is intended for functional end users and super users. Topics include: dashboards overview and end user functionality, Visualizer overview, changing chart types, customization, and tables and crosstabs. This course is tool-centric meaning that exercises are not based on any specific Infor product. Business analysts and report specialists will find the more detailed course, Birst: Foundation for Analysts, a better match. Previous course name/code: Birst: Professional Overview / 99_0920000_IEN0079_BBI.Course Agenda:Birst: Course Description for Using Dashboards and Visualizer 08 Hours Customers,Partners,Employees
Birst: Foundation for Analysts 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: Foundation for Business Users / 01_0920740_IEN0092_BBICourse Agenda:Birst: Course Description for Foundation for Analysts 16 Hours Employees,Customers,Partners
Birst: Partner Demo Day Join us for an awareness session dedicated to (ERP focused) partners, focused on enhancing your expertise on Data & Analytics and delivering the value of embedded analytics within business processes.  The agenda will engage in detailed sessions covering Infor's strategic approach to data & analytics, an in-depth look at Birst's unique positioning and competitive differentiators, and hands-on exercises aimed at identifying and qualifying prospects. We'll culminate with breakout sessions dedicated to industry-specific analytics within the CloudSuite portfolio (based on registrations), customer use cases, and partner enablement discussions. Don't miss this opportunity to expand your knowledge, network with professional, and chart the next steps towards success in the Data & Analytics field. So please come prepared with your prospect cases to interactively create a roadmap to sales success and equipping you with the knowledge to make a greater impact in your respective industries. 08 Hours Partners,Employees

Self-directed Learning (SDL)

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Course Name Course Description Course Duration Course Audience
Birst: Foundation for Administrators - Self-directed Learning This course covers Birst Enterprise space creation and administration. This training is for Birst version 7.5 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 - Administrator / 99_0920000_IEN0048_BBI. Prerequisite courses: Recommended but not required-Birst: CloudSuite Analytics Modeler Administration Overview (01_0920740_EEN0093_BBI); Recommended but not required-Birst: Introduction and Overview (11_0920000_EEN0001_BBI).  This course includes a workbook, demonstrations, reference materials, and social collaboration.

https://education.infor.com/forum/01-0920740-CEN0082-BBI
16 Hours Customers,Partners,Employees
Birst: Using Dashboards and Visualizer - Self-directed Learning This course covers the Birst Dashboards and Visualizer tools, including an overview for users who consume and interact with existing dashboards and reports, and personalize existing reports for private use. This training is for Birst version 7 and all previous versions and is intended for functional end users and super users. Topics include: dashboards overview and end user functionality, Visualizer overview, changing chart types, customization, and tables and crosstabs. This course is tool-centric meaning that exercises are not based on any specific Infor product. Business analysts and report specialists will find the more detailed course, Birst: Foundation for Analysts, a better match. Previous course name/code: Birst: Professional Overview / 99_0920000_IEN0079_BBI. Prerequisite course: Recommended but not required – Birst: Introduction and Overview (11_0920000_EEN0001_BBI). This course includes a workbook, demonstrations, reference materials, and social collaboration. 08 Hours Employees,Customers,Partners
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.  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: Foundation for Business Users / 01_0920740_IEN0092_BBI. Prerequisite courses: Recommended but not required – Birst: Introduction and Overview (11_0920000_EEN0001_BBI); Recommended but not required – Birst: Foundation for Administrators (01_0920740_IEN0082_BBI).  This course includes a workbook, demonstrations, reference materials, and social collaboration.

https://education.infor.com/forum/01-0920760-CEN0103-BBI
16 Hours Partners,Employees,Customers

eLearning

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Course Name Course Description Course Duration Course Audience
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 Customers,Partners,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,Employees,Customers
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 Customers,Partners,Employees
Infor: Configuring Infor Analytics for Financials & Supply Management  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,Employees,Customers
Infor: Configuring Infor 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 Employees,Customers,Partners
Infor: Configuring Infor Analytics for HR Talent - Data Lake to Birst This course covers the process of publishing data from Infor Data Lake to Infor Birst, tips and tricks to minimize issues, and best practices. 01 Hours Customers,Partners,Employees
Birst: Dashboards Overview This course provides a high-level overview of Infor Birst dashboards. 0.25 Hours Partners,Employees,Customers
Birst: End User Dashboard Features This course provides a high-level overview of Infor Birst end user dashboard features. 0.25 Hours Employees,Customers,Partners
Birst: Dashboard Toolbar Features This course provides a high-level overview of Infor Birst dashboard toolbar features. 0.25 Hours Customers,Partners,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,Employees,Customers
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 Customers,Partners,Employees
Infor: Demonstrating CloudSuite Analytics A presentation on how and what to show when demoing CloudSuite Analytics to customers and prospects. 0.5 Hours Partners,Employees
Infor: Selling Analytics This course walks you through how to talk to customers and prospects about Analytics and Birst. 0.5 Hours Employees,Partners
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. 0.5 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 0.5 Hours Employees,Partners,Customers
Birst: v2022.10 RT What's New What's New in Birst 2022.10 0.75 Hours Employees,Pre-Infor,Partners,Customers
Birst: v2023.02 RT What's New Birst: v2023.02 RT What's New 0.5 Hours Partners,Customers,Employees
Birst: v2023.04 RT What's New Birst: v2023.04 RT What's New 0.5 Hours Employees,Partners,Customers
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 Customers,Employees,Partners
Birst: Exploring Pixel-perfect Reporting with Designer 2.0 Have you explored the new Designer UI in Infor Birst v7.6 (HTML5)? During this training webinar, learn the basics of report building and how to customize report elements to perfectly fit your business needs. Set up automated schedules to share real-time business reports with your internal and external stakeholders. Learn the different possibilities when overriding automatic mode: Add groups for multiple aggregations Move report elements Format report elements Not only will you learn how to build a basic report, but see how to build pixel-perfect reports, with full control of all elements on your canvas. This webinar is intended for analysts and other users interested in seeing the technical reporting capabilities. If you're interested in learning more, check out the Birst: Foundation for Analysts course (01_0920760_IEN0103_BBI). 01 Hours Employees,Partners,Customers
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
Infor: Overview of Infor Analytics This course provides an overview of Infor Analytics and delivered content. Topics include an overview of Infor Analytics, the different options, delivered content, implementing Infor Analytics, the high-level architecture and overall process, and after provisioning. 01 Hours Customers,Partners,Employees
Birst: Exam Guide for Birst-340-0323 Birst Analyst Associate This exam guide outlines the target audience, exam details, registration information, related training/documentation and objectives for this exam. 0 Hours Employees,Customers,Partners
Birst: Introduction and Overview This is a 3 part video series that discusses an overview of BI, the history of Birst, and shows basic data modeling through the Birst Application. 1.5 Hours Customers,Employees,Partners
Birst: Advanced Presentation Layer - Introduction Prior to taking any further courses in the Advanced Presentation Layer path, please complete this exercise. The space built in this exercise will serve as your base space in future courses. 01 Hours Customers,Partners,Employees
Birst: Advanced Presentation Layer - Dashboard Design Principles This course discusses best practices for designing your Birst Dashboards. 01 Hours Partners,Employees,Customers
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,Employees,Customers
Birst: Advanced Presentation Layer - All About Filters This course discussed applying Global and Parent/Child filters to a Birst Dashboard 01 Hours Customers,Employees,Partners
Birst: Advanced Presentation Layer - Creating Reports with Visualizer This course will explore more advanced reporting features in the Visualizer module. 01 Hours Employees,Customers,Partners
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 Customers,Partners,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 Employees,Partners,Customers
Birst: Customizing a Table Course description is not available Course duration is not available Customers,Partners,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. Course duration is not available 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. Course duration is not available Partners,Employees,Customers

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