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 Customers,Employees,Partners
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 Customers,Employees,Partners
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 Customers,Employees,Partners

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.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 Customers,Employees,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. 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 Customers,Employees,Partners
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 Customers,Employees,Partners
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 Customers,Employees,Partners

eLearning

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Course Name Course Description Course Duration Course Audience
Infor Birst: Using Intelligent Analytics Using Intelligent Analytics delivered in the 2026.04 release. This course introduces the Visualization Builder and Search with AI to reduce reliance on complex queries, improve analytics discoverability, and accelerate insight delivery. 0.12 Hours Customers,Employees,Partners
Birst: Introducing Analytics Widget with AI This session will introduce you to the enhancements in the Analytics Widget, available in 2026.04 0.12 Hours Employees,Partners
Birst: Introducing New Enhancements Introducing new enhancements for BIRST delivered in the 2026.04. release. 0.25 Hours Employees,Partners
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 Employees,Partners,Customers
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 Employees,Partners,Customers
Birst: Using Visual Analytics Widget na 0.25 Hours Employees,Partners,Customers
Birst: Introducing New Enhancements This course will provide updates on the new enhancements available with the 2025.10 release of Birst. 0.25 Hours Employees,Partners,Customers
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 Customers,Employees,Partners
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 Customers,Employees,Partners
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 Customers,Employees,Partners
Birst: v2024.10 RT Introducing New Enhancements This course provides a high-level overview of enhancements delivered in the release. 0.25 Hours Customers,Employees,Partners
Birst: v2022.10 RT What's New What's New in Birst 2022.10 0.75 Hours Customers,Employees,Partners
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 Customers,Employees,Partners
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 Customers,Employees,Partners
Birst: v2024.04 RT Introducing New Enhancements 2024.04 New Enhancements 0.25 Hours Customers,Employees,Partners
Birst: v2023.10 RT Introducing New Enhancements Learn what's new with the Birst 2023.10 release. 0.25 Hours Customers,Employees,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,Employees,Partners
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 - Navigating Dashboards This course explores more advanced navigation features in Birst Dashboards. 01 Hours Customers,Employees,Partners
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 Customers,Employees,Partners
Birst: Advanced Presentation Layer - Dashboard Design Principles This course discusses best practices for designing your Birst Dashboards. 01 Hours Customers,Employees,Partners
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 Customers,Employees,Partners
Infor: Selling Analytics This course walks you through how to talk to customers and prospects about Analytics and Birst. 0.50 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. 0.50 Hours Employees,Partners
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 Customers,Employees,Partners
Infor: Demonstrating CloudSuite Analytics A presentation on how and what to show when demoing CloudSuite Analytics to customers and prospects. 0.50 Hours Employees,Partners
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,Employees,Partners
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 Customers,Employees,Partners
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,Employees,Partners
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 Employees,Partners
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 Customers,Employees,Partners
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 Customers,Employees,Partners
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 Customers,Employees,Partners
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 Customers,Employees,Partners
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 Customers,Employees,Partners
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 Customers,Employees,Partners
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: 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,Employees,Partners
Birst: End User Dashboard Features This course provides a high-level overview of Infor Birst end user dashboard features. 0.25 Hours Customers,Employees,Partners
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 Customers,Employees,Partners
Birst: Dashboard Toolbar Features This course provides a high-level overview of Infor Birst dashboard toolbar features. 0.25 Hours Customers,Employees,Partners
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 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 Customers,Employees,Partners
Birst: Dashboards Overview This course provides a high-level overview of Infor Birst dashboards. 0.25 Hours Customers,Employees,Partners
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 Customers,Employees,Partners
Birst: v2023.04 RT What's New Birst: v2023.04 RT What's New 0.50 Hours Customers,Employees,Partners
Birst: v2022.02 RT What's New Birst: v2022.02 RT What's New 30 Hours Customers,Employees,Partners
Birst: v2022.06 RT What's New Birst: v2022.06 RT What's New 0.50 Hours Customers,Employees,Partners
Birst: v2023.02 RT What's New Birst: v2023.02 RT What's New 0.50 Hours Customers,Employees,Partners

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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