Reports and Analytics - Comprehensive Course (Self Study)
Course Overview:
The MetricStream Platform Report and Chart builder enables users to build their own reports and chart visualizations. Reports and Charts are a mechanism for gathering and analyzing data and trends. They provide an insight into the transactional data.
Level |
Intermediate |
Content |
22 Hours |
Practice |
6 Hours |
Q&A with MSU |
2 Hours |
Pre-Requisites |
Practical Knowledge in SQL, PL/SQL, Data Modelling, Java, JavaScript, Basic Product Features and Functionality |
Certification Awarded* |
MetricStream Certified Reports & Analytics Specialist |
Learning Objectives:
At the end of the training, resources will be able to understand:
- How to perform basic application setup
- How to Create and Manage Infolets
- How to Create and Manage Reports and Charts on the MetricStream Application
- How to Create and Manage Infocenters
- How to Create and Manage 3rd party Reports (Libre/Open Office, Jasper)
- Generate reports in other formats like word, excel, pdf etc.
- Understand the basic data model
*(Training will cover how to develop reports and charts of all apps, so it is app neutral)
Practice Instance:
Once you start the course, please reach out to MSU at [email protected] to get a practice instance allocated.
Facetime with Instructor:
Upon completion of course content and sufficient practice, reach out to your MSU instructor for your 4 hr Q&A session to clarify and address any open questions.
Certification (Optional):
To be certified, you need to score a minimum of 75% on both the objective and practical assessment. You are allowed a maximum of 2 attempts to pass the certification tests. Please reach out to the instructor once you are ready for assessment. The maximum duration allowed for appearing for assessment is 2 weeks from the course assignment date.
Course content
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Lesson Platform Org Setup - MDOS
Platform MDOS Org Set Up
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Lesson Packages
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Lesson Roles - MDOS
Create and Manage Role, Activities and Objects
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Lesson Introduction to Infocenter
Create and Manage Infocenter, Infoport and Infocenter Link
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Lesson User Management - MDOS
Create and Manage Users
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Lesson Config Param, LOV's, Data Tables
Create and Manage Developer Entities like, Data Table , LOV
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Lesson Task Management
Understand and Manage the Tasks
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Lesson SMC
Understand how to monitor different aspects of System's Health
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Lesson Data Upload
understand Dataupload and learn how to upload data using templates
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Lesson Overview of Infolets
What are Infolets, What are the different features of infolet, what are the idfferent kinds of infolets that can be created.
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Lesson Creating Infolets
How to create infolets groups and infolets.
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Lesson Types of Infolets
Learn to create and Manage Stored Procedure Based Infolet , Java Class Infolet, Scheduled Infolet and Structured Infolet
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Lesson Advanced Features of the Infolet
Manage Parameter, Profile Parameter , Filters in Infolet and Create Copy of an Infolet, Infolet Debugging
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Lesson Introduction to Reports
Understand MSI Report Builder, Report Builder wizard and how to create a Report.
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Lesson Types of Reports
Learn to create other types of Reports
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Lesson Report Settings
Understand Report Settings like Apply color condition. Manage Output and Export Settings
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Lesson Advanced Report Settings
Understand advanced report settings like adding Drill Down Reports, Metric Card and Report APIs
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Lesson Data Universe & Self Service Reporting (Update)
Setup a data universe of the related objects and create reports using the data universe. This is a new feature released in Euphrates version.
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Lesson Overview of Charts
Overview of Charts
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Lesson Charts and Dashboards
Create Charts and Dashboards
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Lesson Report & Chart Use case
Use case on Reports and Charts
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Lesson Hands on Activities
Activities on Infolets, Reports and Charts
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Lesson Management Reports
Learn to create reports in different formats such as word, excel, pdf etc. using 3rd party reporting tools such as Jasper and Libre/Open Office
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Lesson Assessment and Certification
Thank you for completing this Course. Kindly reach out to your instructor at [email protected] for the certification assessments