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 MSU[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 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...

Course content

Lesson Introduction to M7 Platform

Introduction to the Course, Overview of M7 Platform, Platform Navigation & Features
- Introduction (25 minutes)
- Platform Navigation and Features (25 minutes)
Lesson Platform Org Setup - MDOS

Platform MDOS Org Set Up
- MDOS Overview (45 minutes)
- Platform MDOS Organization Levels & Organization Setup (20 minutes)
- Steps to setup MDOS (30 minutes)
Lesson Packages
- How to Create Packages (10 minutes)
- Package Import & Export (20 minutes)
- FAQ's
Lesson Roles - MDOS

Create and Manage Role, Activities and Objects
- Role Setup (12 minutes)
- Creating and Managing Roles (12 minutes)
- Roles Backend Table (8 minutes)
- FAQ's
Lesson Introduction to Infocenter

Create and Manage Infocenter, Infoport and Infocenter Link
- Infocenter Setup (10 minutes)
- Create and Manage Infocenter (22 minutes)
- FAQ's
Lesson User Management - MDOS

Create and Manage Users
- Introduction to User Management (8 minutes)
- Create and Manage Users (25 minutes)
- User Backend Tables (8 minutes)
Lesson Config Param, LOV's, Data Tables

Create and Manage Developer Entities like, Data Table , LOV
- Configuration Parameter (8 minutes)
- LOV (10 minutes)
- Data Table (20 minutes)
- Configuration Parameter Backend Tables (5 minutes)
- LOV Backend Tables (3 minutes)
- Data Table backend tables (5 minutes)
- FAQ's
Lesson Task Management

Understand and Manage the Tasks
- Task Reassignment (5 minutes)
- Bulk Reassignment (15 minutes)
- Unlock Task (5 minutes)
- FAQ's
Lesson SMC

Understand how to monitor different aspects of System's Health
- Introduction to SMC (3 minutes)
- Users (5 minutes)
- Forms and Reports (3 minutes)
- Infolets (2 minutes)
- Database (6 minutes)
- SMC Reports (60 minutes)
Lesson Data Upload

understand Dataupload and learn how to upload data using templates
- Introduction to Data Upload (15 minutes)
- Data Upload Demo - Platform Entities (25 minutes)
- Data Upload - Control (GRC) (25 minutes)
- UseCase (30 minutes)
- Usecase
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.
- Introduction to Infolet (25 minutes)
Lesson Creating Infolets

How to create infolets groups and infolets.
- Infolet Group (6 minutes)
- MetricStream Data Source (12 minutes)
- Create Infolet (15 minutes)
- Infolet Group Mandate (10 minutes)
- Infolet Parameter (16 minutes)
- Infolet Parameter Types and Options (22 minutes)
- Profile Parameter (14 minutes)
- FAQ's
Lesson Types of Infolets

Learn to create and Manage Stored Procedure Based Infolet , Java Class Infolet, Scheduled Infolet and Structured Infolet
- Types of Infolet (12 minutes)
- Stored Procedure Infolet (18 minutes)
- Java Class Infolet (10 minutes)
- Structured Infolet (10 minutes)
Lesson Advanced Features of the Infolet

Manage Parameter, Profile Parameter , Filters in Infolet and Create Copy of an Infolet, Infolet Debugging
- Infolet Filters (10 minutes)
- Scheduled Infolet (12 minutes)
- Infolet History (10 minutes)
- Copy Infolet (3 minutes)
- Infolet Backend Tables (15 minutes)
- Infolet Debugging (30 minutes)
Lesson Introduction to Reports

Understand MSI Report Builder, Report Builder wizard and how to create a Report.
- Introduction to Report Builder (18 minutes)
- Report Building (10 minutes)
- Data Setup and Filters (12 minutes)
- FAQ's
Lesson Types of Reports

Learn to create other types of Reports
- Group Report (10 minutes)
- CrossTab Report (5 minutes)
Lesson Report Settings

Understand Report Settings like Apply color condition. Manage Output and Export Settings
- Color Condition (15 minutes)
- Output Settings (12 minutes)
- Export Settings (30 minutes)
Lesson Advanced Report Settings

Understand advanced report settings like adding Drill Down Reports, Metric Card and Report APIs
- Metric Card (20 minutes)
- Drill Down Report (18 minutes)
- Report APIs (15 minutes)
- Report Backend Tables (10 minutes)
- Report Debugging (32 minutes)
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.
- Data Universe (32 minutes)
- Introduction to Self Service Reporting (10 minutes)
- Self Service Reporting Demo (15 minutes)
- Advanced Edit Options (30 minutes)
- Adding Drill Down (10 minutes)
- Adding Aggregations (8 minutes)
Lesson Overview of Charts

Overview of Charts
- Chart Overview (6 minutes)
Lesson Charts and Dashboards

Create Charts and Dashboards
- Chart Creation (30 minutes)
- Chart and Dashboard (85 minutes)
- Chart Backend Tables (5 minutes)
- Chart & Dashboard Debugging (8 minutes)
- FAQ's
Lesson Report & Chart Use case

Use case on Reports and Charts
- Reports and Charts Use cases (30 minutes)
Lesson Hands on Activities

Activities on Infolets, Reports and Charts
- Infolet
- Reports Practice
- Charts and Dashboard Practice
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
- Open Office Report (32 minutes)
- Jasper Report (15 minutes)
Lesson Assessment and Certification

Thank you for completing this Course. Kindly reach out to your instructor at [email protected] for the certification assessments
- Certification