Data Retrieval and Analysis

Audience: This course is intended for consultants who configure generic inquiries in Acumatica ERP.

Acumatica ERP Experience Required: at least one year

Who Should Attend (relationship to Acumatica):

• Partners who configure reports and custom generic inquiries for customers.
• Professionals who want to learn Acumatica ERP

Acumatica ERP version: 2021 R1

Training Description: This end-user course introduces the functionality of the Acumatica ERP data retrieval tools such as generic inquiries, advanced filters, pivot tables, and dashboards. The course is based on a set of examples demonstrating data retrieval and processing to form data representations. The course is intended for advanced Acumatica ERP users who are familiar with the user interface and main principles of the system. On completing the course, you will have an understanding of how to use Acumatica ERP to retrieve data and manage it.

Training Syllabus: The program is covered over three days as follows:

• Day 1: Managing Generic Inquiries. In this session, you will learn how to inspect UI elements to find the underlying data fields and how to make a copy of an existing generic inquiry. You will learn how to modify an existing generic inquiry by hiding or revealing columns, adding a data field to the results, changing the caption of a column, specifying the default navigation setting of a column in the inquiry results, adding a quick filter to the inquiry results, including deleted records in the inquiry results, and selecting the table to which files and notes will be attached. You will also learn how to modify an existing generic inquiry by grouping the inquiry output, by aggregating the inquiry output, and by adding a default sort order for the inquiry output. Moreover, you will learn how to add a Selection area with parameters so that users of the generic inquiry form can view the most relevant data for their current information needs, specify conditions to limit the listed data by default and how to modify an existing generic inquiry by using formulas.
• Day 2: Managing Generic Inquiries. In this session, you will learn how to specify different navigation options from generic inquiries to make the user's work easier, how to substitute an inquiry form for a data entry form. You will learn how to export and import a generic inquiry form as an XML file, how to export a generic inquiry form as an RPX file, and how to export inquiry results to an XLS file. Also, you will learn how to prepare to create an inquiry, create a simple inquiry with one table, publish an inquiry. Moreover, you will learn how to retrieve data from multiple related data access classes and how to expose a generic inquiry form by using OData.
• Day 3: Managing Advanced Filters, Pivot Tables, and Dashboards. In this session, you will learn how to access an exposed generic inquiry through Microsoft Excel and how to configure cross-origin resource sharing (CORS) to access an exposed inquiry through client-side web applications, how to set up access rights to generic inquiries, and how to create, share, modify, delete advanced filters and create personal filters based on shared filters. You will also learn how to configure a pivot table as a separate form and make it available to other users, modify the generic inquiry that is used as the basis for a pivot table while you are configuring the table and configure a pivot table as a filter tab on an inquiry form and share it with other users. Moreover, you will learn how to design a dashboard and manage access rights for the viewing, configuration, and personalization of dashboards.

Partner Certification: This class is based on the materials of the S130 Data Retrieval and Analysis course, which is part of the Technical Specialist badge. Completion of this class does not give you an automatic completion of the related course at Partner University; you will still need to complete the exam at Partner University.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

• Tue, Sep 21, 2021 10:00 AM - 12:00 PM PT
• Wed, Sep 22, 2021 10:00 AM - 12:00 PM PT
• Thu, Sep 23, 2021 10:00 AM - 12:00 PM PT

Registration URL: https://webinar.ringcentral.com/webinar/register/3816298331271/WN_zxga7hiLSXa_U8sJKPyIKw*

*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.

Instructor: Cesar Betances

In the role of Development Support Engineer, Cesar Betances helps partners and customers with the development of their Customization Project on the Acumatica framework.

In his time working for Acumatica, Cesar has developed many Customization Projects for partners in the past and now helps them develop their own.

Prior to joining Acumatica Cesar was part of multiple software development projects including web applications and mobile applications for small, mid-size and large clients based in the United States, Latin America, and Europe.

Mr. Betances holds a bachelor's degree in systems engineering from the Instituto Tecnologico de Santo Domingo and a Master of Science in Information Technology degree from the Rochester Institute of Technology in New York.

Prerequisites­

You should complete the A150 Getting Started with Acumatica ERP course and be familiar with the basic and advanced business processes that can be performed in Acumatica ERP.

Advance Preparations

None.  Attendees will be provided with a cloud instance and tenant for training purposes.

Training Materials Please download the following training materials that you will need for the training: Data Retrieval and Analysis.pdf

Continuing Professional Education

• Program knowledge level: Intermediate
• Delivery method: Group Internet based program*
• NASBA field of study: Computer Software & Applications
• Maximum number of CPE credits that may be earned by the participant: 6

Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.

* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.

National Registry Statement Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.