Training Course List 2020

Table of Contents

  1. Booking & Running Courses

  2. Reporting Overview

  3. Excelerator 1

  4. Excelerator 2

  5. XtraReports 1

  6. Reports on the U4BW Server

  7. ReSQL

  8. Excelerator 3

  9. XtraReports 2

  10. Courses Which We Are Looking to Develop

1.  Booking & Running Courses

All courses in this booklet can be run:

  • As standard classroom-styled training, on the customer site.

  • Remotely, run via software such as Skype. 

    • When run remotely, these courses are usually best when broken up into smaller chunks, such as several half days.

  • We will be running public remote courses at regular intervals. Please email our contact below for the next dates of your preferred courses.

Following on from these courses, customers often value on-going support/workshops, as the learning is being implemented and consolidated.  These can also be remote or on-site depending on your specific needs.

 

To book any of these courses, or for any enquiries, please contact us.

 

Please Remember

Every effort has been made to supply complete and accurate information, however the information in this document is subject to change and update without notice. Tech4 Consulting Limited assumes no responsibility for any errors that may occur in this documentation.

Microsoft ® Excel, Windows ® and Microsoft ® SQL Server ™ are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other brand names, product names and company logos are trademarks or registered trademarks of their respective owners.

This document contains information that is proprietary to, and considered a trade secret of, Tech4 Consulting Limited. Reproduction of this documentation for any purposes is prohibited without the prior express written authorisation of Tech4 Consulting Limited. All rights reserved.

 

 

2. Reporting Overview

This is our entry-level report training course, where we are learning the available routes to viewing and manipulating data from your system.

1.Reporting Overview

  • Screens

  • Report Engine

  • Server Reports

  • Client Reports

  • Choosing between Excelerator and XtraReports

1.Simple and Setup Enquiries

  • Simple Enquiries

  • Shortcuts

  • Setup Enquiries

2.Balance Table Enquiries

  • Setup

  • Results

3.Browser

  • Differing Tabs

  • Saving Templates

4.Web Reporting

5.Graphical Representation

6.Excelerator

7.XtraReports

8.Worderator

Reporting Overview

Delivered as a workshop.

Pre-Requisites & Next Steps

Pre-Requisites

Before starting this course, you should have an understanding of, or a competence in:

  • Unit4 ERP Basics

  • Financials

The course is designed for new members of staff, super users, advanced users, end users, and enquiry users, and you should be familiar with using and working in a Microsoft Windows environment.

 

Next Steps

A natural progression from this course, would be:

  • Excelerator 1

  • Excelerator 2

  • XtraReports 1

  • Reports on the U4BW Server

  • ReSQL (Report Studio)

  • Excelerator 3

  • XtraReports 2

 

 

3. Excelerator 1

This is our simplest report-writing training course, where we are learning to control the data on the ‘page’.  You will need to know a fair amount about U4 ERP and to have good understanding of the basics of reporting to get the most out of this course.  In order to keep the focus of the course on Excelerator commands, we only use Browser data.  Any delegate must remember that ReSQL can also be used to assemble datasets – but that is a more advanced level.

1.An overview of Excelerator

  • Understanding the basics of Excelerator and where it fits into the reporting family.

  • When to choose Excelerator or XtraReports/ARC

  • About balance tables

  • Report DATA

  • About the Excelerator menu in Excel

  • Workbook Structures

  • Finding help

2.Reports based on Browser Templates

  • The Reporting Button

  • Exporting using the Excelerator Ribbon

3.Simple report commands

  • First keywords

  • Excelerator keywords

  • Augmenting a simple Excelerator report

  • Reporting attributes

4.Formatting your Report

  • Keywords to format your report

  • Source formatting keywords

  • COLUMN formatting

  • DataRow formatting

5.Selecting Data

  • Browser SearchC vs Excelerator

  • Excelerator data selection parameters

  • CODE

  • SUMMARY keyword

  • CROSSTAB and GROUP keywords

  • Importing Excelerator onto the Browser

Excelerator 1

One day.

Pre-Requisites & Next Steps

Note this course uses Browser templates, which automatically contain Data Control.  Browser templates are not the only way of writing reports.

Pre-Requisites

Before starting this course, you should have an understanding of, or a competence in:

  • Unit4 ERP Basics

  • Financials

  • Browser

  • Balance Tables

The course is designed for super users, advanced users, end users, and enquiry users, and you should be familiar with using and working in a Microsoft Windows environment.

 

Next Steps

A natural progression from this course, would be:

  • Excelerator 2

  • Reports on the U4BW Server

  • ReSQL (Report Studio)

  • Excelerator 3

 

 

 

4. Excelerator 2

Following on from Excelerator 1, in this course you build upon those foundations and learn how to control the structure of the ‘page’.  The reports which you begin to create will be highly recognisable as reports that companies use day in, day out.  In addition, you learn how to generate separate tabs for values from the dataset, followed by a brief introduction to PostBack.

 

1.Using Subtotals in reports

  • Subtotalling keywords

  • Simple Subtotal Reports

  • DATAROW

  • Multi-layered Subtotal Reports

  • Additional keywords

  • Multiple queries on a single tab

2.Splitting reports into tabs

  • BREAK for Separate Tabs

  • SHEET Template Reports

  • ReSQL & U4BW Attributes

  • EXCEL List

  • GROUP Template SHEETs

3.Introduction to PostBack

 

Excelerator 2

One day.

Pre-Requisites & Next Steps

Note this course uses Browser templates, which automatically contain Data Control.  Browser templates are not the only way of writing reports.

Pre-Requisites

Before starting this course, you should have an understanding of, or a competence in:

  • Unit4 ERP Basics

  • Financials

  • Browser

  • Balance Tables

You should also have completed:

  • Excelerator 1

The course is designed for super users, advanced users, end users, and enquiry users, and you should be familiar with using and working in a Microsoft Windows environment.

 

Next Steps

A natural progression from this course, would be:

  • Reports on the U4 ERP Server

  • ReSQL (Report Studio)

  • Excelerator 3

 

 

 

5. XtraReports 1

Some people might class Xtra as the replacement for ARC reports.  It is certainly a 64-bit report renderer, which ARC is not, however you also get more functionality and security with Xtra. 

Xtra is used where you have a requirement to produce a subtotalled, paginated list, with page-layout being of great importance.  This is what most companies would use for Statements, BACS Remittances, Pay Slips, etc.  Additionally, this renderer is sometimes referred to as DevExpress.

 

1.What is XtraReports?

2.Using a Standard Report

  • Process and report names

  • Viewing run reports

  • Report processes

  • Diagram of report process

  • Creating a default report

3.Formatting the report

  • Making the report yours

  • Repeating the Report Run

  • Data Set

  • XtraReports toolbars and panes

  • Further details

  • Amending the report

  • Important structural note

4.Report improvements

  • Adding subtotals

  • Inserting current date

  • Adding page numbering

  • Adding a box

  • Using a cross-band box

  • Having multiple bands in a group

 

XtraReports 1

One day.

Pre-Requisites & Next Steps

Note this course uses Browser templates, which automatically contain Data Control.  Browser templates are not the only way of writing reports.

Pre-Requisites

Before starting this course, you should have an understanding of, or a competence in:

  • Unit4 ERP Basics

  • Financials

  • Browser

  • Balance Tables

You may also find is advantageous, to have completed:

  • Excelerator 1

  • Excelerator 2

The course is designed for super users, advanced users, end users, and enquiry users, and you should be familiar with using and working in a Microsoft Windows environment.

 

Next Steps

A natural progression from this course, would be:

  • Reports on the U4 ERP Server

  • ReSQL (Report Studio)

 

 

6. Reports on the U4BW Server

Unit4 recommend that all reports should ultimately be run via the server.  This allows the report to be run in a much more secure setting and also ensures that the person who needs to read the results of the report, does not need to be a fully privileged user of Report Engine.  (To be a fully privileged user, you must be given access to the Report Engine node, via U4 ERP, and have Report Engine installed ‘locally’.) 

This course covers both desktop and web server reports, and also includes a solid introduction to using split parameters, which allow you to split, move, store, and email the report.

 

1.Reporting tools available

  • How Report Engine works with the database

  • Server Reports

  • Client Reports

  • Unit4 ERP Browser

  • Report Engine Programs

  • When to choose Excelerator or Xtra

2.The U4 ERP menu

  • Personal menu

  • Adding Parameters

  • Organising Folders

3.Splitting reports

  • Special parameters

4.Document Archive and E-mail

  • Document Archive

  • Report Variant

  • E-mail

5.Server Web Reporting

 

Reports on the U4 ERP Server

One day.

Pre-Requisites & Next Steps

Pre-Requisites

Before starting this course, you should have an understanding of, or a competence in:

  • Unit4 ERP Basics

  • Financials

  • Browser

  • Balance Tables

The course is designed for super users, advanced users, end users, and enquiry users, and you should be familiar with using and working in a Microsoft Windows environment.

 

Next Steps

A natural progression from this course, would be:

  • ReSQL (Report Studio)

  • Excelerator 3

 

 

7. ReSQL

ReSQL is the central point of all of the reporting courses – the point where you learn to have full control over the data in your reporting dataset.  In order to embrace the full power of ReSQL, the course begins by teaching (or revising, on the shorter course) the necessary parts of SQL.

ReSQL uses a combination of Report Engine commands, standard SQL and agr_macros.  In addition, you will learn further useful parts of the U4 ERP, which can aid report writing.

 

Note this course can be run as a standard over three days, or in a condensed version for existing SQL and users, in two days.

 

1.Introduction

  • ASQL

  • Report Studio

  • ReSQL and SQL

2.Running Simple SQL

3.Queries

  • SQL followed by ReSQL in Report Studio

  • SELECT statements

  • Aggregation & GROUP BY

  • HAVING

4.Know the Database

  • Overview

  • Standard Unit4 ERP Tables

  • Finding Columns

  • Navigating

  • Table Definitions

 

5.Unions & Joins

  • Union

  • Joins

  • Relation

  • Trees

6.Report Studio

  • Xtra

  • User Interface

  • Amending the ReSQL

  • Multiple SQL

  • .loop / .group / .addrow

  • U4BW Specific agr_macros

  • Report on a Screen

  • Temporary Tables in Report Studio

7.Database Views

  • View Balance Tables

  • Data Control

 

ReSQL

Three days (can be shortened to two days where there is a large amount of prior knowledge.)

Pre-Requisites & Next Steps

Pre-Requisites

Before starting this course, you should have an understanding of, or a competence in:

  • Excelerator 1

  • Excelerator 2

  • XtraReports

  • Reports on the U4 ERP Server

The course is designed for super users, advanced users, end users, and enquiry users, plus you should be familiar with using and working in a Microsoft Windows environment.

 

Next Steps

A natural progression from this course, would be:

  • Excelerator 3

  • Xtra Reports

 

 

 

8. Excelerator 3

This is currently the final course in the report development process.  It covers some of the powerful parts of ReSQL and Excelerator, which are sometimes overlooked.  Excel and Excelerator are powerful tools and this teaches you several key points to bring out the best of both of them.

If you do not know what the tools are in your toolbox, how can you make informed decisions about how to use them?

 

1.Totals with Hidden Rows

  • Revising vital keywords

  • Excelerator Absolute Cells

  • EBITDA

2.Single Row Queries

  • Header and Footer Information

  • When to use Single Row Queries

  • Parameters and the .set command

  • Use of the _control sheet with Report Engine 9

  • ReSQL Power Parameters

  • Deriving values

  • The power of the .set

3.Preparameters

  • Flexible Reporting/Load time changes

  • Identification of change need

  • Implementation of column changes

  • Combining Power Parameters and Pre-parameters

4.Dynamic Charts

  • Using your dataset

  • Setting the charting area

5.Expanding Screen Scrapes

  • How to connect your data

  • Choosing which data to add

 

Excelerator 3

One day.

Pre-Requisites & Next Steps

Pre-Requisites

Before starting this course, you should have an understanding of, or a competence in:

  • Excelerator 1

  • Excelerator 2

  • ReSQL

The course is designed for super users, advanced users, end users, and enquiry users, and you should be familiar with using and working in a Microsoft Windows environment.

 

Next Steps

A natural progression from this course, would be:

  • Workshops to fully embed and enhance the learning from this course.

 

 

9. XtraReports 2

Quite simply, if you already know all about reporting with U4BW and you can get Excelerator, etc. to spin on the spot, but you don’t know anything about ReSQL nor about how to get your reports into Report Engine 9–styled report, then this may well be the course for you. 

The course is workshop in its style and goes fairly fast - building upon the knowledge you already have.  You learn the key structures and keywords of ReSQL; how the database, dataset and tables work together to render the report; and you have the chance to migrate a report plus the chance to start to migrate one of your own.

Following on from this, some customers find it beneficial to book remote workshop days or half days, so that delegates have someone to ask, when all those questions start to pop up!

 

1.Advanced Formulae

  • Selecting Data

  • Setting Visible

2.Using Document Archive

  • Inserting an image from Document Archive

  • Selecting an Image from Document Archive

3.Expanding the Dataset

  • Using agr_macros

  • U4 ERP Address Formatting

  • Additional data

4.Sub-report

  • Adding Sub-reports

  • Connecting in Sub-reports

 

XtraReport 2

One day.

Pre-Requisites & Next Steps

Pre-Requisites

Before starting this course, you should have an understanding of, or a competence in:

  • XtraReports 1

  • ReSQL

The course is designed for super users, advanced users, end users, and enquiry users, and you should be familiar with using and working in a Microsoft Windows environment.

 

Next Steps

A natural progression from this course, would be:

  • Workshops to fully embed and enhance the learning from this course.

 

 

10. Courses Which We Are Looking to Develop

Worderator

  • Choosing Worderator or Mail Merge style

  • Using Word commands

  • Using the Worderator Dataset

  • Structuring

An Introduction to ACT

  • Creating an ACT project in Visual Studio

  • Deploying ACT to U4 ERP

  • ACT on existing TopGen screens (Web Client)

  • ACT on existing Server Process

Intermediate ACT

  • ACT on existing TopGen screens (Web Client), advanced features.

  • Creating new TopGen screens with ACT

  • Creating new Server Processes with ACT

  • ACT on Webservices

Interfacing with Unit4 ERP

  • Introduction to Unit4 ERP Interfaces

  • Interfacing with Unit4 ERP Webservices

  • Interfacing with Unit4 ERP Public APIs

 

If any of these courses interest you, please contact one of our team to join the list of course contacts.  The more people who ask for a certain course, the more quickly it will be developed!

To add your name to the interested list for any of these courses, or for any other enquiries, please get in touch at: contact@tech4consulting.com

 
 
 
 
 
 
 
 
 
 

© 20 by Tech4 Consulting Ltd. 

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