Services

PROPHIX Academy

Education is an integral part of Prophix's overall implementation framework. Ensuring superior knowledge transfer to facilitate client ownership over the financial process is paramount to ensuring your long-term success.

For scheduling and registration information please contact the PROPHIX Academy: academy@prophix.com.

PROPHIX 10: Administrator Training Agenda

Course Objective: PROPHIX Administrator is a three (3) day course. The course objective is to demonstrate and teach all administrative and end-user functionality of Prophix. The course is designed to be entirely interactive with every function of Prophix having a hands-on component. Any person completing this course and retaining the knowledge will be a PROPHIX Administrator.

Delivery Method:

Group-Live

Prerequisite:

No prerequisite or advance preparation required.

Pre-course readings:

  • PROPHIX 10 User Manual
  • PROPHIX 10 Architecture Overview

Course Level: Basic

24 CPE Credits

DAY 1:

Introduction and Overview

1) New Model Wizard:

  • Creating and defining cubes
  • Shared/private dimensions
  • Time Definitions
  • Parent-Child vs. Level-based dimensions

2) Model Manager

  • Adding/deleting dimension members
  • Creating named sets
  • Member properties
  • Creating calculated versions
  • Account formulas and attributes
  • Cross-dimensional calculations via MDX

3) Data Connectors

  • Creating connections to ODBC/SQL/text sources
  • Creating relational data views

4) Process Manager

  • Importing dimensions
  • Importing data
  • Processing cubes
  • Data transformation processes
  • Allocations

5) Document Explorer navigation

6) Practice and reinforcement of learning concepts

DAY 2

1) OLAP data analysis:

  • OLAP navigation
  • Understanding dynamic members
  • Creating data views

2) Template Designer:

  • Formatting budgeting templates and reports
  • Charting
  • Dimensional groupings
  • Read/Write templates

3) Report Binders:

  • Importing Word/Excel documents
  • Creating report binders
  • Report distribution

4) Practice and reinforcement of learning concepts

DAY 3

1) Security Manager:

  • Creating groups/roles
  • Assigning read/write access to data cubes

2) Workflow Manager:

  • Workflow explained
  • Creating workflow projects, activities & tasks
  • Workflow process exercise

3) Installation and database configuration

4) PROPHIX Administration Console:

  • Creating OLAP Connection
  • Setting Admin users
  • Process Manager Service
  • Email settings
  • Import share setting

5) Practice and reinforcement of learning concepts

CPEProphix Software is registered with 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417