• Publish date: August 31, 2021

  • Last update: March 31, 2023

About this course

Infor Q&A 12 Advanced

  • Building upon the foundation in IQA-5 Infor Q&A 12 Basics, this course enables you to dive deep into the advanced functionalities to explore the more powerful capabilities of Infor Q&A for data analysis and reporting.

  • After completing the IQA-6 course, you can confidently craft reports using the Report Designer, seamlessly import data into SunSystems Cloud through Data Send, leverage the power of drill-down for deeper insights, and unlock the efficiency of calculation macros.

Who should take this course?

Any member of the finance or accounting team

This course involves manoeuvring around Report Designers along with several other key features in Infor Q&A to create reports that match your specific needs. This IQA-6 course is ideal for practically any member of the finance or accounting team looking to enhance their efficiency. Whether you are a general accountant or a financial controller, this comprehensive course is designed to benefit professionals at all levels.

(Completing additional IQA courses might be a prerequisite for enrolling in this course)

Why take this course?

To take full advantage of Infor Q&A—a useful utility tool that extracts, analyses, and visualises data for well-informed decision-making—the IQA-6 course is essential.

  • In today's data-driven business landscape, the ability to harness the power of data is paramount for professionals across all levels. Leveraging Infor Q&A can enable you to take full advantage of the data at your fingertips, generate insightful reports, and much more.

  • Its Drill Down feature allows you to drill down to any amount to reveal its composition. It offers options like Summary Drill Down and Transaction Drill Down, which further enable you to analyse and display data in a more granular manner.

  • Infor Q&A's report designer empowers you to customise reports according to your unique requirements. You can easily design and format reports, define data hierarchies, apply filters, and incorporate calculations. This level of customisation enables you to create tailored reports that align with your organisation's specific needs, saving time and effort in the reporting process.

  • By mastering these Infor Q&A's advanced features, you can harness the full potential of your existing data sources, whether they reside in Infor systems or other databases. This not only saves resources but also ensures that you can generate valuable insights from the data you have accumulated over time.

Course curriculum

    1. Welcome

    2. Lesson Note

    1. Introduction

    2. Create a simple report using Report Designer

    3. Design and Format a report

    4. Handout

    5. Learning check

    1. Introduction

    2. Data Send Templates

    3. Create a Data Send

    4. Use the Data Send Analysis Codes template

    5. Use the Data Send Chart of Accounts template

    6. Handout

    7. Learning check

    1. Introduction

    2. Sample Reports to practice

    3. Summary Drilldown

    4. Transaction Drilldown

    5. Breakout

    6. Expand

    7. Drill Path Manager

    8. Handout

    9. Learning Check

    1. Introduction

    2. Create and use a macro to recalculate a worksheet

    3. Create and use a macro to send data to SunSystems

    4. Handout

    5. Learning Check

    1. Course Summary

    2. Download: Course Summary

    3. Summary & What's next?

    4. Help Us Improve Your Learning Experience

About this course

  • 32 lessons
  • 1 hour of video content
  • 8 hours to complete
  • Published: August 31, 2021
  • Updated: March 31, 2023

Available languages

English

Welcome to the Infor Q&A 12 course, in which you will master advanced skills in report design, data import via Data Send, drilldowns, and macros!

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