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Duration 5 Days 30 CPD hours This course is intended for This class is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It's also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential. Overview When you complete this course, you'll be able to: Set Up Products, Bundles, and Product Rules Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle Set Up Appropriate System Discounts and Pricing Methods Configure Dynamic Output Document Generation Manage Subscription Products (Including the Processes for Renewing and/or Amending Them) Formulate Sound Solutions to Common CPQ Business Requirements Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You?ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company. Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Rules Explore Additional Course Resources Review Exam Quick Facts Introduction to CPQ Understand the Business Case for CPQ Watch an End-to-End Solution Demo Build a Quote Object Model Foundations Get Familiar with Products, Price Books, and Price Book Entries Review Product Fields Integral to Basic Salesforce CPQ Functionality Product Selection Modify Out-of-the-Box Button Behavior for Product Selection Review Guided Selling Bundle Configuration Define and Build Product Bundles Enforce Business Logic with Product Features Option Selection Guidelines Enforce Business Logic with Option Constraints Product Rules Define Product Rules Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles) Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes) Pricing Methods Discover Pricing Waterfall Default Flows Review List Pricing, Cost Plus Markup, and Block Pricing Use Contracted Pricing for Negotiated Prices Subscription Pricing Configure Subscription and Proration Pricing Methods Understand How Subscription Pricing Methods Affect List and Regular Price Discounting Compare Discounting Strategies Build a Discount Schedule Price Rules Set Values for Quote and Quote Line Fields Declaratively Review CPQ Advanced Quote Calculator Calculation Events and Conditions Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables) Create Lookup Queries to Outsource Evaluation to a Lookup Object Advanced Approvals Compare and Contrast the Advanced Approval Package Versus Native Approvals Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements Quote Templates Generate Dynamic Output Documents Create Conditional Template Content Localization and Multicurrency Make Accommodations for Localization Define Localization and How It Works in CPQ Orders Review Business Purposes of an Order Define the Data Model for Orders Define Data Requirements to Generate Orders Contracts, Renewals, and Amendments Generate New Contracts to Manage Active Subscriptions Related to an Account Review Amendment and Renewal Processes Review Renewal Pricing Methods Capstone Class Project: Troubleshoot Common Scenarios in Salesforce CPQ Design a Solution

There is a lot to learn in Power BI, this course takes a comprehensive look at the fundamentals of analysing data and includes a balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to utilise the online Power BI service. It looks at authoring tools that enable you to connect to and transform data from a variety of sources, allowing you to produce detailed reports through a range of visualisations, in an interactive and dynamic way. It also includes a detailed look at formulas by writing both M functions in Power Query, and DAX functions in Desktop view. This knowledge will allow you to take your reports to the next level. The aim of this course is to provide a complete introduction to understanding the Power BI analysis process, by working hands-on with examples that will equip you with the necessary skills to start applying your learning straight away. 1 Getting Started The Power BI ecosystem Opening Power BI Desktop Power BI's four views Introduction to Dashboards 2 Importing Files Importing data sources Importing an Excel file Importing a CSV file Importing a database Connect to an SQL Server Database Import vs. Direct Query Importing from the web Importing a folder of files Managing file connections 3 Shape Data in the Query Editor The process of shaping data Managing data types Keeping and removing rows Add a custom column Appending tables together Hiding queries in reports Fixing error issues Basic maths operations 4 The Data Model Table relationships Relationship properties 5 Merge Queries Table join kinds Merging tables 6 Inserting Dashboard Visuals Things to keep in mind Inserting maps Formatting Maps Inserting charts Formatting Charts Inserting a tree map Inserting a table, matrix, and card Controlling number formats About report themes Highlighting key points Filter reports with slicers Sync slicers across dashboards Custom web visuals 7 Publish and share Reports Publishing to Power BI service Editing online reports Pinning visuals to a dashboard What is Q&A? Sharing dashboards Exporting reports to PowerPoint Exporting reports as PDF files 8 The Power Query Editor Fill data up and down Split column by delimiter Add a conditional column More custom columns Merging columns 9 The M Functions Inserting text functions Insert an IF function Create a query group 10 Pivoting Tables Pivot a table Pivot and append tables Pivot but don't aggregate Unpivot tables Append mismatched headers 11 Data Modelling Expanded Understanding relationships Mark a date table 12 DAX New Columns New columns and measures New column calculations Insert a SWITCH function 13 Introduction to DAX Measures Common measure functions Insert a SUM function Insert a COUNTROWS function Insert a DISTINCTCOUNT function Insert a DIVIDE function DAX rules 14 The CALCULATE Measure The syntax of CALCULATE Insert a CALCULATE function Control field summarisation Things of note 15 The SUMX measure X iterator functions Anatomy of SUMX Insert a SUMX function When to use X functions 16 Time Intelligence Measures Importance of a calendar table Insert a TOTALYTD function Change financial year end date Comparing historical data Insert a DATEADD function 17 Hierarchies and Groups Mine data using hierarchies Compare data in groups

Look at some of the more advanced planning features available in Project. Course overview Duration: 1 day (6.5 hours) Our Project – Advanced Planning and Control course looks at advanced planning and resourcing techniques in Microsoft Project and how to customise your schedule to give better visibility and flexibility. The course is designed for experienced users of Project who have attended our Project Planning and Control introduction course or have equivalent knowledge. You must be confident using Project to build and resource schedules and create task dependencies. Objectives  By the end of the course you will be able to: Work with different types of task Amend resource load on a task Work with multiple resource rates Create custom tables Add custom fields Create calculated fields Add drop down lists in fields Filter and extract information Create new views Export information Content Advanced planning techniques Splitting tasks Task types Spreading work across activities Advanced resourcing techniques Resource types Assignment views Effective dates Work contours Overtime work Using multiple resource rates Creating custom tables Customising tables Adding fields Creating custom fields Adding text, number, date and time fields Using flag fields Defining pick lists Renaming custom fields Creating calculated fields Creating formulas Using graphical indicators Uploading and tracking progress Completing work Completing work per resource Updating tasks Updating the project Working with the status date Rescheduling work Viewing baseline against schedule Project overview statistics Working with filters Building standard filters Building interactive filters Task and resource filters Using highlight filters Creating custom views Creating customised views Customising text styles Using grouping techniques Exporting information Exporting to Excel