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所在平台: Udemy |
课程主页: https://www.udemy.com/course/learn-oracle-netsuite-introduction-to-data-management/
课程评论：没有评论
课程名称：学习甲骨文NetSuite：数据管理入门 课程概述： 本课程的主要目标是帮助学习者理解使用NetSuite报告、保存搜索和仪表板自定义的基本知识。通过本课程，您将能够在职业生涯中成长为功能顾问、会计专业人士、财务专家、NetSuite审计师以及报告专家。无论您是IT专业人员、ERP领域从业者、业务分析师、系统管理员或是初学者，这门课都将帮助您成为会计专业人士、NetSuite审计师和功能顾问。 主要内容： 1. **报告**：这是检索和分析实时业务结果的主要工具。它可以轻松组织和细分数据，包括财务报表、账龄等。使用预构建和定制的报告生成器，可以打印、发送电子邮件、安排和导出数据。报告类型包括： - 财务报告 - 采购相关报告 - 销售相关报告 - 账龄报告 - 库存相关报告 - 收入报表 - 资产负债表 - 总账 - 试算表 2. **保存搜索**：这是用于检索和分析实时业务结果的主要工具，适用于需要精确数据集的情况。它包含实时数据集，可以在仪表板小工具上使用，支持保存、打印、发送电子邮件、安排和导出数据。 3. **仪表板自定义**： - 仪表板布局：包括两栏宽度、单栏等多种布局选择。 - 发布仪表板：您可以共享个性化仪表板给其他用户，您需要拥有发布仪表板的权限。发布时定义用户角色，控制他们能看到和修改的内容。 - 将发布的仪表板分配给用户：在首次发布时选择一个或多个角色，后续也可以添加或移除角色，以调整用户访问权。 本课程将为想要在数据管理和财务领域发展的学习者提供必备的实践技能和知识。
HighlightsThe main objective of this course is to make aspirants understand the fundamentals of Using NetSuite Reports, Using Saved Searches, Dashboard Customization.This course will help you to grow your career as a Functional Consultant, Accountant Professional, Financial Professional, NetSuite Auditor, and Report Specialist.If you are IT professionals, ERP domain, Business Analyst, System Administrator and fresher, This Course will help you to become an Accountant Professional, NetSuite Auditor, and Functional Consultant.ReportsThis is the main tool to retrieve present and analyzed real-time business results. Easy to organize and segment your data.It contains financial Statements, ledger aging, etc.Use prebuilt and customized with report builder.Print, Email, Schedule, and Export Data.Reports In NetSuiteFinancial Report.Purchase-related report. Sales-related report.Aging Report.Inventory-related report.Financial ReportIncome Statement.Balance Sheet.General Ledger.Trial Balance.Saved SearchThis is the main tool to retrieve present and analyzed real-time business results. Use it when you are looking for a precise set of data.It contains a Live data set.Use this on your dashboard Portlets.Save, Print, Email, Schedule, and Export Data.Dashboard CustomizationDashboard Layout. Dashboard Portlets.Publishing Dashboard.Assigning Published Dashboards to UsersDashboard LayoutTwo-column, narrow on the left. Two-column, narrow on the right.Three-column, wide in the middle.One-column.Publishing DashboardYou can share your personalized dashboard with other users. The Center type is the same as whom you shared Dashboard.You must have Publishing Dashboard Permission.When you publish a dashboard, you define the roles of users who will see the published dashboard, and what changes users will be able to make to the published dashboard.Assigning Published Dashboards to Users You define the users for a published dashboard by selecting one or more roles when you first publish it. After the dashboard has been published, you can add or remove roles to change the users. All of a published dashboard's information may not be available to all of its users. Users can view only the dashboard content that their assigned roles give them permission to see.
