What We'll Cover

  • Presentations

    Expert-built module presentations will introduce all terms, concepts and details about the product that will empower you and your team as you work in Kantata.

  • Demonstration Videos

    Follow along with a demonstration of the module materials and take a tour of the product with an experienced Kantata trainer.

  • Hands-On Exercises

    This is the area to put into practice all that you've learned from the presentation and demonstration videos. Hands-on activities and lab exercises are provided as part of the course curriculum throughout the entire program.

Course Description

Expected Duration: Approximately 24 hours

Kantata users will be presented with in-depth training on the Insights Business Intelligence Solution.  Through a blended learning approach that combines recorded instructor delivery, demonstrations, and hands-on student lab exercises, the student will be provided with the information introducing basic functionality and navigation of Insights, be exposed to the business value of dashboards and reports, and instruction into developing the skills and knowledge necessary to fully utilize the rich feature set of Insights.  Students will learn how to create metrics, and then build and modify custom dashboards and reports using the Multi-Dimension Analytical Query Language (MAQL).  This course includes the opportunity for certification in the Insights Business Intelligence Solution.


Course Objectives

After completion of this course, students will be able to:

  • Identify the suite of Insights dashboards and reports.
  • Describe the intended value provided by each of these dashboards and reports.
  • Navigate to the desired dashboards and reports within the Kantata product.
  • Configure Insights dashboards and reports.
  • Locate resources necessary to edit dashboards and reports within the Insights solution.
  • Locate and access the editors within Insights.
  • Describe the elements and syntax of the editors.
  • Modify dashboards and reports using the built-in editor functionality.
  • Access, create, and use metrics.
  • Describe the elements and syntax of the MAQL language.
  • Create and modify dashboards and reports using the MAQL language.


Who Should Take This Course  

The target audience for this course should meet the following criteria and prerequisites:

  • Familiarity and experience using the Kantata product.
  • A basic understanding of data analytics. 
  • Familiarity and experience with fundamental programming skills.
  • Ideally some experience programming in SQL.


Student Prerequisites

The following prerequisites apply.  It is recommended that the student have:

  • Prior experience or familiarity with the Kantata OX solution is required.
  • Kantata members that have access to Insights.

Course curriculum

  • 1
    Course Overview
  • 2
    Course 1 -- Presentations & Labs
  • 3
    Course 2 -- Presentations & Labs
  • 4
    Course 3 -- Presentations & Labs
  • 5
    Reference Materials
  • 6
    Kantata Insights Business Intelligence Solution Certification
  • Updated Insights Course Now Available! Course Overview Introduction Video Lab Guide -- Lab Environment Setup Instructions
  • Course 1.0 _ Kantata Insights Business Intelligence Solution Module 1.1 _ Introduction to Insights Business Intelligence Solution Lab Instructions 1.1 Module 1.2 _ Insights Understanding Access Groups Lab Instructions 1.2 Module 1.3 _ Components of Mavenlink Insights Lab Activity 1.3 Lab Instructions 1.3 Module 1.4 _ Standard Insight Dashboards and Reports Lab Activity 1.4 Module 1.4 _ Appendix
  • Course 2.0 _ Creating & Modifying Dashboards & Reports Module 2.1 _ Insights Customization Lab Activity 2.1 Lab Demonstration Video 2.1 Module 2.2 _ Creating and Modifying Dashboards Lab Instructions 2.2 Lab Demonstration Video 2.2 Module 2.3 _ Creating and Modifying Reports Lab Instructions 2.3 #1 - Create a Report Using the “Select from List of Values” Filter - Lab Demonstration Video 2.3 #1 Lab Instructions 2.3 #2 - Edit a Report Using the _Numeric Range_ Filter Lab Demonstration Video 2.3 #2
  • Course 3.0 _ Advanced Customization Module 3.1 _ Intro to GoodData, Logical Data Model & MAQL Lab Activity 3.1 Module 3.2 _ Exploring the Advanced Metric Editor Lab Activity 3.2 - Report and Metric Editors Module 3.3 _ Learning Basic MAQL Syntax Lab Activity 3.3b Aggregation Functions (2022) Lab Instructions 3.3b #1 Aggregation Function - Sum Lab Demonstration Video 3.3b #1 Lab Instructions 3.3b #2 Aggregation Functions - Count Lab Demonstration Video 3.3b #2 Lab Instructions 3.3b #3 Aggregation Functions - Average Lab Activity 3.3c - Numeric Functions Lab Build 3.3c (2022) Lab Instructions 3.3c Numeric Functions - Simple Arithmetic and IfNull Lab Demonstration Video 3.3c #1 Lab Instructions 3.3d #1 Filter Expressions - ILike Statement Lab Demonstration Video 3.3d #1 Lab Instructions 3.3d #2 Filter Expressions - Operator Statements ( =, __, etc.) Lab Demonstration Video 3.3d #2 Lab Instructions 3.3e #1 Logical Functions - If_Then Statement Lab Demonstration Video 3.3e #1 Lab Instructions 3.3e #2 Logical Functions - Case Statement Lab Demonstration Video 3.3e #2 Lab Demonstration Video 3.3e #3 Lab Demonstration Video 3.3e #4 Module 3.4 _ Learning Advanced MAQL Syntax
  • Insights Best Practices and Tips Insights Commonly Used Report Filters Insights List of Commonly Used Facts, Metrics and Attributes Insights Terms and Concepts Insights Quick Reference of Terms and Calculations Insights Shared Date Connections (PDF) Insights Shared Date Connections (XLS) Lab Activity 1.3 Answers Lab Activity 1.4 Answers Lab Activity 2.1 Answers Lab Build 2.3 Answers Lab Activity 3.1 Answers Lab Activity 3.2 Answers Lab Build 3.3b Answers Lab Activity 3.3c Answers (2022) Lab Build 3.3c Answers Lab Activity 3.3d - Filter Expressions Answers Lab Build 3.3d Answers Lab Activity 3.3e - Logical Functions Answers Lab Build 3.3e Answers
  • Certification Exam -- Kantata Insights Business Intelligence Solution

Course Pricing

Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.