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Training Registration



  Online Classes

Led by industry experts, Data Fusions Technologies, Inc. offers a variety of online training classes to meet all levels of users in your financial and technical departments. The range of classes span from introductory sessions which attendees are able to learn concepts and basics, to advanced topics that go in-depth into specific subject matters. For those who are simply looking to freshen-up their software knowledge, Data Fusion’s classes also offer the latest tips and techniques for a variety of modules and applications.

Each online class is 90 minutes (approximately 60 minutes of instruction and 30 minutes of Q&A) and worth
1 CPE credit, unless noted otherwise, in the Computer Science field of study under a “Group - Internet Based” setting. Classes are offered at $119 per connection. Please refer to the Class Schedule for sessions’ availabilities.


Additional Topics in SQL for Elite - Functions

SQL provides a wide variety of functions to modify and apply your data. In this session we explore what these functions are and when and how to use them. Functions discussed include aggregate functions (SUM, COUNT, AVG, MIN, MAX, etc.), text functions (LEFT, RIGHT, SUBSTRING), date functions (GETDATE, DATEPART, YEAR, MONTH), and others.

Advanced SQL Server Reporting Services Features
This course explores advanced features of report design in Business Intelligence Development Studio. Discover how to create Matrix reports, Linked reports, Graphs and Charts and finally sub-reports embedded in a master report.

Best Practices in Law Firm Profitability
Improve the financial management of your firm by reviewing different methods currently being used to help firms analyze and apply profitability analysis. Also explore different cost allocation strategies and how they can be tailored to help promote positive behavioral change. For the purpose of this session, IntelliStat Business Intelligence software is used, demonstrating how to leverage a warehouse to measure specific revenue metrics and allocate costs throughout the firm by integrating ELBS, FMS, Payroll, Budgeting, Partner Compensation and HR systems.

Connecting Excel to Enterprise
Learn how to set up reports in Excel using data from tables in the Elite system. Every aspect of this approach to reports will be explored and samples will be reviewed during the session. Find out how to access the report settings to add columns (expressions) and tables, limit data with where and having clauses, and organize the output using the group by and order by options. At the end of the session, be able to bring data from the Elite system into Excel and manipulate the selected data to create custom reports.

Datastructure - Transactional Flow Through Elite
Take a close look at where the transactional data is stored in Elite and how to capture key statistics from the Elite Enterprise database. Delivery Techniques for SSRS Reports to End Users You developed your report, now what? Explore the delivery methods available and how they differ so you can choose the right one for your end-users. Topics in the class include: URL access, the Report Management Site, Subscriptions, and pushing reports to end-users vs. the pull model where a user gets a report as they need it.

Document Studio - Rule Your Invoices
Explore the rules within Document Studio. In this class, learn how to manage the creation of your invoices and how to update or add new rules to control the appearance of the final output.

Introduction to Extend
Learn how to create, analyze, and share Data Fusion Financial (DFFR) report documents. This class includes a presentation of concepts with facilitated discussions of required building blocks and practice activities.

Introduction to SQL for Elite
What is SQL (Structured Query Language) and what can it do for you? Find out how easy it is to use SQL and discover how to extract simple data from the Elite database.

Introduction to SQL Server Reporting Services Features
Learn how to build a simple report in SQL Server Reporting Services (SSRS) using IntelliStat data and the report design features in Business Intelligence Development Studio. This class will also teach you how to publish a report to a live SQL Server Report Server and explore the possibilities of delivery to end-users including URL access, Report Manager Site, and Web Services.

WebView 5.3/5.4 Enhancement Review
Examine the new features available in WebView for firms considering upgrades. See the significant enhancements that support new active/inactive flag setting by seamlessly hiding inactive codes in WebView query and pull-down menus. New vboptions are available to facilitate a firm’s month-end process by effectively restricting the users’ ability to finalize time entries for the new month.

WebView Page Design and Customizations - Do's and Don'ts
This session focuses on building your skills so you can design and customize your Firm's WebView pages. The class covers best practices to assist you in minimizing maintenance and ensuring customizations are preserved through future upgrades and software refreshes. Discussions included in the topic center on the best methodology for page design, customizations and testing guidelines.