client education and engagement
Solution Training
Our Solution Certifications
Axiom Certification
Unlock the full potential of your solutions
Axiom Certification trainings help users maximize the power of their solutions to drive performance improvement. Virtual instructor-led courses are highly specialized and designed around participants’ industry, solutions, and skill level. Axiom Certifications help you make the most of your software investment by strengthening key abilities such as reporting and analysis, and offers certification for expert users. Certification courses are offered throughout the year through virtual sessions. All courses feature facilitated discussions, hands-on activities, detailed system demonstrations, and practical application exercises.
See the schedules for virtual, group internet based sessions below.
Previous Axiom Academy Certification Courses
If you completed Axiom Academy Certification courses before April 2022, you have already learned concepts that are addressed in some of our current courses.
If you completed “Axiom Academy Certification – Fundamentals and Report Writing”, you have already learned the concepts that are covered in:
- Axiom Essentials
- Axiom Intelligence
If you completed “Axiom Academy Certification – Fundamentals and Report Writing” and “Axiom Academy Certification – System Administration”, you have already learned the concepts that are covered in:
- Axiom Essentials
- Axiom Imports
- Axiom Intelligence
- Axiom Scheduler Administration
- Axiom Security Administration
If you have completed Axiom Academy Certification courses before April 2022, we would be happy to share the updated presentation and activity files for the corresponding new courses with you. If you would like access to these new course files, please contact us at [email protected].
Role-Based Certification Packages
Axiom Primary User Certification
expand_more expand_lessWhere:
– Total Days to Complete Certification: 10
– See individual courses for available dates
Audience: Axiom Primary Users (the person, or people, that are your organization’s main contact for Axiom)
Included Courses:
All courses are required for certification.
– Axiom Essentials
– Axiom Imports
– Axiom Intelligence – Spreadsheet
OR
Axiom Intelligence – Web
– Axiom Data Administration
– Axiom Administration Infrastructure
– Axiom Security Administration
– Axiom Scheduler Administration
Prerequisite Courses: None
Advanced Preparation: None
Program Level: Basic
Field of Study: Computer Software & Applications
Cost: $3,000 ($3,750 value) – Per attendee per Certification package
CPE Credits available: CPE credits are distributed at the course level. For details on available CPE credits and Learning Objectives, please review the information for individual courses.
Registration Instructions
You can register for this certification package in two ways:
1. Pay via Credit Card:
– Visit the checkout page for this course here: Axiom Primary User Certification
– Select the dates you want to attend for each course in the series, click Register for each selected date, then add the course to your cart.
– Enter the name and email address of the user who will attend, then proceed to the PayPal Guest Checkout to provide billing information (choose the Continue as Guest option if you don’t want to create or log into a PayPal account).
– Once billing information has been entered, you will see a Confirmation Payment screen – clicking “Continue” will confirm the purchase and send a course invitation and Zoom/calendar invites to the attendee. A billing receipt will be sent to the email address associated with the purchase.
2. Pay via Purchase Order:
– Contact [email protected].
– Please include the Certification package and dates that you are interested in attending.
If you have questions about purchasing Axiom Certification courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
Communications
After your registration in the Axiom Financial Analyst Certification course is confirmed, you will receive several emails:
– Emails from Syntellis Academy [email protected] that contain your name and the dates for your course sessions. The emails contain .ICS files that you can add to your Calendar. The .ICS files contain the Zoom links for the virtual course.
– You will also receive additional emails, one for each day of the course, from the course instructor that contain and additional copy of the .ICS files that you can add to your Calendar. The .ICS file contains the Zoom links for the virtual course.
– If you do not already have an account in Syntellis Academy, you will also receive a login email to access your account.
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Axiom Financial Analyst Certification
expand_more expand_lessWhen: March 5, 2024 – June 27, 2024
Where:
– Total Days to Complete Certification: 3
– See individual courses for available dates
Audience: Axiom Primary Users (the person, or people, that are your organization’s main contact for Axiom)
Included Courses:
All courses are required for certification.
– Axiom Essentials
– Axiom Administration Infrastructure
Prerequisite Courses: None
Advanced Preparation: None
Program Level: Basic
Field of Study: Computer Software & Applications
Cost: $1,125 – Per attendee per Certification package
CPE Credits available: CPE credits are distributed at the course level. For details on available CPE credits and Learning Objectives, please review the information for individual courses.
Registration Instructions
You can register for this certification package in two ways:
1. Pay via Credit Card:
– Visit the checkout page for this course here: Axiom Financial Analyst Certification.
– Select the dates you want to attend for each course in the series, click Register for each selected date, then add the course to your cart.
– Enter the name and email address of the user who will attend, then proceed to the PayPal Guest Checkout to provide billing information (choose the Continue as Guest option if you don’t want to create or log into a PayPal account).
– Once billing information has been entered, you will see a Confirmation Payment screen – clicking “Continue” will confirm the purchase and send a course invitation and Zoom/calendar invites to the attendee. A billing receipt will be sent to the email address associated with the purchase.
2. Pay via Purchase Order:
– Contact [email protected].
– Please include the Certification package and dates that you are interested in attending.
If you have questions about purchasing Axiom Certification courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
Communications
After your registration in the Axiom Financial Analyst Certification course is confirmed, you will receive several emails:
– Emails from Syntellis Academy [email protected] that contain your name and the dates for your course sessions. The emails contain .ICS files that you can add to your Calendar. The .ICS files contain the Zoom links for the virtual course.
– You will also receive additional emails, one for each day of the course, from the course instructor that contain and additional copy of the .ICS files that you can add to your Calendar. The .ICS file contains the Zoom links for the virtual course.
– If you do not already have an account in Syntellis Academy, you will also receive a login email to access your account.
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Axiom Data Analyst Certification
expand_more expand_lessWhere:
– Total Days to Complete Certification: 3
– See individual courses for available dates
– Audience: IT team members who manage the Axiom infrastructure or provide application support.
Included Courses
All courses are required for certification.
– Axiom Essentials
– Axiom Administration Infrastructure
Prerequisite Courses: None
Advanced Preparation: None
Program Level: Basic
Field of Study: Computer Software & Applications
Cost: $1,125 – Per attendee per Certification package
CPE Credits available: CPE credits are distributed at the course level. For details on available CPE credits and Learning Objectives, please review the information for individual courses.
Registration Instructions
You can register for this certification package in two ways:
1. Pay via Credit Card:
– Visit the checkout page for this course here: Axiom Data Analyst Certification
– Select the dates you want to attend for each course in the series, click Register for each selected date, then add the course to your cart.
– Enter the name and email address of the user who will attend, then proceed to the PayPal Guest Checkout to provide billing information (choose the Continue as Guest option if you don’t want to create or log into a PayPal account).
– Once billing information has been entered, you will see a Confirmation Payment screen – clicking “Continue” will confirm the purchase and send a course invitation and Zoom/calendar invites to the attendee. A billing receipt will be sent to the email address associated with the purchase.
2. Pay via Purchase Order:
– Contact [email protected].
– Please include the Certification package and dates that you are interested in attending.
If you have questions about purchasing Axiom Certification courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected]
Communications
After your registration in the Axiom Data Analyst Certification is confirmed, you will receive several emails:
– Emails from Syntellis Academy [email protected] that contain your name and the dates for your course sessions. The emails contain .ICS files that you can add to your Calendar. The .ICS files contain the Zoom links for the virtual course.
– You will also receive additional emails, one for each day of the course, from the course instructor that contain and additional copy of the .ICS files that you can add to your Calendar. The .ICS file contains the Zoom links for the virtual course.
– If you do not already have an account in Syntellis Academy, you will also receive a login email to access your account.
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Axiom IT Certification
expand_more expand_lessWhen: March 5, 2024 – June 27, 2024
Where:
– Total Days to Complete Certification: 3
– See individual courses for available dates
– Audience: Axiom users responsible for creating data extracts from source systems and importing them to Axiom.
Included Courses
All courses are required for certification.
– Axiom Essentials
– Axiom Administration Infrastructure
Prerequisite Courses: None
Advanced Preparation: None
Program Level: Basic
Field of Study: Computer Software & Applications
Cost: $1,125 – Per attendee per Certification package
CPE Credits available: CPE credits are distributed at the course level. For details on available CPE credits and Learning Objectives, please review the information for individual courses.
Registration Instructions
You can register for this certification package in two ways:
1. Pay via Credit Card:
– Visit the checkout page for this course here: Axiom IT Certification
– Select the dates you want to attend for each course in the series, click Register for each selected date, then add the course to your cart.
– Enter the name and email address of the user who will attend, then proceed to the PayPal Guest Checkout to provide billing information (choose the Continue as Guest option if you don’t want to create or log into a PayPal account).
– One billing information has been entered, you will see a Confirmation Payment screen – clicking “Continue” will confirm the purchase and send a course invitation and Zoom/calendar invites to the attendee. A billing receipt will be sent to the email address associated with the purchase.
2. Pay via Purchase Order:
– Contact [email protected].
– Please include the Certification package and dates that you are interested in attending.
If you have questions about purchasing Axiom Certification courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
Communications
After your registration in the Axiom IT Certification course is confirmed, you will receive several emails:
– Emails from Syntellis Academy [email protected] that contain your name and the dates for your course sessions. The emails contain .ICS files that you can add to your Calendar. The .ICS files contain the Zoom links for the virtual course.
– You will also receive additional emails, one for each day of the course, from the course instructor that contain and additional copy of the .ICS files that you can add to your Calendar. The .ICS file contains the Zoom links for the virtual course.
– If you do not already have an account in Syntellis Academy, you will also receive a login email to access your account.
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Axiom Reporting Certification
expand_more expand_lessWhen: March 5, 2024 – May 23, 2024
Where:
– Total Days to Complete Certification: 5
– See individual courses for available dates
– Audience: Report Creators, Report Modifiers, Report Users, and Business Line Managers.
Included Courses
All courses are required for certification.
– Axiom Essentials
– Axiom Intelligence – Spreadsheet
OR
Axiom Intelligence – Web
Prerequisite Courses: None
Advanced Preparation: None
Program Level: Basic
Field of Study: Computer Software & Applications
Cost: $1,875 – Per attendee per Certification package
CPE Credits available: CPE credits are distributed at the course level. For details on available CPE credits and Learning Objectives, please review the information for individual
Registration Instructions
You can register for this certification package in two ways:
1. Pay via Credit Card:
– Visit the checkout page for this course here: Axiom Reporting Certification
– Select the dates you want to attend for each course in the series, click Register for each selected date, then add the course to your cart.
– Enter the name and email address of the user who will attend, then proceed to the PayPal Guest Checkout to provide billing information (choose the Continue as Guest option if you don’t want to create or log into a PayPal account).
– Once billing information has been entered, you will see a Confirmation Payment screen – clicking “Continue” will confirm the purchase and send a course invitation and Zoom/calendar invites to the attendee. A billing receipt will be sent to the email address associated with the purchase.
2. Pay via Purchase Order:
– Contact [email protected].
– Please include the Certification package and dates that you are interested in attending.
If you have questions about purchasing Axiom Certification courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
Communications
After your registration in the Axiom Reporting Certification is confirmed, you will receive several emails:
– Emails from Syntellis Academy [email protected] that contain your name and the dates for your course sessions. The emails contain .ICS files that you can add to your Calendar. The .ICS files contain the Zoom links for the virtual course.
– You will also receive additional emails, one for each day of the course, from the course instructor that contain and additional copy of the .ICS files that you can add to your Calendar. The .ICS file contains the Zoom links for the virtual course.
– If you do not already have an account in Syntellis Academy, you will also receive a login email to access your account.
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Axiom Essentials Certification
expand_more expand_lessWhen: March 5, 2024 – June 26, 2024
Where:
– Total Days to Complete Certification: 2
– See individual courses for available dates
– Audience: All other Axiom users.
Included Courses
All courses are required for certification.
– Axiom Essentials
Prerequisite Courses: None
Advanced Preparation: None
Program Level: Basic
Field of Study: Computer Software & Applications
Cost: $750 – Per attendee per Certification package
CPE Credits available: CPE credits are distributed at the course level. For details on available CPE credits and Learning Objectives, please review the information for individual courses.
Registration Instructions
You can register for this certification package in two ways:
1. Pay via Credit Card:
– Visit the checkout page for this course here: Axiom Essentials Certification
– Select the dates you want to attend for each course in the series, click Register for each selected date, then add the course to your cart.
– Enter the name and email address of the user who will attend, then proceed to the PayPal Guest Checkout to provide billing information (choose the Continue as Guest option if you don’t want to create or log into a PayPal account).
– Once billing information has been entered, you will see a Confirmation Payment screen – clicking “”Continue”” will confirm the purchase and send a course invitation and Zoom/calendar invites to the attendee. A billing receipt will be sent to the email address associated with the purchase.
2. Pay via Purchase Order:
– Contact [email protected].
– Please include the Certification package and dates that you are interested in attending.
If you have questions about purchasing Axiom Certification courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
Communications
After your registration in the Axiom Essentials Certification is confirmed, you will receive several emails:
– Emails from Syntellis Academy [email protected] that contain your name and the dates for your course sessions. The emails contain .ICS files that you can add to your Calendar. The .ICS files contain the Zoom links for the virtual course.
– You will also receive additional emails, one for each day of the course, from the course instructor that contain and additional copy of the .ICS files that you can add to your Calendar. The .ICS file contains the Zoom links for the virtual course.
– If you do not already have an account in Syntellis Academy, you will also receive a login email to access your account.
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Axiom Data Administration Certification
expand_more expand_lessWhen: March 5, 2024 – May 29, 2024
Where:
-Total Days to Complete Certification: 4
– See individual courses for available dates
– Audience: Axiom users who gather financial information from others to build budgets.
– Included Courses
All courses are required for certification.
– Axiom Essentials
– Axiom Imports
– Axiom Data Administration
Prerequisite Courses: None
Advanced Preparation: None
Program Level: Basic
Field of Study: Computer Software & Applications
Cost: $1,500 – Per attendee per Certification package
CPE Credits available: CPE credits are distributed at the course level. For details on available CPE credits and Learning Objectives, please review the information for individual courses.
Registration Instructions
You can register for this certification package in two ways:
1. Pay via Credit Card:
– Visit the checkout page for this course here: Axiom Data Admin Certification
– Select the dates you want to attend for each course in the series, click Register for each selected date, then add the course to your cart.
– Enter the name and email address of the user who will attend, then proceed to the PayPal Guest Checkout to provide billing information (choose the Continue as Guest option if you don’t want to create or log into a PayPal account).
– Once billing information has been entered, you will see a Confirmation Payment screen – clicking “”Continue”” will confirm the purchase and send a course invitation and Zoom/calendar invites to the attendee. A billing receipt will be sent to the email address associated with the purchase.
2. Pay via Purchase Order:
– Contact [email protected].
– Please include the Certification package and dates that you are interested in attending.
If you have questions about purchasing Axiom Certification courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
Communications
After your registration in the Axiom Essentials course is confirmed, you will receive several emails:
– Emails from Syntellis Academy [email protected] that contain your name and the dates for your course sessions. The emails contain .ICS files that you can add to your Calendar. The .ICS files contain the Zoom links for the virtual course.
– You will also receive additional emails, one for each day of the course, from the course instructor that contain and additional copy of the .ICS files that you can add to your Calendar. The .ICS file contains the Zoom links for the virtual course.
– If you do not already have an account in Syntellis Academy, you will also receive a login email to access your account.
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Internet-Based Training Courses
Hands-On Lab: Advanced Spreadsheet Reporting
expand_more expand_lessWhere: 2-day Online Course, Group Internet Based
When: June 4, 2024 – September 5, 2024
Available Dates:
– June 4 – 5, 2024
– September 4 – 5, 2024
Registration: You can register for the course here
Course Description: Axiom software provides enhanced spreadsheets to transform data into insightful reports and dashboards. In this course that expands on the spreadsheet fundamentals learned in Axiom Intelligence, you will develop best practices in creating robust spreadsheet reports using advanced techniques such as nesting Axiom queries to dynamically group and build data structures in a report. Additionally, you will learn to use Axiom diagnostic tools to troubleshoot and tune spreadsheets for high-performance and usability.
Course Length and Delivery Method: 2 Day, Group Internet Based
Cost: $750
Audience: Primary Users, Data Analysts, Report Writers, Report Modifiers
Prerequisites:
– Axiom Essentials and Axiom Intelligence
OR
Axiom Academy Certification – Fundamentals and Report Writing (before April 2022)
Advanced Preparation: None
Field of Study: Computer Software and Applications
Program Level: Intermediate
CPE Credits: Earn up to 4 CPE credits
Learning Objectives:
– Module 1: Advanced Spreadsheet Reports
– Define advanced spreadsheet reports and contrast with other Axiom intelligence files
– Identify use cases for advanced spreadsheet reports
– List best practices for creating efficient and interactive spreadsheet reports
– Module 2: Variables and Data Lookups
– Configure the Variables sheet
– Differentiate Data Lookups from Axiom Queries
– Add Data Lookups to a report
– Module 3: Nested and Parallel Queries
– Identify use cases for multiple queries
– Create reports with Nested and Parallel Queries
– Decipher a complex report that uses multiple queries
– Module 4: Stacked and Horizontal Queries
– Identify use cases for Stacked and Horizontal Queries
– Create reports that use Stacked queries
– Use a Horizontal Query to populate a field definition row
– Module 5: Axiom diagnostic tools
– Enable Axiom diagnostic tools
– Generate a diagnostic report
– List best practices when using spreadsheet formulas
– Troubleshoot and optimize a slow performing report
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”
Axiom Essentials
expand_more expand_lessWhere: 2-day Online Course, Group Internet Based
When:
– May 14, 2024 – September 25, 2024
Available Dates:
– May 14 – 15, 2024
– June 25 – 26, 2024
– August 13 – 14, 2024
– September 24 – 25, 2024
Course Description: Axiom Essentials provides a high-level overview and serves as a prerequisite for other Axiom courses about imports, intelligence, and system administration. During this interactive course, you will be introduced to the Axiom Software user interfaces and features. You will tour and learn to navigate each of the Axiom clients. You will learn about Axiom Users, roles, and security types. Additionally, you will understand how data flows within the Axiom system and how to distinguish Axiom file types and table classifications in the Table Manager.
Audience: Primary Users, Data Analysts, IT, Report Writers, Report Modifiers, Report Users
Prerequisite Courses: None
Advanced Preparation: None
Program Level: Basic
Field of Study: Computer Software and Applications
CPE Credits available: Up to 4 CPE credits.
Learning Objectives:
At the conclusion of this course, learners will be able to:
– Describe Axiom Software
– List outputs of Axiom Intelligence
– Differentiate the users of the three Axiom clients
– Launch desktop clients
– Navigate the Axiom user interface
– Navigate Axiom Help
– Identify Axiom security requirements
– Add Axiom users
– Adjust Authentication Types
– Assign Subsystems and Roles
– Provide access to new users
– Define the Axiom Data Flow
– Distinguish Axiom file types
– Identify file types within an Axiom data flow
– Locate specific file types in Axiom Explorer and libraries
– Differentiate table classifications
– Navigate Table Manager to access table properties and relationships
– Create Data Diagrams
This course is a requirement for the following certifications:
– Axiom Primary Users Certification
– Axiom Financial Analyst Certification
– Axiom Data Analyst Certification
– Axiom IT Certification
– Axiom Reporting Certification
– Axiom Essentials Certification
– Axiom Data Admin Certification
Previous Axiom Academy Certification courses: If you completed Axiom Academy Certification courses before April 2022, you have already learned concepts that are addressed in this course.
Registration Instructions: This course is included in the following Certification programs. Navigate to a Certification to register for this course:
– Axiom Primary Users Certification – $3,000 ($3,750 value)
– Axiom Financial Analyst Certification – $2,250
– Axiom Data Analyst Certification – $1,125
– Axiom IT Certification – $1,125
– Axiom Reporting Certification – $1,875
– Axiom Essentials Certification – $750
– Axiom Data Admin Certification – $1,500
If you have questions about purchasing Syntellis Academy courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected] more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”
Axiom Imports
expand_more expand_lessWhere: 1-day Online Course, Group Internet Based
When:
– May 16, 2024 – September 26, 2024
Available Dates:
– May 16, 2024
– June 27, 2024
– August 15, 2024
– September 26, 2024
Course Description: Axiom Imports are used to bring external data into Axiom tables, so the data can be included in reports or used in planning models and calculations. During this interactive course, you will learn how to import data into Axiom Software. During the lab activities, you will practice importing different types of data, including how to schedule an import package. You will also apply best practices for importing your organization’s data into Axiom and how to resolve data import issues.
Audience: Primary Users, Data Analysts
Prerequisite Courses: Axiom Essentials OR Axiom Academy Certification – System Administration (before April 2022)
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Computer Software and Applications
CPE Credits available: Up to 1 CPE credit.
Learning Objectives: At the conclusion of this course, learners will be able to:
– Define purpose of Axiom Imports
– Identify Import Sources
– Create an Import Variable
– Set up Import Mapping
– Create Transform steps
– Execute Imports
– Locate product imports in Axiom library
– Understand best practices for editing product Imports
– Configure and execute a vertical-specific import
– Articulate purpose of Axiom Scheduler
– Distinguish Cloud and On-Premise Schedulers
– Set up Scheduler jobs
– Add Imports to Scheduler
– Identify common import error messages
– Resolve errors related to inserting new records
– Identify common syntax errors and how to correct them
– Correct duplicate record errors
– This course is a requirement for the following certifications. Navigate to a Certification on this page to register for this course:
– Axiom Primary Users Certification
– Axiom Financial Analyst Certification
– Axiom Data Analyst Certification
– Axiom Data Admin Certification
Previous Axiom Academy Certification courses: If you completed “”Axiom Academy Certification – Fundamentals and Report Writing”” and “Axiom Academy Certification – System Administration”” before April 2022, you have already learned concepts that are addressed in this course.
Registration Instructions: This course is included in the following Certification programs. Navigate to a Certification on this page to register for this course:
– Axiom Primary Users Certification – $3,000 ($3,750 value)
– Axiom Financial Analyst Certification – $2,250
– Axiom Data Analyst Certification – $1,125
– Axiom Data Admin Certification – $1,500
If you have questions about purchasing Syntellis Academy courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”
Axiom Intelligence – Spreadsheet
expand_more expand_lessWhere: 3-day Online Course, Group Internet Based
When: July 1, 2024 – July 3, 2024
Available Dates:
– July 1 – 3, 2024
Course Description: Axiom software elevates finance professionals’ performance by leveraging real-time data to acquire insights, accelerate informed decisions, and advance their plans. Axiom transforms data into intelligence and strategies through dashboards, web, visualizations in Power BI, and spreadsheet reports. During this interactive course, you will learn best practices for creating reports that can be shared across your organization. You will receive hands-on practice navigating the Report Wizard and creating queries, creating spreadsheet reports from a blank sheet, and applying security to your reports. Additionally, you will learn how to distribute reports manually and automatically using Scheduler Jobs.
Audience: Primary Users, Data Analysts, Report Writers, Report Modifiers, Report Users
Prerequisite Courses: Axiom Essentials and Axiom Intelligence OR Axiom Academy Certification – System Administration (before April 2022)
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Computer Software and Applications
CPE Credits available: Up to 6 CPE credits.
Learning Objectives: At the conclusion of this course, learners will be able to:
– Define Axiom Intelligence
– List options for creating spreadsheet reports
– Create Account Detail Report
– Create Account Category Report
– Create Variance Report
– Identify relationship between spreadsheet report interfaces
– Configure Sheet Assistant settings
– Generate an Account Detail report using the Rebuild Refresh Type
– Add Views and Refresh Variables to a spreadsheet report
– Differentiate Update Only and Rebuild reports
– Write an Update Only Query in the Axiom System
– Define Axiom filters
– List Axiom filter order of operations
– Apply data filters to Axiom Queries
– Define a Horizontal Query
– Identify uses for Horizontal Query
– Create a Horizontal Query report
– Define how Axiom Security affects report access
– Define how Axiom Security affects data refresh
– List options for desktop client report distribution
– Add File Processing to a report
– Create a Scheduler job to distribute a report
This course is a requirement for the following certifications. Navigate to a Certification on this page to register for this course:
– Axiom Primary Users Certification
– Axiom Financial Analyst Certification
– Axiom Reporting Certification
Previous Axiom Academy Certification courses: If you completed “”Axiom Academy Certification – Fundamentals and Report Writing”” before April 2022, you have already learned concepts that are addressed in this course.
Registration Instructions: This course is included in the following Certification programs. Navigate to a Certification on this page to register for this course:
– Axiom Primary Users Certification – $3,000 ($3,750 value)
– Axiom Financial Analyst Certification – $2,250
– Axiom Reporting Certification – $1,875
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”
Axiom Intelligence – Web
expand_more expand_lessWhere: 3-day Online Course, Group Internet Based
Available Dates:
-May 21, 2024 – August 22, 2024
Available Dates:
– May 21 – 23, 2024
– August 20 – 22, 2024
Course Description: Axiom software provides browser-based reporting tools to transform data into insightful reports and dashboards. In this course, you will develop best practices in creating robust web and visualization reports using drag-and-drop functionality and dynamic visualizations that leverage packaged data models. Additionally, you will learn to build your own data models and create visual reports using Axiom Visual Insights.
Audience: Primary Users, Data Analysts, Report Writers, Report Modifiers, Report Users
Prerequisite Courses: Axiom Essentials OR Axiom Academy Certification – System Administration (before April 2022)
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Computer Software and Applications
CPE Credits available: Up to 6 CPE credits.
Learning Objectives: At the conclusion of this course, learners will be able to:
– Define Axiom Intelligence
– Navigate to the Intelligence Center
– View web reports and visualizations
– Manage reports, row structures, and models
– Create a web report
– Build and apply a fixed row structure
– Configure column properties
– Add column groups
– Add calculated columns
– Apply column filters
– Use the Filter Wizard to create report filters
– Apply general and table-specific filters
– Create limit filters
– Display date/time values
– Report on process information
– Display hyperlinks
– Share web reports
– Distinguish visualizations
– List use cases for visualizations
– View visualizations
– Edit visualizations
– View models
– Copy and edit models
– View reports associated with a model
– Process models
– Create new models
– Add folders to a model
– Add tables to a model
– Add columns to model table
– Add measure tables
– Create visualizations from a model
– Use visualization Report Editor
– Manage visualizations
– Rebind a visualization
– Control report and data security
– Share visualizations
– This course is a requirement for the following certifications. Navigate to a Certification on this page to register for this course:
– Axiom Primary Users Certification
– Axiom Financial Analyst Certification
– Axiom Reporting Certification
Previous Axiom Academy Certification courses: If you completed “Axiom Academy Certification – Fundamentals and Report Writing”” before April 2022, you have already learned concepts that are addressed in this course.
Registration Instructions: This course is included in the following Certification programs. Navigate to a Certification on this page to register for this course:
– Axiom Primary Users Certification – $3,000 ($3,750 value)
– Axiom Financial Analyst Certification – $2,250
– Axiom Reporting Certification – $1,875
If you have questions about purchasing Syntellis Academy courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”
Axiom Administration Infrastructure
expand_more expand_lessWhere: 1-day Online Course, Group Internet Based
Available Dates:
– May 28, 2024 – August 27, 2024
Available Dates:
– May 28, 2024
– July 8, 2024
– August 27, 2024
Course Description: As an Axiom administrator, you have an excellent opportunity to demonstrate value to your organization. In this Infrastructure course, you will learn the roles and of Axiom administrators, best practices for managing people and communications, best responsibilities practices for managing technical administration, and how to manage products and schedule upgrades. Your hands-on practice will include identifying and categorizing information from an Axiom system, creating communications, controlling system access, running the Audit Manager, designating permissions, and exploring the upgrade process. This course is targeted for Axiom Primary Users and Administrators who are new to their job role or have less than one year of experience working with Axiom.
Audience: Primary Users, IT
Prerequisite Courses: Axiom Essentials
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Computer Software and Applications
CPE Credits available: Up to 2 CPE credits.
Learning Objectives:
At the conclusion of this course, learners will be able to:
– Define the Primary User role for an Axiom System
– Differentiate the roles and responsibilities of administrator roles
– Identify administration best practices
– Identify available Axiom resources
– Manage Axiom System Access
– Differentiate user authentication options
– Navigate the Administration components of Axiom
– Create an Axiom Announcement
– Create an Axiom Alert
– Diagram the technical setup of Axiom (cloud or on-premise)
– Navigate to the Administration dashboard
– Identify System information
– Identify available Administration tools
– Monitor User Activity
– Control System Access
– Run the Audit Manager
– Identify products in your Axiom Suite
– Summarize how product timelines impact your organization’s overall Axiom System
– Designate platform permissions
– Identify the value of keeping Axiom software up-to-date
– List the steps needed to schedule and prepare for an upgrade
– Identify resources available to assist with the upgrade process
Registration Instructions: This course is included in the following Certification programs. Navigate to a Certification on this page to register for this course:
– Axiom Primary Users Certification – $3,000 ($3,750 value)
– Axiom IT Certification – $1,125
If you have questions about purchasing Syntellis Academy courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”
Axiom Data Administration
expand_more expand_lessWhere: 1-day Online Course, Group Internet Based
Available Dates:
– May 29, 2024 – August 28, 2024
Available Dates:
– May 29, 2024
– July 9, 2024
– August 28, 2024
Course Description: As an Axiom administrator, you have an excellent opportunity to demonstrate value to your organization. In this data administration course, you will learn to administer tables, manage files, import and export data to and from Axiom, and leverage the audit configuration. Your hands-on activities will include working with all aspects of tables, creating a data dictionary, managing file properties, importing and exporting data, and creating table audit reports. This course is targeted for Axiom Primary Users and Administrators who are new to their job role or have less than one year of experience working with Axiom.
Audience: Primary Users, Data Analysts
Prerequisite Courses: Axiom Essentials, Axiom Imports, Axiom Intelligence
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Computer Software and Applications
CPE Credits available: Up to 2 CPE credits.
Learning Objectives:
At the conclusion of this course, learners will be able to:
– Differentiate Axiom table classifications and types
– Manage tables and columns
– Manage dimensions and hierarchies
– Create a data dictionary
– Manage folders
– Manage files
– Manage and execute imports and exports
– Differentiate importing and exporting files to and from Axiom
– Identify best practices for importing and exporting files to and from Axiom
– Summarize the relationship between troubleshooting and document history
– Define Axiom auditing features
– Navigate the Audit Manager
– Create Table Audit Reports
– Restore files using Document History
– This course is a requirement for the following certifications. Navigate to a Certification on this page to register for this course:
– Axiom Primary Users Certification
– Axiom Financial Analyst Certification
– Axiom Data Admin Certification
– Previous Axiom Academy Certification courses: If you completed “”Axiom Academy Certification – Fundamentals and Report Writing”” and “”Axiom Academy Certification – System Administration”” before April 2022, you have already learned concepts that are addressed in this course.
– Registration Instructions: This course is included in the following Certification programs. Navigate to a Certification on this page to register for this course:
– Axiom Primary Users Certification – $3,000 ($3,750 value)
– Axiom Financial Analyst Certification – $2,625
– Axiom Data Admin Certification – $1,500
If you have questions about purchasing Syntellis Academy courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”
Axiom Security Administration
expand_more expand_lessWhere: 1-day Online Course, Group Internet Based
Available Dates:
– May 20, 2024 – August 29, 2024
Available Dates:
– May 30, 2024
– July 30, 2024
– August 29, 2024
Course Description: Managing the security of your Axiom data is of utmost importance to your organization. In this course, you will learn to simplify and streamline the complexities of Axiom Security to enable the appropriate access and permissions to secure your system. The key to this is mastering how users, roles, and subsystems interact in Axiom. Your facilitator will guide you through these interactions by focusing on these interrelationships through Security Manager, Security in Spreadsheet, and Troubleshooting common pain points in Security. Hands-on activities will provide your opportunity to explore the interactions of users, roles, and subsystems, then complete common tasks in Security Manager, execute a bulk edit to Security, and troubleshoot some common Security pain points.
Audience: Primary Users
Prerequisite Courses: Axiom Essentials, Axiom Imports, Axiom Intelligence
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Computer Software and Applications
CPE Credits available: Up to 2 CPE credits.
Learning Objectives: At the conclusion of this course, learners will be able to:
– Identify Axiom security requirements
– Add Axiom users
– Adjust Authentication Types
– Assign Subsystems and Roles
– Provide access to new users
– Define key terms in Security
– Summarize how users, roles, and subsystems interact in Axiom Security
– Identify what users in your organization should have access to Axiom
– Identify best practices for organizing security structures
– Define the purpose of each tab in Security Manager
– Identify how tabs in Security Manager interact with users, roles, and subsystems
– List use cases for bulk editing security
– Identify best practices for executing security changes
– Create a filter for security
– Execute a bulk edit of security
– Identify common pain points in security
– Compare tools available to diagnose and resolve security pain points
– Resolve common pain points in security
Previous Axiom Academy Certification courses: If you completed “Axiom Academy Certification – Fundamentals and Report Writing” and “Axiom Academy Certification – System Administration” before April 2022, you have already learned concepts that are addressed in this course.
Registration Instructions: This course is included in the following Certification program. Navigate to the Certification on this page to register for this course:
– Axiom Primary Users Certification – $3,000 ($3,750 value)
If you have questions about purchasing Syntellis Academy courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”
Axiom Scheduler Administration
expand_more expand_lessWhere: 1-day Online Course, Group Internet Based
Available Dates:
– May 31, 2024 – August 30, 2024
Available Dates:
– May 31, 2024
– July 31, 2024
– August 30, 2024
Course Description: Using Axiom Scheduler, you can schedule certain Axiom tasks to be processed on a Scheduler server at a specific date and time. In this course, you will learn the business advantages to automating Scheduler tasks to keep your Axiom users operating at peak efficiency. You will learn how to create and manage Scheduler tasks, maximize the efficiency of your Scheduler queue, and troubleshoot common Scheduler pain points. Hands-on activities will provide your opportunity to create Scheduler tasks and jobs, adjust Scheduler execution and priority, configure notifications, and troubleshoot your Scheduler queue. This course is targeted for Axiom Primary Users and Administrators who are new to their job role or have less than one year of experience working with Axiom.
Audience: Primary Users
Prerequisite Courses: Axiom Essentials, Axiom Imports, Axiom Intelligence
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Computer Software and Applications
– CPE Credits available: Up to 2 CPE credits.
Learning Objectives:
At the conclusion of this course, learners will be able to:
– Articulate purpose of Axiom Scheduler
– List advantages of using the Scheduler
– Distinguish Cloud and On-Premise Schedulers
– Configure Scheduler jobs for imports and reports
– Utilize the Scheduler dialog
– Navigate to the Desktop and Web scheduler
– Execute an Echo task using Scheduler
– Manage the Scheduler queue
– Adjust Scheduler execution order and priority
– Recognize Scheduler service availability
– Set up relevant notifications and events
– Identify common Scheduler pain points
– Categorize Scheduler pain points (minor, major, critical)
– Triage scheduler pain points using the web client
– Resolve problematic Scheduler jobs
– View and send Scheduler logs to Axiom support
Previous Axiom Academy Certification courses: If you completed “Axiom Academy Certification – Fundamentals and Report Writing” and “Axiom Academy Certification – System Administration” before April 2022, you have already learned concepts that are addressed in this course.
Registration Instructions: This course is included in the following Certification program. Navigate to the Certification on this page to register for this course:
– Axiom Primary Users Certification – $3,000 ($3,750 value)
If you have questions about purchasing Syntellis Academy courses outside of our Certification packages, please contact Bri Boutelle, Client Services Sales Executive at [email protected] or [email protected].
For more information regarding administrative policies such as complaints and refunds, please contact [email protected].
Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”