Finance Training course timetable
January 2021
| Tue 26 |
Virtual - GL 2: Reporting in the General Ledger
Not bookable
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
| Wed 27 |
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
| Thu 28 |
Virtual - GL 2: Reporting in the General Ledger
Not bookable
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
|
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
February 2021
| Tue 2 |
The session will look at more advanced formulas and macros using the recorder and VBA tools. The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data. Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps. The session will run on Teams and delegates must be able to access Excel during the session |
| Wed 3 |
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations. Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others. |
| Tue 9 |
This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual Note: This session does not cover the detailed budgeting and rules relating to individual research grants. |
| Wed 10 |
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content. |
March 2021
| Tue 2 |
This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions. |
| Wed 3 |
This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions. |
| Wed 10 |
This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals. It is run as two webinars with some pre-course reading Webinar 1: For everyone Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest If none of the dates are suitable then there are two on-demand packages which can be completed instead. Chart of Accounts and Account Enquiry https://www.vle.cam.ac.uk/course/view.php?id=202072 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131 |
| Thu 11 |
This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals. It is run as two webinars with some pre-course reading Webinar 1: For everyone Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest If none of the dates are suitable then there are two on-demand packages which can be completed instead. Chart of Accounts and Account Enquiry https://www.vle.cam.ac.uk/course/view.php?id=202072 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131 |
| Wed 17 |
Virtual - Cognos Introduction
[Places]
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. |
| Thu 18 |
Virtual - Cognos Introduction
[Places]
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. |
| Tue 23 |
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
| Wed 24 |
The session will look at more advanced formulas and macros using the recorder and VBA tools. The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data. Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps. The session will run on Teams and delegates must be able to access Excel during the session |
|
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
April 2021
| Wed 14 |
This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual Note: This session does not cover the detailed budgeting and rules relating to individual research grants. |