Theme: Reporting
17 matching courses
Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..
Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:
- Grants Part 2: Grant reports in Cognos
- General Ledger Reporting
These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.
| Date | Availability | |
|---|---|---|
| Wed 26 Feb 2020 | 14:30 | Not bookable |
| Mon 20 Jul 2020 | 14:30 | [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.
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.
| Date | Availability | |
|---|---|---|
| Tue 24 Mar 2020 | 14:00 | [Places] |
| Wed 22 Apr 2020 | 14:00 | [Places] |
| Tue 12 May 2020 | 14:00 | [Places] |
| Wed 3 Jun 2020 | 14:00 | [Places] |
| Wed 17 Jun 2020 | 14:00 | [Places] |
| Wed 1 Jul 2020 | 14:00 | [Places] |
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.
| Date | Availability | |
|---|---|---|
| Thu 14 May 2020 | 09:30 | [Places] |
| Thu 9 Jul 2020 | 09:30 | [Places] |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.
You are invited to bring with you any reference documents that you may have detailing your own departmental codes.
| Date | Availability | |
|---|---|---|
| Wed 20 May 2020 | 09:30 | [Places] |
| Thu 16 Jul 2020 | 09:30 | [Places] |
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:
- Summary financial information for Projects
- Detailed expenditure analysis
- Management reports for Grants due to close
In this course we will not access the Grants module in CUFS.
| Date | Availability | |
|---|---|---|
| Thu 7 May 2020 | 13:00 | [Places] |
| Tue 30 Jun 2020 | 09:30 | [Places] |
This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports.
| Date | Availability | |
|---|---|---|
| Tue 16 Jun 2020 | 09:30 | [Places] |
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.
| Date | Availability | |
|---|---|---|
| Thu 18 Jun 2020 | 13:00 | [Places] |
The session will look at more advanced formulas and macros using the recorder and VBA tools.
The formulas covered in this course include SUMIF, COUNTIF and INDEX MATCH which will enable 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.
| Date | Availability | |
|---|---|---|
| Wed 3 Jun 2020 | 09:30 | [Places] |
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.
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.
| Date | Availability | |
|---|---|---|
| Tue 9 Jun 2020 | 09:30 | [Places] |
This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting.
It is an ideal follow on from Budgeting part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.
| Date | Availability | |
|---|---|---|
| Thu 21 May 2020 | 13:00 | [Places] |
| Tue 14 Jul 2020 | 09:30 | [Places] |
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.
| Date | Availability | |
|---|---|---|
| Tue 25 Feb 2020 | 15:00 | [Full] |
| Tue 25 Feb 2020 | 15:30 | [Places] |
| Tue 3 Mar 2020 | 14:30 | [Full] |
| Tue 3 Mar 2020 | 15:00 | [Full] |
| Tue 3 Mar 2020 | 15:30 | [Full] |
| Tue 17 Mar 2020 | 14:30 | [Places] |
| Tue 17 Mar 2020 | 15:00 | [Places] |
| Tue 17 Mar 2020 | 15:30 | [Places] |
| Tue 24 Mar 2020 | 14:30 | [Places] |
| Tue 24 Mar 2020 | 15:00 | [Places] |
| Tue 24 Mar 2020 | 15:30 | [Places] |
| Tue 31 Mar 2020 | 14:30 | [Places] |
| Tue 31 Mar 2020 | 15:00 | [Places] |
| Tue 31 Mar 2020 | 15:30 | [Places] |
| Tue 7 Apr 2020 | 14:30 | [Places] |
| Tue 7 Apr 2020 | 15:00 | [Places] |
| Tue 7 Apr 2020 | 15:30 | [Places] |
| Tue 21 Apr 2020 | 15:00 | [Places] |
| Tue 21 Apr 2020 | 15:30 | [Places] |
| Tue 28 Apr 2020 | 14:30 | [Places] |
| Tue 28 Apr 2020 | 15:00 | [Places] |
| Tue 28 Apr 2020 | 15:30 | [Places] |
| Tue 5 May 2020 | 14:30 | [Places] |
| Tue 5 May 2020 | 15:00 | [Places] |
| Tue 5 May 2020 | 15:30 | [Places] |
| Tue 12 May 2020 | 14:30 | [Places] |
| Tue 12 May 2020 | 15:00 | [Places] |
| Tue 12 May 2020 | 15:30 | [Places] |
| Tue 19 May 2020 | 14:30 | [Places] |
| Tue 19 May 2020 | 15:00 | [Places] |
| Tue 19 May 2020 | 15:30 | [Places] |
| Tue 26 May 2020 | 14:30 | [Places] |
| Tue 26 May 2020 | 15:00 | [Places] |
| Tue 26 May 2020 | 15:30 | [Places] |
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.
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.
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.
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.
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.