Recommended for experienced financial analysts whose job requires flexible and efficient ad hoc financial reporting

This course provides instruction for creating ad hoc analyses using OBI. Through a combination of lecture, demonstration, and hands-on practice with sample data, participants will learn to:

  • Describe the OBI interface
  • Navigate data structure pertaining to a specific job function
  • Create a basic analysis
  • Perform advanced analysis functions
  • Edit title and table views
  • Create graph and pivot table views

Classroom

4 hours

To access the system below, you must complete this course and be granted proper authority.

System Access
OBI Financial Reporting
Authority
Enterprise Reporting > Financial Reporting > Intermediate Ad Hoc User

Prior to enrolling in this course, complete prerequisite courses in the learning path below.

FIN-0340: Introduction to OBI Financial Reporting

OBI Financial Reporting
Enterprise Reporting > Financial Reporting > Report Viewer

FIN-0350: Creating Financial Analysis Using OBI

OBI Financial Reporting
Enterprise Reporting > Financial Reporting > Intermediate Ad Hoc User

Ad hoc users will receive a detailed instruction manual during class

Learn about OBI Financial Reporting system