This course is 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
Prior to enrolling in this course, complete prerequisite courses in the learning path below.
FIN-PROG-0010: Financial Confidentiality Agreement
FIN-0102: Using Stanford Chart of Accounts
FIN-0340: Introduction to OBI Financial Reporting
FIN-0345: CER Dashboard Intermediate Workshop
FIN-0350: Creating Financial Analysis Using OBI
Additional Training Materials
Ad hoc users will receive a detailed instruction manual during class