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FIN-0350: Creating Financial Analysis Using OBI

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

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

Last Updated: Sep 28, 2021

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