Finance Training - Virtual programme 2023-24
(Tue 1 Aug 2023 - Tue 30 Jul 2024)
[ Back to start of the programme ]
Thursday 4 July
| 09:30 |
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 |
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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 |
Friday 5 July
| 11:00 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
| 11:30 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
| 12:00 |
Concur – Mobile App
Finished
A short briefing on how to use all of the features of the Concur mobile app to submit expenses claims. This includes:
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Monday 8 July
| 12:00 |
Concur – Acting as a Delegate
Finished
A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:
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Tuesday 9 July
| 15:00 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Wednesday 10 July
| 09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
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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. The course material will be split over 2 webinars on consecutive days |
Thursday 11 July
| 09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
|
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. The course material will be split over 2 webinars on consecutive days |
Friday 12 July
| 11:00 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
| 11:30 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Tuesday 16 July
| 15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Thursday 18 July
| 09:30 |
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. 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. Cannot make any dates? See the on-demand online version of the course. 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. |
| 12:00 |
Concur – Acting as a First Approver
[Places]
An overview of how to act as an approver in the expenses claim process using SAP Concur software. This includes:
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Friday 19 July
| 09:30 |
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. 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. Cannot make any dates? See the on-demand online version of the course. 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. |
| 11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
| 11:30 |
Tableau Drop In Sessions (via Teams)
[Places]
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Tuesday 23 July
| 15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Friday 26 July
| 11:00 |
Tableau Drop In Sessions (via Teams)
Not bookable
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
| 11:30 |
Tableau Drop In Sessions (via Teams)
Not bookable
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Tuesday 30 July
| 15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |