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Finance Training

Finance Training course timetable

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Fri 17 Nov 2023 – Wed 6 Dec 2023

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Friday 17 November 2023

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

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) new Finished 11:30 - 12:00 Via MS Teams

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 21 November 2023

09:30
Virtual - Cognos Introduction (1 of 2) Finished 09:30 - 10:45 Via MS Teams

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.

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

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 22 November 2023

09:30
Virtual - Cognos Introduction (2 of 2) Finished 09:30 - 10:45 Via MS Teams

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.

Thursday 23 November 2023

11:00

There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here.

12:00
Concur – Mobile App new Finished 12:00 - 12:20 Via MS Teams

A short briefing on how to use all of the features of the Concur mobile app to submit expenses claims. This includes:

  • Adding receipts
  • ExpenseIt automated input
  • Mileage calculator
  • Submitting claims

Friday 24 November 2023

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

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.

11:40
Tableau Drop In Sessions (via Teams) new Finished 11:40 - 12:10 Via MS Teams

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 28 November 2023

09:30
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) Finished 09:30 - 11:30 Via MS Teams

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.

The course material will be split across 2 webinars on consecutive days

10:30

« Description not available »

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

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 29 November 2023

09:30
Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) Finished 09:30 - 11:00 Via MS Teams

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.

The course material will be split across 2 webinars on consecutive days

Friday 1 December 2023

09:30
Cognos 1:1 Workshop (via Teams) new Finished 09:30 - 09:55 Via MS Teams

These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.

10:00
Cognos 1:1 Workshop (via Teams) new Finished 10:00 - 10:25 Via MS Teams

These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.

10:30
Cognos 1:1 Workshop (via Teams) new Finished 10:30 - 10:55 Via MS Teams

These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

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.

Cognos 1:1 Workshop (via Teams) new Finished 11:00 - 11:25 Via MS Teams

These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

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 – Acting as a Delegate new Finished 12:00 - 12:20 Via MS Teams

A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:

  • Who may act as a delegate for others
  • The type of claims you may prepare for others
  • How to switch roles and enter information
  • The submission process

Tuesday 5 December 2023

10:30

« Description not available »

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

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 6 December 2023

09:30
Virtual - How to Excel - Part 3 (For Finance staff) Finished 09:30 - 12:30 Via MS Teams

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

Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) Finished 09:30 - 11:30 Via MS Teams

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

IN PERSON - SharePoint User Basics new Finished 09:30 - 11:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom course held at Greenwich House - All delegates will need to bring a laptop. There are 8 docking stations with monitors, external keyboard and mice available in the room. These will be allocated on a first come first served basis, anybody else accepted will need to work solely on their laptop

This course provides an overview of the use of Microsoft SharePoint in the Finance Division to store and manage documents.

14:00
IN PERSON - SharePoint User Basics new Finished 14:00 - 15:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom course held at Greenwich House - All delegates will need to bring a laptop. There are 8 docking stations with monitors, external keyboard and mice available in the room. These will be allocated on a first come first served basis, anybody else accepted will need to work solely on their laptop

This course provides an overview of the use of Microsoft SharePoint in the Finance Division to store and manage documents.