Purpose: To create, customize, save, and share analyses.
In this classroom instructor-led training course, you will learn how to use UDW+ for ad hoc financial reporting and analysis. You will learn important business rules and processes in using financial data and will receive hands-on training in:
- Creating basic analyses
- Adding Filters
- Saving analyses and the Catalog
- Column properties
- Writing formulas
- Pivot table and graph views
- Totals and prompts
- Sharing analyses via XML code
- Bins (custom groupings)
Intended Audience: Advanced NYU financial reporting users, who have access to UDW+ and are familiar with financial data.
Training and Access:
Beginner Ad Hoc Classroom Training:
Enroll in FIN 850: UDW+ Ad Hoc Reports Classroom Training in NYUiLearn (2 hours).
The prerequisites for the course are:
a) FIN 800: UDW+ Dashboards Online Training in NYUiLearn plus FIN 801, 802, 803, or 804 Quiz. We recommend becoming familiar with the UDW+ Dashboards prior to attending Ad Hoc Reports Classroom Training.
b) Chartfield Access. If you need assistance with completing the online form, please contact FinanceLink at 212-998-1111 or firstname.lastname@example.org.
To check if you have chartfield access, run the 00. FAME Chartfield Security Report in UDW+.
Intermediate Ad Hoc Classroom Training
Enroll in FIN 860: UDW+ Ad Hoc Reports Intermediate Classroom Training (Coming Spring 2017).