Training
Training for OBI Financial Reporting is accessible on-demand via STARS.
On this page:
| Course Number | Course Name | Required for Access? | Description | Prerequisite |
|---|---|---|---|---|
| FIN-0340 | Introduction to OBI Financial Reporting | Yes | Introduction to the suite of OBI financial reports | FIN-PROG-0010: Financial Confidentiality Agreement |
| FIN-0345 | CER Dashboard Intermediate Workshop | No | Workshop covering intermediate aspects of the CER Dashboard. Includes moving columns to prompts & sections, using columns to create specialized reports, methods of exporting and using exported data. Practice getting the same data as the RM3 285 report | FIN-0340 |
| FIN-0351 | Introduction to Payroll and Labor Management Reporting Using OBI | Recommended | Explains how to run predefined PLM reports in OBI to answer common business questions, relationship to related ReportMart reports, and how to utilize available support resources | FIN-0340 |
| FIN-0353 | OBI Financial Reporting – Expense Requests & SU Card Activity Predefined Reports | Recommended | Designed for financial administrators and analysts who require an introduction to the suite of OBI expense requests and SU Card activity predefined reports | FIN-0340 |
| FIN-0355 | OBI Financial Reporting – Consolidated Expenditure Reporting Dashboard | Recommended | Focuses on consolidated expenditures report data, dashboard navigation, and running and modifying reports that answer common business questions | FIN-0340 |
Once you have completed required training and your school / department grants you "Report Viewer" authority, you will receive access to all of the pre-defined and interactive reports within the subject areas and limits of your authority. Identify authorized authority grantors.
| Course Number | Course Name | Required for Access? | Description | Prerequisite |
|---|---|---|---|---|
| FIN-0350 | Creating Financial Analyses Using Oracle Business Intelligence | Required | Designed for experienced financial analysts whose job requires flexible and efficient ad hoc financial analysis and reporting | FIN-PROG-0010: Financial Confidentiality Agreement FIN-0340 |
Once you have completed required training and your school / department grants you "Intermediate Ad Hoc User or Intermediate Ad Hoc User – Award" authority, you will receive access to perform ad hoc analyses within the subject areas and limits of your authority. Identify authorized authority grantors.
Ongoing Support
- Step-by-Step Instructions
Step-by-step instructions and online demos for tasks performed in OBI are available in the How To section. - Resources
General-interest materials (e.g., Navigation Basics, FAQ's, DG Center) applicable to all subject areas and dashboard-specific materials (e.g., Task Mapping, RM3 to OBI Crosswalks) are available from the Resources page, accessible from the right navigation. - Friday Open Lab
Knowledgeable staff is on hand to answer questions about creating ad hoc analyses and using interactive predefined reports in OBI. No registration is required. See details.