Finance Training course timetable
Wednesday 5 April
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 |
Thursday 13 April
10:00 |
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 14 April
10:00 |
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 |
11:00 |
Tableau Drop In Sessions (via 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)
![]() 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 19 April
09:30 |
This session introduces the theory and practice of budgeting, looking at why and how budgets can be set. Group exercises are used to prompt discussion around the types of costs that should be included in a budget and decision making when setting budgets. The session will give an overview of the budgeting process in the university and then focus in more detail on practical tools for day-to-day budgeting. Note: This session does not cover the detailed budgeting and rules relating to individual research grants. |
10:00 |
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. |
Thursday 20 April
10:00 |
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. |
Friday 21 April
11:00 |
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)
![]() 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 26 April
09:30 |
This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals. It is run as two webinars with some pre-course reading Webinar 1: For everyone Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest If none of the dates are suitable then there are two on-demand packages which can be completed instead. Chart of Accounts and Account Enquiry https://www.vle.cam.ac.uk/mod/scorm/view.php?id=18767511 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131 |
Thursday 27 April
09:30 |
This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals. It is run as two webinars with some pre-course reading Webinar 1: For everyone Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest If none of the dates are suitable then there are two on-demand packages which can be completed instead. Chart of Accounts and Account Enquiry https://www.vle.cam.ac.uk/mod/scorm/view.php?id=18767511 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131 |
Friday 28 April
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. |
Tableau Drop In Sessions (via 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. |
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11:30 |
Tableau Drop In Sessions (via 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. |
Friday 5 May
11:00 |
Tableau Drop In Sessions (via 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)
![]() 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 May
09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
Thursday 11 May
09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
Friday 12 May
11:00 |
Tableau Drop In Sessions (via 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)
![]() 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 May
10:00 |
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 |
Wednesday 17 May
10:00 |
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 19 May
11:00 |
Tableau Drop In Sessions (via 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)
![]() 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. |