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Knowledge of the business, the data contained in the Financial Research Activity Hub and how to use that data are required to guide decision making. Members of the Financial Research Analytics Community of Practice provide business insight to FINAH RAH users through discussion FINAH RAH data.

• Learn about the Financial Research Analytics Community of Practice members and meetings.
• See recordings of Financial Research Analytics Community of Practice meetings for business insights.
• Visit FINAH RAH Quick Start Guide to learn about data, relationships and views.
• Join the Research Analytics Community of Practice Teams chat.

Training for the Cognos and Tableau BI tools is available online. Follow at your own pace.

• Cognos Analytics Training
• Tableau For Campus Business Developers Training

Live training using FINAH RAH data was offered by Plante Moran in 2020. The customized training guides below were created from these sessions.

The train-the-trainer approach

We strongly suggest a train-the-trainer approach, where those who attended the live sessions in 2020 train others using the documentation created by the training vendor below. This method not only reinforces the trainer's knowledge but offers the benefit of their team-specific business knowledge.

Nate from Plante Moran is available for private training sessions through departmental purchase.

Note that access to Financial Research Activity Hub data will be required for registrants to attend.

Training options

• Presentation of the Cognos and Tableau training provided by ESR
• Mentorship hours to address your specific solutions or scenarios

To discuss pricing and training options, contact Nate Jecminek (nate.jecminek@plantemoran.com).

IT Services Business Intelligence and Analytics provides focused BI tool training covering FINAH RAH data, BI tools or both. Class size is limited to groups of 6-15 UC San Diego developers.

Request this training by emailing a list of attendees and the content you would like covered to busintel@ucsd.edu. The BIA team will set up a training series to help you accomplish your goal.