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Financial Research Activity Hub (FINAHRAH) training offerings include resources to learn about FINAH RAH data as well as Business Intelligence (BI) reporting and analytics tools (Cognos and Tableau) training.

The following training options are available for FINAH RAH users.

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Table of Contents

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Learning

FINAH

RAH Data

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 data

RAH data.

Financial Financial FINAH Ui expandtitle

Online BI Tools Training

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

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Online

FINAH

RAH BI Tools 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.

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Cognos for

FINAH

RAH

  1. Cognos 11.1 Training for
FINAH
  1. RAH_Beginner
Manual
  1. .pdf
  2. Cognos 11.1 Training for
FINAH
  1. RAH_Intermediate
Manual
  1. .pdf
  2. Cognos 11.1 Training for
FINAH
  1. RAH_Advanced
Manual
  1. .pdf
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Tableau for

FINAH

RAH

  1. Tableau 2020.2.8 Training for
FINAH
  1. RAH_
Begininer
  1. Beginner desk and sample workbooks
  2. Tableau 2020.2.8 Training for
FINAH_Beginner Manual.pdf
  • UCSD - FINAH Intro - Story Starter.twb
  • Tableau 2020.2.8 Training for FINAH
    1. RAH_Intermediate desk and sample workbooks
  • Tableau 2020 Training for FINAH_Intermediate Manual.pdf
  • UCSD FINAH 2 Intermediate - Dashboard Starter.twb
  • Preferences.tps
    1. Tableau 2020.2.8 Training for
    FINAH
    1. RAH_Advanced desk and sample workbooks
  • Tableau 2020.2.8 Training for FINAH Advanced Manual.pdf
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  • Preferences.tps
  • Sales Target by Sub Category - 2018.xlsx
  • Sample - Superstore - Union.xls
  • Superstore - Customer Lookup.csv
  • Superstore - Fact Table.xls
  • Superstore - Order Detail - 2018.xls
  • Superstore - Segment Lookup.csv
  • UCSD - FINAH 3 Advanced - Dashboard Action Starter.twb
  • UCSD - FINAH 3 Advanced - Dashboard BAN Starter.twb
  • UCSD - FINAH 3 Advanced - Logo.jpg
  • UCSD - FINAH 3 Advanced - Starter.twb

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    Private Training & Mentorship

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

    Note that report developer 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).

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    Small Group

    FINAH

    RAH Tools

    and

    & Data Training

    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

    report 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.