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

The following training options are available for FINAH users.

Learning FINAH Data

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

• Learn about the Financial Analytics Community of Practice members and meetings.

• See recordings of Financial Analytics Community of Practice meetings for business insights.

• Visit FINAH Quick Start Guide to learn about data, relationships and views.

• Join the Financial Analytics Community of Practice Teams chat.

Online BI Tools Training

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

Online FINAH BI Tools Training

Live training using FINAH 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.

Cognos for FINAH

• Cognos 11.1 Training for FINAH_Beginner Manual.pdf

• Cognos 11.1 Training for FINAH_Intermediate Manual.pdf

• Cognos 11.1 Training for FINAH_Advanced Manual.pdf

Tableau for FINAH

• Tableau 2020.2.8 Training for FINAH_Begininer desk and sample workbooks

  • Tableau 2020.2.8 Training for FINAH_Beginner Manual.pdf

  • UCSD - FINAH Intro - Story Starter.twb

• Tableau 2020.2.8 Training for FINAH_Intermediate desk and sample workbooks

  • Tableau 2020 Training for FINAH_Intermediate Manual.pdf

  • UCSD FINAH 2 Intermediate - Dashboard Starter.twb

  • Preferences.tps

• Tableau 2020.2.8 Training for FINAH_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

Private Training & Mentorship

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

Note that access to Financial 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).

Small Group FINAH Tools and Data Training

IT Services Business Intelligence and Analytics provides focused BI tool training covering FINAH 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.