Program Overview

FIN-0350: Creating Financial Analysis Using OBI

This course is designed for experienced financial analysts who require flexible and efficient ad hoc financial reporting. The primary objective of this course is to provide instruction on creating ad hoc analyses using OBI, a financial reporting system.

Objectives

The course aims to equip participants with the skills to:

• Describe the OBI interface
• Navigate data structures relevant to their job function
• Create basic analyses
• Perform advanced analysis functions
• Edit title and table views
• Create graph and pivot table views

Delivery Method

The course is delivered in a classroom setting, allowing for interactive learning and hands-on practice.

Duration

The course duration is 4 hours, providing a concise yet comprehensive learning experience.

Related System Access and Authority

To access the OBI Financial Reporting system, participants must complete this course and be granted the necessary authority. The required authority is Enterprise Reporting > Financial Reporting > Intermediate Ad Hoc User.

Learning Path

Prior to enrolling in this course, participants are expected to complete the following prerequisite courses:

• FIN-PROG-0020: Financial Stewardship Expectations
• FIN-0102: Using Stanford Chart of Accounts
• FIN-0340: Introduction to OBI Financial Reporting
• FIN-0345: CER Dashboard Intermediate Workshop

Additional Training Materials

Participants will receive a detailed instruction manual during the class, providing additional support for their learning journey.

Course Overview

The course is designed to enhance the skills of financial analysts in creating ad hoc financial analyses using OBI. By completing this course, participants will be able to efficiently and effectively create financial analyses, contributing to informed decision-making within their organization.