Finance Training course timetable
Tuesday 29 April
| 10:00 |
This course is designed to help anyone responsible for purchasing items which will be used in medical or veterinary research and training. It will explain when it is appropriate to claim VAT relief and how the relief is claimed. |
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A targeted, department specific session on Utility Bills; including how to check invoices, searching for payment details, responding to queries and approving, in the new invoice automation system. This is an in person classroom session held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room) Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road. |
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| 15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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 30 April
| 09:30 |
This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions. |
| 14:00 |
The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise. |
Friday 2 May
| 11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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 6 May
| 15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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 7 May
| 09:30 |
This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions. |
| 11:45 |
As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with Finance Leadership Team (FLT). These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from Daniel and senior members of the team. Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year. |
Friday 9 May
| 11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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 13 May
| 09:30 |
IN PERSON - Tableau Server - Viewer
[Places]
This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room) Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road. |
| 15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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. |
Thursday 15 May
| 09:30 |
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. |
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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.training.cam.ac.uk/fin/event/4716069 |
Friday 16 May
| 09:30 |
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. |
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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.training.cam.ac.uk/fin/event/4716069 |
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| 11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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 20 May
| 09:30 |
Virtual - Grants Part 2: Grant reports in Cognos
Not bookable
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 |
| 15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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 21 May
| 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 |
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Virtual - Grants Part 2: Grant reports in Cognos
Not bookable
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 |
Thursday 22 May
| 12:00 |
Concur – Acting as a Delegate
[Places]
A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:
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