Budget DataMart                             
                                                                        
                Workshop Schedule
                                                                        Registration & Request for Training form 

If you are interested in taking a workshop, please complete the Registration & Request for Training form below and submit it .

A workshop will be scheduled when at least three or more people have requested it.

All of the training sessions will be held in the PeopleSoft training room at Chaplin Cottage, Depot Campus.

Do you have an immediate need for training?  Please give details in the comment field of the Request for Training form.   

Can't remember if you are an Insight or Quickview user? Check the listings -  Quickview Listing     Insight Listing

BDM Mentors are available.  These mentors use the Budget DataMart, do fiscal management and are willing to help you with questions.  The mentors are: Ross Hoel, UITS Business Office, Ross@uconn.edu or 860.486.9252, Denise Irmscher, University Center Instructional Media Technology, Denise.Irmscher@uconn.edu or 860.486.2272 and Priscilla Kessler, School of Business Deans Office, Priscilla.Kessler@uconn.edu or 860.486.1698.  If you would like to become a BDM mentor, please contact Anne Bennett, Anne.L.Bennett@uconn.edu or 860.486.0531.

BDM/Brio Quickview Training Offerings

BDM/Brio Quickview
(Class names listed below)

Description Date Time
Quickview Basics

This session is for everyone new to Budget DataMart and Brio or for anyone that needs a refresher.  It will cover how the Brio Quickview software works and introduce BDM reports.


Wednesday
8/1/07
 
8:30 - Noon
Quickview Next Step
 

This session goes beyond the basics.  It will take an in-depth look at the limit box and report data.  Computed items and grouping columns will be discussed.


Wednesday
8/8/07
 
8:30 - Noon
 

BDM/Brio Insight Training Offerings

 BDM/Brio Insight
(Class names listed below)

Description Date Time
Insight Basics This session is for everyone new to Budget DataMart and Brio or for anyone that needs a refresher.  It will cover how the Brio Insight software works and introduce BDM reports.    
Insight Next Step This session goes beyond the basics.  It will take an in-depth look at the limit box and report data.  Computed items and grouping columns will be discussed.    
Insight Review

A working knowledge of the BDM reports and Brio is a must to attend this review session of Insight Basics and Next Step.  It will prepare you for the Results & tables, Building Reports, Building Pivots and building Charts workshop sessions.

   
Results & Tables

This session will help you understand the Results section and the data that was retrieved from the warehouse. Many of the things you can do in the Results section can be applied to a Table.  Learn about the similarities and differences of these two sections.

   
Building Pivots

Pivot reports are analytical tools that resemble spreadsheets or crosstab reports. This session will teach you how to build a Pivot report.  Also covered in this session: total; subtotals; cumulative totals; sorting of data and how to format the text and numbers.

   
Building Reports

This session will teach you how to build a custom report or modify a current one for your needs.  Learn the basics of the Report Designer, layout aids, graphic and field components and much more.

   
Building Charts

Charts (graphs) are a great visual display of data.  There are 11 different charts that can be created; bar, pie, area, line and ribbon are some of them.  This session will introduce you to the basics of charting your data. 

   

Registration & Request for Training form
Please complete all sections of this form.  Thank you.

Today's Date:
Your Full Name:
School/College/Unit Name:
Department Name:
EMail Address:
Office Telephone:
Mainframe User ID

Check the box for the requested workshop(s).

 Class Name: 

Quickview Basics Quickview Next Step Insight Review
  Insight Basics Insight Next Step Results & Tables
  Building Reports Building Pivots Building Charts

When three or more people have requested a workshop it will be scheduled and you will receive confirmation of this training request. 

Do you have an immediate need for training?  Please give details, thank you.
 

When you have completed the form, please click the Submit button

If you have questions or need assistance, please contact Anne Bennett at Anne.L.Bennett@UConn.edu or (860)486-0531.

Last Updated: 07/27/2007