Training
Web Intelligence Training Classes
Web Intelligence is an intuitive, advanced reporting tool available to users in both Web and Desktop interfaces. This live, instructor-led course demonstrates how to use the Web Intelligence report editor to create custom queries and reports. This course is hands-on training conducted virtually, via Zoom meeting. Topics include creating basic queries and reports, editing reports using filters, sorting, calculations, and breaks, exportable file formats, scheduling reports to run automatically, and how to share Web Intelligence documents and/or the exported data with other users.
Target Audience: First-Time & Returning Web Intelligence users
Participants will be expected to know how to create a basic query, including how to add objects to a query, build custom filters, and run queries. This course will cover: Creating multiple queries, Merge dimensions, Using Excel as a Data Source, Using wildcards in filters, and Filtering on results from another query.
Prerequisite: Web Intelligence Reporting Basics
Target Audience: Experienced Web Intelligence users.
BO 4.3 Town Hall Videos
Need help understanding our Finance data sources? This session provides an overview of our Finance universes. The class is presentation style (not hands-on). PowerPoint slides with links will be provided to participants.
Target Audience: Web Intelligence users with Finance Access
Need help understanding the travel and expense sources? This session provides an overview of our Travel and Expense (ChromeRiver) universes. The class is presentation style (not hands-on). PowerPoint slides with links will be provided to participants.
Target Audience: Web Intelligence users with Finance Power User Access
Need help understanding our Student data sources? This session provides an overview of our Student Data universes. The class is presentation style (not hands-on). PowerPoint slides with links will be provided to participants.
Target Audience: Web Intelligence users with Student data access.
Need help understanding our HR data sources? This session provides an overview of our HR universes. The class is presentation style (not hands-on). PowerPoint slides with links will be provided to participants.
Target Audience: Web Intelligence users with HR Access
Need help with analytical reporting related to Team Dynamix data? This PowerPoint provides an overview of what data is available in the Service Desk Reporting universe.
Target Audience: Web Intelligence users with Service Desk Reporting data access.
Web Intelligence Reporting Assistance
Have Web Intelligence reports you wish to build but don't know where to start? Experiencing problems with your Web Intelligence reports? Have questions about data elements and reporting strategies? You can work directly with one of our data experts in your data area. Data areas include Finance Data, Human Resources Data, Student Data, and General Web Intelligence Reporting Assistance. Request assistance using our Web Intelligence Reporting Assistance Request Form.
Target Audience: Current Web Intelligence users
Online Training Resources
Download PDF versions of our classroom training guides, watch video tutorials, and find quick tips on using Web Intelligence on our EDDIE and Web Intelligence Resources page.