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UDW+ Training Course Catalog

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Successful completion of UDW+ Training is mandatory to gain access to UDW+. Based on your role and responsibilities in regards to financial reporting and analysis, various training courses may be required. Please consult the list of course offerings below to determine which training is appropriate for your needs.


FIN 800: UDW+ Dashboards Online Training

Course ID:  FIN 800: UDW+ Dashboards Online Training

Prerequisites: Basic computer skills and understanding of financial reporting.

Course Description: In this online course, you will learn the basics of UDW+ dashboard navigation, as well as a detailed understanding of the UDW+ Dashboards and Standard Reports that are available to you. For each dashboard that is selected within this course, training will include a thorough explanation of the reports and graphs contained within the selected dashboard, the underlying data, as well as business rules and processes. The convenience of this online training course enables you to complete it at your own pace, at any time of the day, and any location with internet access. After completion of the online training course, you must successfully complete the corresponding Quiz to be granted access to UDW+.

Duration: Approximately 30 - 45 minutes per Dashboard. So if training on two Dashboards is required, it may take 1 - 1.5 hours. 

Target Audience: All NYU financial reporting users who require access to UDW+ Dashboards and/or Interactive Standard Reports.

How to Register: Login to iLearn and search for FIN 800: UDW+ Dashboards Online Training. Instructions on accessing the corresponding required quiz will be provided upon completion of the online training course.


FIN 830: UDW+ Refresher/Optimization Virtual Training

Course ID:  FIN 830: UDW+ Refresher/Optimization Virtual Training

Prerequisites: FIN 800: UDW+ Dashboards Online Training and access to UDW+

Course Description: In this virtual instructor-led training, you will have the opportunity to review important features of UDW+, as well as preview any new enhancements or optimizations being applied to UDW+. Virtual instructor-led training will be offered on an as needed basis depending on the needs of the financial reporting community, and the roll-out of any new features or functionality.

Duration: Varies depending on training topic to be covered in each session. Refer to the schedule in iLearn.

Target Audience: All NYU financial reporting users who have access to UDW+ and would like a refresher on specific functionality, or to preview an enhancement or optimization in UDW+.

How to Register: Login to iLearn and search for FIN 830: UDW+ Refresher/Optimization Virtual Training. The description for each scheduled session will include a list of topics, duration and training objectives.


FIN 850: UDW+ Ad Hoc Reports Classroom Training

Course ID:  FIN 850: UDW+ Ad Hoc Reports Classroom Training

Prerequisites: FIN 800: UDW+ Dashboards Online Training and UDW+ access

Course Description: In this classroom instructor-led training course, you will learn how to use UDW+ for ad hoc financial reporting and analysis. You will get hands-on training in creating basic and complex analysis, adding graphs, formatting reports, as well as other functions of the reporting tool.  In addition to focusing on the functionality of UDW+, you will also learn to understand the data available in UDW+, as well as important business rules and processes in using the data for ad hoc reporting. 

Duration: The total course duration is four and a half (4.5) hours. You must successfully complete the course in it's entirety to be granted ad hoc reporting access to UDW+.

Target Audience: NYU financial reporting users, who have access to UDW+ and are familiar with the data, and would like to build ad hoc reports.

How to Register: Login to iLearn and search for FIN 850: UDW+ Ad Hoc Reports Classroom Training.


UDW+ Customized Advanced One-on-One Training

Prerequisites: FIN 850: UDW+ Ad Hoc Reports Classroom Training and UDW+ access.

Course Description: Customized advanced one-on-one training is available if you would like to learn more about the follow topics or any other topic of need:

  • Advanced Ad Hoc: includes features not part of the FIN 850: UDW+ Ad Hoc Reports Classroom Training, such as built-in functions, action links, report prompts, linking analyses, and case statements.
  • Subject Areas: working with the available UDW+ subject areas for ad hoc reporting and analysis (Budget Summary, Budget Detail, AP Purchase Order, AP Payment, Grants Detail).
  • Dashboards: develop a custom dashboard for your department or division that visually displays and organizes information on a single screen.

This training provides a great opportunity to expand your skill level in using UDW+. We recommend that you become accustomed to the basics of UDW+ ad hoc reporting prior to requesting advanced training.

Duration: Customized

Target Audience: NYU financial reporting users who would like to learn advanced functionality.

How to Register: Please contact the DSG at askdsg@nyu.edu or 212-998-2900 to schedule a session.


Request for
Customized Training

If the listed course offerings do not meet your financial reporting training needs, and you would like to request a customized UDW+ training session for your department/unit, please contact the Decision Support Group.

askdsg@nyu.edu

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