Training

Within UBI there are numerous data sets available, all requiring certain access levels. During the UBI training process, we recommend users request the appropriate UBI responsibility in ESHARP.

Please review the ESHARP Responsibility Mapping Guide before registering with ESHARP.

This course is required for access to UBI.

Course Description
This course will focus on the navigation and basic functionality of UBI.

Course Objectives
1. Explain why the University implemented UBI.
2. Describe the steps necessary to get access to UBI.
3. Navigate within UBI.
4. Use the basic tool functionality.
5. Access all of the data in UBI that users accessed in Discoverer (for the available data points).
6. Create, use, and share bookmarks within UBI.
7. Describe some of the functionality available in UBI that extends beyond Discoverer replacement.
8. Find available support resources.

Format
This course is offered in an online format.  Online training is currently available for Finance and SIS.

Users requiring UBI access can complete any Intro to UBI course (Finance or SIS) to gain access. The same concepts and tasks are taught in each course - only the modules used for demonstration purposes are different.

Audience
The course is appropriate for any new user to UBI who needs access to (any of) the UBI modules.

NOTE: Current UBI Finance users are not required to take the SIS version of the course to receive access to the SIS modules (and vice versa); however, the appropriate SIS responsibility must be requested in ESHARP.

Prerequisites
None

Register
See "Current Offerings" below, or request a class.

This course is recommended for access to UBI Analytics (Qlik Sense). In some cases, this course may be completed in lieu of Intro to UBI to satisfy the training requirement when the user is only seeking access to modules on the UBI Analytics platform.

Course Description
This course covers the basic functionality and navigation of Qlik Sense in the context of UBI Analytics reports and dashboards.

Course Objectives
1. Describe Qlik Sense and its role in UBI reporting.
2. Compare and contrast Qlik Sense and QlikView.
3. Navigate within the Qlik Sense environment.
4. Use basic Qlik Sense functions.
5. Find available support resources.

Format
This course is currently offered in an online format. 
All 3 lessons must be completed for the training to register as complete.

Audience
This course is highly recommended for any user requiring access to UBI Analytics (Qlik Sense).  App-level access may also require additional roles as requested through ESHARP.

Prerequisites
None

Register
See "Current Offerings" below, or request a date.

In-person, structured training for users after they have completed Intro to UBI, and have spent time using the reporting environment. Workshops focus on "refresher" training or specific UBI modules and reports.

Course Description
UBI Workshops offer in-person support to users. Workshops generally include a review of navigation and functionality (UBI Refresher) or an overview of specific modules and time for Q&A.

Course Objectives
1. Forum for asking questions about the tool, reports and business cases.
2. Increase comfort level and ability using the tool.
3. Identify where to find additional support resources.

Format
Instructor-led, face-to-face session

Audience
Current UBI users

Prerequisites
1. Complete Intro to UBI
2. Have spent some time in UBI, using it to complete work

Register
See "Current Offerings" below, or request a class.

Course Objectives

1. Describe the difference between a Bookmark and the MySheet tab.
2. Create a customized MySheet object from copying an existing object.
3. Create a basic MySheet object from a new sheet object.
4. Access additional resources via the UBI Community.

Format
Instructor-led, face-to-face session; 3 hours duration.

Audience
Any UBI users, but preferably those that has spent some time using UBI. Users should have a solid understanding of using the core functionality of UBI and be able to execute basic reports. 

Prerequisites
Complete Intro to UBI

Register

See "Current Offerings" below, or request a class.

These open-house style sessions allow you to get hands-on assistance with creating UBI reports, navigating the UBI environment, or any other things you may need help with in UBI. No registration is required, but please RSVP on the UBI Community to let us know you're coming by.

It's suggested but not required that you request ESHARP access prior to enrolling in the course.

Online Offering

• Complete the Intro to UBI – Finance online course through the Learning application in Workday.
  • Click this link to enroll through Workday.
  • Click Enroll.
  • Complete all three lessons in the course.

It's suggested but not required that you request ESHARP access prior to enrolling in the course.

Online Offering

• Complete the Intro to UBI – SIS online course through the Learning application in Workday.
  • Click this link to enroll through Workday.
  • Click Enroll.
  • Complete all three lessons in the course.

Online Offering

• Complete the Intro to Qlik Sense online course through the Learning application in Workday.
  • Click this link to enroll through Workday.
  • Click Enroll.
  • Complete all three lessons in the course.

To enroll, click here.

Dates 

RSVP to the associated Event in the UBI Community to let us know that you will be coming.

Dates

UBI Workshops

UBI Refresher

To enroll, click here.

Dates