Introduction to Finance Data Warehouse

Questions?

For Reporting/formatting Questions in the Data Warehouse:

Nikki Anderson
Financial Services
664-2488
nikki.anderson@sonoma.edu.

Hayley Ross
Budget and Treasury
664-3926
rossha@sonoma.edu.

Asset Management Dashboard Questions:

Rhina Badia-Barrientos
Financial Services
664-2133
badiabar@sonoma.edu .

For Technical Questions in the Data Warehouse:

Cindy Miller
CMS
664-2099
Cindy.miller@sonoma.edu.

Need Access?

In order to obtain any access to PeopleSoft applications, you must first complete the necessary IT Administrative Request Form.

The Finance Data Warehouse is a reporting data warehouse for the CSU’s finance information. The Finance Data Warehouse includes an interactive web-based interface, dashboards of related reports, and other features to assist you in creating reports and managing your budget.

New to the Data Warehouse Training Session

  • Date: TBD
  • Location: CMS Training Lab - Schulz 2007, Second Floor of the Library
  • Time: 1:00 to 3:00 PM
  • Please register by emailing: Hayley Ross at rossha@sonoma.edu by no later than TBD, if you plan on attending.
  • There are 16 spaces available for the 6/14/17 training. Registration and confirmation is on a first-come, first-served basis.

This session will provide step-by-step information for using the basic features in the Finance Data Warehouse. We will cover how to search, select, format and customize report content for best results. We will also cover a couple recent enhancements to the Data Warehouse including the ProCard Transactions Report and the Payment ID Reference. We will further demonstrate how to create robust reports using the sections and prompt options. This session is intended for new users of the Finance Data Warehouse and anyone who wants to know what the data warehouse can do. Experienced Finance Data Warehouse users who want a refresher will also benefit from this session.

We will cover: