Full course description
This workshop will cover how to export account and budget data from WyoCloud Financial Management into Excel and use basic pivot table features to analyze and interpret your data. We will focus on the Account Analysis report with budget data included. The session will conclude with a chance to explore your own data and ask questions.
Please note that this workshop is narrowly focused on specific pivot table functions for your financial data and will NOT provide an in-depth look at building and using pivot tables. We highly recommend taking the Excel: PivotTable Basics workshop to complement and expand on this specific training.
Prerequisites: UW employment and access to WyoCloud Financial Management
Date/Time: Sept.26, 9:00-10:30 AM
Location: Information Technology Center, room ITC171
Instructors: Alec Muthig, Carrie Gose, Peter Shumway, and Kaylen Harrison-Hopkins
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- Please make sure to arrive at least 5 minutes before the class is scheduled to begin.
- If you are not on campus and would like to attend this course remotely via Zoom, please email a request to at least 24-hours before the listed start time. Remote course attendance is not available for all workshops, and may have specific requirements.