From the Top: University Financials and the Finance Data Warehouse
Friday, 10/31 @ 11 AM PST via Zoom
Watch the Presentation on YouTube
Learn how university funding is tracked, organized, and reported. This session introduces the Finance Data Warehouse within the CSU Common Financial System (CFS). Using the Financial Summary as of Period Report, you'll learn not only how to select finance data for reporting, but also how to view budgets, actuals, and encumbrances, and learn how to export data to Excel or Google Sheets for further use.
This is for anyone who wants to understand how to pull financial reports from CFS and read them with confidence.
From the Top: Using University Financials in Excel
Friday, 11/14 @ 11 AM via Zoom (click here to register via Zoom)
Learn how glean insights from university financials by exporting them to Excel (or Sheets). This session focuses on working with Finance Data Warehouse downloaded (.csv) data in Excel. You'll learn how to use key functions and features pivot tables to summarize data. As well, custom categorization of data using VLOOKUP() is explored to bring abstract financials into meaningful context.
This is for anyone who works with downloaded CFS reports and wants to organize, interpret, and share financial data more effectively.
The following trainings will be rescheduled for Spring 2026
- From the Top: Conversing with Your Data Through ChatGPT
- From the Top: Calculating Instructional Costs