Training

Wikis

Each subject area maintains a wiki - a collaborative web site where the business analysts document their subject area's procedural information, such as data definitions, report field lists, unique methodology considerations, etc. Select the link below to view the wiki of the subject area you are researching:

Campus Workforce Planning

Financials

Payroll

Permanent Budget Reporting

PI Portfolio

Procure to Pay

Student Applicants

Student Curriculum 

Student Demographics & Outcomes

Student Financials & Financial Aid

Workforce Detail

Workforce Summary

General 

These materials cover basic Cal Answers functionality available on most dashboards regardless of subject area. 

Student Data

     Dashboard Overviews & Homework 

Office Hours

Campus data analysts are currently offering Cal Answers Office Hours to assist new and continuing users with questions about how to access, retrieve, and interpret data within the Student Data subject areas:

  • Student Applicants
  • Student Curriculum
  • Student Demographics & Outcomes
  • Student Financials & Financial Aid 

Learn more and sign up!

UCPath HR Workforce Detail Dashboard Demo Release 2

Sign up and attend a webinar for the latest update to the HR Workforce Detail Dashboard.

Update 7/12/19: They were originally scheduled for July 18 and 25, but we are moving these likely to early August so that we can demo additional report tabs we are close to releasing. We will post the new dates once we have decided on them.

Cal Answers Financials* Basic Navigation Training

Want to learn how to navigate the Cal Answers Financials General Ledger & Multi-Year subject areas to access, format and print your data tables?

Review the Cal Answers Financials Basic Navigation Training slide presentation.


At the end of this training you will have practiced:

  • Logging in and accessing the Cal Answers Financials General Ledger and Multi-Year dashboard reports

  • Applying filters to access unit-specific financial data sourced nightly from BFS

  • Managing the layout of the data tables by moving and hiding columns

  • Saving customized views of your data for future reference and sharing with your colleagues

  • Printing and exporting data tables and charts

This training is open to all UC Berkeley staff and faculty who have access to Cal Answers Financials reporting dashboards. If you have access to the BAIRS Financial Reporting module you were automatically granted access to Cal Answers Financials.

Not sure if you have Financials access?

Review the FAQ How do I find out if I have access to Cal Answers Financials?  for how to check your current access levels.


You can learn how to request Cal Answers Financials access on the Access Financials page.

* This hands-on functionality class is trained in the Cal Answers Financials General Ledger dashboards, but all of the functionality covered is subject area agnostic and works the same in all Cal Answers subject areas, including Human Resources Reporting, Payroll and Student Data.

Financial Management Reporting