Basic Navigation

A variety of resources are available to help you gain the foundational skills of using a dashboard report, filtering data, and customizing, printing, and exporting reports. These skills apply to dashboards across all subject areas.

Self-Study

Cal Answers Basic Navigation is a web-based self-study course that describes Cal Answers functionality along with hands-on step-by-step guide exercises for you to practice. The course is always available so you can complete it on your own schedule.

Instructor-Led Courses

Instructor-Led Courses

Cal Answers Basic Navigation - Financial

Working in small groups, the Cal Answers Basic Navigation - Financial instructor-led course has a series of challenges to solve using the basic navigation skills covered in the Cal Answers Basic Navigation self-study course. On completion of the course, you’ll be able to determine which dashboard and report to use to answer your questions and how to use prompts, report features, customizations, and documentation to work efficiently and confidently.

Prerequisite: Cal Answers Basic Navigation self-study

  • Thursday, July 8, 10am-12pm  Enroll
  • Tuesday, August 10, 1-3pm  Enroll
  • Wednesday, September 8, 10am-12pm  Enroll
  • Thursday, October 7, 1-3pm  Enroll
  • Wednesday, November 17, 10am-12pm  Enroll
  • Tuesday, December 7, 1-3pm  Enroll

Cal Answers Basic Navigation - Student Data

Working in small groups, the Cal Answers Basic Navigation - Student Data instructor-led course has a series of challenges to solve using the basic navigation skills covered in the Cal Answers Basic Navigation self-study course. On completion of the course, you’ll be able to determine which dashboard and report to use to answer your questions and how to use prompts, report features, customizations, and documentation to work efficiently and confidently.

Prerequisite: Cal Answers Basic Navigation self-study

  • Thursday, July 15, 2-4 pm  Enroll
  • Monday, August 23, 1-3 pm  Enroll
  • Friday, September 17, 2-4 pm  Enroll
  • Wednesday, Oct 20, 10-12 pm  Enroll
  • Tuesday, Nov 9, 10-12 pm  Enroll
  • Wednesday, Dec 15, 10-12 pm  Enroll

Job Aids

Videos

Wiki

Wiki documentation describes dashboards, reports, and the data available in those dashboard reports.

  • Dashboard pages provide an overview of the dashboard, the data source and update schedule, comparison with similar dashboards, and a listing of the reports in the dashboard.
  • Report pages describe the report purpose and key questions that can be answered, prompts/filters you can use to define the data included in the report, descriptions of the report views, drill-down functionality, and other important information specific to the report.
  • Data Dictionary pages

Office Hours

Campus data analysts are currently offering Cal Answers Office Hours to assist new and continuing users with their questions about how to access, retrieve, and interpret data.

To schedule a 30-minute session, contact the Cal Answers Help Desk at calanswers-help@berkeley.edu or 664-9000 (ext. - option 1, then option 2). Please provide the Cal Answers question(s) you hope to address at the session.