SUNY Business Intelligence Introductory Analysis Training for IR and Other Professionals (Finance Data)
The half day training for those interested in finance data will enable participants to create and share reports using the SUNY BI platform. Attendees will create custom data extracts from data from the SUNY Finance system. An online training manual will be provided. Participants will learn how to create data queries and to share the results of those queries with others. The session will include information on the SUNY System Administration Finance Data Warehouse, but the skills learned will be transferable to other SUNY BI data sets. Please note that this workshop is for State Operated campuses only.
This course consists of live instruction via Zoom and hands-on training from System Administration staff. Completion of one of these trainings is strongly advised prior to creating custom queries in the SUNY System Administration Data Warehouse.
Sponsored by the SUNY Center for Professional Development (CPD) and managed by Technical Program Manager Kris Lynch.
COURSE INSTRUCTOR
Jeanne Ball
Jeanne Ball started using Oracle Business Intelligence in 2014 when she joined the Binghamton University budget office as an analyst. Prior to joining the University, she had 15 years of database experience using Microsoft Access in the actuarial department of a life insurance company. During her time in the budget office, she became a valuable BI resource by creating customized financial analysis reports and dashboards for the University and assisting others with BI analysis. In 2022, Jeanne moved to the position of Associate Director of Finance for the Libraries at BU. Even with the change in position, she continues to use BI analysis extensively, and to aid others who need help. She is excited for the opportunity to help others across SUNY with creating custom financial BI reports.
Jeanne has a Bachelor of Science degree in Mathematics and a minor in English from College Misericordia (now Misericordia University). In her free time, she enjoys spending time with family, crafting, walking, and cheering for the Yankees.
COURSE PRICING
$50
Half Day Workshop
This class will be held via Zoom from 9:00 AM – 1:00 PM Eastern or 1:00 PM – 4:00 PM Eastern.
How to Pay
Payment Terms
- Full payment is required within 30 days of registration. If the campus intends to cover the registration fee, prior approval must be obtained; otherwise, the registrant remains responsible for payment should the selected method be denied.
- Completion badges will not be issued until full payment has been received.
FULL payment is required 30 days from the date of registration. If the campus denies the selected payment method, the registrant will be responsible for payment.
Cancel/Drop Period
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Cancellations received 31 or more days prior to the program: 100% refund
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Cancellations received 16 to 30 days prior to the program: 50% refund
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Cancellations received 15 days or fewer prior to the program: Not eligible for refund
No Shows
Programs have limited space and tend to fill to capacity. Individuals registered have reserved a space in the program. Registrants who do not attend will be charged the full registration fee. Refunds will not be issued for any registration in which a no show occurs, and written cancellation was not received prior to the event.
Click to view SUNY CPD Terms & Conditions Policy.
Click to view SUNY Refund Policy.
2027 Course Dates
Spring 2027
- Tuesday, March 3, 2027 9:00 AM – 12:00 PM Eastern
- Wednesday, May 5, 2027 9:00 AM – 12:00 PM Eastern
Contact Us
Questions? Email cpdinfo@suny.edu or call 315-214-2440. To ensure your inquiry reaches the appropriate team, please include the program name in your message.