Serves as a single point and support for financial users requiring financial data, reports, or other information to support financial activities.
Welcome to Enterprise Analytics! The University of Florida utilizes Enterprise Analytics, powered by Cognos 11, a web‐based reporting solution for creating and running reports that includes financials, human resources, sponsored projects and student information data. The data in Enterprise Analytics is comprised of daily financial transactions and employee and student information data processed in myUFL. Within Enterprise Analytics, there are a variety of tools available for users. The graphic below provides a guide to the best tool for you based on how you use the data.
A guide for users on how to run and think about reports in Enterprise Analytics. Introductory Enterprise Analytics User Guide
Users of financial, payroll or student cubes will now use Analysis Studio (Dynamic Cubes) located inside Enterprise Analytics in their appropriate folders (Financial, Human Resources, etc.). Analysis Studio Quick Start Guide (FIT Cubes only)
Open labs and trainings are now available in Microsoft Teams to help you maximize the impact that Enterprise Analytics can have on your work! By joining the Team, you join a community of practice and access the latest trainings/communications surrounding Enterprise Analytics.
Enterprise Analytics – MFR Quick Guide provides helpful tips on how to access the reports. Reports prior to April 2021 will not contain links to source documents. Note: To access financial OnBase source documents, please verify that you have myUFL Security Role: UF_FI_UNIVERSAL_INQUIRY. Fund 143 Monthly Financial Reporting Guide explains the change in formatting to support project numbers as of October 2021.
Enterprise Analytics Toolkits What Tool Should I Use?
Questions about Enterprise Analytics & Reporting: Reporting-Services@ufl.edu Questions about this website: Finance Hub
To help financial users analyze data in effective ways, the CFO’s Office Financial Data Solution Center is actively working with UFIT, UF HR Training & Organizational Development and UF Research to increase resources.
As new quick tips or resources are created, they will be added to this site. Please contact us with any suggestions for additional resources!
What is the first step in analyzing any financial data? Stop and answer the following questions:
If you are unsure about any of these questions, it is probably a sign that additional questions should be asked to clarify.
Language is an essential part of this process – it is essential when we talk about information, reports, or data we have a common understanding of what they mean. This not only applies when thinking about the data (what “date” do you need?) but also when talking across functions, such as with IT staff.
The UFIT Data Terms for Finance provides definitions for key terms to use when talking with UFIT to ask questions about reports.
There are four main categories to think about when analyzing or thinking about your data questions.
The question you are trying to answer will probably fall into one of those categories, which can help determine how to analyze the data and some resources to find the information.
Excel is a powerful tool for analyzing data. Running reports in the Excel version, and then organizing the data in a Pivot Table, helps to organize very large amounts of data.
The How to Create a Pivot Table job aid provides a step-by-step guide to get you started.
Another way to analyze data is by applying the Index-Match formula, which searches the data for terms in a table. With the Sample Risk Term Table you can use the How to Use Index Match Formula to get started with flagging transactions that have any of the “risk terms” in the table. You can modify this table to create your own based on the needs of the department, the Fund Code, etc.
In addition to the resources above, the Reviewing Preliminary and Final Paylists guide provides helpful tips to get you started critically analyzing payroll data.
The HR Data Reports page provides information and direct links to other reports that can be useful when reviewing or validating your HR or payroll data.
A final step is to always stop again and validate the data and limit potential pitfalls. At this point, you should ask the questions:
A variety of short Excel classes are available throughout the year hosted by the UFHealth Educational Technologies team. There is no cost, classes are open to all UF, UFHealth, and affiliated employees.
Finance Hub contact form
UFIT Reporting Services: (352) 273-1415
General Accounting & Financial Reporting: (352) 392-1326