SRP301: Ad Hoc Business Intelligence Reporting


Course Objectives

  • Describe the flow of data to the data warehouse
  • Describe the use of subject areas to organize data
  • Create a new BI Answers request, including viewing and saving results
  • Perform common BI Answers tasks, including sort, subtotal, filter, format, and add formulas to a BI request
  • Create new dashboards including, modifying content, adding pages, and changing properties
  • Create different views of results including, titles, text, and charts
  • Combine multiple views into a dashboard layout



Delivery Method: On-the-job training – provided by agency.
Note to agency staff:  Please use the Participant Guide to facilitate on-the-job training.  The Participant Guide is located in the Course Materials and Resources section at the bottom of this page.

Prerequisites for Finance Power User Role:

  • SGN101: Introduction to SMART
  • SRP204: Introduction to Business Intelligence Reporting

Prerequisites for HR Power User Role:

  • Introduction to SHARP
  • SRP204: Introduction to Business Intelligence Reporting

Required Roles:

  • Finance Power User
  • HR Power User


Course Materials and Resources

Course Materials:

SRP301: Ad Hoc Business Intelligence Participant Guide (851 KB) [.pdf]


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