Get Help
Learn how to get access, find training opportunities, and log a ticket
EBI Troubleshooting
Before logging a ticket, please read our FAQs about EBI and consult the Job Aids provided below.
You can sign in to the Community Website and log a ticket for Emory Business Intelligence to:
- Report an Issue
- Request enhancements to new reports
- Request new reports in EBI
Job Aids
Access
Knowledge
All Emory Dashboards
Management Dashboards
- How to use the Account Administrator Roles Reference
- How to use the SpeedType Reference
- How to run the All Funds - Fund Balance Report
- How to run the All Funds - Position Report
- How to run the Business Officer Performance Management Dashboard
- How to run the Consolidated Performance Report
- How to run the PI Financial Portal (Staff Version)
Operational Dashboards
- How to use the SpeedType Reference
- How to run the Balance Sheet Transaction Detail Report
- How to run Budget to Actual Reporting
- How to run the Budget Transaction Detail Report
- How to run Earnings Distribution and Projection
- How to run the Encumbrance Transaction Detail Report
- How to run the Labor Transaction Detail Report
- How to run the Non-Sponsored Projects LTD Actuals Trend
- How to run the Revenue Expense Transaction Detail Report
Sponsored Dashboards
- How to use the Project Team Reference
- How to use the SpeedType Reference
- How to run the Award Analysis Report
- How to run Budget to Actual Reporting - Sponsored Projects
- How to run the Effort Analysis Report
- How to run the Effort Salary Cap Report
- How to run the Effort Status Report
- How to run Pediatrics Institute Benefits Lookup
- How to run the Sponsored Research Accounts Receivable Aging Report
- How to use the Sponsored Research Financial Summary
Training Opportunities
Introduction to Emory Business Intelligence eLearning (260744)
This introduction course covers navigation and dashboard basics in the Emory Business Intelligence (EBI) tool. This is the only required course in order to gain access to EBI.
The course is online and housed in the Emory Learning Management System (ELMS), so you may take it at your convenience. Please allow 45 minutes to complete the course and the assessment. Your grade will be recorded automatically in the ELMS.
- Log into ELMS
- Click Find Learning
- Search for course code 260744 in the search bar
- Enroll in and launch the eLearning
IMPORTANT: There is a 10-question assessment at the end of the course. You must pass the course with a score of 80 percent or higher.
REQUESTING ACCESS: After you have successfully completed the course, you MUST submit an Online Access Request form in Compass. Refer to the How Do I Submit a Request for EBI Access? job aid for detailed instructions.
If you experience issues enrolling in or completing the course in ELMS, please submit a ticket to the Finance Support Center and choose Emory Business Intelligence (EBI)/Reporting as your category.
Various instructor-led courses are offered throughout the year. You must complete the prerequisite eLearning course prior to attending any of the instructor-led courses. NOTE: Attending an instructor-led course will not grant you access to EBI.
Emory Business Intelligence Reporting (260351)
This instructor-led classroom training covers practical knowledge of how to run and retrieve Emory Business Intelligence (EBI) reports, including selecting prompts, saving customizations, drilling to see more specific data, and exporting data in various formats. Enroll in ELMS now!
Location: 1599 Clifton Road building, rm 1.380
Dates & Times: TBA
*Due to COVID-19, this course has been recorded and is now available ONLINE via ELMS.
Emory Business Intelligence Reporting (260351)
This online course covers practical knowledge of how to run and retrieve Emory Business Intelligence (EBI) reports, including selecting prompts, saving customizations, drilling to see more specific data, and exporting data in various formats. Enroll in ELMS now!
You must complete the prerequisite eLearning course (260744) prior to enrolling in this course. NOTE: Completing this course will not grant you access to EBI.
The Emory Analytics Training: Developer Course is a rigorous 12-week training program that enables users to develop localized reporting for their department or business unit. Participants will be trained in data governance, the report development process, analytic tools, and best practices. By the end of the program, participants will have completed a capstone project that meets a reporting need in their area and will have the skills to develop analytic reports for future needs.
Graduates of the program become Certified Analytic Report Developers (CARDs) and join the Emory Analytics Network, a community in practice for staff engaged in analytics from across campus.
This program is offered periodically throughout the year.
The Developer Course program has been postponed due to COVID-19. Please check back for the future program dates and application deadlines.
Who should apply?
The ideal candidate for the program will possess or demonstrate the ability to learn the following skills/characteristics:
Required Skills:
- Analytics and reporting should be a component of their regular job, part of their professional development plan, and/or an emerging business need in their organization.
- Demonstrated experience with the organizational business process to be analyzed and the underlying data.
- Example:
- Business process = Student recruitment vs. enrollment
- Underlying data = OPUS enrollment data combined with organization's internal recruitment and application system
- Example:
- Business Process = Faculty recruitment cost vs. hire rate
- Underlying data = Financial records in Compass detailing recruitment expenses combined with applicant data and new faculty count
- Example:
- Familiarity with currently available reporting for that business process.
- Willingness to work with stakeholders at a variety of levels within the organization.
- Be intellectually curious, adaptable, detail oriented
- Comfortable working with technology and openness to learning new tools
Preferred skills:
- Ability to translate business questions asked by stakeholders into meaningful analytic reporting
- Ability to grasp complex processes or systems
- Creative
- Logical
- Experience with analytics tools (i.e. Tableau, Power BI, Oracle)
Attendance:
Applicants MUST be available to attend all training dates in person.
Program Curriculum
Courses are held during the first half of the program (approx.. 6 weeks), with participants required to meet various milestones on their capstone projects during this time. The program syllabus is subject to change, but examples of courses that may be included are listed below.
- Data Governance & Institutional Research (One day)
- Objective: to provide program participants with a strong foundation in data stewardship best practices, policies, and procedures.
- Dashboard Development & Data Availability (Two days)
- Objective: to provide foundational training on the lifecycle of the development of a dashboard from the idea or request to a production-ready dashboard, and finally to maintenance mode.
- Stakeholder Engagement (One day)
- Objective: to provide strategies and tools for keeping your stakeholders active and engaged during the dashboard development.
- LITS Business Intelligence/Enterprise Data Warehouse (One day)
- Objective: this session will introduce participants to key partners in the LITS organization that support the data warehouse and the Oracle BI Platform.
- SQL Basics (Two days)
- Objective: to provide training on writing simple SQL queries to help prepare and analyze data sets.
- Analytics Tools Training (Five days)
- Objective: to provide training on various Oracle BI tools used to create dashboards.
Course Schedule
Due to COVID-19, the program has been postponed. Below you will find the original summary course schedule, for informational purposes only.
- July: Orientation and Kick-Off
- July - August: Training Classes Occur
- August - October: Capstone Project Development
- November: Capstone Showcase and Graduation
Capstone Project
The Capstone Project should address a business concern specific to the school/unit of the applicant that is not met by the current EBI reporting system. Projects should be defined, developed, and submitted with collaboration between the applicant, their sponsor/supervisor, and their CBO or equivalent.
If accepted, the applicant will present their Capstone Project to the Emory Analytics Network at a graduation event at the end of the program.
Apply
The 2020 program has been postponed due to COVID-19. Please check back in the future for application details.
Application deadline
The program has been postponed due to COVID-19 and applications are no longer being accepted. The program will be offered again, so check back for updated deadlines.
Questions?
View answers to Frequently Asked Questions or contact the Enterprise Data Analytics & Strategic Support team via the Finance Support Center and choose Emory Business Intelligence/Reporting for your ticket Category.