Units across campus are making UAccess systems work for them in all sorts of creative ways. The UAccess Speaker Series is your opportunity to hear what's working in your colleagues' departments.

Attend a currently scheduled presentation or request that a presenter come to your department meeting. Either way, you get to hear how your colleagues have used UAccess to streamline their business or solve challenges. Who knows what you might be able to put to work in your department?

You can become a UAccess Speaker Series presenter! 
Suggest a topic and we will work with you to create a presentation.

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All registration links are in the text blocks below.

Currently Scheduled

“Lean” Process Improvement

Are you wondering what “Lean” process improvement is all about? Do you know of Lean principles but are not sure how to apply them?

This presentation will give you Lean principles you can apply to improve your productivity, reduce administrative burdens, and map the processes you currently use. This content supports Strategic Plan Pillar 5: Institutional Excellence.

Lynda Silvain
Financial Analyst, Senior, Business Services
Division of Agriculture, Life and Vet Sciences & Cooperative Extension

Tuesday, October 1, 2019
10:30 am   – 11:30 am
Environmental and Natural Resources (ENR2) Room S215

Are you wondering what “Lean” process improvement is all about? Do you know of Lean principles but are not sure how to apply them? This presentation will give you Lean principles you can apply to improve your productivity, reduce administrative burdens, and map the processes you currently use. This content supports Strategic Plan Pillar 5: Institutional Excellence.

Who Should Attend:
This presentation will benefit all business employees from top-down; business office employees to assistant deans to see how efficiency in processes can be maximized. We’ll discuss how to drill down to the root cause of inefficiencies as well as analyze examples of how many steps are needed to process a reimbursement, Purchasing Card, or Shop Catalogs transaction.

Download Presentation Slide Deck:
http://live-uas-ua-community.pantheonsite.io/sites/default/files/uaccess_speaker_series_lean_process_improvement.pptx

View and share the replay of this session: Panopto Video

By Request / Archived

Automate your Data Cleaning Process with Power Query in Excel Revisited

You spoke and we heard you! Based on feedback from our session in the 2019 UAccess Symposium, we are happy to announce two hands-on Power Query workshops.
If you regularly download Analytics data into Excel and spend considerable time cleaning it up, or if you are simply curious to know a quick and easy way to reshape data, these workshops are for you. Power Query in Excel is a great way to automate your data cleaning process.

Workshop 1: Power Query, minutes to create seconds to impress!

Nathalia Garay, Business Intelligence Analyst, Housing & Residential Life
Gabriel Gonzalez, Senior Application Developer, Housing & Residential Life

Wednesday, July 24, 2019
9:30 pm – 11:00 pm
El Portal Ocotillo Conference Room

Please join us in this introductory workshop to Power Query. We will revisit how to transform raw data files downloaded from UAccess Analytics (or other systems) into clean data that is ready to be analyzed and presented. In addition to repeating the process we demonstrated at the Symposium, we will also throw in some new useful tricks.

In the first hour of the workshop, you will build 2 queries. The last 30 minutes will be lab time for you to ask questions and get one on one assistance with your own data.

Who is this for?
Employees familiar with UAccess Analytics, Excel and/or Power Query

Requirements to attendees
**Workstations will not be provided. Please bring your own laptop with Office 2016 or newer version.**

A step-by-step guide of the demos will be provided.

Workshop 2: Deep dive on Power Query

Nathalia Garay, Business Intelligence Analyst, Housing & Residential Life
Gabriel Gonzalez, Senior Application Developer, Housing & Residential Life

Wednesday, August 1, 2019
9:30 pm – 11:00 pm
El Portal Saguaro Conference Room

Are you hungry to learn more about Power Query? You can leverage Power Query to preform advanced data manipulation. Join us in this workshop as we explore different ways to merge datasets and apply advanced functions. Note: It is not required for you to attend Workshop 1 however we highly recommend you do.

In the first hour of the workshop, you will build one query and modify it based on different scenarios. The last 30 minutes will be lab time for you to ask questions and get one on one assistance with your own data.

Who is this for?
Employees familiar with UAccess Analytics, Excel and/or Power Query.

Requirements to attendees
**Workstations will not be provided. Please bring your own laptop with Office 2016 or newer version.**

A step-by-step guide of the demos will be provided.

Creating Simple Reports in OfficeConnect

UAccess Planning - Intermediate Users

Rosa Fung, Director, Business and Financial Analysis
College of Medicine (Tucson)

Tuesday, October 2, 2018
By invitation only

Creating reports in Adaptive Planning is great, but you could give those reports a more professional look using OfficeConnect. Come learn a few tricks from Rosa Fung as she demonstrates how to recreate Adaptive Planning Reports in OfficeConnect. The finished report will include budget vs. actual, relative date, and header.

There will be roughly 30 minutes of demonstration, then you will be given time (approx. 1 hour) and assistance to apply Rosa’s techniques to your own reports.

Who is this for?
Employees who have created reports in Adaptive Planning and wish to recreate those reports in OfficeConnect.

Requirements for attendees:
• You must have a basic understanding of these four terms in Adaptive: Levels, Accounts, Time, Versions.
• It is highly recommended that you understand your Adaptive instance.
• It is highly recommended that you understand of Pivot tables.
• Workstations ARE NOT provided. You must bring your own laptop with access to your instance of Adaptive Planning.
• Bring the report you wish to work on during the lab time.
• Please download and install OfficeConnect on your laptop prior to the class..

Rosa has provided her presentation which includes notes for the step-by-step processes she uses.
Printouts will not be provided in class, but you are welcome to print and bring your own copy.

Download and print presentation