Data Management Training & Resources

Tools & Applications

E-learning and other resources for applications managed by the WashU IT Data Management team.

Cognos Training

Cognos training is divided into two primary tracks: one for Report Users, or those who run but do not write reports, and one for Report Authors, or those who write custom reports in Cognos Analytics.

The Cognos Basics online training module is required for all Cognos users, including Report Users and Report Authors.

Cognos Report User Training

  • Cognos Analytics: Managing Shared Reports is for users who need to run, but do not write, reports. This self-paced online learning module is recommended for all Cognos Report Users.
    (Pending updates: current user interface may differ slightly from the screenshots in this training)
  • Resources for Users of Standard Reports

Cognos Report Author Training

  • Cognos Report Author Instructor-Led Training Series
    Offered through the MyDay program, this series consists of three levels of training for those who need to write custom reports in Cognos Analytics.
  • Cognos Analytics: Report Author Essentials is a brief introductory overview that demonstrates basic report building skills. This module is optional and does not replace the instructor-led Cognos Report Author training series.
    (Pending updates: current user interface may differ slightly from the screenshots in this training)
Data Documentation

Cognos Package and Datamart descriptions (Box login required)

Washington University Data Reference Model (DRM) (Box login required)

Tableau Resources

Site Administrator Training

Publishing to Tableau Server

Connecting Tableau Desktop to Azure Data Warehouse

WashU IT does not offer staff training for Tableau Public or Tableau Desktop. For additional resources, visit the Tableau Users Group page here.

Planning Analytics Applications

TM1 has been upgraded and now uses the name Planning Analytics. The following resources are designed for users of these applications.

Annual Budget

Consolidated Financial Reporting (CFR) Internal – Box login required
Consolidated Financial Reporting (CFR) External – Box login required

PAX (Planning Analytics for Excel) – Box login required

WUSM Planning (Resources maintained by the School of Medicine)