Caltech Data Warehouse: User Guides and Materials
Training Slides and Videos
- Getting Started with OBI (Video)
- Introduction to Financials (Video)
- Introduction to Financials (PowerPoint)
- Introduction to Financials (PDF)
- Costs and Commitments (Video)
- Costs and Commitments (PowerPoint)
- Costs and Commitments (PDF)
- Labor Distribution (Video)
- Labor Distributions (PowerPoint)
- Labor Distribution (PDF)
- Summaries & Award Installments (Video)
- Summaries and Installments (PowerPoint)
- Summaries and Installments (PDF)
User Guides
Data Logic Guides
Quick Guides
- Frequently Asked Questions - Excel File
- Cost Details - Hints and Tips
- Cost Transfers and Tax Rounding
- Customizing Reports and Saving Prompts
- Customizing OBI Pivot Tables
- Exporting Reports
- Exporting to Excel - Creating a Pivot Table
- LD - Before You Start
- PTA and Expenditure Type Validations
- Setting My Default Dashboard
- What is a Data Warehouse?
Report Guides
Tip of the Day
Troubleshooting Guides
OBI News
- Mar 2022 - AiM Work Order Costs, New Columns in ITD Summary (Export), Why don't I have the same columns on my report as somebody else?, New User Guide - AiM Work Order Costs, Tip of the Newsletter!, Upcoming Training
- Feb 2022 - LD Non-Zero Suspense Balance, Outstanding Commitments, Why is this commitment active?, LD Access, Upcoming Training
- Nov 2021 - LD That May Hit Suspense, Actuals vs Roll-ups, Customizing Pivot Tables, Upcoming Training
- Aug 2021 - New OBI Email & Reports, Training Sessions, User Corner, and Tip of the Day
- Feb 2021 - NIH Salary Cap Reports, Training Sessions, Resources, and Tip of the Day
- Nov 2020 - LD Reports, Training Sessions, Resources, and Tip of the Day