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Qlik Sense & Finance 101

Qlik Sense and Finance 101 is designed for William & Mary employees to gain baseline knowledge of the university's accounting structure and an introduction to navigating Qlik Sense.

Looking for information about Banner Account Codes? Watch this video to learn more. 

 

Introduction
Introduction

Qlik Sense Finance 101 is designed to be an introductory-level course.  Content will focus on primary Qlik Sense navigation and provide a simple overview of financial data at the university.

Qlik Sense & Finance 101 - Part 2
Qlik Sense & Finance 101 - Part 2

Part two focuses on primary Qlik Sense navigation, including how to access Qlik Sense, and introduces you to the key Qlik Sense terms.

Qlik Sense & Finance 101- Part 3
Qlik Sense & Finance 101- Part 3

Part three will equip you with the definitions of key financial terms, such as FOAPAL, Index, and Chart of Accounts, which will likely be encountered when managing finances at William & Mary and VIMS.

Qlik Sense & Finance 101- Part 4
Qlik Sense & Finance 101- Part 4

Part four encourages you to interact with Qlik Sense. This section includes an interactive Qlik Sense exercise using the Index FOAPAL Sheet to enhance vital financial terms and basic Qlik Sense navigation.