Reports and Analytics News
March 28, 2025
Reducing Redundancy: Retiring the “How Many” Reports
To reduce redundancy in the BI Portal catalog, we have retired six academic reports in favor of more robust Tableau dashboard alternatives. These reports were officially retired on March 27, 2025. The following table outlines the retired reports and their recommended alternatives: Retired Report Alternative Tableau Dashboard How Many Degrees by College Degree Summary Degree Summary – Unit Comparisons How Many Credit Hours by College Trends in Student Credit Hours How Many Students by Department Enrollment Summary Enrollment Summary – Unit Comparisons How Many Students by College How Many Students by Campus How Many Students at the University Why Use...
March 19, 2025
Introducing the New UW Summarized Cube!
The Reporting & Analytics team (R&A) and Finance DATAGroup have released the new UW Summarized Cube! This cube provides a multi-year view into actuals and budget1 data, summarized at the month level for fiscal year 2024 through the present. What is a Cube? A data cube is a powerful analysis tool, which allows users to quickly and easily slice and dice data across multiple dimensions, in a single view. For an introduction to cubes, including their benefits over traditional analysis tools such as reports, refer to the What is a Cube introductory video. Note: If working remote, you’ll need to...
March 6, 2025
Enhancing Invoice Tracking with the Grant Manager Dashboard
A new version of the Grant Manager Dashboard is now available, which improves visibility into outstanding invoices for grants in Closeout in Progress or Expired status. These enhancements highlight invoices that require attention and help Grant Managers take timely action, ensuring compliance and preventing delays. This article introduces these enhancements and explains how to access them within the Grant Manager Dashboard. About the Grant Manager Dashboard The Grant Manager Dashboard displays grant data, which is tailored to the Grant Manager logged into Workday. This gives Grant Managers a central place to find grant-related content that is specific to them. This dashboard...
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February 10, 2025
Supporting Compliance: The Bridge DEI Employee Course Completion Dashboard
The University of Washington is committed to creating a welcoming and respectful learning, working, and living environment. In support of this commitment—and in compliance with Washington state law (Senate Bill 5227)—the UW offers Cultivating Community at UW: Anti-Racism and Diversity, Equity, Inclusion, and Belonging (DEI&B). This 2.5-hour online course educates our community on topics such as racism, disability and accessibility, and LGBTQ+ identities; highlighting how these issues affect colleagues and students at the UW. The module-based format allows participants to complete the training at their own pace. This course is required for new employees hired after June 30, 2022, who...
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January 31, 2025
Introducing the Grant Spend Verification Tool
We’re thrilled to announce the release of the Grant Spend Verification Tool—a solution that simplifies grant expense tracking and compliance. This tool provides a clear view of expenses by grant and fiscal period, streamlines the verification process with built-in commenting and electronic signatures, and securely stores records for the required retention periods. With this tool, reviewing your grant expenses and staying in compliance is more efficient, transparent, and reliable. Collaborating to Meet Requirements Creating this tool was a true team effort! DATAGroup (UW Finance Planning & Budgeting) provided subject matter expertise, gathered user requirements, and shared feedback to guide development....
January 8, 2025
Enhancing Workday Worktags with Embedded Reports
We’re excited to share a major enhancement in Workday: embedded reports are now available directly within Award, Grant, Cost Center, and Gift worktags! This update simplifies workflows by providing instant access to balances, activities, and budget-to-actuals data. With this enhancement, users are able to view relevant worktag data in one place, without needing to run separate reports! This article breaks down these enhancements by worktag and explains how to display these new reports within the Workday interface. Award Worktag The Award Line Budget to Actuals report is now embedded within the Award worktag. This report provides some grant attributes, budget,...
January 2, 2025
Partnering for Progress: The Power of Business Intelligence
Have you ever spent hours on a repetitive data task—perhaps it’s a quarterly report or a response to a frequent inquiry—only to wonder, “Is this the best use of my time?” Are you populating forms, cleaning up spreadsheets, or cross-referencing numbers? What could you accomplish if these processes were streamlined or even automated? More time for strategic projects? Campus outreach? Maybe just a chance to step back and focus on the big picture? This is where the Business Intelligence (BI) team comes in. We specialize in transforming how you access and use data. Through reports, cubes, and dashboards, we simplify...
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December 4, 2024
Workday Adaptive Planning Reports: Continuing the BI Portal Catalog Expansion
Thanks to collaboration between UW-IT’s Reporting & Analytics, Web Applications team and FPB: Budget, Planning, & Operations (BPO), the BI Portal report catalog now includes Workday Adaptive Planning reports! The updates deployed to the BI Portal on 12/4/24. What is Workday Adaptive Planning? Workday Adaptive Planning is a cloud-based financial planning and analysis tool, which: Resides within the Workday platform, leveraging data from both the Workday HCM and Finance modules. Provides comprehensive insights for streamlined planning and budgeting processes. Delivers accurate and complete financial information. Supports the development of UW’s annual operating budget. For more information about this tool, refer...
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November 19, 2024
Introducing the Student Employees Dashboard
Thanks to a collaborative effort between UW-IT’s Business Intelligence (BI) and Web Applications teams, along with valuable input from the School of Nursing, the Student Employees Dashboard is now available in the BI Portal! Turning Ideas into Insights The Catalyst for Development The dashboard project began with a request from a department within the School of Nursing, which relied on manual queries of the Enterprise Data Warehouse (EDW) to access student employee data. Although effective, this method required a manual process and technical expertise. The department needed a more efficient, user-friendly solution that could be easily accessed by all staff....
September 30, 2024
Announcing Updates to the UW Finance and UW Balance Sheet Cubes
The Reporting & Analytics team (R&A) and Finance DATAGroup have released new versions of the UW Finance Cube and UW Balance Sheet Cube for FY 2024 and FY 2025! Thanks to user feedback, the following updates are now available! Drill-through functionality for Workday journals (UW Balance Sheet Cube/UW Finance Cube) You can now connect directly to a Workday journal from the cube with just one click. This feature makes it easy to view detailed journal entries after drilling through to journal line details. New dimensions (UW Balance Sheet Cube/UW Finance Cube) UW Balance Sheet Cube: BudgetDate JournalFirstPostedDate UW Finance Cube:...
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