Reports and Analytics News
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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August 7, 2024
Introducing the Next Generation of Workday Finance Cubes
We’ve successfully navigated our first fiscal year (FY) with Workday Finance! Since its launch on July 1, 2023, our financial analysis tools have expanded significantly and continue to evolve. Now, a new generation of finance cubes is available in the BI Portal: the UW Balance Sheet Cube for FY 2024 and FY 2025, along with a new version of the UW Finance Cube for FY 2025. Note: If you are working remotely, you must be logged into Husky OnNet (VPN) in order to access some of the links in this article. For more information, refer to Husky OnNet. What is...
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July 17, 2024
Supporting Training Compliance: Two New Hazing Prevention Dashboards
The University of Washington is committed to fostering a safe and respectful environment for all students and employees. As part of this mission, the Office of Community Standards & Student Conduct (CSSC) offers an essential online training program on the dangers of hazing. Underscoring its critical importance, this training is mandatory for all incoming students and employees. To enhance the effectiveness of this program, UW-IT’s Reporting & Analytics team partnered with CSSC to develop two new dashboards, which are now available in the BI Portal! These dashboards track completion records for hazing prevention training, identify areas for additional outreach, and...
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July 15, 2024
Collaborating to Bring the Husky Card Dashboard to Life
The Husky Card is the official ID for the UW community, granting access to services like campus libraries, buildings, transportation, and entertainment. Husky Card Services (HCS), part of UW Housing & Food Services, is responsible for managing and issuing these cards. To provide comprehensive insights into Husky Card production and distribution data, UW-IT’s Reporting & Analytics and Administrative Services teams partnered with HCS to develop a custom dashboard. This dashboard is hosted on UW-IT’s Tableau server with access managed via a UW Group. Although not widely available, this dashboard shows a powerful data solution that emerged from a collaborative effort....
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June 18, 2024
Optimizing Insights: The Grant Manager Dashboard
We are thrilled to expand our suite of Grant Reporting resources with the new Grant Manager Dashboard! Note: To learn more about additional Grant Reporting resources, refer to Empowering PIs and Grant Managers: New Resources for Grant Reporting. 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. Similar to the Principal Investigator Dashboard, this dashboard splits data across six tabs—Sponsored Grants, Awards, Stand Alone Grants, Gifts, Grant Staffing, and Additional Resources....
June 17, 2024
Enhancing the BI Portal: Workday Dashboards and Worksheets
As of 7/1/24, the BI Portal catalog will include Workday Dashboards and Workday Worksheets! This enhancement: Aligns with the broader reporting strategy for UW Academy, which is to provide users with a one-stop-shop for all reporting needs, including available Workday resources. Allows users to discover additional Workday resources in the catalog. While a user’s security role limits which resources they can access in Workday, the BI Portal allows users to discover all available resources and view security information regardless of role, which they can use to request elevated access, if needed. About the New Workday Resources Workday Dashboards Workday Dashboards...
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June 6, 2024
Introducing Two New Finance Reports: Legacy Favorites Reimagined
The Reporting & Analytics team (R&A) and Finance DATAGroup are pleased to announce two new additions to the BI Portal report catalog. These new finance reports, which leverage Workday data, were inspired by the popular legacy reports "Paid FTE by Funding Source" and "Salary and Wage Detail". Introducing the New Reports! Workday Paid FTE by Fund Resource Group or Resource Workday Salary and Wage Expense Detail Workday Paid FTE by Fund Resource Group or Resource This report breaks down employees paid from a selected Cost Center(s) by employee type or spend category, including salary expense transfers. It outlines the number...
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