Reports and Analytics News
May 13, 2024
Empowering Users: Knowledge Navigator’s New Engagement Features
Knowledge Navigator is a web-based application that allows UW data users to explore key concepts from subject areas including Academic, Finance, Human Resources, and Research. The tool also visually demonstrates how key concepts are linked to data objects like reports and tables. Content for Knowledge Navigator is developed by business and/or technical subject matter experts and then vetted by data custodians before becoming available in the tool. While users could always provide feedback on this content by submitting a ticket to the Help Desk, there are now two new features that make it easier for users to engage with specific...
Read Empowering Users: Knowledge Navigator’s New Engagement Features
April 23, 2024
Introducing the New UW Finance Cube!
Exciting news! The Reporting & Analytics team (R&A) and Finance DATAGroup have released the new UW Finance Cube! This represents a major advancement in connecting users to Workday data, providing greater flexibility over traditional Workday reports. As of 4/23/24, this resource is now available to authorized users through the BI Portal. Note: You must be logged into Husky OnNet (VPN) in order to access the links in this article. For more information, refer to Husky OnNet. What is UW Finance Cube FY 2024? The UW Finance Cube offers a comprehensive view of UW Finances for Fiscal Year 2024, including revenue,...
March 28, 2024
Empowering PIs and Grant Managers: New Resources for Grant Reporting
For many Grant Managers and Principal Investigators, the implementation of Workday Finance marked the beginning of a journey—for answers, efficiencies, and reports, but most importantly, data. Along the way, these folks have come across Office Hours and Webinars, UW Connect articles and wiki pages, seeking answers and sharing gaps and pain points, all of which have supported us as we develop solutions. While there is still more work to do, the Finance DATAGroup, with support from UW-IT Reporting & Analytics, is thrilled to announce three new Grant Reporting resources to provide clarity and support for grant management. Introducing the New...
Read Empowering PIs and Grant Managers: New Resources for Grant Reporting
February 7, 2024
Streamlining Security for Admissions Reporting in the BI Portal
Two resources in the BI Portal leverage the same data: UW Admissions Cube and All Applications Report. In an effort to streamline security for this data, we recently deployed security updates to both of these resources. Why was this change necessary? Historically, access to the UW Admissions Cube and All Applications Report was managed separately, meaning that a user could have access to one resource, but not the other. This change allows us to grant user access at the data level, which ensures consistency in data management. I no longer have access. What should I do? The data accessed through...
Read Streamlining Security for Admissions Reporting in the BI Portal
January 2, 2024
Complying with Federal Grant Reporting Requirements: The New SF425 Report
As of 12/29/23, the BI Portal now includes Release 1 of the SF425 report! This report allows Grant and Contract Accounting (GCA) to pull data from Workday into the SF425 Federal Financial Report, which is required to report on a grant’s cumulative expenses. This report was developed in collaboration between the BI Portal and DATAGroup teams. Check out the SF425 report in the BI Portal to learn more! Why is the SF425 report a big deal? For Release 1, the report pulls data for any reporting period that ends on 7/1/23 or later and displays the results within the SF425 form, in...
Read Complying with Federal Grant Reporting Requirements: The New SF425 Report
December 12, 2023
Exploring Non-Numeric Grade Values: A New Academic Dashboard in the BI Portal
As of 12/5/23, the BI Portal now includes the Non-Numeric Grade Frequency Distribution dashboard! This dashboard allows users to explore trends in grading patterns, missing grades, and other non-numeric grade outliers across UW academic departments. It reflects rolling data from the last 12 quarters and is intended for advisors, registrars and academic service leaders. Check out the Non-Numeric Grade Frequency Distribution dashboard in the BI Portal to learn more! What are non-numeric grade values? These are values assigned to a student’s transcript that do not follow the standard numerical grading system (4.0 scale). The following non-numeric values are included in...
Read Exploring Non-Numeric Grade Values: A New Academic Dashboard in the BI Portal
October 23, 2023
Bridging the Divide: Three New Finance Reports in the BI Portal
It’s been three months since the UW went live with Workday Finance and as the dust settles across the financial ecosystem, bumps and crevices, once hazy and undefined, are coming into focus. As users adapt to the tools and processes of the Workday era, some areas are proving to be more difficult to navigate than others—reporting is one of these areas. The BI Portal is hoping to bridge this gap through an iterative expansion of its catalog. Collaborating to Meet User Requirements Teamwork makes the dream work, and while the new reports exist in the BI Portal, they would not...
Read Bridging the Divide: Three New Finance Reports in the BI Portal
October 17, 2023
Workday HCM Reports: Continuing the BI Portal Catalog Expansion
The BI Portal report catalog now includes Workday Human Capital Management (HCM) reports! These updates were deployed to the BI Portal on 11/1/23. Finding Workday HCM Reports Today Historically, the Workday HCM Report Catalog was stored in Knowledge Navigator and supported by the Integrated Service Center (ISC) to reflect all custom reports available in Workday’s HCM module. While these reports are now available in the BI Portal, they will remain in Knowledge Navigator until 11/30/23, along with a page announcement, to give users time to adapt to this change. Understanding the “Why” Behind this Change The goal of BI Portal...
Read Workday HCM Reports: Continuing the BI Portal Catalog Expansion
June 28, 2023
Reimagining Reporting: The BI Portal and Workday Finance
To support UW Finance Transformation and the implementation of Workday Finance, the BI Portal report catalog has expanded to include Workday Finance and My Financial Desktop (MyFD) reports, providing a one-stop shop for users across the UW Academy. These updates deployed to the BI Portal on 7/18/23. Setting the Stage: The New UW Reporting Landscape Workday Finance, which went live on 7/6/23, offers various financial reports, which users can access from within the Workday application. While these reports provide valuable insights into important data, there are some caveats. Workday reports: Reflect data from limited subject areas: human resources/payroll and finance....
Read Reimagining Reporting: The BI Portal and Workday Finance
April 24, 2023
Knowledge Navigator: Winter Quarter 2023 Metadata Update
UW Metadata Manager, Keith A. Van Eaton, from Information Management’s Enterprise Reporting & Analytics team, has added or updated metadata objects in Knowledge Navigator. In their ongoing partnership, the UW’s data domain stewards, subject matter experts, and metadata manager ensure metadata objects are vetted and approved so that UW data users have a common understanding around UW data. New terms added 20 UW Workday Terms 3 Academic Terms Existing terms updated per Core Term Vetting Group and Data Governance Approval Please refer to the Metadata > CTVG wiki and expand the Published Core Terms section to see the latest approvals....
Read Knowledge Navigator: Winter Quarter 2023 Metadata Update