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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...

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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...

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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....

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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....

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February 16, 2023

Redesigned Knowledge Navigator launches with enhancements

UW-IT's Information Management team members, in collaboration with the Program Management Office, successfully launched the redesigned Knowledge Navigator (KN) application. Over the course of the past six months, development, interface refinement, testing and debugging have resulted in backend efficiencies and a streamlined experience for users.  Redesign launch and enhancements Knowledge Navigator’s redesign launched on Feb. 14 and while most of the work affected the backend of the application, KN users benefit from some enhancements:  Streamlined home page  Improved search features  Better Help functionality  Infrastructure improvements and efficiencies  Increased security  Updated Home page Knowledge Navigator's new Home page boasts a clean, contemporary...

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January 23, 2023

Knowledge Navigator gets a refresh, modernizes for information and business excellence

— Data freeze starting Feb 6 —  What is Knowledge Navigator?  Knowledge Navigator (KN) is the University of Washington’s web-based application that displays business terms, their definitions, and data relationships used by everyone at UW. KN provides context to data used across the University and is UW’s one source for finding and understanding information across critical subject areas (Student/Academic, Human Resources, Financial, Research Administration) which enables informed decision-making.  Knowledge Navigator Why is Knowledge Navigator being redesigned?  Since 2015, when Knowledge Navigator first launched, it has run in Microsoft Azure using a classic virtual machine. This virtual machine will no longer...

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January 12, 2023

Knowledge Navigator: Autumn Quarter 2022 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 45 UW Workday Terms 7 Finance Terms 5 Research Terms 1 Academic Term New structured objects or reports or other added 1 Diagram 2 Enterprise Reports 17 columns EDWPresentation database 26 columns UWSDBDataStore database 48 tables & 570 columns...

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November 6, 2022

How To: URM Status SQL Function in the EDW

Do you get tired of maintaining the same business logic in many data products and spending too much time updating the logic in all those products? Are you looking for one version of the truth across all your academic reports, data cubes, and dashboards? The BI Team has great news for you. The EDW supports the first academic data-related SQL function, URM (Underrepresented Minority) Status, to help you reduce business logic maintenance, improve code readability, and keep one version of the truth for Underrepresented Minority students. Imagine that instead of spending time on updating, let's say, 12 academic reports with...

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October 10, 2022

UW GL Cube undergoes redesign

We’re happy to announce the release of the newly redesigned UW GL (General Ledger) Cube. Kicked off in February 2021, the project is now completed and ready for use. Thanks to all the hard work of our developers from the DATAGroup and UW-IT ERA (Enterprise Reporting and Analytics), we updated the cube’s schema, making it easier to maintain, and making it more intuitive for finance users at all levels.  Why was the UW GL Cube redesigned? To attain increased cost efficiency To facilitate UW Finance Transformation To make general ledger data accessible across the UW Users can expect the redesigned...

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October 7, 2022

RPG New Dashboard Release: Time Schedule Course Enrollment Trends and Details

The Enterprise Reporting and Analytics team with the collaboration of the Report Prioritization Group released the newest addition to the BI Portal: Time Schedule Course Enrollment Trends What is the Time Schedule? The UW Time Schedule application lists credit classes offered at the University of Washington. The UW Time Schedule is updated daily and includes the following information and more: Status of courses Times, days, or locations of courses Instructors for all courses Section types (Lecture; Lab; Quiz; etc.) Learning types (Hybrid; All On-Line; No On-Line Learning) The Enterprise Data Warehouse (EDW) imports data from the UW Time Schedule system...

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