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Archives: Service News

News content type for use by UW-IT Services on IT Connect

**NEW OFFER: eSignatures Service Office Hours

eSignatures Service team is happy to announce that beginning 8/18/2023, we will be opening eSignatures Service Office Hours session every first and third Friday of each month from 11:00am to 12:00pm to answer your questions about DocuSign at the University of Washington.

The information on how to join this session is posted on eSignatures Service Office Hours and will be regularly updated with upcoming sessions’ dates and times in the Support section.

If you already have specific questions you would like to ask, please submit them ahead of time to eSignatures Help with the subject line “eSignatures Office Hours”.

We look forward to talking to you then!

ACTION REQUIRED: Use of UW Google with Shared UW NetIDs ends August 29, 2023 (Reminder #6)

A version of this reminder message was sent to owners and administrators of Shared UW NetIDs with a UW Google account on August 8, 2023. Messages included a customized list of Shared UW NetIDs, owned or administered by the recipient, and associated with UW Google services.

What is happening? 

Due to changes to the UW Google service, UW Google will be removed from all Shared UW NetIDs, effective August 29, 2023. Shared UW NetID owners—recipients of this message—must migrate UW Google content or delete data that is no longer needed (according to the UW Records Retention schedule and the UW Medicine Records and Information Governance). 

Any data that is not removed from these services will be deleted after August 29, 2023.

Please note that Shared UW NetIDs are not being deleted; only UW Google accounts and services for Shared UW NetIDs are being deleted. 

What is affected by this change? 

ALL Google and third-party products and services associated with a Shared UW NetID are affected. The following is a short list of critical services and/or uses that are impacted by the change: 

  • YouTube channels 
  • ALL YouTube channels set up using a Shared UW NetID are affected. 
  • To save the channel, including all stats (views, likes, comments, etc.), you must convert to a YouTube Brand account. 
  • The YouTube Brand account conversion process requires ten (10) days to complete, do not wait until the day before the shutdown to start this process! 
  • UW Google email (Gmail) 
  • Google Drive content 
  • 3rd party apps, websites, and services that the Shared UW NetID is used to log into 

What do I need to do? 

  1. At the end of this message, review the list of Shared UW NetIDs that you own. 
  1. Create a migration plan for email, files and business processes that must be retained. 
  1. Review alternatives to UW Google for Shared UW NetIDs. 

If the UW Google account is no longer needed, the owner should revoke access to UW Google services for the account using the Provisioning Request Tool (PRT). This will delete the UW Google account and data. 

An important note about email: 

If the Shared UW NetID account is used for communicating via email, the mail forwarding needs to be changed prior to August 29, 2023. Otherwise, the mail forwarding will be set to the owner’s personal UW email address on August 29,2023. Learn how to change the email forwarding from UW Google to UW O365. 

Is it possible to pay to keep services associated with Shared UW NetIDs? 

No, it is not possible. The removal of Shared UW NetIDs from use with Google services is driven by the requirement to comply with Google’s new terms of service, which define the use of Shared UW NetIDs as a violation of Google’s acceptable use policy. 

When do I need to migrate my data? 

All data that needs to be preserved in UW Google accounts for Shared UW NetIDs must be moved to a new location by August 29, 2023. All UW Google accounts and data for Shared UW NetIDs will be deleted after that date. 

WARNING: YouTube channels must be converted to a YouTube Brand account which requires ten (10) days minimum to complete. This process should be started no later than August 12, 2023. 

Can UW-IT help me migrate my data? 

Unfortunately, due to limited resources, UW-IT is unable to offer individualized data migration consulting or assistance. Your department’s IT group is your best resource for assistance and recommendations. 

Review alternatives to UW Google for Shared UW NetIDs and data migration guides. 

Can I stop receiving these reminders? 

You will receive periodic reminders about moving content from the affected UW Google accounts. If you prefer not to receive these messages, the owner of a Shared UW NetID can delete the UW Google account for a Shared UW NetID using the Provisioning Request Tool (PRT) by clicking “Revoke” next to the service. This will delete the UW Google account and all data.

Please note that only an owner of a Shared UW NetID will see it listed in the PRT and can act; Shared UW NetID administrators will not see the Shared UW NetID listed in the PRT and cannot perform this action.

ACTION REQUIRED: Use of UW Google with Shared UW NetID ends August 29, 2023 (Reminder #5)

A version of this reminder message was sent to owners and administrators of Shared UW NetIDs with a UW Google account on July 25, 2023. Messages included a customized list of Shared UW NetIDs, owned or administered by the recipient, and associated with UW Google services.

What is happening?

Due to changes to the UW Google service, the use of UW Google with Shared UW NetIDs will be eliminated, effective August 29, 2023. Owners and administrators of Shared UW NetIDs must migrate UW Google content or delete data that is no longer needed (according to the UW Records Retention schedule and the UW Medicine Records Retention schedule).
Any data that is not removed from these services will be deleted after August 29, 2023.
Please note that Shared UW NetIDs are not being deleted; only UW Google accounts and services for Shared UW NetIDs are being deleted.

What is affected by this change?

ALL Google and third-party products and services associated with a Shared UW NetID are affected. The following is a short list of critical services and/or uses that are impacted by the change:
YouTube channels

  • ALL YouTube channels that were set up using a Shared UW NetID are affected.
    • To save the channel, including all stats (views, likes, comments, etc.), you must convert to a YouTube Brand account.
    • The YouTube Brand account conversion process requires ten (10) days to complete. Do not wait until the day before the shutdown to start this process!
      UW email.
  • Google Drive content.
  • Third-party apps, websites and services that the Shared UW NetID is used to log into.

What do I need to do?

Review the lists of Shared UW NetIDs that you administer at the end of this message.

Create a migration plan for email, files and business processes that must be retained.

Review alternatives to UW Google for Shared UW NetIDs.

Contact the owner of the Shared UW NetID(s) to complete any retention work that you cannot do as an administrator.

IMPORTANT: Many Shared UW NetIDs were set up by an owner who is not actively using the account, relying instead on administrators to maintain. Please do no assume that the owner of a Shared UW NetID has taken necessary action for the upcoming changes. Contact the owner to confirm a plan of action for Shared UW NetID(s) before August 29, 2023.

If the UW Google account is no longer needed, the owner should revoke access to UW Google services for the account using the Provisioning Request Tool (PRT). This will delete the UW Google account and data.

An important note about email

If the Shared UW NetID account is used for communicating via email, the mail forwarding needs to be changed prior to August 29, 2023. Otherwise, any emails sent to the Shared UW NetID email address will bounce back to the sender as undeliverable after the UW Google services are removed on August 29, 2023. Learn how to change the email forwarding from UW Google to UW O365.

Is it possible to pay to keep services associated with Shared UW NetIDs?

No, it is not possible. The removal of Shared UW NetIDs from use with Google services is driven by the requirement to comply with Google’s new terms of service, which define the use of Shared UW NetIDs as a violation of Google’s acceptable use policy.

When do I need to migrate my data?

All data that needs to be preserved in UW Google accounts for Shared UW NetIDs must be moved to a new location by August 29, 2023. All UW Google accounts and data for Shared UW NetIDs will be deleted after that date.

WARNING: YouTube channels must be converted to a YouTube Brand account which requires ten (10) days minimum to complete. This process should be started no later than August 12, 2023.

Can UW-IT help me migrate my data?

Unfortunately, due to limited resources, UW-IT is unable to offer individualized data migration consulting or assistance. Your department’s IT group is your best resource for assistance and recommendations.

Review alternatives to UW Google for Shared UW NetIDs and data migration guides

Can I stop receiving these reminders?

You will receive periodic reminders about moving content from the affected UW Google accounts. If you prefer not to receive these messages, the owner of a Shared UW NetID can delete the UW Google account for a Shared UW NetID using the Provisioning Request Tool (PRT) by clicking “Revoke” next to the service. This will delete the UW Google account and all data.

Please note that only an owner of a Shared UW NetID will see it listed in the PRT and can act; Shared UW NetID administrators will not see the Shared UW NetID listed in the PRT and cannot perform this action.

UWODS and WDFinDataMart Databases now offering Workday HR/Payroll and Finance data

The Enterprise Data Warehouse (EDW) is a secure central repository that integrates data from many sources across the University. It stores current and historical data that are used to support operational reporting and strategic analysis. The goal of the EDW is to support better and faster data-informed decision making. For more information about the EDW and how it fits within the Enterprise Data Platform, refer to Enterprise Data Platform.

Introducing Workday Finance data to the EDW

The EDW is now providing Finance and HR/Payroll data from Workday with the introduction of two new databases: UWODS and WDFinDataMart. These databases went live in Production on 7/6/2023 as part of UW Finance Transformation (UWFT), and are now available for your reporting needs! For more information on how the EDW has been supporting UWFT, including dispositions of affected databases, refer to EDW for Finance Transformation.

New WDFinDataMart Database

The EDW’s FinancialSumMart will no longer be updated after the completion of FY2023 biennium. The new Workday Financial Data Mart (WDFinDataMart) is now providing the following data from Workday:

  • Accounting & Operational Journal Transactions
  • Grant & Financial Budgets
  • Current Budget Balances
  • Payroll Journal Line Detail

To learn more about WDFinDataMart, request access, or get support, refer to the WDFinDataMart Customer Portal.

New UWODS Database

The EDW’s Operational Data Store (ODS) will no longer be updated after the completion of FY2023 biennium. The new UW Operational Data Store (UWODS) is now providing the following data from Workday:

  • Financial Reference Data
  • HR/Payroll Data

To learn more about UWODS, request access, or get support, refer to the UWODS Customer Portal.

Additional Resources for Support

In addition to the customer portals noted above, there are a number of resources available to help users stay informed, ask questions, and get support with these new databases and the data they provide.

Join Us for Office Hours

Subject matter experts are available to answer any questions you may have about about the EDW and BI Portal every Friday from 9 am to 10 am.

You can either sign up ahead of time or drop by during the session:

Sign up – Trumba

Drop by – Zoom (During session only) 

Subscribe to Our Email Lists

Join our email lists to receive periodic updates for these new databases.

Email Us

If you have questions or would like to provide feedback, please write to edw-help@uw.edu with “UWODS” or “WDFinDataMart” in the subject line.

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.
  • Limit access by security role. If a user’s role does not allow access to a report, they are not able to find that report in Workday.
  • Do not capture other enterprise reports that exist outside of the Workday ecosystem. If a user only looks for a report in Workday, they may miss out on other useful resources, like the Enterprise Data Warehouse, to explore enterprise data.

The BI Portal, which initially launched in 2013, offers reports, cubes, and dashboards to explore institutional data available in the Enterprise Data Warehouse and other enterprise data sources.

BI Portal reports, cubes, and dashboards:

  • Reflect data from various subject areas: academics, advancement and alumni relations, core data, finance, human resources, property and space management, and research.
  • Include historical data.
  • Allow users to discover any report in the catalog. While a user’s security role determines which reports they can run, the BI Portal allows users to discover all available reports and view security information regardless of role.

Pulling it All Together: BI Portal’s Consolidated Report Catalog

On 7/18/23, the BI Portal finance report catalog expanded to include:

  • Workday Finance reports (finance data from FY2024 and later)
  • MyFD reports (finance data from FY2015 – FY2023)

This expansion provides several benefits for reporting users:

  • Filtering new resources – Three new tags are now available to quickly drill-down to applicable reports: WORKDAY FINANCIAL, MYFD REPORTS, and LEGACY DATA. These tags are available as filters on the Catalog page and as tiles on the Home page.

  • Searching across all enterprise reports – A consolidated catalog of rich report metadata allows users to search across all Workday and UW Academy reports in one user interface.

  • Discovering available reports and associated security information – In Workday, reports are assigned by security role. The security role not only determines which reports the user can run, but which reports they can discover. In the BI Portal, a user can discover any report in the catalog. While a user’s security role determines which reports they can run, this visibility allows users to identify potentially useful reports, check the Security Information tab to determine which roles have access, and then request elevated access, if warranted.

  • Identifying reports with legacy data – Non-Workday finance reports in the BI Portal reflect legacy data following the close of FY2023. This is also the case for the new MyFD reports. Development of new non-Workday finance reports is underway now that Workday production data is available.

Questions?

Please submit questions as follows to ensure they reach the appropriate team and get a quicker response.

If you have questions that relate to… Then…
  • The actual reports in Workday and associated data…
  • Access to Workday Reports…
 Use UW Connect Finance to search knowledge base articles and submit requests.
  • Reports in the BI Portal and associated data, excluding reports tagged with “Workday Financial”…
  • Entries in the BI Portal Catalog (for example, information on the report detail pages, metadata, links, etc.), including catalog entries for reports tagged with “Workday Financial”…
 Contact help@uw.edu with “BI Portal Finance Reports” in the subject line.

ACTION REQUIRED: Use of UW Google with Shared UW NetIDs ends August 29, 2023 (Reminder #4)

A version of this reminder message was sent to owners and administrators of Shared UW NetIDs with a UW Google account on June 27, 2023. Messages included a customized list of Shared UW NetIDs, owned or administered by the recipient, and associated with UW Google services.

What is happening?

Due to changes to the UW Google service, UW Google will be removed from all Shared UW NetIDs, effective August 29, 2023.

Owners of Shared UW NetIDs — recipients of this message — must migrate UW Google content or delete data that is no longer needed (according to the UW Records Retention schedule and UW Medicine Records and Information Governance).

Any data that is not removed from these services will be deleted after August 29, 2023.

Please note that Shared UW NetIDs are not being deleted; only UW Google accounts and services for Shared UW NetIDs are being deleted.

What is affected by this change?

ALL Google products and services associated with a Shared UW NetID are affected. The following is a short list of critical services and/or uses that are impacted by the change:

  • YouTube channels
  • Google Drive content.
  • Third-party apps, websites, and services that the Shared UW NetID is used to log into.

What do I need to do?

  1. At the end of this message, review the list of Shared UW NetIDs that you own.
  2. Create a migration plan for email, files and business processes that must be retained.
  3. Review alternatives to UW Google for Shared UW NetIDs.
  4. If the UW Google account is no longer needed, the owner should revoke access to UW Google services for the account using the Provisioning Request Tool (PRT). This will delete the UW Google account and data.

Is it possible to pay to keep services associated with Shared UW NetIDs?

No, it is not possible. The removal of Shared UW NetIDs from use with Google services is driven by the requirement to comply with Google’s new terms of service, which define the use of Shared UW NetIDs as a violation of Google’s acceptable use policy.

When do I need to migrate my data?

All data that needs to be preserved in UW Google accounts for Shared UW NetIDs must be moved to a new location by August 29, 2023. All UW Google accounts and data for Shared UW NetIDs will be deleted after that date.

WARNING: YouTube channels must be converted to a YouTube Brand account, which requires a minimum of ten (10) days to complete. This process should be started no later than August 12, 2023.

Can UW-IT help me migrate my data?

Unfortunately, due to limited resources, UW-IT is unable to offer individualized data migration consulting or assistance. Your department’s IT group is your best resource for assistance and recommendations.

Review alternatives to UW Google for Shared UW NetIDs and data migration guides

Can I stop receiving these reminders?

You will receive periodic reminders about moving content from the affected UW Google accounts. If you prefer not to receive these messages, the owner of a Shared UW NetID can delete the UW Google account for a Shared UW NetID using the Provisioning Request Tool (PRT) by clicking “Revoke” next to the service. This will delete the UW Google account and all data.

Please note that only an owner of a Shared UW NetID will see it listed in the PRT and can act; Shared UW NetID administrators will not see the Shared UW NetID listed in the PRT and cannot perform this action.

Questions?

Please contact the UW-IT Technology Service Center at help@uw.edu or 206-221-5000 with questions about the UW Google Changes Project.

DMS (DocFinity) Version 12.3 Upgrade PROD Released on June 21, 2023

Document Management System (DMS) released DocFinity v12.3 upgrade on June 21, 2023.

New Features:

  • DocFinity has added a new Document Viewer in addition to the existing Markup Viewer
    • The new Document Viewer is accessible via the “Document View” button or by changing default viewer in Preferences > Document View
    • Document Viewer is not a default and user needs to selected that option.
    • The new Document Viewer displays now supports all file types that can be rendered natively by the web browser (PDF, text, audio files, video files and more).
    • Additional differences between Document Viewer and Markup Viewer
      • PDFs larger than 30 MB will be displayed within Document Viewer without having to download the file
      • The entire PDF will be displayed, allowing you to scroll through pages rather than clicking page by page
      • Document loading time has been significantly improved in the majority of cases
    • Note: The new Document Viewer is not currently supported in the Safari web browser
  • A new Contact Support option has been added within the Help drop-down menu
    • Use this feature to submit UW Connect tickets for support
  • DocFinity now supports displaying the file’s MD5 Checksum as a metadata field

Notable Corrections

  • An issue that caused an error message to display when re-indexing a document has been resolved.  
    • An error would display if a user selected “Re-index”, but did not make any changes to the panel.  This is resolved.
  • An issue that prevented documents from displaying when the filename contained unsupported characters has been resolved.
    • Users will no longer be able to add files that contain unsupported characters in the document name.

EWS EVAL Release 22 is Now Available

Enterprise Web Services (EWS) has released an update in EVAL for multiple web services in support of UW Finance Transformation (UWFT). For an overview of how EWS is adapting to support UWFT, refer to EWS for Finance Transformation.

Final Scheduled EVAL Release

This is the final scheduled EWS EVAL release. The updates from this EVAL release will be deployed to PROD sometime after UWFT Go Live. Future releases are expected on an ad hoc basis.

What’s New in EWS Release 22

Web Service Overview of Release
FWS v2 (Outbound)
  • Removed inactive records from all FWS v2 /{Entity}/Branch and /{EntityHierarchy}/Branch resources. Inactive records are still available from the main resources.
  • Removed inactive records from the following FWS v2 resources. Inactive records will still be available from the main resources.
    • /AppropriationHierarchy/Tree
    • /FundHierarchy/Tree
    • /GiftHierarchy/Tree
    • /GrantHierarchy/Tree
    • /ProgramHierarchy/Tree
    • /ProjectHierarchy/Tree
    • /SpendCategoryHierarchy/Tree
  • Added the following endpoints for search within the FWS v2 /{Entity}/Branch and /{EntityHierarchy}/Branch resources:
    • Appropriation
    • Appropriation Hierarchy

For more information, refer to FWS Reference Data (Outbound) – Release 22. For support, refer to Support | FWS.
FWS Common Transactions (Inbound) There were no customer-facing changes for FWS Common Transactions (Inbound) introduced in this release. For support, refer to Support | FWS.
HRPWS v3 There were no customer-facing changes for HRPWS v3 introduced in this release. For support, refer to Support | HRPWS.

Action Required by 7/5/23 – Prepare for UWFT Go Live

Workday production data will become available at UWFT Go Live (7/6/23). To access this data, update the web service URL(s) for your solution(s) to point to the correct PROD environment(s). To learn more about web service cutover and key dates, refer to EWS for Finance Transformation.

Reminder – Request Access to FWS PROD

If you or your system/integration have access to an FWS environment today, this access will not automatically transfer to the FWS PROD environment at UWFT Go Live. You must specifically request access to this new PROD environment. For more information, refer to Preparation for UWFT Go Live – Request Access to FWS PROD by 6/2/23.

Join Us for FWS Inbound Office Hours

FWS Inbound Subject Matter Experts are available every Friday from 10:00am to 11:00am to answer your questions. If possible, please submit questions ahead of time to fws-support@uw.edu.

You can either sign up ahead of time or drop by during the session:

Preparation for UWFT Go Live – Request Access to FWS PROD by 6/2/23

The Enterprise Web Services (EWS) team is preparing to transition Financial Web Service (FWS) access for UW Finance Transformation (UWFT) Go Live.

Changes to FWS Environments at UWFT Go Live

When UWFT goes live, FWS v1 Outbound will freeze and FWS v2 Outbound and FWS Inbound will move to Production. At a high-level, these changes are summarized as follows:

FWS Offering FWS Environments Today FWS Environments at UWFT Go Live
FWS v1 Outbound Production (PROD) Still available, but data will be frozen.
FWS v2 Outbound Evaluation (EVAL) EVAL (Workday Sandbox tenant)

 

PROD (Workday UW tenant)
FWS Inbound Evaluation (EVAL); End-to-End Testing (E2E)

If you or your system/integration have access to an FWS environment today, this access will not automatically transfer to the FWS PROD environment at UWFT Go Live. You must specifically request access to this new PROD environment.

Requirements for X.509 Certificates for FWS v2 Outbound PROD

To access FWS v2 Outbound PROD, an X.509 certificate is required. The X.509 certificate must meet one of the following criteria in order to access FWS PROD at Go Live:

  • System/integration-based (e.g., coral-prod.engr.washington.edu)
  • Department-based (e.g., physoffice.phys.washington.edu)

If your X.509 certificate meets this criteria, you can reuse it when you request access to the PROD environment; however, please be aware that access to FWS v2 Outbound EVAL was previously provisioned for NetIDs (e.g., jdoe) and individual-based X.509 certificates (e.g., jdoe.cac.washington.edu)—in this case, a new certificate is required.

Action Required by Friday 6/2/23

Over the last three weeks, the EWS team has reached out to contacts who currently have access to FWS v2 Outbound and FWS Inbound EVAL environments to inform them that they must request access to PROD. If you have requested access (and updated your x.509 certificate, if needed) in response to this outreach, no further action is required.

However, if you have not received this outreach or have not yet responded and need access to FWS PROD at UWFT Go Live, please take the following action by EOD Friday, 6/2/23:

If you need access to… Then…
FWS v2 Outbound PROD
  1. Ensure you have an X.509 certificate that is system, integration, or department-based.
  2. Request access for FWS v2.
FWS Inbound PROD Request access for FWS v2.

If you have questions or concerns, please email fws-support@uw.edu.

EDW for Finance Transformation Release 21 is Now Available

Enterprise Data Warehouse (EDW) has released an update in UWODS and WDFinDataMart in support of UW Finance Transformation (UWFT). For an overview of how EDW is adapting to support UWFT, refer to EDW for Finance Transformation.

Monthly Scheduled Releases

Updates to UWODS and WDFinDataMart are released on the same monthly schedule. This allows us to better synchronize with Enterprise Data Platform’s release schedule for Finance Transformation. For more information, refer to the Data Availability Timeline.

Updated access to UWODS and WDFinDataMart data

If you HAVE ACCESS to EDW HR/Payroll and or Finance data in PRODUCTION today, you now have access to the same type of data in UWODS and WDFinDataMart without requiring a special request to access. We have updated the Getting Started l UWODS and Getting Started l WDFinDataMart guides accordingly.

What’s New in EDW Release 21

Database

Overview of Release
UWODS This release includes:

  • No new tables were added.
  • 38 new columns were added to existing tables.
  • Introduced Breaking Changes by renaming and removing fields in multiple tables.

New or Revised Frequently Asked Questions (FAQ) available –

  • Why are the PayComponentEarning columns in the PayrollResultLine view null? Should I use PayComponentGroup instead?

See FAQ | UWODS to learn more about this updated FAQ!

Known Data Issues are as follows:

    • Some Tables are missing data. Refer to Tables Missing Data | UWODS
    • Truncated data due to bad test data not following expected standards
    • Some definitions are unknown

For more information, refer to UWODS – Release 21. For support, refer to Support l UWODS.
WDFinDataMart This release includes:

  • Persistent keys have been implemented for 43 dim tables in WDFinDataMart. This will cause a one-time change to the SIDs in all of the dim tables.
  • There were no Breaking Changes introduced for this release.

Known Data Issues

  • Some Tables are missing data. Refer to Tables Missing Data | WDFinDataMart
  • Truncated data due to bad test data not following expected standards
  • Some definitions are unknown

For more information, refer to WDFinDataMart – Release 21. For Support, refer to Support l WDFinDataMart

EDW Release Schedule

We have already started working on next month’s release. Bookmark Release Notes | UWODS and Release Notes | WDFinDataMart to follow our progress.

Support Available to Transition Human Resource/Payroll Data from ODS to UWODS

When UW Finance Transformation (UWFT) goes live, the current state ODS database will be frozen and the UWODS database will be introduced. For more information, refer to Transitioning HR Data from ODS to UWODS.

Guidance for Writing Code Using Finance Data in WDFinDataMart and UWODS

We have provided a link on the UWODS and WDFinDataMart Sample Queries pages that take you to a resource where you can find sample queries for common finance related questions. This resource is under construction and restricted to current EDW and BI Portal finance data viewers. Use at your own risk.

You will find this link under the Finance Data Concepts and Queries section on these pages:

Join Us for Enterprise Reporting and Analytics (ERA) Office Hours

EDW Subject Matter Experts are now available during the Enterprise Reporting and Analytics (ERA) Office Hours every Friday from 9 to 10.
Please drop in to ask your UWODS and WDFinDataMart questions. You can either sign up ahead of time or drop by during the session:

EDW Data Load Status for Production and Test Environments

Based on our requests from customers, we have published a stand alone EDW Data Load Status page for both EDW Production and Test environments. This replaces the Data Load Status information that was previously embedded in the EDW help page. Please update your bookmarks accordingly.

EDP for FT Resource Available

EDP for Finance Transformation offers services that reflect the Foundation Data Model (FDM) and Finance Reference Data; however, because the changes to finance data are so transformational, we are not able to answer questions that are specific to your unit or provide guidance on how to use this data. Fortunately, there are various UWFT resources available to help with this aspect of the transformation and we’ve compiled a list of these resources on the Resources for Understanding Finance Transformation page. We will update this page as more resources are identified, so please watch for updates.