Finance Data Model

The Finance Data Model is a structured data foundation that organizes financial information for reporting and analytics. It supports consistent, accurate, and reliable reporting across the University and includes a comprehensive set of financial data elements documented in the Data Dictionary. To learn how to connect directly to the Finance Data Model and customize reports using Power BI Desktop, refer to the Customizing Interactive Reports with Power BI Desktop training.

Resources

Frequently asked questions

A Data Dictionary exists that identifies all the data in the Finance Data Model. The Data Dictionary can be found in the Power BI Report Server, in the Finance folder under Finance Training Materials and References (requires Workday Cost Center Financial Analyst (CCFA) role to see this page.

Open Power BI Desktop.

  1. Click ‘Get Data” then Analysis Services
  2. Enter the server name and click Ok
  3. Expand the Finance Data Model V2 database and click Finance or 1 of the perspectives (Sponsored Awards and Grants or General Financial – Depts) that you want to use and click Ok.

Individuals who require download access and the ability to edit reports in Power BI Desktop must have the Workday Role of Cost Center Financial Analyst and are required to complete the following courses: Finance Power BI Interactive Reports as the prerequisite to Customizing Interactive Reports with Power BI Desktop. To get credit for completing this course, you must achieve a score of at least 80%. Once you complete the Customizing Interactive Reports with Power BI Desktop training, send an email to askfinance@yale.edu with your score.

From the Interactive Reports Folder, hover over the report you wish to download and click on the 3 dots (More info). Then click “Download” on the pop-up window. See screenshots below.

Find Transform Data Button in the Home Tab of Power BI Desktop Click On Transform Data. The SQL Server Analysis Services database dialog box will appear. Click OK and the Navigator dialog box will appear. Based on your reporting needs select either the Sponsor Awards and Grants or General Financial – Depts. Then Click OK.

One of the most common causes of this error is the user is not connected to VPN or the VPN connection needs to be refreshed.

You can upgrade your copy of Power BI Desktop by:

This depends on the data you are seeking. Please refer to the Interactive report summaries.

The best and the fastest way is to select/highlight the URL of the browser and hit Enter Key.

In this section

Financial Reporting Vision

Workday Reporting & Tools

Financial Power BI Reporting

Finance Data Model