Under development - Finance Data Mart and financial reporting tool and survey – (Sept. 25, 2019 article)

September 25, 2019

Work is underway on a Finance Data Mart, which will provide business office staff with easier access to financial data. Together, ITS, Finance, Business Operations, and Human Resources are developing a Finance Data Mart to serve the needs of the Business Operations community.

Survey Request

This team would like to hear from the community to understand its current and future financial-reporting experiences and needs.  Please take a few minutes to fill out the Financial Reporting survey by Friday, October 4.
 
Reporting delivery begins in December 2019 and will culminate with the Financial Activity and Balances (FAB) report going live in March 2020. This report can be scheduled, is paginated, and will provide a package of financial reports for a specific set of Workday worktag (or COA) parameters, similar to the legacy Account Holder by PTAO report. They will be accessible via the Power BI Report server, and additional ad-hoc analysis will be available using the Power BI desktop tool (financial reporting tool).  
 
Look for information about receiving training on the use of Power BI coming this fall.