Finance Data Mart - New Interactive reports

November 11, 2020

The new Financial Data Mart Interactive Reports are targeted to be available on Monday, November 30, 2020.

  • Interactive Reports are launched from the Power BI Report Server.
  •  Virtual training begins on Tuesday, December 1, 2020 and is scheduled through 2021.

The Finance Data Mart Interactive Reports are the first set of interactive reports to be delivered to the Business Operations and Finance communities using the same platform as Account Holder Report by Person (AHR-PI) and Financial Activity and Balances (FAB) reports. Created using the Finance Data Mart Model, individuals can access data loaded from Workday and the Yale Budget Tool (YBT). These reports are available via the Power BI Report Server.

Interactive Reports that will be delivered on Monday, November 30:

  • Detailed Transactions Trend
  • Fund Balances
  • Payroll Details
  • Awards and Grants
  • Budget Variance Analysis 

Beginning on December 1, you may attend training.  If you are focused on Q2 Monitoring and Budget Analysis financial reporting, you will receive an invitation to the Finance Data Mart Interactive Reports training.