Reminder: Finance Data Mart Interactive Reports and Desktop Training

    July 28, 2021

    Summary

    Details

    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 the 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.

    The 3-hour Finance Data Mart Interactive Report Training will focus on the Power BI Report Server and the Interactive Reports. This class will introduce you to the new Interactive Reports using your data. 

    The 2-hour Finance Data Mart Power BI Desktop Training will focus on functionality for modifying the Interactive Reports using the Power BI Desktop tool through exercises using your data.                         

    NEW! The 1-hour Finance Data Mart Power BI Desktop Basics Training will focus on basic log on and navigational functionality using the Power BI Desktop tool. This class is designed for the recipients of modified Interactive Reports using the Power BI Desktop. If recipients of modified Interactive Reports using the Power BI Desktop must modify Desktop files, they should sign up for the Finance Data Mart Power BI Desktop Training.

    Support

    Training materials and guides can be found on the Workday Reporting Training site.

    For support, please contact the Finance Support Center (FSC) at 203-432-5394 or send an email to askfinance@yale.edu.