Upcoming changes in the perspectives of the Finance Data Model

November 23, 2022

Two perspectives have been added to Finance Data Model:

  • Sponsored Awards and Grants: analysis and reporting involving sponsored funds
  • General Financial–Depts.: for general financial analysis and reporting

The eight interactive reports currently on the Power BI report server will be re-pointed to one of the above perspectives soon. Downloaded reports from the Power BI report server and/or reports using the Fund balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, or Awards and Grants perspectives should be re-pointed to Sponsor Awards and Grants or General Financial-Dept perspectives.

Fund Balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, and Awards and Grants will be retired in the near future. Therefore, it is important to re-point any downloaded reports to the two new perspectives before any others are retired.

For additional information, view the Changing a Data Source in PowerBI Workday training guide.
 
Please contact the FSC at askfinance@yale.edu with any questions.