Reminder: Retirement of the Perspectives from the Finance Data Model 

On March 31, 2023, Fund balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, and Awards and Grants Perspectives will be retired from Finance Data Model. Therefore, it is important to repoint any downloaded reports to the two new Perspectives before March 31, 2023.

All eight Interactive Reports in Power BI report server have been pointed toward new Perspectives as of January 12, 2023.

• Sponsored Awards and Grants Perspective
  • Awards and Grants
  • FD29 Industry Clinical Trials
• General Financial-Depts Perspective
  • Detailed Transactions Trend
  • Budget Compare and Project
  • Budget Variance Analysis
  • Labor Plan and FTE Analysis
  • Payroll Details
  • Fund Balances

For more detailed instruction, see the How to change Data Source (Perspective) In Power BI Desktop training guide.

Contact the Finance Support Center at askfinance@yale.edu with any questions.