Announcing Updates to the UW Finance and UW Balance Sheet Cubes

September 30, 2024

The Reporting & Analytics team (R&A) and Finance DATAGroup have released new versions of the UW Finance Cube and UW Balance Sheet Cube for FY 2024 and FY 2025! Thanks to user feedback, the following updates are now available!

Drill-through functionality for Workday journals (UW Balance Sheet Cube/UW Finance Cube)

You can now connect directly to a Workday journal from the cube with just one click. This feature makes it easy to view detailed journal entries after drilling through to journal line details.

New dimensions (UW Balance Sheet Cube/UW Finance Cube)

  • UW Balance Sheet Cube:
    • BudgetDate
    • JournalFirstPostedDate
  • UW Finance Cube:
    • BudgetDate
    • JobFamilyDescription
    • JournalFirstPostedDate
    • Position
    • Position Number
    • Salary over the cap
    • Worker Name

Enhanced sorting functionality (UW Finance Cube only)

You can now sort values for the following dimensions alphabetically by name, in addition to the existing code/name format (for example, AC100001 – AC100001 UWIT | ServiceNow Licenses):

  • Activity
  • Appropriation
  • Assignee
  • Award
  • Award Line
  • Balancing Unit
  • Cost Center
  • Customer
  • Function
  • Fund
  • Gift
  • Grant
  • Internal Service Provider
  • Ledger Account
  • Object Class
  • Program
  • Project
  • Resource
  • Revenue Category
  • Spend Category
  • Sponsor
  • Supplier

Not seeing what you’re looking for in this release?

There is another release planned for October, so watch your inbox for an announcement! In the meantime, if you have questions or feedback on any of these cubes, please email help@uw.edu with “BI Portal Finance Cube” in the subject line.