Workday Adaptive Planning Reports: Continuing the BI Portal Catalog Expansion

Thanks to collaboration between UW-IT’s Reporting & Analytics, Web Applications team and FPB: Budget, Planning, & Operations (BPO), the BI Portal report catalog now includes Workday Adaptive Planning reports!

The updates deployed to the BI Portal on 12/4/24.

What is Workday Adaptive Planning?

Workday Adaptive Planning is a cloud-based financial planning and analysis tool, which:

• Resides within the Workday platform, leveraging data from both the Workday HCM and Finance modules.
• Provides comprehensive insights for streamlined planning and budgeting processes.
• Delivers accurate and complete financial information.
• Supports the development of UW’s annual operating budget.

For more information about this tool, refer to the Benefits of Workday Adaptive.

Understanding the “Why” Behind this Change

The goal of BI Portal reports, cubes, and dashboards is to:

• Reflect data from various subject areas: academics, advancement and alumni relations, core data, finance, human resources, property and space management, and research.
• Include historical data.
• Allow users to discover any report in the catalog. While a user’s Workday security role determines which reports they can run, the BI Portal allows users to discover all available reports and view security information regardless of role.

Bringing Workday Adaptive Planning reports into the BI Portal aligns with the broader reporting strategy for UW Academy, which is to provide users with a one-stop-shop for all reporting needs.

Accessing Workday Adaptive Planning Reports in the BI Portal

Users can find Workday Adaptive Planning reports in the same way they find other resources in the BI Portal. A couple tips:

• Filter by the new tag – A Workday Adaptive Planning tag is available on the Catalog page to quickly drill-down to applicable reports.
  
• Discover available Workday Adaptive Planning reports and associated security information – In Workday, reports are assigned by security role. The security role not only determines which reports the user can run, but which reports they can discover. In the BI Portal, a user can discover any report in the catalog. While a user’s security role will still determine which reports they can run, this visibility allows users to identify potentially useful reports, check the Security Information tab to determine which roles have access, and then request elevated access, if warranted.
  

Questions?

Please submit questions as follows to ensure they reach the appropriate team and get a quicker response: