Service News Category: Reports and Analytics

BI Portal Finance Report Changes: Budget Group Code Update

Enterprise Reporting and Analytics just released an update that affects several finance reports in the BI Portal. Here is a summary of the changes and their impact to finance report users. This work was completed in partnership with the Enterprise Data Warehouse team in UW-IT and the DATAGroup in UW Finance. What has Changed? We’ve…

RPG Release: Filter Bug Fix on UG Transcript Course Search by Major

The Report Prioritization Group (RPG) just released a bug fix on the BI Portal report Undergraduate Transcript Course Search by Major In this news story we provide a summary of the change. If you have any questions, please don’t hesitate to write help@uw.edu and put “BI Portal Report Question: UG Transcript Course Search by Major”…

RPG New Report Release: Academic Scholarship List

The Report Prioritization Group (RPG) just released the newest addition to the BI Portal: Academic Scholarship List In this news story we explain the purpose and benefits of the new report. If you have any questions, please don’t hesitate to write help@uw.edu and put “BI Portal Report Question: Academic Scholarship List” in the subject line….

BI Portal Update: Consolidated Budget Status Reports

The Enterprise Reporting and Analytics team just released an update to the BI Portal Consolidated Budget Status reports. This update contributes to our goal of preparing for Finance Transformation by simplifying and consolidating reports in our BI Portal report catalog. There are three Budget Status reports currently accessed from the Consolidated Budget Status Report Menu in…

BI Portal Update: New Filters on Fiscal Year Income and Expense Summary

The Enterprise Reporting and Analytics team just released an update that combines two BI Portal Finance reports: Fiscal Year Income and Expense Summary by OrgCode and Funding Source Fiscal Year Income and Expense Summary by OrgCode and Function Into one report, now called Fiscal Year Income and Expense Summary Why Should You Care? If you…

How To: Finance Date Functions in EDW

Do you ever get tired of building complicated date logic in your EDW queries? The EDW now supports several finance date functions to help you simplify your queries! These functions help enterprise data users to easily convert calendar dates, months, and years to UW fiscal calendar objects. These functions are most helpful to SQL developers…

Financial Activity 2019 Cube Update: New Attributes on Finance Cube

Based on input from users, we just published updates to the Financial Activity Biennium 2019 cube (finance cube). We added several new attributes to the cube that make it easier to get the finance data you need to do your work. In addition to the cube changes, we also want you to know about some…

RPG Release: Student Groups on Satisfactory Progress Policy Report

Based on user feedback, the Report Prioritization Group just released an update to the report: Satisfactory Progress Policy List The report now allows you to filter down to specific SDB Student Groups! This helps users answer the question, “are any students in a group I care about currently or projected to be in danger of…

RPG Release: Degree Info now on Class List Report

Based on user feedback, the Report Prioritization Group just released an update to the report: Class List By Curriculum Course Section. The report now includes student degree information. Background: Advisers requested the ability to see student “degree information” fields on the report. The report still allows you to filter down to a specific quarter and…

RPG Release: New Filter and Fields on Major Codes

The Report Prioritization Group (RPG) just released new changes to the BI Portal report Major Codes. Change Summary: Based on feedback from the Graduate School and RPG, we updated the Major Codes filters and columns in the following ways: Filter Updates We added a new filter “Degree Level” to the report: The new filter allows…

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