Event Resources

Reporting and Analytics (R&A) hosts monthly webinars to help users understand the data products we support. This page consolidates the resources shared during these events.

Upcoming Events: Please check out the Enterprise Reporting and Analytics (ERA) Events Calendar for upcoming office hours, webinars, and other events.

Resources by Event

July 2025: Office Hours Demo - How to change cube data sources in Excel

June 2025: Ariba Transition Information Session

May 2025: Office Hours - Summary Cube Demo

Summary Cube Demo

You must be logged into Husky OnNet (VPN) in order to access our Wiki site. For more information, refer to Husky OnNet.

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - UW-IT website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

April 2025: Scrooge McCube Presents: Work Smarter, Not Harder with the Finance Cube!

Webinar Artifacts

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.
Contact Email: datagrp@uw.edu

UW Information Technology - Enterprise Data Warehouse Resources

Help: Enterprise Data Warehouse - Common questions and answers for EDW customers.
EDW Customer Resources - Resource page for EDW customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

December 2024: Tableau for Finance: Let's Get Visual

Webinar Artifacts

Tableau Resources

Getting Started with Tableau
Download Tableau Desktop
Cube Limitations
Tableau for Teaching - Tableau offers instructors at accredited, degree-granting, academic institutions free access to software and resources.
Join the Tableau User Group!

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.
Contact Email: datagrp@uw.edu

UW Information Technology - Enterprise Data Warehouse Resources

Help: Enterprise Data Warehouse - Common questions and answers for EDW customers.
EDW Customer Resources - Resource page for EDW customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

October 2024: Cube Conundrums: Unpacking the Power of Data (Intermediate)

Webinar Artifacts

Webinar Slide Deck
Webinar Recording
Use Case Descriptions
Cube Resources
- Cube Templates and Documentation
- Connecting to Cubes

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.
Contact Email: datagrp@uw.edu

UW Information Technology - Enterprise Data Warehouse Resources

Help: Enterprise Data Warehouse - Common questions and answers for EDW customers.
EDW Customer Resources - Resource page for EDW customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

September 2024: From Cubes to Clarity: Simplifying Data Complexity (Intro)

You must be logged into Husky OnNet (VPN) in order to access our Wiki site. For more information, refer to Husky OnNet.

Webinar Artifacts

Helpful Resources

Access:
- Request Permission and Access Data - Instructions on requesting access for the first time, or updating existing access.
Cube Resources:
- BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
- Cube Templates - Templates and tutorials for each of our data cubes.
- Connecting to Cubes - Instructions on connecting to cubes via Excel, Power BI, and Tableau.
Documentation/Training:
- Reporting & Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
- UW Finance Reporting - Wiki site with resources related to Finance data from Workday, including Job Aids, Quick Guides, FAQ, Additional Resources and Help Links.
Office Hours (2nd and 4th Fridays):
- Enterprise Reporting and Analytics (ERA) Calendar
Support
- Reporting & Analytics: help@uw.edu
- DATAGroup: datagrp@uw.edu
Term Definitions:
- Knowledge Navigator - Application that provides context and definitions for data and terms.

June 2024: So Long, Farewell MyFD & OASIS, Hello BI Portal

You must be logged into Husky OnNet (VPN) in order to access our Wiki site. For more information, refer to Husky OnNet.

Webinar Artifacts

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.
Contact Email: datagrp@uw.edu

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

UW Information Technology - Enterprise Data Warehouse Resources

Help: Enterprise Data Warehouse - Common questions and answers for EDW customers.
EDW Customer Resources - Resource page for EDW customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

May 2024: Your Crystal Ball - A Demo of the Grant Planning and Forecasting Tool

Webinar Artifacts

You must be logged into Google Drive with your UW Netid in order to access these resources. Please visit this page to activate your UW Google account if you have not done so already.

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.
Contact Email: datagrp@uw.edu

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

UW Information Technology - Enterprise Data Warehouse Resources

Help: Enterprise Data Warehouse - Common questions and answers for EDW customers.
EDW Customer Resources - Resource page for EDW customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

May 2024: Cube Your Enthusiasm - A User Journey Through the New Finance Cube

Webinar Artifacts

You must be logged into Google Drive with your UW Netid in order to access these resources. Please visit this page to activate your UW Google account if you have not done so already.

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.
Contact Email: datagrp@uw.edu

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

UW Information Technology - Enterprise Data Warehouse Resources

Help: Enterprise Data Warehouse - Common questions and answers for EDW customers.
EDW Customer Resources - Resource page for EDW customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

March 2024: Procure to Pay: A Journey Through Workday Reports

Webinar Artifacts

You must be logged into Google Drive with your UW Netid in order to access these resources.

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.
Contact Email: datagrp@uw.edu

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

UW Information Technology - Enterprise Data Warehouse Resources

Help: Enterprise Data Warehouse - Common questions and answers for EDW customers.
EDW Customer Resources - Resource page for EDW customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

January 2024: Unwrapping Gift Reports in Workday

You must be logged into Husky OnNet (VPN) in order to access our Wiki site. For more information, refer to Husky OnNet.

Webinar Artifacts

Note: Multiple reports demonstrated during the webinar are receiving updates in February. While we planned to include training guides for these reports with the resources from this event, we will hold off on sharing them until these updates are complete. Please watch for another email in the coming weeks, which will communicate the release of these updates, as well as the associated training guides.

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.
Contact Email: datagrp@uw.edu

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

UW Information Technology - Enterprise Data Warehouse Resources

Help: Enterprise Data Warehouse - Common questions and answers for EDW customers.
EDW Customer Resources - Resource page for EDW customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

December 2023: Exploring the Enterprise Data Warehouse - A SQL Workshop for Beginners

You must be logged into Husky OnNet (VPN) in order to access our Wiki site as well as the Enterprise Data Warehouse (EDW). For more information, refer to Husky OnNet.

Workshop Artifacts

Workshop Recording
Finance Queries - Provides sample SQL queries, which you can leverage for financial reporting in the EDW.
Getting Started with EDW Finance Reporting - Provides instructions for connecting to the EDW with SQL Server Management Studio (SSMS), Excel, and Tableau and explains how to leverage available queries.

Tools

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.
Contact Email: datagrp@uw.edu

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.
Contact Email: help@uw.edu. Please type "BI Portal" in the subject line.

UW Information Technology - Enterprise Data Warehouse Resources

Help: Enterprise Data Warehouse - Common questions and answers for EDW customers.
- How do I open my query tool using UW NetID Credentials?
EDW Customer Resources - Resource page for EDW customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

Grants/SAGE Support

Grant Reporting/SAGE Contact Email: grantrpt@uw.edu

October 2023: Unlocking Workday Reporting - Your Key to Success

You must be logged into Husky OnNet (VPN) in order to access our Wiki site. More information located here.

Finance DATAGroup Resources

UW Finance Reporting- Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
Webinar Slide Deck - Slide deck used during the "Unlocking Workday Reporting: Your Key to Success" Webinar.
DATAGroup website- DATAGroup website which includes Services offered by DATAGroup.

UW Information Technology - Reporting & Analytics Resources

BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics website - IT Connect website, also accessible via Help in the BI Portal.
Reporting Office Hours - Sign up page for our weekly office hours.
Knowledge Navigator - Application that provides context and definitions for data and terms.

UW Information Technology - Enterprise Data Warehouse Resources

EDW Customer Resources - Resource page for EDW Customers.
EDW Load Status Page- This page is meant to serve as an informational resource for users to view the most recent load times for the EDW Production and EDW Test environments.

September 2023: Grant Reporting Through the Workday Lens

You must be logged into Husky OnNet (VPN) in order to access our Wiki site. More information located here.

UW Finance Reporting - Includes Finance Office Hours Q&A, Training Guides, Additional Resources and Help Links.
Webinar Slide Deck - Slide deck used during the "Grant Reporting through the Workday Lens" Webinar.
DATAGroup website - DATAGroup website which includes Services offered by DATAGroup
Fin Org to FDM Translator - Dashboard in the BI Portal with mapping of pre-Workday state Organization Codes and Budget Numbers to Workday FDM values.
BI Portal - Portal into the world of reports, cubes, dashboards and excellent "Help" resources.
Reporting and Analytics Training - Wiki site with resources, also accessible via Help in the BI Portal.
Reporting and Analytics - IT Connect website, also accessible via Help in the BI Portal.
Knowledge Navigator - Application that provides context and definitions for data and terms.