Finance Data Analytics and Reporting Project

Overview

Following the conclusion of the Cornerstone Reporting Optimization (CRO) project, we initiated a new Finance Data Analytics and Reporting implementation phase. During this phase, we will create an integrated data warehouse that unifies data from all financial systems, establishing a Tableau reporting environment for self-service analytics and management reporting.

Evolution of Reporting and Analytics

What This Means for You

 

Data Warehouse

Provides a single source of integrated, validated, and timely finance data used for reporting. This will reduce or eliminate non-value added tasks (i.e. manually cleanse, map, integrate, validate, and reconcile data across multiple reports/systems).

 

Tableau Enterprise Server

Delivers a single finance reporting platform containing integrated data from multiple source systems. A 360-degree view of financial and administrative information will help you manage your business, gain insights, and enable informed decisions for improved outcomes.

 

Managed Reporting

Offers a set of standardized views that meet the needs for all users across the university. Standardized views for an intuitive, easy to navigate interface designed for you to access valuable and useful information for rapid analysis.

 

Self-Service Analytics

Brings a standardized tool to enable ad-hoc reporting and analysis, and allow experienced analysts to create customized views to analyze data tailored to your unique business needs.

 

Finance Data Analytics and Reporting Team

Functional, data analytics and finance reporting experts that will support you with the on-going development, enhancements, maintenance, governance, security, and administration of the finance analytics and reporting environment.

 

Status of Reported Issues

 

FMS Employee Status

Reported Issue: FMS Employee Status runs full out before parameters are entered.

Priority:                Minor

Type:                     Issue

JIRA:                      DAR-4

Reported Date: 1/29/2019

Status:                 Open

 

FMS Payroll Distribution Report 

Reported Issue: FMS PD report not rendering Fringe Benefits transactions

Priority:                High

Type:                     Issue

JIRA:                      DAR-46 

Reported Date:  6/3/2019

Status:                 Open 

FD Payroll Distribution Report 

Reported Issue: FMS Payroll Distribution Report Employee Record Column Incorrect

Priority:                Major 

Type:                     Issue

JIRA:                     DAR-50

Reported Date: 6/3/2019

Status:                 Open

 

FD Payroll Distribution Report 

Reported Issue: FY 2017 is not coming up as a filter value for GL Post FY column

Priority:                High

Type:                     Enhancement

JIRA:                      DAR-6

Reported Date:  1/30/2019

Status:                 Open 

FD Payroll Distribution Report

Reported Issue: Change Single Select parameters to Multiple Select

Priority:                Medium

Type:                     Enhancement

JIRA:                      DAR-19

Reported Date:  2/14/2019

Status:                  Open

 

FMS Employee Status Report

Reported Issue: FTE issue in current Tableau Employee Status Report

Priority:                Minor

Type:                     Issue

JIRA:                      DAR-20

Reported Date:  2/19/2019

Status:                 Open

FMS Employee Status Report

Reported Issue: FMS Employee Status Report export list missing certain employees, FTE and amount difference

Priority:               Major

Type:                    Issue

JIRA:                     DAR-34

Reported Date: 4/23/2019

Status:                 Open

 

FD Fund Source Detail (SD) Report

Reported Issue: Create 2 new views:
                                      1. View by EBRC - The Responsibility is misspelled
                                      2. View by GL Posting date - The to-date dsiplays (probably) the last published date. Can this be displayed dynamically based on the data of the report?

Priority:                Minor

Type:                     Enhancement

JIRA:                      DAR-42

Reported Date: 5/2/2019

Status: Open

News
Webinar Schedule for Tableau Discoverer Finance Reports December 2018 (12/4/18)
Introducing the Finance Data Analytics and Reporting Team (11/17/18)