Report Contents

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FilterPane FilterPane

Filter Pane

• Filters applied on all pages of the report

  • Account is “10230”

  • Work Order starts with “99020”

• Filters can exist for a single visual (visible when that visual is selected, unless filters are specifically hidden), for the whole page, and for all pages.

  • Most visual level filters are hidden, as the fields contained within them are available to filter at the page level.

• Additional filters may be relevant based on the visualization that is active at a point in time.

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Help Help

Help Buttons

The info buttons are available on many of the pages in the report and include links to:

• 1) Power BI Report Instructions

  • On the landing page this directs to an instruction page in the report that gives high level guidance on the use and navigation of Power BI Reports.

• 2) The UW BI Notification App - a place for Finance to publish updates or information about service outages.

• 3) Guidance and Instruction Documentation - a link to this Confluence page instructions for the report.

• 4) Report an Issue in Jira - a link to submit a ticket to Finance about an issue with the report.

• 5) Provide feedback on this report - a link to a Microsoft Form to submit feedback about the report.

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salaryreporting salaryreporting

Detailed Salary Reporting

• The reports/pages in this section have migrated to Power BI from MSBI reporting. They show varying information relating to Salary Actuals and/or Commitments.

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salarybenefits salarybenefits

Salary and Benefits Expenses by Fiscal Year

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1) Slicer Panel

• These slicers control the information that is displayed in the Matrix (2) below.

  • To view information in the matrix an Org Unit, Work Order or Employee must be Selected.

    • This is to avoid issues of poor report performance due to loading large amounts of data.

  • “Clear all slicers” button will reset any selections made in all of the slicers.

2) Salary and Benefits Matrix

• This matrix shows detailed salary and benefit information broken down in the rows by Org Unit > Cost Centre > Account > Employee (ID & Name), and in the columns by Fiscal Year and Month.

• Users can expand or collapse rows using the plus and minus icons.

• Other drilling options are available via right-clicking on a selection, or using the headers that appear in the top right when hovering over the table.

  • Hovering on the question mark icon in the header will bring up more information on drilling action.

3) Report Info Button

• Hovering on this icon will bring up a tool tip with page specific information.

4) Back (to Previous Page)

• Click on the Back arrow button on the top left to return to the previous page.

5) Home (Return to Landing Page)

• Clicking on the home icon will return the user to the Landing Page

6) Help Buttons

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components components

Benefits Summary by Components

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1) Slicer Panel

• These slicers control the information that is displayed in the Matrix (2) below.

  • To view information in the matrix an Org Unit, Work Order or Employee must be Selected.

    • This is to avoid issues of poor report performance due to loading large amounts of data.

  • “Clear all slicers” button will reset any selections made in all of the slicers.

2) Benefits Matrix

• This matrix shows benefits information broken down in the rows by Month > Org Unit > Cost Centre > Account > Employee (ID & Name), and in the columns by Benefits Code.

• Users can expand or collapse rows using the plus and minus icons.

• Other drilling options are available via right-clicking on a selection, or using the headers that appear in the top right when hovering over the table.

  • Hovering on the question mark icon in the header will bring up more information on drilling action.

3) Code Description Card

• Clicking on a benefits code column in the matrix will populate this card, showing the full code description if it is available.

4) Report Info Button

• Hovering on this icon will bring up a tool tip with page specific information.

5) Back (to Previous Page)

• Click on the Back arrow button on the top left to return to the previous page.

6) Home (Return to Landing Page)

• Clicking on the home icon will return the user to the Landing Page

7) Help Buttons