Attribute Value Lists

Owned by Corrine Krauss
Last updated: Oct 21, 2022
5 min read

Table of Contents



Properties

Report Name

Attribute Value Lists

Summary

The report is consists of a home page that directs the end user to 8 other pages with basic chart visuals displaying what different account/org unit/ work orders etc. correspond to.

Audience(s)

University of Waterloo employees and students

Workspace(s)

Finance Data Workspace (report embedded within Confluence and SharePoint pages)

Data Security

No security applied

Policy 46 Data Classification

Confidential

Updated

4-Mar-22

Status

published

 

Report Description

This report contains lists of posting and reporting values for the Unit4 system including:

  • Accounts

  • Org Units 

  • Activities 

  • Student Types 

  • Operating (1*) Projects

  • Research (5*) Projects

  • Capital (4*) Projects

  • Trust (3*) and Endowment (6*) Projects



Data Security

This report has no data security applied to it.

Report Contents

Landing Page

(1) Attribute Value Lists#Accounts

This button takes the viewer to a page showing the list of published accounts in the Unit4 general ledger.

(2) Org Units

This button takes the viewer to a table showing the list of active org units.

(3) Attribute Value Lists#Activities

This button takes the viewer to a table showing the list of active activities.

(4) Student Types

This button takes the viewer to a table showing the list of active student types.

(5) Operating Projects

This button takes the viewer to a table showing the list of operating (1XXXX) projects (i.e. work order categories).

(6) Research Projects

This button takes the viewer to a table showing the list of research (5XXXX) projects (i.e. work order categories).

(7) Capital Projects

This button takes the viewer to a table showing the list of capital (4XXXX) projects (i.e. work order categories).

(8) Trust and Endowment Projects

This button takes the viewer to a table showing the list of trust (3XXXX) and endowment (6XXXX) projects (i.e. work order categories).

Help Button

The help buttons include links to:

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

Accounts

(1) Account table

The table includes the account name and number.

Filter on this visualization using:

  • Any of the columns in the table

(2) Filter Pane

The list is filtered to only show accounts designated to publish (as determined by Finance).

(3) Back (to main Landing Page)

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

OrgUnits

(1) Org Unit Hierarchy table

The table includes the org unit name and number, as well as the department, business unit and senior admin that they roll up to in Unit4.

Filter on this visualization using:

  • Any of the columns in the table

(2) Filter Pane

The list is filtered to show only active org units and exclude Corporate and Affiliated Organization org units.

(3) Back (to main Landing Page)

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

Activities

(1) Activity table

The table includes the activity name and number.

Filter on this visualization using:

  • Any of the columns in the table

(2) Filter Pane

The list is filtered to show only active activities.

(3) Back (to main Landing Page)

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

Student Types

(1) Account table

The table includes the student type name and number.

Filter on this visualization using:

  • Student type name

(2) Filter Pane

The list is filtered to show only active student types.

(3) Back (to main Landing Page)

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

Operating Projects (1*)

(1) Operating Project table

The table includes the project name and number.

Filter on this visualization using:

  • Any of the columns in the table

(2) Filter Pane

The list is filtered to show only active projects beginning with '1'.

(3) Back (to main Landing Page)

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

Research Projects (5*)

(1) Research Project table

The table includes the project name and number.

Filter on this visualization using:

  • Project name

(2) Filter Pane

The list is filtered to show only active projects beginning with '5'.

(3) Back (to main Landing Page)

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

Capital Projects (4*)

(1) Capital Project table

The table includes the project name and number.

Filter on this visualization using:

  • Project name

(2) Filter Pane

The list is filtered to show only active projects beginning with '4'.

(3) Back (to main Landing Page)

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

Trust (3*) and Endowment (6*) Projects

(1) Trust and Endowment Project table

The table includes the project name and number.

Filter on this visualization using:

  • Project name

(2) Filter Pane

The list is filtered to show only active projects beginning with '3' or '6'.

(3) Back (to main Landing Page)

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

Roadmap

Safe Harbor Statement

The following reflects the current plans based on known requests and information, data availability and capabilities in Microsoft Power BI.  It is intended for information purposes only and is not a commitment to deliver any specific reporting or functionality. 

Priorities and timing may change based on future events such as: new items identified, enhanced data and/or system capabilities, or other external constraints.  Future investigation of specific items may also result in the conclusion that the request is not feasible.  We will endeavor to update this roadmap as significant updates become available.

Planned for Next Update

Future Versions and Investigations

  • Attribute definitions

  • Nothing identified at this time



Change History

Version

Status

Changes

Date

1.0

published

Initial deployment

Oct 27, 2021

2.0

published

Added Notification App

March 4, 2022