Updates to the Finance Tableau Dashboards

Fri, 13 Oct 2023 13:53:52 -0400
finance

Dear Colleagues,

We're excited to announce key updates and enhancements to the Tableau Financial Dashboards:

Summary Dashboards:

SubTotals on Budget to Actuals Dashboard: Now includes helpful subtotals for better insights.

Project Summary: Separates "Revenue" and "Expenses" for quick analysis.

Detail Dashboards:

Credit Card Holder: P-Card holder name added to the Operating Costs Detail Dashboard

Filter for Adjustment Period Entries: You now have the option to include or exclude adjustment period (Periods 906, 920, 998) entries, providing greater control to view your financial data.

New General Ledger Data Dashboard: Easily access and download all General Ledger transactions in one place.

New Journal Entry Dashboard: Input a journal ID to instantly view associated details and financial data, simplifying specific journal exploration.

Be sure to follow this page and the Rex group page for updates as we continue to grow and add enhancements to our new reporting system.

Additionally, new upcoming training sessions have been added to the training calendar, please visit the Trainings group page to register.

Thank you for your commitment to financial transparency and efficiency at UMBC.

Best regards,

Jared Fincke
Assistant Director - Financial Services