Office of Planning & Budgeting

Financial Reports and Dashboard Resources

Workday Finance & Adaptive Planning

Workday is the UW’s financial system of record and, paired with Adaptive Planning, provides users with a suite of tools and resources for planning, managing and accounting for institutional resources.

BI Portal

The feature-packed Business Intelligence (BI) Portal is your one-stop catalog, connecting you to UW’s Enterprise Data Warehouse (EDW) central reports and visualizations.

UW Profiles

UW Profiles is a set of Web-based dashboards designed to provide University decision-makers with a dynamic way to easily access, explore, and understand UW data.

UW Data Cubes

A data cube is an analysis tool that allows you to quickly and easily analyze lots of data. There’s no need to query or manipulate the data. Simply choose the data you want to display and begin getting new insights in seconds. Unlike a report that displays data across 2 dimensions, a cube is a powerful data analysis tool that allows users to slice and dice data across multiple dimensions.

OPB Unit Administrator Tableau Server

The OPB Unit Administrator Tableau Server houses reports built and maintained by the Office of Planning & Budgeting, including:

Enhanced Monitoring MOU Dashboards: Dashboards reporting quarterly financial results and progress to financial targets for units under Enhanced Monitoring.

Fiscal Vitality Finance Dashboards: Summary level financial reports in support of the Annual Review process.

Institutional Overhead Calculation: Summary level financial reports documenting implementation of the Institutional Overhead policy.

Access to the OPB Unit Administrator Tableau Server is managed by OPB. Access is limited to senior leadership and unit administrators of UW schools, colleges, administrative departments, UW Bothell and UW Tacoma, and requires a UW NetID as well as network access. If you have any questions about access, please contact Christian Adams (