Reporting

There are two primary campus tools used for HR data reporting at UW. Select the tool name below to jump to its section.

• UW Business Intelligence (UWBI)
• Tableau

UWBI

UWBI – UW’s implementation of the Oracle Business Intelligence Enterprise Edition (OBIEE) platform – is the primary tool for reports and visualizations using HRS data. UW-Madison uses the system-wide dashboards created and maintained by UW Shared Services.

To request access to UWBI, contact an HRS Security authorized requester for your division.

Log in to UWBI

UWBI Resources

• HRS Shared Queries in OBIEE (YouTube video)
• HRS Shared Queries in OBIEE (PDF)
• UW System UWBI Site

Tableau

Tableau is the primary tool for reports and visualizations using data from the Student Information System (SIS), Shared Financial System (SFS), and InfoAccess. UW-Madison is able to create its own dashboards in Tableau.

Tableau contains dashboards that include HR data along with data from other campus systems. For example:

• Reports with NetID (coming from InfoAccess)
  Example:  Employee Job Detail
• Reports with funding data (coming from Shared Financial System)
  Example:  Salary Funding
• Reports with student data (coming from Student Information System)
  Example:  Current Funding for Graduate and Professional Students IDE
• Reports with supervisor data
  Example:  Employee Supervisor Detail

Tableau also contains reports in the Employee Data area that provide both overviews and details of a variety of HR metrics. For example:

• Employee Headcount Turnover
  Example:  Workforce Dynamics
• Employee Compensation Information
  Examples:  Employee Base Compensation Rate Adjustments and Employee Lump Sums

Log in to Tableau

Finding and Accessing Tableau Reports

The Repository for Administrative Data and Reports (RADAR) provides a way of searching available Tableau dashboards.

RADAR also shows the security authorization required for each Tableau dashboard in the Access Restrictions column. If you cannot access a dashboard that has security restrictions, select the “Request Access” link.

Note that UWBI access automatically provides access to Tableau security groups with similar sensitivity. The table below describes the mappings.

Mapping of HRS Security UWBI roles to Tableau group access

HRS Security UWBI Role	Automatically provisions access to Tableau group
BI HRS Qry-Non-Sensitive	Employee Record Data-Internal
BI HRS Queries-Sensitive	Employee Record Data-Sensitive

Search RADAR for Tableau reports

Tableau Resources

• How to use a Tableau Visualization (PDF)

Additional Reporting Resources

• Query Library Crosswalk (UW Data)
  This table describes how reports from the retired Query Library were migrated into current reporting tools.
• List of HR Reports in HRS (UWSS KB)
  This job aid contains a list of HR reports and queries in HRS, a brief description, and a hyperlink to the report’s KnowledgeBase document.
• Resources for Campus Use of Employee Demographic Data (PDF)