TSS - Data Warehouse Access

Data Warehouse Access

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First Published  :Tue Sep 16 16:49:23 GMT 2014
Last Modified  :Thu Jul 11 13:51:43 GMT 2019
Last Published  :Thu Jul 11 13:51:43 GMT 2019
Summary :  To view Data Warehouse PeopleSoft Reports


Primary Information

    If a user is looking for Peoplesoft Financial Data (Financial, Labor, E-Expense reports  for a given DeptID, Grant or Project) they can contact the Budget Center for access (they have access to PeopleSoft Row-Level Security (RLS) panel which control access to the DW for Peoplesoft Financial Data ONLY).  There is a nightly feed of data (transactions) along with the RLS.  The general rule is once a transaction is posted in PeopleSoft, it will show up in the Data Warehouse the next business day.

    * Charges in Data Warehouse aren't necessarily "paid" yet. That may be because of a payment date not arriving yet (see Pay Cycles KA)

    * Procurement card charges will appear in Data Warehouse when approved by the department.  Charges could theoretically sit for the 21 day approval period if an individual doesn't go in and reallocate/approve.  

    * When signing in, you will need to sign in with Duo authentication.

    There is no formal application to complete for Data Warehouse access, but the employee must be regular staff or if a Temp, must be hired as a Person of Interest (POI) and request in the PAF Remarks- "Access to PeopleSoft Finance".

    Training for Data Warehouse reports is available through the following Tip Sheets:
    Data Warehouse Financial Reports Tip Sheet
    Data Warehouse Travel Expense Tip Sheet

    We also suggest that it may be helpful to reach out to a colleague in your department, as they may use the system differently and in unique ways, thus it may be helpful to receive training from a member of your department instead, or in addition to, the guidance in the Tip Sheets.
    If further assistance is needed after checking these resources, please contact your Budget Center representative.  If you have specific questions regarding Pcard transactions, our procurement team may be able to decipher the vendor transaction description and offer assistance.


Related Information

    In order to have Data Warehouse access, a person must first be a regular employee or a Person of Interest (not a Temp or Affiliate).
    To add a Person of Interest into PS,  complete one of the following and
    please indicate in Remarks if this is a Person of Interest for Finance or HR
    New Hire PAF for Person of Interest




    PeopleSoft, reports, financial reports, view, no reports available