Resources

Reporting & Data Tips & Tricks
Using the Journal Lines Apps Templates (Video Resource)

Overview of the templates included in the Workday Journal Lines Actuals and Workday Journal Lines Income Statement apps in UBI. The templates can be used as is or to create customized My Sheet reports.  

Watch the Video: https://youtu.be/LLz5tcImOHk

Using the Period Type & As of Period fields (Video Resource)

How to on use of the new Workday apps in UBI

UBI Analytics – Duplicate, Edit, & Publish My sheets (QRG)

This QRG is designed to walk employees who have the EDW_P_Finance role with duplicating and editing an 
existing sheet in a UBI Analytics module to create a new personalized My sheet. Publishing, unpublishing and 
deleting a My sheet is also covered.

UBIA_Edit My sheet_Finance.pdf557.01 KB
Create Bookmarks in UBI Analytics - Qlik Sense (QRG)

A bookmark saves your filter selections in an app/module, so the next time you want to retrieve those same filters, you can simply select your bookmark. It is highly recommended you create bookmarks for your most commonly selected filters. Bookmarks are easy to create and save you time.

Bookmarking in UBI Analytics.pdf377.12 KB
Conflict of Interest