Financial Data Sources

Tableau financial data sources allow users to access curated data behind the Fiscal Panther Hub dashboards. The current offerings listed below replace the Cognos data packages. Additional data sources will be available closer to the end of FY 2025 (i.e. SPAR and Team, AP Invoices).

Once granted access to the enterprise dashboards through the Federated Authorization process (GL Mart), you will have access to the enterprise GL data sources and Tableau Web Edit.

Available field definitions and report guidance can be downloaded:

GL Transactions + Encumbrance

This data source contains GL transaction level detail, including encumbrances from PantherExpress purchase orders and the PBCS forecasting applications (Operating Funds Forecasting and Grants Forecasting). Data is updated nightly from transactions posted to the general ledger and imported for PantherExpress and PBCS. See the GL Data Dictionary for specific field information and guidance.

GL Monthly + Encumbrance

This data source contains the monthly snapshots of aggregate general ledger information, including encumbrances from PantherExpress purchase orders and the PBCS forecasting applications (Operating Funds Forecasting and Grants Forecasting). The PantherExpress and PBCS encumbrance snapshots began in December 2024. See the GL Data Dictionary for specific field information and guidance.

GL Labor Transactions

The data source contains the detailed labor distribution transaction information from payroll. Labor distribution is posted within PRISM as part of the GL month end close process and thus information is available after the month close. See the GL Data Dictionary for specific field information and guidance.