EPM Warehouse Training

This page provides quick reference guides for the Enterprise Performance Management (EPM) Data Warehouse financial, procurement, and Human Capital Management (HCM) reports. These guides are for agency staff who are either new to the EPM Data Warehouse or are experienced users who need to confirm or add to their knowledge. Some quick reference guides use Financial and Supply Chain Management (FSCM) examples. The process is the same for HCM data and reports.

Introduction / Getting Started in the EPM Data Warehouse 

• Introduction to SWIFT EPM Data Warehouse
  
• FSCM- Subject Areas for Financial and Supply Chain Management
• HCM - Human Capital Management Subject Areas
• Understand the SWIFT Data in the EPM Data Warehouse
  
• Build your MyDashboard
  
• EPM Data Warehouse Security
  
• EPM Data Warehouse Glossary
  

Run and Update Reports in the EPM Data Warehouse

• Save a Report through a Dashboard
• Add a Dashboard Prompt to a Dashboard
• Update the Data on an Existing Report
• Update the View on an Existing Report
• Add an inline Prompt to an Existing Report
• Create a New Analysis
• Format your Report User Guide

SWIFT Module-Specific Dashboards and Special Reports

• All Expenditures Report
  
• All Receipt Report
• Managers Financial Report (MFR) 
• AR Reports Step by Step
  

Other Guides and Training Videos

• Use the Data Dictionary
• Agency Administrators Guide
• EPM Training Videos
  

Extract Views (Staging Table Specification) for MS Access

• X2 Expenditures to X3 Expenditures Specs Version 4
• X2 Receipts to X3 Receipts Specs Version 4