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Comment: added links and recording for today's Financial COP

Welcome to the Financial Analytics Community of Practice! Both Cognos,Tableau and other tool users are invited. This Community of Practice is a great place to get your questions answered and see real examples of how financial data is used at UCSD.

Monthly meetings: Every 2nd Friday at 9:30am.  Email busintel@ucsd.edu for an invite.

Having issues?  email busintel@ucsd.edu.

Burning questions? Slack the COP at UCSD Analytics #finah_cop

Great enhancement Ideas? User Echo or email busintel@ucsd.edu

Want to keep up on Financial Analytics news?  Join our mail list: https://mailman.ucsd.edu/mailman/listinfo/financial-analytics-cop-l



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title2020-06-12 Financial COP


Date, Time, Jira Time Tracking

2020-06-12 at 9:30am for ACOP-171
Recordinghttps://ucsdcloud-my.sharepoint.com/:f:/g/personal/jmwhite_ucsd_edu/EvWRKsN9em9Cv2pMMpTohTgBs1-en3p0pT_yI_rf99dr3Q?e=iDuDRn
Where to find Oracle Blink Pagehttps://blink.ucsd.edu/finance/fis-project/index.html
Where to find Oracle Access Blank Page

https://blink.ucsd.edu/finance/fis-project/fin-access.html

On the Oracle & Concur Access Request (Temporary Form) note the following:

  • You can select more than one option for most questions.  You should be able to fill out this form just once and request all roles and departments you need.
  • Use Standard Roles = UCSD BI Consumer JR (w/ 1hr training)
  • Use Elevated roles if you want to build reports in Oracle.
  • The second to last question is where you can indicate departments you need access to that are not your own.
Where to find Oracle Training

https://blink.ucsd.edu/finance/fis-project/fin-training.html#Live-Virtual-Instructor-Led-Cla

Look for Oracle: BI Tools for Report Consumers

Where to find Oracle Office Hours for reporting support

https://blink.ucsd.edu/finance/fis-project/fin-training.html#Training-Office-Hours-

Look for Oracle BI & Financial Reporting

Oracle Roles to FinAH Access


Oracle RolesAccess to FinAH Data?Access to Develop Reports with FinAH?Access to other team's folders?
  • Standard Roles: UCSD BI Consumer JR w/ 1hr training

Automatically get access to FinAH data as a Consumer

Will need to request Report Developer access to

FinAH including Dept/Supervisor approval.

Folder Owner / Report Developer Discretion
  • Elevated Roles: UCSD BI Administrator JR
  • Elevated Roles: UCSD BI Modeler JR
  • Elevated Roles: UCSD BI Author JR
  • with 6 week training

Automatically gets access to FinAH data as a Report Developer

Automatically gets access to FinAH as a Report DeveloperFolder Owner / Report Developer Discretion

More information: AH Security

FinAH Announcements/wiki/spaces/FinAH/overview
reports.ucsd.edu feedback
  • Users as assuming they have access and clicking on report
  • Cognos error message and redirect is confusing
  • Having to fill out the form multiple times to just get DOPE report is confusing.
Next monthFinancial Analytics Community of Practice will be cancelled for July.  We will instead collaborate with the Oracle Reporting Office Hours: https://blink.ucsd.edu/finance/fis-project/fin-training.html#Training-Office-Hours-