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 of the Month at 10:00am. Email busintel@ucsd.edu for an invite.
Having issues? email busintel@ucsd.edu.
Burning questions? Teams > UCSD Analytics COP > Financial Analytics Community of Practice
Great enhancement Ideas? 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
Someone you know need access? FINAH Access for Developers and Consumers
Want to watch a prior session? OneDrive > Financial Analytics CoP
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| title | 2020-11-13 Financial COP |
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Date, Time, Jira Time Tracking
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Went into Production on Friday 11/6
The Financial analytics mailist received notification that UAT had ended.
If FINAH Bugs and Enhancements In Progress appears blank to you then you haven't used Jira yet. You can request Jira access here: https://ucsdservicedesk.service-now.com/its?id=sc_cat_item&sys_id=9af5d148db514450008c9837db96190b
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- Must be an Oracle BI user with at least the UCSD BI Consumer JR role. See details here: FINAH Access for Developers and Consumers
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| title | 2020-10-09 Financial COP |
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Date, Time, Jira Time Tracking
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Going into UAT on Wednesday 10/14: FINAH Bugs and Enhancements In Progress
The Financial analytics mailist will receive notification that UAT has started.
Cognos DEV > Financial Activity Hub > Financial Activity Hub Packages UAT using Hana QA
Tableau QA > Financial Activity Hub > FinAH Data Sources - UAT, each data source will say -QA and be pointed at Hana QA
If FINAH Bugs and Enhancements In Progress appears blank to you then you haven't used Jira yet. You can request Jira access here: https://ucsdservicedesk.service-now.com/its?id=sc_cat_item&sys_id=9af5d148db514450008c9837db96190b
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- Must be an Oracle BI user with at least the UCSD BI Consumer JR role. See details here: FINAH Access for Developers and Consumers
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BIA recommends you use the UCSD Expanded Budget Summary Report from Oracle directly.
In Oracle go to Reports and Analytics > Browse Catalog > Search for "Expanded Budget" > Look for the one with the report icon and add it to your favorites
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- Cognos: Use the packages in Cognos DEV > Financial Activity Hub > FINAH Data Sources – UAT to build your report and select Hana QA. Do not select Hana Prod as the report will fail. Using Hana QA will allow you to see the below enhancements with Oracle Production data.
- Tableau: Sign into Tableau QA on your Tableau desktop tool and open your report. Add a new data source with the same name and -QA at the end of the title. Using this data source will allow you to see the below enhancements with Oracle Production data.
- Hana QA: FINAH data in Hana QA is production Oracle data loaded daily, just like in Hana PROD.
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- UCSD pays for the Tableau server so that customers can see the reports you build them
- To build a report your department will need to purchase you a license and maintenance: https://blink.ucsd.edu/technology/bi/tools/tableau/index.html#Licensing
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| title | 2020-09-11 Financial COP |
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Date, Time, Jira Time Tracking
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Going into UAT on Monday 9/14: FINAH-ProjectPersonRole-View, FINAH-Award-View, FINAH-FinancialUnit-View, enhancement to FINAH-UCSDGeneralLedger-View
The Financial analytics mailist will receive notification that UAT has started.
Cognos DEV > Financial Activity Hub > FINAH - UAT
Tableau QA > Financial Activity Hub > FinAH Data Sources - UAT
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- Must be an Oracle BI user with at least the UCSD BI Consumer JR role. See details here: /wiki/spaces/FinAH/pages/53609469 and then email busintel@ucsd.edu to request being a FINAH Developer.
- Working with FIS to automate the access process so that FINAH access is incorporated into their Oracle BI Access request form.
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/wiki/spaces/ACP/pages/11175625
Need access to the ACOP Training page? Ask for SNOW Confluence access here: https://ucsdservicedesk.service-now.com/its?id=sc_cat_item&sys_id=9af5d148db514450008c9837db96190b
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Irvin & Kathy are using Oracle > General Accounting Dashboard > Inquiry and Analyze Balances
In order to see the GeneralLedger data within Oracle you'll need access to General Accounting Dashboard > Inquiry and Analyze Balances
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| title | 2020-08-14 Financial COP |
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Date, Time, Jira Time Tracking
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Going live with Production data in Hana Production / Cognos Production / Tableau Production this weekend for FINAH-UCSDGeneralLedger-View.
Data will be reloaded from Oracle Production daily between 6:30am-6:31am.
Later release will include sub-ledger information.
List of planned FINAH views here: /wiki/spaces/AH/pages/12487881
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- Must be an Oracle BI user with at least the UCSD BI Consumer JR role. See details here: /wiki/spaces/FinAH/pages/53609469 and then email busintel@ucsd.edu to request being a FINAH Developer.
- Working with FIS to automate the access process so that FINAH access is incorporated into their Oracle BI Access request form.
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Do you all want Hana Test to have Oracle Test data or Oracle Production data?
- Hana Test with Oracle Test data means you can go into Oracle Test and change data and then see those changes in Hana QA the next day.
- Hana Test with Oracle Prod data means you can do any UAT against Hana Prod data.
Will send out survey to see how the community votes.
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https://blink.ucsd.edu/finance/fis-project/fin-training.html#Training-Office-Hours-
Look for Oracle BI & Financial Reporting. Starting today the BIA will be joining the Oracle BI & Financial Reporting office hours to answer an FINAH questions.
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| title | 2020-07-10 Financial COP |
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Date, Time, Jira Time Tracking
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With the success of the RAH go live and EAH go live, we are disappointed to be behind schedule with FINAH. After consideration of year end close in IFIS, current stabilization of Oracle and remaining work needed to release the Financial Activity Hub, we estimate that the first wave of Financial Activity Hub will be launched on August 15, 2020.
Our goal is to go live with Wave 1 on August 15th with General Ledger and Advancement (STAR report) data in FINAH and Wave 2 on August 31st with PPM and Budget data.
User acceptance testing (UAT) started on July 9th with a small set of Beta Testers. As part of UAT we are gaining clarity on the needs around Budget data, Account Receivable (AR) and Accounts Payable (AP). As FINAH development progresses we'll be able to include more users in UAT so that report development can being prior to go live.
Optional Cognos and Tableau training with FINAH data starts July 29 and extends through September 17. Oracle access with a role of UCSD BI Consumer JR is a per-requsite to signing up for the Cognos / Tableau training.
For more details about FINAH see https://esr.ucsd.edu/projects/activity-hubs/financial/index.html
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- Beta testing group = /wiki/spaces/FinAH/pages/53609839
- Working with data form Oracle test instance
- Focus on FINAH-UCSDGeneralLedger-View =Financial Activity Hub FCVs and Fields
- Those interested in being a Beta Tester contact saparnell@ucsd.edu
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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.
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https://blink.ucsd.edu/finance/fis-project/fin-training.html#Live-Virtual-Instructor-Led-Cla
Look for Oracle: BI Tools for Report Consumers
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https://blink.ucsd.edu/finance/fis-project/fin-training.html#Training-Office-Hours-
Look for Oracle BI & Financial Reporting
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1) We haven't built that yet.
2) It will be posted to our How to Get AH Data Page for both Report Developers and Data integration developers. Financial Activity Hub FCVs and Fields
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| title | 2020-06-12 Financial COP |
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Date, Time, Jira Time Tracking
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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.
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https://blink.ucsd.edu/finance/fis-project/fin-training.html#Live-Virtual-Instructor-Led-Cla
Look for Oracle: BI Tools for Report Consumers
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https://blink.ucsd.edu/finance/fis-project/fin-training.html#Training-Office-Hours-
Look for Oracle BI & Financial Reporting
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| Oracle Roles | Access to FinAH Data? | Access to Develop Reports with FinAH? | Access to other team's folders? |
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| 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 |
| Automatically gets access to FinAH data as a Report Developer | Automatically gets access to FinAH as a Report Developer | Folder Owner / Report Developer Discretion |
More information: Access and Security
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- 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.
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