Versions Compared

Version Old Version 10 New Version 11
Changes made by

Saparnell

Saparnell

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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 10:00am.  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

Someone you know need access?  FINAH Access for Developers and Consumers



Ui expand
title2020-09-11 Financial COP


Date, Time, Jira Time Tracking

2020-09-11 at 10:00am for ACOP-171
Recordinghttps://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Financial%20Analytics%20CoP/20200911-FINAHReleases-ValidationQuestions?csf=1&web=1&e=grO68r
FINAH Status

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

FINAH Access
  • 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.
Where to find a list of fields per data source?/wiki/spaces/AH/pages/12487881
More Cognos & Tableau training upcoming:

/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

How to validate Oracle vs FINAH-UCSDGeneralLedger-View?

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



Ui expand
title2020-08-14 Financial COP


Date, Time, Jira Time Tracking

2020-08-14 at 9:30am for ACOP-171
FINAH Status

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

FINAH Access
  • 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.
FINAH in Hana QA Question

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.

FINAH Monthly Release - SeptPPM - no new access requirements when PPM goes live in FINAH
Question:  Who is working with encumbrance ledgers in Oracle?Please email lbarry@ucsd.edu if you are or know an SME in regards to this question.
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.  Starting today the BIA will be joining the Oracle BI & Financial Reporting office hours to answer an FINAH questions.



Ui expand
title2020-07-10 Financial COP


Date, Time, Jira Time Tracking

2020-07-10 at 9:30am for ACOP-171
Recordinghttps://ucsdcloud-my.sharepoint.com/:f:/g/personal/jmwhite_ucsd_edu/EmhbuFP_zQREqql4JHV9-58BGtqSSh7dIfFFQ05zomDpSg?e=ZRJpKH
FINAH Status

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

Beta Testing has started
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 In System Reports (OOTB)https://blink.ucsd.edu/finance/fis-project/data-reports/index.html#Oracle-In-System-Reports-(OOTB)
Question: where to find an Oracle to FINAH data dictionary?

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

FinAH Announcements/wiki/spaces/FinAH/overview



Ui expand
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-