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changes.mady.by.user Jim Ybarra

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This view contains a summary of the Award information.

Data Loads:

Data is loaded nightly from Kuali.

Granularity:

Granularity is the scale or level of detail present in a set of data.  It identifies where levels of uniqueness exists in the data.  The data lives in the view at the lowest level, but each BI tool totals the levels differently.

Cognos developers: Cognos will aggregate the totals at the correct grain.  You can shut off the aggregation as needed.

Tableau developers:  Tableau will aggregate the total for all levels of the view, this will inflate your numbers.  Level of Detail calculations have been built into the Tableau data source based on the measure's the granularity.


LevelKey (uniqueness / group by)Attributes
1UCSD Award Sequence Number

UCSD Award Number - Full + UCSD Award Sequence Number + Award OP Reporting Date







Tableau report developers:  {FIXED [UCSD Award Number - Full], [UCSD Award Sequence Number], [Award OP Reporting Date]: MIN([Award...])}

Measure:
  • "Award Obligated Direct Cost",
  • "Award Obligated Indirect Cost",
  • "Award Obligated Total Cost",
  • "Award Anticipated Direct Cost",
  • "Award Anticipated Indirect Cost",
  • "Award Anticipated Total Cost",
  • "Award Pending Direct Amount",
  • "Award Pending Indirect Amount",
  • "Award Pending Total Amount",
  • "Award Investigator Count - COI",
  • "Award Investigator Count - PI",
  • "Award Investigator Count - Total"
  • "Award Obligated To Date Direct Cost",
  • "Award Obligated To Date Indirect Cost"
  • "Award Obligated To Date Total"

All dimensions not listed below


Key Fields to View:

  • UCSD Award Number - Base
  • Award OP Reporting Date = the date of processing in Kuali

Key Fields Filter on:

  • Award Version Status
  • Legacy Tier Indicator
  • Legacy Pending Transaction


Ui expand
titlePre-built Filters

To save you time and effort, the following filters have been made available for you.

In Cognos, drag and drop the filter onto the display object you want filtered.  In Tableau, drag and drop the filter onto the filter card.

Filter NameFilter Action
Award Last Transaction FilterAward Version Status = 'Active'
Active and Archived Awards FilterAward Version Status in ('Active', 'Archive')
Non-Pending Legacy Transactions FilterLegacy Pending Transaction <> 'Y'
Award Obligation Transactions FilterLegacy Tier Indicator in ('-', 'Tier 3')



Ui expand
titleHow do I know if the Award is impacted by COVID-19?

IP or Award with Keyword like %Covid%.


Ui expand
titleData Quality

Many fields are manually entered into Kuali.  If there is a change in spelling then the reporting tool will see the various data at a new row of data.  The following fields are often affected:

  • Award Title

Include the following fields in your report to clarify differences:  Award Number Base


Ui expand
titleTier 3 Transactions

Filters:

Award Version Status in Active (for most recent), Archive (for Coeus)

Legacy Tier Indicator in '-', Tier 3 (so you only get transactions).  Kuali records will be '-' and Coeus

Legacy Pending Transaction <> 'Y'

Award OP Reporting Date = the date of processing in Kuali

Measures:

Award Obligated Direct Cost

Award Obligated Indirect Cost

Award Obligated Total Cost


Ui expand
titleSponsor Agency Fields

Some Agency (Name) fields will show null even though there are Agency Codes:

Award REMS Sponsor Agency

Award Prime Sponsor REMS Sponsor Agency

Per UCOP “Not ALL sponsor codes will have these selected – we update legacy codes as we interact with them.”