Monthly meetings: Every 2nd Friday of the Month at 10:00am. Email busintel@ucsd.edu for an invite.
Want to watch a recorded session? OneDrive > Financial Analytics CoP
Jira Timetracking for those who do:
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2024-02-09 Financial Analytics CoP
| Topic | Notes |
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| Reminder | All sessions are recorded. See link at the top of the page. |
| 3 Fund Options | Fund = Fund Code listed on the General Ledger Accounting lines. Derived Fund = The fund that is associated with the project-task based on award setup for sponsored projects or project setup for non-sponsored projects. For Sponsored Projects: (1) "Expenditure Funding Source Code" is internal / 5-digits, then use the "Expenditure Funding Source Code". (2) If "Expenditure Funding Source Code" is not internal / 5-digits then used the match on the Award Type to find the Fund Code. (3) If "Expenditure Funding Source Code" is not internal / 5-digits and "Award Type" = Special State Appropriations, then match on the "Award Sponsor REMS Code" to find the Fund Code. Derived UC Path Fund = The Fund that should be used in UC Path chart strings based on the project/task/award accounting rules. Note, the Derived UC Path Fund and Derived Fund and Fund can differ. Use Case: Capped Funds Use Case: See all the projects associated with a Fund use with Derived Fund. Use Case: See all the transactions that posed to a Fun use the Fund. |
Quick intro of people on the call | See recording for amazing Friday faces |
| Go over Quick Start Guides | |
| Recommendations for new folks |
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2024-01-12 Financial Analytics CoP
| Topic | Notes |
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| Reminder | All sessions are recorded. See link at the top of the page |
| Financial ACoP | Monthly Meeting - Office hours / Q&A session / demo time Maillist Teams Chat Resources |
| Resources | What is the FINAH? High Level: https://blink.ucsd.edu/technology/bi/sources/financial-activity-hub/index.html Financial ACOP Meetings: 2024 Financial Analytics CoP Meetings FINAH Quick Start Guides: FINAH Quick Start Guide Activity Hub Field List: https://tableau.ucsd.edu/#/views/ActivityHubFieldList/ActivityHubFieldNames?:iid=1 Protection Levels: https://security.ucop.edu/policies/institutional-information-and-it-resource-classification.html BAH > Budget & Finance: https://bah.ucsd.edu/financial/index.html# Council of Data Stewards: https://blink.ucsd.edu/technology/bi/governance/council.html FINAH Report Developer Training: FINAH Report Developer Training AH Data Load Report: https://tableau.ucsd.edu/#/views/AH-DataLoadStatusReport/Status?:iid=2 System Status: https://status.ucsd.edu/ |
| What do you want to see or learn from Financial ACoP in 2024? | What's going on with FINAH? What challenges do Financial Analysts face? What are people reporting on? Recharge Units - what are you guys doing? Different central offices. Tehseen |
| Next Time | Go over Quick Start Guides Quick intro of people on the call |
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