Welcome to the Financial Analytics Community of Practice! Both Users of Cognos, Tableau and other tool users are invited. This reporting and analytics tools using financial data are invited to join the Financial Analytics Community of Practice (Financial Analytics CoP). This community is a great place to get have 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 use at UC San Diego.
Financial Analytics CoP Resources
Monthly meetings Meetings are online at 10 a.m. on the 2nd Friday of every month. Contact busintel@ucsd.edu to be added to the invitation.
See Prior Meeting Sessions Financial Analytics CoP
Financial Data Issues Contact busintel@ucsd.edu.
Burning questions? Slack the COP at UCSD Analytics #finah_copGreat enhancement Ideas? User Echo or email Questions Chat with data experts on the Financial Analytics Community of Practice
New Enhancement Ideas Send your ideas to busintel@ucsd.edu
Date, Time, Jira Time Tracking
Want to keep Keep up on Financial Analytics News Subscribe by joining the Financial Analytics news? Join our mail list: Community of Practice Google Group at https://mailman.groups.google.com/u/1/a/ucsd.edu/mailmang/listinfo/financial-analytics-cop-l
| title | 2020-06-12 Financial COP |
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For Financial Data Access Go to FINAH Access for Developers and Consumers
Oracle Financial Cloud References
Oracle procurement Glossary: https://blink.ucsd.edu
/finance/fis-project/index.html/buy-pay/ways/marketplace/help/glossary.html
Budget & Finance Glossary: https://blink.ucsd.edu/finance/support/
fisprojectfin-accessOn 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.
Fund Glossary PDF: https://blink.ucsd.edu/_files/finance-tab/budget/Fund%20Glossary.pdf
UCSD's Invoicing & Payment Strategy Glossary: https://blink.ucsd.edu/
financefis-project/fin-training.html#Live-Virtual-Instructor-Led-ClaLook for Oracle: BI Tools for Report Consumers
sponsor-tab/bfs/ipps/glossary.pdf
Research Administration Glossary: https://blink.ucsd.edu/
financefisprojectfin-training.html#Training-Office-Hours-Look for Oracle BI & Financial Reporting
| Oracle Roles | Access to FinAH Data? | Access to Develop Reports with FinAH? | Access to other team's folders? |
|---|---|---|---|
| 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: AH Security
- 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.
Concur Travel & Expense Glossary: https://blink.ucsd.edu/travel/concur/glossary.html
How to Understand and Update Oracle (OFC) Project Portfolio Management (PPM) Project Personnel (w/ table of roles): https://support.ucsd.edu/services?id=kb_article_view&sysparm_article=KB0033293
BI & Financial Reports (Blink): https://blink.ucsd.edu/finance/
fisprojectfin-training.html#Training-Office-Hours-Additional Support
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