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DRAFT - DRAFT - DRAFT - DRAFT - DRAFT - DRAFT - DRAFT - DRAFT

There will be no release to Prod during October due to our Cognos upgrade.

From: Parnell, Sarah
To:  Financial-Analytics-COP-l@ucsd.edu 
Cc: ITS-BIA <its-bia@ucsd.edu>; ITS-DataIntergrationServices <ITS-DataIntergrationServices@AD.UCSD.EDU>; Erin Kilburn; Elliot Kim; Laura Blankenship
Subject: FINAH enhancements - UAT available - due Oct 30th

...

  • What browser are you using?
  • What environment are you using?  Cognos DEV, QA or PROD?  Tableau QA or Prod?
  • What data source / package are you using?
  • What results were you expecting?  What departments were you approved for via the new FINAH row level security?


ViewEnhancementEpic
FINAH-Award-View
  • Remove field:  "Award Funding Source Code" per user feedback
  • Remove field:  "Award Funding Source" per user feedback
  • Remove field:  "Award Funding Source Code and Name" per user feedback
  • Add field: "Award Funded by Federal Agency Count"
  • Add field: "Award Contract Document Number"
  • Add field: "Award Invoiced Amount"
  • Add field: "Award Contract LOC Number"
  • Add field: "Award Revenue Amount"
FINAHCORE-438
FINAH-ProjectPersonnelRole-View
  • Add field Contract 
  • Add field Contract Code
  • Add field Contract Code and Name
  • Add field Project
  • Add field Project Code
  • Add field Project Code and Name
  • Add field Role Relationship
FINAHCORE-436
FINAH-Project-Viewnew viewFINAHCORE-374


Remember, this is just the beginning of the PPM data, there is more to come.

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From: Parnell, Sarah <saparnell@ucsd.edu>
Sent: Thursday, September 24, 2020 1:23 PM
To: Financial-Analytics-COP-l (Financial-Analytics-COP-l@ucsd.edu) <Financial-Analytics-COP-l@ucsd.edu>
Cc: ITS-BIA <its-bia@ucsd.edu>; ITS-DataIntergrationServices <ITS-DataIntergrationServices@AD.UCSD.EDU>; Kilburn, Erin <ekilburn@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>; Blankenship, Laura <lsblankenship@ucsd.edu>
Subject: UAT extended – due Sept 29


Hi folks – We’ve received some great feedback on the new views that require some adjustments on our side so we are going to extend UAT for the new views of FINAH-Award-View and FINAH-ProjectPersonnelRole-View.  This will allow both us and you more time to refine these views to meet your business needs.


In prod today will be enhancements to views that are currently in use in production:  FINAH-UCSDGeneralLedger-View and FINAH-FinancialUnit-View.


Please continue your UAT of FINAH-Award-View and FINAH-ProjectPersonnelRole-View and email anything you find to busintel@ucsd.edu with “FINAH UAT due Sept 29”


Thanks for being awesome,

Sarah Parnell

Analytics Community of Practice Manager

Business Intelligence & Analytics | Information Technology Services | UC San Diego

https://ucsdcollab.atlassian.net/wiki/x/A4C0C

work cell: 858-354-9709

My pronouns [https://www.mypronouns.org/]: she/her/hers

Join my Slack workspace: UCSD Analytics https://join.slack.com/t/ucsdanalytics/shared_invite/zt-dfkjum6q-Lc9jF8W4XpIoHXDE_~FddA

 “I take care of step 1 thru 3 so you can get to step 4 faster. What’s your step 1?” - Sarah

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

From: Parnell, Sarah <saparnell@ucsd.edu>
Sent: Monday, September 14, 2020 3:58 PM
To: Financial-Analytics-COP-l (Financial-Analytics-COP-l@ucsd.edu) <Financial-Analytics-COP-l@ucsd.edu>
Cc: ITS-BIA <its-bia@ucsd.edu>; ITS-DataIntergrationServices <ITS-DataIntergrationServices@AD.UCSD.EDU>; Kilburn, Erin <ekilburn@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>; Blankenship, Laura <lsblankenship@ucsd.edu>
Subject: FINAH enhancements - UAT available - due Sept 21st


Hello Financial Activity Hub Developers - We are excited to release new views for you to test between now and end of day September 21.  If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due Sept 21st” so we can address it prior to September 21.

  • 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. 
  • 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. 
  • Hana QA:  FINAH data in Hana Prod is production Oracle data and Hana QA contains Oracle test data.

If you find an issue, please include in your email to busintel@ucsd.edu the following:

  • What browser are you using?
  • What environment are you using?  Cognos DEV, QA or PROD?  Tableau QA or Prod?
  • What data source / package are you using?
  • What results were you expecting?  What departments were you approved for via the new FINAH row level security?

View

Enhancement

Epic

FINAH-Award-View

new view

FINAHCORE-312

FINAH-FinancialUnit-View

new view

FINAHCORE-196

FINAH-ProjectPersonnelRole-View

new view

FINAHCORE-376

FINAH-UCSDGeneralLedger-View

added Award Number

FINAHCORE-363

Remember, this is just the beginning of the PPM data, there is more to come.


Thanks!

Sarah Parnell

Analytics Community of Practice Manager

Business Intelligence & Analytics | Information Technology Services | UC San Diego

saparnell@ucsd.edu

work cell: 858-354-9709

My pronouns [https://www.mypronouns.org/]: she/her/hers

Join my Slack workspace: UCSD Analytics https://join.slack.com/t/ucsdanalytics/shared_invite/zt-dfkjum6q-Lc9jF8W4XpIoHXDE_~FddA 

“My job is to make your job easier.  Where do you want to start?” - Sarah