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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2024-01-12 Financial Analytics CoP
Monthly Meeting - Office hours / Q&A session / demo time
Maillist
Teams Chat
Resources
What is the FINAH? High Level: https://blink.ucsd.edu/technology/bi/sources/financial-activity-hub/index.html
Financial ACOP Meetings: 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'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
Go over Quick Start Guides
Quick intro of people on the call
2023-12-08 Financial Analytics CoP
2023-10-13 Financial Analytics CoP
FINAH Report Developer: Give you access to build reports using FINAH
https://blink.ucsd.edu/technology/bi/sources/index.html
Report Access per folder: Gives you access to the reports in a folder
Edit: Ask the report developer to either share the report with you or add you to their Active Directory security group for that folder. bah.ucsd.edu > Tab for the report you want to make a copy of > Ask Question
View: bah.ucsd.edu > Tab for the reports you want to use > Request Access
FINAH = organization of data on a server
Server = Hana
Tableau: You only get Hana Prod unless the Tableau data source says -QA in which it is pointed at Hana-QA. You cannot choose what the data source points at.
Cognos DEV: You can pick Hana-DEV, Hana-QA or Hana-Prod. Always pick Hana-Prod. The only time you need Hana-QA is when you are testing enhancement.
Hana-Dev: updates maybe weekly, it's where the BIA team does our development
Hana-QA: right now is updated daily with Oracle Production data but sometimes we load Oracle QA data here. Not available during evenings or weekends.
Hana-Prod: updated every night with Oracle Production data
2023-09-08 Financial Analytics CoP
Research Administrator Appreciation Day and Fund Manager Summit 2023
2023-08-11 Financial Analytics CoP
FINAH Aug Prod Release will be Monday Aug 28 due to Cognos upgrade
Due to the Cognos upgrade, migrations will be frozen, including the FINAH August enhancements. This means there will be an extended UAT period.
UAT will start Thursday Aug 10, PROD migration will be Monday, Aug 28
Cognos upgrade page: Cognos 11.2.4 - August 4 to August 25, 2023
Please continue to provide feedback by emailing busintel@ucsd.edu
Judy: Not uncommon in past upgrades where something that was "forgiven" in an earlier version is no longer "forgiven" in the new version
- Not working with Excel 2019
- Not able to install on Mac
- Incompatible data type error - can be fixed in report or Excel
Tableau: https://blink.ucsd.edu/technology/bi/tools/tableau/index.html#Getting-Started-/-Requesting-Ac
Cognos: https://blink.ucsd.edu/technology/bi/tools/cognos/index.html
Report Developers: https://blink.ucsd.edu/technology/bi/sources/index.html
View > Folder > Field Name
View > Measure/Dimensions Folder > Folder > Field Name
Would it be possible to add the Folder name to the IGC Field Defn?
Would it be possible to add the Folder name to the https://tableau.ucsd.edu/#/views/ActivityHubFieldList/ActivityHubFieldNames?:iid=1
DDC = Data Definitions Committee
Goal: name fields so that they are unique and as clear as possible regarding what that field does
Goal: providing a business definition for each field
A group of SME in the data and lead report developers who meet on a weekly or bi-weekly basis to discuss.
New Goal: What folder does the field belong to
We can't move fields from 1 folder to another b/c it will break reports in Cognos
Given the knowledge we had at the time, some of the fields end up in different folders in different views b/c we didn't plan far enough ahead:
SAH-Enrollment-View > Enrollment Course > Course ID
SAH-StudentSchedule-View > Course > Course ID
2023-07-14 Financial Analytics CoP
- IBM Planning Analytics
2023-06-09 Financial Analytics CoP
See instructions at bottom of Collab Release notes page
Hana QA data is the same as Hana Prod
Hana QA not available in evenings or weekends, so sometimes it takes a little longer on Monday morning to refresh the data
A duty cycle has been implemented for Hana QA. During this time, Hana QA will not be available. Please schedule your UAT work around this duty cycle.
- Hana QA will not be available from 7pm-5am nightly
- Hana QA will not be available Saturday and Sunday
- Data loads will occur from 5am-10am on weekdays
2023-05-12 Financial Analytics CoP
VSE Categories helping Colleges, Chairs, Graduates spend gift funds
DAGC is aware of what you are doing, are using what you are building and are excited for more
Added OFC Award and OFC Project fields
Is BIA deprecating any FINAH views?
No. FINAH-Task-View was deprecated b/c the entire content of that view was moved into FINAH-ProjectCosts-View but we have no plans to deprecate any other views.
2023-04-14 Financial Analytics CoP
FAQ:
Balance
Balance Sign
Signed Balance
Balance: Absolute value of the balance, will display all values as positive values.
Balance Sign: Displays 1 for debit and -1 for credit so you can multiple this fields by another measure to quickly turn the other measure into negative credit values and positive debit values.
Credit Balance: Displays only the credit values as positive values. All debit values are set to 0.
Debit Balance: Displays only the debit values as positive values. All credit values are set to 0.
Signed Balance: Balance with negative credit value and positive debit value.
Entry Type: C indicates credit and D indicates debit.
*Can replace with Amount in other views
https://blink.ucsd.edu/technology/bi/activity-hubs/data-release/index.html
Email Mindy Peng at mpeng@ucsd.edu
Currently on deck (as of 3/15/2023)
BIA Activity Hub Roadmap:
| Lref gdrive file | ||
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AH Priorities set by the Operational Data Committee (ODC) which is a subcommittee of the Data Analytics governance Committee (DAGC)
ODC: https://blink.ucsd.edu/technology/bi/governance/odc.html
ODC Members: https://ucsdcloud.sharepoint.com/sites/itg/DAGC/SitePages/Operational-Data-Committee---ODC.aspx?source=https%3A%2F%2Fucsdcloud.sharepoint.com%2Fsites%2Fitg%2FDAGC%2FSitePages%2FForms%2FByAuthor.aspx (login required)
DAGC: https://blink.ucsd.edu/technology/bi/governance/dagc.html
DAGC Members: https://ucsdcloud.sharepoint.com/sites/itg/DAGC/SitePages/Home.aspx (login required)
2023-03-10 Financial Analytics CoP
EAH didn't receive key information about a set of AD users
Andy requested and loaded the data = DONE
Paul & Moh loaded the data from EAH to FINAH = DONE
New Views about Travel Expenses
2023-02-10 Financial Analytics CoP
Sign up for the mail list = https://signup.e2ma.net/signup/1946406/1921747/
Cognos upgrade details = Cognos 11.2.4 - August 4 to August 25, 2023
ODC: historical data is a lower priority for being added to Activity Hubs
SIO and VCHS are requesting this more and more
How are you doing the translation of the Chart of Accounts and Index?
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| All sessions are recorded. | See link at the top of the page. | FINAH Bugs & Enhancements | |||
| Analytics CoP Day | https://blink.ucsd.edu/technology/bi/communities/acop-day/index.html#Topics-&-Speakers | ||||
| What do you want to see more of in 2023? | Oracle AR data?
Data Governance = https://blink.ucsd.edu/technology/bi/governance/index.html | ||||
| Process Palooza | Looking for anyone interested in demoing reports that help improve processes. Let me know and I'll put you in touch. | Collab is moving Jan 21-22 | |||
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