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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

With the success of the RAH go live and EAH go live, we are disappointed to be behind schedule with FINAH.  After consideration of year end close in IFIS, current stabilization of Oracle and remaining work needed to release the Financial Activity Hub, we estimate that the first wave of Financial Activity Hub will be launched on August 15, 2020.

Our goal is to go live with Wave 1 on August 15th with General Ledger and Advancement (STAR report) data in FINAH and Wave 2 on August 31st with PPM and Budget data.

User acceptance testing (UAT) started on July 9th with a small set of Beta Testers. As part of UAT we are gaining clarity on the needs around Budget data, Account Receivable (AR) and Accounts Payable (AP).  As FINAH development progresses we'll be able to include more users in UAT so that report development can being prior to go live.

Optional Cognos and Tableau training with FINAH data starts July 29 and extends through September 17.  Oracle access with a role of UCSD BI Consumer JR is a per-requsite to signing up for the Cognos / Tableau training.

For more details about FINAH see https://esr.ucsd.edu/projects/activity-hubs/financial/index.html

• Beta testing group = /wiki/spaces/FinAH/pages/53609839
• Working with data form Oracle test instance
• Focus on FINAH-UCSDGeneralLedger-View =Financial Activity Hub FCVs and Fields
• Those interested in being a Beta Tester contact saparnell@ucsd.edu

Want to keep Keep up on Financial Analytics news?  Join our mail list: News  Subscribe by joining the Financial Analytics Community of Practice Google Group at https://mailmangroups.ucsdgoogle.educom/mailmanu/listinfo/financial-analytics-cop-l

Date, Time, Jira Time Tracking

Going live with Production data in Hana Production / Cognos Production / Tableau Production this weekend for FINAH-UCSDGeneralLedger-View.

Data will be reloaded from Oracle Production daily between 6:30am-6:31am.

Later release will include sub-ledger information.

• Must be an Oracle BI user with at least the UCSD BI Consumer JR role.  See details here: /wiki/spaces/FinAH/pages/53609469 and then email busintel@ucsd.edu to request being a FINAH Developer.
• Working with FIS to automate the access process so that FINAH access is incorporated into their Oracle BI Access request form.

Do you all want Hana Test to have Oracle Test data or Oracle Production data?

• Hana Test with Oracle Test data means you can go into Oracle Test and change data and then see those changes in Hana QA the next day.
• Hana Prod with Oracle Prod data means you can do any UAT against Hana Prod data.

https://blink.ucsd.edu/finance/fis-project/fin-training.html#Training-Office-Hours-

Look for Oracle BI & Financial Reporting.  Starting today the BIA will be joining the Oracle BI & Financial Reporting office hours to answer an FINAH questions.

1/a/ucsd.edu/g/FinancialAnalyticsCoP-g

For Financial Data Access Go to FINAH Access for Developers and Consumers

Oracle Financial Cloud References

Oracle procurement Glossary:  https://blink.ucsd.edu/

buy-

https://blink.ucsd.edu/finance/fis-project/fin-access.html

On 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.

pay/ways/marketplace/help/glossary.html

Budget & Finance Glossary:  https://blink.ucsd.edu/finance/support/

training-

events/

Look for Oracle: BI Tools for Report Consumers

glossary.html

Fund Glossary PDF:  https://blink.ucsd.edu/_files/finance-tab/

Look for Oracle BI & Financial Reporting

budget/Fund%20Glossary.pdf

UCSD's Invoicing & Payment Strategy Glossary: https://blink.ucsd.edu/

_files/

sponsor-

1) We haven't built that yet.

2) It will be posted to our How to Get AH Data Page for both Report Developers and Data integration developers. Financial Activity Hub FCVs and Fields

Date, Time, Jira Time Tracking

tab/bfs/ipps/glossary.pdf

Research Administration Glossary:  https://blink.ucsd.edu/

sponsor/

ra-

training/

glossary.html

Concur Travel & Expense Glossary:  https://blink.ucsd.edu/

travel/

concur/glossary.html

On 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.

https://blink.ucsd.edu/finance/fis-project/fin-training.html#Live-Virtual-Instructor-Led-Cla

Look for Oracle: BI Tools for Report Consumers

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/

bi-

Look for Oracle BI & Financial Reporting

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.

financial-reporting/index.html

Additional Support