This view contains all of the Award and associated information.
Data Loads:
Data is loaded nightly from Kuali.
Granularity:
Granularity is the scale or level of detail present in a set of data. It identifies where levels of uniqueness exists in the data. The data lives in the view at the lowest level, but each BI tool totals the levels differently.
Cognos developers: Cognos will aggregate the totals at the correct grain. You can shut off the aggregation as needed.
Tableau developers: Tableau will aggregate the total for all levels of the view, this will inflate your numbers. Level of Detail calculations have been built into the Tableau data source based on the measure's the granularity.
| Level | Key (uniqueness / group by) | Attributes | |
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| 1 | UCSD Award Sequence Number | UCSD Award Number - Full + UCSD Award Sequence Number + Award OP Reporting Date Tableau report developers: {FIXED [UCSD Award Number - Full], [UCSD Award Sequence Number]: MIN([Award...])} | Measure:
All dimensions not listed below |
| 2 | Lower Levels | There are multiple groups of fields that live at a lower grain than the Award + Sequence Number. These groups are not part of a hierarchy and should be considered separately. If you add any field from these groups to your report you will see the Measures that live at a higher grain repeated for each value within these groups. This is expected behavior. | Folders containing these groups of fields include:
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| 2 | Lower Level: Cost Sharing Source Account | UCSD Award Number - Full + UCSD Award Sequence Number + Award Cost Sharing Source Account Tableau report developers: {FIXED [UCSD Award Number - Full], [UCSD Award Sequence Number], [Award Cost Sharing Source Account]: MIN([Award Cost Sharing...])} | Measures
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| 2 | Lower Level: Award Project Period | UCSD Award Number - Full + Award Fund Number + Award Project Period ID Tableau report developers: {FIXED [UCSD Award Number - Full], [Award Fund Number], [Award Project Period ID]: MIN([Award Project...])} | Measures
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| Award IP Costs, Obligated Totals, and Anticipated Totals | An award can be linked to multiple IP records, and every IP record, along with it's associated Costs is now in the Award View. Tableau Report Developers:
| Measures
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| Obligated Totals, and Anticipated Totals | In Order to calculate the Award Obligated Totals one can apply the filters below in the "Key Fields Filter on" section, or incorporate the appropriate field filter values into a formula which is essential when the desired outcome is to also show Anticipated totals for records that were migrated from the old system (COEUS) to Kuali. Tableau Report Developers:
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The lowest level is one row per associated field value.
Key Fields to View:
- UCSD Award Number - Base
- Award OP Reporting Date = the date of processing in Kuali
Key Fields Filter on:
- Award Version Status
- Legacy Tier Indicator
- Legacy Pending Transaction
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To save you time and effort, the following filters have been made available for you. In Cognos, drag and drop the filter onto the display object you want filtered. In Tableau, drag and drop the filter onto the filter card.
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IP or Award with Keyword like %Covid%. |
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Many fields are manually entered into Kuali. If there is a change in spelling then the reporting tool will see the various data at a new row of data. The following fields are often affected:
Include the following fields in your report to clarify differences: Award Number Base |
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Filters:Award Version Status in Active (for most recent), Archive (for Coeus) Legacy Tier Indicator in '-', Tier 3 (so you only get transactions). Kuali records will be '-' and Coeus Legacy Pending Transaction <> 'Y' Award OP Reporting Date = the date of processing in Kuali Measures:Award Obligated Direct Cost Award Obligated Indirect Cost Award Obligated Total Cost |
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Some Agency (Name) fields will show null even though there are Agency Codes: Award REMS Sponsor Agency Award Prime Sponsor REMS Sponsor Agency Per UCOP “Not ALL sponsor codes will have these selected – we update legacy codes as we interact with them.” |