From: Parnell, Sarah <saparnell@ucsd.edu>
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>; Baker, Beverly <b3baker@UCSD.EDU>; Virgil, Laura <lsvirgil@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>
Subject: FINAH enhancements - UAT available - due June 9
Hello FINAH Developers - The below fields are now available for you in UAT. If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due June 9” so we can address it prior to the Thursday, June 10 release to Production.
Renaming & Deprecating:
As we've adapted the FINAH views to your needs, we have found changing field names is painful for both report developers and our team due to the name change breaking reports, data integrations and packages / data sources. In an effort to avoid this pain, we are going to introduce a new name change strategy.
- ITS-BIA will release new fields with the revised field name in the views that contain the field to be renamed, or where a view is to be renamed ITS-BIA will release as a new view the view with the revised name.
- ITS-BIA will allow a transition period for report developers to repoint their reports at the new fields / views.
- ITS-BIA will remove the data from the old fields / views and allow a second transition period. This will not break the report but will highlight where the fields / views are still in use as they will become blank.
- ITS-BIA will deprecate the fields / views. Any reports the have not transitioned by this point will break.
We'll be using this new strategy on the following items that require name changes:
- CBO Account Hierarchy fields will be replaced by Managerial Reporting Account Hierarchy
CBO Fund Hierarchy fields will be replaced by Managerial Reporting Fund Hierarchy
Expenditure ID will be replaced by Transaction Number
Contract Sponsor LOC Number will be replaced by Award Sponsor LOC Number
Contract Sponsor Is Federal Flag will be replaced by Award Sponsor Is Federal Flag
Contract Sponsor Is Federal Count will be replaced by Award Sponsor Is Federal Count
FINAH-Task-View will be replaced by FINAH-ProjectCosts-View
| Date |
| Status |
|---|
| Currently Available | | Completed |
| May 6 | The following fields will be released for UAT - Managerial Reporting Account Hierarchy fields will be added to FinAH Views
- Managerial Reporting Fund Hierarchy fields will be added to FinAH Views
- Transaction Number will be added to FinAH Views
These fields will be migrated to Production on May 13. | Completed |
May 6 – June 3 | Report developers will repoint their reports CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields Expenditure ID should be repointed at Transaction Number Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count - Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
| In Progress |
June 3 | The following will display blank values in Hana QA for UAT CBO Account Hierarchy fields will display blank values CBO Fund Hierarchy fields will display blank values Expenditure ID will display blank values - Contract Sponsor LOC Number will display blank values
Contract Sponsor Is Federal Flag will display blank values Contract Sponsor Is Federal Count will display blank values - Reports built from FINAH-Task-View will display blank values
The fields will display blank values in Production starting June 10. | Complete |
Updated: June 3 – July 8
(to accommodate July 4th) | End customers will see empty fields in reports that have not yet been repointed by report developers Report developers will repoint their reports CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields Expenditure ID should be repointed at Transaction Number Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count - Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
| Start Now |
Updated: July 8 | The following will be deleted from Hana QA. CBO Account Hierarchy fields CBO Fund Hierarchy fields Expenditure ID Contract Sponsor LOC Number Contract Sponsor Is Federal Flag Contract Sponsor Is Federal Count - FINAH-Task-View
|
|
June 10
Updated: July 8 | The following will be deleted from PROD causing any un-touched reports to break. CBO Account Hierarchy fields CBO Fund Hierarchy fields Expenditure ID Contract Sponsor LOC Number Contract Sponsor Is Federal Flag Contract Sponsor Is Federal Count - FINAH-Task-View
|
|
Customer Service Reminder:
Data in UAT is not ready to be shared with end customers, is not considered completely validated and can change suddenly. For optimal customer satisfaction, do not connect your production solutions to packages / data sources that are in UAT. If you choose to share UAT items with end customer, be explicit that the data and report is in UAT and can change suddenly or be broken by UAT changes.
How to test the new enhancements:
- Cognos: Use the packages in Cognos DEV > Financial Activity Hub > Financial Activity Hub Packages 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 with Oracle Production data.
- Tableau: Sign into Tableau 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. Using this data source will allow you to see the below enhancements with Oracle Production data.
- Hana QA: FINAH data in Hana QA is production Oracle data loaded daily, just like in Hana PROD.
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? Or Tableau?
- What data source / package are you using?
- What results were you expecting?
Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report.
| View | Enhancement | Epic |
|---|
| FINAH-Account-View | Added Managerial Reporting Account Hierarchy L1 Code Added Managerial Reporting Account Hierarchy L1 Added Managerial Reporting Account Hierarchy L1 Code and Name Added Managerial Reporting Account Hierarchy L2 Code Added Managerial Reporting Account Hierarchy L2 Added Managerial Reporting Account Hierarchy L2 Code and Name Added Managerial Reporting Account Hierarchy L3 Code Added Managerial Reporting Account Hierarchy L3 Added Managerial Reporting Account Hierarchy L3 Code and Name Added Managerial Reporting Account Hierarchy L4 Code Added Managerial Reporting Account Hierarchy L4 Added Managerial Reporting Account Hierarchy L4 Code and Name Added Managerial Reporting Account Hierarchy L5 Code Added Managerial Reporting Account Hierarchy L5 Added Managerial Reporting Account Hierarchy L5 Code and Name
| FINAHCORE-1082 |
| FINAH-ChartStringCombination-View | New View! This view will show all UCSD COA code combinations (chart strings) independent of ledger transactions. | FINAHCORE-388 |
| FINAH-Fund-View | Added Managerial Reporting Fund Hierarchy L1 Code Added Managerial Reporting Fund Hierarchy L1 Added Managerial Reporting Fund Hierarchy L1 Code and Name Added Managerial Reporting Fund Hierarchy L2 Code Added Managerial Reporting Fund Hierarchy L2 Added Managerial Reporting Fund Hierarchy L2 Code and Name Added Managerial Reporting Fund Hierarchy L3 Code Added Managerial Reporting Fund Hierarchy L3 Added Managerial Reporting Fund Hierarchy L3 Code and Name Added Managerial Reporting Fund Hierarchy L4 Code Added Managerial Reporting Fund Hierarchy L4 Added Managerial Reporting Fund Hierarchy L4 Code and Name Added Managerial Reporting Fund Hierarchy L5 Code Added Managerial Reporting Fund Hierarchy L5 Added Managerial Reporting Fund Hierarchy L5 Code and Name Added Managerial Reporting Fund Hierarchy L6 Code Added Managerial Reporting Fund Hierarchy L6 Added Managerial Reporting Fund Hierarchy L6 Code and Name
| FINAHCORE-1084 |
| FINAH-ProjectCosts-View | - Added Award Fiscal Manager Active Count
- Added Award Fiscal Manager Email Address
- Added Award Fiscal Manager Employee ID
- Added Award Fiscal Manager ID And Name
- Added Award Fiscal Manager Name Full
- Added Award Fund Manager Active Count
- Added Award Backlog Amount
- Added Award Contract Amount
- Added Award MSO DBO CAO Active Count
- Added Award MSO DBO CAO Email Address
- Added Award MSO DBO CAO Employee ID
- Added Award MSO DBO CAO ID And Name
- Added Award MSO DBO CAO Name Full
- Added Award Principal Investigator Active Count
- Added Award Project Manager Active Count
- Added Award Project Manager Email Address
- Added Award Project Manager Employee ID
- Added Award Project Manager ID And Name
- Added Award Project Manager Name Full
- Added Fund L1 to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L1 Code to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L1 Code and Name to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L2 to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L2 Code to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L2 Code and Name to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L3 to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L3 Code to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L3 Code and Name to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L4 to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L4 Code to Fund folder in Cognos, please repoint your report to this new field
- Added Fund L4 Code and Name to Fund folder in Cognos, please repoint your report to this new field
- Moved Fund L1 to Fund folder in Tableau
- Moved Fund L1 Code to Fund folder in Tableau
- Moved Fund L1 Code and Name to Fund folder in Tableau
- Moved Fund L2 to Fund folder in Tableau
- Moved Fund L2 Code to Fund folder in Tableau
- Moved Fund L2 Code and Name to Fund folder in Tableau
- Moved Fund L3 to Fund folder in Tableau
- Moved Fund L3 Code to Fund folder in Tableau
- Moved Fund L3 Code and Name to Fund folder in Tableau
- Moved Fund L4 to Fund folder in Tableau
- Moved Fund L4 Code to Fund folder in Tableau
- Moved Fund L4 Code and Name to Fund folder in Tableau
- Added Managerial Reporting Fund Hierarchy L1
- Added Managerial Reporting Fund Hierarchy L1 Code
- Added Managerial Reporting Fund Hierarchy L1 Code and Name
- Added Managerial Reporting Fund Hierarchy L2
- Added Managerial Reporting Fund Hierarchy L2 Code
- Added Managerial Reporting Fund Hierarchy L2 Code and Name
- Added Managerial Reporting Fund Hierarchy L3
- Added Managerial Reporting Fund Hierarchy L3 Code
- Added Managerial Reporting Fund Hierarchy L3 Code and Name
- Added Managerial Reporting Fund Hierarchy L4
- Added Managerial Reporting Fund Hierarchy L4 Code
- Added Managerial Reporting Fund Hierarchy L4 Code and Name
- Added Managerial Reporting Fund Hierarchy L5
- Added Managerial Reporting Fund Hierarchy L5 Code
- Added Managerial Reporting Fund Hierarchy L5 Code and Name
- Added Managerial Reporting Fund Hierarchy L6
- Added Managerial Reporting Fund Hierarchy L6 Code
- Added Managerial Reporting Fund Hierarchy L6 Code and Name
Added Project Fiscal Manager Active Count Added Project Fiscal Manager Email Address Added Project Fiscal Manager Employee ID Added Project Fiscal Manager ID And Name Added Project Fiscal Manager Name Full Added Project Fund Manager Active Count Added Project Fund Manager Email Address Added Project Fund Manager Employee ID Added Project Fund Manager ID And Name Added Project Fund Manager Name Full Added Project Manager Active Count Added Project MSO DBO CAO Active Count Added Project MSO DBO CAO Email Address Added Project MSO DBO CAO Employee ID Added Project MSO DBO CAO ID And Name Added Project MSO DBO CAO Name Full Added Project Principal Investigator Active Count Added Project Principal Investigator Email Address Added Project Principal Investigator Employee ID Added Project Principal Investigator ID And Name Added Project Principal Investigator Name Full Added Task Fund Manager Active Count Added Task Manager Active Count Added Task Manager Email Address Added Task Manager Employee ID Added Task Manager ID And Name Added Task Manager Name Full Added Award Invoiced Amount Added Award Revenue Amount Added Project Budget Period Actual Amount Added Project Budget Period Available Amount Added Project Budget Period Budget Amount Added Project Budget Period Commitment Amount Added Project Budget Period Funding Amount Added Project Budget Period Unbudgeted Amount - Tableau note: Project Budget Period Amounts will be a new level for Tableau LOD calculations. Please see the Quick Start Guide for more information.
- Special note: For 'Task Fund Manager' only the person name full will be populated (i.e. not email address, employee ID, or other person attributes), as OFC currently does not store the employee ID for the Task Fund Manager, only the person's full name.
- Person Role note: If there is more than one person per role then FINAH is displaying the most recent person. If there are multiple people with the same start date then the alphabetically first person is displayed.
- Role Active Count: Indicates how many people are actively assigned to the role. Many roles are intended to have 1 person.
| FINAHCORE-1009 |
| FINAH-ProjectPersonnelRole-View | - Added Task Code
- Added Task
Added Task Code and Name
| FINAHCORE-1094 |
| FINAH-UCSDGeneralLedger-View | Added Managerial Reporting Account Hierarchy L1 Code Added Managerial Reporting Account Hierarchy L1 Added Managerial Reporting Account Hierarchy L1 Code and Name Added Managerial Reporting Account Hierarchy L2 Code Added Managerial Reporting Account Hierarchy L2 Added Managerial Reporting Account Hierarchy L2 Code and Name Added Managerial Reporting Account Hierarchy L3 Code Added Managerial Reporting Account Hierarchy L3 Added Managerial Reporting Account Hierarchy L3 Code and Name Added Managerial Reporting Account Hierarchy L4 Code Added Managerial Reporting Account Hierarchy L4 Added Managerial Reporting Account Hierarchy L4 Code and Name Added Managerial Reporting Account Hierarchy L5 Code Added Managerial Reporting Account Hierarchy L5 Added Managerial Reporting Account Hierarchy L5 Code and Name Added Managerial Reporting Fund Hierarchy L1 Code Added Managerial Reporting Fund Hierarchy L1 Added Managerial Reporting Fund Hierarchy L1 Code and Name Added Managerial Reporting Fund Hierarchy L2 Code Added Managerial Reporting Fund Hierarchy L2 Added Managerial Reporting Fund Hierarchy L2 Code and Name Added Managerial Reporting Fund Hierarchy L3 Code Added Managerial Reporting Fund Hierarchy L3 Added Managerial Reporting Fund Hierarchy L3 Code and Name Added Managerial Reporting Fund Hierarchy L4 Code Added Managerial Reporting Fund Hierarchy L4 Added Managerial Reporting Fund Hierarchy L4 Code and Name Added Managerial Reporting Fund Hierarchy L5 Code Added Managerial Reporting Fund Hierarchy L5 Added Managerial Reporting Fund Hierarchy L5 Code and Name Added Managerial Reporting Fund Hierarchy L6 Code Added Managerial Reporting Fund Hierarchy L6 Added Managerial Reporting Fund Hierarchy L6 Code and Name
| FINAHCORE-1086 |
| FINAH-UCSDGeneralLedgerBalances-View | Added Managerial Reporting Account Hierarchy L1 Code Added Managerial Reporting Account Hierarchy L1 Added Managerial Reporting Account Hierarchy L1 Code and Name Added Managerial Reporting Account Hierarchy L2 Code Added Managerial Reporting Account Hierarchy L2 Added Managerial Reporting Account Hierarchy L2 Code and Name Added Managerial Reporting Account Hierarchy L3 Code Added Managerial Reporting Account Hierarchy L3 Added Managerial Reporting Account Hierarchy L3 Code and Name Added Managerial Reporting Account Hierarchy L4 Code Added Managerial Reporting Account Hierarchy L4 Added Managerial Reporting Account Hierarchy L4 Code and Name Added Managerial Reporting Account Hierarchy L5 Code Added Managerial Reporting Account Hierarchy L5 Added Managerial Reporting Account Hierarchy L5 Code and Name Added Managerial Reporting Fund Hierarchy L1 Code Added Managerial Reporting Fund Hierarchy L1 Added Managerial Reporting Fund Hierarchy L1 Code and Name Added Managerial Reporting Fund Hierarchy L2 Code Added Managerial Reporting Fund Hierarchy L2 Added Managerial Reporting Fund Hierarchy L2 Code and Name Added Managerial Reporting Fund Hierarchy L3 Code Added Managerial Reporting Fund Hierarchy L3 Added Managerial Reporting Fund Hierarchy L3 Code and Name Added Managerial Reporting Fund Hierarchy L4 Code Added Managerial Reporting Fund Hierarchy L4 Added Managerial Reporting Fund Hierarchy L4 Code and Name Added Managerial Reporting Fund Hierarchy L5 Code Added Managerial Reporting Fund Hierarchy L5 Added Managerial Reporting Fund Hierarchy L5 Code and Name Added Managerial Reporting Fund Hierarchy L6 Code Added Managerial Reporting Fund Hierarchy L6 Added Managerial Reporting Fund Hierarchy L6 Code and Name
| FINAHCORE-1088 |
If you cannot view the FINAHCORE links, please request access to Jira here: https://ucsdservicedesk.service-now.com/its?id=sc_cat_item&sys_id=9af5d148db514450008c9837db96190b
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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
“My job is to make your job easier. Where do you want to start?” - Sarah