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From: Parnell, Sarah <saparnell@ucsd.edu>
Sent:
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 October 30


Hello Financial Activity Hub Developers - We are excited to release new views for you to test between now and end of day October 30.  If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due October 30" so we can address it prior to October 30.

  • 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?

Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report.

ViewEnhancementEpic
FINAH-Award-View

New view released to UAT on 9/30

  • *Changed name: Award Budget Funding Amount to Award Budget Period Funding Amount
  • *Changed name: Award Budget Cost Amount to Award Budget Period Cost Amount
  • *Changed name: Award Budget Invoice Amount to Award Budget Period Invoice Amount
  • *Changed name: Award Budget Revenue Amount to Award Budget Period Revenue Amount
FINAHCORE-438
FINAH-Account-View
  • Add field: CBO Account Hierarchy L1 Code
  • Add field: CBO Account Hierarchy L1
  • Add field: CBO Account Hierarchy L1 Code and Name
  • Add field: CBO Account Hierarchy L2 Code
  • Add field: CBO Account Hierarchy L2
  • Add field: CBO Account Hierarchy L2 Code and Name
  • Add field: CBO Account Hierarchy L3 Code
  • Add field: CBO Account Hierarchy L3
  • Add field: CBO Account Hierarchy L3 Code and Name
  • Add field: CBO Account Hierarchy L4 Code
  • Add field: CBO Account Hierarchy L4
  • Add field: CBO Account Hierarchy L4 Code and Name
  • Add field: CBO Account Hierarchy L5 Code
  • Add field: CBO Account Hierarchy L5
  • Add field: CBO Account Hierarchy L5 Code and Name
FINAHCORE-528
FINAH-Fund-View
  • Add field: CBO Fund Hierarchy L1 Code
  • Add field: CBO Fund Hierarchy L1
  • Add field: CBO Fund Hierarchy L1 Code and Name
  • Add field: CBO Fund Hierarchy L2 Code
  • Add field: CBO Fund Hierarchy L2
  • Add field: CBO Fund Hierarchy L2 Code and Name
  • Add field: CBO Fund Hierarchy L3 Code
  • Add field: CBO Fund Hierarchy L3
  • Add field: CBO Fund Hierarchy L3 Code and Name
  • Add field: CBO Fund Hierarchy L4 Code
  • Add field: CBO Fund Hierarchy L4
  • Add field: CBO Fund Hierarchy L4 Code and Name
  • Add field: CBO Fund Hierarchy L5 Code
  • Add field: CBO Fund Hierarchy L5
  • Add field: CBO Fund Hierarchy L5 Code and Name
  • Add field: CBO Fund Hierarchy L6 Code
  • Add field: CBO Fund Hierarchy L6
  • Add field: CBO Fund Hierarchy L6 Code and Name
FINAHCORE-525
FINAH-Project-View

New view released to UAT on 9/30

Added additional fields for UAT on 10/14

FINAHCORE-374
FINAH-ProjectCosts-ViewNew viewFINAHCORE-464
FINAH-Task-ViewNew viewFINAHCORE-375
FINAH-UCSDGeneralLedger-View
  • Add field: CBO Account Hierarchy L1 Code
  • Add field: CBO Account Hierarchy L1
  • Add field: CBO Account Hierarchy L1 Code and Name
  • Add field: CBO Account Hierarchy L2 Code
  • Add field: CBO Account Hierarchy L2
  • Add field: CBO Account Hierarchy L2 Code and Name
  • Add field: CBO Account Hierarchy L3 Code
  • Add field: CBO Account Hierarchy L3
  • Add field: CBO Account Hierarchy L3 Code and Name
  • Add field: CBO Account Hierarchy L4 Code
  • Add field: CBO Account Hierarchy L4
  • Add field: CBO Account Hierarchy L4 Code and Name
  • Add field: CBO Account Hierarchy L5 Code
  • Add field: CBO Account Hierarchy L5
  • Add field: CBO Account Hierarchy L5 Code and Name
  • Add field: CBO Fund Hierarchy L1 Code
  • Add field: CBO Fund Hierarchy L1
  • Add field: CBO Fund Hierarchy L1 Code and Name
  • Add field: CBO Fund Hierarchy L2 Code
  • Add field: CBO Fund Hierarchy L2
  • Add field: CBO Fund Hierarchy L2 Code and Name
  • Add field: CBO Fund Hierarchy L3 Code
  • Add field: CBO Fund Hierarchy L3
  • Add field: CBO Fund Hierarchy L3 Code and Name
  • Add field: CBO Fund Hierarchy L4 Code
  • Add field: CBO Fund Hierarchy L4
  • Add field: CBO Fund Hierarchy L4 Code and Name
  • Add field: CBO Fund Hierarchy L5 Code
  • Add field: CBO Fund Hierarchy L5
  • Add field: CBO Fund Hierarchy L5 Code and Name
FINAHCORE-169

UAT completed when we published the General Ledger so these were moved directly into production.

ViewEnhancementEpic
FINAH-Account-ViewNew View with no GL measuresFINAHCORE-186
FINAH-Entity-ViewNew View with no GL measuresFINAHCORE-188
FINAH-FoundationInvestmentPool-ViewNew View with no GL measuresFINAHCORE-195
FINAH-Function-ViewNew View with no GL measuresFINAHCORE-197
FINAH-Fund-ViewNew View with no GL measuresFINAHCORE-198
FINAH-Location-ViewNew View with no GL measuresFINAHCORE-202
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