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 April 14
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 April 14” so we can address it prior to the Thursday, April 15 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 new name change strategy.
- ITS-BIA will release new fields or views the contain the new names.
- ITS-BIA will allow a transition period for report developers to repoint their reports at the new fields or views.
- ITS-BIA will remove the data from the old fields or 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 or views. Any reports the have not transitions by this point will break.
We'll be using this new strategy on the following items that require name changes:
- CBO Account Hierarchy will be renamed to Managerial Reporting Account Hierarchy
CBO Fund Hierarchy will be renamed to Managerial Reporting Fund Hierarchy
Expenditure ID will be renamed to Transaction Number
FINAH-Task-View will be replaced by FINAH-ProjectCosts-View
| Date | |
|---|---|
| May 6 | The following fields will be released for UAT
These fields will be migrated to Production on May 13. |
| May 6 - May 20 | Report developers will repoint their reports
|
| May 20 | The following will display blank values in Hana QA for UAT
The fields will display blank values in Production starting May 27. |
| May 20 - June 3 | End customers will see empty fields in reports that have not yet been repointed by report developers. Report developers will repoint their reports
|
| June 3 | The following will be deleted from Hana QA.
|
| June 10 | The following will be deleted from PROD causing any un-touched reports to break.
|
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-Award-View |
| FINAHCORE-926 |
| FINAH-Project-View |
| FINAHCORE-928 |
| FINAH-ProjectCosts-View |
| FINAHCORE-930 |
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
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