20210225 FINAH Start UAT Release Notes

Owned by Saparnell
Last updated: Feb 25, 2021

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 March 3

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 March 3” so we can address it prior to the Thursday, March 4 release to Production. 

Keep up with our future enhancements here: https://ucsdcollab.atlassian.net/wiki/display/ACP/FINAH+Bugs+and+Enhancements+In+Progress

FINAH-Task-View users:

  • As we've adapted the FINAH views to your needs, all of the fields from FINAH-Task-View have been added to the FINAH-ProjectCost-View.  If you are using the FINAH-Task-View, please repoint your report at the FINAH-ProjectCost-View.  We would like to retire the FINAH-Task-View once everyone has moved their reports.

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.

ViewEnhancementEpic
FINAH-Award-View
  • Added 'Award Flow Through Sponsor Is Federal Count' 
  • Added 'Award Flow Through Sponsor Is Federal Flag' 
  • Added 'Award Flow Through Sponsor Code' 
  • Added 'Award Flow Through Sponsor Code And Name' 
  • Added 'Award Flow Through Sponsor LOC Number' 
  • Added 'Award Flow Through Sponsor REMS Code' 
FINAHCORE-878
FINAH-Project-View
  • Added 'Award Flow Through Sponsor Is Federal Count' 
  • Added 'Award Flow Through Sponsor Is Federal Flag' 
  • Added 'Award Flow Through Sponsor Code' 
  • Added 'Award Flow Through Sponsor Code And Name' 
  • Added 'Award Flow Through Sponsor LOC Number' 
  • Added 'Award Flow Through Sponsor REMS Code' 
FINAHCORE-880
FINAH-ProjectCost-View
  • Added 'Award Flow Through Sponsor Is Federal Count' 
  • Added 'Award Flow Through Sponsor Is Federal Flag' 
  • Added 'Award Flow Through Sponsor Code' 
  • Added 'Award Flow Through Sponsor Code And Name' 
  • Added 'Award Flow Through Sponsor LOC Number' 
  • Added 'Award Flow Through Sponsor REMS Code' 
  • Added 'Function Level'
  • Added 'Function Parent Code' 
  • Added 'Function Tree Node ID' 
  • Added 'Function Leaf Node Count' 
  • Added 'Function Top Node Count' 
  • Added 'Function Allow Posting Flag' 
  • Added 'Function Leaf Node Flag' 
  • Added 'Function Summary Flag' 
  • Added 'Function Top Node Flag' 

Additional Note: the fund and function info may not populate for another 1-2 days due to an initial data load that is still running.

FINAHCORE-882

FINAH-ProjectCost-View Quick Start Guide

Added 'Fund and Function' Drawer

Fund and function values are determined in the following order:

  1. If the expenditure has posted to the General Ledger, then get this information based on the actual chart string that posted**
  2. If no General Ledger information is found, then get this information from the Task DFF
  3. If both of the above are not found, then fields will be null

**Note this information is only available for expenditures that are generated in OFC and may not be available for expenditures, as an example, that were imported during conversion from IFIS or other sources.


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