20210204 FINAH Production Release Notes

From: Parnell, Sarah <saparnell@ucsd.edu>
Sent: Thursday, February 4, 2021 8:52 PM
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-DataIntegrationServices <DBA@ucsdcloud.onmicrosoft.com>; Kilburn, Erin <ekilburn@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>; Baker, Beverly <b3baker@UCSD.EDU>; Virgil, Laura <lsvirgil@ucsd.edu>
Subject: FINAH enhancements - Production Release


Happy Thursday – The below enhancements have been migrated to Production.

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Thanks for being awesome,

Sarah Parnell

Analytics Community of Practice Manager

Business Intelligence & Analytics | Information Technology Services | UC San Diego

https://ucsdcollab.atlassian.net/wiki/x/A4C0C

work cell: 858-354-9709

My pronouns [https://www.mypronouns.org/]: she/her/hers

 

“I take care of step 1 thru 3 so you can get to step 4 faster. What’s your step 1?” - Sarah

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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>; Kim, Elliot <etkim@ucsd.edu>; Blankenship, Laura <lsblankenship@ucsd.edu>; Chou, Kevin <kcchou@ucsd.edu>
Subject: FINAH enhancements - UAT available - due February 3

Hello FINAH Developers - If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due February 3” so we can address it prior to the February 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-ProjectCosts-View
  • Added "Task Budget Period Budget Amount"
  • Added "Task Budget Period Commitment Amount"
  • Added "Task Budget Period Actual Amount"
  • Added "Task Budget Period Available Amount"
  • Added "Program Code"
  • Added "Location Code"
  • Added "Function Code"
  • Added "Account Code"
FINAHCORE-739
FINAH-UCSDGeneralLedgerBalance-ViewBack in developmentFINAHCORE-613
FINAH-UCSDGeneralLedger-View
  • Added "Original Transaction Reference"
FINAHCORE-324

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