FINAH-UCSDGeneralLedger-View Quick Start Guide

Owned by Saparnell
Last updated: Mar 16, 2022 by Former user (Deleted)
2 min read

This view contains the all of the transactions posted to the UCSD General Ledger including all encumbrances and actuals. 

  • This view only transactions that have posted.  This does not include pre-posted, unposted, not approved transactions, not posted, and/or un-processed costs.
  • This view does not contain sub-ledger information. 
  • Start here and then branch out as needed.

(info) In order to see the General Ledger data within Oracle UI you'll need access to General Accounting Dashboard > Inquiry and Analysis Balances

Data Loads:

Data is loaded nightly from oracle.  To see when the data completed being loaded by UCSD into FINAH see this report: Tableau > Public > AH Data Load Status Report

Granularity:

One row per general ledger transaction.  These are summary level transactions that are posted to the general ledger.  The view is at transaction level granularity.

Please note: Only objects with transactions are included in this view and only objects with transactions in the source Oracle table.


LevelKey (uniqueness / group by)Measures
1Transaction Amount

Tableau report developers: { FIXED [Transaction Line Code], [Transaction System Counter] : SUM([Transaction Amount]) }


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Key Fields to View:

  • Account
  • Award
  • Function
  • Fund
  • Location
  • Program
  • Project

Key Fields Filter on:

  • Accounting Period
  • Ledger Encumbrance Type


Additional Notes: