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20201014 FINAH UAT Start Notes

20201014 FINAH UAT Start Notes

Oct 14, 2020

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.

View

Enhancement

Epic

View

Enhancement

Epic

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-View

New view

FINAHCORE-464

FINAH-Task-View

New view

FINAHCORE-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.

View

Enhancement

Epic

View

Enhancement

Epic

FINAH-Account-View

New View with no GL measures

FINAHCORE-186

FINAH-Entity-View

New View with no GL measures

FINAHCORE-188

FINAH-FoundationInvestmentPool-View

New View with no GL measures

FINAHCORE-195

FINAH-Function-View

New View with no GL measures

FINAHCORE-197

FINAH-Fund-View

New View with no GL measures

FINAHCORE-198

FINAH-Location-View

New View with no GL measures

FINAHCORE-202