20201014 FINAH UAT Start Notes

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
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
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

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20201014 FINAH UAT Start Notes

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