20200827 - RAH Release Notes Tableau

Owned by Saparnell
Sept 02, 2020
3 min read

From: Parnell, Sarah
Sent: Thursday, August 27, 2020 4:33 PM
To: RA-BI-Developers <RA-BI-Developers@ucsd.edu>
Cc: ITS-BIA <its-bia@ucsd.edu>; Urrutia, Gonzalo <gonzalo@ucsd.edu>; Armenta, Eduardo <earmenta@ucsd.edu>; Kettnich, Cheryl <ckettnich@health.ucsd.edu>; Joyce, Nicole <njoyce@ucsd.edu>; ITS-DataIntergrationServices <ITS-DataIntergrationServices@AD.UCSD.EDU>
Subject: RAH enhancements for PD and IP in Production


Hi all – Thank you for taking the time to validate the changes below.  They have successfully be moved into Production.


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


Join my Slack workspace: UCSD Analytics https://join.slack.com/t/ucsdanalytics/shared_invite/zt-dfkjum6q-Lc9jF8W4XpIoHXDE_~FddA

 

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


From: Parnell, Sarah <saparnell@ucsd.edu>
Sent: Friday, August 21, 2020 12:53 PM
To: RA-BI-Developers <RA-BI-Developers@ucsd.edu>
Cc: ITS-BIA <its-bia@ucsd.edu>; Urrutia, Gonzalo <gonzalo@ucsd.edu>; Armenta, Eduardo <earmenta@ucsd.edu>; Kettnich, Cheryl <ckettnich@health.ucsd.edu>; Joyce, Nicole <njoyce@ucsd.edu>; ITS-DataIntergrationServices <ITS-DataIntergrationServices@AD.UCSD.EDU>
Subject: RAH enhancements - UAT available in Tableau - due Aug 26th


Hi folks – Today begins the User Acceptance Testing (UAT) of the latest Research Administration enhancements in Tableau.  If you see any issues while testing the following items, email busintel@ucsd.edu with the subject line including “RAH UAT due Aug 26th”.  We’re excited to make the following enhancements available to you for user acceptance testing prior to moving these enhancements to production.  Many of these enhancements are directly related to your questions and needs so we eagerly await your feedback.


Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report.


Tableau QA > Research Administration - Developer Package - PD – KUALI -QA

  • Repointed IP Organization & IP Organization Code at more appropriate source
  • New field: IP Lead Unit VC Unit Code
  • New field: IP Lead Unit VC Unit
  • New field: IP Lead Division Code
  • New field: IP Lead Division Name
  • *Renamed IP Lead Unit VC Unit to IP Lead Unit Kuali Hierarchy Code
  • *Renamed IP Lead Unit VC Unit Code to IP Lead Unit Kuali Hierarchy Code
  • *Renamed IP Lead Unit VC Unit Name and Code to IP Lead Unit Kuali Hierarchy Name and Code
  • *Renamed IP Investigator VC Unit to IP Investigator Kuali Hierarchy Unit
  • *Renamed IP Investigator VC Unit Code to IP Investigator Kuali Hierarchy Unit
  • *Renamed IP Key Person VC Unit to IP Key Person Kuali Hierarchy Unit
  • *Renamed IP Key Person VC Unit Code IP Key Person Kuali Hierarchy Unit Code
  • *Renamed IP Principal Investigator VC Unit to IP Investigator Kuali Hierarchy Unit
  • *Renamed IP Principal Investigator VC Unit Code to IP Investigator Kuali Hierarchy Unit Code

Tableau QA > Research Administration - Developer Package - IP – KUALI -QA

  • Repointed PD Organization & PD Organization Code at more appropriate source
  • New field: PD Lead Unit VC Unit Code
  • New field: PD Lead Unit VC Unit
  • New field: PD Lead Division
  • New field: PD Lead Division Code
  • *Renamed PD Lead Unit VC Unit to PD Lead Unit Kuali Hierarchy Unit
  • *Renamed PD Lead Unit VC Unit Code to PD Lead Unit Kuali Hierarchy Unit Code
  • *Renamed PD Investigator VC Unit to PD Investigator Kuali Hierarchy Unit
  • *Renamed PD Investigator VC Unit Code PD Investigator Kuali Hierarchy Unit Code
  • *Renamed PD Key Person VC Unit to PD Key Person Kuali Hierarchy Unit
  • *Renamed PD Key Person VC Unit Code to PD Key Person Kuali Hierarchy Unit Code
  • *Renamed PD Principal Investigator VC Unit to PD Principal Investigator Kuali Hierarchy Unit
  • *Renamed PD Principal Investigator VC Unit Code to PD Principal Investigator Kuali Hierarchy Unit Code


These enhancements are related to the following epics:

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

Join my Slack workspace: UCSD Analytics https://join.slack.com/t/ucsdanalytics/shared_invite/zt-dfkjum6q-Lc9jF8W4XpIoHXDE_~FddA


“My job is to make your job easier.  Where do you want to start?” - Sarah