RAH-AwardDetail-View Quick Start Guide

RAH-AwardDetail-View Quick Start Guide

 

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Overview


This view contains all of the Award and associated information.

Critical Concepts


This view contains multiple details about an award, details that can cause amounts to be displayed in duplicate. Double check your amounts to ensure the additional details are not causing incorrect totals.

If you do not need all of the details included in this view, use the RAH-Award-View. The RAH-Award-View is a summary of this view and reports built using a summary view will run faster that report using a detail view.

Steps to Take


Key Fields to Display

  • UCSD Award Number - Base

  • Award OP Reporting Date = the date of processing in Kuali

Key Fields Filter on

  • Award Version Status

  • Legacy Tier Indicator

  • Legacy Pending Transaction

Lowest Level

The lowest level of this view is created by using all of the following fields:

  • Award Contact Person ID

  • Award Sponsor COI Hierarchy

  • Award Prime Sponsor COI Hierarchy

  • Award ID

  • Award Cost Share ID

  • Award Keyword Code

  • Award Investigator ID

  • Award Project Period ID

  • Award Project ID

  • Award IDC Under Recovery Amount

  • Award Special Review ID

  • Award Closeout Report ID

  • OFC Project Code

  • Award Key Person ID

  • Award IDC Fiscal Year

  • Award IDC On Campus Flag

  • Award IDC Applicable Rate

  • Award IDC Rate Type Code

  • Award IDC Waiver Number

  • Award Administrator Type

  • Subaward Number

Granularity

Granularity is the scale or level of detail present in a set of data.  It identifies where levels of uniqueness exists in the data.  The data lives in the view at the lowest level, but each BI tool totals the levels differently.

Cognos developers: Cognos will aggregate the totals at the correct grain.  You can shut off the aggregation as needed.

Tableau developers:  Tableau will aggregate the total for all levels of the view, this will inflate your numbers.  Level of Detail calculations have been built into the Tableau data source based on the measure's the granularity.

 

Level

Key (uniqueness / group by)

Attributes

1

UCSD Award Sequence Number

UCSD Award Number - Full + UCSD Award Sequence Number + Award OP Reporting Date

 

 

 

 

 

 

Tableau report developers:  {FIXED [UCSD Award Number - Full], [UCSD Award Sequence Number]: MIN([Award...])}

Measure:

  • "Award Obligated Direct Cost",

  • "Award Obligated Indirect Cost",

  • "Award Obligated Total Cost",

  • "Award Anticipated Direct Cost",

  • "Award Anticipated Indirect Cost",

  • "Award Anticipated Total Cost",

  • "Award Pending Direct Amount",

  • "Award Pending Indirect Amount",

  • "Award Pending Total Amount",

  • "Award Investigator Count - COI",

  • "Award Investigator Count - PI",

  • "Award Investigator Count - Total"

  • "Award Obligated To Date Direct Cost",

  • "Award Obligated To Date Indirect Cost"

  • "Award Obligated To Date Total"

All dimensions not listed below

2

Lower Levels

There are multiple groups of fields that live at a lower grain than the Award + Sequence Number.  These groups are not part of a hierarchy and should be considered separately.

If you add any field from these groups to your report you will see the Measures that live at a higher grain repeated for each value within these groups.  This is expected behavior.

 

Folders containing these groups of fields include:

  • Award Administrator

  • Award Cost Sharing

  • Award IDC

  • Award IDC Multi

  • Award Investigator

  • Award Investigator Percent Effort

  • Award Key Person

  • Award Key Person Percent Effort

  • Award Method of Payment

  • Award Project Financial

  • Award Special Review

2

Lower Level: Cost Sharing Source Account

UCSD Award Number - Full + UCSD Award Sequence Number + Award Cost Sharing Source Account

Tableau report developers:  {FIXED [UCSD Award Number - Full], [UCSD Award Sequence Number], [Award Cost Sharing Source Account]: MIN([Award Cost Sharing...])}

Measures

  • "Award Cost Sharing Amount"

  • "Award Cost Sharing Percentage"

2

Lower Level: Award Project Period

UCSD Award Number - Full + Award Fund Number + Award Project Period ID

 

Tableau report developers: {FIXED [UCSD Award Number - Full], [Award Fund Number], [Award Project Period ID]: MIN([Award Project...])}

Measures

  • "Award Project Direct Cost"

  • "Award Project Indirect Cost"

  • "Award Project Total Cost"

  • "Award Project Period Direct Cost"

  • "Award Project Period Indirect Cost"

  • "Award Project Period Total Cost"

 

Award IP Costs, Obligated Totals, and Anticipated Totals 

An award can be linked to multiple IP records, and every IP record, along with it's associated Costs is now in the Award View. 

Tableau Report Developers:  

  • MAX(Award IP Direct Cost Total): For calculating the maximum Proposed Direct Cost for all IP records linked to an Award.

Measures

  • Award IP Direct Cost Total

  • Award IP Indirect Cost Total

  • Award IP Total Cost

 

Obligated Totals, and Anticipated Totals 

In Order to calculate the Award Obligated Totals one can apply the filters below in the "Key Fields Filter on" section, or incorporate the appropriate field filter values into a formula which is essential when the desired outcome is to also show Anticipated totals for records that were migrated from the old system (COEUS) to Kuali.

Tableau Report Developers: 

  • { FIXED [UCSD Award Number - Full],[UCSD Award Sequence Number],[Award Version Status],[Legacy Tier Indicator]:MIN(IF ([Award Version Status] in ('ACTIVE','ARCHIVED') 
    AND [Legacy Pending Transaction]IN ('Y','-') AND [Legacy Tier Indicator] IN ('Tier 2','-')) THEN [Award Anticipated Total Cost] END)}: This formula is used for deriving Anticipated Totals.

  • { FIXED [UCSD Award Number - Full],[UCSD Award Sequence Number],[Award Version Status],[Legacy Tier Indicator]:MIN(IF ([Award Version Status] in ('ACTIVE','ARCHIVED') 
    AND [Legacy Pending Transaction]IN ('-') AND [Legacy Tier Indicator] IN ('Tier 3','-')) THEN [Award Obligated Total Cost] END)}.This formula is used for deriving Obligated Totals

  • Award Obligated Total Cost

  • Award Anticipated Total Cost