RAH-AwardDetail-View Quick Start Guide
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This page assumes you have read https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/11177802
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:
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:
|
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
|
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 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:
| Measures
|
| 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:
|
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