From: Parnell, Sarah <saparnell@ucsd.edu>
Sent: Wednesday, November 18, 2020 2:31 PM
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 December 2
Hello FINAH Developers - We are excited to release new enhancements for you to test, including some field and folder name changes. Given that next week is Thanksgiving week the Production release will occur on December 2. If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due December 2” so we can address it prior to December 2.
Customer Service Reminder:
Data in UAT is not ready to be shared with end customers, is not considered completely validated and can change suddenly. For optimal customer satisfaction, do not connect your production solutions to packages / data sources that are in UAT. If you choose to share UAT items with end customer, be explicit that the data and report is in UAT and can change suddenly or be broken by UAT changes.
How to test the new enhancements:
- 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 with Oracle Production data.
- 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. Using this data source will allow you to see the below enhancements with Oracle Production data.
- Hana QA: FINAH data in Hana QA is production Oracle data loaded daily, just like in Hana PROD.
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?
Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report.
| View | Enhancement | Epic |
|---|
| FINAH-FoundationAccount-View | New view | FINAHCORE-607 |
| FINAH-FoundationGeneralLedger-View | - *Removed Fdn Account STAR Category Code
- *Removed Fdn Account GASB 72 Classification Code
- *Removed Fdn Account GASB 72 Level Code
- *Removed Fdn Account Reconciliation Code
- *Renamed "Foundation Account" to "Fdn Account"
- *Renamed "Foundation Future" to "Fdn Future"
- *Renamed "Foundation Interfund" to "Fdn Interfund"
- *Renamed "Foundation Investment Pool" to "Fdn Investment Pool"
- Added Fdn Account Active Flag
- Added Fdn Account Active
- Added Fdn Account Active Count
- Added Fdn Account Allow Posting Flag
- Added Fdn Account Allow Posting Count
- Added Fdn Account Allow Budgeting Flag
- Added Fdn Account Allow Budgeting Count
- Added Fdn Account Third Party Control Account Flag
- Added Fdn Account Third Party Control Account Count
- Added Fdn Account Reconcile Flag
- Added Fdn Account Reconcile Count
- Added Fdn Account Category Code
- Added Fdn Account Category
- Added Fdn Account Financial Category Code
- Added Fdn Account Financial Category
- Added Fdn Account Student Foundation
- Added Fdn Account Reconciliation2
- Added Fdn Account Reconciliation3
- Added Fdn Account Created By User Email
- Added Fdn Account Creation Datetime
- Added Fdn Account Last Updated By User Email
- Added Fdn Account Last Updated Datetime
| FINAHCORE-609 |
| FINAH-Project-View | *Renamed "Project Budget Period Burden Cost" to "Project Budget Period Burdened Cost" *Renamed "Expenditure Burden Cost Rate" to "Expenditure Burdened Cost Rate" *Renamed "Expenditure Burden Cost" to "Expenditure Burdened Cost" *Renamed "Expenditure Budget Period Burden Cost" to "Expenditure Budget Period Burdened Cost" *Renamed "Expenditure Dist Burden Cost" to "Expenditure Dist Burdened Cost" *Renamed "Task Expenditure Raw Cost" to "Account Raw Cost" Added "Account Burdened Cost" - Added "Project Department Reporting Category"
- Added "Project Budget Period Funding Amount"
- Added "Project Budget Period Budget Amount"
- Added "Project Budget Period Commitment Amount"
- Added "Project Budget Period Actual Amount"
- Added "Project Budget Period Available Amount"
- Added "Project Budget Period Unbudgeted Amount"
| FINAHCORE-628 FINAHCORE-511 |
| FINAH-ProjectCosts-View | *Renamed "Project Budget Period Burden Cost" to "Project Budget Period Burdened Cost" *Renamed "Expenditure Burden Cost Rate" to "Expenditure Burdened Cost Rate" *Renamed "Expenditure Burden Cost" to "Expenditure Burdened Cost" *Renamed "Expenditure Budget Period Burden Cost" to "Expenditure Budget Period Burdened Cost" *Renamed "Expenditure Dist Burden Cost" to "Expenditure Dist Burdened Cost" *Renamed "Task Expenditure Raw Cost" to "Account Raw Cost" Added "Account Burdened Cost" - Added "Fund Code"
Added "Fund Level" Added "Fund" Added "Fund Code and Name" Added "Fund Parent ID" Added "Fund Tree Node ID" Added "Fund Effective Start Date" Added "Fund Effective End Date" Added "Fund Is Current Flag" Added "Fund Is Current Count" Added "Fund Top Node Flag" Added "Fund Top Node Count" Added "Fund Leaf Node Flag" Added "Fund Leaf Node Count"
| FINAHCORE-628 FINAHCORE-637 |
| FINAH-ProjectPersonnelRole-View | - Add "Award EVerify Flag" (from Kuali)
- Add "Award EVerify Count" (from Kuali)
- Add "Person EVerify Flag" (from UCPath)
- Add "Person EVerify Count" (from UCPath)
| FINAHCORE-562 |
| FINAH-Task-View | *Renamed "Project Budget Period Burden Cost" to "Project Budget Period Burdened Cost" *Renamed "Expenditure Burden Cost Rate" to "Expenditure Burdened Cost Rate" *Renamed "Expenditure Burden Cost" to "Expenditure Burdened Cost" *Renamed "Expenditure Budget Period Burden Cost" to "Expenditure Budget Period Burdened Cost" *Renamed "Expenditure Dist Burden Cost" to "Expenditure Dist Burdened Cost" *Renamed "Task Expenditure Raw Cost" to "Account Raw Cost" Added "Account Burdened Cost"
| FINAHCORE-628 |
If you cannot view the FINAHCORE links, please request access to Jira here: https://ucsdservicedesk.service-now.com/its?id=sc_cat_item&sys_id=9af5d148db514450008c9837db96190b
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
“My job is to make your job easier. Where do you want to start?” - Sarah