From: Parnell, Sarah <saparnell@ucsd.edu>
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>; Baker, Beverly <b3baker@UCSD.EDU>; Virgil, Laura <lsvirgil@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>
Subject: FINAH enhancements - UAT available - due April 14
Hello FINAH Developers - The below fields are now available for you in UAT. If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due April 14” so we can address it prior to the Thursday, April 15 release to Production.
Renaming & Deprecating:
As we've adapted the FINAH views to your needs, we have found changing field names is painful for both report developers and our team due to the name change breaking reports, data integrations and packages / data sources. In an effort to avoid this pain, we are going to introduce a new name change strategy.
- ITS-BIA will release new fields with the revised field name in the views that contain the field to be renamed, or where a view is to be renamed ITS-BIA will release as a new view the view with the revised name.
- ITS-BIA will allow a transition period for report developers to repoint their reports at the new fields / views.
- ITS-BIA will remove the data from the old fields / views and allow a second transition period. This will not break the report but will highlight where the fields / views are still in use as they will become blank.
- ITS-BIA will deprecate the fields / views. Any reports the have not transitioned by this point will break.
We'll be using this new strategy on the following items that require name changes:
- CBO Account Hierarchy fields will be replaced by Managerial Reporting Account Hierarchy
CBO Fund Hierarchy fields will be replaced by Managerial Reporting Fund Hierarchy
Expenditure ID will be replaced by Transaction Number
Contract Sponsor LOC Number will be replaced by Award Sponsor LOC Number
Contract Sponsor Is Federal Flag will be replaced by Award Sponsor Is Federal Flag
Contract Sponsor Is Federal Count will be replaced by Award Sponsor Is Federal Count
FINAH-Task-View will be replaced by FINAH-ProjectCosts-View
| Date |
|
|---|
| Currently Available | |
| May 6 | The following fields will be released for UAT - Managerial Reporting Account Hierarchy fields will be added to FinAH Views
- Managerial Reporting Fund Hierarchy fields will be added to FinAH Views
- Transaction Number will be added to FinAH Views
These fields will be migrated to Production on May 13. |
| May 6 - May 20 | Report developers will repoint their reports CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields Expenditure ID should be repointed at Transaction Number Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count - Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
|
| May 20 | The following will display blank values in Hana QA for UAT CBO Account Hierarchy fields will display blank values CBO Fund Hierarchy fields will display blank values Expenditure ID will display blank values - Award Sponsor LOC Number will display blank values
Award Sponsor Is Federal Flag will display blank values Award Sponsor Is Federal Count will display blank values - Reports built from FINAH-Task-View will display blank values
The fields will display blank values in Production starting May 27. |
| May 20 - June 3 | End customers will see empty fields in reports that have not yet been repointed by report developers Report developers will repoint their reports CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields Expenditure ID should be repointed at Transaction Number Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count - Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View
|
| June 3 | The following will be deleted from Hana QA. CBO Account Hierarchy fields CBO Fund Hierarchy fields Expenditure ID Contract Sponsor LOC Number Contract Sponsor Is Federal Flag Contract Sponsor Is Federal Count - FINAH-Task-View
|
| June 10 | The following will be deleted from PROD causing any un-touched reports to break. CBO Account Hierarchy fields CBO Fund Hierarchy fields Expenditure ID Contract Sponsor LOC Number Contract Sponsor Is Federal Flag Contract Sponsor Is Federal Count - FINAH-Task-View
|
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 > Financial Activity Hub Packages 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 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? Or Tableau?
- 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-Award-View | - Added Award Principal Investigator Email Address
- Added Award Fund Manager Employee ID
- Added Award Fund Manager Name Full
- Added Award Fund Manager ID And Name
- Added Award Fund Manager Email Address
- Added Award Burden Schedule Cost Code
- Added Award Burden Schedule Multiplier
| FINAHCORE-926 |
| FINAH-Contract-View | Added Award Approval Required By Sponsor Count Added Award Approval Required By Sponsor Flag Added Award Bill Plan Document Number Added Award Burden Schedule Added Award Burden Schedule Cost Code Added Award Burden Schedule Multiplier Added Award CFDA Number Added Award Close DateTime Added Award End DateTime Added Award Expanded Authority Count Added Award Expanded Authority Flag Added Award External Funding Source Added Award External Funding Source Code Added Award External Funding Source Code And Name Added Award External Funding Source Cost Share Required Count Added Award External Funding Source Cost Share Required Flag Added Award Flow Through Is Federal Count Added Award Flow Through Is Federal Flag Added Award Flow Through Sponsor Added Award Flow Through Sponsor Code Added Award Flow Through Sponsor Code And Name Added Award Flow Through Sponsor Is Federal Count Added Award Flow Through Sponsor Is Federal Flag Added Award Flow Through Sponsor LOC Number Added Award Flow Through Sponsor REMS Code Added Award Fund Manager Email Address Added Award Fund Manager Employee ID Added Award Fund Manager ID And Name Added Award Fund Manager Name Full Added Award Funded By Federal Agency Count Added Award Funded By Federal Agency Flag Added Award ID Added Award Institution Added Award Institution Code Added Award Institution Code And Name Added Award Internal Funding Source Count Added Award Internal Funding Source Flag Added Award Legal Entity Added Award Legal Entity Code Added Award Legal Entity Code And Name Added Award Number Added Award Number And Title Added Award Off Campus Count Added Award Off Campus Flag Added Award OP Source Added Award OP Source Code Added Award OP Source Code And Name Added Award Owning Organization Added Award Owning Organization Code Added Award Owning Organization Code And Name Added Award PPM Clinical Trial Type Added Award PreAward DateTime Added Award Principal Investigator Email Address Added Award Principal Investigator Employee ID Added Award Principal Investigator ID And Name Added Award Principal Investigator Name Full Added Award Purpose Added Award Sponsor Added Award Sponsor Award Number Added Award Sponsor Code Added Award Sponsor Code And Name Added Award Sponsor Is Federal Count Added Award Sponsor Is Federal Flag Added Award Sponsor LOC Number Added Award Sponsor REMS Code Added Award Start DateTime Added Award Status Added Award Title Added Award Type Added Award Version Type Added Award Version Type Code - Added Contract End DateTime
- Added Contract Line End DateTime
| FINAHCORE-999 |
| FINAH-ContractRevenue-View | Added Award Approval Required By Sponsor Count Added Award Approval Required By Sponsor Flag Added Award Bill Plan Document Number Added Award Burden Schedule Added Award Burden Schedule Cost Code Added Award Burden Schedule Multiplier Added Award CFDA Number Added Award Close DateTime Added Award End DateTime Added Award Expanded Authority Count Added Award Expanded Authority Flag Added Award External Funding Source Added Award External Funding Source Code Added Award External Funding Source Code And Name Added Award External Funding Source Cost Share Required Count Added Award External Funding Source Cost Share Required Flag Added Award Flow Through Is Federal Count Added Award Flow Through Is Federal Flag Added Award Flow Through Sponsor Added Award Flow Through Sponsor Code Added Award Flow Through Sponsor Code And Name Added Award Flow Through Sponsor Is Federal Count Added Award Flow Through Sponsor Is Federal Flag Added Award Flow Through Sponsor LOC Number Added Award Flow Through Sponsor REMS Code Added Award Fund Manager Email Address Added Award Fund Manager Employee ID Added Award Fund Manager ID And Name Added Award Fund Manager Name Full Added Award Funded By Federal Agency Count Added Award Funded By Federal Agency Flag Added Award ID Added Award Institution Added Award Institution Code Added Award Institution Code And Name Added Award Internal Funding Source Count Added Award Internal Funding Source Flag Added Award Legal Entity Added Award Legal Entity Code Added Award Legal Entity Code And Name Added Award Number Added Award Number And Title Added Award Off Campus Count Added Award Off Campus Flag Added Award OP Source Added Award OP Source Code Added Award OP Source Code And Name Added Award Owning Organization Added Award Owning Organization Code Added Award Owning Organization Code And Name Added Award PPM Clinical Trial Type Added Award PreAward DateTime Added Award Principal Investigator Email Address Added Award Principal Investigator Employee ID Added Award Principal Investigator ID And Name Added Award Principal Investigator Name Full Added Award Purpose Added Award Sponsor Added Award Sponsor Award Number Added Award Sponsor Code Added Award Sponsor Code And Name Added Award Sponsor Is Federal Count Added Award Sponsor Is Federal Flag Added Award Sponsor LOC Number Added Award Sponsor REMS Code Added Award Start DateTime Added Award Status Added Award Title Added Award Type Added Award Version Type Added Award Version Type Code - Added Contract End DateTime
- Added Contract Line End DateTime
Added Project Added Project Budgetary Control Count Added Project Budgetary Control Flag Added Project Burden Schedule Added Project Business Unit Added Project Business Unit Code Added Project Business Unit Code And Name Added Project Capitalization Enabled Count Added Project Capitalization Enabled Flag Added Project Class Category Added Project Class Code Added Project Closed Date Added Project Closed DateTime Added Project Code Added Project Code And Name Added Project Created Date Added Project Description Added Project End Date Added Project End DateTime Added Project ID Added Project Is Sponsored Count Added Project Is Sponsored Flag Added Project Manager Email Address Added Project Manager Employee ID Added Project Manager ID And Name Added Project Manager Name Full Added Project Organization Added Project Organization Code Added Project Organization Code And Name Added Project Start Date Added Project Start DateTime Added Project Status Added Project Type Added Task Added Task Billable Count Added Task Billable Flag Added Task Capitalizable Count Added Task Capitalizable Flag Added Task Chargeable Count Added Task Chargeable Flag Added Task Code Added Task Code And Name Added Task End DateTime Added Task Fund Manager Name Full Added Task ID Added Task Manager Email Added Task Manager Employee ID Added Task Manager ID And Name Added Task Manager Name Full Added Task Organization Added Task Organization Code Added Task Organization Code And Name Added Task Override Burden Schedule Added Task Planning End DateTime Added Task Planning Start DateTime Added Task Source Application Added Task Source Reference Added Task Start DateTime
| FINAHCORE-941 |
| FINAH-Project-View | - Added Award Principal Investigator Email Address
- Added Award Fund Manager Employee ID
- Added Award Fund Manager Name Full
- Added Award Fund Manager ID And Name
- Added Award Fund Manager Email Address
- Added Award Burden Schedule Cost Code
- Added Award Burden Schedule Multiplier
- Added Project Manager Email Address
| FINAHCORE-928 |
| FINAH-ProjectCosts-View | Added Award Burden Schedule Cost Code Added Award Burden Schedule Multiplier Added Award Fund Manager Email Address Added Award Fund Manager Employee ID Added Award Fund Manager ID And Name Added Award Fund Manager Name Full Added Award Principal Investigator Email Address Added Award Principal Investigator Employee ID Added Award Principal Investigator ID And Name Added Award Principal Investigator Name Full Added Function L1 Added Function L1 Code Added Function L1 Code and Name Added Fund L1 Added Fund L1 Code Added Fund L1 Code and Name Added Fund L2 Added Fund L2 Code Added Fund L2 Code and Name Added Fund L3 Added Fund L3 Code Added Fund L3 Code and Name Added Fund L4 Added Fund L4 Code Added Fund L4 Code and Name Added Location Added Location Code and Name Added Location Effective End Date Added Location Effective Start Date Added Location Is Current Count Added Location Is Current Flag Added Location L1 Added Location L1 Code Added Location L1 Code and Name Added Project Manager Email Address Added Task Fund Manager Name Full Added Transaction Number Removed Function Level* Removed Function Parent Code* - Removed Function Tree Node ID*
- Removed Function Summary Flag*
- Removed Function Top Node Flag*
Removed Function Top Node Count* Removed Function Leaf Node Flag* Removed Function Leaf Node Count* Removed Function Allow Posting Flag* Removed Function Allow Budgeting Flag* Removed Function Third Party Control Account Flag* Removed Function Financial Category* Removed Fund Level* Removed Fund Parent ID* Removed Fund Tree Node ID* Removed Fund Top Node Flag* Removed Fund Top Node Count* Removed Fund Leaf Node Flag* Removed Fund Leaf Node Count*
| FINAHCORE-930 |
| FINAH-ProjectPersonnelRole-View | Added Project Organization Added Project Organization Code Added Project Organization Code And Name Added Project Organization ID Added Award Owning Organization Added Award Owning Organization Code Added Award Owning Organization Code And Name Added Award Owning Organization ID
| FINAHCORE-972 |
| FINAH-UCSDGeneralLedger-View | - Added Accounting Period (display example Jul-20)
- Added Accounting Period Long (display example July 2020)
- Added Project Manager Employee ID
- Added Project Manager ID And Name
- Added Project Manager Name Full
- Added Project Type
- Added Project Class Category
- Added Project Class Code
| FINAHCORE-974 |
| FINAH-UCSDGeneralLedgerBalances-View | - Added Accounting Period (display example Jul-20)
- Added Accounting Period Long (display example July 2020)
- Added Project Manager Employee ID
- Added Project Manager ID And Name
- Added Project Manager Name Full
- Added Project Type
- Added Project Class Category
- Added Project Class Code
| FINAHCORE-974 |
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
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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