Financial Analytics Community of Practice
Users of Cognos, Tableau and other reporting and analytics tools using financial data are invited to join the Financial Analytics Community of Practice (Financial Analytics CoP). This community is a great place to have your questions answered and see real examples of financial data use at UC San Diego.
Financial Analytics CoP Resources
Monthly meetings Meetings are online at 10 a.m. on the 2nd Friday of every month. Contact busintel@ucsd.edu to be added to the invitation.
See Prior Meeting Sessions Financial Analytics CoP
Financial Data Issues Contact busintel@ucsd.edu.
Burning Questions Chat with data experts on the Financial Analytics Community of Practice
New Enhancement Ideas Send your ideas to busintel@ucsd.edu
Keep up on Financial Analytics News Subscribe by joining the Financial Analytics Community of Practice Google Group at https://groups.google.com/u/1/a/ucsd.edu/g/FinancialAnalyticsCoP-g
For Financial Data Access Go to FINAH Access for Developers and Consumers
Oracle Financial Cloud References
Budget & Planning Glossary: https://blink.ucsd.edu/_files/sponsor-tab/cbo/Glossary%20of%20Budget%20and%20Planning%20Terms%2012.16.19.pdf
Oracle procurement Glossary: https://blink.ucsd.edu/buy-pay/ways/marketplace/help/glossary.html
Budget & Finance Glossary: https://blink.ucsd.edu/finance/support/training-events/glossary.html
Fund Glossary PDF: https://blink.ucsd.edu/_files/finance-tab/budget/Fund%20Glossary.pdf
UCSD's Invoicing & Payment Strategy Glossary: https://blink.ucsd.edu/_files/sponsor-tab/bfs/ipps/glossary.pdf
Research Administration Glossary: https://blink.ucsd.edu/sponsor/ra-training/glossary.html
Concur Travel & Expense Glossary: https://blink.ucsd.edu/travel/concur/glossary.html
How to Understand and Update Oracle (OFC) Project Portfolio Management (PPM) Project Personnel (w/ table of roles): https://support.ucsd.edu/services?id=kb_article_view&sysparm_article=KB0033293
BI & Financial Reports (Blink): https://blink.ucsd.edu/finance/bi-financial-reporting/index.html
Additional Support
Financial Analytics CoP Meetings
- 2020-2021 Financial Analytics CoP Meetings
- 2022 Financial Analytics CoP Meetings
- 2023 Financial Analytics CoP Meetings
- 2024 Financial Analytics CoP Meetings
FINAH Bugs and Enhancements In Progress
FINAH Quick Start Guide
- FINAH-Award-View Quick Start Guide
- FINAH-ChartStringCombination-View Quick Start Guide
- FINAH-ContractRevenue-View Quick Start Guide
- FINAH-Contract-View Quick Start Guide
- FINAH-PPM-TransactionDetail-View Quick Start Guide
- FINAH-ProjectCost-View Quick Start Guide
- FINAH-ProjectPersonnelRole-View Quick Start Guide
- FINAH-Project-View Quick Start Guide
- FINAH-UCSDGeneralLedgerBalances-View Quick Start Guide
- FINAH-UCSDGeneralLedgerInterface-View Quick Start Guide
- FINAH-UCSDGeneralLedger-View Quick Start Guide
- FINAH-TE-ExpenseTransactionDetail-View Quick Start Guide