FINAH-UCSDGeneralLedgerBalances-View Quick Start Guide

This view contains the all of the transactions posted to the UCSD General Ledger including all encumbrances and actuals. 

  • This view only transactions that have posted.  This does not include pre-posted, unposted, not approved transactions, not posted, and/or un-processed costs.
  • This view does not contain sub-ledger information. 
  • Start here and then branch out as needed.

(info) In order to see the General Ledger data within Oracle UI you'll need access to General Accounting Dashboard > Inquiry and Analysis Balances

Data Loads:

Data is loaded nightly from oracle.  To see when the data completed being loaded by UCSD into FINAH see this report: Tableau > Public > AH Data Load Status Report


One row per general ledger balance transaction.  These are summary level transactions that are posted to the general ledger.  The view is at transaction level granularity.

Note:  Only objects with transactions are included in this view and only objects with transactions in the source Oracle table.

LevelKey (uniqueness / group by)Measure
1CCOA Levels

There are multiple groups of fields that live at a higher grain than the Transaction Line.  These groups are not part of a hierarchy and should be considered separately.

If you use the measures from this group you will see them repeat with combined with lower grain data.


Tableau report developers:  {FIXED[Entity Code]: MIN([Entity Is Current Count])}

Be sure to use the matching fields.

{FIXED[% Code]: MIN([% Is Current Count])}

All measures in the Flag Measures folder

Key Fields to View:

  • Account
  • Accounting Period
  • Activity
  • Award
  • Award Fiscal Manager
  • Award Fund Manger
  • Award MSO DBO CAO
  • Award Principal Investigator
  • Award Project Manager
  • Entity
  • Financial Unit
  • Function
  • Fund
  • Future
  • General Ledger
  • General Ledger Balances
  • Location
  • Managerial Reporting Account Hierarchy
  • Managerial Reporting Fund Hierarchy
  • Program
  • Project

Key Fields Filter on:

  • Accounting Period
  • Ledger Encumbrance Type

Additional Notes: