20210121 FINAH Production Release Notes

From: Parnell, Sarah <saparnell@ucsd.edu>
Sent: Thursday, January 21, 2021 7:00 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>; Kilburn, Erin <ekilburn@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>; Virgil, Laura <lsvirgil@ucsd.edu>; Baker, Beverly <b3baker@UCSD.EDU>; ITS-DataIntegrationServices <DBA@ucsdcloud.onmicrosoft.com>
Subject: FINAH enhancements - Production Release

Update - FINAH-FoundationGeneralLedgerBalance-View has not been released, we will continue to work through the migration of this new view tomorrow.

Happy Thursday – The below enhancements have been migrated to Production.

Thanks for being awesome,

Sarah Parnell

Analytics Community of Practice Manager

Business Intelligence & Analytics | Information Technology Services | UC San Diego

https://ucsdcollab.atlassian.net/wiki/x/A4C0C

work cell: 858-354-9709

My pronouns [https://www.mypronouns.org/]: she/her/hers

“I take care of step 1 thru 3 so you can get to step 4 faster. What’s your step 1?” - Sarah

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>; Kim, Elliot <etkim@ucsd.edu>; Blankenship, Laura <lsblankenship@ucsd.edu>; Chou, Kevin <kcchou@ucsd.edu>
Subject: FINAH enhancements - UAT available - due January 20

Hello FINAH Developers - Welcome to the first FINAH UAT release for 2021. If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due January 20” so we can address it prior to January 21.

Keep up with our future enhancements here: https://ucsdcollab.atlassian.net/wiki/display/ACP/FINAH+Bugs+and+Enhancements+In+Progress

FINAH-Task-View users:

As we've adapted the FINAH views to your needs, all of the fields from FINAH-Task-View have been added to the FINAH-ProjectCost-View. If you are using the FINAH-Task-View, please repoint your report at the FINAH-ProjectCost-View. We would like to retire the FINAH-Task-View once everyone has moved their reports.

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	*Changed name from "Award Clinical Trial Type" to "Award PPM Clinical Trial Type"	FINAHCORE-659
FINAH-ContractRevenue-View	Added "Revenue Dist GL Fiscal Year" Added "Revenue Dist GL Fiscal Year Long" Added "Revenue Dist GL Fiscal Quarter" Added "Revenue Dist GL Fiscal Period Number" Added "Revenue Dist GL Fiscal Period Full" Added "Revenue Dist GL Fiscal Period Short" Added "Revenue Dist GL Fiscal Week" Added "Revenue Dist GL Fiscal Day" Added "Revenue Dist GL Special Fiscal Period Flag" Added "Revenue Dist GL Special Fiscal Period Count" Added "Revenue Dist PA Fiscal Year" Added "Revenue Dist PA Fiscal Year Long" Added "Revenue Dist PA Fiscal Quarter" Added "Revenue Dist PA Fiscal Period Number" Added "Revenue Dist PA Fiscal Period Full" Added "Revenue Dist PA Fiscal Period Short" Added "Revenue Dist PA Fiscal Week" Added "Revenue Dist PA Fiscal Day" Added "Revenue Dist PA Special Fiscal Period Flag" Added "Revenue Dist PA Special Fiscal Period Count"	FINAHCORE-682
FINAH-FoundationGeneralLedgerBalance-View	New view in Cognos only	FINAHCORE-729
FINAH-Project-View	*Changed name from "Award Clinical Trial Type" to "Award PPM Clinical Trial Type" Added "Project Budget Period Commitment Amount" Added "Project Budget Period Available Amount" Added "Project Budget Period Unbudgeted Amount" Added "Project Budget Period Budget Direct Amount" Added "Project Budget Period Budget Indirect Amount" Added "Project Budget Period Commitment Direct Amount" Added "Project Budget Period Commitment Indirect Amount" Added "Project Budget Period Actual Direct Amount" Added "Project Budget Period Actual Indirect Amount"	FINAHCORE-695 FINAHCORE-659
FINAH-ProjectCosts-View	*Changed name from "Award Clinical Trial Type" to "Award PPM Clinical Trial Type" Added "Expense Dist Provider PA Fiscal Period Number" Added "Expense Dist Provider PA Fiscal Period Full" Added "Expense Dist Provider PA Fiscal Period Short" Added "Expense Dist Provider PA Special Fiscal Period Flag" Added "Expense Dist Provider PA Special Fiscal Period Count" Added "Expense Dist Provider GL Fiscal Period Number" Added "Expense Dist Provider GL Fiscal Period Full" Added "Expense Dist Provider GL Fiscal Period Short" Added "Expense Dist Provider GL Special Fiscal Period Flag" Added "Expense Dist Provider GL Special Fiscal Period Count" Added "Expense Dist Receiver PA Fiscal Period Number" Added "Expense Dist Receiver PA Fiscal Period Full" Added "Expense Dist Receiver PA Fiscal Period Short" Added "Expense Dist Receiver PA Special Fiscal Period Flag" Added "Expense Dist Receiver PA Special Fiscal Period Count" Added "Expense Dist Receiver GL Fiscal Period Number" Added "Expense Dist Receiver GL Fiscal Period Full" Added "Expense Dist Receiver GL Fiscal Period Short" Added "Expense Dist Receiver GL Special Fiscal Period Flag" Added "Expense Dist Receiver GL Special Fiscal Period Count"	FINAHCORE-682 FINAHCORE-659
FINAH-Task-View	*Changed name from "Award Clinical Trial Type" to "Award PPM Clinical Trial Type" Added "Project Budget Period Commitment Amount" Added "Project Budget Period Available Amount" Added "Project Budget Period Unbudgeted Amount" Added "Project Budget Period Budget Direct Amount" Added "Project Budget Period Budget Indirect Amount" Added "Project Budget Period Commitment Direct Amount" Added "Project Budget Period Commitment Indirect Amount" Added "Project Budget Period Actual Direct Amount" Added "Project Budget Period Actual Indirect Amount"	FINAHCORE-695 FINAHCORE-659
FINAH-UCSDGeneralLedgerBalance-View	New view	FINAHCORE-613
FINAH-UCSDGeneralLedger-View	Added Project Department Reporting Category	FINAHCORE-727

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