Reminder

All sessions are recorded.  See link at the top of the page.

FINAH Enhancements

Some months will not have a FINAH enhancement release as all BIA resources are dedicated to preparing for TSS.

TSS = Triton Student System

https://esr.ucsd.edu/projects/student/ecosystem/core-sis.html

Enhancement requests should still be submitted to busintel@ucsd.edu for prioritization.

AR data from ISIS is now in SAH

Most of it will be included in the SAH Core views.

(Currently in UAT in Cognos/Tableau)

Reminder

All sessions are recorded.  See link at the top of the page.

June Release in Production

202506 FINAH Release Notes

Cognos question - How to get my Difference to do the math I want.

See demo with one row for Resources and multiple rows for Spend.

Example: [Total GL Resources] - total ([Total PPM Resources] for [Project Code], [Derived Fund Code])

Tell Cognos to total the multiple rows first before doing the subtraction.

Reminder

All sessions are recorded.  See link at the top of the page.

Crosstab question

Null values indicate there is data elsewhere in the report or the data source.

May Release

202505 FINAH Release Notes

How can I make Tableau run faster

Tableau Performance

Should my Tableau actions break after being published to Tableau server?

No. Please open a ticket with busintel@ucsd.edu.

Is there a way to pass parameters between Tableau workbooks?

Yes, I’ll send out a how-to guild or links.

Reminder

All sessions are recorded.  See link at the top of the page.

March/April Release

None

May Release

New Views going to UAT

FINAH-ContractVersion-View

FINAH-ProjectUnprocessedCosts-View - will include some history of the unproccessed costs

Bursting

What is it: One report that will (1) filter for information associated with the email and then (2) email that information only to that email.

Where can you do it? Cognos only

Does this work on interactive reports? Only if the prompts are pre-set and saved.

Will this send an empty report? No, that’s a benefit of the report.

Can you cc' other emails? No.

Schedules Best Practices

Only set up in Cognos Production

If the report has prompts, those prompts must have pre-saved values (set that up in a View or in the schedule area)

The schedule will run regardless of the contents of your report (so the report could be blank)

Send the link, not an attachment, this will preserve security

Whoever sets up the schedule will become the From: address

Recommend: set up a service account with an email address that goes to your entire team or creates a ticket for your team. Add that service account to your AD group. Sign into Cognos w/ the service account and schedule reports with the service account.

Reminder

All sessions are recorded.  See link at the top of the page.

Feb Release

202502 FINAH Release Notes

Sneak Peak

Looking to add GL Accounting Period Open & Close related dates

Release to UAT is TBD

Open Q&A

Reminder

All sessions are recorded.  See link at the top of the page.

Resources

Anyone in UCSD has access to these resources

Financial Analytics Community of Practice

AH Field List Report

https://tableau.ucsd.edu/#/views/ActivityHubFieldList/AHViews?:iid=1