Monthly meetings: Every 2nd Friday of the Month at 10:00am. Email busintel@ucsd.edu for an invite.

Want to watch a recorded session? OneDrive > Financial Analytics CoP

Jira Timetracking for those who do:

ACOP-420 - Getting issue details... STATUS

2025-06-13 Financial ACoP - Office Hours

Topic	Notes

Topic

Notes

Reminder

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

June Release in Production

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.

2025-05-09 Financial ACoP - Office Hours

Topic	Notes

Topic	Notes
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.

Topic	Notes

Topic	Notes
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.

Topic	Notes

Topic	Notes
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

Topic	Notes

Topic

Notes

Reminder

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

Resources

Anyone in UCSD has access to these resources

AH Field List Report