2024 Financial Analytics CoP Meetings

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


2024-05-10 Financial Analytics CoP

TopicNotes
ReminderAll sessions are recorded.  See link at the top of the page.
May & JuneReleases will be small as BIA as we retrofitting underlying tables.
Interest in Cognos/Tableau training using FINAH?Yes.  People interested in this meeting will be notified first, the FINAH mail list will be advertised to 2nd.
Can a burn down report be created in Cognos?

Yes. See recording for details.

Create future years in a separate query.  Create separate queries for each category and then union.

Create crosstab and then use 'Section' feature from icon menu to pull year out separately.

2024-04-12 Financial Analytics CoP

TopicNotes
ReminderAll sessions are recorded.  See link at the top of the page.
April Release going to Prod on Monday 4/15202404 FINAH Release Notes
Enhancement Requests

BIA Services Form = https://support.ucsd.edu/its?id=sc_cat_item_guide&sys_id=e333d2481b67e9d4484f968f034bcbf5

Or email for now = busintel@ucsd.edu

Blending data with FINAH

Adding New Data for Blending in Cognos or Tableau

Even if you use the Interim solution or Short term solution you should also request that your data source be added to the Activity Hubs.

Enhancements - how it is decided which AH the data goes into?
  1. Security is always considered.  Which data steward is responsible for the source data.  Council of Data Stewards = https://blink.ucsd.edu/technology/bi/governance/council.html

Note: Student data will need to be prioritized against the SIS freeze for the next couple years.  The Data Steward can adjust the priorities as needed.  There is a SIS freeze exception form.

2. What resources do the Data Integration team and BIA have available.

3. It can go into multiple Activity Hubs in the end.

SIS Freeze

Everything (data integration and reporting and applications) needs to move off the current SIS and current DW.

All SAH requests are evaluated to determine if the data is from SIS and the SIS data is given priority.

Is this possible?

Would people be interested in a Flag for Most Recent Closed Fiscal Accounting Period / Most Recent Open Fiscal Accounting Period?

Yes!  We love to add flags that people are going to use in several reports.  Please email us the logic that you are using.

Can you mass schedule a Cognos report?

Mass schedule: Want to send to send to 100 + people but don't want to schedule each and don't want to make a copy of the report that has to be maintained when the original report gets updated.

The original report will need to be burst capable and allow default values to be set in the prompts.

2024-03-08 Financial Analytics CoP

TopicNotes
ReminderAll sessions are recorded.  See link at the top of the page.
March Release202403 FINAH Release Notes

2024-02-09 Financial Analytics CoP

TopicNotes
ReminderAll sessions are recorded.  See link at the top of the page.
3 Fund Options

Fund = Fund Code listed on the General Ledger Accounting lines.

Derived Fund = The fund that is associated with the project-task based on award setup for sponsored projects or project setup for non-sponsored projects.  For Sponsored Projects: (1) "Expenditure Funding Source Code" is internal / 5-digits, then use the "Expenditure Funding Source Code". (2) If "Expenditure Funding Source Code" is not internal / 5-digits then used the match on the Award Type to find the Fund Code. (3) If "Expenditure Funding Source Code" is not internal / 5-digits and "Award Type" = Special State Appropriations, then match on the "Award Sponsor REMS Code" to find the Fund Code.

Derived UC Path Fund = The Fund that should be used in UC Path chart strings based on the project/task/award accounting rules.

Note, the Derived UC Path Fund and Derived Fund and Fund can differ.

Use Case: Capped Funds

Use Case: See all the projects associated with a Fund use with Derived Fund.

Use Case: See all the transactions that posed to a Fun use the Fund.

Quick intro of people on the call

See recording for amazing Friday faces
Go over Quick Start Guides

FINAH Quick Start Guide

FINAH-ProjectCost-View Quick Start Guide

Recommendations for new folks
  1. All folks start here = https://bah.ucsd.edu/financial/index.html#
  2. Report Developers = FINAH Quick Start Guide
  3. Report Developers = FINAH Report Developer Training

2024-01-12 Financial Analytics CoP

TopicNotes
ReminderAll sessions are recorded.  See link at the top of the page
Financial ACoP

Monthly Meeting - Office hours / Q&A session / demo time

Maillist

Teams Chat

Resources

Resources

What is the FINAH? High Level: https://blink.ucsd.edu/technology/bi/sources/financial-activity-hub/index.html

Financial ACOP Meetings: 2024 Financial Analytics CoP Meetings

FINAH Quick Start Guides: FINAH Quick Start Guide

Activity Hub Field List: https://tableau.ucsd.edu/#/views/ActivityHubFieldList/ActivityHubFieldNames?:iid=1

Protection Levels: https://security.ucop.edu/policies/institutional-information-and-it-resource-classification.html

BAH > Budget & Finance: https://bah.ucsd.edu/financial/index.html#

Council of Data Stewards: https://blink.ucsd.edu/technology/bi/governance/council.html

FINAH Report Developer Training: FINAH Report Developer Training

AH Data Load Report: https://tableau.ucsd.edu/#/views/AH-DataLoadStatusReport/Status?:iid=2

System Status: https://status.ucsd.edu/

What do you want to see or learn from Financial ACoP in 2024?

What's going on with FINAH?

What challenges do Financial Analysts face?

What are people reporting on?

Recharge Units - what are you guys doing? Different central offices. Tehseen

Next Time

Go over Quick Start Guides

Quick intro of people on the call