20210603 FINAH Start UAT Release Notes

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>; Baker, Beverly <b3baker@UCSD.EDU>; Virgil, Laura <lsvirgil@ucsd.edu>; Kim, Elliot <etkim@ucsd.edu>
Subject: FINAH enhancements - UAT available - due June 9

Hello FINAH Developers - The below fields are now available for you in UAT. If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due June 9” so we can address it prior to the Thursday, June 10 release to Production.

Renaming & Deprecating:

As we've adapted the FINAH views to your needs, we have found changing field names is painful for both report developers and our team due to the name change breaking reports, data integrations and packages / data sources. In an effort to avoid this pain, we are going to introduce a new name change strategy.

ITS-BIA will release new fields with the revised field name in the views that contain the field to be renamed, or where a view is to be renamed ITS-BIA will release as a new view the view with the revised name.
ITS-BIA will allow a transition period for report developers to repoint their reports at the new fields / views.
ITS-BIA will remove the data from the old fields / views and allow a second transition period. This will not break the report but will highlight where the fields / views are still in use as they will become blank.
ITS-BIA will deprecate the fields / views. Any reports the have not transitioned by this point will break.

We'll be using this new strategy on the following items that require name changes:

CBO Account Hierarchy fields will be replaced by Managerial Reporting Account Hierarchy
CBO Fund Hierarchy fields will be replaced by Managerial Reporting Fund Hierarchy
Expenditure ID will be replaced by Transaction Number
Contract Sponsor LOC Number will be replaced by Award Sponsor LOC Number
Contract Sponsor Is Federal Flag will be replaced by Award Sponsor Is Federal Flag
Contract Sponsor Is Federal Count will be replaced by Award Sponsor Is Federal Count
FINAH-Task-View will be replaced by FINAH-ProjectCosts-View

Date		Status
Currently Available	Award Sponsor LOC Number Award Sponsor Is Federal Flag Award Sponsor Is Federal Count FINAH-ProjectCosts-View	Completed
May 6	The following fields will be released for UAT Managerial Reporting Account Hierarchy fields will be added to FinAH Views Managerial Reporting Fund Hierarchy fields will be added to FinAH Views Transaction Number will be added to FinAH Views These fields will be migrated to Production on May 13.	Completed
May 6 – June 3	Report developers will repoint their reports CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields Expenditure ID should be repointed at Transaction Number Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View	In Progress
June 3	The following will display blank values in Hana QA for UAT CBO Account Hierarchy fields will display blank values CBO Fund Hierarchy fields will display blank values Expenditure ID will display blank values Contract Sponsor LOC Number will display blank values Contract Sponsor Is Federal Flag will display blank values Contract Sponsor Is Federal Count will display blank values Reports built from FINAH-Task-View will display blank values The fields will display blank values in Production starting June 10.	Complete
Updated: June 3 – July 8 (to accommodate July 4th)	End customers will see empty fields in reports that have not yet been repointed by report developers Report developers will repoint their reports CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields Expenditure ID should be repointed at Transaction Number Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View	Start Now
Updated: July 8	The following will be deleted from Hana QA. CBO Account Hierarchy fields CBO Fund Hierarchy fields Expenditure ID Contract Sponsor LOC Number Contract Sponsor Is Federal Flag Contract Sponsor Is Federal Count FINAH-Task-View
Updated: July 8	The following will be deleted from PROD causing any un-touched reports to break. CBO Account Hierarchy fields CBO Fund Hierarchy fields Expenditure ID Contract Sponsor LOC Number Contract Sponsor Is Federal Flag Contract Sponsor Is Federal Count FINAH-Task-View

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	Added Award Backlog Amount Added Award Consumed Amount Added Award Contract Amount Added Award Fiscal Manager Active Count Added Award Fiscal Manager Email Address Added Award Fiscal Manager Employee ID Added Award Fiscal Manager ID And Name Added Award Fiscal Manager Name Full Added Award Fund Manager Active Count Added Award Funds Available Amount Added Award Invoiced Amount Added Award MSO DBO CAO Active Count Added Award MSO DBO CAO Email Address Added Award MSO DBO CAO Employee ID Added Award MSO DBO CAO ID And Name Added Award MSO DBO CAO Name Full Added Award Principal Investigator Active Count Added Award Project Manager Active Count Added Award Project Manager Email Address Added Award Project Manager Employee ID Added Award Project Manager ID And Name Added Award Project Manager Name Full Added Award Receipt Amount Added Award Revenue Amount Added Award Unpaid Amount	FINAHCORE-1106
FINAH-Project-View	Award Backlog Amount Award Consumed Amount Award Contract Amount Award Fiscal Manager Active Count Award Fiscal Manager Email Address Award Fiscal Manager Employee ID Award Fiscal Manager ID And Name Award Fiscal Manager Name Full Award Fund Manager Active Count Award Funds Available Amount Award Invoiced Amount Award MSO DBO CAO Active Count Award MSO DBO CAO Email Address Award MSO DBO CAO Employee ID Award MSO DBO CAO ID And Name Award MSO DBO CAO Name Full Award Principal Investigator Active Count Award Project Manager Active Count Award Project Manager Email Address Award Project Manager Employee ID Award Project Manager ID And Name Award Project Manager Name Full Award Receipt Amount Award Revenue Amount Award Unpaid Amount Project Fiscal Manager Active Count Project Fiscal Manager Email Address Project Fiscal Manager Employee ID Project Fiscal Manager ID And Name Project Fiscal Manager Name Full Project Fund Manager Active Count Project Fund Manager Email Address Project Fund Manager Employee ID Project Fund Manager ID And Name Project Fund Manager Name Full Project Manager Active Count Project MSO DBO CAO Active Count Project MSO DBO CAO Email Address Project MSO DBO CAO Employee ID Project MSO DBO CAO ID And Name Project MSO DBO CAO Name Full Project Principal Investigator Active Count Project Principal Investigator Email Address Project Principal Investigator Employee ID Project Principal Investigator ID And Name Project Principal Investigator Name Full	FINAHCORE-1108
FINAH-ProjectCosts-View	Account Account Code Account Code and Name Account Effective End Date Account Effective Start Date Account Is Current Count Account Is Current Flag Account L1 Account L1 Code Account L1 Code and Name Account L2 Account L2 Code Account L2 Code and Name Account L3 Account L3 Code Account L3 Code and Name Account L4 Account L4 Code Account L4 Code and Name Account L5 Account L5 Code Account L5 Code and Name Account L6 Account L6 Code Account L6 Code and Name Activity Activity Code Activity Code and Name Activity Effective End Date Activity Effective Start Date Activity Is Current Count Activity Is Current Flag Activity L1 Activity L1 Code Activity L1 Code and Name Award Consumed Amount Award Funds Available Amount Award Receipt Amount Award Unpaid Amount Managerial Reporting Account Hierarchy L1 Managerial Reporting Account Hierarchy L1 Code Managerial Reporting Account Hierarchy L1 Code and Name Managerial Reporting Account Hierarchy L2 Code Managerial Reporting Account Hierarchy L2 Code and Name Managerial Reporting Account Hierarchy L2 Managerial Reporting Account Hierarchy L3 Managerial Reporting Account Hierarchy L3 Code Managerial Reporting Account Hierarchy L3 Code and Name Managerial Reporting Account Hierarchy L4 Managerial Reporting Account Hierarchy L4 Code Managerial Reporting Account Hierarchy L4 Code and Name Managerial Reporting Account Hierarchy L5 Managerial Reporting Account Hierarchy L5 Code Managerial Reporting Account Hierarchy L5 Code and Name Program Program Code Program Code and Name Program Effective End Date Program Effective Start Date Program Is Current Count Program Is Current Flag Program L1 Program L1 Code Program L1 Code and Name Project Department Reporting Category	FINAHCORE-1157

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