FINAH-Project-View Quick Start Guide

Summary:

  • This view includes Project that are sponsored and non-sponsored (such as general) - see the field Project Type
  • This view includes Award data associated with Sponsored Projects

Data Loads:

Data is loaded each night.  To see when the data completed being loaded by UCSD into FINAH see this report:  Tableau > Public > AH Data Load Status Report

Granularity:

Granularity is the scale or level of detail present in a set of data.  It identifies where levels of uniqueness exists in the data.  The data lives in the view at the lowest level, but each BI tool totals the levels differently.


LevelKey (uniqueness / group by)Attributes
1Award

Award Number


All fields beginning with the word “Award”
2Award Budget Period

Award Number + Award Budget Period ID


Tableau report developers: {FIXED[Award Number], [Award Budget Period ID]:MIN([Award Budget Period....])}

All fields beginning with the word “Award Budget Period”
3Project

Award Number + Project ID 


Tableau report developers: {FIXED[Award Number],[Project ID]:MIN([Project......])}


All fields beginning with the word “Project” and "Financial Unit" except those beginning "Project Budget Period' and "Project Funding Issue"
4Project Budget Period

Award Number + Project ID + Project Budget Period ID


Tableau report developers: {FIXED[Award Number],[Project ID],[Project Budget Period ID]:MIN([Project Budget Period......])}


All fields beginning with the word “Project Budget Period"
5

Project Funding Issue


Award Number +Award Budget Period + Project ID + Project Budget Period ID +Project Funding Issue Number


Tableau report developers: {FIXED[Award Number],[Award Budget Period],[Project ID],[Project Budget Period ID],[Project Funding Issue Number]:MIN([Project Funding Issue......])}

All fields beginning with the word “Project Funding Issue”

Key Fields:

  • Award Number
  • Project ID

Key Fields to use as filters:

  • Award Number
  • Project ID

Additional Notes:

Project is tied to sponsored and tied to the Award and the Award data will be populated.

Data Loads:

Data is loaded each night.  To see when the data completed being loaded by UCSD into FINAH see this report:  Tableau > Public > AH Data Load Status Report

Granularity:

Granularity is the scale or level of detail present in a set of data.  It identifies where levels of uniqueness exists in the data.  The data lives in the view at the lowest level, but each BI tool totals the levels differently.


LevelKey (uniqueness / group by)Attributes
1Award

Award Number


All fields beginning with the word “Award”
2Award Budget Period

Award Number + Award Budget Period ID


Tableau report developers: {FIXED[Award Number], [Award Budget Period ID]:MIN([Award Budget Period....])}

All fields beginning with the word “Award Budget Period”
3Project

Award Number + Project ID 


Tableau report developers: {FIXED[Award Number],[Project ID]:MIN([Project......])}


All fields beginning with the word “Project” and "Financial Unit" except those beginning "Project Budget Period' and "Project Funding Issue"
4Project Budget Period

Award Number + Project ID + Project Budget Period ID


Tableau report developers: {FIXED[Award Number],[Project ID],[Project Budget Period ID]:MIN([Project Budget Period......])}


All fields beginning with the word “Project Budget Period"
5

Project Funding Issue


Award Number +Award Budget Period + Project ID + Project Budget Period ID +Project Funding Issue Number


Tableau report developers: {FIXED[Award Number],[Award Budget Period],[Project ID],[Project Budget Period ID],[Project Funding Issue Number]:MIN([Project Funding Issue......])}

All fields beginning with the word “Project Funding Issue”

Key Fields:

  • Award Number
  • Project ID

Key Fields to use as filters:

  • Award Number
  • Project ID

Additional Notes: