Page Comparison

DWH Team Status Report for 05/01/2014

DWH KFS Decision Support JIRA Tasks - Status Chart

Prior Two Week Activity

Kuali Financial System

Report List

Completed

• ETL bug fixes (ongoing)
• Finalized specifications for Balances with Maribeth
• Planning for production Talend server architecture (Brian)
• Planning for production Cognos architecture (Durendal, Mat)

• Create DS Query for Financial Aid to Look Up by Student I.D.

• Fixed ETL bug with Asset Payment fact table
• Changes to LDAP scripts to load KFS org levels

• New Report Specs Completed for:

  • DW-AP-018 Checks Not Cashed Over 30 Days

  • DW-AP-007 US Bank Control Report

  • DW-AP-012 Disbursement Registry Summary

• Total reports developed and published on zotportal staging as of 5/1/2014:

• • Account Transaction  
  • Adhoc Account Transaction  
  • C&G INCOME Object Code Summary Report (FS0200RC)  
  • Control Account Summary Report - Central Office (FS0150)  
  • Credit Balances C&G Only (FS0219 Series)  
  • Designated Object Summary for Central Office (FS0218)  
  • Encumbrance Report (FS0109 Series)  
  • Expense Account Summary (FS0200E)  
  • Expense Summary By Roll-Up Org (FS0401)  
  • Feeder Systems Report - FM  
  • Feeder Systems Report - Testing Only  
  • Income, Asset, Liability Transaction Report  
  • KFS AdHoc Query (Firefox Only)  
  • Loan Fund Balances & Receivables (FS0203A)  
  • Object Summary (AS LI) (FS0200B)  
  • Object Summary Report (FS0100/200)  
  • Pivot Object Code Transaction Report (FS0105/106)

• Reports developed and currently in QA/approval process:

  • Equipment Asset Extract

  • Expense Accounts - Object Code Credit Balance Report (formerly Credit Balances C&G Only)

  • Budget Adjustment Report

  • C&G Income Object Code Summary Report

  • Construction in Progress

     

In Progress

• Report specs in development:

  • DW-CAM-008 Summary of Equipment by Acquisition Code

• Balance jobs are being updated per finalized specs from Maribeth

• Testing of KSAMS Cognos package
• Development of SBS Aging Cognos Package
• Final production testing of Talend server
• Production roll-out planning
• Testing of all jobs
• Kuali Budget Reporting - Consultant is currently working with the Budget Office to modify and finish development of phase 1 reports for KBM.
• Ongoing meetings with Focus group
• Build data warehouse tables in production server for KFS, move Cognos reports to point to production database
• Scripts to add KFS attributes to legacy data warehouse (employee, payroll, fs). Coding is complete - currently testing every night for pps daily and every pps month-end. (Grace)
• Conversion of KFS data into legacy tables for use by Payroll Certification and legacy DWH (Grace)
• Testing of new BOToolkit that points to KFS Webservices
• Model and ETL changes needed due to new reporting requirements:
  • PURAP - add PDP_PMT_GRP_T.DISB_NBR, PDP_PMT_DTL_T.FDOC_TYP_CD, PDP_PMT_NTE_TXT_T.CUST_NTE_TXT, PDP_PMT_GRP_T.LST_UPDT_TS
• We will have to create new Cognos packages for the "CTS Card Transaction Report" and "AP Group and Individual Performance Report" to go against the ODS (operational data store), due to the fact that it is using many KFS tables that are currently not included in the DS model.
• Scripts to migrate open receivables from FS to data warehouse (Sushma) - Waiting on updated to the crosswalk tables in INT before running tests again.

Data Warehouse Support

Next two week planned activities and deliverables

• Continue making bug fixes to ETL scripts and testing
• Continue report development for highest priority reports
• Continue production roll-out planning
  
  

Production support trends in terms of tickets either in JIRA or Footprints.  

Staffing issues or personnel related matters

Currently interviewing for an additional report developer.