DWH Team Status Report for 12/13/2013
DWH KFS Decision Support JIRA Tasks - Status Chart
Prior Two Week Activity
Kuali Financial System
Report List
Report | Equivalent Legacy Reports | Number of Drill-Through Reports | Priority | JIRA | Due Date | Status | Comments |
|---|---|---|---|---|---|---|---|
| Control Account Summary Report | FS0150 (Fund Summary) | 4 | In Development | Need to build a departmental version | |||
| Account Transaction Report | FS0100 (multiple), FS0213 | Completed | |||||
| Multi-year Account Transaction Search | FS0100, DWH multi-year GL query | This is based off of the KFS DS focus group's request. Specs are still needed. | |||||
| Object Summary Report | FS0100, FS0200 | 2 | Completed | ||||
| Object Summary (AS LI IN) | FS0200B | 2 | Completed | ||||
| Chart of Accounts Listings/Lookups | too many to list | Completed | |||||
| Organizational Hierarchy | n/a | Completed | |||||
| Object Code Transaction Report | FS0200 reports | Completed | |||||
| Pivot Object Code Transaction Report | FS0105/106 (Source/Reference control Ledger reports) | Completed | |||||
| Campus Report | FS0400 series (401-407) | In Development | Final touch-ups needed | ||||
| Trend Analysis Report | new | In Development | Based off Paige's report in Excel | ||||
| Designated Object Summary for Central Office | FS0218 (specific object code ranges only) | Incomplete | This will be completed by 11/1/2013 | ||||
| Object Trans Code Report | FS0212 reports (STIP) | Incomplete | Waiting on feeds with trans code objects | ||||
| Letter of Credit Report | FS0209 series | Incomplete | |||||
| Encumbrance Report | FS0109 series | Incomplete | |||||
| Budget Adjustment Document Report | FS0BUD Reports, FS0FJ10 | Incomplete | allows users to pick by document type and breaks on document number | ||||
| Purchase Order Status | Incomplete | ||||||
| Organizational User Access Report | Incomplete | ||||||
| Asset Inventory List | Incomplete | ||||||
| Incomplete | KBM | ||||||
| Incomplete | KBM | ||||||
| Incomplete | KBM | ||||||
Plant Capitalization Worksheet | FS0879H | KFSDW-234 | Incomplete | Specs complete & ready for development. | |||
| Fixed Asset Balance Sheet Report | FS0866C | KFSDW-240 | Incomplete | Specs in progress. | |||
| Depreciation Report | EQS240A | KFSDW-239 | Incomplete | ||||
| Inventorial Asset Disposal Report | EQS032C1 | KFSDW-238 | Incomplete | ||||
| Inventorial Equipment Report | EQ920 | KFSDW-237 | Incomplete | ||||
| 1042S Reporting (list of NRA tax withholdings paid from AP) | KFSDW-24 | Incomplete | |||||
| Workflow Action List Report | Incomplete | Will be live against KFS db, will use SQL statement from Simran | |||||
Stale Dated Check Report | PAL214 | KFSDW-243 | Incomplete | Specs needed. | |||
1042S Reporting | KFSDW-24 | Incomplete | list of NRA tax withholdings paid from AP. Specs needed. | ||||
EFT Approved Vendor Monthly Summary | UCAP*EFM | KFSDW-244 | Incomplete | Specs needed. | |||
Use Tax Payment Detail Report | UCAP*MUT | KFSDW-245 | Incomplete | Specs needed. | |||
Completed
- Added drill-through capability to summary reports (3 way drilling - Fund, Object and Detail)
- Scheduled ledger detail jobs to run daily
- Created a departmental Cognos package with a subset of most commonly used attributes for adhoc query usage (Focus Group is reviewing)
- Added KFS fields to DWH queries, Employee and Ledger Detail (student)
- Added expand/collapse columns functionality to Campus Report, allows users to move from higher aggregates to low aggregates without drilling
- Added show/hide columns to the Account Transaction Report
- Migrated the first of the Cognos packages to development server in preparation for Cognos upgrade testing
- Tested bursting functionalityCognos upgrade - all reports now work in the new version of Cognos
- Kuali Budget Cognos Framework is developed
- Migrated KFS DS channel to ZotPortal
- Replaced report views with shortcuts, which will allow users the ability to save their prompt selections
- Built an operational data store for KSAMS reporting
- Re-installed Talend 5.3 on UNIX production server
- Customization of report prompt page, add logo
- Created table to store Budget fund group code ranges
In Progress
- Kuali Budget Reporting - Consultant started building Cognos framework package (rSmart)
- Install new version of Cognos Framework Manager for Consultant
- Ongoing meetings with Focus group
- Development of Trend Analysis Report per Paige's request (Jason)
- Plans for bursting Cognos reports
- Migrating KFS DS channel to ZotPortalis developing Sub 0 report
- Report spec developing for CAM and PURAP
- Configuration of TalenD on UNIX server in new version 5.3
- UCPath - analysis of people and people history jobs that create LDAP files in preparation for migration to UCPath
- Correction of all signage (-/+) in balance jobs
- Cognos framework development for KSAMS
- Create table to store GA fund group code ranges
- Development of Report Templates
- Replace report views with shortcuts, which will allow users the ability to save their prompt selections
- Upgrade planning for Cognos version 10.2.1.1, all reports and packages will need to be migrated to development and tested on new versionOngoing meetings with Focus group
- Build data warehouse tables in production server for KFS, move Cognos reports to point to production database
- Configuration of TalenD on UNIX server in new version 5.3
- Consultant is also reviewing all developed KFS reports (rSmart)
- Training materials are in development (Kevin)
- Prototyping of prompt pages for Cognos reports (student)
- 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)
- Development of scripts to migrate open receivables transactions from legacy DWH to KFS DWH (Anh)
Data Warehouse Support
DWH is operating well as usual, Grace is acting as primary DWH production support.
MySQL Upgrade - complete on development, testing in progress
Upgrade to Java 7 - testing in progress
Payroll Certification - Data extraction, pulling documentation together to provide to NSF/HHS for the HHS audit.
Next two week planned activities and deliverables
- Continue making bug fixes to ETL scripts and testing
- Continue report development for highest priority reports
- Complete testing of TalenD install on UNIX
- Complete testing of Cognos upgrade
Production support trends in terms of tickets either in JIRA or Footprints.
DWH Production Support 10%, New development 90% (except Grace)
Staffing issues or personnel related matters
Grace
is out on vacation for most of Octoberwill be helping out with year-end PPS tasks in December
Budget requests for any new software or hardware
Training requests
Things learned, suggestions for improvements or anything else you think might be important
UCOP has contacted us regarding Phase 2 of the Spend Analytics project. We will need some additional resources to work on this project next year.