2013_12_13_JonesValerie

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	JIRA	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
Sub 0 General Campus FTE Inventory Report				Incomplete	KBM
Appropriation Summary/Detail Report				Incomplete	KBM
Budget Staffing Audit Report by Account				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

Cognos 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 is 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
Ongoing meetings with Focus group
Build data warehouse tables in production server for KFS, move Cognos reports to point to production database
Training materials are in development (Kevin)
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)

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

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

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 will 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.