2014_02_28_JonesValerie

DWH Team Status Report for 02/28/2014

DWH KFS Decision Support JIRA Tasks - Status Chart

Prior Two Week Activity

Kuali Financial System

Report List

Completed

• Presented first draft of the Workflow Cognos model to the Workflow lead analyst (Caryn Bender). Caryn and Kevin Chung will test this model and send Valerie any additional requirements.

• Added C&G Fields to Account Dimension per report requirements

• Added Purchase Order Number, fund information, and UC location code to Asset Dimension per report requirements

• Create a copy of the GL_ENTRY_T table from KFSCNV on nebula for transactional systems requiring access to the CNV data for testing

• Misc bug fixes to ETL scripts

• Met with IBM to discuss Cognos sizing and address performance concerns

• New Report Specs Completed for:

  • DW-CAM-007 Equipment Asset Extract

  • KBM RAFG Report

• Total reports developed and published on zotportal staging as of 2/28/2014:

  • Account Summary (FS0 200E)
  • Account Transaction
  • C and G ONLY Account Transaction Report
  • Campus Report
  • Control Account Summary Report (Fund Summary)
  • Income Summary C and G ONLY
  • Loan Fund Balances and Receivables (FS0 203A)
  • Object Code Transaction Report
  • Object Summary
  • Object Summary (AS, LI, IN)
  • Open Encumbrance Report
  • Pivot Object Code Transaction Report (FS0 105/106)
  • Plant FS0 879

  • TEHS (Hospitals Higher Ed. Object Summary)

• Reports developed and currently in QA/approval process:

  • C&G INCOME Object Code Summary Report

  • Expense Account Summary

  • Designated Object Summary for Central Office

  • Construction in Progress

  • Credit Balances C&G Only

  • Total Fund Overdraft Expenditures for C&G 

In Progress

• Kuali Budget Reporting - Consultant is developing Sub 0 report, Staffing Report by Account or Organizational Hierarchy. One of the calculations in the Sub 0 report specs is incorrect, waiting on the Budget Office to update the specs with and updated formula.
• Develop SMS Cognos package for Medical Center
• Develop scripts to load new SBS Aging files into DWH
• Lookup report for KFS Accounts
• Report spec developing for CAM and PURAP
• 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

Next two week planned activities and deliverables

• Continue making bug fixes to ETL scripts and testing
• Continue report development for highest priority reports
• Publish SMS Cognos Package
• Meet with Financial Services to finalize requirements

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

Staffing issues or personnel related matters

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.