We are pleased to announce the following new reporting tools in the Data Warehouse starting at noon on Tuesday, October 2, 2018.
1) You will see a new “Paginated Reports” section that includes the following information.
a) You’ll want to use the improved Budget Status Report in a “printed report format”. This is the same data as in the budget status cube but presented as a “report”.
b) Reports for each chart field value. These serve as the University’s published chart of accounts and will be updated daily as chart field values are activated or inactivated.
2) You will see enhancements to the Budget Status and Project Status cubes. Specific information on these updates, including the timing and potential required actions by you, is detailed below.
Timeline for Changes to the Budget Status and Project Status Cubes
You will see new enhancements that change the Budget Status and Project Status starting noon on Tuesday, October 2.
There are no changes to the data. The organization of the dimensions in the PivotTable Fields box will slightly change. New dimension values have been added and new information will be available in the “drill through” functionality.
Action Required
If you have a saved version of the cube and have applied filters to that saved version, upon opening the saved version you will need to “refresh all” on the cube and double-check all your applied filters. Be aware that the changes in dimensions (listed below) may impact your current saved filters.
“Refresh All” is available under the “Data” menu ribbon.
- If you have used any of the following fields in your saved cube, please double-check your existing filters upon refresh.
- GL Account ID Descr
- GL Account ID DescrUGAACCTTREE
- Class ID Descr
- Class ID DescrUGACLASS
- FundCodeDescr
- Fund Code Descr UGAFUND
- Program Code Descr
- UGAPROGRAM
- KK Source Tran Type Descr
- KK Process Status Code Descr
- KK Source Document ID
Thank you very much for your questions, suggestions and engagement as we work together to build a comprehensive reporting solution in the data warehouse. As always, please reach out to the OneSource Service Desk with any questions you may have at [email protected] or by phone at 2-0202.
