Items to Investigate and/or Add:

  • Project_ID is not Business Unit specific. The same ID can be used in the multiple institutions. 

select distinct project_id , count (distinct Business_unit)
from sysadm.ps_um_glq_reprting
group by project_id
having count(distinct Business_unit) > 1

  • 2/12/20 from Kate: Statistics_code should be own dimension.
  • 10/10/19 from Kate: Class_Dim should be under fact
  • 8/12/19: add UM_FUTURE_BUDGET
  • 8/8/19: When numeric doesn't have decimal point, change to int.
  • 8/7/19: EFFECTIVE_FROM_FYAP_PK and EFFECTIVE_TO_FYAP_PK are int.
  • 8/1/19: Change "char" to "varchar"
  • 7/26/19 from Darla:
    • Take the most recent data when data changed during the month (i.e. manager's name).
    • Use Accounting_period=12 from the previous fiscal_year for descriptions for Accounting_period=0. 
      • UM_FUND_DESCR
      • UM_BU_DESCR
      • UM_DEPT_DESCR
      • UM_OPUN_DESCR
      • UM_PROJ_DESCR
      • UM_PROG_DESCR
  • 7/25/19:
    • Add Fiscal_Year to Account Dimension, Fact Table 
    • Ask Gary for feedback and partitioning table (Emailed Gary)
  • 7/17/19:
    • Think about partitioning 
    • Add AK by combining a key field and EFFECTIVE_FROM_FYAP_PK & EFFECTIVE_TO_FYAP_PK  BI-78 - alternate keys for glq data mart Done
  • Meeting on 7/2/19 & 7/8/19:
    • Bridge table or straight snowflake for (Department → Account → Class)
      • find some examples that roll up account only 
      • Add Business_Unit to Department_Dim, Program_Dim, Project_Dim
    • Capture change for account descriptions (current indicator, effective FY_Period) 
      • CURRENTINDICATOR INT(1) NOT NULL DEFAULT 0
      • EFFECTIVEFROM_fiscalyearaccountPeriod_pk (EFFECTIVE_FROM_FYAP_PK)
      • EFFECTIVETO_fiscalyearaccountPeriod_pk (EFFECTIVE_TO_FYAP_PK)
      • fiscalyearaccountPeriod_pk == 2019007  → fy*1000 + fy_period
    • Find out if other fields need SCD
      • except fund and operating unit, everything else need SCD (above fields)
    • Add DI_SOR_PK for identifying source table (1 for each table, nullable field)
      • Renamed to SOR_System_SK to reflect all the Rick's work on staging
    • Create custom accounting period description table in staging
    • Naming Convention
      • Keep same name as source on staging and integration
      • Rename in views or Tabular model
    • Replace Business_Unit_Descr with UM_BU_DESCR and UM_BU_DESCRSHORT

  • Project_to_date is fact
  • DEPTID is missing
  • What is Fiscal_Code and where does it come from?
    • Deleted.  
  • Is Fiscal_Month a decode of accounting period or is it an actual field from the reporting tables renamed?  If it's meant to be a decode, are we sure it doesn't exist already in FN.  If it doesn't, can we build a decode (i.e. 1, July, 2, August, etc.) into the datamart?
    • changed to Accounting_Period_Descr.
  • We should double check all Data types 
    • Pavan will work with Gary to follow what's available in SQL Server.
  • Questions for FK: How is FK populated? How is it used to join to the dimension tables? 
    • Will create alternate key in fact table that relates to foreign key in dimension table
  • Mix case and all upper case
  • Talked to Darla on 5/16: 
    • CLASS_FLD is depend on Account and DEPTID. 
      • Delete UM_CLASS_D since the data is not valid.
      • CLASS_FLD is aligned under Account_Dim
      • Miki Yanagi will check change of data to determine the need of additional attributes → everything except Fund and Operating Unit
      • Use snowflakes (Department → Account → Class)
    • Data refresh: Daily except Sunday at 4am (tentative). Prior FY, Current FY, & Future FY. Occasionally entire refresh. → Use Run control
    • Description for Accounting_period =0 → 'Beginning of Year Balance', 997& 998 → 'Accounting Use Only'
    • Don't need Business_unit= 'MCV09'
  • Talked to Darla on 6/13/19:
    • Data for FY 2004 and 2005 in UM_GLQ_REPRTING is not valid. Do not pull the data for datamart.
    • Description will be fixed in the table. (Don't need extra tables for staging)

Attachments:

image2019-5-13_13-34-39.png (image/png)
GLQ_DataMart_v0.jpg (image/jpeg)
GLQ_DataMart_v0.jpg (image/jpeg)
GLQ_DataMart_v0.jpg (image/jpeg)
GLQ_DataMart_v0.jpg (image/jpeg)
GLQ_DataMart_v0.3.jpg (image/jpeg)
GLQ_DataMart_v0.3.jpg (image/jpeg)
GLQ_DataMart.jpg (image/jpeg)
GLQ_DataMart_V0.3.pdf (application/pdf)
GLQ_DataMart_V0.3.pdf (application/pdf)
GLQ_DataMart_V0.3.pdf (application/pdf)
image2019-7-11_15-38-16.png (image/png)
GLQ_DataMart_V0.4.pdf (application/pdf)
GLQ_DataMart_v0.4.jpg (image/jpeg)
GLQ_DataMart_v0.4.jpg (image/jpeg)
GLQ_DataMart_v0.4.jpg (image/jpeg)
GLQDataMart_v0.5.jpg (image/jpeg)
GLQ_PhysicalModel_v0.5.jpg (image/jpeg)
GLQ_PhysicalModel_v0.6.jpg (image/jpeg)
GLQ_PhysicalModel_v0.6.jpg (image/jpeg)
GLQDataMart_v0.7.jpg (image/jpeg)
GLQ_DataMart_v0.7.jpg (image/jpeg)
GLQ_DataMart_v0.7.jpg (image/jpeg)
GLQ_DataMart_v0.7.jpg (image/jpeg)
GLQ_DataMart_v0.7.jpg (image/jpeg)