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
- Bridge table or straight snowflake for (Department → Account → Class)
- Project_to_date is fact
- DEPTID is missing
- What is Fiscal_Code and where does it come from?
- Deleted.
- 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
- Will create alternate key in fact table that relates to foreign key in dimension table
- Mix case and all upper case
- Unknown User (gary.blake) needs to make sure that SQL server is NOT case sensitive.
- Unknown User (gary.blake) needs to make sure that SQL server is NOT case sensitive.
- 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'
- CLASS_FLD is depend on Account and DEPTID.
- 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)
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