FI Reports Requirements OBIEE
Project Title SUNY Tran
Business Unit / Program Area (Customer): Facilities Services Prepared by (author): Barbara Skoblick Date Submitted: 03/30/2010 Key Customer Contact, Phone #: Jane VanDerzee, 5-7988 Business Analyst Contact, Phone #: Barbara Skoblick 4-1340 Document Revision Log with Change Dates: 05/05/11 BS production version
Table of Contents FI Reports Overview...... 4
General Requirements...... 4
Security...... 4
Report Naming conventions...... 4
Frequency of data updates...... 4
Report Downloads...... 4
Data Formatting...... 4
Calculated Data Fields...... 5
OBIEE Subject Areas...... 5
Production Support...... 6
Required Reports...... 6
Report Descriptions...... 8
FAC100 Facility Characteristics Inventory (770R)...... 8
FAC101A Facilities Code List (751B)...... 9 5/30/2018 P a g e | 1 FAC101B Facilities Name List (751A)...... 9
FAC102 Facilities List by Financial Responsibility with Totals (751C-2)...... 10
FAC103 Facilities List by Asset Assignment with Totals (751C-1)...... 11
RDF201A Physical Space Inventory Rooms by Building (701A)...... 12
RDF201B Physical Space Inventory Rooms by Department (701B)...... 14
RDF300A Department Room List Total Area by Division/Org/Dept/Bldg (702A)...... 16
RDF300B Department Room List Total Area by Division/Org/Bldg/Dept (702B)...... 19
DEPT400A Total Department Assignable Area by Building (721A)...... 22
DEPT400B Total Department Assignable Area by Department (721B)...... 23
DEPT500A Department List by Department Code with Net Area Totals (731R-1)...... 24
DEPT500B Department List by Department Name with Net Area Totals (731R-2)...... 25
PARK600 Parking Lot Report by Org (700R)...... 26
FUNC700A Facility Function Summary (705R)...... 27
FUNC700B Division Function Summary (705R-2)...... 28
FUNC700C Department Function Summary (706A)...... 29
FUNC700D Function Grand Totals (706A-2)...... 30
AUD800 Facilities Audit (850R)...... 31
RES900 Indirect Cost Extract (Nancy Abbott)...... 32
RES901 Physical Space Inventory for Research (Lori Barry requested)...... 34
RES902 Occupant and Dept Inventory for Research (Lori Barry)...... 35
Appendix A: Report Validation...... 37
5/30/2018 P a g e | 2 FI Reports Overview The Facilities Inventory system moved from the mainframe to an Oracle database in 2009. The Brio reports generated from the mainframe data need to be replaced to use the new database. As part of the SUNY Tran project, a nightly snap shot was created that includes calculated fields needed for reports. After the snap shot runs, it will be used to update a group of tables in a repository which will be used for OBIEE reports. There will be a dashboard for the ‘canned’ reports. Ad hoc reporting will be done using ANSWERS.
General Requirements
Security OBIEE report security will be based on Facilities Services provided security. Some users have access to all reports, while others have limited access based on row level security.
The security will be based on fiscal year. Before the FI system is rolled over, the security roles for the current fiscal year will be saved and used to control access to data for that fiscal year.
OBIEE roles will be created for: FI Role – all users Admin Role – reports limited to specific individuals, such as Facilities Inventory members Developer Role SUNY Tran Role – not part of the FI reports, but limited to a few individuals who need to view this data.
Report Naming conventions Each report will be assigned a number and a name. A descriptive catalog of reports will be created.
Frequency of data updates The data repository for the reports will be updated nightly (Mon-Fri) after the scheduled snap shot runs. If the snap shot is run manually during the day, the source data will not be updated. If the snap shot fails to run, the source data will not be updated until the next successful snap shot run.
Report Downloads Reports can be printed as PDFs or downloaded in various formats.
Data Formatting Percentages should be displayed with the ‘%’ symbol; for example 100%, 25%, 1% Numeric values should be displayed with commas as appropriate; for example 9,251
5/30/2018 P a g e | 3 Calculated Data Fields FY Net Area
The FY Net Area field is defined by the level. At the Facility level, FY Net Area is the FY Facility Net Area. At the Room level FY Net Area is the FY Room Net Area. At the Dept level FY Net Area is the FY Dept Net Area. At the Function level it's the FY Function Net Area. This allows you to drill from the top to the lowest level.
FY Active Room Net Area
This is a pre-calculated field that sums all the room net areas for active rooms (room status ID = ‘6’).
FY NonActive Room Net Area
This is a pre-calculated field that sums all the room net areas for non-active rooms (any room status ID not equal to ‘6’). This total includes ‘new’ rooms as well as any obsolete.
FY Dept Function Percent
This field differs from FY Function Percent in that it includes the FY Dept percent as part of the calculation. For example,
Dept A has the room for 50% with Function X for 25% and Function Z for 75% Dept B has the room for 50% with Function Y for 100%
If you add up all the FY Function Percents you get 200%. However,
The FY Dept Function Percent for Function X would be 12.5% The FY Dept Function Percent for Function Z would be 37.5% The FY Dept Function Percent for Function Y would be 50%
If you add these up, you get 100%.
OBIEE Subject Areas The following subject areas are available in Answers:
Facilities Inventory Facilities Inventory Audit Facilities Inventory Nicknames Facilities Inventory Parking Lots Facilities Inventory Research Facilities Inventory for RES 902
Most reports use fields from Facilities Inventory unless otherwise noted in the detailed report requirements below.
5/30/2018 P a g e | 4 Production Support Jane Van Derzee and Jane McLarty are the designated QA Admins for the FI reports and will provide front line support to users regarding functional questions, security requests, and report approval.
CIT OBIEE support will be requested if something is "broken" in one of the defined set of FI Reports currently being developed by the project team.
A formal request of CIT OBIEE support will be made when something new and/or an enhancement is needed for any of the FI Reports.
Current Brio Facilities Inventory reports (data from 1995 to 2009) will remain in Brio until another project is identified to move them to OBIEE.
Required Reports Facilities identified the following reports that need to be created in the new system:
Mainframe Report Name Description Type New Report Report Number Number 770R Facility Characteristics Facility General Characteristics Facility FAC100 Inventory Inventory 751B Facilities Code List List of Facilities by Facility Code Facility FAC101A 751A Facilities Name List List of Facilities by Facility Facility FAC101B Name 751C-2 Facilities List by List of Facilities by Financial Facility FAC102 Financial Responsibility Responsibility with Totals 751C-1 Facilities List by Asset List of Facilities by Asset Facility FAC103 Assignment with Assignment Totals 701A Physical Space List of Room/Dept/Function RDF201A Inventory Rooms by Facility/Room/Dept/Function by Building Facility 701B Physical Space List of Room/Dept/Function RDF201B Inventory Rooms by Facility/Room/Dept/Function by Department Department 702A Department Room List List of Room/Dept/Function RDF300A Total Area by Facility/Room/Dept/Function by Division/Org/Dept/Bldg Division/Org/Department/Facility 702B Department Room List List of Room/Dept/Function RDF300B Total Area by Facility/Room/Dept/Function by Division/Org/Bldg/Dept Division/Facility/Department
5/30/2018 P a g e | 5 Mainframe Report Name Description Type New Report Report Number Number 721A Total Department Total Department assignable Department DEPT400A Assignable Area by area subtotaled by Facility Building 721B Total Department Total Department assignable Department DEPT400B Assignable Area by area subtotaled by Department Department 731R-1 Department List by List of Departments sorted by Department DEPT500A Department Code with Dept code Net Area Totals 731R-2 Department List by List of Departments sorted by Department DEPT500B Department Name Dept name with Net Area Totals 700R Parking Lot Report by List of Parking Lots by Org and Parking lot PARK600 Org Facility 705R Facility Function Summary of Function/Net Function FUNC700A Summary area/Percentage by Facility 705R-2 Division Function Summary of Function/Net Function FUNC700B Summary area/Percentage by Division 706A Department Function Summary of Function/Net Function FUNC700C Summary area/Percentage by Department 706A-2 Function Grand Totals Summary of Function/Net Function FUNC700D area/Percentage Grand Totals (both Divisions) 850R Facilities Audit Facility/Room Audit Audit AUD800 extract for Indirect Cost Extract Capital Assets/Indirect Costs for Research RES900 Nancy Research Abbott Requested Physical Space List of Research RES901 by Lori Inventory for Research Facility/Room/Dept/Function by Barry Research Facility Requested Occupant and Dept Occupant, Dept and Research Research RES902 by Lori Inventory for Research data by facility Barry New model Full facility AD hoc model (also requested need for research/occupancy) by Jane V.
5/30/2018 P a g e | 6 Report Descriptions
FAC100 Facility Characteristics Inventory (770R) Selection Criteria: prior (closed) fiscal year (default); need option to select other years need option to select one or more Facility Status Codes; default is to display all Note: disable drill down functionality.
Report Column Name Repository Field Notes/App Logic Facility Code Facility Code One row per facility; sort1 Facility Name Facility Name Facility Type Facility Type Facility Subtype Facility Subtype SUNY Ownership SUNY Ownership Complex Y/N Complex Y/N Asset Assignment Code Asset Assignment Code Financial Responsibility Code Financial Responsibility Code Location Code Location Code Facility Status Code Facility Status Code College Code College Code Gross Source Code Gross Source Code Gross Area Facility Gross Area Facility FY Net Area FY Net Area In Facilities Inventory Facts table Report totals Grand Total sum Gross Area and Facility FY Net Area columns for current selection of Facility Status Code
5/30/2018 P a g e | 7 FAC101A Facilities Code List (751B) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Note: disable drill down functionality.
Report Column Name Repository Field Notes/App Logic Facility Code Facility Code sort by Facility Name Facility Name Facility Status Code Facility Status Code
FAC101B Facilities Name List (751A) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Note: disable drill down functionality.
Report Column Name Repository Field Notes/App Logic Facility Name Facility Name sort by Facility Code Facility Code Facility Status Code Facility Status Code
5/30/2018 P a g e | 8 FAC102 Facilities List by Financial Responsibility with Totals (751C-2) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Status Code = ‘A’ (active) Note: disable drill down functionality.
Report Column Name Repository Field Notes/App Logic Financial Responsibility Code || Financial Responsibility Code || Section header; group by;sort1; Financial Responsibility Descr Financial Responsibility Descr count on change of code Note that many facilities will not have a Financial Responsibility Code – these are sorted to the bottom of the report as one section and appear as ‘Z unassigned’ Facility Code Facility Code sort2 Facility Name Facility Name Report totals Count of Facilities with Financial Section count – number of Responsibility Code facilities with same code
5/30/2018 P a g e | 9 FAC103 Facilities List by Asset Assignment with Totals (751C-1) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Status Code = ‘A’ (active) Note: disable drill down functionality.
Report Column Name Repository Field Notes/App Logic Asset Assignment Code || Asset Asset Assignment Code || Asset Section Header; group by; Assignment Descr Assignment Descr sort1; count on change of code Note that many facilities will not have an Asset Assignment Code – these are sorted to the bottom of the report as one section and appear as ‘Z unassigned’ Facility Code Facility Code sort2 Facility Name Facility Name Report totals Count of Facilities with Asset Section count – number of Assignment Code facilities with same code
5/30/2018 P a g e | 10 RDF201A Physical Space Inventory Rooms by Building (701A) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’ option for user to select by Facility Code; default is to select all option for user to select by Org; default is to select all option for user to select by Dept Code; default is to select all option for user to select by Division; default is to select all
Report Column Name Repository Field Notes/App Logic Facility Code || Facility Name Facility Code || Facility Name Section header 1; group1; sort1; active rooms first, then obsolete rooms – see report layout below Floor Room Floor Section header 2; group2;sort2 Room Status Descr Room Status Desc Section header3; group3;Sort3; Note that when this report is run, all rooms will be either active or obsolete. Room Number Room Number Sort4 Room Type Code Room Type Room Type Desc Room Type Desc Brief Room Info Brief Room Info Station Quantity Room Station Qty Room Net Area Room Net Area Note that this is not the same as FY Net Area Dept Code Dept Code Sort5 Dept Name Dept Name FY Dept Percent FY Dept Percent Function Code Function Code Sort6 Function Descr Function Descr FY Function Percent FY Function Percent FY Dept Function Percent FY Dept Function Percent Report totals Total Floor Net Area for Active Sum FY Active Room Net Area Section2 total for active Rooms for floor
5/30/2018 P a g e | 11 Total Floor Net Area for Sum FY NonActive Room Net Section2 total for obsolete Obsolete Rooms Area for floor Total Facility Net Area for Active Sum FY Active Room Net Area Section1 total for active Rooms for facility Total Facility Net Area for Sum FY NonActive Room Net Section1 total for obsolete Obsolete Rooms Area for facility Grand Total Facility Net Area for Sum FY Active Room Net Area Report total Active Rooms for all facilities Grand Total Facility Net Area for Sum FY NonActive Room Net Report total Obsolete Rooms Area for all facilities
Report RDF201A Physical Space Inventory Rooms by Building Facility A - Active Rooms Floor1 Room1 data Room2 data etc… Floor1 total net area for active rooms Floor2 Room1 data Room2 data etc… Floor2 total net area for active rooms Facility A total net area for active rooms Facility A - Obsolete Rooms Floor1 Room3 data Room4 data etc… Floor1 total net area for obsolete rooms Floor2 Room3 data Room4 data etc… Floor2 total net area for obsolete rooms Facility A total net area for obsolete rooms Facility B – Active Rooms Floor1 Room1 data Room2 data etc… Floor1 total net area for active rooms Facility B total net area for active rooms Facility B – Obsolete Rooms Floor1 Room3 data Room4 data etc… Floor1 total net area for obsolete rooms Facility B total net area for obsolete rooms
Grand Total Facility Net area for Active Rooms Grand Total Facility Net area for Obsolete Rooms
5/30/2018 P a g e | 12 RDF201B Physical Space Inventory Rooms by Department (701B) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’ option for user to select by Facility Code; default is to select all option for user to select by Org; default is to select all option for user to select by Dept Code; default is to select all option for user to select by Division; default is to select all
Report Column Name Repository Field Notes/App Logic Dept Code || Dept Dept Code || Dept Name Section header 1; Group 1; sort1; list Name active first, then obsolete; – see report layout below Facility Code || Facility Facility Code || Facility Name Section header 2; Group2;sort2 Name Floor Room Floor Section header3; group3; Sort3 Room Status Descr Room Status Desc Section header4;group4; Sort4; Note that when this report is run, all rooms will be either active or obsolete. Room Number Room Number Sort5 Room Type Code Room Type Room Type Descr Room Type Desc Brief Room Info Brief Room Info Station Quantity Room Station Qty Room Net Area Room Net Area Note that this is not the same as FY Net Area FY Dept Percent FY Dept Percent Function Code Function Code Sort6 Function Descr Function Descr FY Function Percent FY Function Percent FY Dept Function FY Dept Function Percent Percent Report totals
5/30/2018 P a g e | 13 Total Floor Net Area for Sum FY Active Room Net Area for Section3 total Active Rooms floor Total Floor Net Area for Sum FY NonActive Room Net Area for Section3 total Obsolete Rooms floor Total Facility Net Area Sum FY Active Room Net Area in Section2 total for Active Rooms facility for dept Total Facility Net Area Sum FY NonActive Room Net Area in Section2 total for Obsolete Rooms facility for dept Total Dept Net Area for Sum FY Active Room Net Area for Section1 total Active Rooms dept Total Dept Net Area for Sum FY NonActive Room Net Area for Section1 total Obsolete Rooms dept
Report RDF201B Physical Space Inventory Rooms by Department Department A Active Rooms Facility1 Floor1 Room1 data Room2 data etc… Floor1 total net area for active rooms Floor2 Room1 data Room2 data etc… Floor2 total net area for active rooms Facility1 total net area for active rooms Facility2 Floor1 Room1 data Room2 data etc… Floor1 total net area for active rooms Floor2 Room1 data Room2 data etc… Floor2 total net area for active rooms Facility2 total net area for active rooms Department A total net area for active rooms Department A Obsolete Rooms Facility1 Floor1 Room1 data Room2 data etc… Floor1 total net area for obsolete rooms Facility1 total net area for obsolete rooms Department A total net area for obsolete rooms Department B
5/30/2018 P a g e | 14 repeat above levels
RDF300A Department Room List Total Area by Division/Org/Dept/Bldg (702A) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’ option for user to select by Facility code; default is to select all option for user to select by Org; default is to select all option for user to select by Dept Code; default is to select all option for user to select by Division; default is to select all
Report Column Name Repository Field Notes/App Logic Division Code || Division Division Code || Division Name Section header 1; Name Group1;sort1 – see report layout below Org Code || Org Name Org Code || Org Name Section header2; group2;sort2 Dept Code || Dept Name Dept Code || Dept Name Section header 3; Group2;sort2 Facility Code || Facility Facility Code || Facility Name Section header 4; Name Group4;sort4 Room Number Room Number Sort5 Room Status Descr Room Status Desc Room Type Code Room Type Room Type Descr Room Type Desc Brief Room Info Brief Room Info Station Quantity Room Station Qty Room Net Area Room Net Area Note that this is not the same as FY Net Area FY Dept Percent FY Dept Percent Function Code Function Code Function Abbrev Function Descr FY Function Percent FY Function Percent FY Dept Function Percent FY Dept Function Percent
5/30/2018 P a g e | 15 Report totals Total Facility Net Area for Sum FY Active Room Net Area for facility Section 4 total Active Rooms Total Facility Net Area for Sum FY NonActive Room Net Area for Section 4 total Obsolete Rooms facility Total Dept Net Area for Sum FY Active Room Net Area in facility Section3 total Active Rooms for dept Total Dept Net Area for Sum FY NonActive Room Net Area in Section3 total Obsolete Rooms facility for dept Total Org Net Area for Active Sum FY Active Room Net Area for Org Section 2 total Rooms Total Org net Area for Sum FY NonActive Room Net Area for Section 2 total Obsolete Rooms Org Total Division Net Area for Sum FY Active Room Net Area for Section1 total Active Rooms Division Total Division net Area for Sum FY NonActive Room Net Area for Section1 total Obsolete Rooms Division
Report RDF300A Department Room List Total Area by Division/Org/Dept/Bldg Division A Active Rooms Org1 Dept A Facility 100 Room1 data Room2 data Facility 100 total net area for active rooms Facility 200 Room1 data Room2 data Facility 200 total net area for active rooms Dept A total net area for active rooms Dept B Facility 100 Room1 data Facility 100 total net area for active rooms Dept B total net area for active rooms Org1 total net area for active rooms Org2 Dept C Facility 100 Room1 data Room2 data Facility 100 total net area for active rooms Dept C total net area for active rooms Org2 total net area for active rooms Division A total net area for active rooms Division A Obsolete Rooms Org1 5/30/2018 P a g e | 16 Dept A Facility 100 Room1 data Room2 data Facility 100 total net area for obsolete rooms Dept A total net area for active rooms Dept B Facility 100 Room1 data Facility 100 total net area for obsolete rooms Dept B total net area for obsolete rooms Org1 total net area for obsolete rooms Org2 Dept C Facility 100 Room1 data Room2 data Facility 100 total net area for obsolete rooms Dept C total net area for obsolete rooms Org2 total net area for obsolete rooms Division A total net area for obsolete rooms Division B – repeat above levels
5/30/2018 P a g e | 17 RDF300B Department Room List Total Area by Division/Org/Bldg/Dept (702B) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’ option for user to select by Facility code; default is to select all option for user to select by Org; default is to select all option for user to select by Dept Code; default is to select all option for user to select by Division; default is to select all
Report Column Name Repository Field Notes/App Logic Division Code || Division Division Code || Division Name Section header 1; Name Group1;sort1; see report layout below Org Code || Org Name Org Code || Org Name Section header2; group2;sort2 Facility Code || Facility Name Facility Code || Facility Name Section header 3; Group3;sort3 Department Code || Department Code || Department Section header 4; sort4; Department Description Description Room Number Room Number Sort5 Room Type Descr Room Status Desc Room Type Code Room Type Room Type Descr Room Type Desc Brief Room Info Brief Room Info Station Quantity Room Station Qty Room Net Area Room Net Area Note that this is not the same as FY Net Area FY Dept Percent FY Dept Percent Function Code Function Code Function Abbrev Function Descr FY Function Percent FY Function Percent FY Dept Function Percent FY Dept Function Percent Report totals
5/30/2018 P a g e | 18 Total Dept Net Area for Active Sum FY Active Room Net Area for dept Section4 total Rooms Total Dept Net Area for Sum FY NonActive Room Net Area for Section4 total Obsolete Rooms dept Total Facility Net Area for Sum FY Active Room Net Area for facility Section3 total Active Rooms Total Facility Net Area for Sum FY NonActive Room Net Area for Section3 total Obsolete Rooms facility Total Org net Area for Active Sum FY Active Room Net Area for Org Section2 total Rooms Total Org net Area for Sum FY NonActive Room Net Area for Org Section 2 total Obsolete Rooms Total Division Net Area for Sum FY Active Room Net Area for Division Section1 total Active Rooms Total Division Net Area for Sum FY NonActive Room Net Area for Section1 total Obsolete Rooms Division
Report RDF300B Department Room List Total Area by Division/Org/Bldg/Dept Division A Active Rooms Org1 Facility 100 Dept A Room1 data Room2 data Dept A total net area for active rooms Dept B Room1 data Room2 data Dept B total net area for active rooms Facility 100 total net area for active rooms Facility 200 Dept A Room1 data Dept A total net area for active rooms Facility 200 total net area for active rooms Org1 total net area for active rooms Org2 Facility 100 Dept c Room1 data Room2 data Dept C total net area for active rooms Facility 100 total net area for active rooms Org2 total net area for active rooms Division A total net area for active rooms Division A Obsolete Rooms Org1 Facility 100 5/30/2018 P a g e | 19 Dept A Room1 data Room2 data Dept A total net area for obsolete rooms Facility 100 total net area for active rooms Facility 200 Dept A Room1 data Dept A total net area for obsolete rooms Facility 200 total net area for obsolete rooms Org1 total net area for obsolete rooms Org2 Facility 100 Dept C Room1 data Room2 data Dept C total net area for obsolete rooms Facility 100 total net area for obsolete rooms Org2 total net area for obsolete rooms Division A total net area for obsolete rooms Division B – repeat above levels
5/30/2018 P a g e | 20 DEPT400A Total Department Assignable Area by Building (721A) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’ option for user to select by Facility Code; default is to select all
Report Column Name Repository Field Notes/App Logic Facility Code || Facility Facility Code || Facility Name Section1 header; group1, sort1 – Name see report layout below Department Dept Code || Dept Name Section2 header; Group2; sort2 FY Dept Net Area for Sum FY Active Room Net Area for all Active Rooms dept rooms in facility FY Dept Net Area for Sum FY NonActive Room Net Area for Obsolete Rooms all dept rooms in facility Report totals Facility Totals Section2 totals for active and obsolete for all departments in facility Grand Totals Report total for active and obsolete for all facilities
5/30/2018 P a g e | 21 DEPT400B Total Department Assignable Area by Department (721B)
Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’ option for user to select by Facility Code; default is to select all
Note: list Facilities with no Dept area at the end of the report
Report Column Name Repository Field Notes/App Logic Department Dept Code || Dept Name Section header; group1, sort1– see report layout below Facility Code/Name Facility Code || Facility Name Group2; sort2 FY Dept Net Area for Active Sum FY Active Room Net Area for all Rooms dept rooms in facility FY Dept Net Area for Obsolete Sum FY NonActive Room Net Area for Rooms all dept rooms in facility Report totals Facility Totals Section2 totals for active and obsolete for all facilities for dept Grand Totals Report total for active and obsolete for all departments
5/30/2018 P a g e | 22 DEPT500A Department List by Department Code with Net Area Totals (731R-1) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’ option for user to select by Facility Code; default is to select all
Report Column Name Repository Field Notes/App Logic Dept Code Dept Code sort1 Dept Name Dept Name Division Code Division Org Code Org FY Dept Net Area for Active Sum FY Active Room Net Area for all Rooms dept rooms in facility FY Dept Net Area for Sum FY NonActive Room Net Area for Obsolete Rooms all dept rooms in facility Report totals Grand Totals Report totals for active and obsolete for all departments
5/30/2018 P a g e | 23 DEPT500B Department List by Department Name with Net Area Totals (731R-2) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’ option for user to select by Facility Code; default is to select all
Report Column Name Repository Field Notes/App Logic Dept Name Dept Name Dept Code Dept Code sort1 Division Code Division Org Code Org FY Dept Net Area for Active Sum FY Active Room Net Area for all dept Rooms rooms in facility FY Dept Net Area for Sum FY NonActive Room Net Area for all Obsolete Rooms dept rooms in facility Report totals Grand Totals Report totals for active and obsolete for all departments
5/30/2018 P a g e | 24 PARK600 Parking Lot Report by Org (700R) Selection Criteria: prior (closed) fiscal year (default); need option to select other years include only active buildings that have parking (Facility Status Code = ‘A’)
Note that all fields for this report are in the Facilities Inventory Parking Lots subject area.
Report Column Name Repository Field Notes/App Logic Org Code/ Name Org ||Organization Description Section header; group by; sort1 Facility Code Facil Cd Sort2 Facility Name Facil Name Lot Type Parking Lot Type Lot Number Parking Lot Number Has Lighting Parking Has Lighting Convert 1/0 to Yes/No Number of Spaces Parking Num Spaces Lot Area Sq Ft Parking Lot Area Sq Ft
5/30/2018 P a g e | 25 FUNC700A Facility Function Summary (705R) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’
Report Column Name Repository Field Notes/App Logic Facility Code || Facility Name Facility Code || Facility Name Section header; sort1; group1 Function Code Group Sort2; values are first digit of function code, 1,2,3,4,5 etc Function Code Function Code Sort3 FY Function Net Area FY Net Area subtotal on change of function aggregate; subtotal on change of facility FY Function Percent of Net Calculate percent: (function FY net subtotal on change of function Area area/subtotal function FY net area) aggregate; subtotal on change of * 100 facility Report totals Grand Totals Report total – sum all subtotals
5/30/2018 P a g e | 26 FUNC700B Division Function Summary (705R-2) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’
Report Column Name Repository Field Notes/App Logic Division Code || Division Division Code || Division Name Section header;sort1; group1 Name
Function Code Group Sort2; values are first digit of function code, 1,2,3,4,5 etc Function Code Function Code Sort3 FY Function Net Area FY Net Area subtotal on change of function aggregate; subtotal on change of division FY Function Percent of Net Calculate percent: (function FY subtotal on change of function Area net area/subtotal function FY net aggregate; subtotal on change of area) * 100 division Report totals Grand Totals Report total – sum all subtotals
5/30/2018 P a g e | 27 FUNC700C Department Function Summary (706A) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’
Report Column Name Repository Field Notes/App Logic Dept Code || Dept Name Dept Code || Dept Name Section header;sort1; group1 Function Code Group Sort2; values are first digit of function code, 1,2,3,4,5 etc Function Code Function Code Sort3 FY Function Net Area FY Net Area subtotal on change of function aggregate; subtotal on change of department FY Function Percent of Net Area Calculate percent: (function FY subtotal on change of function net area/subtotal function FY net aggregate; subtotal on change of area) * 100 department Report totals Grand Totals Report total – sum all subtotals
5/30/2018 P a g e | 28 FUNC700D Function Grand Totals (706A-2) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘E’, or ‘H’, or ‘O’
Report Column Name Repository Field Notes/App Logic Function Code Group Sort 1; values are first digit of function code, 1,2,3,4,5 etc Function Code Function Code Sort2 FY Function Net Area FY Net Area Both divisions, all departments and facilities; subtotal on change of function aggregate FY Function Percent of Net Area Calculate percent: (function FY subtotal on change of function net area/subtotal function FY net aggregate area) * 100 Report totals Grand Totals Report total – sum all subtotals
5/30/2018 P a g e | 29 AUD800 Facilities Audit (850R) Selection Criteria: need ability to select specific Fiscal Year, Facility Code, Room Number, specific Update Date, range of Update Dates, Update Netid, Table Name, Column Name, Old Value, New Value need to sort on any column need to export current selection limit data to last 30 days (default)
All fields in the nightly snapshot are compared with the prior snap shot and changes are written to an audit table with the exceptions below: 1. ROOM_STATUS_ID changes from ‘freeze’ to ‘deep freeze’ (when ‘button’ used at end of cycle) 2. ROOM_STATUS_ID changes from ‘hold’ to ‘deep freeze’ (when ‘button’ used at end of cycle) 3. ROOM_STATUS_ID changes from ‘deep freeze’ to ‘open’ (when ‘button’ used for rollover) 4. UPDATE_FLAG reset when ROOM_STATUS_ID changes from ‘deep freeze’ to ‘open’ (when ‘button’ used for rollover) 5. ROOM_DEPT REVIEW field changes (Y to N and N to Y) (Contact Facilities Inventory at [email protected] for a complete list of the fields within the Snapshot.) Note that the Audit report does not contain every field in the snap shot. Only changed fields appear in the report and can be found in the list in the ‘Column Name’ selection box.
Note that this report uses the Facilities Inventory Audit subject area.
Report Column Name Repository Field Notes/App Logic Facility Code Audit Facil Cd sort 1 Room Number Audit Room sort 2 Update Date Audit Update Date sort 4 Note that this is the date the snap shot found a change and logged it in the audit table. Update Netid Audit Update Netid The netid may not be associated with the date a change was made since not all changes record a date and netid. Table Name Audit Table Name Column Name Audit Column Name sort 3 Old Value Audit Old Value New Value Audit new Value
5/30/2018 P a g e | 30 RES900 Indirect Cost Extract (Nancy Abbott) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Type = ‘B’ (building) Facility Subtype = ‘D’ or ‘O’ or ‘E’ or ‘H’ Facility Status Code = ‘A’ (active)
(Note that some facilities with the criteria above might have no rooms.)
There are two parts to this extract: 1. the Facility/Room/Dept/Function report which uses fields in the Facilities Inventory subject area. 2. the Research/Occupancy report which uses fields in the Facilities Inventory Research subject area.
Report Column Name Repository Field Notes/App Logic Dept Sid Dept Sid Fiscal Year Fiscal Year Division Code || Division Division Code || Division Name Section header; sort1 Name Facility Code Facility Code Sort2 Facility Short Name Facility Short Name Dept Code Dept Code Dept Name Dept Name Dept Partial Year Dept Partial Year Floor Room Floor Room Type Descr Room Type Abbrev Room Net Area Room Net Area Room Number Room Number Room Type Room Type Function Code Function Code Function Abbrev Function Abbrev FY Function Net Area FY Net Area
Report Column Name Repository Field Notes/App Logic
5/30/2018 P a g e | 31 Dept Sid Dept Sid Room Has Joint Use Room Has Joint Use Research OSP Number Research OSP Number Research Account Number Research Account Number Research Account Number Research Account Number Manual Manual Fiscal Year Fiscal Year PI Netid See comments if Occupant Type ID = '1' then occupant is a PI; include netid here. otherwise blank PI Name See comments if Occupant Type ID = '1' then occupant is a PI; include name here. otherwise blank Occ Netid See comments if Occupant Type ID not = '1' then occupant is not a PI; include netid here. otherwise blank Occ Name See comments if Occupant Type ID not = '1' then occupant is not a PI; include name here. otherwise blank
5/30/2018 P a g e | 32 RES901 Physical Space Inventory for Research (Lori Barry requested) Selection Criteria: prior (closed) fiscal year (default); need option to select other years Facility Status Code = ‘A’ (active) Room Status ID = ‘6’ (‘active’) user will select o Facility Code/Desc o Dept Code/Desc
Report Column Name Repository Field Notes/App Logic Facility Code Facility Code sort1 Facility Name Facility Name Room Number Room Number Sort2 Room Type Code Room Type Brief Room Info Brief Room Info Station Quantity Room Station Qty Room Net Area Room Net Area FY Dept Net Area Dept FY Net Area Dept Start Date Dept Start Date Dept End Date Dept End Date FY Dept Percent FY Dept Percent Dept Code Dept Code sort3 Dept Name Dept Name Function Code Function Code Function Abbrev Function Abbrev FY Function Percent FY Function Percent FY Function Net Area FY Function Net Area
5/30/2018 P a g e | 33 RES902 Occupant and Dept Inventory for Research (Lori Barry)
Selection Criteria prior (closed) fiscal year (default); need option to select other years Room has a research function code (2.1 or 2.2) determined in ETL; not an OBIEE filter Facility Status Code = ‘A’ (active) Room Status ID = ‘6’ (active) user will select Dept Code, and/or Facility Code (Note that when a department is selected and it has a presence in a room, ALL data for that room is displayed in the report (not limited to the selected department).
The default for this report is to not display any results until selections are made for Department Code and/or Facility Code. This is displayed:
PLEASE SELECT A DEPARTMENT CODE Select a specific Dept Code or ALL CHOICES. You can optionally restrict the report by selecting Facility Code(s), make your selection(s) and press go.
This report uses fields in the Facilities Inventory for RES902 subject area.
Report Column Name Repository Field Notes/App Logic Facility Code Facil Code || Facil Name Include in section header; group1; sort1 Room Room Include in section header1; group1; sort2 Room Type Room Type Include in section header1; group1 Research Notes Block Room Notes Info Block of data contains netid and note; includes only Note Type = ‘3’ (research notes) Department Section Dept Code Dept Cd sort3 FY Dept Percent Dept FY Percent Dept Start Date Dept Start Date Dept End Date Dept End Date Function Block Func Info Block of data contains Function Code, Function Abbrev, FY Function Percent Occupant Block Occ Res Info Block of data contains Occupant Name/Netid, OSP Number, Account , Account Number Manual, Research Comments
5/30/2018 P a g e | 34 Output Format Each report “record” would be at the room level grouped by facility. The room will be displayed even if there is no occupant or research data as long as there is a research function in the room (2.1 or 2.2). Within the room there would be: 1. Research notes (note type 3) for the room. Since notes are associated with rooms, this will be displayed first in the section with room number and type. 2. Dept info for the room . Dept code, FY percent, start and end dates . All dept/function data even if the function is not 2.1 or 2.2 . All occupant/research info for the room/dept even if an occupant has no research.
5/30/2018 P a g e | 35 Appendix A: Report Validation
Facilities will validate all reports in stages following these steps and using the FI Reports validation checklist. These steps should be done in order when item is ready for validation.
Stage 1: basic requirements 1. Are all required reports included in checklist? Look at mainframe report number, OBIEE report title, and report description to determine this. 2. Are all reports in the checklist required? Indicate ‘Y’ if required, ‘N’ if not. 3. Are OBIEE report titles acceptable? Change if needed. 4. Are OBIEE report numbers acceptable? Change if needed. 5. Are report descriptions accurate? Change if needed. 6. Review report descriptions below. a. Are all required fields included? If not, indicate which fields are missing. b. Are any fields unnecessary? If so, indicate which ones should be removed. c. Are all the fields correct? If not, indicate which field should be used instead. d. Are counts, subtotals, and totals included where needed? If not, indicate which calculations are missing. 7. Are report column headings acceptable? If so, indicate which ones should change and what the new heading should be. 8. Review selection criteria in the report descriptions. a. Are criteria correct? If not, indicate what needs to change. b. Are criteria complete? If not, indicate what needs to be added.
Stage 2: report layouts 9. Review overall layout (columns, rows, sections, etc) of sample report. Is layout acceptable? 10. Review report titles. a. Are titles accurate? If not, indicate what needs to change. b. Do titles contain all the information needed? If not, indicate what needs to change. c. Are titles located where they should be in the report? If not, indicate what needs to change. 11. Review section headers. a. Are section headers correct? If not, indicate what needs to change. b. Are section headers located where they should be in the report? If not, indicate what needs to change. c. Are sections sorted correctly? If not, indicate what needs to change. 12. Review section groupings. a. Are groupings correct? If not, indicate what needs to change. b. Are groupings sorted correctly? If not, indicate what needs to change. c. Are calculated fields grouped correctly? If not, indicate what needs to change. 13. Review sorting of data. a. Are columns sorted correctly? If not, indicate what needs to change. b. Are all sorting requirements being met? If not, indicate what needs to change.
Stage 3: data validation 14. Review data. a. Are data formats acceptable? b. Are any fields blank that should not be? c. Do data values in reports match values in FI system? d. Are calculated fields correct?
Stage 4: downloads 15. Are all required download options available? 5/30/2018 P a g e | 36 16. Do all download options work correctly?
Stage 5: testing report security 17. JV will create a list of users for testing and which facilities they can view 18. The ‘act as’ feature OBIEE Answers will be used to switch to another user 19. Report results will be compared to what the user should see
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