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April 24, 2008

New Tables

The following tables will be added to DW:

PS_DW_DEPTID_FISCAL_TREE: Excel File   Web Page
PS_DW_DEPTID_REPORT_TREE: Excel File   Web Page

April 16, 2008

Tables in DWTA

The following tables will exist in tuition when they are next updated in August with Summer Final data:


  • ps_dwta_stdnt_crse_hs
  • ps_dwta_crse_tuition_hs
  • ps_dwta_stdnt_crse_pr_hs
  • ps_dwta_crse_tuition_pr_hs


  • ps_dwta_stdnt_crse
  • ps_dwta_crse_tuition
  • ps_dwta_stdnt_crse_mt
  • ps_dwta_crse_tuition_mt

At that time we will take final copies of the old structure and call the tables ps_dwta_stdnt_crse_hs and ps_dwta_crse_tuition_hs. There will also be a _hs version of the _pr versions, as noted above.


Below are links to table specs for the DWTA tables requiring updates in Phase II. Please be aware that this is not a comprehensive list of all DWTA tables:

PS_DWTA_STDNT_CRSE:   Excel File   Web Page
PS_DWTA_STDNT_CRSE_HS:   Excel File   Web Page
PS_DWTA_STDNT_CRSE_PR_HS:   Excel File   Web Page
PS_DWTA_STDNT_CRSE_MT:   Excel File   Web Page
PS_DWTA_CRSE_TUTION:   Excel File   Web Page
PS_DWTA_CRSE_TUITION_HS:   Excel File   Web Page
PS_DWTA_CRSE_TUITION_PR_HS:   Excel File   Web Page
PS_DWTA_CRSE_TUITION_MT:   Excel File   Web Page

Tables in DWHN

The following changes will be made to tables in DWHN in Phase II:
( for Phase I changes, click here)

  • PS_DWEO_PERSON_PRIM_JOB:
    • DEPTID values may be 4-5 characters.
    • CUFS_AREA will be populated on for 4-character DEPTID rows; otherwise NULL.
    • AREA_CLASS will be replaced with RRC.
    • AREA_CLS_AME30 will replaced with RRC_DESCR.
    • AREA_CAT will be replaced with VP.
    • AREA_CAT_NAME30 will be replaced with VP_DESCR.
    • Added column UM_ENTITY, which represents the HR DEPTID.
    • Added column UM_ENTITY_DESCR.
  • PS_DWEO_PERSON_SEC_JOB:
    • DEPTID values may be 4-5 characters.
    • CUFS_AREA will be populated on for 4-character DEPTID rows; otherwise NULL.
    • AREA_CLASS will be replaced with RRC.
    • AREA_CLS_AME30 will replaced with RRC_DESCR.
    • AREA_CAT will be replaced with VP.
    • AREA_CAT_NAME30 will be replaced with VP_DESCR.
    • Added column UM_ENTITY, which represents the HR DEPTID.
    • Added column UM_ENTITY_DESCR.

Below are links to table specs for the DWHN tables requiring updates in Phase II. Please be aware that this is not a comprehensive list of all DWHN tables:


Phase II
PS_DWEO_PERSON_PRIM_JOB: Excel File   Web Page
PS_DWEO_PERSON_PRIM_JOB_HS: Excel File   Web Page
PS_DWEO_PERSON_SEC_JOB: Excel File   Web Page
PS_DWEO_PERSON_SEC_JOB_HS: Excel File   Web Page

Tables in DWSP

The following tables in DWSP will change:
PS_DWSP_CUFS
PS_DWSP_FUNCTION
PS_DWSP_ROOM


Below are links to table specs for the DWSP tables requiring updates. Please be aware that this is not a comprehensive list of all DWSP tables:

DWSP
PS_DWSP_CUFS:   Excel File   Web Page
PS_DWSP_FUNCTION:   Excel File   Web Page
PS_DWSP_ROOM:   Excel File   Web Page

Tables in DWSL

The following tables will change in DWSL:
DWSL_ITEM_TYPE_CROSSWALK
DWSL_JV_TRAN
DWSL_LOAN_ATTRIBUTE
DWSL_LOAN_TRANSACTION

Update - Phases of Conversion

There will be two main phases of the Data Warehouse and UMReports conversion. Phase I includes all tables and reports that will be converted by July 1st. Phase II consists of tables and reports that will be completed in the months following July 1st. Below is an updated list of the datagroups, as of April 9th, 2008:

To view this list as an Excel document, click here.

Phase I

DWAD
PS_DWAD_COMMUN
PS_DWAD_COMMUN_HS
PS_DWAD_SRVC_IND
PS_DWAD_SRVC_IND_HS

DWFA
PS_DWFA_COMMUN
PS_DWFA_FDN_FUNDS (Will be replaced by PS_DWDA_FDN_CHARTFIELD1)
PS_DWFA_FDN_CHARTFIELD1
PS_DWFA_FDN_SUMMARY
PS_DWFA_GL_INTERFACE
PS_DWFA_SRVC_IND
PS_DWFA_ST_ASSISTANCE

DWHN
PS_DWHR_COMP_PROP
PS_DWHR_DEMO_ADDR
PS_DWHR_JOB
PS_DWHR_JOB_HIST
PS_DWHR_POSITION_DATA

DWHR
PS_DWHR_CRS_SESSION
DWPA_POSTING
PS_DWHR_CRSE_SESS_DATES
PS_DWHR_EMP_REVIEW
PS_DWHR_SESSN_EQUIP
PS_DWHR_SESSN_EXPENSE
PS_DWHR_SESSN_INSTR_COST
PS_DWHR_TRAINEE

DWPC
DWPC_PROGRAM_DEPARTMENT

DWPY
PS_DWPY_DIST
PS_DWPY_FRNG_DETAIL_XX
PS_DWPY_HSA_FD_XX
PS_DWPY_HSA_XX
PS_DWPY_MONTHLY_SUM_XX
PS_DWPY_PAY_FRNG_XX
PS_DWPY_VAC_SICK

DWSA
PS_DWSA_SRVC_IND
PS_DWSA_SRVC_IND_HS
PS_DWSA_SRVC_IND_RT
PS_DWSA_STIX_XXXX(_XX)

DWSF
PS_DWSF_SF_ACCTG_LN_XX

DWSR
PS_DWSR_CLASS
PS_DWSR_CLASS2
PS_DWSR_COURSE
PS_DWSR_FACILITY

Phase II

DWHN
PS_DWEO_PERSON_PRIM_JOB
PS_DWEO_PERSON_PRIM_JOB_HS
PS_DWEO_PERSON_SEC_JOB
PS_DWEO_PERSON_SEC_JOB_HS

DWTA
PS_DWTA_CRSE_TUITION(_XX)
PS_DWTA_STDNT_CRSE(_XX)

DWSL
DWSL_ITEM_TYPE_CROSSWALK
DWSL_JV_TRAN
DWSL_LOAN_ATTRIBUTE
DWSL_LOAN_TRANSACTION

DWSP
PS_DWSP_CUFS
PS_DWSP_FUNCTION
PS_DWSP_ROOM

DWNC
DWNC_CRSE_SECT
DWNC_INCOME_XX

Changes to UM Reports as a result of the new Enterprise Financial System

This is the first in a series of communications from UM Reports.
More detailed information will follow prior to EFS go-live.

Beginning July 2008, the University will use a new financial system.
This system will impact UM Reports in the following report categories:

Finances
Beginning July 1, 2008 reports in the Finances category will no longer by updated and will not have the option to run reports in this category for Fiscal Years 2009 or later.

More information about financial reporting available in the new system can be found at: http://www.finsys.umn.edu/Reporting.html.

Reports in the following Financial sub-categories will remain on UM Reports for historical purposes only:

  • All Funds Reports
  • Budget UM Reports
  • Executive Reports
  • ICR Reports
  • Non-Sponsored Reports
  • Obj/Rev Reports
  • Period Comparison Reports
  • RAR
  • University Stores

HR & Payroll
Reports and prompts in the following sub-categories will reflect changes where applicable:

  • HR Reports
  • Payroll Reports
  • Work Study
  • Collegiate Personnel Plans
  • EOAA Reports

HR data changes: The DeptID and Financial DeptID will align and become a 5 digit value. Entity is a new term and has been created to track tenure and seniority. Where appropriate, the DeptID and Entity will display on HR reports.

Payroll data changes: The payroll reports will display the new ChartFields (Fund, DeptID, Program, Project, Account, ChartField1, ChartField2, Fin EmplID, Cost Share). In addition, we are planning to add the new Combo Code to the payroll reports, with the option to hide this column. More details about the payroll reports will follow at a later date.

For more information about HRMS changes, go to: http://www.finsys.umn.edu/Meetings.html and click on EFS/HRMS DeptID Integration.


Student & Instruction
Starting Fall 2008 Academic Org will change to a 5 digit value and align with the new Financial System. Academic org values prior to Fall 2008 will not change.

Reports and prompts in the following sub-categories will reflect this change:

  • Enrollment/Course Reports
  • Financial Aid
  • Grade Reports
  • Graduate School Reports
  • Instructor Activity Reports
  • STIX/Aggregate Data
  • Student Records
  • Tuition Reports

Student Financials
The JV Detail for Student Financials report will be upgraded to use the Chart of Accounts from the new financial system.

April 15, 2008

Other Tables Affected in Conversion

The following are other tables that will be affected in the conversion:
DWIN_EQUIP_TRAN_HIST: Will become static after conversion.

Tables in DWSR

The following tables will change in DWSR:
PS_DWSR_CLASS
PS_DWSR_CLASS2
PS_DWSR_COURSE
PS_DWSR_FACILITY

DWSR
PS_DWSR_CLASS:   Excel File   Web Page
PS_DWSR_CLASS2:   Excel File   Web Page
PS_DWSR_COURSE:   Excel File   Web Page
PS_DWSR_FACILITY:   Excel File   Web Page


Tables in DWSF

Changes will be made to one DWSF table. In general, we are incorporating EFS chartfields to this table.

  • PS_DWSF_SF_ACCTG_LN_09:
    • EFS Chartfields will replace the CUFS chartfields in the table and its successors. The preceding tables will remain unchanged. That is, tables with fiscal year suffixes of 08 and earlier will still contain the CUFS chartfields.
    • The new chartfields include: JOURNAL_ID, JOURNAL_LINE, fund_code, deptid, account, program_code, project_id, chartfield1, chartfield2, chartfield3, budget_ref, and func (function) and RRC (replaces AREA_CLASS).
Below are links to table specs for the DWSF tables requiring updates. Please be aware that this is not a comprehensive list of all DWSF tables:

DWSF
PS_DWSF_SF_ACCTG_LN_XX:   Excel File   Web Page

Tables in DWSA

The following changes will be made to tables in DWSA:

  • PS_DWSA_SRVC_IND: Potential for 5-character values in DEPTID column.
  • PS_DWSA_SRVC_IND: Potential for 5-character values in DEPTID column.
  • PS_DWSA_SRVC_IND_RT: Potential for 5-character values in DEPTID column.
  • PS_DWSA_STIX_XXXX(_XX)*:
    • AREA renamed to DEPTID.
    • AREA_NAME30 renamed to DEPTID_DESCR.
    • AREA_CLASS renamed to RRC.


*Note that the new STIX layout will start with the Fall preliminary run (1089_PR). The PS_DWSA_STIX_1089_PR run will occur on 9/12/2008.


Below are links to table specs for the DWSA tables requiring updates. Please be aware that this is not a comprehensive list of all DWSA tables:

DWSA
PS_DWSA_SRVC_IND:   Excel File   Web Page
PS_DWSA_SRVC_IND_HS:   Excel File   Web Page
PS_DWSA_SRVC_IND_RT:   Excel File   Web Page
PS_DWSA_STIX_1089:   Excel File   Web Page


Tables in DWPC

The following tables will change in DWPC:
DWPC_PROGRAM_DEPARTMENT

Below are links to table specs for the DWPC tables requiring updates. Please be aware that this is not a comprehensive list of all DWPC tables:

DWPC_PROGRAM_DEPARTMENT:   Excel File   Web Page

Tables in DWNC

The following tables will change in DWNC:
DWNC_CRSE_SECT
DWNC_INCOME_XX


Tables in DWAD

The following changes will be made to tables in DWAD:


  • PS_DWAD_COMMUN: Potential for 5-character values in DEPTID column.
  • PS_DWAD_COMMUN_HS: Potential for 5-character values in DEPTID column.
  • PS_DWAD_SRVC_IND: Potential for 5-character values in DEPTID column.
  • PS_DWAD_SRVC_IND_HS: Potential for 5-character values in DEPTID column.



Below are links to table specs for the DWAD tables requiring updates:

DWAD
PS_DWAD_COMMUN:   Excel File   Web Page
PS_DWAD_COMMUN_HS:   Excel File   Web Page
PS_DWAD_SRVC_IND:   Excel File   Web Page
PS_DWAD_SRVC_IND_HS:   Excel File   Web Page

Tables in DWPY

Starting with fiscal year 2009, the DWPY tables will have four major changes:


  • New chartfield data will replace CUFS data. The chartfields included are, fund, deptid, account, program_code, project_id, chartfield1, chartfield2, chartfield3, budget_ref, and function.
  • The area class will be replaced with the RRC data from the financial hierarchy.
  • A new column named "entity" will be added. This is current HR dept, e. g. 465A.
  • Current data from the payroll system will be replaced with data from the financial module, e.g. journal id, accounting period, grant begin and end dates.




Below are links to table specs for the DWPY tables requiring updates:

DWPY
PS_DWPY_DIST:   Excel File   Web Page
PS_DWPY_FRNG_DETAIL_XX:   Excel File   Web Page
PS_DWPY_HSA_FD_XX:   Excel File   Web Page
PS_DWPY_HSA_XX:   Excel File   Web Page
PS_DWPY_MONTHLY_SUM_XX:   Excel File   Web Page
PS_DWPY_PAY_FRNG_XX:   Excel File   Web Page
PS_DWPY_VAC_SICK:   Excel File   Web Page

Tables in DWHR

The following changes will be made to tables in DWHR:

  • DWPA_POSTING
    • Changed column name from DEPTID to UM_ENTITY.
    • Changed column name from DEPTID_DESCR to UM_ENTITY_DESCR.
  • PS_DWHR_EMP_REVIEW:
    • DEPTID values may be 4-5 characters.
    • CUFS_AREA will be populated on for 4-character DEPTID rows; otherwise NULL.
    • Added column UM_ENTITY, which represents the HR DEPTID.
    • Added column UM_ENTITY_DESCR.
  • PS_DHWR_TRAINEE:
    • DEPTID values may be 4-5 characters.
    • Added column UM_ENTITY. Represents the HR DEPTID.
    • Added column UM_ENTITY_DESCR.
Below are links to table specs for the DWHR tables requiring updates. Please be aware that this is not a comprehensive list of all DWHR tables:

DWHR

DWPA_POSTING:   Excel File   Web Page
PS_DWHR_EMP_REVIEW:   Excel File   Web Page
PS_DWHR_TRAINEE:   Excel File   Web Page
PS_DWHR_CRS_SESSION:   Excel File   Web Page
PS_DWHR_CRSE_SESS_DATES:   Excel File   Web Page
PS_DWHR_SESSN_EQUIP:   Excel File   Web Page
PS_DWHR_SESSN_EXPENSE:   Excel File   Web Page *No changes needed.*
PS_DWHR_SESSN_INSTR_COST:   Excel File   Web Page

Tables in DWFA

Changes will be made to six DWFA tables. In general, we are incorporating the EFS chartfields to these tables.

Changes will be made to:

  • PS_DWFA_COMMUN: New DEPTID values will be incorporated into the table.
  • PS_DWFA_SRVC_IND: New DEPTID values will be incorporated into the table.
  • PS_DWFA_FDN_FUNDS_TBL: Will be replaced by PS_DWFA_FDN_CHARTFIELD1, which will contain short and long descriptions (DESCR_SHORT, DESCR) for the University of Minnesota Foundation Fund number, which is contained in Chartfield1.
  • PS_DWFA_FDN_SUMMARY: A new table (which has yet to be named) will be created that will contain EFS chartfields (fund_code, deptid, account, program_code, project_id, chartfield1, chartfield2, chartfield3, budget_ref, RRC (replaces AREA_CLASS)) for Fiscal Years 2009 and later. Legacy data (Fiscal years prior to 2009) will continue to be available in a frozen table.
  • PS_DWFA_GL_INTERFACE: The new EFS chartfields will be incorporated into the table (fund_code, deptid, account, program_code, project_id, chartfield1, chartfield2, chartfield3, budget_ref).
  • PS_DWFA_ST_ASSISTANCE: A new table will be created for Fiscal Years 2009 and later that will incorporate the EFS chartfields (fund_code, deptid, account, program_code, project_id, chartfield1, chartfield2, chartfield3 and RRC).

Below are links to table specs for the DWFA tables requiring updates. Please be aware that this is not a comprehensive list of all DWFA tables:

DWFA
PS_DWFA_COMMUN:   Excel File   Web Page
PS_DWFA_FDN_FUNDS: *Will be replaced by PS_DWFA_FDN_CHARTFIELD1*   Excel File   Web Page
PS_DWFA_FDN_CHARTFIELD1:   Excel File   Web Page
PS_DWFA_FDN_SUMMARY:   Excel File   Web Page
PD_DWFA_GL_INTERFACE:   Excel File   Web Page
PS_DWFA_SRVC_IND:   Excel File   Web Page
PS_DWFA_ST_ASSISTANCE:   Excel File   Web Page