Finance AFQ -- Fund 233 Projects

https://dataviz.med.wisc.edu/sense/app/61091e9a-7c1e-4df2-80c6-beaec79ad56a/overview

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Finance AFQ

Brief Description

This app compares fund 233 projects between WISER and ADW for the most recently completed fiscal year.

Data Classification

Internal

Developer

Melissa Chan

Primary Audience

SMPH Fiscal Affairs Accountant. This app is open to employees in 530230.

Data Sources

Data come from WISDM, ADW, and Excel:
Query 1
FINANCE_QVDs_WISDM/GL_STAR_FACT.QVD
FINANCE_QVDs_WISDM/DATE_DIMENSION.QVD
FINANCE_QVDs_WISDM/CHARTFIELD_DIMENSION.QVD
FINANCE_QVDs_WISDM/PROJECT_ACCOUNTING.QVD

Query 2
FINANCE_QVDs_AADW/MS_FUND_CHAR_VW.QVD

Query 3
In the XLS schema:
FINANCE_QVDs_AADW/AFQ_PROJECT_ID0_TB.QVD
FINANCE_QVDs_AADW/AFQ_AWARD_SPONSOR_ID0_TB.QVD
FINANCE_QVDs_AADW/AFQ_PROJECT_UW_TYPE_CODE0_TB.QVD
Fund 233 Prior Yr Project List.xls
Source of Fund Lookup.xlsx

Data Load Schedule

Annually at fiscal year close

Definitions

Expired Since Last June: This equals the current Expense_ITD minus the Expense_ITD as of July 1st of the most recently completed fiscal year.
Quasi Last Fiscal Year Expense: This equals the Expense_ITD spent during the most recently completed fiscal year.See WISER Glossary

Plans for Future Development


Additional Notes

- User to eliminate rows labelled 'Zeroes' in Excel before emailing to stakeholders
- Calculations in this app will automatically turn over to the next fiscal year each July
- Developer to update these 3 XLS tables using IF data in our shared Box folder with UW Health:
      XLS.AFQ_PROJECT_ID0_TB
      XLS.AFQ_AWARD_SPONSOR_ID0_TB
      XLS.AFQ_PROJECT_UW_TYPE_CODE0_TB

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