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A Kanban board (rapid board) in Jira Cloud is used to track development tasks for the PI Financial Reporting (PIFR) project. A Jira dashboard for PIFR is also available. FundWatch is the only current PIFR application but more may be coming.
Security
Access to FundWatch is controlled through both Tableau Server group membership and row-level data security. Users wanting access should e-mail fundwatch@broadinstitute.org.
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In addition to restricting access to the report itself, access to the financial data is restricted by Tableau username using the USERNAME() function. The user ID will only see certain PIs and cost objects from the Microsoft SQL Server data source (vCORTbyUser on server blodgett). This live data source displays a view filter for the remaining views powered by the SAP BW data extract (Tableau Graphics Data (ZBFM_M01)). The SAP extract is refreshed every morning. The refresh takes 20-60 minutes depending on how many concurrent refreshes are scheduled.
Business Systems checks with Sponsored Research before adding any new users to the vCORT data source. This data source is live so changes are immediate.
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Office hours are held by Business Systems and Sponsored Research. Next FundWatch September 2018 office hours are :below, additional times will be posted. Inquires about future office hours should be directed to fundwatch@broadinstitute.org.
- 9/6 at 10:00 in Biscayne (75A-5021)
- 9/12 at 3:00 in Yosemite (75A-4001)
- 9/18 at 10:00 in Zion (75A-4031)
- 9/26 at 1:30 in Roosevelt (75A-6143)
On Demand
FundWatch personnel are available to meet with any user on request.
Troubleshooting and Support
| Problem | Action |
|---|---|
| Can't access report on Tableau Server | User needs to be added to the BOBJ BSC END USER group by Business Systems which then syncs overnight with Tableau Server to add them to Server and give them access to the PIFR project. The sync can be manually run during the day if necessary. |
| Can't see all accounts | User permissions need to be updated in the vCORT data source by Business Systems after getting approvals. vCORT changes are live. |
| Data is not current | Check the timestamp on the dashboard for the last refresh time. The SAP BW extract is refreshed every morning on Tableau Server. This relies on the SAP data being loaded into BW every night. The refresh takes 20-60 minutes depending on how many concurrent refreshes are scheduled. Occasionally the concurrent refreshes will fail. |
| How to use? | Watch the video. Come to office hours. Send e-mail. |
| Contact for any question | fundwatch@broadinstitute.org |