FundWatch is a Tableau application developed by Broad to provide financial tracking of grants. Primary users are principal investigators (PIs) and their administrative and lab managers. The project is a joint effort between GP Analytics (Zach Leber), Business Systems (Andrew Wang), and Sponsored Research (Karen Adams). The project sponsor is the Broad CFO (Jesse Souweine). The e-mail address fundwatch@broadinstitute.org goes to a Google group monitored by Zach, Andrew, and Karen and can be used for all questions. FundWatch was piloted in the spring of 2018 and launched Broad-wide in July 2018.

FundWatch

Project Management

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.

Kanban board Jira dashboard

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.

Tableau Groups

FundWatch is in the PIFR (PI Financial Reporting) project on Tableau Server. Access to that project was initially controlled by the local PIFR group on Tableau Server. Later the Broad Active Directory (AD) group BOBJ BSC End User was added, and this group is set to sync with Broad AD every midnight. Users added to the BOBJ group in AD will have access to the Tableau report the next day. The Synchronize All Groups... button can be used to manually sync during the day. The sync takes just a minute.

Row-level Data Security

In addition to restricting access to the report itself, access to the financial data is restricted by Broad username. Broadies must be granted access to see the accounts for one or more PIs. They will be able see all cost objects for which those PIs have primary or secondary responsibility.

This cost object responsibility table (CORT) is maintained by Business Systems and accessed from a Microsoft SQL Server data source (vCORTbyUser). This live data source displays a view filter for the remaining views powered by the SAP BW data extract (Tableau Graphics Data (ZBFM_M01)). 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.

While the vCORTbyUser data source does get large with extra rows to support developers who need access to all PIs and cost objects, it avoids the join with the financial data itself. This avoid the "join explosion" commonly cited as a problem when managing entitlements to financial transactions.

Training

Video

A 2-minute training video was made using Apple QuickTime Player on the Mac. The Screen Recording with audio function was used. The .mov file was copied to C:\ProgramData\Tableau\Tableau Server\data\tabsvc\httpd\htdocs\ on the Tableau Server where it can be accessed via https://tableau.broadinstitute.org/fundwatch.mov or from the link in the app's tooltip.

Office Hours

Office hours are held by Business Systems and Sponsored Research. 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

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