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A First Look at Warehousing Kuali Financial Systems Data
Dylan CooperInformation Warehouse Office
The University of [email protected]
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“The Kuali Foundation is a non-profit organization responsible for sustaining and evolving administrative software that meets the needs of all Carnegie Class institutions. “
Release 1.0 - October 2006• Chart of Accounts• Financial Transactions/General Ledger
Release 2.0 - November 2007• Purchasing / Accounts Payable• Labor Ledger• Contracts & Grants
Release 3.0 - ??? (Scheduled March 2009)• Accounts Receivable• Budget Construction• Capital Assets• Effort Certification
Kuali Financial Systems (KFS)
Dimensional
Staging
PeopleSoft EPM
KFSTransactional
Staging History
Data Warehouse Structure
Module Prefix Table Count
Load to DW?
Accounts Payable AP_ 24 YAccounts Receivable AR_ 35 YChart of Accounts CA_ 57 YFinancial Processing FP_ 75 YGeneral Ledger GL_ 23 YLabor Ledger LD_ 115 YPurchasing PUR_ 86 YRice Enterprise Workflow
KREW_ 47 Y
Scheduler QRTZ_ 12 N
KFS Tables By Module (Partial)
_MT
Staging History Tables
CDC
OBJ_ID
VER_NBR / ORA_ROWSCN
Transaction Fact
AccountDim
Object CodeDim
ProjectDim
FiscalPeriod
Dim
Balance TypeDim
eDocDim
OriginDim
OrgDim
Transaction Fact
Balance TypeDim
A2 A21 Balance AC ActualsBB Adjusted Base Budget CB Current BudgetCE Cost Share Encumbrance MB Monthly BudgetEX External Encumbrance PE Pre-encumbranceIE Internal Encumbrance TR TransfersRE Year End Budget Reversion NB Close Nominal Balance
FiscalPeriod
Dim
1-12 Fiscal Months 1 through 12
13 Year-End Adjustments
AB Annual Balance
CB Inception-to-Date Beginning Balance
BB Beginning Balance
AccountDim
IU
BL
BA
SB IN
IA HO
Object CodeDim
AS ASSET
CH CASH – NOT INCOME
EE EXPENDITURE NOT EXPENSE
ES EXPENSE NOT EXPENDITURE
EX EXPENSE EXPENDITURE
FB FUND BALANCE
IC INCOME NOT CASH
IN INCOME-CASH
LI LIABILITY
TE TRANSFER OF FUNDS - EXPENSE
TI TRANSFER OF FUNDS - INCOME
Object Code Type
eDocDim
Year End Salary Expense TransferInternal BillingTransfer of FundsJournal VoucherDistribution Of Income And ExpenseProcurement CardPre-EncumbranceIndirect Cost AdjustmentLabor Journal VoucherBenefit Expense Transfer
Document Type
ProjectDim
Project CodeNameDescriptionManagerChart of AccountsOrganizationActive/Inactive Flag
Project Attributes
KFS Decision Support SIG
James Singleton (Cornell) – [email protected]
Tina Golini Jessee (Indiana) - [email protected]
CLOB
OriginDim
