NewsLink Articles
Coming Soon: "Find Supplier Invoice Funding Detail – OSU" Report
The "Find Supplier Invoice Funding Detail – OSU" report is currently being tested and is slated for publication during the week of February 28. This report provides invoice line detail information including all invoice header details found in the "Find Supplier Invoice Summary - OSU" report as well as invoice line details such as items purchased, Ship-To Address, quantity of item line purchased, etc. It can be used to help support expenses or balances sheet activity in the General Ledger.
New "Created by Worker" Field in "Payroll Accounting Adjustment Status" Report
After feedback was received during the December Research Reporting Office Hours session, the column “Created by Worker” was added to the "Payroll Accounting Adjustment Status" report. This change allows viewers to see who initiated the payroll accounting adjustment, therefore making it easier to reach out to the initiators. This change also makes the report more consistent with our financial reporting, because the “Created by Worker” field is a common output of reporting.
Finance February Office Hours
The next Finance Office Hours session will be held from 2 - 3 p.m. on Tuesday, February 15. Use MS Teams to join.
Update to the Other Funding Report
Based on feedback from users in the grants/research community, the “Other Funding” report within the Principal Investigator and Grants Administration dashboards now includes a new column for “Revenue.” The "Transfers In and Out" information is still in a separate column. This ensures a full view of balances is contained within this report.
Three Years of Tableau at Ohio State
This year marks the 3-year anniversary of Ohio State’s Tableau implementation. The Data and Analytics team surveyed leaders and stakeholders in January to gather data about Ohio State’s last three years of Tableau use. Check out the full post for an initial overview of results that will factor into future planning and the continual service improvement of Tableau.
Decommission of eTools and Introduction to Source for Historical Data
Effective January 21, 2022, eRequest and eTravel were officially decommissioned. Access to historical data from those systems is now available using the Reporting and Analytics Environment (RAE) and Tableau Server.
Related job aids are available in the Administrative Resource Center (ARC).
- Requesting Access to Enterprise Data for Analytics
- Guidance Running Historical Reports in Tableau Server (includes three job aids for historical eTravel, eRequest, and PCard information)
Planned maintenance and downtime for Student applications Jan. 29
This item is being shared on behalf of our Office of Student Academic Success colleages. From 5 p.m. on Saturday, January 29 to 11 a.m. on Sunday, January 30, the following PeopleSoft Buckeye Link (Campus Solutions/Student Information System) services will be unavailable.
Conversion has Begun for Specific EIB Templates
Workday is requiring the conversion of Enterprise Interface Builder (EIB) templates from an XML Excel file format to an XLSX Excel file format. Ohio State will convert all of its EIB templates over the next few months. Once a template conversion is completed and uploaded to the Administrative Resource Center (ARC), the old template will no longer be available. The release of each new template and a link to it in the ARC will be announced in NewsLink.
Beginning immediately, you must use the new templates listed, as available in the ARC:
e-Activity Update Research Reporting Presentation
The next Research Reporting presentation is Thursday, February 10, 2022, from 9:30 to 10:30 a.m. During this session we will review how to use the updated e-Activity regarding award proposals and awards. The session is optional and is intended for grant administrators who use e-Activity. A session focusing on expenditures in e-Activity will be scheduled later.
Prerequisites for this session:
- Prior experience with eActivity
- Experience with pivot tables in Excel
- Familiarity with Tableau, where eActivity is housed
- You're encouraged to view the free Getting Started in Tableau video; you may need to create a login to view.
- Access to eActivity in Tableau
- If you need assistance gaining access to eActivity in Tableau, please follow the linked instructions from the Office of Research.
The MS Teams session link is available in the full article.
Changes to Graduate Fee Authorization Encumbrances
Beginning for the Spring 2022 Academic Period, the Graduate Fee Authorization encumbrances will generate for Tuition and Technology fees for the University and OSP. Non-Resident fees will no longer be included in the encumbrances for Graduate Fee Authorizations, as most Non-Resident fees are centrally reimbursed.
The Spring 2022 encumbrance posting is targeted to post on 01/25/22. Please refer to the Graduate Fee authorization job aid for general information around Graduate Fee Authorizations.