NewsLink Articles
Tableau Report Enhancements: “Historical eTravel - Payment Request” and “Historical eTravel - Travel Exception”
The “Historical eTravel - Payment Request” Tableau report now has Payment Request Status and T-number as available search parameters.
The “Historical eTravel - Travel Exception” Tableau report now has T-number as an available search parameter.
Enhancements Coming Soon: "Find Internal Service Delivery Lines by Cost Center"
The "Find Internal Service Delivery Lines by Cost Center" report has been enhanced to include the line-item description from the Internal Service Delivery along with all the funding Worktags used. Enhancements listed below.
- Enhancements to report output:
- Grant
- Line-item Description
- Adding Grant to the report prompt
- Updating the logic for costing prompts and outputs (CCH6, Cost Center, etc.) to read line splits.
Enhancements Coming Soon: "Find Purchase Order Summary – OSU"
The "Find Purchase Order Summary – OSU" report has been enhanced to include the listed fields on the report output. This report replaces "Find Purchase Orders." If line level detail for purchase orders is needed, users can utilize the "Find Purchase Order Details – OSU" report. Enhancements to report output listed below.
Enhancements to report output:
- Obligation Amount Liquidated
- Obligation Amount Remaining
- Accounting Date
- Requisition Sourcing Buyer
Organizing Your Work Office Hours Recording Now Available
The recording from the March 2 office hours session on “Organizing Your Work” is now available for viewing.
- For grant administrators: the recording and slide deck can be found in the Organizing Your Work sub-folder within the Research Reporting Office Hours folder.
- For principal investigators: the recording and slide deck can be found in the Organizing Your Work sub-folder within the PI Office Hours folder.
Note: If you have an osumc.edu address and receive an error when accessing the files, use the Request Access link.
- Add and Manage Favorites
- Saving and Using Report Criteria Filters
- Change Your Preferred Search Category
Tableau Year 3 - Supporting the Ohio State Pandemic Response
Welcome to the first installment of the Three Years of Tableau blog series. In February, an initial overview was shared highlighting Tableau use over the past three years at Ohio State, along with findings from a January 2022 survey. With this blog series, we’ll dig a little more and share some user testimonials. Read more.
Reminder: Protecting Ohio State Data Just Got Easier
We all share the crucial responsibility of protecting Ohio State’s institutional data, which is why faculty, staff and student employees with access to certain administrative systems such as Workday and Tableau must complete training each year. But did you know that many staff members can complete their Institutional Data Policy training requirement by finishing a 7-minute activity on the Cybersecurity for You (C4U) platform? Read more at the it.osu.edu website.
Working Together as Buckeyes to Thwart Cybersecurity Threats
As the situation in Ukraine and eastern Europe evolves, many Buckeyes are reaching out with concerns about how this conflict could affect our systems and the university, should there be an increase in cybersecurity threats. Our Digital Security and Trust team is always on the job, with numerous tools looking for vulnerabilities and potential issues around the clock. As always, our Ohio State community plays a major part in keeping the university safe. You can help protect our systems by remaining vigilant both at Ohio State and at home and by understanding the role you play. Read more at the it.osu.edu website.
e-Activity Presentation Materials Available
The materials from the e-Activity session held Thursday, February 10, are available for viewing. The links to the e-Activity recording and slide deck can be found in the e-Activity folder. Note: If you have an osumc.edu address and receive an error when trying to access the files, use the "Request Access" link.
In addition, the updated job aids for these topics are available in the Administrative Resource Center:
If you need assistance with reports, please contact WorkdayImprovementTeam@osu.edu for Workday questions and orhelpdesk@osu.edu for e-Activity or PI Portal questions.
Organizing Your Work Session for the Research Community
Have you wondered how to access commonly used tasks and reports in Workday more easily? Do you have difficulty remembering an obscurely named report or all the search parameters to select when running a report? Would you like to learn how to use shortcuts and favorites to quickly navigate to the information you most often use? If you are curious about any of these features, this session on Wednesday, March 2 is for you!
Grant administrators will be sharing how they use these features to organize their work. Join us to learn some helpful tips for organizing common tasks, reports, shortcuts, and filters within Workday. The MS Teams session link is available in the full article.
OSU Find Assets Report
The "Find Assets" report allows users to view, analyze, and take action on individual business asset lifecycle events or edit the business asset.
The report received the listed enhancements during the week of February 21.
- The report will read shared asset worktags for: Cost Center Hierarchy, Cost Center, Grant or Project. Historically the report was unable to read shared asset attributes.
- Prompts will be added for Asset Class, Asset Type, and Purchase Order.