NewsLink Articles
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.
New Job Aid for Initiating One-Time Payments for Taxable Items
A new job aid that outlines how to initiate ad-hoc one-time payments when an employee has received a taxable item is now available for managers, leaders and HR Consultants. Taxable items (sometimes referred to as non-cash items) may be gift cards or merchandise, such as fruit baskets, books, jackets or other apparel, etc. These must be entered into the system in the same calendar month when the employee has received the taxable item, regardless of the dollar value of the item. The job aid has been published in the Administrative Resource Center.
Updated Resources for One-Time Payments
In alignment with the improvements to One-Time Payments business process, three job aids have been updated in the Administrative Resource Center:
- Review/Approve One-Time Payments – for HR Consultants on reviewing and approving One-Time Payment requests
- Approving One-Time Payments - OHR Comp – for Compensation professionals on reviewing and approving One-Time Payment requests
- One-Time Payments and Allowance Plans – for those who need to identify the appropriate compensation plan that aligns to what you need to pay
Expense Report Workflow Change
On January 6, 2022, a change was implemented with the intent to workflow any Expense Reports with different Cost Centers from the Spend Authorization to the Cost Center Manager(s) regardless of the 20% threshold. This change had an issue that wasn’t caught during testing and was workflowing for all conditions regardless of Cost Center being different. The Expense Report workflow has now been updated and is executing as expected as of today. All Expense Reports will do an additional routing to the Cost Center Manager if over 20% from Spend Authorization. In addition, Expense Reports will now route to the Cost Center Manager if the Cost Center(s) are different than the Spend Authorization.
If you have questions, please contact the Travel Office.
Use Marketplace Quotes in Buckeye Buy to Import Quotes into Workday
As a reminder, the Buckeye Buy Marketplace Quote website hosts quotations from multiple contracted suppliers. Each supplier has their own portal within the site through which they submit quotations for their contracted services and goods. Quotes can be imported directly into Workday when following the Buckeye Buy Marketplace Quotes user guide (https://busfin.osu.edu/buy-sell-travel/purchasing/purchase-products/buckeye-buy/buckeye-buy-user-guides).