Using Tableau to Reconcile NUCore Charges ELIZABETH PUGH

Using Tableau to Reconcile NUCore Charges ELIZABETH PUGH AND GINGER GILMORE

Tableau-How to Use Go to: https: //tableau. northwestern. edu/t/OR/views/NUcore. Billing. WCASLife. Sciences/Dashb oard 1? iframe. Sized. To. Window=true&: embed=y&: show. App. Banner=false&: display_cou nt=no&: show. Viz. Home=no#1 • As a Business Administrator, Tableau will display all funding sources listed in NUCore

To find funding sources for an owner, type in Owner’s last name or Net ID

To extract the data as an excel: a. ) Click on the table to select b. ) Click on “download” at the bottom of the screen c. ) Pop-up window will appear. Click on “Crosstab”, the new pop up window will appear. Download crosstab. The crosstab has been generated. Click download.

View of CSV File Owner Pymt Src Number Facility Name Nyberg, Kevin (kgn 5692) 610 -401100060045823 -01 Nyberg, Kevin (kgn 5692) Order Number Fulfillment Date Journal Date Billed Amount Product Name Purchaser Biological Imaging 728649 Facility 830580 Poster length in inches (18) Nyberg, Kevin (kgn 5692) 9/12/2017 9/30/2017 $109. 80 610 -401100060045823 -01 Biological Imaging 728649 Facility 830612 Poster Tube (8) Nyberg, Kevin (kgn 5692) 9/12/2017 9/30/2017 $5. 50 610 -401100060045823 -01 Keck Biophysics Facility Instrument training Nyberg, Kevin (kgn 5692) 10/2/2017 11/8/2017 $200. 00 742668845281 Status Sort by Journal date, any orders which do not have a journal date need to be crossed checked against the GL 008. Once a journal is created in NUcore, it will show in the Tableau dashboard with a Journal Date the next business day, regardless of any appearance on the GL 008. Journals which are created after 4: 45 pm on a university business day; in these cases, the journal will be uploaded to NUFinancials on the evening of the following university business day. Life Sciences Financial Services uses this method of cross checking to determine the NUCores which will be manually encumbered on the reconciliation.