ethority training guide 1 - unt health science center · ethority training guide page to change an...

1 eThority Training Guide

PageeThority Training Guide

• eThority is a data analysis tool - used to create customized reports through a series of queries and simple menu options.

• It uses a built-in web interface to promote ease of access without the

need for software installation on the end users machine. • eThority allows you to quickly and easily manipulate data for

reporting, graphing and distribution. Data is imported from EIS Finance, Payroll and HR.

While on campus or through using a VPN connection to the UNTHSC intranet, eThority can be accessed by the following URL: https://ethority.hosts.hsc.unt.edu ( for more information on accessing the campus VPN, please visit https://vpnweb.unthsc.edu )

https://ethority.hosts.hsc.unt.edu/

https://vpnweb.unthsc.edu/


Use your EUID and password at the login page


You will then be routed to your custom Homepage.


• A DataBook is your basic report

• You have the ability to shape your data with grouping, sorting and filtering.

• DataBooks are arranged in collapsing folder groups known as “Topics”


• Integrated security allows you to designate permissions and access level to DataBooks, ensuring privacy of sensitive information, or granting the ability to share with other users. A DataBook can be given specific user rights, or set to be visible to all members of your department.

• A User DataBook can be set for private viewing or can include your EUID in

the name to display ownership as a Departmental DataBook. In the Topics List, a DataBook will display an icon relevant to its permission settings. For example, this is a user-only icon:


A DataBook can be created by saving alternate versions of existing DataBooks To open an existing DataBook, navigate to the intended source and click the icon of the book you wish to select: Or highlight the row and right-click for the menu option “Open DataBook”


Your DataBook will open in a new window


In the top menu bar, you will see three main categories:

Use Grouping to organize

and add totals and subtotals

Use Sorting to order the detail within

each group

Use Filtering to select the data to be included

in the report


The “Group” option allows you to choose column hierarchy. There are two ways to Group items. A) Hover over the chosen B) Click on the “Group” column name, then button for the following menu click and drag it into the Group to appear: menu box


With any changes made to the DataBook, eThority will require a Refresh Expand or Collapse the data


With any of your functions, you can also include additional items to create sub-groups and you can also change the increment of the listing. For example, we can add “Effective Date” to our “Incumbent” Group to be presented with a menu of timeline options

Your sub-group will then display in the following format:


Click on the green arrow within the Incumbent icon to change the sort order Or right-click the icon for a drop-down menu to choose the sort order To remove the Group, right-click and hit “Delete Group”, or click and drag the icon out of the Group box and back into the main Databook field.


The Sort function determines the display order. Data will sort from A to Z or from smallest to largest if the column contains numerical entries. Right-click on the column header in the Sort panel to change the sort order from Z to A or click the green arrow on the column header in the sort panel to change its order.


Add additional column headers to be sorted to the top panel. Data will arrange itself in the order that the fields are placed. Sort obeys the following order of Group and sub-groups, then Sort and any sub-sort.


The Filter function places limits on the data that appears in the DataBook. Drag and drop any column header to the Filter panel to open the Builder dialog box, or click the Filter button to select from a field listing.


To change an existing filter, double-click on the filtered column header in the Filter panel. The Builder will open. There are three Values in the Builder. • User Value – This is a manual input box that allows you to type the value directly

into the field supplied. Use the dropdown to qualify the search value.

• Data Field – This is used to filter the actual amount based on another column in the DataBook. Select the Data Field value option and select the appropriate column from the “Field” dropdown

• Pick List – This is a list of all the unique values contained in the column. The pick list option is only available for columns of the List data type.


Filter Values can return the selected data or exclude it. Include Exclude Click “OK” when filter is complete to apply changes and return to DataBook


“Field Selectors” is a DataBook feature that allows the hiding and rearranging of columns. Click “View”, then “Field Selectors”


The Available Fields grid contains all columns that may be applied to this Databook. The Current DataBook Fields grid contains all columns currently displayed in the DataBook. A blue box indicates a field is turned on to view. Click “OK” to return to DataBook once selections are complete


Within the Field Selectors menu are the following options: • Add Field / Add all – To add highlighted fields or all fields to DataBook. A double-

click on the column name will also move it to the Current DataBook fields grid.

• Remove Field / Remove All – To remove columns from the current DataBook

• Display Text - Click in the field and type a new name to rename the column in the Databook

• Move Up / Move Down – Reposition the column in the DataBook. You may also drag and drop a field to another position

• Hide – Check the box to allow the field for use in a filter, group or sort, but to hide it from view as a column in the DataBook

(available options based on user permissions)


There is the option to save your DataBook in eThority or to Export it into Excel for further use. To save as a new DataBook, navigate to the top-right menu bar and choose “File – Save As”


Enter a File name and description for the DataBook. Uncheck “Prevent Overwrite”


Under “Sharing”, choose whether to create this DataBook as a User/Group only item or full Departmental access. Hit OK when finished.


When new DataBooks are made, refresh the eThority session window


To export your DataBook as an Excel Spreadsheet or Acrobat PDF, navigate to the top-right menu and click on “File – Export”:


You will be taken to a window which will allow you to choose the File type of choice:


By selecting the Drop-down menu next to “Format”, you will have the following options: • Adobe Acrobat (PDF) • Microsoft Excel (XLS) • Microsoft Excel 2003 – Simple (XLS) • Rich-Text Format (RTF) • Fixed-Length Format – (TXT) • Comma-Delimited (CSV) • XML (XML) • TIFF Image Format (TIFF)

To choose an Excel Spreadsheet, select “Microsoft Excel 2003- Simple (XLS)”. This clears it of unnecessary formatting.


After choosing the simple spreadsheet, select “Open with Microsoft Excel” A prompt will appear. Click “Yes” to open the file


The excel spreadsheet will open as a new file. If Excel is already open, click the existing session to view the prompt to open the file.

ethority training guide 1 - unt health science center · ethority training guide page to change an...

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