Harvard Analytics and Reporting Tool (HART), powered by OBI, includes the Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.
HART by the Numbers for October 2020
- 1: Average query time to run in seconds
- 578: Average # of rows in the dashboard results
- 1,340: Distinct Users logged into HART during this period; 121 fewer users than October 2019
- 150,871 queries were run in October; a 20% decrease from October 2019
Monthly HART Release
The next monthly HART release will begin on Friday, November 20, 2020 at 6 pm. The release is expected to be complete by 9 am Saturday, November 21, 2020.
To stay up to date with HART releases, including enhancements and bug fixes, check out the HART 3 Month Release Plan and Backlog wiki page for details.
HART Tip: HART Sorting
When you first render a dashboard in HART, the default sort will be on the column that is found in the farthest left hand cell. If it is not possible to sort on the first column, HART will then sort on the second column, and so forth.
There are two ways to add a primary sort to your dashboard:
Method 1:
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Hover your mouse over the column heading of the column you wish to sort. You will also see two triangles:
- The triangle pointing up is Sort Ascending
- The triangle pointing down is Sort Descending
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Click on the sort option you prefer.
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When you apply the sort, the triangles will appear to the right of the column heading, and the triangle representing the option for sorting you selected will be darkened. In this example, Sort Ascending was selected:
- This is your visual cue that you have sorted the dashboard.
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When you apply the sort, the triangles will appear to the right of the column heading, and the triangle representing the option for sorting you selected will be darkened. In this example, Sort Ascending was selected:
Method 2:
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Right-click on the column you wish to sort to bring up the menu:
- Select Sort Column, then either Sort Adcending or Sort Descending.
How can I add a secondary, tertiary sort to my dashboard?
Once you have set your primary sort, you can add a secondary sort by right-clicking on the column heading to bring up the menu and selecting either Add Ascending Sort or Add Descending Sort.
Continue to follow these same steps to create a tertiary sort. You can continue to sort as you wish.
How can I clear sorts?
To remove a sort, right-click on the column heading, select Sort Column, and select Clear All Sorts in View. Note that this will clear all sorts you have created.
Additional Resources for HART
- The HART dashboards are supported by readily accessible help videos and job aids on the HART wiki site.
- HART Drop-In Hours are held quarterly. Visit the HART Training Calendar for links to register and to access the Zoom Session.
- For questions or concerns regarding HART, please email: huit-dms-obi-help@harvard.edu
- To request enhancement to HART, please email: huit-dms-obi-request@harvard.edu