Pcard Total University Tableau Dashboard
Purpose

The Pcard Total University Tableau Dashboard enables the Pcard Program Manager to monitor the Pcard program spending and compliance. The dashboard enables the Pcard Program Manager to find trends, investigate issues, identify training needs, and monitor compliance.

Description

Scope

  • The Pcard Total University Tableau Dashboard includes data for all companies from FY2023 to present.

Data Sources

  • Data are sourced from Workday.
  • The Tableau Data Model, “Pcard Credit Cards – Transactions – Verifications,” is fed by the below workday reports:
  • URF1222e Credit Card Transactions
  • URF1243e-1 Pcard Verification Lines - No Splits
  • URF1243e-2 Pcard Verification Lines - Splits by Percent
  • URF1243e-3 Pcard Verification Lines - Splits by Quantity
  • URF1272e Credit Cards
  • URF1299c Pcard Matrix Org - Security Export

  • The Tableau Data Model, “Active Credit Cards,” is fed by URF1272e Credit Cards and transformed in the data warehouse.

Timing

  • Data are refreshed on a daily basis.

Dashboard Views

  • Spend Trend
  • $Buckets
  • Merchants
  • Timeliness Overview
  • Timeliness Breakout
  • Spend Category
  • Compliance Overview
  • Compliance Detail
  • Outstanding Verifications
  • Credit Cards
  • Cardholder History

Prompts

The report can be run using the following prompts. Clarifications are noted below. Please see the Specification Terms for more definitions. 

  • The report can be run using the following prompts. Please see the Specification Terms for more definitions. 

Workbook-level prompts:

  • Company for FAO
  • HR Department
  • Pcard Manager
  • Cost Center
  • FAO

Page / visualization-level prompts:

  • HR Division
  • HR Department
  • Posted Date FY
  • Posted Date
  • Cardholder
  • Spend Category
  • Verification Timeliness
  • Verification Timeliness Detail
  • Fraud Flag – TF
  • Credit – TF
  • High Risk Merchant – TF
  • Food and Beverage Audit – TF
  • High Risk Spend Category – TF
  • Line Memo or Description Audit – TF
  • Exclude Pcard Line
  • Exclude Credit Card Transaction

Fields

The following fields are included on the report. Clarifications are noted below. Please see the Specification Terms for more definitions. 

Primary BORelated BOField NameDescription
Credit CardCardholder
Credit CardCreated DateCredit Card Created Date
CardholderCredit CardTermination Date
Credit Card TransactionCredit Card Transaction / WID (Workday ID)
Credit Card Transaction# Credit Card Transaction
Credit Card TransactionCredit Card Billing Amount
Credit Card TransactionBilling Amount Buckets
Credit Card TransactionMerchant
Credit Card TransactionMerchant GroupCommon credit card merchants grouped into umbrella category
Pcard VerificationPcard Verification / WID (Workday ID)
Pcard VerificationPcard Verification LinePcard Verification Line / WID (Workday ID)
Pcard VerificationPcard Verification LinePcard Billing Amount
Pcard VerificationPcard Verification Line# Pcard Verification Lines
Pcard VerificationPcard Verification LineLine Description
Pcard VerificationPcard Verification LineLine Memo
Pcard VerificationPcard Verification Line SplitVerification Line Split / WID (Workday ID)
Pcard VerificationPcard Verification Line SplitLine Split Memo
Pcard VerificationCredit Card TransactionVerification TimelinessCompares the Credit Card Transaction posted date to the Pcard Verification BP Initiated Date to determine compliance.
Pcard VerificationCredit Card TransactionVerification Timeliness DetailBreaks Verification Timeliness into more detailed buckets.
Credit Card TransactionPosted Date FY / Period
Pcard VerificationFAOCompany for FAO
CardholderCredit CardHR DepartmentHR Department for the Cardholder
CardholderCredit CardHR DivisionHR Division for the Cardholder
Pcard VerificationPcard Verification LineCost Center
Pcard VerificationPcard Verification LineFAO
Credit CardCardholderPcard ManagerPcard Manager(s) for the pcard
Pcard VerificationPcard Verification LineSpend CategorySpend category for the pcard line
Pcard VerificationSpend CategorySpend Category HierarchyHierarchy for the spend category
Pcard VerificationLine Memo or DescriptionFraud FlagLine Memo or Description includes fraud keywords
Credit Card TransactionBilling AmountCreditNegative billing amount
Credit Card TransactionMerchantHigh Risk MerchantMerchant includes high risk keywords
Pcard VerificationSpend CategoryFood and Beverage AuditFood or beverage purchase < $25
Pcard VerificationSpend CategoryHigh Risk Spend CategorySpend category considered high risk for pcard compliance
Pcard VerificationPcard Verification LineLine Memo or Description AuditLine Memo or Description includes compliance keywords

Additional Details

Due to a timing issue between Credit Card Transaction Date, FAO Active Date, and Accounting Date, some pcard verification lines will appear with a null company and might be overlooked in some regards. However, due to the nature of the timing issue, it appears that the correct/accurate course of action is not to update the fao_d table. Instead, users should be aware of these timing issues for their company. 

View Specification Terms
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