Business Intelligence (BI) Reporting. American University s Executive Dashboards. User Guide

Transcription

1 Business Intelligence (BI) Reporting American University s Executive Dashboards User Guide

2 Accessing BI Reporting Log on to the myau.american.edu Portal, then expand the TECHNOLOGY link under Personalized links. Select BI REPORTING. Access to view this link is restricted to those granted the security class. BI Reporting 2

3 Accessing BI Reporting You may also click on CORE SERVICES under the Technology tab, then BUSINESS INTELLIGENCE. Core Services 3

4 Accessing the Executive Dashboards Select EXECUTIVE DASHBOARD. Executive Dashboard 4

5 The Executive Dashboards 5

6 The Executive Dashboards The BI Executive Dashboards consist of four interactive panels that contain multiple zones: The EXECUTIVE Dashboard panel (default view) The ADMISSIONS Dashboard panel The FINANCE Dashboard panel The ENROLLMENT Dashboard panel 6

7 The BI Toolbar The BI Toolbar provides options to navigate through the zones, adjust the display mode, print, and export data. The recommended screen display to view all zones in one screen is 75%. Print Schedule Screen Display Restore Normal Screen Mode Navigation Buttons View Mode Buttons Send to Export Button Rerun 7

8 The BI Toolbar Viewing Modes BI contains three modes from which you can view screen data: EXPRESS Mode INTERACTIVE Mode FLASH Mode(default) Express Mode Interactive Mode Flash Mode Flash mode allows for enhanced graphics 8

9 The BI Toolbar - Printing The PRINT button,, prints either the Current Layout, or All Layouts on the BI Dashboard. BI will print in PDF format and will automatically format the dashboard to fit on the page. 9

10 The BI Toolbar - Exporting You can export a Dashboard view to Excel, or in PDF, HTML or Flash format by selecting the EXPORT dropdown,. Select either Current Layout or All Layouts. Click OK. You will see this screen while the export loads. 10

11 The BI Toolbar - Exporting Confirm that you wish to open the file. You will then be prompted to enter your credentials again. 11

12 The BI Toolbar Exporting Sample Export to Excel 12

13 The Executive Dashboard The Executive Dashboard contains six zones: RETENTION and GRADUATION ENROLLED STUDENTS DEMOGRAPHICS CAMPUS POPULATION ENDOWMENT VALUE in MILLIONS of DOLLARS WORKFORCE 13

14 The Executive Dashboard The RETENTION and GRADUATION Zone contains two views: Retention and Graduation Retention Detail (Displayed in Grid or Graph view) Each Zone will display the Data Source and Refresh Schedule 14

15 The Executive Dashboard The ENROLLED STUDENTS Zone and DEMOGRAPHICS Zone contains a Graph view and a Grid view. You may switch between Graph and Grid views by clicking the appropriate button. Display button 15

16 The Executive Dashboard The CAMPUS POPULATION Zone contains two views: The Student Calculation view and the Students by Academic view. Student Calculation View Campus Population View 16

17 The Executive Dashboard The ENDOWMENT VALUE IN MILLIONS OF DOLLARS Zone contains a Graph and Grid option. 17

18 The Executive Dashboard The WORKFORCE Zone contains three views, all with a Grid and a Graph option: Full-time Employees by Division Faculty by School Full-time Adjuncts by School 18

19 The Admissions Dashboard The ADMISSIONS Dashboard contains four zones: Freshmen Dashboard Admissions Dashboard (Five term comparison by school) o Default View: Applications Fall Freshman Early Decision, Withdrawal, and Mentorship Dashboard Admissions Dashboard (Five term comparison by school) Applications Dashboard (Default View) The Admissions Dashboard also contains an AWI Admissions Snapshot link, which opens the Admissions Snapshot reports in a new window. 19

20 The Admissions Dashboard 20

21 The Admissions Dashboard The FRESHMAN Dashboard contains two main views: Admits and Conversion (Deposit/Enroll) and Freshman SAT/GPA; each with several viewing options. 21

22 The Admissions Dashboard The first Admissions Dashboard view defaults to the Applicants view for Fall Semester Freshman. You have multiple data viewing options. You may click the PROSPECTS link to open a new window which displays the Admissions Prospects Dashboard. Prospects View Selector Mouse-over to display data 22

23 The Admissions Dashboard The second Admissions Dashboard view defaults to the Admits view, but is otherwise identical to the first Admissions Dashboard. Admits view 23

24 The Admissions Dashboard The Fall, Freshmen Dashboard (Early Decision, Withdrawal, and Mentorship)is a grid-only view. Key Dates 24

25 The Finance Dashboard The Finance Dashboard contains four zones: REVENUE: Budget vs. Actual EXPENSES: Budget vs. Actual TUITION REVENUE DETAIL: Single Term TUITION REVENUE DETAIL: Last Five Years The Finance Dashboard also contains a Financial Reports link, which opens the Revenue and Expenditure Performance by Category reports in a new window. 25

26 The Finance Dashboard 26

27 The Finance Dashboard The Revenue - Budget vs. Actual view contains the option of a Grid or Graph display. You may also mouse-over to display data on the graph. Mouse-over to display data 27

28 The Finance Dashboard The Expenses - Budget vs. Actual view contains the option of a Grid or Graph display. You may also mouse-over to display data on the graph. Mouse-over to display data 28

29 The Finance Dashboard The Tuition Revenue Detail view contains the option of a Grid or Graph display. You may select a term to view data going back to Fall Select a Term 29

30 The Finance Dashboard The Tuition Revenue - Last 5 Years view contains the option of a Grid or Graph display, and two view options: FISCAL YEAR FINAL REVENUE and YTD REVENUE. You may select the Fall, Spring, or Summer term. 30

31 The Enrollment Dashboard The Enrollment Dashboard contains four zones: ENROLLMENT HEADS ENROLLMENT CREDITS ENROLLMENT FIVE YEAR COUNT ENROLLMENT BY SCHOOL 31

32 The Enrollment Dashboard

33 The Enrollment Dashboard The Enrollment Heads and Enrollment Credit views are driven by the Term selection. You may view data going back to Summer Both the Enrollment Heads and Enrollment Credits have Grid and Graph view options. Select Term 33

34 The Enrollment Dashboard The Enrollment Five-Year Count is driven by the selection of the Fall, Spring, or Summer Term. You may select a Grid or Graph view option. Select Term Mouse-over to display data 34

35 The Enrollment Dashboard The Enrollment by School view is also driven by Term selection. You may select a term to view data going back to Spring You may select a Grid or Graph view option. Mouse-over to display data Select Term 35

36 Index Accessing BI Reporting...2 The Executive Dashboards...5 The BI Toolbar...7 Viewing Modes...8 Print...9 Export...10 The Executive Dashboard Retention and Graduation Enrolled Students Demographics Campus Population Endowment Value in Millions of Dollars Workforce Fall Freshman Early Decision The Finance Dashboard Revenue: Budget vs. Actual Expenses: Budget vs. Actual Tuition Revenue Detail: Single Term Tuition Revenue Detail: Last Five Years The Enrollment Dashboard Enrollment Heads Enrollment Credits Enrollment Five Year Count Enrollment by School The Admissions Dashboard Freshmen Dashboard Admissions Dashboard (Applicants) Admissions Dashboard (Admits)... 23