Description
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The Active Student Basic dashboard is a “Basic” dashboard, meaning it’s a starter dashboard that answers most popular questions about active students, and it can be used as a starting point to create other reports by using Tableau’s Web Edit. Active Student Basic dashboard is about active students. Students need to be active provides a summary of current “active students” (students are de-activated after 3 terms of inactivity), and may not necessarily be currently enrolled. Active Student data has no history; it’s the current data about active students.The dashboard has active students summary data, such as student contact and demographic info, student academic info, last enrolled summary info and performance indicators, advisors, enrollment status in current and two next terms (indicators only), milestones, transferred credits, appointment info, etc. . Use this dashboard to view a breakdown of students by program or degree, generate contact lists, or identify students with outstanding service indicators. Users may use this dashboard as a template to build or customize their own versions of the dashboards for their needs. The dashboard does not have enrollment details, nor has historical enrollment data, or class enrollment data. |
Key Business Questions
As mentioned, this dashboard can be used to answer a number of questions, such as:
How many students are currently enrolled across each of the majors offered in my school?
Which advisor(s) have the lowest / highest number of assigned students?
Who are the students assigned to a specific advisor? What are their demographics / test scores / grades?
Which students matriculated for the current term have not yet enrolled?
Which students have outstanding holds that will block enrollment?
What are the demographics of students associated with a specific school / degree program?
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Active Schedule Basic dashboard has three separate dashboards/tabstabs which can be accessed from the top of the view:
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Active Student with Advisor
This dashboard provides a list of active students with academic and enrollment information, advisors, and performance indicators, admit and expected graduation terms. There Drop-down filters along the top row filter across all charts or tables on this tab. In the top right part of the dashboard (just below the filters), the “Number of Students” display counts each student exactly once. However, in the tables and charts, there may be more than one record per student, as some students are enrolled in multiple programs/plans.
Sample questions answered by this dashboard:
I need a list of students in our program(s)/plan(s)/subplan(s), and be able to see their performance indicators
For outreach, I need a list of students who are not enrolled
I need a list of students assigned to a specific advisor
What is the advisor load in my school?
How many students are enrolled in a Plan of interest?
How many students pursuing a specific degree, say BS in Nursing?
Analysis of a program/plan enrollment including gender, ethnicity, and citizenship
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Users can limit the data by using the drop-down filters: campus, program, advisor, etc., or by clicking on a blue bar in a visualization.
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“Students per Program/Plan” and “Advisor Load” visualizations can expand be expanded to show summaries by Academic Plan and Academic Subplan, in addition to Academic Program. To do that, you’ll need click on a “+” sign which appears when you point your cursor over Academic Program words. In a similar manner, click on a “-” sign to remove Academic Plan/Academic Subplan from the visualization:
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We strongly recommend applying at least one of the filters to optimize performance. You can reset the filters by clicking on a Revert button :
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The “Number of Students” display counts each student only once, even though you’ll see some students having multiple lines in the data table, as a student may be active in different Programs/Plans.(shown left).
Active Student Mailing List
This dashboard provides a list of active students, with their contact information , (including address data, ) and gender, ethnicity and first generation description. It will list each student , for users who have that access (for information about access, see the section on data access). This table lists each student exactly once, even if a student is enrolled in multiple programs/plans. It can be used for mailing purposes, or for getting a list of students for different parameterscontact lists, or other lists of individual students.
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Service Indicators
This dashboard shows students with service indicators. The dashboard is defaulted to By default, the dashboard selects Service Indicators that programmatically block enrollment . You can change the values in (according to the Registrar’s Office). Use the drop-down Service Indicator filter to select a different set of service indicators, per your needs.
Sample questions answered by this dashboard:
I need a list of students with service indicators on, who are not able to enroll because of them
I need a list of students in my Program(s) who are on an Academic Hold
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The “Number of Students” display counts each student only once, even though you’ll see some students having multiple lines in the data table, as a student may have multiple active Service Indicators (like seen in the screenshot above).
group of Service Indicators.
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On this table, students will appear multiple times if they have more than one active academic program/plans, or more than one service indicator(s) applied in one or more terms. A student with three active plans and two active service indicators, each applied for the upcoming summer and fall terms will have 12 rows of data in the table (3 plans * 2 service indicators * 2 terms = 12).
What is the source of this information?
Active Student Basic Dashboard is using the Tableau Active Student data sourceThe primary source of these data is the PeopleSoft Student system. This data source is a close replica of an existing Cognos “St Active Student Query” package and is built from the student data mart (UD_DATA)is copied, transformed, and loaded into the data warehouse nightly, and subsequently loaded onto the Tableau Server as the Active Student Tableau Data Source. Student data mart, in turn, pulls data from PeopleSoft and is a day behind: the data available today in data mart and Active Student data source is yesterday’s PeopleSoft data. New data entered in PeopleSoft today will be in student mart and Active Student data source and dashboard tomorrow.
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For Cognos Users: this data source is a close replica of the existing Cognos “St Active Student Query” package and is built from the student data mart (UD_DATA). |
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Anyone with access to Student Mart (ST) will have access to the Active Student Basic Dashboard. Users will only see their RC, unless otherwise approved on their Federated Authorization form. To request
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Special permission is required to see restricted fields: performance indicators, student demographics, student identifiers. To request access to the restricted fields, make sure you check the box for restricted data access and select what restricted data is needed:
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Status
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