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The Enrollment Actual, Tuition Actual, and FTE Enrollment Actual are only calculated for students' primary plans and account for students with split joint degrees.
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The list below shows fields visible in the dashboard. The Tableau Data Source offers many additional fields. Users can utilize Tableau’s Web Edit feature to customize the table and add new fields for their own purpose(s). When you need to report new columns vs applying filters, this needs to be done with Web Edit and cannot be done using the a custom view functionality. Filter settings can be saved using a custom view.
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There is a number of drop down filters on the top of the dashboard. You must select Academic Term, Snapshot Type, and Snapshot Date filters. Snapshot Type and Snapshot Date are coupled filters: you first select the Snapshot Type, and then select a corresponding Snapshot Date.
Filter settings can be saved using a custom view.
Academic Term filter - limits data to students enrolled in the term selected. You can select only one term.
Snapshot Type filter - options are Most Recent, Term Census, and Monthly - allows you to choose a date of when enrollment data was captured.
“Most Recent” filter captures data as of a prior business day, except for Mondays, which will have data as of Saturday, as the data warehouse load process does not run on Sundays.
“Term Census” captures data at a census date of the Academic Term selected.
“Monthly” has a selection of month-end dates for the Academic Term selected. It is important to select only one date, otherwise the report will show summed up data for all the dates shown in Snapshot Date filter.
Snapshot Date - after you select a snapshot type, you must select a correct date in the Snapshot Date filter.
Academic Group filter - you can select one, many, or all of them. You will only see data for schools you’re authorized to see. If you need a different access, please refer to How do I get access? below
Include College in High School - has two options “Yes” and “No”. “Yes” will show all data applicable, including College in High School. “No” will exclude CHS.
Include Coop Education - has two options “Yes” and “No”. “Yes” will show all data applicable, including Coop Education. “No” will exclude Coop Education.
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You must select Academic Term, Snapshot Type, and Snapshot Date filters. Snapshot Type and Snapshot Date are coupled filters: you first select the Snapshot Type, and then select a corresponding Snapshot Date. Let’s say you selected Academic Term 2234 (Spring Term 2022-2023). Then for Term Census Snapshot Type, Snapshot Date will show you data as of One of the options for Snapshot Type will be Term Census. There is only one census date per term, thus the Snapshot Date filter will show 2/4/2023 . Most Recent snapshot type will show data as of a previous business day, except for Sundays and holidays. For Monthly snapshot type you will see multiple Snapshot Dates. Monthly snapshots are taken at the end of a month, from time when initial enrollment for a term starts and end with a month before the term census date. The enrollment for 2234 started in October, thus the first snapshot will be 2022-10-31, the census date is 2/4/2023, thus the last monthly snapshot will be 2023-01-31.   If the data in the table below will be as of 2/4/2023. Keep in mind that if you’re pulling data for the current term, before census date (normally September 28 for fall term, February 4 for spring term), and select Term Census option, you will see no data, as this snapshot does not exist yet. For you convenience, at the bottom of the screen you You can see the date when dashboard refreshed.  If there is no data in the table, please check the correctness of combination of Academic Term, Snapshot Type, and Snapshot Date. Snapshot Date should be valid for the selected term and snapshot type. If this example there is no data because Monthly snapshots are taken at the end of a month, and the date shown is not (Tableau retains the date from Most Recent filter which in this case is 2023-09-23). You can tell that the date is not correct by enclosing parenthesis (2023-09-23).  Select an applicable date from the drop down.  |
the dashboard |
Academic Term filter - limits data to students enrolled in the term selected. You can select only one term.
Snapshot Type filter - options are Most Recent, Term Census, and Monthly - allows you to choose a date of when enrollment data was captured.
“Most Recent” filter captures data as of a prior business day, except for Mondays, which will have data as of Saturday, as the data warehouse load process does not run on Sundays.
“Term Census” captures data at a census date of the Academic Term selected.
“Monthly” has a selection of month-end dates for the Academic Term selected. It is important to select only one date, otherwise the report will show summed up data for all the dates shown in Snapshot Date filter.
Snapshot Date - after you select a snapshot type, you must select a correct date in the Snapshot Date filter.
Academic Group filter - you can select one, many, or all of them. You will only see data for schools you’re authorized to see. If you need a different access, please refer to How do I get access? below
Include College in High School - has two options “Yes” and “No”. “Yes” will show all data applicable, including College in High School. “No” will exclude CHS.
Include Coop Education - has two options “Yes” and “No”. “Yes” will show all data applicable, including Coop Education. “No” will exclude Coop Education.
Exampled of Academic Group/Snapshot Type/Snapshot Date filters:
Let’s say you selected Academic Term 2234 (Spring Term 2022-2023). Then for Term Census Snapshot Type, Snapshot Date will show you data as of 2/4/2023. If you’re pulling data for the current term, before census date, and select Term Census option, you will see no data, as this snapshot does not exist yet.
was last refreshed at the bottom of the sheet.  Most Recent snapshot type will show data as of a previous business day, except for Sundays and holidays. For Monthly snapshot type you will see multiple Snapshot Dates. Monthly snapshots are taken at the end of a month, from time when initial enrollment for a term starts and end with a month before the term census date. The enrollment for 2234 started in October, thus the first snapshot will be 2022-10-31, the census date is 2/4/2023, thus the last monthly snapshot will be 2023-01-31. |
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For you convenience, at the bottom of the screen you can see the date when dashboard refreshed. If there is no data in the table, please check the correctness of combination of Academic Term, Snapshot Type, and Snapshot Date. Snapshot Date should be valid for the selected |
Academic Term and Snapshot Type. If this example there is no data because Monthly snapshots are taken at the end of a month, and the date shown is not |
end of a month. This is because Tableau retains the date from Most Recent filter, which in this case is 2023-09-23 |
. You can tell |
the date is not correct by enclosing parenthesis (2023-09-23). Select an applicable date from the drop down. |
You can reset the filters by clicking on a Revert button.
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| title | What data fields are available in the table? |
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The list below shows fields visible in the dashboard. The Tableau Data Source offers many additional fields. Users can utilize Tableau’s Web Edit feature to customize the table and add new fields for their own purpose(s). When you need to report new columns vs applying filters, this needs to be done with Web Edit and cannot be done using the a custom view functionality. Filter settings can be saved using a custom view.
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Academic Group
Academic Program
Academic Plan
Academic Sub Plan
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Career Level
Tuition Division
Full of Part Time (Load)
Residency
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Enrollment Actual
Tuition Actual
Number of Students
Credits Billed
Tuition Credited
FTE Enrollment Actual
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The “Students per Program/Plan” visualization can be expanded to show totals for Academic Plan and Subplan levels. Click on the ➕ sign that appears when hover over the “Academic Program” heading. Click on the ➖ sign next to “Academic Program” to collapse headings. Expanding these views will result in students being counted in each plan enrolled, meaning that the sum of individual bars may exceed the actual number of students within a given program.
The Academic Group, Academic Program, Academic Plan, and Academic Sub Plan is the pre-built hierarchy, meaning you can expand it all the way to the Sub Plan, or collapse to Academic Group. To expand the hierarchy, click on the ➕ sign that appears when hover over the “Academic ‘field-name’” heading. Click on the ➖ sign to collapse headings. You can report new columns, or rearrange the columns in Web Edit.
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Academic hierarchy is prebuilt in Enrollment and Tuition Forecast and Actuals Data Source and can be used in Web Edit, or manipulated in a preexisting dashboard. This is the view of hierarchy in data source:  You can also modify the depths of a hierarchy you see in a preexisting dashboard. Here you can expand Academic Plan to also show Academic Sub Plan. Hover over Academic Plan column and click on ➕ sign  This will be the resulting view  You can completely remove the Academic Plan by collapsing the Academic Group by clicking the ➖ sign when you hover over Academic Group  Then, again, you can expand the Academic Group up to Academic Sub Plan. Please note that the new added categories (Program, Plan, Sub Plan) will appear next to each other, in the order of their hierarchy  To collapse the hierarchy, click on the ➖ sign. You can reset the dashboard to the original view (original layout of columns and original selection of filters) by clicking on a Revert button.  |
It was noted before that you can bring new fields from the Enrollment and Tuition Forecast and Actuals data source by using the Web Edit. When you use Web Edit to create, or modify, an enrollment and tuition report which does not report budget data, use any of the columns in the data source, except for folders “x-Budgeted Info” and “xx-Budget Raw Data”. These two folders are reserved for reports of budgeted (forecasted) data.
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Enrollment and Tuition Compared to Forecast - by School
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