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The Student Enrollment and Tuition Forecasts and Actuals Basic dashboard offers summary level aggregation of student enrollment, tuition, and credits, as well as budgets (forecasts (budgets). The data is budgeted for school, career level, load, residency, and tuition attributes. You may use this dashboard as a template to build or customize your own versions of the dashboards for your needs. Read here for custom views. The Student Enrollment and Tuition Forecast and Actuals Basic dashboard captures the following data:
This dashboard in NOT to be used for individual student enrollment analysis. |
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Enrollment and Tuition by Academic Plan
This dashboard reports enrollment, tuition, and credits. It does not have budgets (forecasts). It reports by school, career level, academic plan, tuition division, residency, and load. You can also expand this report to report by Academic Sub Plan and Academic Program, if needed.
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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 selected in Snapshot Date filter.
Snapshot Date - after you select a snapshot typeSnapshot 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). 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 and 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. You can see tell when the dashboard was last refreshed at the bottom of the sheet. The Snapshot Date filter may keep a date from a previous selection which may be obsolete. You can tell it by the parenthesis that surround the date. When you expand the selections of the Snapshot Date drop down filter, you will see a list of correct dates, or ‘No Items’ as in the screenshot below.  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.  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 example was 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.  |
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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 depth 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 To remove the Academic Sub Plan, click on the ➖ sign that appears on the Academic Plan heading. In this dashboard, you can completely remove the Academic Plan by collapsing the Academic Group hierarchy 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 newly 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.  |
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This dashboard is similar to Enrollment and Tuition by Academic Plan dashboard. The difference is that is also provides a breakdown by Tuition Attribute and Tuition Credited, as well as incorporated incorporates Online groups into the Tuition Division categories. Online groups are current student groups with student group code starting with ‘O' (excluding 'OPIT’)
The Enrollment and Tuition, as well as Number of Students are counted for all the similar categories, plus the Tuition Amount (Tuition Credited is used).
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