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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 modify the 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  To remove the Academic Sub Plan, click on the ➖ sign that appears on the Academic Plan heading. In this dashboard, you can completely remove Academic Plan by collapsing the 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 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 it also provides a breakdown by Tuition Attribute and Tuition Credited, as well as incorporates Online groups into Tuition Division categories. Online groups are current student groups where student group code starts with ‘O' (excluding 'OPIT’)
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It does not have budgeted numbers, just the actual enrollment. Please see the documentation for Enrollment and Tuition by Academic Plan for more details.
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Enrollment and Tuition Compared to Forecast - by School
This dashboard is similar to Enrollment and Tuition by Academic Plan dashboard. The difference is that it reports actual enrollment and tuition numbers, as well as budgets (forecasts) and variance.
The forecast are being done on the budgets are available for Academic Term, Academic Group, Academic Level, Career Level, Load (Full/Part Time), Residency, Tuition Division, Tuition Tier, Attribute Code. Budgets are not available for more detailed categories.
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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
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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.
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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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Academic Term filter - limits data to students enrolled in the term selected. You can select only one term.
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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.
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. In addition to the date, you must keep the “Include to see Budgeted Data” checked. It will bring the forecast data into the report, whereas the date will bring the enrollment data in.
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Below is the example of missing enrollment data, as the date for Most Recent filter was not selected:
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Similarly, this is the example of missing budget data when “Include to see Budgeted Data” is not checked:
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If you’re pulling data for the current term before census date and select the Term Census option, you will see no enrollment data, as this snapshot does not exist yet. The Snapshot Date filter will have not date to choose from.
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“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. In addition to the date, you must keep the “Include to see Budgeted Data” checked. It will bring the forecast data into the report, whereas the date will bring the enrollment data in.
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 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. If you’re pulling data for the current term before census date and select the Term Census option, you will see no enrollment data, as this snapshot does not exist yet. The Snapshot Date filter will have not date to choose from.  Most Recent snapshot type will show data as of a previous business day, except for Sundays and holidays.
Below is the example of missing enrollment data, as the date for Most Recent filter was not selected:  Similarly, this is the example of missing budget data when “Include to see Budgeted Data” is not checked:  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 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.  |
For you convenience, at the bottom of the screen you can see the date when dashboard refreshed.
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