Description
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The Active Student Basic dashboard Dashboard provides a summary of current “active students” (students are de-activated after 3 terms of inactivity). 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, 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:
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Usage Guide
Active Schedule Basic dashboard Dashboard has three separate tabs 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 enrollment information, advisors, and performance indicators, admit and expected graduation terms. Drop-down filters along the top row filter across all charts or tables on this tab. Clicking on one or more bar(s) in the bar charts will also filter the page to include only the selected bar(s). Filter settings can be saved using a custom view.
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.
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The list below shows fields visible in the table at the bottom of 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). Because you are exposing new columns, and not applying filters, this cannot be done using the custom view functionality described above.
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On the “Students per Program/Plan” and “Advisor Load” visualizations, the Academic Program heading can be expanded to show summaries by additional detail at the 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:Subplan levels. Click on the ➕ sign that appears when hover over the Academic Program heading. Click on the ➖ sign “Academic Program” to collapse headings. Expanding these views may result in students being counted in multiple plans, such that the sum of individual bars will likely exceed the actual number of students within a given program.
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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 (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, 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, contact lists, or other lists of individual students.
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Service Indicators
This dashboard shows students with service indicators. By default, the dashboard selects Service Indicators that programmatically block enrollment (according to per the Registrar’s Office). Use the drop-down filter to select a different group of Service Indicators, and save your customized view, if you want to save your filtered values.
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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?
The primary source of these data is the PeopleSoft Student system. This 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 Data available today reflects 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.
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Page Properties
Status
September 19, 2023
Added a new field to the Active Student data source, expected graduation month. To use this field in a dashboard, please use the Web Edit.
Added hyperlinks for Federated Authorization community and dashboard documentation.
Reordered Admit Term drop-down filter from most recent term to oldest.
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