Business Intelligence Services RELEASE NOTES [ Release 8 ] August 1, 2016
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- Norma Wade
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1 Dean s Dashbard [BETA] Prduct Visin Fr: Wh: The: Is: That: Unlike: This Prduct: Deans Wuld like t manage their Clleges effectively Deans Dashbard A set f visualizatins delivered via n a weekly basis Prvide key infrmatin and metrics Cmpiling data frm different surces and merging them tgether in spreadsheets Can be accessed nline r n mbile devices, is secure, and pulls data frm the data warehuse The Dean s Dashbard is a cllectin f several high-level metrics frm different business areas acrss the University (eg. Enrllment, Research, Finance, HR, Fund Raising). Subscribers receive it via at the beginning f every week cntaining the mst current data in the data warehuse. Each user will have a different view f the dashbard depending n his/her cllege affiliatin r psitin at the University. If the user is affiliated with a specific cllege, then nly metrics fr the Cllege will be shwn. If the user has a rle that can see acrss all 10 clleges, then the metrics are aggregated fr all the 10 clleges. The user can chse t click n any f the visualizatins n the and be redirected t the server where interactivity is allwed and links t ther visualizatins with mre detail are prvided. Admissins - The Admissins tab f the Dean's Dashbard prvides a high-level view f the Admissins activity f a Cllege. It shws 4 metrics: Applicatin Cunt as f the current date, Applicatin Cunt as f the same day in the previus year, the Increase r Decrease between thse cunts, and Ttal Applicatins in the previus year. These metrics are shwn fr 4 admissin statuses - - Applied, Admitted, Cming and Denied. (sample screen sht) Prjected Revenue fr Undergraduate curses - The Undergrad Revenue tab f the Dean's Dashbard is a prjectin f revenues that the Cllege will make based n the cst per credit (determined by the Budget Office) and the number f undergraduate credits taught by the Cllege. It als cmpares the number f credits in the current fiscal year with the number f credits in the previus fiscal year by Department and by Budget Campus.
2 Research expenditures - Shws metrics related t research: Ttal Expenditures and Indirect Csts as f the same perid in the year, Ttal Expenditures and Indirect Csts by Fiscal Year, Award Cunt by Fiscal Year, and Cunt f PIs with active awards by Fiscal Year. (sample screen sht) General Ledger Revenues & Expenditures - Shws the incme statement items fr the 10 Clleges: Actuals vs Annual Budget fr the current and previus Fiscal Years fr Revenue, the Tp 3 Cmpensatin Expenditures, and Nn-Cmpensatin expenditures. (sample screen sht) Emplyee Prfile Prvides a cunt f active emplyees in the Cllege and its cmpsitin (tenure, full-time status and lcatin). It als prvides the amunt spent fr Overtime pay in the Cllege fr the current and previus fiscal years.
3 Missing Grades - The Missing Grades tab f the Dean's Dashbard shws the tp 10 departments in the Cllege with the highest number f unsubmitted grades fr the last 7 terms. (sample screen sht) Annual Attainment - The Annual Attainment / Cash Received dashbard prvides a summary view f fundraising metrics by fiscal year. This dashbard further differentiates between Ttal Attainment (cmmitments and utright gifts) and Cash Received (utright gifts and payments n existing cmmitments). Additinally, this dashbard displays summary ttal fr different allcatin uses within the current fiscal year. Campaign Perfrmance - The Campaign Perfrmance dashbard prvides a summary view f fundraising metrics during the 'Making Histry' campaign. This dashbard allws the user t cmpare a running ttal f dllars raised against mnth-by-mnth perfrmance. Additinally, it segregates dnatin values by Campaign Pillar, Campaign Use, and Entity Type. All metrics shwn n this dashbard are subject t the defined campaign cunting rules. (sample screen sht) Available fr authrized users in the 10 clleges, Prvst s ffice and EVP&T: Dean s Dashbard
4 Divisin Dashbard [BETA] Prduct Visin Fr: Divisin executives Wh: Wuld like t manage their divisins effectively The: Divisin Dashbard Is an: Interactive and visualizatin tl That: Prvides key infrmatin and metrics Unlike: Cmpiling data frm different surces and merging them tgether in spreadsheets This Prduct: Can be accessed nline r n mbile devices, is secure, and pulls data frm the data warehuse The Divisin Dashbard is similar t the Dean s Dashbard except that it des nt include metrics fr the academic side. It nly includes Research, Finance, HR, and Fund Raising. Subscribers receive it via at the beginning f every week cntaining the mst current data in the data warehuse. Each user will have a different view f the dashbard depending n his/her divisin r psitin at the University. If the user is affiliated with a specific divisin, then nly metrics fr the divisin will be shwn. If the user has a rle that can see acrss all divisins, then the metrics are aggregated fr all the divisins included in the dashbard. The user can chse t click n any f the visualizatins n the and be redirected t the server where interactivity is allwed and links t ther visualizatins with mre detail are prvided. Research expenditures - Shws metrics related t research: Ttal Expenditures and Indirect Csts as f the same perid in the year, Ttal Expenditures and Indirect Csts by Fiscal Year, Award Cunt by Fiscal Year, and Cunt f PIs with active awards by Fiscal Year. General Ledger Revenues & Expenditures - Shws the incme statement items fr Divisins: Actuals vs Annual Budget fr the current and previus Fiscal Years fr Revenue, the Tp 3 Cmpensatin Expenditures, and Nn-Cmpensatin expenditures. Emplyee Prfile Prvides a cunt f active emplyees in Divisins and its cmpsitin (tenure, fulltime status and lcatin). It als prvides the amunt spent fr Overtime pay fr the current and previus fiscal years. (sample screen sht)
5 Annual Attainment - The Annual Attainment / Cash Received dashbard prvides a summary view f fundraising metrics by fiscal year. This dashbard further differentiates between Ttal Attainment (cmmitments and utright gifts) and Cash Received (utright gifts and payments n existing cmmitments). Additinally, this dashbard displays summary ttal fr different allcatin uses within the current fiscal year. (sample screen sht) Campaign Perfrmance - The Campaign Perfrmance dashbard prvides a summary view f fundraising metrics during the 'Making Histry' campaign. This dashbard allws the user t cmpare a running ttal f dllars raised against mnth-by-mnth perfrmance. Additinally, it segregates dnatin values by Campaign Pillar, Campaign Use, and Entity Type. All metrics shwn n this dashbard are subject t the defined campaign cunting rules. Available fr authrized users in divisins and EVP&T: Divisin Dashbard
6 GW Crime Trends and Lcatins Prduct Visin Fr: The Office f Safety and Security (OSS) and the University Plice Department (UPD) Wh: Desire a simple way t access, use, and understand service and crime trends n campus The: GW Crime Trends and Lcatins Is an: Integrated surce f campus crime data That: Prvides easy t use infrmatin that spans multiple years and can be cnsumed in multiple ways Unlike: List based detail reprts This Prduct: Will be easy t use, visual, autmatically updated, secured, and certified New Features: The GW Crime Trends and Lcatins is an interactive tl which prvides The Office f Safety and Security and UPD with an intuitive frmat t visualize and understand trends in UPD Crime and service calls. Develped by BIS using data frm the ARMS system, the GW Crime Trends and Lcatins is displayed in multiple cntexts with filters fr Time Perid, Case Type, Crime Class, Crime, and Building: Trend by Year Prvides the year ver year trends fr Crime Enfrcement and Service Calls answered by the UPD. Annual Trend Displays calls mapped t the mnth t prvide a visual indicatin f annual pints f high and lw activity. 30 Mst Active Days Identifies the tp 30 mst active days t identify highest activity days within the calendar year. Weekday and Time - Displays calls mapped t the hur and day t prvide a visual indicatin f weekly pints f high and lw activity. Tp 25 Crimes/Service Calls - Identifies the tp 25 mst active Crimes/Service calls acrss the data set GW Crime Lcatins - Displays calls n a map fr each campus t prvide a visual indicatin f lcatins f high activity. (sample screen sht) The GW Crime Trends and Lcatins displays data extracted frm the ARMS system at the clse f every business day. The Office f Safety and Security and the UPD are the primary users f this dashbard. Available t authrized users in UPD and in the Office f Safety and Security: GW Crime Trends
7 Enrllment Management Dashbard Prduct Visin Fr: Enrllment Decisin Makers Wh: Wuld like t understand and access Enrllment infrmatin easily The: Enrllment Management Dashbard Is an: Interactive and visualizatin tl That: Prvides key infrmatin and metrics Unlike: Cmpiling data frm different surces and merging them tgether in spreadsheets This Prduct: Can be accessed nline r n mbile devices, is secure, and pulls data frm the data warehuse Mdificatins t Features: The fllwing imprvements were made t the existing Enrllment Management Admissin Dashbard t mre accurately reprt the number f student applicatins. The cunt f applicatins nw takes int cnsideratin the different stages it ges thrugh as time ges n. Previusly, nly the final admissin decisin status was cnsidered. New decisin cdes were added t Banner t track applicants wh have cmmitted t cme but have nt enrlled (called Melt) and thse wh have nt frmally accepted their admissin ffer. These are nw reflected in the Admissin Dashbard. Melt fr undergraduate and graduate are nw represented separately. (sample screen sht) Available fr authrized users in Enrllment Management: Enrllment Management Dashbard.
8 Student Admissin Decisin Center Prduct Visin Fr: Wh: The: Is an: That: Unlike: This Prduct: Admissin Decisin Makers Wuld like t understand and access student admissin infrmatin easily Student Admissin Decisin Center Integrated surce f student admissin data Prvides easy t use infrmatin that can be cnsumed in multiple ways (reprts, dashbards, etc) Cmpiling data frm different surces and merging them tgether in spreadsheets Will be easy t use, autmatically updated and certified New Features: Student Prir Academic Histry This new data surce prvides an applicant s academic histry prir t cming t GW. It includes all schls that an applicant attended -- the institutin name (cllege r high schl), degree, attendance dates, graduatin dates, and GPA. Available fr authrized users in Admissins: gsurce.gwu.edu
9 Human Resurces (HR) Decisin Center Prduct Visin Fr: GW HR Decisin Makers Wh: Desire a simple way t access, use, and understand Human Resurces Infrmatin The: HR Decisin Center Is an: Integrated surce f Human Resurces data That: Prvides easy t use infrmatin that spans multiple years and can be cnsumed in multiple ways (Reprts, Cubes, Dashbards, etc...) Unlike: SQL reprts and manual spreadsheets This Prduct: Will be easy t use, visual, autmatically updated, secured, and certified New Features: Benefits Fact Table * This fact table in the HR Decisin Center allws pwer users in HR and Payrll t create reprts that measure benefit amunts at the University. By using emplyee benefit cde and emplyee benefit indicatr, benefit amunts can be determined by the calculatin rule assigned t the benefit/deductin by emplyee and emplyer. Nn-Payrll Labr Distributin Fact Table * This fact table in the HR Decisin Center brings in all pay date ccurrences f nn-payrll data activity (eg. Retirement Plan Cntributins, FICA Cntributins, Health Insurance, etc.) t be used fr reprting and analysis. I-9 Published Data Surce (Tableau) ** A data surce has been created fr HR Infrmatin Systems (HRIS) in rder fr them t build the Quarterly I-9 Cmpliance dashbard which shws the number f emplyees with delinquent I-9 s (frm used by the USCIS t verify an emplyee s identity and establish that the wrker is eligible t accept emplyment in the United States). (sample screen sht f the I-9 Cmpliance dashbard develped by HRIS) * Accessible t authrized users in the data warehuse: gsurce.gwu.edu ** Accessible t authrized users in Tableau.
10 Advancement Decisin Center Prduct Visin Fr: Wh: The: Is an: That: Unlike: This Prduct: GW Develpment and Alumni Relatins Decisin Makers Desire a simple way t access, use, and understand Advancement Infrmatin Advancement Decisin Center Integrated surce f Advancement data Prvides easy t use infrmatin that spans multiple years and can be cnsumed in multiple ways Cgns reprting frm Ellucian Advance Will be integrated with ther GW ERP data, easy t use, visual, autmatically updated, secured, and certified New Features: The Annual Giving Dashbard is an interactive tl which prvides Develpment and Alumni Relatins (DAR) staff with an intuitive frmat t reprt n Annual Giving metrics. Develped by the DAR Technical Services grup using data frm the Advancement Decisin Center, the Annual Giving Dashbard is displayed in three cntexts: Direct Marketing Prvides reprting and data analysis tls n mass-marketing slicitatins. Slicitatins are displayed by funds raised, dnr cunts, slicitatin types, annual cmparisns, and return n investment. Annual Giving Perfrmance Displays summary metrics f current-use dnatins under $50,000. These metrics highlight funds raised, dnr cunts, dnatin ranges, initiatives, dnr types, and individual university allcatin perfrmance. Dnr Retentin Tracks rates at which entities cntinue t dnate in cnsecutive years. Shwn annually fr all dnrs and specifically fr alumni dnrs by generatin, this displays the number and rate f dnrs that give in multiple years. The Advancement Decisin Center cnsists f data extracted frm the Advancement system at the clse f every business day. The Develpment and Alumni Relatins Office (Develpment Officers, Alumni Relatins, Advancement Services and the DAR Executive Team) are the primary users f the Decisin Center. (sample screen sht) Available thrugh Ellucian Advance (requires authenticatin): Ellucian Advance
11 Principal Investigatrs (PI) Dashbard Prduct Visin Fr: Wh: The: Is an: That: Unlike: This Prduct: Principal Investigatrs Wuld like t manage their awards PI Dashbard Interactive visualizatin tl Prvides key infrmatin and metrics Cmpiling data frm different surces and merging them tgether in spreadsheets Can be accessed nline r n mbile devices, is secure, and pulls data frm the data warehuse Added Features: PI at the time f the Expense In rder t mre accurately reprt expenses and indirect csts by PI, the PI at the time f the expense has been added t the data structure that hlds actual expenditures. This was added in rder t give credit t every PI wh has wrked n the award. Salary Cap Reprt [BETA] Develped fr the Office f the Vice President fr Research (OVPR) and Grants and Cntracts Accunting Services (GCAS), the Salary Cap reprts all emplyees wrking n grants wh are currently getting paid abve the abve the spnsr-impsed salary cap. [By law, n grant funds may be used t pay an individual wrking n a US Department f Health and Human Services funded prject at a rate in excess f the Federal Executive Level II Pay Scale. Sme nn-federal agencies have als started impsing either their wn r the DHHS salary cap within their award terms and cnditins.] The Salary Cap reprt can be filtered n Psting Date, PICT Cde, Pay number, Funding Surce Descriptin, Prime Spnsr, Prject Number and Emplyee. Only available fr users in OVPR and GCAS. Accessible t authrized users in the data warehuse: gsurce.gwu.edu
12 General Ledger (GL) Decisin Center Prduct Visin Fr: Wh: The: Is an: That: Unlike: This Prduct: GW Financial Decisin Makers Desire a simple way t access, use, and understand General Ledger Infrmatin General Ledger Decisin Center Integrated surce f General Ledger data Prvides easy t use infrmatin that spans multiple years and can be cnsumed in multiple ways (Reprts, Cubes, Dashbards, etc...) The GL-329 Cube Will be dimensinal at the detail level, autmatically updated, secured, and certified New Features: GL Direct Cash Flw Fact Table This new data surce in the GL Decisin Center was custm built fr pwer users in Finance t create reprts fr senir management t help manage peratins and frecast the liquidity needs f the University. Reprts will be created t gain insight int the amunt f cash inflws and utflws each perid; break dwn f cash between perating, investing and financing activity; and the detail f cash inflw/utflw by type (eg. cash cming in frm student tuitin, prgram funds, cntributins, cash ging ut fr cmpensatin, interest expense and ther expenses). Available fr authrized users in Finance: gsurce.gwu.edu
13 GCAS Dashbard Prduct Visin Fr: Wh: The: Is an: That: Unlike: This Prduct: GW s Grants and Cntracts Accunting Staff and Decisin Makers Wuld like t manage the awards accunting prcess GCAS Dashbard Interactive and visualizatin tl Prvides key infrmatin and metrics Cmpiling data frm different surces/reprts and merging them tgether in spreadsheets can be accessed nline r n mbile devices, is secure, and pulls data frm the data warehuse (primarily frm PI Dashbard and GL Decisin Center data) New Reprts: Payrll Labr Distributin Reprt [BETA] Develped fr Finance s Grants and Accunting Services team, this reprt lists the pay per perid f emplyees that are wrking n award. (sample screen sht) Labr Detail Reprt - Develped fr Finance s Grants and Accunting Services team, this reprt gives the payrll detail f emplyees wrking n grants and the percent f effrt they spend n an award t verify salaries and wages assciated with federally spnsred agreements. (sample screen sht) Available t the Grants and Cntracts Accunting Services team in the data warehuse: gsurce.gwu.edu
14 Business Intelligence Services (BIS) Strategic Initiatives EAD Autmated Grups Feed ETL mappings were created t feed Emplyee and Student/Alumni data t Identity Data Management fr active directry grup administratin. Systems that leverage the active directry can nw use these grups t autmate user administratin. Tableau Server DNS: T ensure that BIS can switch t the Tableau develpment server shuld the prductin server g dwn, a DNS entry was created (
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