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Purpose of this Dashboard
To provide staff current information on Revenue YTD, Expenses YTD, and Net Revenue YTD.
Data Team Steps To Maintain
Datasource: FINANCE MANAGEMENT REPORT FORMATTED
1. Run Report Out of PS Activity Rev/Exp by Org (James, Anya, or Sterling)
2. DELETE current Fiscal Year from ODS (TABLE.ACTIVITY_REV_EXP)
3. Import Data Into ODS (TABLE.ACTIVITY_REV_EXP)
4. Use Tableau Prep to create datasource.
Datasource: CE_ACTIVITY_BUDGET (CECE)
1. This table needs to be maintained manually at the moment, (ACTIVITY_BUDGET), data entry should be straight forward, but the information needs to come from the management reports.