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Purpose of this Dashboard

In this article:

Table of Contents

Purpose

To provide staff current information on Revenue YTD, Expenses YTD, and Net Revenue YTD. 


Upcoming Feature/Improvement Requests

  • Fund 2000 Dashboard add the ability to view all activities
  • Fund 2000 Breakdown By Quarter - New Dashboard
  • Fund 2000 YTD Dashboard - Add Table View 

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.
  2. For adding new Budget information:
    1. Marketing budget expenses needs to be entered down to the account level.




Html macro
<a 

 class="btn" style="color: #ffffff;
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display: inline-block;
    padding: 6px 12px;
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    font-size: 14px;
    font-weight: 400;
    line-height: 1.42857143;
    text-align: center;
    white-space: nowrap;
    vertical-align: middle;
    cursor: pointer;
    -webkit-user-select: none;
    -moz-user-select: none;
    -ms-user-select: none;
    user-select: none;
    background-image: none;
    border: 1px solid transparent;
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"

href="https://tableau.dashboard.utah.edu/#/site/CECE/workbooks/1735/views" class="external-link" target="_blank" rel="nofollow">View Dashboard</a>

Update Information

Dashboard is updated manually once a week. There are plans to automate this to provide daily updates. The #whats-going-on-in-ce Slack channel will be notified when the dashboard has been refreshed.