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Definitions

Term

Definition

Class level fee

When section(s) have different fees. Class level fees do not roll term to term.

Course level fee

When all sections have the same fee. Course level fees roll from term to term.


Quick Links

Use Tableau to audit class fees.


Step-by-Step Guide

How to download the Tableau Fee Audit

Step One: Login

  1. Login to

Help Center
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  • Select Scheduling Support and Course & Class Fees

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  • Fill out applicable fields
    Summary: Brief description of change, may be helpful to put subject and catalog number for quick reference.
    Term: Select applicable term from drop down menu
    Subject Code: Course subject (PROED, OSHER, ELI, LLART, MATH, H EDU, YEART, etc...)
    Catalog Number:
    Section Number:
    Course ID:
    Class Component: LEC, LAB, L/D, etc...
    Short Title:
    Fee Type: Course level or Class level
    Tuition Fee amount:
    Tuition Item Type:
    Special Fee Amount:
    Special Fee Item Type:

  • If you are updating fees from a report you may also upload the file and submit without filling out the above optional fields. Use the very last field, Attachment, to upload file. (Please make sure you are waiting to push the "create" button until the file has completely uploaded.)

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  • After the above information has been completed and/or file completely uploaded select Create at the bottom of request to submit Help Center issue.

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    • How to download the Course Class Fee Audit report?

  • Login to Tableau. Navigate to Global Reports> under Projects select Scheduling> PS Audit - Course Class Fees> Audit

  • Filter data to desired information

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  • Before selecting Download you must click into the data so Tableau knows what data you would like to download.

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  • Select Download then Crosstab

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  • Then Download

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  • File will show as a download on lower portion on computer

  • Only upload data that needs updating. (Delete rows where information is correct and no updated/change is needed.)

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    • Columns the Data Team needs for updating

  • Subject

  • Catalog

  • Section

  • Course Title

  • Course ID

  • Item type

  • Fee component

    • Fee; class level or course level

    1. Tableau

    2. Navigate to Explore> Scheduling> Scheduling Audit> Fee Audit

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    Step Two: Filter data as needed

    1. Filter data as necessary by using filters on the left hand side

      1. Term

      2. Unit

      3. Subject

      4. Catalog (if desired)

      5. Item Type (if desired)

      6. Fee Level (if desired)

      7. Schedule Print (if desired)

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    Step Three: Download Data

    Once the data has been filtered to the classes/data needed, you will download this informaiton.

    1. Select “Download”

    2. And in pop-up box select “Crosstab”

    3. In next pop-up box make sure that “Excel” is selected

    4. Then select “Download”

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    Step Four: Save and rename file

    1. Before adding any changes or updates it is best to rename your file. You must add the term to the file name:

      1. Terms should be indicated with F, S, U

        1. F = Fall

        2. S = Spring

        3. U = Summer

      2. Followed by the year

        1. F22

        2. S23

        3. U23

      3. Include your UCL Unit

        1. Acad Programs

        2. ELI

        3. Lifelong

        4. Osher

        5. PROED

        6. Youth

        7. etc…

    All columns are needed to update fee information. You may hide columns if necessary, but do not delete them.

    Helpful tip: You may delete rows where information is correct and no update or change is needed.

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