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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.


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. 





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