CECE Monthly Finances

In this article:

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.