Tara Mysak Analyst Data and Financial Eller College of Management Jennifer Paine Business Manager Senior SBS Business Center Marshall Responsible for Arizona Center for Judaic Studies Center for Middle Eastern Studies ID: 733523
Download Presentation The PPT/PDF document "Pieces to a Puzzle: Answering Complex Da..." is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Slide1
Pieces to a Puzzle:
Answering Complex Data Questions in AnalyticsSlide2
Tara Mysak
Analyst, Data and Financial, Eller College of Management
Jennifer Paine
Business Manager, Senior
SBS Business Center – MarshallResponsible for:Arizona Center for Judaic StudiesCenter for Middle Eastern StudiesSchool of JournalismSchool of Middle Eastern & North African Studies
IntroductionsSlide3
Some Housekeeping
Please wait until the end of the presentation to ask questionsDisclaimer: Some screenshots were taken before the Analytics upgrade and others were taken after.Slide4
There’s a way to get there from here but…Slide5
If you know what you want your end product to like, then…Slide6
Common paths of progressionSlide7
Layout of Presentation
Two case studies to illustrateTara: Making sure program fees are charged to studentsJennifer: Improving flow of set-aside awards Organization within AnalyticsResourcesSlide8
How do I know program fees for Economics majors have been charged correctly?
Academic Plans
Student Financials
EnrollmentSlide9
ECON 332/361
Program Fees
Economics MajorsSlide10
SUMMARY
DETAIL
Charges and Payments Applied
Student Financial Transaction DetailsSlide11Slide12Slide13
Student, A. SmartSlide14Slide15Slide16Slide17Slide18
How do I know program fees for Economics majors have been charged correctly?
Academic Plans
Student Financials
Enrollment
Charges and PaymentsSlide19
The information is at the level of one row per student per term.
This subject area should be use when looking for elements based at plan level aggregation.Slide20Slide21Slide22Slide23Slide24
How do I know program fees for Economics majors have been charged correctly?
Academic Plans
Enrollment
Charges and Payments
Student Profile – All Academic PlansSlide25Slide26Slide27
ECON 332/361
Program Fees
Economics MajorsSlide28Slide29Slide30
How do I know program fees for Economics majors have been charged correctly?
Enrollment
Charges and Payments
Student Profile – All Academic Plans
Class EnrollmentSlide31
Two case studies to illustrateTara: Making sure program fees are charged to students
Jennifer: Improving flow of set-aside awards
Organization within AnalyticsResourcesSlide32
How can I make giving set-aside awards to undergraduate Journalism majors an easier and more efficient process?Slide33
Student Need & Award Summary ReportSlide34Slide35
Student Fin Aid & Fin Details DashboardSlide36Slide37
How can I make giving
set-aside awards to undergraduate Journalism majors an easier and more efficient process?Student Data – UAccess StudentSlide38
How can I make giving set-aside awards to undergraduate Journalism majors an easier and more efficient process?
External Awards
Student Fin Aid & Fin Details
XSlide39
How can I make giving set-aside awards to
undergraduate Journalism majors an easier and more efficient process?Slide40
How to include all majorsStudent Need Report Subject Area
Filter Report Subject AreaSlide41
Creating a more useful report
Include Journalism’s official procedure for making set-aside awards to undergraduate Journalism majors Include Financial Aid (OSFA) rules or practices that prevent student awards from processing or need special handling Pull all majors regardless of home college Build on existing reportsSlide42
Financial Set-Aside Procedures for Journalism Undergraduate Program Fees
Residents
Juniors and Seniors only
Good Academic Standing
Financial NeedDivide evenlySlide43
Financial Set-Aside Procedures for Journalism Undergraduate Program FeesSlide44
Student Fin Aid & Fin Details DashboardSlide45
Financial Set-Aside Procedures for Journalism Undergraduate Program Fees
Residents
Juniors and Seniors only
Good Academic StandingFinancial Need
Divide evenlySlide46
Creating a more useful report
Include Journalism’s official procedure for making set-aside awards to undergraduate Journalism majors Include Financial Aid (OSFA) rules or practices that prevent student awards from processing or need special handling Pull all majors regardless of home college Build on existing reportsSlide47
What to consider that are not included in set-aside proceduresSlide48
Student athletesSlide49
Majors before beginning of semesterSlide50
Less than half-time
<1/2Slide51
Creating a more useful report
Include Journalism’s official procedure for making set-aside awards to undergraduate Journalism majors Include Financial Aid (OSFA) rules or practices that prevent student awards from processing or need special handling Pull all majors regardless of home college Build on existing reportsSlide52
Filter matches as awarding criteriaSlide53
When developing filter reportSlide54
After taking Steve’s adviceSlide55
Creating a more useful report
Include Journalism’s official procedure for making set-aside awards to undergraduate Journalism majors Include Financial Aid (OSFA) rules or practices that prevent student awards from processing or need special handling Pull all majors regardless of home college Build on existing reportsSlide56
Filter for department reportSlide57
Report for DepartmentSlide58
Simplifying the report – combining columnsSlide59Slide60Slide61
Combining multiple columns into oneSlide62Slide63
Creating a more useful report
Include Journalism’s official procedure for making set-aside awards to undergraduate Journalism majors Include Financial Aid (OSFA) rules or practices that prevent student awards from processing or need special handling Pull all majors regardless of home collegeBuild on existing reports and simplify final reportSlide64
How can I make giving set-aside awards to undergraduate Journalism majors an easier and more efficient
process?Slide65
Email Students to Expect Student AwardSlide66
Goals in revamping set-aside award process
Have a report customized to department user needsHave report delivered automaticallyReport includes information to allow file upload for student awardsNotify students and department staff of the student awardsSlide67
Two case studies to illustrateTara: Making sure program fees are charged to students
Jennifer: Improving flow of set-aside awards
Organization within AnalyticsResourcesSlide68
Tips for Organizing in AnalyticsSlide69
Analysis AKA Report Description
Always use description for Analysis/ReportOrigin of report (which dashboard report did I “steal” it from or who shared it with me)Subject area (useful for student data in particular)Short description of what report doesInformation about filtersIf analysis is in progress, include notes of what still needs to be doneSlide70
Provides filter for Need List report for Journalism undergrads. Filters to current or future fall or spring semesters, undergrad, academic plan description of Journalism or Journalism 2, and academic plan type description of major or secondary major. Stolen from Student – Student Enrollment – Major & Minor List. CSW – Student Profile – All Academic Plans.
From Maria Swarts. Maria took out loans and condensed the various awards and work study into the GSSWWO column. Filtered to current or future fall or spring semester, federal cost of attendance >0. Now filtered to UG1 Major Filter report. CSW – Student Profile.
UG1. Major Filter Report - Undergrad
UG2. Need List - UndergradSlide71
Possible organizing theme could be subject matterStudent reportsGrant reports
Financial reportsMy preference is functionalityFolder Structure in CatalogSlide72
Two case studies to illustrateTara: Making sure program fees are charged to students
Jennifer: Improving flow of set-aside awards
Organization within AnalyticsResourcesSlide73
ResourcesSlide74
UAccess CommunitySlide75Slide76Slide77Slide78
YOU!Slide79
Two case studies to illustrateTara: Making sure program fees are charged to students
Jennifer: Improving flow of set-aside awards
Organization within AnalyticsResourcesSlide80Slide81
Questions???
Tara Mysak
Analyst, Data and Finan
cial, Eller College of Managementtmysak@email.arizona.edu
520-626-8656Jennifer PaineBusiness Manager, SeniorSBS Business Center – Marshalljapaine@email.arizona.edu520-621-8750