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University of Arizona | Eller College of Management You Need a Department Dashboard Maria Swarts Data and Financial Analyst Eller College of Management.

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Presentation on theme: "University of Arizona | Eller College of Management You Need a Department Dashboard Maria Swarts Data and Financial Analyst Eller College of Management."— Presentation transcript:

1 University of Arizona | Eller College of Management You Need a Department Dashboard Maria Swarts Data and Financial Analyst Eller College of Management Using Shared Dashboards to Share Reports

2 University of Arizona | Eller College of Management 2 Department Dashboards New Dashboard Request Dashboard Access and Roles Data/Subject Area Provisioning Dashboard Access Report from XML

3 University of Arizona | Eller College of Management 3 Dashboard Requests & Users Do you have a department dashboard? Shared Dashboard User Roles College/Dept Dashboard Request Form

4 University of Arizona | Eller College of Management 4 Dashboard Requests & Users Do you have a department dashboard? Shared Dashboard User Roles College/Dept Dashboard Request Form

5 University of Arizona | Eller College of Management Analytics > Dashboards > Security > Security > ORG Roles

6 University of Arizona | Eller College of Management Analytics > Dashboards > Security > Security > ORG Roles

7 University of Arizona | Eller College of Management Analytics > UA Departments

8 University of Arizona | Eller College of Management 8 Dashboard Requests & Users Do you have a department dashboard? Shared Dashboard User Roles  Owners, Editors, Viewers College/Dept Dashboard Request Form

9 University of Arizona | Eller College of Management 9 Dashboard Requests & Users Do you have a department dashboard? Shared Dashboard User Roles College/Dept Dashboard Request Form

10 University of Arizona | Eller College of Management http://uair.arizona.edu/

11 University of Arizona | Eller College of Management 11 Dashboard Access Maintenance Dashboard Access Report Access Maintenance My Analytics Lists 24/7 Online Support Request

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13 13 Dashboard Access Maintenance Analytics ORG Roles Report XML to create dept roles report My Analytics Lists Online Support Request

14 University of Arizona | Eller College of Management http://uits.arizona.edu/get-support

15 University of Arizona | Eller College of Management 15 Data Access Provisioning Analytics > Security Reports Security > All Roles Security > Person Roles Security > Prereqs Data/Subject Areas – Medium Level Financials, HR, Research, Student, Space

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17 17 Data Access Provisioning Analytics > Security Reports Security > Prereqs Secutiry > All Roles Security > Person Roles Data/Subject Areas – Medium Level Financials, HR, Research, Student, Space

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19 19 Dashboard Access Report - XML New Analysis Copy/paste XML Update Criteria Filters Save As to your My Folder Edit Dashboard Add new report and text box

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26 26 Resources UAccess Community Tutorials http://community.uaccess.arizona.edu/uaccess-analytics-resources Request a College or Department Dashboard Managing Dashboards: Managing Department Dashboard Access Next Steps: Using My Analytics Lists Basics: Using XML Coding Links Analytics http://uaccess.arizona.edu/ UAIR http://uair.arizona.edu/request-college-department-dashboard-0 24/7 http://uits.arizona.edu/get-support UITS EAST Provisioning https://request.uaccess.arizona.edu/

27 University of Arizona | Eller College of Management Training Emails User Access Agreement. Employees who need Analytics access must first review and agree to the User Access Agreement before access can be requested. To start access provisioning, please click on this link to the online form, read the short statement, click on “I Accept”, and submit. https://request.uaccess.arizona.edu/useragreement/ Elevated Privileges Awareness Training. This training is required for roles in Analytics, Employee, Financials, Research, and Student. Please complete privileged users training (this is different from security essentials awareness) by clicking on this link to view and complete the online training video. http://security.arizona.edu/elevprivtraining FERPA Tutorial. All staff, faculty, student workers and other authorized student data users must complete the FERPA tutorial prior to obtaining access to the student information system or other student records. Click on the link to view and complete the online tutorial. http://registrar.arizona.edu/ferpa/tutorial FLSA Time and Labor. Time coordinators and time approvers must complete training on timekeeping policies, practices, and tools. Go to the Time and Labor: Timekeeping and the FLSA: Your Responsibilities complete the self-paced tutorial in UAccess Learning. http://uaccess.arizona.edu/http://uaccess.arizona.edu/ > Learning > Find Learning > search for “UA-1222” > expand > Enroll

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