1. 1 Proposed New Direction in Dashboard Reports

2. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

3. 3 Assessing Criterion/Criteria Initially –Schools populate user specified field –Current standard and shared reports Eventually: Tool enhancements –Criteria field –Allow each criterion to be used as a filter on all reports –New dashboard report

4. User-specified Field 15 Add String Field 15 Create flat file Assign criteria codes –capital letters A-Z –lower case a-z –numerals 0-9 4

5. Shared Report Demo https://fafsa.ed.gov/FOTWWebApp/faa/expert/faa.jsp 5

6. Save the Shared Reports as Your Own 6

7. Overview: Efficiency and Effectiveness 7

8. Overview Sample –Effectiveness –Not Selected with Major Change –Find who to add Selected Records –Efficiency –Selected No Major Change –Find who to subtract 8

9. InfoAssist Opening Screen 9

10. Criteria Field as a Filter 10

11. Details: Efficiency and Effectiveness 11

12. Details: Categorical Variables Need analysis formula Federal tax filing status Federal tax form used EFC category Parent Adjusted Gross Income category Student Adjusted Gross Income category Dependency Status School Verification Status CPS Verification Status Major Change Status School verification by change status 12

13. Details: Measures Fields –ABS_EFC_Change –ABS_Pell_Change Statistics –Counts –Sum –Average 13

14. Applying Filters in Active Reports Two-step process 14

15. Rollup Tables in Active Reports Process Result 15

16. Add (Y) – Measures to Rollup Process Result 16

17. Change Statistics with ∑ Process Result 17

18. Charts in Rollup 18

19. Example Bar Chart 19

20. Pivot (Crosstab) Process Result 20

21. Add (Y) – Measure to Pivot Process Result (after selecting Sum with ∑) 21

22. Details: Tips Use the sample Respect sample uncertainty Analyze information you will use Sum = total risk posed Average = risk posed by each At least 5 records 22

23. Timeline Make do through 2011-12 Tool enhancements 2012-13 23