Technical Details

Current Release Version: 20222023.1.20

Release Date 14 Dec 2022 29 Mar 2023

Report Location: PowerBI / Apps / SPS Leadership

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Requested Features

Current Cycle

Release 2023.1.

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1 [

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April 2023]

Features to Complete

• Enrollment Trends
  • Add a new page showing the enrollment trends for a specific term name (Spring, Summer, Fall) from the latest available term to the past four years
    • The most recent term should include actuals to the current date, and projected fill from that point forward based on current fill and past patterns
  • Filtering
    • Allow switching view between daily, weekly and monthly
• Data Extracts
  • Add a new hidden report page that allows for switching between tables that can be exported in fullInclude other tables in the extract page
    • UI to switch between between data to be extracted
    • Button Engage EBIS to export (if possible); otherwise include export instructions on the page
  • Tables to extract
    • Full data behind the new Enrollment Trends report
  • • see if we can enable PBI Automate to save files to Google Drive

Features to Consider

• Include a new report page that shows the progression of tuition over time for all programs
  • a2_tuition_over_time procedure to aggregate all tuition from U_46
  • Based on new U_46_dates view that includes the transaction date for all tuition transactions
  • Allow filtering on program and degree code
• Add a visualization that can show the change of tuition over time for those cases where people are watching the numbers daily for any sign of movement
  • Requires a new procedure to pull tuition totals as of a particular date, probably as a weekly snapshot as a separate table
• Add in the calculated revenue to the enrollment only view to allow it to show the projected revenue based on the enrollments
• Use the methodology that Andy currently uses to calculate for the daily email

Features Ready for Release

• None

Previous Cycles

Release 2023.1.0 [March 2023]

• Enrollment Trends
  • a2_trcl_trends.sql procedure
    • Pull all of the TRCL history for the past four years
    • Include the following data points
      • Transaction Date: Date of TRCL transaction
      • Program Code: Billing Program Code
      • Term Identifier: Term of the transaction
      • Term Name: The user friendly name of the terms to view (Summer, Spring, Fall)
      • Daily Credits: Net credits added/dropped per day
      • Final Total Credits: Final credits at the end of the enrollment period for the term
      • Percentage of Final: The percentage of the final credits as of the transaction date
      • Running Credits: Total number of credits for the enrollment period as of the transaction date
      • Target Credits: The latest defined credit target for the program by term
  • Add a new page showing the enrollment trends for a specific term name (Spring, Summer, Fall) from the latest available term to the past four years
    • Include actuals from all terms with active enrollment
    • Compare the trend for each year against the projected trend based on the previous year fill pattern
  • Filtering
    • Allow filtering on program and term name
    • Allow filtering date range

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• Data Extracts
  • Add a new hidden report page that allows for exporting full data rather than a subset from the visualization pages
    • Add bookmark to allow access
  • Tables to extract
    • Full data behind the new Enrollment Trends report

Release 2022.1.2 [December 2022]

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