Technical Details

Current Release Version: 20232024.1.0

Release Date 29 Mar 2023 22 Oct 2024

Report Location: PowerBI / Apps / SPS Leadership

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Requested Features

Current Cycle

Release

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2024.1.1 [

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December 2024]

Features to Complete

• Enrollment Trends
• BUG: Forecasted data does not include cases where there was not actual enrollment in the program in the previous term/year (SPCOMO in 2022, for example)
Add the "Sponsered Program" filter to the enrollment-only report in PBI
• Replace the 'Target Defined' with 'Sponsored Program' in the 'Enrollment and Tuition' and ''Enrollment Only' pages.
•  Trends
  • Include selector for the targets to use for the trend analysis instead of defaulting to the latest available for the term
    • This can get complicated when the targets are not aligned across the years (e.g., the latest for 2022 was Q1, but for 2023 it was Q2)
  • BUG: Spring forecast charts are off, likely caused by the offset date method to keep numbers from spanning over two years.
  • Include headcount, average credits, and tuition as alternate data points
  • Filtering
    • Allow switching view between daily, weekly and monthly
  • CONSIDER: Show all years in the trend charts for actuals, with the projection pattern for the single year
• Data Extracts
  • Include other tables in the extract page
    • UI to switch between between data to be extracted
    • Engage EBIS to see if we can enable PBI Automate to save files to Google Drive

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• 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

• Change top level slicers to multi-select by click (not CTRL)
• SQL Only:  Add @_output = ''tuition_only' output for the tuition data without the target
• SQL Only:  added REGI code exclusions for Summer 24
• SQL Only: added TRY_CAST to CTD_Offset, CTD, CTD_MonthNum, CTD_Week fields

Previous Cycles

Release 2024.1.0 [October 2024]

• Tuition Melt
  •  Changed the Target Term from 20241 to 20243.
  • Note: Click on the Target Term visual, open the Filters page, and under the 'Filter on this visual,' change the Term_Identifier from 20241 to 20243. 
  • To change the Bookmarks, click View and select the 'Target Term' visual; then under the Bookmarks pane click 'Add' to add a report Bookmark. Delete the old 'Projected Melt' and name the new report bookmark 'Projected Melt'.
  • SQL Only: Change the Version_Name from 'Q3 Projection' to 'Q1 Projection' in the a2_evt_tuition_projection stored procedure

Release 2023.1.1b [August 2023]

• Enrollment Only
  • SQL-ONLY: Added in logic to include credits for non-standard credit programs such as ALP and Pre-College, and remove REGI courses from the counts

Release 2023.1.1a [May 2023]

• Trends
  • SQL-ONLY: Forecasted data does not include cases where there was not actual enrollment in the program in the previous term/year (SPCOMO in 2022, for example)
    • Loading new SPCOMO with targets as the forecast since there is no history

Release 2023.1.1 [April 2023]

• Trends
  • Move pages out of bookmarks and add to the main navigation panel
  • The most recent year should include actuals through the current date, and projected fill from that point forward starting with the current fill position with the target fill rate pattern
    • Use the point in time actual count and divide that by the fill rate on the same day from one year ago to get the estimated final landing position
    • Forecast actuals from there through the end of the year using the target forecast fill rates

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• • Separate page to show all years in the trend chart for actuals, with the projection pattern for the current year (Trends All Years)

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
• 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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