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Development (CRT)

Development (CRT)

Technical Details

Current Release Version: 2025.1.0

Release Date:  

Report Location: PowerBI / Apps / SPS Enrollment

Security Roles: Enrollment

0

Requested Features

Current Cycle

Release 2025.1.1 [February 2025]

Features to Complete

Features to Consider

  • Automate term selection to select the most recent term

Features Ready for Release

  • Manually change to the 'Most recent Term' in the Term Slicer (Current term is Fa23 and change to SP25)

Previous Cycles

Release 2024.1.6 [January 2025]

  • Manually changed to the 'Most recent Term' in the Term Slicer to SP25

Release 2024.1.5 [October 2024]

  • Added Final_expected_enrollment in stored procedure and the Power BI report
  • Filtered out the Class Type = Dummy Course on the Capacity Management page.

Release 2024.1.4 [September 2024]

  • Added Core_Req_in_Program, Elective_in_Program ,Selective_in_Program fields to the all output sections

Release 2024.1.3 [August 2024]

  • Added the required_for_majors field to the all output sections

Release 2024.1.2 [June 2024]

  • The course waitlist data for multiple terms have been added.
  • Execute the vw_sps_waitlist_build procedure manually to update the data in the vw_sps_waitlist table.

Release 2024.1.1 [May 2024]

  • Add  zero waitlist courses to Waitlist Management report

Release 2024.1.0 [March 2024]

  • Need a case statement that checks TOOK and Wailtlist views to see if the students are enrolled in the same course identifier. If yes, then Course_Check (a new column) = "Shopping" else "Needing".
  • New Column "Waitlist Type" If "Self_managed" (this field is in WAITLIST_CLASSES_UV = 'Y' then "Auto" else "Manual" 
  • SQL ONLY: use the views WAITLIST_STUDENTS_UV and WAITLIST_CLASSES_UV from websis db and discontinue using the WaitLists_by_PID table
  • Created a view a1_sps_waitlist, a stored procedure vw_sps_waitlist_build  and a table vw_sps_waitlist

Release 2023.1.4 [September 2023]

  • Added "Class Cap." between "Total Enrl." and "Room Seating Capacity" to Waitlist Management report 
  • Removed  the fields (1) Total Acad. Enrl (2) Class ID from Waitlist Management report 

Release 2023.1.3 [September 2023]

  • On the 'Capacity Management' page, change the report column name from 'Seating Capacity' to 'Room Seating Capacity'
  • On the 'Waitlist Management' page change the report column name from 'Cap' to the 'Room Seating Capacity'
  • Change the "Class Name" to "Course Name" in the report pages.
  • Change the "Cap." to "Room Seating Capacity" in the report pages

Release 2023.1.2 [August 2023]

  • Filter the NonSPS courses by adding c.Faculty_Code = 'SPEC' on Waitlist procedure

  • Consolidated the following stored procedure to a2_crt_pbi:

  • a2_crt_crs_enrl_pbi_new, a2_crt_crs_summary_pbi_new, a2_crt_cap_mgt_pbi, a2_crt_waitlist_mgt_pbi, a2_crt_waitlist_main_pb
  • The following temp Tables were created in ar_crt_pbi:
    * 1. #tmp_term_tbl - Dynamically pulling term id from CLAS table when courses are open 
    * 2. #tmp_course_list -- getting the course list when the courses are open (clas.Call_Number>0) 
    * 3. #tmp_enrollment - Counting the SPS and NonSPS Enrollment 
    * 4. #tmp_enrollment_aggregate -- Aggregating the Billing Credits, Academic Credits, SPS_Enrollment, NonSPS_Enrollment and Grede_Submitted 
    * 5. #tmp_enrollment_final -- Combining the data from #tmp_course_list and #tmp_enrollment_aggregate 
    * 6. #tmp_all_sections -- Final output for the Power Bi All_Sections page and Course Summary pages 
    * 7. #tmp_waitlist_summary - Retrieve the data from the WaitLists_by_PID table and join with the CLAS table 
    * 8. #tmp_all_crs_wlmgt - Pulling all courses from #tmp_all_sections and #tmp_waitlist_summary
    *
    *  PARAM: _output = all_sections -- Getting the output for all sections and crs_summary 
    *                 = cap_mgt -- Getting the output for Capacity Management
    *                  = waitlist_mgt -- Getting the output for Waitlist Management
    *                 = waitlist_summary -- Getting the output for Waitlist Summary

Release 2023.1.1 [June 2023]

  • Remove Class ID (to make space for Total Incompletes)
  • Add a column for Total INC Grades
  • Add red highlighting to any section where Total Grades Submit is less than Total Enrl. to the CRT - All Sections report view:

Release 2023.1.0 [May 2023]

  • SQL-ONLY: The waitlist summary view is blank - Resolved: The issue was related to incorrect date format in the Waitlist table.
  • SQL-ONLY: The view in waitlist summary is off as well.  It should have SU23 in each term column and the counts and course do not surface properly. Resolved:  Updated the CLAS Section_ID = Waitlist.Section_ID. Now data are showing properly.

Release 2023.1.0 [March 2023]

  • The "term_id" is missing from the two visuals in Waitlist Summary
  • SQL Code: Manually changed the waitlist term_id for summer 2023

  • add 2 years of historical data to this view on a rolling basis

Release 2022.1.8 [December 2022]

  • Add 'Class Status' filter and show the Cancelled, Zero Enrollment and Enrolled Sections on All Sections and Summary pages.
  • Commented line clas.Class_Enrollment_Status_Code NOT IN ('C') in a2_crt_crs_summary_pbi procedure
  • Comment the line WHERE tcl.Class_Enrollment_Status_Code NOT IN ('C') in a2_crt_crs_enrl_pbi_new procedure

Release 2022.1.7 [November 2022]

  • The Class_End_Time showing twice. To resolve it, we changed from tf.Class_End_Time to Tc.Class_End_Time
  • removed the hard-coded Term_Identifier and added code to pull the Term_Identifier dynamically
  • Added the Term Column in the Wailist Summary page

Release 2022.1.6 [October 2022]

  • Remove the Dept Code and add the Course Name in Capacity Management page
  • Rearrange the fields in the Capacity Management page according Karen's instruction

Release 2022.1.5 [October 2022]

  • New report page: Capacity Management
  • One row per session for each course with the following details per row:
    • Department Name, Department Code, Term, Class Enrollment Status, Course ID, Section, Method of Instruction, Total Enrollment, Course Type
      • Class Day, Begin Time, Room Name, Seating Capacity
      • Cases where there are multiple days in a single row (e.g., MW = Monday and Wednesday) should be split into separate rows
      • Add a field to indicate if the course has more than session per week
      • Add filter to the panel for this new column to allow focusing on single day courses
    • Remove capacity-specific columns from the Course Summary page of the report
    • Rename a2_crt_crs_curr_term_pbi to a2_crt_waitlist_mgt_pbi
    • Deleted a2_crt_crs_curr_term_pbi (saved a copy: W:\System Folders\Stored Procedure\mji3\pbi\a2_crt_crs_curr_term_pbi)
    • Added conditional formatting in the Capacity Management page on Total Enrollment and Class Cap. columns

Release 2022.1.4 [September 2022]

  • Add the 'Course_Type, ex: Lab, Seminar, etc.  (ctyp. Course_Type_Description) field in All Sections page

  • Add the seating capacity count field from the ROOM table be added to the CRT all sections report.

Release 2022.1.3 [August 2022]

  • n SP, 'a2_crt_crs_curr_term_pbi' changed term id: 'took.Term_Identifier='20223'' and in SP 'a2_crt_waitlist_main_pbi' changed it to: 'c.Term_Identifier='20223''

  • Add the 'Total Billing Credits and Total Academic Credits in All Sections page and Waitlist Management page
  • Add a column called "Grades Submitted" and have it include the count of the submitted grades per course.
  • Add a filter on the column so the user can set it to zero to see all courses with no submitted grades.

Release 2022.1.2 [May 2022]

  • Add sub-term column to the All Sections and Waitlist Management pages of the report
  • Add the course meeting time to the All Sections pages of the report
    • In cases where there is more than one meeting time, include the earliest time

Release 2022.1.1 [April 2022]

  • SQL-ONLY: Hardcode the "AND c.Term_Identifier='20222'" in  store procedure 'a2_crt_waitlist_main_pbi' (Note: Need to change it to "AND c.Term_Identifier='20223' for the Fall term waitlist)
    • NOTE: This same change was also required in the a2_crt_crs_curr_term_pbi procedure
  • Add Subterm_Code descriptions in the code
  • Copy the All Sections pages to a new page called "Waitlist Management" and add the column as requested.
  • Ensure the page is filtered for only the current term that has an active waitlist,
  • The link appears at the bottom of the pages beneath Waitlist Summary.

Release 2022.1.0 [February 2020]

  • Add Method_Of_Instruction code descriptions in SQL and update the 'All Sections' and Course Summary pages in Power BI
  • Remove Beta logo from the Doc page and the CRT report

Release 2022.0.6 [January 2022]

  • Update filter input pane to latest visual standard
    • Resolves issue with white on white in the search fields
  • Billing Credits filter on the Summary page is using Billing_Units_or_Factor, which is not the same value that is shown in the All Sections page so the counts do not align across the two pages when filtering
  • New filters added:  Academic Credits, Subterm, Method of Instruction on All Sections and Course Summary pages
  • Added new fields: Method of Instruction on All Sections page

Release 2021.0.5 [December 2021]

  • Change the name from "Course Summary" to "Course Summary by Start Date"
  • Rename "Courses by Department" to Course Sections by Department"
  • Add academic credits as a slicer on all views
  • Removed all slicers and added the filters
  • Slicer 'Term' added in the report banner which syncs with the "All Sections' and 'Course Summary' page
  • Retrieved all SPS Department codes from the latest three terms of the CLAS table and compared whether or not there are course offerings from that department in that term. If there is no course offering from the Department, then show 0 (zero) under the course offering.
  • Followed the 'PowerBI Design Brief' doc and redesigned the report with the SPS standard design specifications.
  • Renamed the stored procedure names to (1) a2_crt_crs_enrl_pbi (2) a2_crt_crs_summary_pbi (3) a2_crt_waitlist_by_pid_pbi
  • Updated the a2_crt_crs_enrl_pbi procedure. Removed the 'Total_Enrollment' count from the CLAS table added the 'Total_Enrollment' count from the TOOK table

Release 2021.0.4 [October 2021]

  • add class-id between "class name" and "course id" on the Course by Department report in PBI?  Class-id is the concatenation of Subject_Area_Code, Course_Number, School _Bulletin_Prefix_Code and Section_Cod
  • Add a note to the waitlist Summary  tab - “Note: Waitlist data will only be available during the open registration of the current term.

Release 2021.0.3 [September 2021]

  • List of all waitlist courses of the current term.
  • Add a new tab - Waitlist Summary 
  • Only show pending students - wl.Status='Pending'
  • Create a stored procedure ‘a2_waitlist_by_pid_pbi’ by using the ‘[cereports].[dbo].[WaitLists_by_PID]’ table

Release 2021.0.3 [August 2021]

  • List of all SPS courses in any given term
  •  It should also be a quality check to sure what goes into the Course Management system lands in SIS appropriately  
  • Group the Academic Departments
  • If Billing_Units_or_Factor is null change it to zero 
  • In Class_Begin_Date change it to a user-friendly date and remove the time
  • Group the Department Name
  • Capitalize the Department name
  • If the instructor’s name is NULL then add TBA

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