What Tableau Data Sources are available to me?

For more details regarding the data sources' contents, usage, and update schedules, click here.

• Active Student contains personal and academic data for any student enrolled or eligible to enroll as of today's date. It reports current, next, and second-upcoming term data, such as enrollment appointment times and assigned advisor(s).

• Class Schedule contains data pertinent to the term-by-term class schedules, such as day/time, location, instructor, prerequisites, class credit, seat reserve, textbook, and fee information. In addition to generating a class schedule report, it can produce course listings, room usage reports, final exam details, lists of classes for the school by instructor, etc.
• Class Enrollment and Grades contains information to review students' class enrollment information, academic information, performance indicators, assigned advisors, and class instructors for students enrolled in a selected term.
• Graduation contains students' awarded degree information, as well as demographic and graduation GPA data. This data source contains the most recent census data for degrees. The Graduation source supports reporting on graduation rates, average time to graduate, GPA average and median for conferred degrees, graduation population demographics, etc.
• Retention and Graduation provides information on the academic persistence of students enrolled on the fall term census date of September 28. It can be used to track retention and graduation rates for different populations, including numbers campus, school and various demographic metrics and Pell Eligibility.
• Student Enrollment contains personal, academic, advisor, and tuition data for any student enrolled for the specific term within a snapshot. It could be used to trend in-state and out-of-state student enrollment and tuition dollars over the years, broken down by demographics and academic information.
• Student Enrollment and Tuition Forecasts contains student enrollment, tuition, and credits, as well as budgets (forecasts). The data is budgeted for school, career level, load, residency, and tuition attributes.

For more details regarding the data sources' contents, usage, and update schedules, click here.

• HR Analytics contains data pertinent to your roster of employees, including demographic and employment details. This is the data source used in the HR Analytics enterprise dashboard.

For more details regarding the data sources' contents and usage click here.

• GL Transactions + Encumbrance contains GL transaction level detail, including encumbrances from PantherExpress purchase orders and the PBCS forecasting applications (Operating Funds Forecasting and Grants Forecasting). Data is updated nightly from transactions posted to the general ledger and imported from PantherExpress and PBCS.
  • This data source should be used when transaction details are required and/or transaction totals by a range of months are needed. It cannot be used for monthly budget balances as Budgets are posted in PRISM to specific periods. For operating accounts, the budgets typically follow the Fiscal Year. The initial budget is loaded to July in October and BMRs can happen throughout the year. For Sponsored projects, the budget initial budget is loaded when the project is activated and BMRs can happen throughout. This source can be used to find budget transactions but should not be used for budget balances.
  • Encumbrances are always rolled forward and will be shown in the current GL period. A separate data source is in development to provide detailed encumbrance information.
  • See the GL Data Dictionary for specific field information and guidance.
• GL Monthly + Encumbrance contains the monthly snapshots of aggregate general ledger information, including encumbrances from PantherExpress purchase orders and the PBCS forecasting applications (Operating Funds Forecasting and Grants Forecasting). The PantherExpress and PBCS encumbrance snapshots began in December 2024. Data is updated nightly from transactions posted to the general ledger however the final month total is not complete until the month end close process as completed. The month end closes is typically finalized in PRISM on the 4th business day of the new month. Additional information on the PRISM month end close can be found on the Controllers Office site.
  • This data source should be used to find account and budget balances at the end of each GL period. Fiscal Year to Date (FYTD) and Project Year to Date (PYTD) represent separate aggregate measures and should not be summed together. Fiscal Year to Date (FYTD) tracks all relevant financial activity from the beginning of the fiscal year up to the current date. Project Year to Date (PYTD) aggregates financial activity from the start of the project to the current date (which could span multiple fiscal years). Since each is already a cumulative total based on different time frames and scopes, adding them would result in double-counting or misrepresenting the financial data.
  • See the GL Data Dictionary for specific field information and guidance.
• GL Labor Transactions contains the detailed labor distribution transaction information from payroll records. Labor distribution is posted within PRISM as part of the GL month end close process and thus information is only available after the month end close process has completed. The month end closes is typically finalized in PRISM on the 4th business day of the new month. Additional information on the PRISM month end close can be found on the Controllers Office site.
  • When using this data source, keep in mind that payroll activity can be posted to GL during the month and will appear in the compensation subcodes (5xxx). The example is adjustments and hourly employees. However, fringe benefits are not calculated until the month end close, as well as the employee detail as noted above. Additionally, adjustments and regular pay are two distinct fields and both should be reviewed when assessing account activity.
  • See the GL Data Dictionary for specific field information and guidance.

Several sample workbooks have been created and are available for users to review.  As we received feedback, additional samples may be added to assist users in ad hoc reporting. The samples are located in the *Financial folder here.  The data source can also be found in the *Financial folder here.

Additional enterprise financial data sources are planned for the end of FY25 and beginning of FY26

Custom Data Sources - When using Tableau Desktop, users have the option to connect to their own data sources such as an Excel file or an Access data base.  Information from Tableau on supported connectors can be found here.  Users may also connect to their own database, addition information can be found here.