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Trend Analytics Dashboard

The Trend Analytics dashboard utilizes General Ledger data to provide insight into how Financial Units, Funds, Project Managers, and Projects have performed over time, facilitating data-driven decision making.

The Trend Analytics dashboard is available from the Business Analytics Hub (bah.ucsd.edu) under the Budget & Financial Management tab. 

The dashboard includes:

  • Accounts Overview
  • Financial Unit Overview
  • Funds Overview
  • Projects Overview
  • Project Manager Overview

 

Report Demo

You can find the Trend Analytics Dashboard Demo on the UCSD Budget & Finance YouTube channel, BI & Financial Reporting playlist.

Access

Access has been provisioned to anyone with the Oracle BI Consumer JR role.  Staff who do not have access  should request the Oracle role. Access failure appears as error "Unable to load requested view. Displaying home view instead."

  1. Navigate to bah.ucsd.edu.
  2. Select Budget & Finance
  3. If using the List View, look for Trend Analytics in the list or use the search bar at the top right and click the dashboard name.
    • If using the Card View, click the Budget & Financial Management tab and click Launch on the Trend Analytics tile.
Use your Active Directory credentials to sign in, if prompted.

Navigation

Time and Display Prompts

Prompt What to Know
Accounting Year
  • Required
  • Multi-select list box.
Display Options
  • Required
  • Display option is a single-select dropdown.
  • Three display options to view data over time: by Year, Quarter, or Month (Accounting Period)

 

COA and POETAF Prompts

Prompt What to Know
Financial Unit Prompts
  • Multi-select
  • Make a selection for only one of the four Fin Unit prompts: Fin Unit L2 (VC Area), Fin Unit L3 (School/Division), Fin Unit L4, or Fin Unit.
Project Number
  • multi-select search
  • This report includes values for Project 0000000 – No Project. Search “0000000”.

 

Fund prompts
  • Cascading: Fund L3 can be filtered by the selection made for Fund L4 and Fund Code can be filtered by the selection made for Fund L3.

 

Exclude 774005 - Year End Fund Collapse prompt
  • Allows users to distinguish year end journals/transfers from other journals/transfers. Exclude this account code to display only actual costs for the year.

 

Project Personnel Prompts

Prompt What to Know
Project Manager
  • Multi-select
Fund Manager
  • Multi-select
  • Based on project fund manager (not award or task)

 

Project Attribute Prompts

Prompt What to Know
Unless noted otherwise on the prompt page, use of these prompts will eliminate project 0000000 – no project.
Project Classification
  • Multi-select
  • Concatenation of project class category and project class code
Project Department Reporting Category
  • Multi-select
  • For any uncategorized projects, the default description is “No Reporting Category-NRC”
  • No Project - 0000000 is categorized as “No Reporting Category-NRC”
Project Organization
  • Multi-select
Project Status
  • Multi-select
Project Type
  • Multi-select
  • This report displays financial statement signage. Positive balances represent funds available to spend. Positive resources and non-operating transfers represent an increase in funds. Positive expenses represent a decrease in funds.
  • This report is not recommended for viewing Sponsored Project resources and balances.

Each page of the dashboard contains on-page prompts for deeper exploration of data.  These on-page prompts are filtered by the original selections made on the prompt page.  For instance, if the report is filtered for a particular financial unit on the prompt page, the Project Manager prompt on each page overview will  display only Project Managers of projects within that financial unit.  Prompt selections made on one page also carry over to the other pages.

Accounts Overview

Summary

This dashboard page includes a graph that displays GL Balances over time and a table that displays resources, expenses, and capital assets over time with a total change in balance.

Business Scenarios

  • What is the overall health of my department’s core funds, unrestricted funds, and/or restricted funds? 
  • How have my balances changed over time?
  • Do we typically spend more or less than we are allocated each year?
  • What has happened in my department in the past (to understand what we're doing now)? How much have we spent on what in previous years? How much have we had coming in in previous years?  How does that compare to what we’re doing now?
  • How have my department-controlled funds spending changed over time? 

Report Views

  • All data in Accounts Overview is sourced from GL.
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules.

accounts overview - TAD

Financial Unit Overview

Summary

This dashboard page includes a graph that displays GL Balances over time by Fin Unit and a Table that displays resources, expenses, and capital assets over time with a total change in balance for each Fin Unit.

Business Scenarios

  • How do each of my Fin Units’s balances compare over time? 
  • Which of my Fin Units typically spend more than they are allocated each year?
  • Is our School spending down our core funds carryforward? If so, in what account categories did expenses increase?

Report Views

  • All data in Financial Unit Overview is sourced from GL.
  • Refer to theData Glossaryunder Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules.

finu overview - TAD

Funds Overview

Summary

This dashboard page includes a graph that displays GL Balances over time by Fund Type (Fund L3) and a Table that displays resources, expenses, and capital assets over time for each Fund Type with a total change in balance for each Fin Unit. There is also an option to view expenses only.

Business Scenarios

  • How do my fund’s resources and expenses compare over time?
  • Did I spend more than I was allocated? Did I add to my deficit or balance? 

Report Views

  • All data in Funds Overview is sourced from GL.
  • Refer to theData Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules.

funds overview - TAD

Projects Overview

Summary

This dashboard page includes a graph that displays GL Balances over time by Project Class Code. The default table view displays resources, expenses, and capital assets over time for each Project Class Category and Class Code with a total change in balance. Another table view adds on project code. Note that this overview is highly dependent on accurate project classifications. 

Business Scenarios

  • How has my spending on graduate support changed over time?
  • How have allocations and spending on my financial allocation model changed over time?

Report Views

  • All data in Projects Overview is sourced from GL.
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules.

projects overview - TAD

Project Manager Overview

Summary

This dashboard page includes a graph that displays GL Balances over time by Project Manager. The default table view displays resources, expenses, and capital assets over time by Project Manager. A second view displays expenses only and a third view displays IDC expenses only. Note that this overview is highly dependent on accurate project personnel assignments.

Business Scenarios

  • How does IDC recovery compare over time for all of my PIs/Project Managers?  
  • How does spending on all expenses for all funds compare over time for all my PIs/Project Managers?

Report Views

  • All data in Project Manager Overview is sourced from GL.
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules.

pm overview - TAD

Release Notes

Release notes
Date Release Notes
11/28/2023 Budget & Finance Weekly Digest

The Trend Analytics Dashboard is now available on bah.ucsd.edu. Use this dashboard to gain insight into how Financial Units, Funds, Project Managers, and Projects have performed over time. 

This GL-Based dashboard is the first of its kind to allow users to view trends by year, quarter, or month.  Answer questions like “How have my balances changed over time and what has contributed to increases or decreases?” “How has my spending on graduate support changed over time?” ”How does IDC recovery compare over time for all of my PIs/Project Managers?”

More information about this release can be found in this dedicated email that was sent on December 5, 2023.