Dashboard - Research Activity version 2.0

GLOBAL CHANGES

Based on interviews with research administrators from the University's most active research colleges, we have identified a number of enhancements to the research dashboard that we have collected into these version 2.0 changes. While changes to existing displays and a new display are addressed individually, there are a few broad changes to the overall design and functionality of the research dashboard. These "Global Changes" include:

1. Eliminating the column of links that currently occupies the left hand portion of the display and providing its navigational functionality with a tab strip the runs horizontally across the dashboard's display.
2. Removing the "Sponsor View" as a "Data View" and adding three new DDLs (Drop-Down Listboxes) to all displays for "Sponsor Group", "Sponsor Type" and "Sponsor". These new DDLs should work in connection with the existing "College", "Department", and "Investigator" DDLs and follow the same forward and backward filtering rules. This expanded set of DDLs will allow users to simultaneously reference data based on the entities that are performing the research as well as the entities that are sponsoring the research. The removal of the column of links that currently occupies the left hand portion of the display will provide the necessary space for these additional DDLs.
3. A tab for a new page called "Resources" will function like a command button and will open a new internet browser window to a specified PRIDE web page, where published reports and references articles will be available.

SUMMARY PAGE

Required changes to the current Summary page:

1. Reposition the "Printer Friendly" button.
2. Reposition the "Clear All" button.
3. Reposition the "Data Source" DDL and change label to "Funding Source".
4. Change "Data View" label to "Recognition View".
5. Remove "Sponsor View" as a "Recognition View" and add three new DDLs for "Sponsor Group", "Sponsor Type" and "Sponsor". These new DDLs should work in connection with the existing "College", "Department", and "Investigator" DDLs and follow the same forward and backward filtering rules.
6. Make all percentage columns in all data grids, display 2 decimal places of accuracy.
7. Change existing "M/M Change in 12 Month Total" column heading to "FYTD Change in 12 Month Total". Make the change in all data grids equal the current month's 12 Month Total minus the last month of the previous fiscal year's 12 Month Total. Make the percentage change equal to the change divide by the last month of the previous fiscal year's 12 Month Total.
8. Add a "FYTD Change in FYTD Total" column across all rows of all data grids. The FYTD Change is the current year's FYTD Total minus the previous year's FYTD Total. The FYTD Percentage Change is the FYTD Change divided by the previous year's FYTD Total.
   

TREND CHARTS

Required changes to the current "3 Year Charts" page:

1. Reposition the "Clear All" button.
2. Reposition the "Data Source" DDL and change label to "Funding Source".
3. Change "Data View" label to "Recognition View".
4. Remove "Sponsor View" as a "Recognition View" and add three new DDLs for "Sponsor Group", "Sponsor Type" and "Sponsor". These new DDLs should work in connection with the existing "College", "Department", and "Investigator" DDLs and follow the same forward and backward filtering rules.
5. Reposition the "Performance Metric" DDL and change label to "Y Axis". The DDL choices should include:
   
6. Change existing "M/M Change in 12 Month Total" column heading in the data grid to "FYTD Change in 12 Month Total" column. Make the change equal the current month's 12 Month Total minus the last month of the previous fiscal year's 12 Month Total. Make the percentage change equal to the change divide by the last month of the previous fiscal year's 12 Month Total.
7. Add a "FYTD Change in FYTD Total" column to the data grid. The FYTD Change is the current year's FYTD total minus the previous year's FYTD total. The FYTD percentage change is the FYTD Change divided by the previous year's FYTD total.
8. Add an "X Axis interval" DDL. The DDL choices should include: "Months (Default)", "Fiscal Quarters" and "Fiscal Years". If the user selects "Months Default" the chart should appear as it currently does, with months along the x axis and the chart ending on the current month. If the user selects "Fiscal Quarters" the chart should default to a graph the last 36 fiscal quarters of data. If the user selects "Fiscal Years" the chart should graph the current and previous 10 fiscal years of data as solid gray columns. Also, the chart's labels and legend should be changed accordingly.
9. Add a scroll bar that allows the user to move the charting period forward and backward through time.
10. Add a Download to Excel button to the chart header that produces a well formatted Excel file.
    

CROSS-SECTIONS

Development of a "Cross-Sections" page:

1. Include an "Activity" DDL. The DDL choices should include:
   
2. Include a "Y Axis" DDL. Under the "Department View" the DDL choices should include:
   
   Under the "Center View" the DDL choices should include:
   
   If the user makes any selections in the correspondingly named DDLs, these choices should be removed from the "Y Axis" DDL. For example, if the user selected "Liberal Arts and Sciences" in the "College" DDL under the "Department View" the resulting "Y Axis" DDL choices would be:
   
   If the user then selected "Federal" in the "Sponsor Group" DDL, the resulting "Y Axis" DDL choices would be:
   
3. Include an "X Axes" DDL. The DDL choices should include:
   
4. Include a dual bar chart display that shows the values selected in the "X Axes" DDL, for the activity selected in the "Activity" DDL across any members of the selection made in the "Y Axis" DDL. The members should be sorted from largest to smallest according to the Totals value, and the ordering and alignment of member values in the Changes graph should be consistent with the Values graph. A scroll bar should be included to allow the user to look at any results that do not fit in the graph display area. The dual bar chart display should also include a Download to Excel button that produces a well formatted Excel file of the data presented across the two graphs.
   

MONTHLY DETAILS

Required changes to the current "Monthly Details" page:

1. Reposition the "Clear All" button.
2. Reposition the "Data Source" DDL and change label to "Funding Source".
3. Change "Data View" label to "Recognition View".
4. Remove "Sponsor View" as a "Recognition View" and add three new DDLs for "Sponsor Group", "Sponsor Type" and "Sponsor". These new DDLs should work in connection with the existing "College", "Department", and "Investigator" DDLs and follow the same forward and backward filtering rules.
5. Reposition the "Activity", "Begin Date", "End Date" DDLs. The "Activity" DDL choices should include: Proposals, Awards, Expenditures and FA.
   

TRIF Accounting

From the earlier project that led to the version 1.2 release of the Research Dashboard, the task to develop and deploy a system of data tables and appropriate algorithms to calculate and display the research activity related to TRIF monies was deferred. This task includes the analysis of warehouse and transactional data stores related to TRIF accounting and the development of some means of incorporating valid data into the v2.0 project. Scoping and deliverables for this step are not presently defined.