1. This guide starts on the App Overview sheet. Click on the sheet you would like to open.
From here, you can open directly to any sheet within the app.
2. At the top of every sheet, you will see two rows of filters. These will allow you to zoom in on a single area to view the data that is most relevant to your interest.
3. The first row of filters is what we refer to as “Program Filters,” meaning that they filter down to the program (major) that a student is a part of.
In our system, a program is the sum of all courses taken by enrolled students. Revenue follows the student, and all costs will be brought back to the major that the student comes from, including any courses that those students took outside of the major. In other words, a student gets a fair share of the cost of the class regardless of which department taught the course.
4. The second row of filters is what we refer to as “Course Filters,” which are all courses taught by a department.
This will include all students enrolled in these courses regardless of program. For example, if an Accounting course was taken by students from other majors, those students would be included here. Here, costs are calculated directly using the instructor’s pay and workload units for each course, while revenue is a fair share calculation from each student who took the course.
5. To select a filter click on it, and a menu of options will drop down.
6. Click on the option you would like to select.
7. Once you have made a selection it will be highlighted in green.
8. Your currently selected filters will be displayed at the top of the screen.
9. To clear all selected filters you can select the "Clear All" icon.
Note: This option also exists within each menu of filters.
10. You also have the ability to step back in order to easily re-apply a filter that you have removed.
11. Lastly, you have the option to step forward. Using these options together can allow you to quickly add and remove filters to see how the data changes.
12. When selecting filters, you will notice that some options will be grayed out indicating that based on your current selection of filters that option is invalid.
13. Clicking on the ... option will open up some additional options
14. These options allow you to make multiple selections at once.
Select all the options within that list of filters.
Select Possible will select every valid option based on the other filters you have already selected.
Select an alternative that will allow you to flip your current selections.
Select excluded” will remove your current selections and select everything that you had previously filtered out.
15. Throughout the system, you are able to view data in two ways. Either looking at totals or viewing those sums broken down to the level of a Student Credit Hour (SCH).
Viewing data by totals will help you identify things like what programs bring in the most Revenue or what programs have the highest Instructional costs.
Viewing data Per SCH will allow you to compare large programs to small programs. Doing this will take the size of the program out of the equation to allow for a more apples-to-apples comparison between programs.
16. Visuals within the Economics system allow you to make selections in several ways. The first option is simply by clicking on the aspect of the chart that you would like to filter to.
17. This will apply the relevant filter and narrow down your current selections.
18. In some charts, you also have the option of using the Lasso tool in order to make selections. To use the lasso tool, click on any blank space within the scatterplot.
19. Click on the lasso tool icon.
20. Click and drag to use the lasso tool to make a circle around the section of the graph you would like to select. This will apply a filter to select the programs within your lasso.
21. Another helpful function of some visuals (the Analysis tab in particular) is clicking and dragging along either the X or Y axis. Click and drag the range you would like to select.
For example, if you would like to select programs with a negative Contribution, you could start at $0 and drag down the Y-axis.
22. Click on the check mark to confirm your selection.
23. Nearly everything within the Economics system can be exported in a variety of formats. You have the option to export charts, and visuals, as well as to create custom tables and export them to Excel. Right-click on the table that you would like to export.
24. Click on Download as...
25. Click on Export Formatted Data to Excel to download your export.
26. In addition to exporting data, you also have the option to save views within the system. This can be done using the Bookmark icon. Select the Bookmark icon at the top of your screen
This will open up a menu of preset bookmarks, each of which can be a helpful view within the system.
27. This will open up a menu of preset bookmarks, each of which can be a helpful view within the system.
28. Select the “Create new bookmark” option that appears in the top right corner of the bookmark menu.
29. name your bookmark something distinctive so you can easily find it again. Once you are done, hit the green “Create” button.
Note: The “Save Layout” option is often helpful as it will save any sorting that you have done. For example, if you have a table that is sorted based on a specific metric, the “Save Layout” option will keep that sorting when you return to it.
Any bookmarks that you save will only be visible in your account. If you create a view that you would like to share across your institution, reach out to us, and we can help to publish it for your institution so that everyone can access it.
30. To confirm your bookmark click on the green check mark
Additional Questions? Please contact support at support@graydi.us or register for a Daily Office Hour Session!
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