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Accessing and Using Data Dashboards - Detailed Instructions

Description

Tableau Dashboard

Excel Downloads

SQL Code for Source Query

This dashboard provides the list of all active funds along with their ledger, fund group and fund type. It also provides allocations, transfers, encumbrances, expenditures, fund balance and percentage spent for each fund.  As well, it separately shows funds with $0.00 available balance. It also provides a detailed current date report of funds and teams with expense class information. A fiscal year filter is included. 

Fund Detail with Expense Class



CR122 Excel download

CR157 Excel download

CR165 Excel download

CR122 SQL query

CR157 SQL query

CR165 SQL query

Provides the list of approved invoices along with invoice payment date, vendor name, invoice number, and other details, starting FY2022 to date

Approved Invoices

CR134


MCR134 Excel download

Note: Contains only current fiscal year data. For all years, see dashboard.

MCR134 SQL query

CR134A SQL query

*CR134A is for the LDP database

CR134 SQL query

Provides year to year comparisons of details of e-journals usage by title, publisher, and platform. 

E-journals usage 2020 - 2023


EBSCO Consolidated Counter Report

N/A
Provides counts as well as details of BD/ILL loans from CUL to other universities, and from other universities to CUL. For loans to CUL, title names are available, but no further information about the title is available. Patron group and department names are included when available. Borrow Direct/Interlibrary Loans Counts and Details
CR 171


MCR171 SQL query

CR172

MCR172 SQL query

CR174

MCR174A SQL query

MCR174B SQL Query


Lists patron purchase requests since 7-1-22. Details include fund code, LC class, subject, title, holdings location, PO line number, receipt

date

status, request date, amount, and

amount. Filters include PO line receipt status and PO line payment status

circulation counts after receipt

Note: Requester name is not included to protect patron privacy, also it is often not available in the data. 

Patron Purchase Requests


MCR202
Provides annual cost data for selected publishers/providers, with comparisons of annual changes, and of shares in total material expenditures. Bar graphs as well as tables provide different levels of detail; a forecast view at the end shows projected increases. Cost by Publisher and Annual Material Expenditures, 2014 - 2023
N/A
Provides counts of research output (faculty and affiliated staff publications) of all Ivies for 2023, by Big 5 publishers (Elsevier, Springer, Taylor & Francis, Wiley, Sage). Open Access type details are also included. Ivies' Research Output by Big 5 Publishers, 2023
N/A
Shows Big 5 publisher/
provder
provider costs as a percent of total material expenditures, Cornell research output by top 10 publishers, as well as costs, usage, and research output by all publishers.

2023 CU Publisher Costs, Usage, Research Output


N/A