Accessing AM360 Dashboards
Any Indiana University employee can access the dashboards using their CAS login. Simply go to DS.IU.EDU and search AM360 to display all the workbooks available, as well as AM360 Dashboard Report Center. Don’t forget to add the Report Center or the individual workbooks to your Favorites by selecting the heart icon.
Most DSI / AM360 dashboards have extended help available using a product called Data Cookbook, which if available you can access by clicking on the Question Mark inside the blue box in the upper right corner of the dashboard. Extensive information about the dashboard will then be displayed in a separate browser window. Once this is displayed, you can also get information about the data used to create the dashboard by clicking on “The following terms are found within the specifications below. Click to expand.” at the top of the help page.
If you need help when using the dashboards, click on the blue question mark in the top right corner to get to the help section. Here you will find information on how to use the dashboards, the data and their definitions, and examples of types of decisions that can be made and business questions that can be answered using the dashboards.
Using Tableau
A dashboard is an interactive and visual display of information. A workbook is a collection of dashboards based on a common topic. For example, the AM360 workbook "Class Scheduling Tool" has three dashboards. Each dashboard can be accessed by clicking on the grey tabs at the top of the page.
Tired of having to select the filters you need each time you log into a dashboard, you can always save your views. It’s easy, just select the filters you want, click on “view” button in the toolbar, give your view a name, and then save it.
Need a reminder to check your favorite AM360 dashboards? Use the “subscribed” button in the toolbar to have images of the dashboards sent to your email daily, weekly, or monthly.
Did you select the wrong filters or click on the wrong visualization? No problem! “Undo” or “redo” the last thing you did on a dashboard with the buttons in the toolbar.
If you want to clear all the filters that you have selected, use the “revert” button in the toolbar.
Knowing how to select and highlight different parts of visualizations can help you get the most out of the dashboard. By holding “Cntrl” on a PC or “Command” on a Mac when clicking you can select multiple elements in a table, chart, or graph. You can either select one element at a time or select multiple by clicking and dragging.
By hovering your cursor over parts of the dashboard, a rectangular tooltip box will pop up with more information. Tool tips my include descriptions of the data in the dashboards, more details, or even instructions for drilling down deeper into the data.
All of the dashboards contain filters that can be used to change the information displayed in the visualizations based on your area of interest. Some filters will affect all of the dashboards in the workbook, whereas others only affect the dashboard you are currently viewing. Also, some of the visualizations in the dashboards can also be filters when you click on them. Look for text on the dashboards that indicate whether a visualization can be used as a filter, such as “click on the stacked bars to filter the table below.”
Accessing Data and Data Assistance
Getting access to the dashboard data to make your own reports is easier than you’d think. First, click on what you want to download in the dashboard, then click on the “download” button in the toolbar followed by “data.” All of the data will pop up that you selected. To download it, select “download all rows as a text file.”
Need an image of the dashboard for a report? The “download” button in the toolbar makes that simple. Using “download” you can download a simple .png of the current view you have up by clicking “image.” Clicking “PDF” gives you the option to download a PDF of the current view or even specific visualizations in the dashboard.
Some visualizations in the dashboards have more data you can view than you’d think. Look for directions displayed in red text on the dashboards that say, for example, “click -/+ to expand or collapse columns.” Clicking on “+” allows you to drill down further into the data by showing you more information in the table, while “-“ shrinks the amount of information available in the tables.