Report Information

Researcher Dashboard

(1) Research Work Order Summary

A high-level overview of your work orders, containing the work order and activity, work order name, end date, unspent balance to date before and after commitments, and any future budget. If you right click on one of the work orders you have the option to drill through to details about the work order. The different types of information available through this function are outlined on the next page.

(2) Instructions

The instructions on the bottom left of the page show how to use some of the basic navigation functions in Power BI to drill into a specific work order in greater detail, and to expand out or drill down into “tiered” or layered data in other parts of the report.

(3) Number of Work Orders by Expiration Date

This is a summary of the work orders in different aging categories so you can easily see how close work orders are to expiry.

(4) Individual View / Parent View

This is a toggle between the individual work orders, and any work orders that have sub-grants inside of UW.  Note that the Parent View will really only be helpful if you are the lead researcher and have sub-grants held by others under your main work order(s).  It will allow you to see aggregated data for your Parent work order and any Children work orders that exist.

Drill Through Options

Dashboard

• The upper portion of the Dashboard shows cards displaying various total balances and information for the work order that was selected.
• The Amount Spent Towards Total Budget bar in the middle of the screen does not include commitments. If you hover over the bar, you can see the actual dollars, budget to date, and total budget in the tooltip popup.  
• The Research Spending by Expense Category donut chart shows the spending by category. Again, if you hover over the individual sections, you can see the category and actual dollars in the tooltip popup. This is particularly helpful if the numbers are too large to appear on the main visual.
• The Scholarships Paid by Fiscal Year table shows the scholarships paid since the implementation of Unit4 (May 1, 2017). If you hover over the table, an interaction menu will appear.

Drill down on both rows (from student type categories down to individual student names) and on columns (from fiscal years down to individual months) by changing the Drill on via the dropdown and using the forked down arrow.  You can also right-click on a row or column header and select Drill down.

The Focus icon in the interaction menu will allow the single visual to be seen in full screen.

Click on the ‘Back to report’ button on the top left to close the focus pane and go back to the dashboard.

• The Salaries Paid by Fiscal Year table is in the same format and interactivity as the Scholarships visual. The filter on the right of the screen will allow you to further look through the data.
• On the bottom left is the Latest Transactions by Date table, which shows the transactions charged for this work order in the last 30 days. You can use the Focus icon on this table as well as not all of the columns are easily seen in the dashboard view.

Transactions

This screen shows a list of the transactions in Unit4 for the work order selected. Note that salary and scholarship entries are summarized in Unit4, so there may be payments to multiple individuals included in each line item.

Commitments

This screen shows a list of the commitments in Unit4 for the work order selected. Note that the salary entries are summarized, so there may be payments to multiple individuals included in each line item.