All staff and faculty have access to PolyData Dashboards. Access to dashboards and reports within the platform varies based on job duty and function.

Learn

Learn how

to access

to access and navigate PolyData Dashboards and Reports.

Info
An Important Information box can be found in the upper right

corner of most dashboards and varies

corner of most dashboards and varies per dashboard, but typically includes the date the data was last refreshed from the Data Warehouse and an About this Page link to dashboard documentation.

Data Sources: PolyData Dashboards display data from the Data Warehouse. PolyData Reports (or BI Publisher Reports) display data from the Data Warehouse and other databases (e.g., Advance, MCA, etc.).

Get Started

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title	Access

Log in to

the

the My Cal Poly Portal.
Under

the

the My Apps

menu

menu,

click

click PolyData Dashboards. If you don't see the link, you may

need to

need to add it to the My Apps menu.

Expand

title	Welcome Dashboard

By default, users land on the Welcome dashboard when opening the platform. The Welcome dashboard is set up to provide basic information about the platform, contextual tips, and a list of contacts for each subject area.

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	open-a-dashboard
	open-a-dashboard

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title	Open a Dashboard

From the top of the page, click the Dashboards dropdown menu to access your dashboard(s).

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Click on the arrow to expand the subject area folder to view the underlying dashboard(s).

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Click on the dashboard you want to open.

Expand

title	Navigate a Dashboard

Dashboards can have multiple pages, which will appear as separate tabs in the top section of the dashboard. Browse dashboard page content by

clicking

clicking on the various tabs. Each section within a dashboard page is referred to as an analysis. A dashboard may have an adjustable filter, or prompt.

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	open-report
	open-report

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title	Open a Report

PolyData Dashboard also provides access to Oracle's BI Publisher tool. Reports you have access to will appear in the Publisher Reports folder.

From the top of the page, click the Catalog link to access your dashboard(s).
Your browser will load a new page, displaying a file browser on the left. Under Folders, expand Shared Folders >

Publisher

Publisher Reports.

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Go to the report you want, then click Open.

Folder

Folder structures under each subject area folder vary based on the content available.

Links