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Get started with PolyData Dashboards and Reporting. What is OAC?Oracle Analytics Cloud (OAC) is the platform used to create PolyData Dashboards. Why doesn't the information on the dashboard reflect today’s CMS updates?PolyData Dashboards data is pulled from the PolyData Warehouse, which is refreshed each evening. How do I know the data refresh has been completed when I start using the dashboard in the morning?Within a dashboard from the top right corner of each page, check the Important Information box to see the date and time the data refresh was last completed. What does it mean when I get a "max length" error instead of report results?If more than 1,100,000 rows meet the criteria you have requested, you may get a "max length" error. Narrow your page and/or analysis selections and click Apply again. Report the issue to the functional owner for the dashboard if you need the ability to request information through the dashboard that is expected to exceed 1,100,000 rows. How do I set which dashboard I want to see first when I log in to My Cal Poly Portal/PolyData Dashboards?Click My Account at the top right corner of the screen. Under Preferences, there is a drop-down choice for Starting Page. Select the one you want to be your default each time you log in. Why did I need to log in to PolyData Dashboards again when I went back to something I’d been working on earlier in the day?To protect Cal Poly information, if your dashboard session has been inactive for more than 90 minutes, the session will time out. When I changed my view selection, nothing happened.Click Refresh. This seems to occur using Firefox, not Chrome or Internet Explorer. Where can I get additional information about a specific dashboard?From the top right of the screen, in the Important Information, there may be an About this Page link. Click this link for more detailed information. For general information about dashboards, click on the Welcome dashboard. Where do I go to find the definition of fields in column selector drop-down choices?When this information is available, you will see an About this Page link. Do PolyData Dashboards replace PeopleSoft?No, PolyData Dashboards are in addition to the information available through the PeopleSoft CMS system. |
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What if I do not see the dashboard that I'm trying to get to?Contact the owner of the dashboard. What if I do not see the PolyData Dashboards link on My Cal Poly Portal?If you don't see the PolyData Dashboards link, under My Apps click on Hide/Show Links, check the box for the link, then click the Save button. |
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Learn more about Prompts. Prompt Functionality:Why do I see values in some of my page prompts?Prompts are designed according to requested requirements and specifications given during the development of the dashboard, therefore, prompt options and defaults may differ between dashboards. They do not limit what you can select. They help to make the initial dashboard rendering reasonable and may save you time. For example, with the initial Finance dashboard rollout, unless you are a Budget Specialist or Department Manager, the department defaults to 100100. Then you can select any department(s) you want to use the multi-select option. How do I change the defaults that I see in my prompts?The defaults do not prevent you from selecting any option for that prompt through the drop-down or multi-select features. To change the default value itself, contact the owner of the dashboard. How can I enter my own list into a page prompt?See Use Dashboard Data as a Prompt Filter. When I have selected value(s) for a prompt and move to the next one, sometimes my choices are limited to just valid options, and sometimes I see all possible values.Prompts are designed according to requested requirements and specifications given during the development of the dashboard, therefore, prompt options and defaults may differ between dashboards. Only valid choices are presented based on prompts already entered; otherwise, all choices are presented. Why does the information showing in the Prompt fields not match the analysis report results?Remember to click Apply after setting or changing prompt values to ensure the new values are reflected in the dashboard analysis results. Multi-Select Specifics:I used ">>" and not all of the possible choices were added to the Selected box?When the possible choices exceed 255, the Choices Returned line in the multi-select box will include a More button. Only the default number of choices (usually 255) will be included in the display of possible choices. The ">>" moves over all choices displayed. To add all possible values:
When I cut and paste my personal list into the Edit box in the Multi-select pop-up, I'm getting some but not all in the report results.Check the values you have entered on the other page or analysis prompts, then click Apply. If you still feel you're not seeing everything you've requested, contact the owner of the dashboard. |
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