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 how to access and navigate PolyData Dashboards and Reports.

An Important Information box can be found in the upper right 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

Access

Log in to the My Cal Poly Portal.
Under the My Apps menu, click PolyData Dashboards. If you don't see the link, you may need to add it to the My Apps menu.

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.

Open a Dashboard

From the top of the page, click the Dashboards dropdown menu to access your dashboard(s).
Click on the arrow to expand the subject area folder to view the underlying dashboard(s).
Click on the dashboard you want to open.

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 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.

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 Reports.
Go to the report you want, then click Open. Folder structures under each subject area folder vary based on the content available.