Navigating the Dashboard - Using Filters and Dashboard Tools
- Applying Filters–
- Applying an Item Filter to an individual Dashboard graph regarding Schools, Grades or SubGroups will automatically adjust the chart data being viewed. The updated filter settings for each user are stored in the User Account Options (UAO) table. Filters will be remembered and displayed each time a user accesses the Analytics Dashboard area. Filters can be modified at any time.
- Clicking on a section of the chart will then display the students associated with that specific section of the chart.
Filters can additionally be applied to all charts in a Dashboard group by using the Dashboard Filters option on the top right of the page. When users apply a filter at the Dashboard level, the filter selections will be pushed down to all of the dashboard items.
In the example below, a filter was applied to only display data for Screaming Eagle High School and Grades 9-12. The data in the charts in this dashboard were updated according to the filter and a label was added to the bottom of each chart identifying the filter.
The Dashboard level filters for each user are stored in the User Account Options (UAO) table. Filters will be remembered and displayed each time a user accesses the Analytics Dashboard area. Filters can be modified at any time.
The Dashboard Filters have a Search option to help search for school name, grade or subgroup name. Typing criteria in the search box will display relevant results.
The Dashboard has the following additional button options that can be found in the top right corner of the dashboard area. LCAP Dashboards will only display the Dashboard Filters button.
The Settings button displays the Dashboard settings including the Name of the dashboard as well as the Security Groups the dashboard is shared with.
The Dashboard Copy button allows an existing dashboard to be copied. It provides a Copy Dashboard option box where a new name for the copied dashboard can be added. It also allows setting if the dashboard can be Shared.
The Dashboard Delete button will delete a dashboard. Only user accounts with appropriate security permissions to the dashboard area will be allowed to use Delete. The below message will display before a deletion can occur.
The Add Items button on the Dashboard allows for the quick addition of an already existing item to be added to the dashboard. To select an existing item to add to the dashboard click on the symbol next to the item.
The Add New Item option at the bottom of the Add Dashboard Items dropdown can be used to add a new item to the Dashboard. Clicking on Add New Item will bring up a configuration wizard.
The configuration wizard allows you to set up the item. Step 1 focuses on the visual aspects of the item.
Step 2 will ask for a name for the Item. If the type of item was designated as a Chart on Step 1 it will also ask the user to select an Analysis Indicator to be associated with the item. If on Step 1 the type of item was designated as a List Step 2 will ask for Number of Students to display.
Step 3 asks which schools should be associated with the item being created.
Step 4 asks which grade levels to associate with the item. Step 4 also displays a Preview and a Save button. The Save button will save the newly created item.
The Preview button can be used to preview what the newly create item will look like before saving it. Clicking on Preview will pop up a preview window. Clicking on the Previous button in Step 5 will take the user out of preview mode. Clicking on Save in the preview mode will save and create the new Item. Below is an example of preview mode before save.
Dashboard Item Tools
The Dashboard Items have 6 icons on the top right corner.
The Edit icon brings up an Edit Dashboard Item window where the Dashboard Item can be modified.
The Image icon allows the user to download an image of the Dashboard Item.
The Link icon will provide Public URL information.
The Info icon when clicked will display the Dashboard item Threshold information.
The Expand icon when clicked will expand that Dashboard Item into a larger display.
The X icon on the individual Dashboard Items will remove that item from that particular dashboard. A warning message will display to confirm the decision before it is removed.
Dashboard Item Filters
This chart shows the distribution of English Learners by grade level. To see what levels they have achieved on the ELPAC test, so you can begin to develop intervention strategies, look at the data by school and ELPAC levels by using Filters.
Using the Item Filters to drill down, select high school only – note the chart has adjusted to only show grades 9-12.
Apply a Subgroup filter for ELPAC - Beginning - Somewhat Developed English and a total of 48 students are found.
Right click on the chart or click on Students to see the names of the students.
Using Watch Lists and Query
- Watch List –Top 30 Watch List for Golden Eagle
- Ability to Keep Students – Run Query by Teacher to get a report of their SBAC ELA Score and ELPAC Overall
LIST STU TST TCH STU.ID STU.NM STU.GR TST.ID TST.PT TST.SS TST.PL TST.OT TST.TD TST.TA TCH.TE BY TCH.TE IF ( ( TST.ID = SBAC AND TST.PT = 1 AND TST.TA = "SPRG18" ) OR ( TST.ID = ELPAC AND TST.PT = 0 AND TST.TD > 06/30/2018 ) )
- Can build on the Query concept - get information about student At Risk Points (STU.RP)
- KEEP STU IF RP > 10
- Add STU.RP to the Query above so that it reads:
LIST STU TST TCH STU.ID STU.NM STU.GR STU.RP TST.ID TST.PT TST.SS TST.PL TST.OT TST.TD TST.TA TCH.TE BY TCH.TE IF ( ( TST.ID = SBAC AND TST.PT = 1 AND TST.TA = "SPRG18" ) OR ( TST.ID = ELPAC AND TST.PT = 0 AND TST.TD > 06/30/2018 ) )
- Run the Query and the report
- Also possible to just get a list of students by grade level with at risk points greater than a given number
Example: LIST STU SN STU.NM GR RP BY GR IF RP > 20
Working With the Student List
When working with the list of students, the student records can be selected and Intervention records or Supplemental Attendance records can be created for them, or the Keep Students button can be selected and a query can be run for these students.
Alternatively, the Set button can be selected for a student. This is equivalent to “Getting” the student. Once a student is Set in Aeries Analytics, the user can navigate to a different part of the system to review that student’s records. In the below example we selected Set for Edward Cortes…
and then navigated to the Attendance page to view his attendance.
- Ability to Create Supplemental Attendance Records for students by using the Create Supp Att Rcds button on the Student List.
- Can select all students
- Can select individual students
- Can select specific grade levels
There is also the ability to Create Intervention Records for students by using the Create Intervention Rcds button on the Student List.
Student Groups can be linked to Aeries Analytics Indicators and will dynamically update with new students nightly or when indicators are manually processed.
Student Groups can be found within the School Info node in the navigation. To create a new dynamic student group click on the Add button, enter the Group Name, dates and Group Description if desired, and click on the Dynamic Analytics Group option. Click on the Insert button to add the Student Group.
Next select the Analytics Indicator(s) and Level(s) that will be used to populate this group. Additionally, staff members can be given Read access to this group in the Associated Staff Members tab. Click on the Save button when all selections have been made.
The list of students will be populated based on the Analytics Indicator and levels that were selected. Every time Analytics is re-processed (either nightly or manually) the Student Group list is updated. The Use this Group button can be used to KEEP the students in this group for further review or processing.