DLC Research Administrators showcased and shared the tools and resources they have developed and use to complete their day to day tasks. For more information about these tools and how they are used, please contact the presenter or DLC directly.
Tool Time: Tableau PI Financial Reporting – Liz Rietz (Sr. Business Systems Analyst, Media Lab), Dan Delgado (Human Resources Administrator, Biology), and Olu Brown (Director, Platform Engagement, IS&T) presented the tool developed for the Media Lab to streamline faculty financials reporting. Data is updated daily from the MIT Data Warehouse and reports are created for display in Tableau in real-time. Tool allows research administrators to view account direct balances, headcount reporting, expense details, and more, through tables and color-coded graphs.
ToolTime: Admin Metrics Report (Tableau) - Marwan Cheguenni (Business Systems Analyst, Media Lab) presented the Admin Metrics Report, used in monitoring of Swept Charges, Outstanding Travel Transactions and FRC completion rate. Data is pulled from the MIT Data Warehouse and google sheets, stored locally, and then reports are created daily for display as Tableau dashboards (accessible 24/7 from any device or web browser).
ToolTime: Easy Financial Projections - Tyler Brezler (Financial Administrator, Chemistry) presented Aureus, an Excel-based projection tool that eliminates most of the manual processes involved in financial forecasting and provide a user-friendly interface for tracking expenditures and encumbrances.
ToolTime Poster Session Tools and Presenters from March 20, 2018
Aureus: Financial Forecasting (Tyler Brezler, Chemistry) – Excel-based tool that eliminates most of the manual processes involved in financial forecasting and provides a user-friendly interface for tracking expenditures and encumbrances. PI-friendly charts and graphs provide a quick look at burn rates, expense allocations, personnel appointments and more.
Admin Metrics Report (Marwan Cheguenni, Media Lab) – used for monitoring of Swept Charges, Outstanding Travel Transactions and FRC completion rate; useful for overseeing activities in your area.
Cognos dashboard for Financial Transactions (Heather Finney, Sloan Finance) – used for oversight of financial transactions, including FRC, swept Pcard charges, and Unexpensed Travel.
Reporting and Forecasting (RAFT) prototype (Josh Freedman, Institute for Soldier Nanotechnologies) – basic reporting and projections using data from the warehouse. Features drill down capability into salary charges and the ability to report across any time periods.
Tableau Account Balances (Rebecca Mathews, Sloan Finance) – dashboard aggregates data from SAP, combined with Sloan’s SPD database, to show discretionary balances for faculty by individual and by department, as well as trends over time.
Tableau PI Financial Reporting (Liz Rietz, Media Lab) – PI Reporting tool in Tableau delivers a real-time view of individual PI account balances, proposals, RA/Staff headcount and salary/revenue forecasts. MIT’s data warehouse is the main source of information, coupled with analysts’ forecasts updated in google sheets.