Getting Started with the CSUMB Data Warehouse

From CSUMB Data Glossary
Jump to navigation Jump to search

This guide explains how to get started with the CSUMB Data Warehouse.

It describes how to sign in, navigate the interface and dashboards, work with favorites, and sign out.

Signing In to the CSUMB Data Warehouse

1.   While on the campus network or connected remotely through the GlobalProtect VPN, in the address field of your browser type: to bring up the Sign In page as shown below. If prompted, set your browser to allow pop-ups from this site. Bookmark this link for future use.

Note: We recommend using a screen with a resolution of at least 1080px.

2.   Enter your Otter ID and Password in the User ID and Password fields.

3.   Select the Accessibility Mode check box if you want content to be rendered in a browser in a way that facilitates the use of a screen reader.

4.   Click Sign In.

Screenshot illustrating Sign In page dialog. See narrative for more detail.

Navigating the CSUMB Data Warehouse

Using the Home Page

The Home page is the default Starting Page. From any other dashboard page, click Home on the Header to display the Home page.

Use the Header, which is always available at the top right of each page,  to quickly access routine tasks such as navigating the Dashboards menu and saving and accessing Favorites.

Use the Recent section to view dashboards that you have recently viewed.

Use the Most Popular section to see a list of recommended dashboards that other users with your same role view.

Screenshot displays location of Header, Recent, and Most Popular sections on Home page. See accompanying narrative for description.

Using the Header

Click the Home link to return to the Home page.

Use the Favorites drop down menu to manage and display your saved favorite dashboards (see section on Adding Dashboards to Favorites).

Use the Dashboards drop down menu to quickly navigate dashboard content organized around specific topics.

Use the Search boxes at the very top to find Dashboards using keywords.

Click the Down Arrow 🔻 next to your name in the Signed In As section of the header to view your account and set Preferences such as changing the Starting Page or turning on or off Accessibility Mode.

Header screenshot illustrating Search, Home, Favorites, Dashboards, and account settings dropdown. See accompanying narrative on page for descriptions.

Using the “Navigation and Help” Dashboard

In the Dashboards menu, the first dashboard listed under CSU Student Information Analytics is the Navigation and Help dashboard.

Snapshot illustrating location of Navigation and Help in Dashboards Menu. See accompanying narrative for description.

The Navigation and Help dashboard contains a Table of Contents of many of the other dashboards in the CSUMB Data Warehouse curated by topical area. It also contains links to Additional Resources such as Quick Start and Help Guides, a Dashboards Index searchable by keywords, IAR’s Data Glossary, IAR’s Data User Support, Release Notes, and to Submit a CSUMB Data Warehouse Ticket. You will also find information on when the Data Warehouse has been updated with new data.

Screenshot of Navigation and Help illustrating Table of Contents (Student Life Cycle Organization of Dashboards), Additional Resources, and Date Updated Information. See accompanying narrative for description.

Navigating Within the Dashboards

Within a dashboard, navigate to different pages and subpages using the Tabs along the top of the dashboard. Dashboard pages (located in the first row of the tab navigation) can have sub-pages within them that will be located in the second row of the tab navigation.

Screenshot illustrating dashboard tab navigation with pages and sub-pages. See accompanying narrative for description.

Dashboard Interactions

Interactive Dashboard Prompts

Interactive Dashboard Prompts available as dropdowns, radio buttons, and other types of selectors on the dashboards allow for multiple interactions including: filtering data, changing visualization views, selecting a report type, selecting a metric, or selecting a column to include in a group breakdown.

Use the Apply and Reset buttons to apply selections made in Interactive Prompts. After making your selections, click Apply for the dashboard to reload with your applied selections. You can use Reset to apply default or last applied values. Note: You must click Apply again after making a Reset selection.

Screenshot illustrating Interactive Prompts on Enrollment (Census) - Term Trends page. See accompanying narrative for description.


Links represent another type of interaction with dashboards. In a pivot table, links may allow you to drill into the data or to navigate to other related analyses. External links will open other web pages.

Often, below a graphic or pivot table on a dashboard, the Refresh, Print, and Export links are available.

  • Refresh will reload the analysis.
  • Print allows for a PDF or HTML layout for print.
  • Export allows for export of the data to PDF, Excel, Powerpoint, Web Archive, or CSV or Tab delimited format.
Screenshot illustrating link interactions on pivot table. See accompanying narrative for description.

Help links and additional linked resources such as CSUMB Data Glossary and Help Guides also link to external resources to help you interact with and interpret the data on dashboards.

Screenshot illustrating links for CSUMB Data Glossary and Help Links. See accompanying narrative for description.

Adding Dashboards to Favorites

  1. From the Dashboard, click the Favorites menu on the Header then click Add To Favorites.
  2. Dashboards you have saved to Favorites will appear in the Favorites menu.
Screenshot illustrating favorites dropdown in Header Navigation. See accompanying narrative for description.

Signing Out of the CSUMB Data Warehouse

When you have finished your session in the CSUMB Data Warehouse, click Sign Out in the Header.  Note: Do not close the browser window to sign out of the CSUMB Data Warehouse.

Screenshot illustrating Sign Out link. See accompanying narrative for description.