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College of Agriculture

Power BI Instructions for Research Expenditures

Contact: Terri Fayle (tfayle@ksu.edu, 2-7255)

  • Research Expenditures are costs K-State has paid for research activity (research PCA code attached to the cost) from ALL fund sources.
  • https://powerbi.microsoft.com/en-us/
  • Click Sign In in the upper right hand corner.
  • If login is necessary, use your K-State or KSU email.  You will be redirected to a K-State page to login with your EID and password.
  • Choose Shared With Me on the left hand menu.
  • The "Owner" of Research Expenditures Reports is Research - Fayle.
  • Click on ResearchExpenditures_Published_Date for the reports.  With this filename, the name gets updated every time I republish the information.  This will be why you get an error when sometimes.  But you can still get to the 'new' republished version of the reports the way I've described above.
  • This information is ALL research expenditures regardless of project number, so it will include non-grant as well as grant.  Some tabs, however, do to the nature of the tab may include on grants (ex. the SRO tabs).
  • The different reports are shown as tabs across the bottom.
  • Your access is limited to only your departments.
  • If your Expenditures By Investigator are blank.  This can be built out for you but I will need your help by assigning all project numbers for your department to an Investigator.  Contact me and I will send you an excel file to get started.
  • The visualizations on each tab are dynamic.  For instance, if you make a selection on a table, the other visualizations on that tab will be updated to reflect only the choice made on the table.
  • Specific Report information:
    • These reports are created from the transaction detail used to respond to the National Science Foundation HERD (Higher Education Research and Development) Survey.  This Survey is responded to annually by K-State.  These transactions are RESEARCH transactions, do not include public service/extension or other activities, for all FIS projects (grant and non-grant).
    • All reports will only show you Org codes for which you have access to.
    • All reports can be filtered to show specific years, as well as other filters.  Use the Ctrl key to choose multiples.
    • All Ag & Non-Ag - all reported research expenditures, grant and non-grant, by college/department.
    • By Object - all reported research expenditures and sorted by object code.
    • Comparison to University - all reported research expenditures for your Org codes along with the total amount of research expenditures reported by K-State.
    • SRO Collected - SRO collected on research expenditures within your G FIS projects.
    • SRO Unrecovered - SRO NOT collected on research expenditures within your G FIS projects.
    • Expenditures By Investigator - all reported research expenditures sorted by researcher.  Allocating expenditures to each researcher was handled via spreadsheet that I emailed to you or your staff.  Each project had the lead PI identified only.  In the future I would be able to incorporate Allocation of Credit from Cayuse's IPF when that report is available.  But Allocation of Credit may not exactly align with expenditures to those PI's.  If you would like to manually do this, let me know.  It will have to be done by percentage to each faculty member.
    • SRO By Investigator - SRO/Indirect costs collected from the sponsor for each grant FIS project by Lead PI.  This is the 100% and is NOT a representation of distribution.  This is the SRO collected on your grant accounts only.  Takes SRO Collected above and breaks it out to PI's.
    • G Expenditures vs. SRO by Investigator - grant expenditures only showing the rate of recovery by PI/Department.  In other words, grant indirect costs charged divided by total grant costs charged.  Will be a higher rate for those recovering at or near the negotiated IDC rate.  Will be lower for those who recover less than the negotiated IDC rate.
  • Reports in the works:
    • SRO Unrecovered vs. Collected
    • Comparison of Department to College
    • Object code by faculty member over time
    • Comparison of Department SRO to College
  • Contact me for reports you would like to see added.
  • Under Export, you can export the reports you see to PDF, PowerPoint, or print.  The only way you can get the actual transaction detail is for me to email it to you.

Power BI via Mobile App

  • You can get the mobile app from App Store, Google Play, or direct from Microsoft.
  • Please be aware the views will be different.