Use the main KLRD navigation bar tabs to navigate away from the Expenditures dashboard to other main KLRD pages.
Use the Budget Navigation Bar (the lower, dark gray navigation bar) to navigate within the dashboard to find links, filters, a glossary of select budget terms, and agency information.
Use the Tableau Navigation Bar at the bottom of the dashboard to share content, download images or data, and toggle full-screen display of the dashboard.
Overview of Dashboard Content and Layout
The dashboard is split into two main columns, each containing two frames.
In the left column, the top frame (Overview ) provides an overview and basic comparison of selected budgets.
The bottom frame of the left column (Trends ) shows trends in actual expenditures for the ten most recent years of data.
The right column provides details for a particular budget version (e.g. Approved) and fiscal year. The two frames of the right column provide pie (Pie Chart) and bar (Bar Chart) charts that allow the data to be categorized in various ways.
Selecting a Budget Version
A budget version and year for which data should be displayed in the right column can be selected by clicking one of the data points in the Overview scatter plot.
Functionality and Interactivity
Tooltips (hover-over content)
Hover over any item (data point, pie segment, etc.) on the dashboard to reveal a tooltip containing additional details about the data.
Parameter Selection
Each dashboard frame has a choice of parameters that allow the information to be displayed in different ways. These parameters may be changed independently of one another, allowing the user to explore budget data from a variety of perspectives.
The budget selection parameter in the Overview frame allows the user to select budgets to compare (selecting one of the Overview budget data points will also select that budget version and fiscal year to be displayed in the Pie Chart and Bar Chart frames).
Each of the remaining frames (Trends, Pie Chart, and Bar Chart) provides a list of parameters to choose from that allow for different categorizations of expenditure data.
By default, the Trends frame shows the trend in State General Fund vs. All Other Funds actual expenditures, while the Pie Chart shows a breakdown of expenditures for each function of government, and the Bar Chart categorizes expenditures according to the major purpose for which funds are spent.
Dynamic content filtering
Dashboard frames interact to allow the user to filter the view based on selecting content in the frame. Selecting content in either the Pie Chart or Bar Chart filters the data shown throughout the dashboard based on the selection.
For example, clicking on the "Education" function of government sector in the Pie Chart will limit expendtitures to those agencies with an educational function for all other dashboard content; clicking on the "Capital Improvements" bar in the Bar Chart will limit expendtitures in other frames to expenditures used to make capital improvements.
Quick Filters menu
In addition to the interactive filters on the dashboard itself, the Quick Filters tab in the Budget Navigation Bar allows the user to quickly restrict all of the data displayed in the dashboard.
Selecting the Quick Filters tab opens a sidebar menu allowing the user to filter the view by Agency, Program, Fund, or Function of Government. These may be combined with additional filters for funding, major purpose, and expenditure category that can further restrict the view.
Combining Quick Filters permits views to be restricted in multiple ways at the same time, for example , only State General Fund expenditures on Salaries and Wages for a particular agency, program, or function of government.
Clearing applied filters
To clear a filter that has been applied by selecting an element in the dashboard (e.g. a section of the pie chart), simply click on the selected element a second time to de-select it.
To clear Quick Filter selections, select an appropriate dropdown category (e.g. select "All Funds" to clear filtering by "State General Fund"), or check "All" at the top of the Quick Filter menu to clear any existing filters and show all data.
Alternatively, reload the dashboard by clicking the page refresh button in your browser window.
Additional features
The Quick Links tab of the Budget Navigation Menu provides links to useful budget information resources.
The Glossary tab provides a list of definitions for select budget terminology.
The Agency Info tab allows the user to select an agency from a dropdown menu to see certain basic information for that agency.
To view the dashboard in fullscreen mode, click on the fullscreen button in the Tableau menu bar at the bottom of the dashboard.
Sharing Dashboard Views
Share the dashboard by clicking the three connected dots icon at the bottom of the page in the Tableau menu bar. This will bring up a dialog box with a link that may be copied or shared via email or by social media.
To share by email, click the email icon (envelope) to open an email with a link to the dashboard.
To share by social media, click the Facebook or Twitter icon and follow the prompts.
Sharing the current view
If filters are applied, or the dashboard otherwise differs from the default view, you can share the current view by selecting the "Current View" option. "Original View" will provide a link to share the default version of the dashboard.
Exporting Images and Data
To export an image or dashboard data, click on the download icon in the Tableau menu bar at the bottom of the dashboard and follow the prompts.
Troubleshooting Common Problems
Problem: I don't see any data.
Why is this happening? Data for current selections do not exist. This may be due to the following:
A budget version and year needs to be specified. How to fix this issue: select a budget version by clicking one of the data points in the Overview scatter plot.
Currently applied filters filter out all possible data for the current view. For example , the State General Fund only quick filter has been applied for an agency that does not have any ependitures from the State General Fund. How to fix this issue: clear any filters that could be causing the problem, or reload the dashboard by refreshing the page in your browser window.
