+ All Categories
Home > Documents > Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul...

Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul...

Date post: 26-Dec-2015
Category:
Upload: rose-newton
View: 213 times
Download: 0 times
Share this document with a friend
17
Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance
Transcript
Page 1: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

Saving and Preparing School Finance Data from GEMS

Comparing LE’s through ANB and Levies

Paul Taylor, OPI School Finance

Page 2: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

http://opi.mt.gov/Index.html

Page 3: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

http://gems.opi.mt.gov/Pages/Default.aspx

Page 4: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

Choose School Budget Reports then School Budget Dashboard

Page 5: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

Use the State/Legal Entity dropdown and pick your LE

Page 6: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

Scroll down to Property taxes right click the chart area (not the data) choose Report Type then Grid.

Page 7: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

Use the dropdown and choose Export to Excel.

Page 8: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

Open Excel and highlight the data to be graphed.

Page 9: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

1. Choose Insert.

2. Stacked Bar Chart.

Page 10: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

1. Right click data, Select Data Source and Switch Row / Columns.

Page 11: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

1. If you want a data table use quick tools or change chart type.

2. Don’t forget to add labels.

Page 12: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

1. On the School Budget Dashboard choose a school / right click on Budget Limitation ANB / Report type / Grid.

2. Use the dropdown and save to Excel. Repeat for additional schools.

Page 13: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

1. Place your data in one Excel spreadsheet assuring columns are lined up correctly.

2. Delete unneeded rows.

Page 14: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

1. Repeat the process for property taxes for all schools needed.

Page 15: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

1. Repeat the process for property taxes for all schools needed.

2. Add rows to the bottom of the spreadsheet with the following formula. =B4/B2 or the ratio of the General Fund Budget to the ANB.

Note: Budget Limitation ANB is not the most appropriate ANB to use for this comparison however, currently it is the ANB type available through GEMS.

Page 16: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

1. Create a graph to relate the schools data to each other.

Page 17: Saving and Preparing School Finance Data from GEMS Comparing LE’s through ANB and Levies Paul Taylor, OPI School Finance.

Here’s an example for Gallatin County.


Recommended