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You will develop an Excel spreadsheet with 5-year trend data on a variety of key performance
indicators and budget items showing the financial status of the selected institution.
The US Department of Education’s National Center for Education Statistics coordinates the
Integrated Postsecondary Education Data System (IPEDS) surveys every year. The IPEDS
surveys are federal requirements of all institutions that receive Title IV aid. IPEDS data are
especially helpful for enrollment and budget analysts to compare their institutions with
peer institutions. Use link: Retrieving IPEDS Data for Selected Institutions in the
Learn section for a helpful video tutorial with the step-by-step instructions.
In this assignment, you will download data that are publicly available from IPEDS (if you cannot
locate the information from your own institution’s website). Use the most recently available 5
years of reported data for the following most important key performance indicators and budget
data that must be included in the spreadsheet:
1. Fall Enrollment
• Student Financial Aid and Net Price
• Number of undergraduate students awarded federal, state, local, institutional or
other sources of grant aid
• Percent of undergraduate students awarded federal, state, local, institutional, or
other sources of grant aid
• Average amount of federal, state, local, institutional, or other sources of grant aid
awarded to undergraduate students
• Number of undergraduate students awarded federal student loans Other capital assets – ending balance
You are welcome to provide additional information as a means of preparing broader context
about the institution. Because of the amount of details required for this budget assignment, it is
recommended that you use multiple worksheets within the same Excel file instead of placing all
the data into the same worksheet.
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