Wonderful world of data cleanup
This presentation is the property of its rightful owner.
Sponsored Links
1 / 35

Wonderful World of Data Cleanup PowerPoint PPT Presentation


  • 67 Views
  • Uploaded on
  • Presentation posted in: General

Wonderful World of Data Cleanup. Keenan & Mona. Session starters. Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference

Download Presentation

Wonderful World of Data Cleanup

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Wonderful world of data cleanup

Wonderful World of Data Cleanup

Keenan & Mona


Session starters

Session starters

Please silence all cell phones

Please hold questions for question breaks

Please state your name and organizationwhen asking a question

PowerPoints and handouts are available at www.csoresearch.com/csoconference

Sit back, relax and let’s have some fun!


Overview

Overview

  • Creating Effective Reports for Data Cleanup

    • Reporting Overview

    • New Reporting Features

  • Using Excel to Analyze System Data

    • Identify/Remove Duplicate

    • Excel Tips & Tricks

  • Cleaning Up Your Database

    • Mass Change/Mass Delete

    • Uploads

    • Best Practices & Site Management


Effective reporting

Effective Reporting

  • Using the Right Reporting Tool

    • Know when to look for system activity vs. reports

  • Tracking System Activity (Activity Log)

    • Used for Tracking Events within the system

      • Tools – Activity Logs

      • Login activity, Jobs Viewed, Profile edits, emails, etc.

    • Set up Activity Log as a sentence:

      User Source (Subject) -> Action Performed (Verb) -> Action Target (Direct Object)


Effective reporting reports

Effective Reporting (Reports)

  • Used to Track User Profiles and Record information, as opposed to their activity within the site.

  • Know which database to search in!

    • Every type of record in the site is stored in its own type of database

    • When running reports, make sure to search within the right one.


New reporting features

New Reporting Features!

  • One-Click Reporting

    • Subjects not normally available, or easily accessible within the reporting tool.

  • Export Searches to Excel

    • Easy way to get a quick headcount of a certain list, without having to set up a new complete report.

    • Available for most every results list!


Export to excel

Export to Excel


Organizing data in excel

Organizing Data in Excel

You have your report data.. Now what?

  • Example: Remove Duplicates

    • Conditional Formatting - > Highlight Duplicates

    • Sort by formatting to organize the duplicates in a batch

    • Remove Duplicates


Report duplicates

Report Duplicates


Wonderful world of data cleanup

Cleaning Up Your Database!


Mass change

Mass Change

Easy way to change information for a large amount of records at once!

Tools>Reports>Mass Change


Mass change1

Mass Change

Step 1:

- Select Mass Change Query Type

What type of change do you need to perform?

- Select Database of Change

What database will you be making the changes from?


Mass change2

Mass Change

Step 2: Select Field to Change

  • Can only change from one value to another (with the exception of Birthdate and Password)

  • Cannot change to a null value.

  • Cannot change from a null value.


Mass change3

Mass Change

Step 3: Select Criteria to narrow down your audience


Mass change4

Mass Change

Step 4: Review List


Mass change5

Mass Change

Step 5: Confirm Selection


Mass delete

Mass Delete

Easy way to purge records in bulk!

Tools>Reports>Mass Delete


Mass delete1

Mass Delete

Step 1:

- Select Query Type

What database do you want to delete from?

- Select Database Records to Delete

What information do you want to delete?


Mass delete2

Mass Delete

Step 2: Select Criteria to narrow down your audience


Mass delete3

Mass Delete

Step 3: Review List

Step 4: Confirm Selection


Uploads

Uploads

  • Keep student records up to date using Custom Student Uploads

  • Can be done from Administrator end

  • Uploads can be manual or automated


Uploads1

Uploads

  • Manual Upload

    • Manual uploads must be set up manually each time under Tools>Uploads.

    • Unlimited amount of uploads.

  • Automated Upload (sFTP)

    • Only need to set up the upload once and uploads run automatically.

    • You choose what fields to upload.

    • You choose the frequency of the upload.


Uploads2

Uploads

Common Fields to Update:

  • Classification

  • Address Information

  • Majors

  • Grad Month and Year


Uploads3

Uploads

Important things to note about uploads

  • File must be in .csv format

  • Must match by a unique identifier (e.g. Student ID, Record ID, Username)

  • Values from school system must match values in CSO system


Uploads4

Uploads

Questions?

Contact your CRM for more information and assistance

Visit the Custom Student Upload Instructions page:

http://www.csoresearch.com/services_main/customstudentupload.aspx


Managing site settings

Managing Site Settings

Rundown on common Tools/Setup items that require maintenance

  • Email Templates

  • Codes

  • Internship Timeline terms

  • Resource Library


Updating email templates

Updating Email Templates

  • CSV Icon - Update merge codes

  • Word Doc Icon – Download default template/customize wording

  • Green man icon – Indicates a customized template/download customized template to revise


Updating codes

Updating Codes

Keep your field lists up-to-date!

  • Code Type: What field do you want to update?

  • Values: List of existing codes (active and inactive)

  • Code Display Text: Code name

  • Code is Active: If checked, value will appear in field. If not checked, value will be inactive and not appear as an option.

  • Update Selected Code: Update existing code

  • Add as New Code: Add a brand new code


Updating timeline terms

Updating Timeline Terms

  • Inactivate old timeline terms under Tools>Setup>Timeline Terms

  • Click Edit and uncheck Active box

Removes term from list when user is reporting a new

co-op/internship hire


Updating resource library

Updating Resource Library

  • Update existing resources under Tools>Resource Library

  • Delete old resources

  • View/Reset counter


Wonderful world of data cleanup

Questions?


Best practices

Best Practices

  • Review old Admin accounts

    • Inactive old accounts

  • Updating Banner

    • Newer/Sleeker designs

    • Updating Contact information

    • Visit our Marketing Page for ideas!

  • Updating Memos

    • Update wording throughout site

    • Update contact information/Policy changes


Summary

Summary

  • Creating Effective Reports for Data Cleanup

    • Reporting Overview

    • New Reporting Features

  • Using Excel to Analyze System Data

    • Identify/Remove Duplicate

    • Excel Tips & Tricks

  • Cleaning Up Your Database

    • Mass Change/Mass Delete

    • Uploads

    • Best Practices & Site Management


Wonderful world of data cleanup

Questions?


Thank you for attending

Thank you for attending!

If you have any additional questions, please contact the Support Team or your CRM.

What’s next?

Safe journey home!


  • Login