Data pushing developing dashboards to enable campus leaders to access data on demand
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Data Pushing: Developing Dashboards to Enable Campus Leaders to Access Data on Demand. November 7, 2013 John Standard UW-Parkside. Interactive Reporting: Purpose.

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Data pushing developing dashboards to enable campus leaders to access data on demand

Data Pushing: Developing Dashboards to Enable Campus Leaders to Access Data on Demand

November 7, 2013

John Standard

UW-Parkside


Interactive reporting purpose

Interactive Reporting: Purpose

  • “Deploy the Web-based Client function of Interactive Reporting to ensure that institutional data are standardized and made readily available to power users and other authorized users.”

    • Improve access to data to facilitate evidence-based discussion and decision-making and accountability

    • Interactively filter and query data on demand

    • Ensure accurate, consistent, and reliable data

OIE - Institutional Research


Dashboard development and data team

Dashboard Development and Data Team

  • Essential collaboration for developing definitions and parameters and, later, verifying data

  • Representatives from several functional areas, including:

    • Admissions

    • Budget Office

    • Campus Technology Services

    • Cashier’s Office

    • Financial Aid

    • Human Resources

    • Institutional Research

    • Registrar

OIE - Institutional Research


Interactive reporting project phases

Interactive Reporting: Project Phases

Phase I

Phase II

Reports and Dashboards for

Departments and Colleges (Deans’ KPIs)

Strategic Enrollment Management

Strategic Initiatives

  • Dashboards for Chancellor’s Key Performance Indicators (KPIs)

OIE - Institutional Research


Interactive reporting phase i

Interactive Reporting: Phase I

  • Chancellor and cabinet identified KPIs

  • Campus Data Team identified sources and definitions for KPI data

  • Office of Institutional Effectiveness and Campus Technology Services staff developed and published queries and dashboards

    • Utilized training from consultant

  • Published Eight Dashboards that present Chancellor’s KPIs grouped as:

    • Enrollment

    • Admissions

    • Entering Students

    • Financial Aid

    • Retention and Graduation

    • Degrees

    • Faculty

    • Financials

  • Provided demonstration on accessing and using dashboards

OIE - Institutional Research


Interactive reporting phase ii

Interactive Reporting: Phase II

  • Meet with individual colleges and other key stakeholders to gather requirements (Spring 2013)

    • Opportunity to demonstrate existing dashboards

  • Prepared and distributed listof standardized reports/dashboards (Spring 2013)

  • Designed and Test Reports/Dashboards (Spring/Summer 2013)

  • Start publishing reports/dashboards (Fall 2013 and beyond)

OIE - Institutional Research


Interactive reporting data sources

Interactive Reporting: Data Sources

  • Maintained by UW-System

  • 10th Day Data

  • Aggregated

RDS

SOLAR

(PeopleSoft)

CDR

Live Data

  • Additional Sources:

  • Other data warehouses (ie HRS)

  • Data imported to local data warehouse

  • Flat data files uploaded to Interactive Reporting

  • Images uploaded to Interactive Reporting

  • Maintained by UW-P

  • Previous Day’s Data

  • Snapshots of 10th Day/End of Term

  • Aggregated

OIE - Institutional Research


Interactive reporting pros cons

Interactive Reporting: Pros & Cons

  • Benefits:

    • Connection to live data warehouses

      • Ability to publish in the workspace as a job to eliminate manual updating

    • Use of existing, adapted Interactive Reporting queries

    • Group-based permissions for publishing on the workspace

    • Cost – An existing tool on campus (and in UW System)

    • Availability of resources for training and development

      • Utilized consultant for training and development on campus and at UW-Madison

  • Limitations:

    • Basic visualization capability

    • Challenge of doing calculations entirely within Interactive Reporting

      • Allows for automated updating

    • Development can be time consuming

    • No public-facing dashboards available

OIE - Institutional Research


Status today

Status Today

  • Access has been granted to:

    • Data Team

    • Chancellor’s Cabinet

    • Academic Deans

    • Department Chairs and Program Directors

    • Enrollment Management Staff

    • Graduate Parkside (Title III Grant Team)

  • Increased commitment to evidence-based planning

  • Eleven Dashboards Published

    • Approximately 1,500 views

      • Most viewed are enrollment, financials, entering student, faculty and staff, admissions, and financial aid dashboards

  • Several Other Dashboards in Development

    • Requests for both new dashboards and broader access

  • Change in volume of data requests?

OIE - Institutional Research


Dashboard demo

Dashboard Demo

OIE - Institutional Research


Questions or comments

Questions or Comments?

John Standard

[email protected]

OIE - Institutional Research


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