NWEUG 2016 HIGHER ED DATA VISUALIZATION USING TABLEAU

NWEUG 2016 HIGHER ED DATA VISUALIZATION USING TABLEAU Kenneth M. Brown Whitworth University July 14, 2016 Analytics and Reporting Forest Grove, Oregon

SESSION RULES OF ETIQUETTE Please turn off your cell phone/pager If you must leave the session early, please do so as discreetly as possible Please avoid side conversation during the session Thank you for your cooperation! NWEUG 2016

INTRODUCTION Explore data analysis and visualization examples and applications in direct support of Admissions, Institutional Advancement, Retention and Business Office and Departmental budgeting and budget analysis. Will highlight the effective use of Tableau to aid daily departmental operations as well as in support of Strategic Planning, Institutional Research and Institutional Effectiveness. Gain insight into what the use of Tableau can bring to your institution along with how it can integrate into your operational environment. NWEUG 2016

SESSION AGENDA 1. Introduction to data analytics, visualization and data informed decision making 2. Whitworth’s systems and analytics environment 3. Examples of data analytics at Whitworth 4. Demonstrations 5. Question? NWEUG 2016

INTRODUCTION TO DATA ANALYTICS The use of data analytics and visualization as part of a continuum of business intelligence capabilities to enable data informed analysis and decision making. NWEUG 2016

INTRODUCTION TO DATA ANALYTICS Business Intelligence as a Continuum Descriptive: Informing and creating awareness of what happened Diagnostic: Analyzing and Experimentation to understand why it happened Predictive: Determining what will happen Prescriptive: What actions can we take to make it happen NWEUG 2016

INTRODUCTION TO DATA ANALYTICS A few of the areas that we are directly supporting through analytics and visualization Strategic Planning: Informing and tracking progress towards goals Admissions: Goal setting, territory management forecasting, tracking progress, understanding trends, testing hypothesis, funnel management Advancement: Campaign support and modeling, list management, predictive modeling, tracking, reporting Business Office: Student accounts payable management, budget development and modeling, revenue and expense attribution and forecasting Academic Affairs: Program costs, course/section planning and management, student/course performance, retention alerting, modeling and projecting, Student and Residence Life: Dorm and board tracking, planning, student activities, student support services Institutional Research: Fact Books, university metrics and reporting, planning and analysis, survey analysis, data preparation for upload NWEUG 2016

WHITWORTH’S SYSTEMS AND ANALYTICS ENVIRONMENT NWEUG 2016

WHITWORTH’S SYSTEMS AND ANALYTICS ENVIRONMENT Primary Applications in use Ellucian Colleague ERP for GL, BO, HR, Payroll, A/P, Student, Registrar, Advancement, etc. (UNIX, Uni. Data) Microsoft Dynamics based Enrollment Management system and Sales. Force. com (soon to be replaced by Slate) Blackboard Qualtrics Data repositories and data sets MS SQL based Data Warehouse (nightly extracts from ERP, Enrollment Management) Text, . csv and. xlsx extract files MS SQL Server databases Reporting and analytics tools Informer Tableau Alteryx NWEUG 2016

DATA FLOWS Colleague Informer Reports Excel Extracts Data Warehouse Dynamics and Slate Text, . csv files Alteryx Tableau Qualtrics Models Dashboards What if’s NWEUG 2016