data pushing: developing dashboards to enable campus leaders to access data on demand november 7,...
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Data Pushing: Developing Dashboards to Enable Campus
Leaders to Access Data on Demand
November 7, 2013John Standard
UW-Parkside
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OIE - Institutional Research
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
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OIE - Institutional Research
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
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Interactive Reporting: Project Phases
Phase I• Dashboards for
Chancellor’s Key Performance Indicators (KPIs)
Phase II• Reports and
Dashboards for
– Departments and Colleges (Deans’ KPIs)
– Strategic Enrollment Management
– Strategic Initiatives
OIE - Institutional Research
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• 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
Interactive Reporting: Phase I
OIE - Institutional Research
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OIE - Institutional Research
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 list of standardized reports/dashboards (Spring 2013)
• Designed and Test Reports/Dashboards (Spring/Summer 2013)
• Start publishing reports/dashboards (Fall 2013 and beyond)
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OIE - Institutional Research
Interactive Reporting: Data Sources
CDR
SOLAR(PeopleSoft)
RDS
• Maintained by UW-System
• 10th Day Data• Aggregated
• Maintained by UW-P• Previous Day’s Data• Snapshots of 10th
Day/End of Term• Aggregated
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
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• 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
Interactive Reporting: Pros & Cons
OIE - Institutional Research
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OIE - Institutional Research
• 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?
Status Today
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OIE - Institutional Research
Dashboard Demo