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NiUG Asia Pacific Discovery Conference
12-14 September 2016
1
VISUALISE YOUR DATAMICHELLE LELEMPSIS, CAUSEIS
YOUR PRESENTERI LOVE DATA
Michelle LelempsisLead Solutions Consultant
Worked with iMIS for over 12 yearsData Analyst by default!
Help organisations drive decisions through data driven evidence
Helped organisations increase retention, improve efficiency through data analytics
Contact meEmail: michelle@causeis.com.au
Mobile: 0404 092 105 Twitter: mlelempsis
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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POWER SESSION AGENDAVISUALISE DATA
Why use Dashboards and Charts to visualize your data?
Understanding iMIS Staff Sites for Dashboards
Let’s build them• Update the standard dashboard
• Create a new dashboard
• Staff Assigned Activities
POWER SESSION AGENDAVISUALISE DATA
To access all of the videos from today’s Power Session on Visualise your data with dashboards please visit:
www.causeis.com.au/videos
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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WHY USE DASHBOARDS? DISCOVER THAT INFORMATION IS BEAUTIFUL
“Discover that information is beautiful”
• Information is beautiful
– Visualisation gives clarity and simpler problem solving
– Simplify the information and remove the clutter
– You can associate patterns and connections through colour
David McCandless:The beauty of data visualizationTED Talk, 2010 http://www.ted.com/talks/david_mccandless_the_beauty_of_data_visualization
WHY USE DASHBOARDS AND CHARTS TO VISUALISE DATA?DISCOVER THAT INFORMATION IS BEAUTIFUL
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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According to Gartner the top CIO priority for 2015 is Business Intelligence and Data Analytics
"The power of data will unlock possibilities for you, your business and customers.“
Chris Riddell
WHY USE DASHBOARDS AND CHARTS TO VISUALISE DATA?DISCOVER THAT INFORMATION IS BEAUTIFUL
ASI 2016 Benchmarking Report
HIGHEST PRIORITY“Increasing member engagement, retention,
and new member acquisition.”
GREATEST CHALLENGE “Inability to measure member engagement
and inadequate reporting tools.”
WHY USE DASHBOARDS AND CHARTS TO VISUALISE DATA?DISCOVER THAT INFORMATION IS BEAUTIFUL
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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• iMIS 20 Staff Sites provides your organisation with the tools
• Simple iQA Reports can be turned into insightful dashboards
• Develop beyond the template
• Create dashboards for your Executive and Board
WHY USE DASHBOARDS AND CHARTS TO VISUALISE DATA?DISCOVER THAT INFORMATION IS BEAUTIFUL
• So what are the prerequisite?
– You should have an understanding of your database and data definitions
– You need to learn or be familiar with iQA and Business Objects
– Need administrator access to your iMIS Staff Sites to publish changes
– For advanced dashboards you may need SQL Server access to create a SQL View for the report (if too complex for iQA)
WHY USE DASHBOARDS AND CHARTS TO VISUALISE DATA?DISCOVER THAT INFORMATION IS BEAUTIFUL
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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STAFF SITE OVERVIEW KEY CONCEPTS
Staff Sites Overview: Key Concepts
STAFF SITE OVERVIEW KEY CONCEPTS: SITE MAP
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12-14 September 2016
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• Site Builder allows you to manage sitemap navigation, websites, and URL shortcuts.
• Every iMIS RiSE website has a corresponding sitemap, in which you define a hierarchy of navigation items. Each navigation item defines the behavior of a single link to a web page of some sort, which can be:– A content record located anywhere in the Page Builder content folder
hierarchy. At run time on the website, IIS provides the rendered .aspx version of the most recently Published version of that content record.
– A manually coded .aspx or .html file located anywhere in the IIS Physical Path associated with the IIS application that is used for hosting iMIS RiSE websites.
– A page located on an external website completely outside of the iMIS RiSEenvironment.
STAFF SITE OVERVIEW KEY CONCEPTS: SITE MAP
STAFF SITE OVERVIEW KEY CONCEPTS: MANAGE CONTENT OR PAGE BUILDER
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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STAFF SITE OVERVIEW KEY CONCEPTS: MANAGE CONTENT OR PAGE BUILDER
You can use Page Builder to define the objects that secure, organize, and collect your content, and that assist with managing web content authoring activities.
STAFF SITE OVERVIEW KEY CONCEPTS: IPARTS AND CONTENT GALLERY
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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STAFF SITE OVERVIEWKEY CONCEPTS: IPARTS AND CONTENT GALLERY
STAFF SITE OVERVIEW KEY CONCEPTS: PROGRESS TRACKER
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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STAFF SITE OVERVIEW KEY CONCEPTS: PROGRESS TRACKER
With Progress Tracker, you can visually display progress towards a goal based on the results of an IQA query.
STAFF SITE OVERVIEW KEY CONCEPTS: QUERY CHART VIEWER
The Query Chart Viewer content item displays query results in a chart, which can be set to a range of sizes, skins, and chart types.
AreaBar - HorizontalBar - Vertical
BubbleDonutLinePie
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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STAFF SITE OVERVIEW KEY CONCEPTS: QUERY CHART VIEWER
Area
STAFF SITE OVERVIEW KEY CONCEPTS: QUERY CHART VIEWER
Bar - Horizontal
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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STAFF SITE OVERVIEW KEY CONCEPTS: QUERY CHART VIEWER
Bar - Vertical
STAFF SITE OVERVIEW KEY CONCEPTS: QUERY CHART VIEWER
Bubble
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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STAFF SITE OVERVIEW KEY CONCEPTS: QUERY CHART VIEWER
Donut
STAFF SITE OVERVIEW KEY CONCEPTS: QUERY CHART VIEWER
Line
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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STAFF SITE OVERVIEW KEY CONCEPTS: QUERY CHART VIEWER
Pie Chart
STAFF SITE OVERVIEW KEY CONCEPTS: IQA
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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STAFF SITE OVERVIEW KEY CONCEPTS: IQA
Intelligent Query Architect (IQA) is a query-building tool provided with IMIS that offers simple access to iMIS data for reporting, mailings, or letter and email merges and provides the ability to create sophisticated queries against the iMIS database even if you have limited experience with SQL.
IQA simplifies query-building tasks by providing a user-friendly interface that makes it easy for a user with limited SQL experience to build queries and reports.
STAFF SITE OVERVIEW KEY CONCEPTS: DASHBOARD IPARTS
Important information before you begin modifying staff sites!
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Let’s move from Excel reports to Beautiful Dashboards!
LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Exercise 1:Update the standard dashboards
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
• Updating the existing default dashboard
• First dashboard that you should update
• Standard dashboard may not have your organisations definitions nor be relevant
• Review each chart and update
LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Summary of exercise 1 steps:
1. Enable Easy Edit 2. Select “Edit Source Query” 3. Update and Save 4. Refresh page
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Let’s complete the exercise
LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Exercise 2:Create a new dashboard
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
• The first exercise shows how to update queries but what if you want to add/remove charts? And keep it upgrade proof!
• Exercise two is to clone the existing dashboard, update to improve functionality and use.
LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Summary of exercise 2 steps:
1. Clone the Community Dashboard 2. Build new iQA Queries for the charts and reports 3. Update the charts with the new queries 4. Publish 5. Create a new sitemap link
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Let’s complete the exercise
LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Exercise 3:Create a dashboard that shows the user their assigned activities
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
• Activities are important for tracking engagement and contact with your customers, members and donors.
• Your organisation may be using the Assigned Activities in iMIS Desktop
• Let’s create a dashboard that shows the logged in user their activities that are assigned to them.
LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Summary of exercise 3 steps:
1. Build new iQA Queries for the charts and reports 1. List of all assigned activities 2. Count of all assigned activities 3. Count of all outstanding activities
2. Clone the Community Dashboard 3. Publish 4. Create a new sitemap link
NiUG Asia Pacific Discovery Conference
12-14 September 2016
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LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES
Let’s complete the exercise
VISUALISE YOUR DATA READING LIST
ASI 2016 Benchmark Report 2016 Global Benchmark Report: Fundraising Performance http://www.advsol.com/ASI/IMIS20/resources/library/Resources/library.aspx
ASI 2016 Benchmark Report 2016 Global Benchmark Report: Membership Performancehttp://www.advsol.com/ASI/IMIS20/resources/library/Resources/library.aspx
The beauty of data visualizationDavid McCandless: TED Talk, 2010 http://www.ted.com/talks/david_mccandless_the_beauty_of_data_visualization
Marketing General The 2016 Membership Marketing Benchmarking Reporthttp://www.marketinggeneral.com/knowledge-bank/reports/
ASI Help Site Tailoring the Staff site: http://help.imis.com/q42015/Implementation/Configuration/Tailoring_the_Staff_site.htmBuilding iQA Queries: http://help.imis.com/q42015/Features/RiSE/IQA__Intelligent_Query_Architect_/Tutorials_Building_IQA_queries.htm
NiUG Asia Pacific Discovery Conference
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WITH THANKS TO OUR SPONSORSNIUG DISCOVERY CONFERENCE
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