Upload
others
View
3
Download
0
Embed Size (px)
Citation preview
IR’s Dash to Develop Dashboardsand Data Visualizations
Rich HetheringtonAssociate Director
Merima BabicResearch Analyst
Data Analysis and Reporting
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
Located in Philadelphia, Pennsylvania
17 Schools/Colleges
5 Professional Schools
9 Campuses (including Rome & Japan)
500+ Academic Programs
39,000+ Students
Over 3,500 Faculty
Cohort size: Approximately 5,000 students
www.temple.edu/ira
Temple University At-A-Glance
Temple At-A-Glance
Intro - Framework
Content – Metric
Selection
Dashboard Design
Tools
Excel’s Tech Tool Box
Demonstration –
Temples IRA Dashboard
Questions
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
Introduction - Framework
Dashboards vs. written reports
IR’s role in dashboard development
Identify your audience
Dashboard metrics tied to university policy
Temple At-A-Glance
Intro - Framework
Content – Metric
Selection
Dashboard Design
Tools
Excel’s Tech Tool Box
Demonstration –
Temples IRA Dashboard
Questions
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
De-mystifying metric types:
Tactical
Strategic
Operational
Longitudinal Trends
Key Figures
Indicators – good or bad?
Actionable indicators
Meet a threshold
Directional
Content – Metric Selection
Temple At-A-Glance
Intro - Framework
Content – Metric
Selection
Dashboard Design
Tools
Excel’s Tech Tool Box
Demonstration –
Temples IRA Dashboard
Questions
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
Content – Metric Selection
Making sense of your dashboardTemple At-A-Glance
Intro - Framework
Content – Metric
Selection
Dashboard Design
Tools
Excel’s Tech Tool Box
Demonstration –
Temples IRA Dashboard
Questions
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
User Interface
Dashboard essentials:
Navigation
Segmentation
Criteria selection
Art of displaying data
Appropriate visual design
Images for segmented identification
Dashboard Design
Temple At-A-Glance
Intro - Framework
Content – Metric
Selection
Dashboard Design
Tools
Excel’s Tech Tool Box
Demonstration –
Temples IRA Dashboard
Questions
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
Shopping around vs. In-house tools
Select a tool that works for you
Associated costs
Amendable based on user demand
Learning curve
Excel
Functionality
Data connectivity
Customization
Sharing capabilities
Tools
Temple At-A-Glance
Intro - Framework
Content – Metric
Selection
Dashboard Design
Tools
Excel’s Tech Tool Box
Demonstration –
Temples IRA Dashboard
Questions
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
Developer Version
Data tab
Mechanics tab
Excel’s Tech Tool Box
Temple At-A-Glance
Intro - Framework
Content – Metric
Selection
Dashboard Design
Tools
Excel’s Tech Tool Box
Demonstration –
Temples IRA Dashboard
Questions
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
Data Validation
VLOOKUPS Syntax: =VLOOKUP (value, table, col_index, [range_lookup])
Example:
Excel’s Tech Tool Box
Temple At-A-Glance
Intro - Framework
Content – Metric
Selection
Dashboard Design
Tools
Excel’s Tech Tool Box
Demonstration –
Temples IRA Dashboard
Questions
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
VBA
Hiding columns
Hiding charts
Excel’s Tech Tool Box
Temple At-A-Glance
Intro - Framework
Content – Metric
Selection
Dashboard Design
Tools
Excel’s Tech Tool Box
Demonstration –
Temples IRA Dashboard
Questions
Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards
Temple IRA Dashboard
Intro - Framework
Temple At-A-Glance
Content – Metric
Selection
Dashboard Design
Tools
Demonstration
Conclusion
Questions
Questions?