MICHELLE LELEMPSIS, CAUSEIS - NiUG Presentations/Power...NiUG Asia Pacific Discovery Conference 12-14 September 2016 1 VISUALISE YOUR DATA MICHELLE LELEMPSIS, CAUSEIS YOUR PRESENTER

NiUG Asia Pacific Discovery Conference

12-14 September 2016

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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: [email protected]

Mobile: 0404 092 105 Twitter: mlelempsis



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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



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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



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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


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.”




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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


• 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)




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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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• 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



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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



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STAFF SITE OVERVIEWKEY CONCEPTS: IPARTS AND CONTENT GALLERY

STAFF SITE OVERVIEW KEY CONCEPTS: PROGRESS TRACKER



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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



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Area


Bar - Horizontal



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Bar - Vertical


Bubble



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Donut


Line



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Pie Chart

STAFF SITE OVERVIEW KEY CONCEPTS: IQA



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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!



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LET’S BUILD BEAUTIFUL DASHBOARDSIMIS Q4 STAFF SITES

Let’s move from Excel reports to Beautiful Dashboards!


Exercise 1:Update the standard dashboards



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• 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


Summary of exercise 1 steps:

1. Enable Easy Edit 2. Select “Edit Source Query” 3. Update and Save 4. Refresh page



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Let’s complete the exercise


Exercise 2:Create a new dashboard



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• 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.



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



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Exercise 3:Create a dashboard that shows the user their assigned activities



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• 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.



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



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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



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WITH THANKS TO OUR SPONSORSNIUG DISCOVERY CONFERENCE

Documents

MICHELLE LELEMPSIS, CAUSEIS - NiUG Presentations/Power...NiUG Asia Pacific Discovery Conference 12-14 September 2016 1 VISUALISE YOUR DATA MICHELLE LELEMPSIS, CAUSEIS YOUR PRESENTER