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Data Pushing: Developing Dashboards to Enable Campus Leaders to Access Data on Demand

Data Pushing: Developing Dashboards to Enable Campus Leaders to Access Data on Demand. November 7, 2013 John Standard UW-Parkside. Interactive Reporting: Purpose.

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Data Pushing: Developing Dashboards to Enable Campus Leaders to Access Data on Demand

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  1. Data Pushing: Developing Dashboards to Enable Campus Leaders to Access Data on Demand November 7, 2013 John Standard UW-Parkside

  2. 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 OIE - Institutional Research

  3. 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 OIE - Institutional Research

  4. Interactive Reporting: Project Phases Phase I Phase II Reports and Dashboards for Departments and Colleges (Deans’ KPIs) Strategic Enrollment Management Strategic Initiatives • Dashboards for Chancellor’s Key Performance Indicators (KPIs) OIE - Institutional Research

  5. Interactive Reporting: Phase I • 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 OIE - Institutional Research

  6. 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 listof standardized reports/dashboards (Spring 2013) • Designed and Test Reports/Dashboards (Spring/Summer 2013) • Start publishing reports/dashboards (Fall 2013 and beyond) OIE - Institutional Research

  7. Interactive Reporting: Data Sources • Maintained by UW-System • 10th Day Data • Aggregated RDS SOLAR (PeopleSoft) CDR 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 • Maintained by UW-P • Previous Day’s Data • Snapshots of 10th Day/End of Term • Aggregated OIE - Institutional Research

  8. Interactive Reporting: Pros & Cons • 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 OIE - Institutional Research

  9. Status Today • 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? OIE - Institutional Research

  10. Dashboard Demo OIE - Institutional Research

  11. Questions or Comments? John Standard standard@uwp.edu OIE - Institutional Research

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