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Page 1 of 15 Doc # Tableau_4_v2 Persistence and Completion Data Dashboards
CHAPTER 4
Persistence and Completion Data Dashboards
Authors & Contributors
Department Name
Research & Grants Cathy Copeland
Research & Grants Grayson Court
Research & Grants Sarah Chandler
Periodic Review Annual or as needed
Revision History
Department Required Name Date
Research & Grants Grayson Court 9/14/2017
Research & Grants Grayson Court 6/15/2018
Research & Grants Sarah Chandler 1/14/2020
This document is part of Lake Washington Institute of Technology Standard Operating Procedures Library developed by Research & Grants. The Library provides version history and access to materials and discussions captured during protocol development.
1.0 Scope: The purpose of this guide is to help a user navigate within data dashboards
in the Tableau Server.
2.0 Materials/Software/Supplies:
2.1. Computer with Internet access through browser.
2.1.1. Some browsers are more compatible with this software than others. Please
use Chrome, if possible.
2.2. Tableau Desktop software
2.3. Tableau server login information.
2.3.1. You must attend training to obtain a log-in to the server.
3.0 Equipment:
3.1. Computer with internet access
4.0 Safety:
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4.1. Remember to take frequent breaks from computer use to prevent eye strain!
5.0 Procedure – Viewing the Dashboard Persistence and Completion - Overall
5.1. Please see Chapter 2 for detailed instructions on how to navigate to the
community dashboards.
5.2. Within the project titled Core Theme: Student Achievement, select the workbook
titled Persistence and Completion – Overall.
5.3. Once you are in the workbook, select the dashboard titled Persistence and
Completion – Overall (Figure 1).
Figure 1
5.4. After clicking on the dashboard thumbnail, you will be redirected to the primary
dashboard. Here you will see data and statistics of all new students who entered
the college based on their entering quarter. This includes the full entering cohort,
enrollment and persistence by quarter, overall completion rate, running total of
students who completed by quarter, awards by title, average quarters enrolled,
and percentage of students who earned college-level credit. Please see Figure 2
for a sample of what you might see.
5.4.1. All data and statistics visible on the dashboard are in context of the
entering cohort selected. In this case, 1,227 new students enrolled in
the college in Fall 2015. Of those students, 45.6% returned in Fall 2016
and 151 earned a degree or certificate by Spring 2017.
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Figure 2
5.5. To learn more about what the data means, hover over the yellow lightbulb in the
top, right-hand corner, highlighted in Figure 2.
5.5.1. A pop-out image will show on your screen titled “What does the data
mean?” providing additional details of the statistics and analysis within
the dashboard. Please see Figure 3 for an example of what you might
see.
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Figure 3
6.0 Procedure – Filtering the Dashboard
6.1. To select a new group of students to study, select the filter in the top left-hand
corner titled “Entering Cohort”. Scroll down and select a new entering quarter:
“B672 – Fall 2016”. (See Figure 4 below). The dashboard has now completely
updated to reflect only students who first entered the college in Fall 2016. The
categories have remained the same, but the new data and statistics have been
updated. (See Figure 5 below)
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Figure 4
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Figure 5
6.2. To view student outcomes for only degree-seeking students, select the filter
“Award-Seeking” and scroll down to “Award-Seeking”. Select “Award-Seeking”.
The dashboard will now update to reflect students who first entered the college
as degree-seeking students in Fall 2016. See Figure 6 for an example of what
you might see.
6.2.1. In this example, 364 students first entered the college in Fall 2016 with
the intent to earn an academic award. Of those students, 59.9%
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continued to stay enrolled in Fall 2017 and 22 earned an award by
Spring 2017.
6.2.2. Student intent, enrollment status, and award-seeking status are based
on the student’s intent during their first quarter of enrollment. If the
student decided later to take courses part-time, they will continue to be
included as part of this entering cohort even though they did not have
full-time status in the following quarters.
Figure 6
6.3. To view student outcomes by race/ethnicity, select the filter “Race/Ethnicity”,
unselect the boxes “White” and “Not Reported”, then select the button “Apply”.
The dashboard will now update to reflect only degree-seeking students of color
who first entered the college in Fall 2016. See Figure 7 for an example of what
you might see.
6.3.1. You will notice the title of the “Race/Ethnicity” filter states “multiple
values”. This refers to multiple race/ethnicities selected, just not all
categories.
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Figure 7
5.1. To restart your analysis, select “Revert” to clear out all filters. Please refer back
to Chapter 2 for details about this step.
7.0 Procedure – Viewing the Dashboard Persistence and Completion - Programs
7.1. Please see Chapter 2 for detailed instructions on how to navigate to
dashboards.
7.2. From the Persistence and Completion – Overall dashboard, navigate back to the
project Core Theme: Student Achievement using the navigation bar at the top of
your account. (see circled image in Figure 8)
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Figure 8
7.3. Within the project titled Core Theme: Student Achievement, select the workbook
titled Persistence and Completion – Programs.
7.4. Once you are in the workbook, select the dashboard titled Persistence and
Completion – Programs (Highlighted in Figure 9)
Figure 9
7.5. After clicking on the dashboard thumbnail, you will be redirected to the primary
dashboard. Here you will see data and statistics of all new students who entered
each program. This includes the same categories as the dashboard Persistence
and Completion – Overall. Please see Figure 10 for a sample of what you might
see with Accounting as a sample.
7.5.1. For more information on how programs are classified using Educational
Program Codes (EPC), please see “Chapter 3 – Tableau Dashboard
Navigation.”
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Figure 10
7.6. Unlike the dashboard Persistence and Completion – Overall, this analysis is
restricted to enrollment within the academic program selected only, and does
not include enrollment in other programs if the student had prior history at the
college.
7.6.1. If a student began in Accounting but decided to change to Welding,
they will show up in both programs but in different entering cohorts (two
separate programs).
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7.6.2. The entering cohort refers to the first quarter that students are enrolled
in the program selected, not the college.
7.6.3. When reviewing persistence rates, this reflects the percentage of the
entering cohort enrolled in each preceding quarter within the program
selected. This does not refer to quarter-to-quarter retention, students
may leave and return in following quarters and/or years. If a student
moves to another program, they will no longer show up in this table. This
is similar to average quarters enrolled.
7.6.3.1. When viewing this dashboard, it is important to view any drops in
persistence alongside completion rates.
7.6.4. Overall completion rates calculate the percentage of the entering
cohort within the program who received any academic award at the
college, and may include awards outside of the program selected.
Similarly, quarterly completion calculates the running total (unduplicated
count) of academic awards each quarter earned by the entering cohort
and may also include awards outside of the program selected.
7.6.5. In this example, 19 students entered the Accounting program in Fall
2015 and 47.4% continued to enroll in the program in Fall 2016.
7.7. To select a new program to study, select the filter in the top left-hand corner
titled “Academic Program”. Scroll down and select a different program: “Culinary
& Baking Arts”. (See Figure 11 below). The dashboard has now completely
updated to reflect only students who first entered the Culinary & Baking Arts
program in Fall 2015. The categories have remained the same, but the new data
and statistics have been updated to reflect only this program. (See Figure 12
below)
7.7.1. In this example, 28 students entered the Culinary & Baking Arts
program for the first time in Fall 2015. Of those students, 60.7%
continued to stay enrolled in Fall 2016.
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Figure 11
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Figure 12
7.8. To narrow the analysis to a specific degree/certificate track within the Culinary &
Baking Arts program, select the filter “Degree/Certificate Offering”. The filter will
include all degree and certificate offerings within the Culinary & Baking Arts
program. (See Figure 13 for an example of what you might see).
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Figure 13
7.9. Select the box “All” to clear the filter, then select the offering “AAS Baking Arts”.
The dashboard will now update for only this specific degree offering. (See Figure
14 for an example of what you might see).
7.9.1. In this example, 14 students first entered the AAS Baking Arts degree
track in Fall 2015. Of those students, 50.0% continued to enroll within
this degree track in Fall 2016.
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Figure 14
7.10. To restart your analysis, select “Revert” to clear out all filters to begin once
more. Please refer back to Chapter 2 for details about this step.
7.11. You are now ready to explore new information as the dashboard is reset.
8.0 Contacts for troubleshooting
8.1. If you have any trouble with this procedure, please contact Cathy Copeland or
Sarah Chandler for assistance.
8.1.1. Their emails are [email protected] and