Data Pushing: Developing Dashboards to Enable Campus

Leaders to Access Data on DemandNovember 7, 2013

John StandardUW-Parkside

OIE - Institutional Research

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

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

Interactive Reporting: Project Phases

Phase I• Dashboards for

Chancellor’s Key Performance Indicators (KPIs)

Phase II• Reports and

Dashboards for

– Departments and Colleges (Deans’ KPIs)

– Strategic Enrollment Management

– Strategic Initiatives

OIE - Institutional Research

• 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

Interactive Reporting: Phase I

OIE - Institutional Research

OIE - Institutional Research

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 list of standardized reports/dashboards (Spring 2013)

• Designed and Test Reports/Dashboards (Spring/Summer 2013)

• Start publishing reports/dashboards (Fall 2013 and beyond)

OIE - Institutional Research

Interactive Reporting: Data Sources

CDR

SOLAR(PeopleSoft)

RDS

• Maintained by UW-System

• 10th Day Data• Aggregated

• Maintained by UW-P• Previous Day’s Data• Snapshots of 10th

Day/End of Term• Aggregated

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

• 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

Interactive Reporting: Pros & Cons

OIE - Institutional Research

OIE - Institutional Research

• 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?

Status Today

OIE - Institutional Research

Dashboard Demo

OIE - Institutional Research

Questions or Comments?

John Standardstandard@uwp.edu