2019 Introduction to New PowerBI Dashboard and Reports for ......Aug 05, 2019 · Dashboard and...

Improving the lives of 40 million older adults by 2030 | © 2019 National Council on Aging | ncoa.org | @NCOAging

2019 Introduction to New PowerBIDashboard and Reports for the National

CDSME Database

TRAINING WEBINAR

August 6, 2019

Improving the lives of 40 million older adults by 2030


Presenters

Angelica P. Herrera-Venson, DrPH, MPH

Associate Director, Data Management & Evaluation,

Center for Healthy Aging, NCOA

Sarath Reddy

Salesforce Developer/Administrator, NCOA

Meghan Thompson

Data Manager, Project Enhance

Sound Generations

2


Agenda

• Welcome

• Transition from Domo to PowerBI

• Phase 1 vs Phase 2 of Rollout

• Accessing PowerBI & Permissions

• Overview of PowerBIDashboard (live demo)

• Navigating Tabs, Tables, and Filters (live demo)

• Overall Reach (live demo)

• Participant Data in Tables (live demo)

• Demographics

• Health Status

• Exporting Workshop or Participant Level Data (live demo)

• Finding help

• Q&A

3


National CDSME Database:CHA Community vs PowerBI

PowerBI

Data OUT!• Integrated in Salesforce

• Provides full workshop- and participant-level

exports.

• Export graphics and tables

• Allows you to visualize demographic data in

graphics and tabular form, and apply filters.

• Compare your activity to national averages

• See trends and examine site-level and program

leader performance by completion rates & other

factors.

• Only Admin users have access

CHA Community 2.0

Data IN!

• Salesforce platform

• For entering workshop & participant data, with only basic views of data entered. No export functions at this time.

• Basic dashboard with views # of workshops, counties, host organizations, & participants.

• View & search individual profiles of hosts, sites, workshops, & participants to verify your entries.

• Two user types:

• 1) Admin & 2) Data-entry Only


Why and What’s different?

Transition from Domo to PowerBI

• NCOA-wide analysis of technology and efforts to streamline

• PowerBI less costly on licenses and maintenance

• PowerBI more user-friendly, intuitive

• Easier to update as fields are changed or added

• Analysis of usage of cards, log-ins, and exports informed PowerBI dashboard

• Analysis of common user TA requests

• Prioritized reports and graphics into Phase 1 and 2

WHAT’S NEW?

• No more separate log-ins! Same CHA Community /Salesforce credential allow access to reports/dashboards in PowerBI

• Simplified filters

• Ability to export Participant level data

• Permission settings: Admin access is required to view PowerBI reports

5


Reports & Dashboards are Click Away

6

www.ncoa.org/chacommunity

http://www.ncoa.org/chacommunity


Phase 1 vs Phase 2 Rollout

Phase 2

Aug 7 - Oct 1

• Fine-tuning & fixes to Phase 1

• More charts (pie, bar graphs)

• Quality assurance cards

• Delay in workshop entry, in days

from workshop end date to created

date

• Charts with completion rates by

Program leaders

• Chronic disease categories as

(none, 1, 2+, 3+,5+, and average #)

• Map of unique workshops by state

Phase 1

Now Available!

• Overview/Reach dashboards

• More tables than charts

• Enrolled, completed, completion rates by program types

• Comparisons between network and national averages

• Full data exports (workshop & participant-level)

• Demographics

• Health status, including chronic health conditions

Improving the lives of 40 million older adults by 2030 | © 2019 National Council on Aging | ncoa.org | @NCOAgingAge+Action 2019 | ageaction.org | #AgeAction2019 | #WeAgeWell

https://www.ncoa.org/resources/user-guide-getting-to-know-your-powerbi-dashboards/(20 pages)

https://www.ncoa.org/resources/user-guide-getting-to-know-your-powerbi-dashboards/


Sarath Reddy

Navigating Your New DashboardLIVE DEMO!

9


What’s Included in Your Top-Level Tiles?

10

• Summary numbers on Tabs 1 to 3 never change. Counts are limited hosts, sites, workshops in which there was least one participant associated with a workshop.

• Tiles on the last tab, Full Data Export, do update when page-level filters are applied. • Numbers on the last tab encompass counts for all profiles of Host Organizations,

Implementation Sites, and Workshops, even if they are not associated with any profiles down the tier.

• The counts shown in your CHA Community may be different from your PowerBIdashboards in some cases.

• The My Network page includes counts of all profiles (e.g. Host Organizations, Implementation Sites, etc), regardless of whether there are lower tier profiles associated with them. That is, hosts and sites with empty workshops or no workshops at all would still be captured in this roll-up.


Meghan Thompson

Reach & Program StatsLIVE DEMO!

11


Sample Graphic

12


Meghan Thompson

Demographics & Health StatsLIVE DEMO!

13


To Merge or Not to Merge?

QUICK POLL ON NEXT PAGE

Would you prefer to have all demographics and health stats combined into ONE PAGE?

❑ YES

❑ NO

14

PROS CONS

One page, combined demographics and health stats

Allows users to apply chart/table level filters to all fields on the same page

Makes the page longer, adding a scroll bar to help you find your chart/table

Two pages, separate tabs for demographic vs health stats

Limits chart/table level filters to apply only to fields on the same page (demographic or health stats, but not both)

Keeps the pages short


Angelica Herrera Venson

Exporting Tables and GraphicsLIVE DEMO!

16


Exporting Tables and Graphics

17

• The maximum number of rows that Power BI can export to a .csv file is 30,000.• The maximum number of rows that the applications can export to an .xlsx file is 150,000


Finding Help

18

•THE BEST WAY! Create a case within the CHA Community

•Instructions:

https://www.ncoa.org/center-for-healthy-aging/cdsme-resource-center/cdsme-grantees/need-help-with-the-national-cdsme-database-submit-a-request/

•Review “Data Entry, Collection, and Management Resource” main page for guides & tip sheets:

https://www.ncoa.org/center-for-healthy-aging/cdsme-resource-center/cdsme-grantees/data-entry-collection-management-resources/

•Review “Frequently Asked Questions: CDSME Data Management & Analyses”:

https://www.ncoa.org/center-for-healthy-aging/cdsme-resource-center/

•Email the data management team directly

•Angelica [email protected] or

•Meghan [email protected]


https://www.ncoa.org/center-for-healthy-aging/cdsme-resource-center/cdsme-grantees/data-entry-collection-management-resources/

https://www.ncoa.org/center-for-healthy-aging/cdsme-resource-center/

mailto:[email protected]

mailto:[email protected]


Steps for Creating a Ticket in CHA Community

19

Instructions:


1. Log in to your Center for Healthy Aging (CHA) Community account.

2. Click on HELP on the top menu bar, then click on Contact Customer Support to open the Contact Customer Support Form.

3. Describe your request in the space provided & add subject line

4. Select “Case Type” in drop down (e.g. help adding participant)

5. Upload file to share screenshots

5. Click SUBMIT - a Case # is generated; and email sent to you

6. Track status of your case under ‘HELP’ (My Cases)



https://ncoaging.force.com/chacommunity/login


AGING WELL FOR ALLJoin the Movement

ncoa.org | @NCOAging

21Improving the lives of 10 million older adults by 2020 © 2015 National Council on Aging

Thank You!

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