IR’s Dash to Develop Dashboardsand Data Visualizations

Rich HetheringtonAssociate Director

Merima BabicResearch Analyst

Data Analysis and Reporting

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

Located in Philadelphia, Pennsylvania

17 Schools/Colleges

5 Professional Schools

9 Campuses (including Rome & Japan)

500+ Academic Programs

39,000+ Students

Over 3,500 Faculty

Cohort size: Approximately 5,000 students

www.temple.edu/ira

Temple University At-A-Glance

Temple At-A-Glance

Intro - Framework

Content – Metric

Selection

Dashboard Design

Tools

Excel’s Tech Tool Box

Demonstration –

Temples IRA Dashboard

Questions

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

Introduction - Framework

Dashboards vs. written reports

IR’s role in dashboard development

Identify your audience

Dashboard metrics tied to university policy

Temple At-A-Glance

Intro - Framework

Content – Metric

Selection

Dashboard Design

Tools

Excel’s Tech Tool Box

Demonstration –

Temples IRA Dashboard

Questions

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

De-mystifying metric types:

Tactical

Strategic

Operational

Longitudinal Trends

Key Figures

Indicators – good or bad?

Actionable indicators

Meet a threshold

Directional

Content – Metric Selection

Temple At-A-Glance

Intro - Framework

Content – Metric

Selection

Dashboard Design

Tools

Excel’s Tech Tool Box

Demonstration –

Temples IRA Dashboard

Questions

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

Content – Metric Selection

Making sense of your dashboardTemple At-A-Glance

Intro - Framework

Content – Metric

Selection

Dashboard Design

Tools

Excel’s Tech Tool Box

Demonstration –

Temples IRA Dashboard

Questions

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

User Interface

Dashboard essentials:

Navigation

Segmentation

Criteria selection

Art of displaying data

Appropriate visual design

Images for segmented identification

Dashboard Design

Temple At-A-Glance

Intro - Framework

Content – Metric

Selection

Dashboard Design

Tools

Excel’s Tech Tool Box

Demonstration –

Temples IRA Dashboard

Questions

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

Shopping around vs. In-house tools

Select a tool that works for you

Associated costs

Amendable based on user demand

Learning curve

Excel

Functionality

Data connectivity

Customization

Sharing capabilities

Tools

Temple At-A-Glance

Intro - Framework

Content – Metric

Selection

Dashboard Design

Tools

Excel’s Tech Tool Box

Demonstration –

Temples IRA Dashboard

Questions

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

Developer Version

Data tab

Mechanics tab

Excel’s Tech Tool Box

Temple At-A-Glance

Intro - Framework

Content – Metric

Selection

Dashboard Design

Tools

Excel’s Tech Tool Box

Demonstration –

Temples IRA Dashboard

Questions

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

Data Validation

VLOOKUPS Syntax: =VLOOKUP (value, table, col_index, [range_lookup])

Example:

Excel’s Tech Tool Box

Temple At-A-Glance

Intro - Framework

Content – Metric

Selection

Dashboard Design

Tools

Excel’s Tech Tool Box

Demonstration –

Temples IRA Dashboard

Questions

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

VBA

Hiding columns

Hiding charts

Excel’s Tech Tool Box

Temple At-A-Glance

Intro - Framework

Content – Metric

Selection

Dashboard Design

Tools

Excel’s Tech Tool Box

Demonstration –

Temples IRA Dashboard

Questions

Institutional Research & AssessmentNEAIR 2016: Dash to Develop Dashboards

Temple IRA Dashboard

Intro - Framework

Temple At-A-Glance

Content – Metric

Selection

Dashboard Design

Tools

Demonstration

Conclusion

Questions

Questions?