Tableau Tips & Tricks: Building Dynamic Dashboards with...
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FSSE Overview Tip #2: Dealing with Small N Tip #4: Importing Custom Colors The Faculty Survey of Student Engagement (FSSE) was implemented in 2003 to measure instructional staff expectations for student engagement in educational practices that are empirically linked with high levels of learning and development. The 2018 administration included 13,823 faculty respondents across 113 U.S. institutions. FSSE institutional reports include an overview of summary administration, respondent profile, snapshot report, frequencies, and more. These reports are delivered as “binders” to each institution as well as static Excel documents. Tableau is a powerful tool that allows for the creation of dynamic visualizations, but it can be frustrating. This poster provides a series of tips that we have learned from our efforts to release FSSE reports on Tableau. In survey data, we want to hide small count values (n < 5) to protect the identities of faculty respondents. This requires calculated fields, parameters, and a true/false filter Tableau Tips & Tricks: Building Dynamic Dashboards with Survey Data Indiana University Bloomington, Center for Postsecondary Research Thomas Kirnbauer and Allison BrckaLorenz Hierarchy allows the user to nest survey data information to create flexibility Tip #3: Creating a Hierarchy… References & Resources Tip #1: The Power of Parameters Next Steps @NSSEsurvey Using “Parameters” allows you to create individualized reports in one workbook. By using a CASE statement, all values in the worksheet will only correspond to the parameter value (in our case, each institution) Faculty Survey of Student Engagement (FSSE). Retrieved from http://fsse.indiana.edu/html/overview.cfm AIR Tips & Insights. Retrieved from https://www.airweb.org/resources-tools/tips-insights Tableau Community Forums: Higher Education. Retrieved from https://community.tableau.com/groups/higher-education Download the poster at: http://nsse.indiana.edu/html/recent_presentations.cfm 1. Gather internal feedback on Tableau reports 2. Add to the website behind a single service sign-on 1. Work with IT to ensure data security 2. Create user filter based on parameter 3. Solicit feedback from participating institutions 4. Revise, improve, and finalize Goal: Make FSSE Institutional Reports Paperless in 2020! It is essential that all reports are consistent with branding colors. To add custom colors to the Tableau color palette, you must edit the “Preferences.tps” file in “My Tableau Repository” 1 2 3 Category (Modules, HIPs, etc.) Sub Category (Tech Mod, Advising Mod, etc.) Label (Description of Question) Variable Text Variable 1 2 3 1 2 3 4 5 1 2 3
Transcript of Tableau Tips & Tricks: Building Dynamic Dashboards with...
FSSE Overview Tip #2: Dealing with Small N Tip #4: Importing Custom Colors
The Faculty Survey of Student Engagement (FSSE) was implemented in 2003 to measure instructional staff expectations for student engagement in educational practices that are empirically linked with high levels of learning and development. The 2018 administration included 13,823 faculty respondents across 113 U.S. institutions.
FSSE institutional reports include an overview of summary administration, respondent profile, snapshot report, frequencies, and more. These reports are delivered as “binders” to each institution as well as static Excel documents.
Tableau is a powerful tool that allows for the creation of dynamic visualizations, but it can be frustrating. This poster provides a series of tips that we have learned from our efforts to release FSSE reports on Tableau.
In survey data, we want to hide small count values (n < 5) to protect the identities of faculty respondents. This requires calculated fields, parameters, and a true/false filter
Tableau Tips & Tricks: Building Dynamic Dashboards with Survey DataIndiana University Bloomington, Center for Postsecondary Research
Thomas Kirnbauer and Allison BrckaLorenz
Hierarchy allows the user to nest survey data information to create flexibility
Tip #3: Creating a Hierarchy…
References & Resources
Tip #1: The Power of ParametersNext Steps
@NSSEsurvey
Using “Parameters” allows you to create individualized reports in one workbook. By using a CASE statement, all values in the worksheet will only correspond to the parameter value (in our case, each institution)
Faculty Survey of Student Engagement (FSSE). Retrieved from http://fsse.indiana.edu/html/overview.cfm
AIR Tips & Insights. Retrieved from https://www.airweb.org/resources-tools/tips-insights
Tableau Community Forums: Higher Education. Retrieved from https://community.tableau.com/groups/higher-education
Download the poster at: http://nsse.indiana.edu/html/recent_presentations.cfm
1. Gather internal feedback on Tableau reports
2. Add to the website behind a single service sign-on
1. Work with IT to ensure data security
2. Create user filter based on parameter
3. Solicit feedback from participating institutions
4. Revise, improve, and finalize
Goal: Make FSSE Institutional Reports Paperless in 2020!
It is essential that all reports are consistent with branding colors. To add custom colors to the Tableau color palette, you must edit the “Preferences.tps” file in “My Tableau Repository”
1 2
3
Category (Modules, HIPs, etc.)
Sub Category (Tech Mod, Advising Mod, etc.)
Label (Description of Question)
Variable Text
Variable
1 2
3
1 2
3
4 5
12
3
