Michael Le, Humboldt State University Dmitri Rogulkin, Fresno State University

Visual Analytics Utilizing Tableau Interactive Dashboards

Agenda

Dashboards/FERPA/ IRB

Dashboard Best Practice

Using Tableau Public

Using Tableau Server

Demonstrate Visual Analytics Dashboards

Question and Answer

Overview

Buzz Words

♦ Dashboards… Presents information in a way that is easy to read and interpret

♦ Key Performance Indicator… Success or steps leading to the success of a goal

♦ Visual Analytics… Examine data visually for patterns, trends, or differences between groups

Dashboards/FERPA/ IRB

Dashboards/FERPA/ IRB

Solutions

♦ Public Facing Dashboards Limit drill down capability

♦ Login Required Dashboards Limit access to the dashboard

Dashboards/FERPA/ IRB

Dashboard Best Practice

Steps for creating Dashboards

1. Choose metrics that matter

2. Keep it visual

3. Make it interactive

4. Keep it current or don’t bother

5. Make it simple to access and use

Dashboard Best Practice

Institutional Dashboards: Navigational Tool for Colleges and Universities

Number 123, Winter 2012

Dashboard Best Practice

Indicator Group Usage Ranking by Category

Dashboard Best Practice

Category Indicator Group Percent

Financial Indicators Endowment & Expenses Data 80%

Admissions Admissions Scores 79%

Enrollment Enrollment Figures 77%

Faculty Faculty – General 77%

Student Outcomes Graduation Rates 73%

Steps for Creating Dashboards

1. Select a metric

2. Visual presentation

3. Design

4. Refine

5. Publish

Dashboard Best Practice

Using Tableau Public

Tableau Public

♦ Free to use

♦ 1 GB of storage

♦ Easy to embed in webpage

Tableau Public Premium

♦ Price based on page views

Using Tableau Public

HSU IR Webpage

♦ Navigation

♦ Video Tutorial

♦ Printing

Using Tableau Public

Using Tableau Public

Using Tableau Public

Using Tableau Public

Using Tableau Server

Using Tableau Server(Fresno State)

PeopleSoft

ERS Data

Other Data

SQL Server

Tableau Profession

al

Tableau Server (WWW)

Using Tableau ServerKey Audience

Deans

Chairs

Program Coordinator

s

Senior Managemen

t

Advisors

Committees & Task Forces

Collaborate, Learn, Engage, Solve Problems

Demonstrate Visual Analytic Dashboards

Question and Answer

Michael LeHumboldt State University

Michael.Le@humboldt.edu

Question and Answer

Presentation Posted at:

www.humboldt.edu/irp/presentations.html

Dmitri RogulkinFresno State University

drogulkin@csufresno.edu