1. Cognos/Tableau December 7, 2016
Users Group Meeting
Cognos/Tableau
December 7, 2016

2. Agenda CeDAR Updates Tableau Cognos Welcome – Liz IGC Prototype – Leah
Training Updates – Amy
Tableau
A Quick Glimpse at Changes in – Lauren
Making Sense of Surverys – Lauren
A Survey Case Study – Jeff Bergman
Cognos
IGC Prototype – Leah
What’s Coming with Cognos 11 – Liz

3. Training updates
FANALYTICS
RAISING THE BAR
COGNOS 11: WHAT’S NEW

4. Tableau 10.0 Sneak peek
Here are two of the new analytical features available in Tableau 10.0
Cross Data Source Filtering
Highlighting
…Coming January 2017 you’ll be able to explore these and many more!

5. Tableau 10.0 – Cross data source filtering
Apply a single filter across multiple data sources in a workbook
If your data sources contain a common dimension and the worksheets in your dashboard share a filter based upon that field, there is an option to apply that filter to “All Using Related Data Sources.”

6. Tableau 10.0 - highlighting
Similar to a filter, the highlighter tool allows interactive selection within views

7. Making Sense of Surveys
We’re constantly trying to assess our world. Surveys are one tool we can use but how do we make sense of and the most of the data we collect?
Must appropriately prepare the data in order to make best use of the tool
Benefits of using a strong visualization tool with survey data

8. Surveys – Data preparation
Typical survey data usually includes various types of questions
Demographic questions (e.g. class year, department, gender, etc.)
Yes / No / Maybe questions (e.g. did you intend to participate in the ‘x’ program)
Likert Scale questions (rate strongly disagree, disagree, neither disagree nor agree, agree, or strongly agree)
Check All That Apply questions
In order to evaluate, the data needs to be “normalized” or flattened
Tableau has an excel add-in that helps to format the data
If extremely complex, there are other tools such as Alteryx Designer*
* Note – this is not a sales pitch for a specific tool, only a mention of one possible solution.

9. Surveys - data Survey responses fall into two broad categories:
Dimensions
Opinions or intensions
Possible to connect survey data to other data sources based upon a common data element (e.g. netid)

10. Surveys – data sample Identify question types
Pivot data where necessary

11. Surveys – visualization tools
The visualization tool allows you to quickly explore possible relationships and the usefulness and significance of those relationships
Build dashboards for different audiences
Filtering
Interactivity

12. Surveys - Yes / No / Maybe visualization
Sample of Yes / No / Maybe
Select question(s)for display
Compute and display results as percentage of total
Show respondents’ feelings
Work well when integrated with other survey questions

13. Surveys - Check-All-That-Apply visualization
Sample of Check All That Apply
Select question for display
Display count of responses or calculate percentage

14. Check-all-that-apply sample

15. Surveys - likert scale question visualization
Sample of a Likert visualization
Considerations:
Filter to a specific question
Get a sense rating and how many made each selection
Show overall sentiment

16. Likert visualization samples

17. Surveys – analysis sample
Rename Dimensions
Edit Aliases
Create Calculated Fields

18. Surveys – analysis sample
Calculated fields
Table calculations

19. More Survey references
Tableau online community
Steve Wexler

20. Jeff Bergman Surveys

21. Leah Targon IGC

22. CognoS_______
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CeDAR is preparing for multiple Training options
Sixty-minute and ninety-minute “Sneak Peak” Classes
Scheduling, Notifications, Running Reports.
Train-the-Trainer Sessions
Report Authoring
Tailored Classes for specific Cognos functionality.
Dashboards replacing Cognos Pages.