1. Michael Le, Humboldt State University Dmitri Rogulkin, Fresno State University Visual Analytics Utilizing Tableau Interactive Dashboards

2. Agenda  Dashboards/FERPA/ IRB  Dashboard Best Practice  Using Tableau Public  Using Tableau Server  Demonstrate Visual Analytics Dashboards  Question and Answer Overview

3. 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

5. Solutions ♦ Public Facing Dashboards  Limit drill down capability ♦ Login Required Dashboards  Limit access to the dashboard Dashboards/FERPA/ IRB

6. Dashboard Best Practice

7. 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

8. Institutional Dashboards: Navigational Tool for Colleges and Universities Number 123, Winter 2012 Dashboard Best Practice

9. Indicator Group Usage Ranking by Category Dashboard Best Practice CategoryIndicator GroupPercent Financial IndicatorsEndowment & Expenses Data80% AdmissionsAdmissions Scores79% EnrollmentEnrollment Figures77% FacultyFaculty – General77% Student OutcomesGraduation Rates73%

10. Steps for Creating Dashboards 1.Select a metric 2.Visual presentation 3.Design 4.Refine 5.Publish Dashboard Best Practice

11. Using Tableau Public

12. 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

13. HSU IR Webpage ♦ Navigation ♦ Video Tutorial ♦ Printing Using Tableau Public

17. Using Tableau Server

18. Using Tableau Server (Fresno State) PeopleSoft ERS Data Other Data SQL Server Tableau Professional Tableau Server (WWW)

19. Using Tableau Server Key Audience Deans Chairs Program Coordinators Senior Management Advisors Committees & Task Forces Collaborate, Learn, Engage, Solve Problems

20. Demonstrate Visual Analytic Dashboards

21. Question and Answer

22. Michael Le Humboldt State University Michael.Le@humboldt.edu Question and Answer Presentation Posted at: www.humboldt.edu/irp/presentations.html Dmitri Rogulkin Fresno State University drogulkin@csufresno.edu