Analyzing Business Trends in THD Led by Terrice McClain and Jen Paulin Adirondack Solutions Users Group 2017 Analyzing Business Trends in THD Led by Terrice McClain and Jen Paulin Tuesday 11:00AM – 12:00PM

Agenda Data Analytics: How THD Can Help Value Added from Data Analytics Foundational Skills Examples Discussion Questions THD has so much data available for you; are you using it to its full potential

Data Analytics: How THD Can Help Data analytics are the qualitative and quantitative techniques and processes used to enhance productivity and business gain. Data is extracted and categorized to identify and analyze behavioral data and patterns. https://www.techopedia.com/definition/26418/data-analytics

Data Analytics: How THD Can Help QUALITATIVE data points in THD (just a few examples): Responses to application questions Cancellation reasons QUANTITATIVE data points in THD (just a few examples): Billing amounts Assignment numbers Cancellation numbers Application numbers

Data Analytics: How THD Can Help EXTRACTING and CATEGORIZING data must mean we’re talking about… Reports!! Scheduled e-mail actions (reports sent via email) DIM action (exports to flat-files) Direct database connections (data warehousing) Reports in THD

Data Analytics: How THD Can Help Reports can help IDENTIFY patterns and trends These patterns and trends can be ANALYZED by staff developing interventions or policy in response to these trends Analytics are not reactionary The process allows you to anticipate and pre-emptively respond to anticipated trends based on past experiences

Value Added from Data Analytics Cost Reduction Faster decision making New products and services Identifying trends allows you to anticipate and respond to your students’ needs

Foundational Skills: Aggregate SQL Functions Getting the most out of your data… Instead of just displaying data, use the field action options to do the analysis work for you! Keep these options in mind when running statistics. Field Action Options: (none): default Asc: Sort A-Z Desc: Sort Z-A Count: Returns number of times field occurs Sum: Totals field Avg: Averages field Min: Minimum value Max: Maximum value Sample of Sum (# of beds available and beds filled)

Foundational Skills: Report Field Functions Report functions are meant to help you format data or perform actions on that data to achieve your desired results Combine these functions with an Aggregate SQL function for even more fun with your data! This function will give you the date 5 days after the application received date. Use it to provide a deadline in an automatically generated email.

Foundational Skills: Criteria Functions Criteria functions limit the results that will display. Criteria functions are dynamic and will re-run every time the report is refreshed. This is a great option for date- based reports for alerts and scheduled report e-mails. This function will give you assignments with check out dates from the last 9 months.

Example: Applications Scenario: Need to identify the peak application period for each term in order to assess a fee for “late” applications. Sample Reports: Pinpoint peak application times by week Review persistence for late applicants (i.e., is it worth the last minute scramble) While you house all incoming students, more and more are applying late leading to a last minute scramble for assignments. You want to identify the peak application period for each term in order to assess a fee for late applications.

Example: Applications by Week DATENAME(year, qryApplication.APP_RECEIVED)+' - Week '+RIGHT('00'+ISNULL(CONVERT(varchar, (DATENAME(week, qryApplication.APP_RECEIVED))),''),2)

Example: Applications by Week While you house all incoming students, more and more are applying late leading to a last minute scramble for assignments. You want to identify the peak application period for each term in order to assess a fee for late applications.

Example: Cancellations by Applicant Month RIGHT('00'+ISNULL(CONVERT(varchar, (DATEPART(month,qryApplication.APP_RECEIVED))),''),2) +' - '+DATENAME(month, qryApplication.APP_RECEIVED)

Example: Damage Billing Scenario: Attempting to evaluate the efficacy of your new damage billing awareness campaign Potential Reports: Compare damage costs pre/post campaign Pinpoint high damage times to target campaign Pinpoint high damage areas to target campaign

Example: Damage Billing by Week DATENAME(year, VWREPORTVANDALISM.ItemDate)+' - Week '+RIGHT('00'+ISNULL(CONVERT(varchar, (DATENAME(week, VWREPORTVANDALISM.ItemDate))),''),2)

Example: Damage Billing by Week While you house all incoming students, more and more are applying late leading to a last minute scramble for assignments. You want to identify the peak application period for each term in order to assess a fee for late applications.

Example: Max Damage Billing per Week DATENAME(year, VWREPORTVANDALISM.ItemDate)+' - Week '+RIGHT('00'+ISNULL(CONVERT(varchar, (DATENAME(week, VWREPORTVANDALISM.ItemDate))),''),2)

Example: Cancellations Scenario: Asked to identify expected attrition rates for each term in order to keep occupancy above 98%. Potential Reports: Cancellation frequency per term / Cancellation frequency per term by cancellation reason Which terms have higher cancellation rates? When are key cancellation times per term?  Are other university deadlines tied to these times?

Example: Cancellations by Week DATENAME(year, qryAssignment.CancelDate)+' - Week '+RIGHT('00'+ISNULL(CONVERT(varchar, (DATENAME(week,qryAssignment.CancelDate))),''),2)

Example: Cancellations While you house all incoming students, more and more are applying late leading to a last minute scramble for assignments. You want to identify the peak application period for each term in order to assess a fee for late applications.

Example: Cancellations Reasons by Month RIGHT('00'+ISNULL(CONVERT(varchar, (DATEPART(month,qryAssignment.CancelDate))),''),2)+' - '+ DATENAME(month,qryAssignment.CancelDate)

Discussion Other Scenarios? What’s working on your campus?

Resources MyASI Training Central: ASUG presentation files (including this one!) THD Videos (including overviews) THD Resources (including a function cheat sheet) Adirondack Solutions Facebook Group Because sharing is caring 

Contact Information Thank you for participating! Should you have any questions regarding this presentation, please use the contact information below: Jen Paulin Terrice McClain jen@adk.tech terrice@adk.tech 800.372.3165 x 215 800.372.3165 x 212