Data Pushing: Developing Dashboards to Enable Campus Leaders to Access Data on Demand November 7, 2013 John Standard UW-Parkside

Interactive Reporting: Purpose “Deploy the Web-based Client function of Interactive Reporting to ensure that institutional data are standardized and made readily available to power users and other authorized users.” – Improve access to data to facilitate evidence- based discussion and decision-making and accountability – Interactively filter and query data on demand – Ensure accurate, consistent, and reliable data OIE - Institutional Research

Dashboard Development and Data Team Essential collaboration for developing definitions and parameters and, later, verifying data Representatives from several functional areas, including: – Admissions – Budget Office – Campus Technology Services – Cashier’s Office – Financial Aid – Human Resources – Institutional Research – Registrar OIE - Institutional Research

Interactive Reporting: Project Phases Phase I Dashboards for Chancellor’s Key Performance Indicators (KPIs) Phase II Reports and Dashboards for – Departments and Colleges (Deans’ KPIs) – Strategic Enrollment Management – Strategic Initiatives OIE - Institutional Research

Chancellor and cabinet identified KPIs Campus Data Team identified sources and definitions for KPI data Office of Institutional Effectiveness and Campus Technology Services staff developed and published queries and dashboards – Utilized training from consultant Published Eight Dashboards that present Chancellor’s KPIs grouped as: – Enrollment – Admissions – Entering Students – Financial Aid – Retention and Graduation – Degrees – Faculty – Financials Provided demonstration on accessing and using dashboards Interactive Reporting: Phase I OIE - Institutional Research

Interactive Reporting: Phase II Meet with individual colleges and other key stakeholders to gather requirements (Spring 2013) – Opportunity to demonstrate existing dashboards Prepared and distributed list of standardized reports/dashboards (Spring 2013) Designed and Test Reports/Dashboards (Spring/Summer 2013) Start publishing reports/dashboards (Fall 2013 and beyond) OIE - Institutional Research

Interactive Reporting: Data Sources OIE - Institutional Research CDR SOLAR (PeopleSoft) RDS Maintained by UW-System 10 th Day Data Aggregated Maintained by UW-P Previous Day’s Data Snapshots of 10 th Day/End of Term Aggregated Live Data Additional Sources: Other data warehouses (ie HRS) Data imported to local data warehouse Flat data files uploaded to Interactive Reporting Images uploaded to Interactive Reporting

Benefits: – Connection to live data warehouses Ability to publish in the workspace as a job to eliminate manual updating – Use of existing, adapted Interactive Reporting queries – Group-based permissions for publishing on the workspace – Cost – An existing tool on campus (and in UW System) – Availability of resources for training and development Utilized consultant for training and development on campus and at UW-Madison Limitations: – Basic visualization capability – Challenge of doing calculations entirely within Interactive Reporting Allows for automated updating – Development can be time consuming – No public-facing dashboards available Interactive Reporting: Pros & Cons OIE - Institutional Research

Access has been granted to: – Data Team – Chancellor’s Cabinet – Academic Deans – Department Chairs and Program Directors – Enrollment Management Staff – Graduate Parkside (Title III Grant Team) Increased commitment to evidence-based planning Eleven Dashboards Published – Approximately 1,500 views Most viewed are enrollment, financials, entering student, faculty and staff, admissions, and financial aid dashboards Several Other Dashboards in Development – Requests for both new dashboards and broader access Change in volume of data requests? Status Today OIE - Institutional Research

Dashboard Demo OIE - Institutional Research

Questions or Comments? John Standard OIE - Institutional Research