1. Replacing Excel Reports with Dynamic Dashboards in Tableau
bit.ly/nercomp_tableau16

2. Speakers
Christina Butler Assistant Director Office of Institutional Research and Evaluation Laura Clarage Service Management Analyst Service Planning and Assessment Kevin Murphy Manager of IT Service Management Gennette Zimmer Senior Knowledge and Learning Specialist Knowledge and Learning

3. 2013 – New Integrated IT Service and Support Model
Providing support for
Faculty, Students and Staff
11,767 students
1,423 faculty
3,161 staff
Five Campuses
Boston , Mass.
SMFA Boston, Mass.
Medford/Somerville, Mass.
Grafton, Mass.
Taillores, France
2013 – New Integrated IT Service and Support Model

4. Anthony Monaco, President of Tufts University
“We need managers and analysts who know how to use big data to assist in making effective decisions, but a McKinsey report projects that in just two years, there could be 1.5 million such roles unfilled in the US alone.”
Anthony Monaco, President of Tufts University

5. Purpose Gather measures in use at peer institutions
Identify data feeds in use and discuss methods for using them via Tableau
Training to get you started in Tableau
Provide examples of dynamic dashboards and useful Tableau features

6. Tableau Public
Tableau Public Gallery/Greatest Hits

7. What Tableau brings to the table.
Ease of use
Quick time to competency
Dynamic and live dashboards
Join different data sources
Group data
Exploratory visualizations.
Open Data
Share creations
An excited user community

8. Past Excel experts Dashboards in each application Manual exports
Difficult to obtain data
Lots of data manipulation
Information and Reports were kept in silos

9. Present Tableau implemented 3 years ago 200 workbooks in general use
80 individuals using Tableau Desktop
Tableau User Group
Tufts Technology Services
One year into our journey
Beginner and Advanced training on-site
Promoting an open data model
Self-Service Analytics

10. Demo – Create a Visualization
Number of tickets closed per month
Which departments are submitting them?
Which departments are unhappy?
Which assignment group are they unhappy with?

11. Tableau Demo Tableau 10 New Sheet Connect to Data Source Google Sheets
Login – Unlock
Select Customer Satisfaction
New Worksheet
Option drag “Overall” to Rows (Select Average)
Drag Affiliation to columns
Command-drag Affiliation to colors
Right-click Member and Null to exclude
Duplicate Sheet
Remove Affiliation from Color
Drag Service and Drop on top of Affiliation
Sort Highest to Lowest
Drag and Drop “Department” on top of Affiliation
Drag and Drop ”Number of Records” on to Tooltips
Remove Number of Records from color

12. bit.ly/nercomp_tableau16