1. Dub Green Donna McHugh Trident Technical College
Excel Dashboards
Dub Green
Donna McHugh
Trident Technical College

2. Self Service Data
Take a look at our Institutional Research intranet page here

3. How do we get from Point A to Point B?
Plan carefully on the front end.
We want to have virtually no data manipulation other that uploading the prepared document
SQL and Decode statements

4. Decode Statement for Grades

5. For Division Department

6. Term and Faculty

7. The Raw Data

10. The Summarized Data

11. Let’s build a table
From the Excel page where you copied the data click on Insert and choose Pivot Table

12. Open the tab labeled Part A from the excel data sheet.
Highlight all rows and columns
Click “Insert”, “Pivot Table” and select “New Worksheet” as the option

13. At the Pivot table field list select “Term” as a row , a small box should appear showing Fall 2011, Fall 2012 and Fall 2013.
Insert about 15 blank rows above the box containing the terms
Click on a term in the box and then click on “Options” at the top of the page and go to “Insert Slicer”
In the Slicer box click on Term and then OK, a box appears titled Term listing all available terms
Repeat this process for Division, Department and Method categories
Right click in the Slicer box and adjust these settings

14. Two of the Most Important Tools

15. Calculated Fields
Now create a Calculated Field for overall success rates
Click on the “Fields, Items and Sets” icon and select “Calculated Field”
Insert the formula =(A+B+C+SC)/(Grand total – CF-I ), the is in case some instructor had all CF’s you do not return a “DIV/0” error

16. Get it Ready for Public Viewing
Let’s make it worthy of public viewing
Close the field list
Put in a title
Add some color
Maybe put borders around all the cells
Right click to “Pivot table options” and uncheck “Autofit column width on update”
Under “Totals and Filters” you might want to take out Grand Totals for Rows or Columns
On the “Display” option you want to take out the “expand/collapse” option

17. Build more
The takeaway should be use the slicer if you want to sort or limit a particular item.

18. Questions?