1. ANNUAL FUND GIVING ANALYSIS USING TABLEAU CAPTAIN Mark Ellis Whitworth University 7/23/15 Advancement Coeur d’Alene, Idaho

2. WHITWORTH UNIVERSITY - SPOKANE, WA  Christian Liberal Arts, 3000 Students, Spokane, WA, Advancement Team of 22  One IT Systems/Analyst Supporting  Colleague 22 years – UniData 22 years  Benefactor 17 years, conversion to CA 2010  Colleague Advancement 5 years  Reporting – CA, Custom Web Tools, Informer  Data Visualization – Tableau

3. INTRODUCTION  A quick look at how Whitworth is using Tableau to visualize the Annual Fund Data  A more general Tableau Session is being given by Ken Brown - our CIO in the hour following this session. He will talk about campus wide use of Tableau to visualize data  Ken Brown built all of the Tableau Visualizations in this presentation.  The Tableau visualizations you see will focus on Annual Fund Giving, but everything you see is intended to work with all giving, or athletic giving, etc.  Every visualization has hundreds of filters settings and parameters. I have selected just one or two, but keep in mind all the possibilities you are not seeing  The Annual Fund (AF) and All Giving Projects are still work in progress, so please excuse some rough edges Coeur d’Alene, Idaho

4. SESSION AGENDA  Overview of the process to download the data  Overview of the visualizations available in Tableau  AF Giving by Year & Month  AF Giving by Location  AF Giving Goal Tracking  AF Giving by Week  AF Giving by Reunion Class  AF Giving by Percent Change & 125%  AF Giving by First Time Donors  AF Giving by Alumni of the Future (Students)  AF Giving by Major Gift Officer  AF Giving by Donor Ranks & Detailed Donor Info Coeur d’Alene, Idaho

5. OVERVIEW OF THE DATA DOWNLOAD AND STEPS TO FEED TABLEAU THE NEEDED CONTRIBUTION AND DONOR DATA  At Whitworth we use Colleague Advancement and UniData as our ERP  For this presentation, it really doesn’t matter. You just have to get the data out of your system and into a flat file for Tableau to read.  Two major files are downloaded, the CONTRIBUTION file (with supporting data) and the CONSTITUENT file (with supporting data).  The CONSTITUENT ID is crucial in linking the CONTRIBUTION Data with the specific DONOR Data  A nightly job is scheduled (for us it is a UNIX cron job calling UniData routines) to run the download and place the flat files in the directory Tableau is expecting them  The downloaded data is also used for various other projects, including web interfaces for Colleague Advancement since most of our MGOs don’t go directly into Colleague.  Tableau has a scheduled process to upload the data Coeur d’Alene, Idaho

6. OVERVIEW OF THE VISUALIZATIONS AVAILABLE FOR AF GIVING IN TABLEAU Coeur d’Alene, Idaho

7. AF GIVING BY YEAR & MONTH

8. EACH VISUALIZATION HAS FILTERS AND SETTINGS Coeur d’Alene, Idaho

9. AF DONATIONS BY LOCATION, DRILL DOWN FOR DETAILS Coeur d’Alene, Idaho

10. AF DONOR COUNTS BY LOCATION Coeur d’Alene, Idaho

11. AF DONATIONS BY AGE & LOCATION Coeur d’Alene, Idaho

12. CHAPTERS ARE GEOGRAPHIC REGIONS AROUND A CITY, AKA “GREATER SEATTLE” IS WASE Coeur d’Alene, Idaho

13. SOURCE CODES CAN FILTER RESULTS, E.G. CHURCH Coeur d’Alene, Idaho

14. ALUMNI-ALUMNI MARRIAGES BY CHAPTER Coeur d’Alene, Idaho

15. DETAIL INTO CHAPTERS TO GET CITY BY CITY DETAILS Coeur d’Alene, Idaho

16. SIMPLE GOAL TRACKING, BUT HAS DRILL DOWN Coeur d’Alene, Idaho

17. LOTS OF FILTERS AND PARAMETERS FOR GIVING BY WEEK Coeur d’Alene, Idaho

18. GIVING BY WEEK WITH A SPECIFIC WEEK HIGHLIGHTED ACROSS YEARS Coeur d’Alene, Idaho

19. THERE ARE MORE ALUMNI IN YOUNGER GROUP, BUT DONATION GROW IN LATER YEARS Coeur d’Alene, Idaho

20. SOME AGES ARE SKEWED BY MAJOR DONORS Coeur d’Alene, Idaho

21. SOME CLASSES ARE LARGER DUE TO MAJOR DONORS Coeur d’Alene, Idaho

22. INCREASED GIVING DONORS, INDIVIDUAL DONORS AND THEN BUBBLE CHART Coeur d’Alene, Idaho

23. REQUESTED FIRST TIME DONOR ANALYSIS TOOL Coeur d’Alene, Idaho

24. AF AMOUNTS RAISED BY CAMPAIGNS Coeur d’Alene, Idaho

25. DATA ENTRY METHODS HAVE TO BE CONSISTENT IF YOU WANT TO COMPARE Coeur d’Alene, Idaho

26. INITIATIVE TO GET SENIOR CLASS TO DONATE (PHILANTHROPY) Coeur d’Alene, Idaho

27. HUNDREDS OF RANKINGS AVAILABLE, E.G. BY SOURCE Coeur d’Alene, Idaho

28. CAMPAIGN GOALS: CHALLENGING TO PRESENT VISUALLY BECAUSE OF HIERARCHY Coeur d’Alene, Idaho

29. DETAILED DONOR INFORMATION, DRILL DOWN AVAILABLE Coeur d’Alene, Idaho

30. SUMMARY  There are so many ways to look at contribution data. Some of the ways you visualize it may help you understand how your donations come in. Other ways may enlighten the team to new approaches to fund raising!  Tableau puts the tool in the hands of the end user, they can slice and dice, filter and drill, and look at an amazing amount of data and do their own analysis without IT assistance after the initial setup.  I hope you get some ideas of your own about how you might visualize your institution’s data Coeur d’Alene, Idaho

31. ?Questions? Thanks for going through all of these visualizations with me! CAPT Mark Ellis Whitworth University Coeur d’Alene, Idaho