Using Tableau to Automate IR Data Reporting
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Presenter(s):
Sarah Gallimore, York College of Pennsylvania
Requirements:
Laptop required
Software required: Tableau (any version including the public/free version); Microsoft OneNote (any version)
Software download link: https://public.tableau.com/en-us/s/download
Prerequisites:
To participate in this workshop, an attendee will need to:
1. Have Tableau (any version) on their laptop; no user experience required.
2. Have Microsoft OneNote (any version) on their laptop; no user experience required.
2. Know the cohort definitions and formulas for calculating retention and graduation rates for IPEDS reporting. A minimum of one-year of IPEDS GR, GR 200, OM and Completion survey experience recommended.
*Please note: in order for the workshop to begin on time and cover all material as described, participants are expected to arrive at the workshop with all software and supplemental materials pre-loaded on to their laptops.
Description:
Automating IR tasks using 'SAS' and 'R' is not new to many large IR offices. However, small IR offices typically lack resources for complex programming. The presenter has designed a flexible automation process with minimal programming using Tableau (Desktop Version) for common IR tasks such as IPEDS, CDS, U.S. News, FactBook, Ad-hoc requests, etc. This dramatically increases IR job efficiency. This workshop consists of hands-on, step-by-step instruction in using Tableau to set up and automate IPEDS and CDS surveys. Also, participants will learn how to use Microsoft OneNote to organize IR tasks. Last but not least, participants will learn some tips and tricks of using Tableau. By the end of the workshop, participants will have the confidence to begin using Tableau for their own data reporting.
Intended Learning Outcomes:
Participants in this workshop will:
1. Learn how to construct the data sets for IPEDs surveys.
2. Learn how to set up Tableau and get results for IR annual reports (examples include: IPEDS GR, GR200, OM, Completion surveys and CDS J).
3. Learn how to use Microsoft OneNote to organize IR tasks.
4. Learn how to automate IR tasks in Tableau.
5. Learn some tips and tricks of using Tableau, such as flexibly using the 'Creating Calculated Field' function in Tableau, and using 'Union' and 'Join' functions to realize automation, etc.
Presenter(s):
Sarah Gallimore, York College of Pennsylvania
Requirements:
Laptop required
Software required: Tableau (any version including the public/free version); Microsoft OneNote (any version)
Software download link: https://public.tableau.com/en-us/s/download
To participate in this workshop, an attendee will need to:
1. Have Tableau (any version) on their laptop; no user experience required.
2. Have Microsoft OneNote (any version) on their laptop; no user experience required.
2. Know the cohort definitions and formulas for calculating retention and graduation rates for IPEDS reporting. A minimum of one-year of IPEDS GR, GR 200, OM and Completion survey experience recommended.
*Please note: in order for the workshop to begin on time and cover all material as described, participants are expected to arrive at the workshop with all software and supplemental materials pre-loaded on to their laptops.
Description:
Automating IR tasks using 'SAS' and 'R' is not new to many large IR offices. However, small IR offices typically lack resources for complex programming. The presenter has designed a flexible automation process with minimal programming using Tableau (Desktop Version) for common IR tasks such as IPEDS, CDS, U.S. News, FactBook, Ad-hoc requests, etc. This dramatically increases IR job efficiency. This workshop consists of hands-on, step-by-step instruction in using Tableau to set up and automate IPEDS and CDS surveys. Also, participants will learn how to use Microsoft OneNote to organize IR tasks. Last but not least, participants will learn some tips and tricks of using Tableau. By the end of the workshop, participants will have the confidence to begin using Tableau for their own data reporting.
Intended Learning Outcomes:
Participants in this workshop will:
1. Learn how to construct the data sets for IPEDs surveys.
2. Learn how to set up Tableau and get results for IR annual reports (examples include: IPEDS GR, GR200, OM, Completion surveys and CDS J).
3. Learn how to use Microsoft OneNote to organize IR tasks.
4. Learn how to automate IR tasks in Tableau.
5. Learn some tips and tricks of using Tableau, such as flexibly using the 'Creating Calculated Field' function in Tableau, and using 'Union' and 'Join' functions to realize automation, etc.