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Creating Interactive Dashboards with Microsoft Excel

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Sign up to view the archived webinar here: http://www.aacrao.org/conferences/conferences-detail-view/creating-interactive-dashboards-in-excel

Other college’s dashboards making you see green even though it is not your school color? No budget for specialized dashboard programs? Can’t keep up with end-user demands for different analyses?

New features in Excel 2010 and 2013 allow even casual users to create interactive dashboards that are both functional and great looking allowing you and your end-users to explore your data in ways you have only imagined—allowing you to convert your data into actionable information.

Even if you are a Pivot Table novice, you can create functional and great looking dashboards. In this webinar, we will show you the basic steps for creating interactive dashboards in Excel 2010 and 2013. Taking a holistic SEM approach, we will examine several use-cases throughout the student lifecycle.

From setting up your data, to creating the dashboard and modifying it to your own school colors, we will cover the basics of setting up a simple, yet interactive and informative dashboards. Some basic knowledge of Pivot Tables is useful but not required.

Published in: Education
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Creating Interactive Dashboards with Microsoft Excel

  1. 1. Creating Interactive Dashboards Excel 2010-2013 Jennifer Chadwick Associate Vice President for Enrollment Management University of North Georgia EM Consultant Loralyn Taylor, Ph.D. Director of Analytics for University Student Success Initiatives Ohio University
  2. 2. Jenn’s UNG StoryKeeping You and Your End Users Happy
  3. 3. Easy Excel Dashboards • The Data Imperative – Translating Data to Action – Empowering end-users • Data Exploration & Communication – Use cases • New features in 2010 & 2013 – Pivot Tables, Pivot Charts, Slicers, PowerPivot • Building an Interactive Dashboard
  4. 4. University of North Georgia • Public Liberal Arts, 7th largest in USG • 5 Campuses • Fall 2015 Enrollment:17,629 • Senior Military College - 1 of 6 in nation • Enrollment increases – 11 consecutive years • Consolidation – 6,500-16,000 overnight • Moving forward – data mining
  5. 5. Data Mining and Challenges • Data Cleanup and Analysis • Used the data to identify/prioritize challenges – Attrition between semester to semester enrollment – Attrition between drop/add and census – Scheduling and registration difficult - attrition – Course offerings needed to be aligned with student plans of study DATA MINE AND DEVELOP PLAN OF ACTION
  6. 6. Results • Attrition between semester to semester enrollment ―1,300 more students registered earlier at Gainesville • Attrition between drop/add and census ―Retained 11.4% more students, tracking • Scheduling and registration difficult ―Attrition reduced by 60% • Aligned course offering with student plans of enrollment ―Grow enrollment more quickly which should equate to higher graduation rates.
  7. 7. • Small, private • Low selectivity • High First Gen • High Pell • HS Ave: B • SAT Total: 970
  8. 8. Graduation Rate Increases Two Year on time Associate’s Degree: +74% Four Year on time Bachelor’s Degree: +23%
  9. 9. Ohio University
  10. 10. DANGER HIGHER ED UNDER PRESSURE
  11. 11. Enrollment Management
  12. 12. The Goal “…more and better information into the hands of a greater number of people, enabling informed decision-making.” http://www.educause.edu/ero/article/academic-analytics-new-tool-new-era
  13. 13. Analytics
  14. 14. React Act Analytics
  15. 15. The Perils of Data Analyses
  16. 16. Challenges • Enterprise BI systems – Not user friendly – High start-up costs – High IT investment • Specialized skills • Long start times • Not agile or responsive – Deliver report, get new questions • Capacity – Analyses, Interpretation, Reporting
  17. 17. Excel PivotTables
  18. 18. Excel PivotTables
  19. 19. PowerPivot • Microsoft add in to 2010 & 2013 – Free – Microsoft Download Center • www.Microsoft.com/en-us/download • Search PowerPivot 2010 or 2013 • Powerful – Still Excel PivotTables • No programming – Millions of records – Combine & manipulate your data
  20. 20. “Dashboards are completely useless if you don’t know the problem you are trying to solve” --Jim Sterne, Chair Digital Analytics Association Define the problem: • Why: – Exploring & analyzing – Presenting & communicating • What: – Accurately represent data – Clarity, KISS • Who: – Know your audience & their needs
  21. 21. Data Visualizations & Dashboards “Above all else, show the data” --Edward Tufte My favorite references: Stephen Few: • Information Dashboard Design: The Effective Visual Communication of Data • Now You See It: Simple Visualization Techniques for Quantitative Analysis
  22. 22. Let’s Build!
  23. 23. 1. Add new worksheet 2. Click top left corner to select all 3. Add white fill to sheet 4. Add logo
  24. 24. Excel PivotTables
  25. 25. 1. Insert PivotChart 2. Select Chart Type 3. Click OK
  26. 26. Cleaning up our PivotChart
  27. 27. Branding Use University Colors!
  28. 28. Save as Template for future use
  29. 29. Change your Chart Design 1. Select the Chart, Design Tab 2. Quick Layout Button 3. Pick your Layout 4. Add Chart Titles, Axis Titles…
  30. 30. Repeat: PivotTable, PivotChart, Move to Dashboard
  31. 31. Adding Slicers for Interactive Data Exploration 1. Select a chart 2. Analyze Tab 3. Insert Slicer 4. Pick field to filter on to insert Slicer • Fall Year • Can also add multiple Slicers at once
  32. 32. 1. Slicer 2. Slicer Tools • Options 3. Columns • 3
  33. 33. 1. Right click on the Slicer box 2. Click Slicer Settings • Uncheck Display Header • If values are obvious • Check Hide items with no data 3. Resize to get 4—move into position Format Your Slicer
  34. 34. Slicer Tools Options Tab • Lots of Slicer Styles • Adjust height, width • Can Align multiple Slicer boxes • EXPLORE your options!!
  35. 35. Link your Slicers to each Chart
  36. 36. Other Cool Features Key Performance Indicators Top 10 List • Bottom 5, etc. Explore!
  37. 37. Dashboard Ideas • Admissions – Top 10 counties by prospects, conversion rate, applications, yield rates, confirmations, etc. – Office management • Counselor performance, contacts, days since last contact – Time series • Apps over time vs. student demographics, geographic info, territory, counselor – Fin Aid info • Retention by package, EFC, gap, FASFA filing
  38. 38. Dashboard Ideas • Student Success – Pre-requisite vs. class performance vs. next class – Student progression to grad by demographic factors – Attrition over time by demographic or geographic info – Registration • Next semester reg vs time or demographic info • Top 10 courses— >waitlists, < remaining seats, dropped during add/drop
  39. 39. Future Presentations • SEM 25, Nov 4, 8am – Analytics in Student Success: From Admissions to Commencement • AACRAO National – Half-day workshop—Creating Interactive Dashboards in Excel – Analytics in Student Success: From Admissions to Commencement • March 23, 9:15am
  40. 40. Questions? Loralyn Taylor, Ph.D. Director of Analytics for University Student Success Initiatives TaylorL4@ohio.edu @LoralynTaylor www.linkedin.com/in/loralyntaylor/ Jennifer Chadwick Associate Vice President of Enrollment Management Jennifer.Chadwick@ung.edu JennChad10@gmail.com https://www.linkedin.com/pub/ jennifer-chadwick/36/803/ba9
  41. 41. AACRAO 2015 Strategic Enrollment Management Conference in Hollywood, FL - November 1 - 4, 2015 Registration is now open. www.aacrao.org/2015-sem AACRAO Professional Development AACRAO offers professional development opportunities through meetings, online classes and webinars. For more information, please visit www.aacrao.org/ Publications AACRAO offers a valuable library of resources on transfer and other higher education topics. For a listing of our recent publications, please visit www.aacrao.org/resources/publications

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