October 25, 2023: Slide deck for CCC TUG

1. CCC TUG
Boo-tiful Tableau Dashboards
October 25, 2023

2. CCC TUG
Boo-tiful Tableau Dashboards
October 25, 2023

3. CCC TUG
Boo-tiful Tableau Dashboards
October 25, 2023

4. This meeting is
being recorded

5. Agenda
Announcements
Survey Results
Strategic Planning and Enrollment Management
Tableau Showcase
Office Hours: Data Governance
Next Meeting - December 6, 2023

6. Iron Viz
● Viz what you love
● Submissions are due on October 31
Qualifier is open!
https://www.tableau.com/community/iron-viz

7. OER/ZTC Data
Webinar: November 17 10:30-11:30 am
Contact:
Heather Dodge (hdodge@peralta.edu)

8. Survey Results
Lisa Trescott

9. Strategic Planning
and Enrollment
Management
Christopher Crew

10. How we use
Tableau
1. Program
Review
2. Enrollment
3. Vision 2030
Our motivation
1. Time
2. Innovation
3. Training
4. Best
practices
Dashboard
• Overview
Overview
Parameter use
• Use case
@ SBCCD Tableau is a means to move from problem to purpose.
Tableau is a seen as a tool for engagement and modeling District Initiatives

11. Where It Started
Footnote

12. Tableau Process

13. Resources
Parameters
Tableau Deep Dive: Parameters – Parameter Overview
Use Show/Hide Functionality for Container
Tableau 2021.2 New Feature: Show and Hide Everything!
Visualizations in Tooltips
Mastering Viz in Tooltip and Tooltip Filtering in Tableau

14. Tableau
Showcase
Denice Inciong, Judy Perez,
Nicole Ortega, Gene Tjoa

15. South Orange County Community College District
SOCCCD
Climate Survey
Dashboard Overview

16. South Orange County Community
College District
Multi-college District
• Irvine Valley College – Irvine, Ca
• 14,796
• Saddleback College – Mission Viejo, Ca
• 24,821
• District-wide
• 37,183
District Services – Office of Research, Planning and
Data Management
• Denice Inciong, District Director
• Gene Tjoa, Data Warehouse Database
Administrator
• Judy Perez, Research Analyst
• Nicole Ortega, Research Analyst

17. https://invision.socccd.edu/t/SOCCCD/views/CLIMATESURVEY2023_16941915894870/INTRODUCTION

18. SOCCCD Climate Survey Overview
Content areas and number of survey items
• Demographics (4)
• Working environment (4)
• Working relationships (3)
• Interactions with locations (3)
• Administrators (4)
• Work culture (6)
• Communication (8)
• District planning (3)
• Professional development (6)

19. Process of Visualizing Survey Data
Survey Data - Preparation
• Clean it – removing respondents that clicked on the survey link, but did
not answer any questions, etc.
• Challenges of combining the data into one file - edits to the survey
over the years
• Create an Excel file with two sets – one for all survey question data, one
for demographic questions
• Recode string data into numeric with all survey question data
• Keep data in string format for demographics
• Both data sets must be formatted identically
• Join the demographics and survey questions in Tableau

20. Pivoted Data
Survey Data Reshaping
Unpivoted Data

21. Data Visualization

22. Data Visualization Design
Content Areas Similar Design – Tabs
• Work Environment
• Working Relationships
• Perceptions of Leadership
• Work Culture
• Communication
• District Model and Process
• Professional Development
Filters (Located on the Upper Right of Dashboard)
• Year of the survey (2017, 2021, 2023)
• Employee Type (Faculty, Classified Staff,
Administrator/Manager)
• Location – District Services, IVC, Saddleback, or choose
more than 1 location
Filters

23. Data Visualization Design
Likert Scales Color Palette
Satisfaction Scale
Relationship Scale
Frequency Scale:
Agreement Scale
Informed Scale
Likert Scales Color Palette
• Generally, we tried to keep to
“green” representing a more
“positive” sentiment and “yellow
or orange” representing more
“negative” sentiments.

24. Work Culture
Diverging Stacked Bar

25. Steps for Stacked Bar Chart
• Calculated Fields
• Group Responses - Positive, Negative, and
Unknown
• Percentages, not counts
• Axis Negative %
• Labels
• Total Count (N)

26. Lessons Learned
Always make sure your counts match as you develop the dashboard
• Pivot on the data source to get an accurate count to use as a comparison
May need to re-organize questions for better understanding
Large number of calculated fields
• Duplicated
• Likert Scale color legends
• Aliases
Next Steps:
Looking to incorporate open-ended question responses

27. Thank You

28. Office Hours
Data Governance

29. Get involved!
https://docs.google.com/forms/d/e/1FAIpQLScJ
HLKhTRtrkvvLtpfHQBRBI_anicDqVbze0KJBiVyo
9ptdEg/viewform

30. See you at the next
meeting!
Wednesday, December 6, 2023
1:00 - 2:30 PM
Lindsay Betzendahl
HealthDataViz
Patsy Garcia
Bakersfield College

31. Samantha Homier
Kimberly Coutts Lisa Trescott
LTrescott@miracosta.edu
@lisatrescott
Contact Information
KCoutts@miracosta.edu
@kimstrezz
SHomier@valleycollege.edu
CCC TUG
CCCTableauUserGroup@gmail.com
@CCC_TUG