IEEE OU AnalyticsSAMIEEE moves to Tableau

Vera Lee Sharoff

Director Information Management

Member and Geographic Activities

SAMIEEE vs IEEE OU Analytics

SAMIEEE is currently delivered through a tool called Oracle Business Intelligence Enterprise Edition (OBIEE)

• Over the years both staff and volunteers have become very dependent on it.• There are many issues• The biggest issue is that It’s too slow

• Performance varies from mediocre to intolerable• It’s not intuitive

We have taken on the task of transitioning SAMIEEE to a new Business Intelligence tool

• Vision:• To provide fast, reliable and efficient access to information• Cloud based• Paves the way for greater understanding of our members• Enables integration of IEEE data from different sources

• eg. vTools Events, Conference attendance

SAMIEEE vs IEEE OU Analytics

The new tool will be completely dashboard driven • Similar to today’s Section or Society Vitality Dashboard

SAMIEEE as we know it will run concurrently and be sunset at the end of the year

New Technology Platform

Today In Cloud

Data Warehouse

Data Integration

IEEE OU Analytics

• Tableau is a visual Business Analytics program

• Tableau will use the same data sources used by SAMIEEE

• Rebranded IEEE OU Analytics

• Access is based on the volunteers’ position and OU

Data Includes:

• Active Members and Society Affiliates• Members / Society Affiliates in arrears or inactive for

3 years• Active/Inactive Society memberships• Other memberships:

• Women in Engineering (WIE)• Young Professional (YP)• Consultants Network (CN)• Technical Communities

• Member subscriptions• Students that attend a university in your Section

IEEE OU AnalyticsSoft Launch August 2017

Volunteers can access the SAMIEEE Dashboard Landing Page at:

• https://tblanalytics.ieee.org/#/site/IEEE/views/LandingPage_0/LandingPage?:iid=1

IEEE OU Analytics - Landing Page

IEEE OU Analytics - Landing Page

The landing page is divided into areas

Members and Affiliates – an overview members and affiliatesStudents – provides an overview of attending students (all grades) by OU and School.Volunteer Positions – lists of current OU volunteers including volunteer history.Memberships, Subscriptions and More … provides information regarding memberships, subscriptions, and participations by region, grade, gender, years of service and renewal category. Doublet – provides a view of overlapping memberships for OU’s.Map – coming soon

Navigation

Navigation

Navigation

• Interacting with Content – Filtering Within a Visualization

– In addition to drop-down filters, users can filter data directly from the visualization.

– Click on the data point on the chart you wish to explore. The selected data

An area will open and will be automatically filtered.

(Example: on the “Count by Grade” pie chart in “Memberships, Subscriptions, and More – click on the GSM slice. You will see only GSM’s displayed on the chart and counts in the table also reflect GSM’s only.

Navigation

Undo• Use the Undo button to go back through the changes you’ve made

one step at a time.

Revert• Use the Revert button to restore filters to original view maintained on dashboard.

This action reverts all dashboards to original view and removes all changes/selections made to filters.

Download Data

Four Download optionsTo download the data, click on the area you want to download

Then click on the Download button on the top right of the screen. The following options will appear:

• Image – downloads the image on your screen to a png file.

• Data – downloads the data to a csv file.

• Crosstab – (recommended download option) downloads the data to a csv file.

• PDF – downloads the image on the screen to a PDF file.

Closer Look

Members and Affiliates

The Members and Affiliates Dashboard provides an overview of IEEE members, society affiliates, and SA members by their geographic organizational units.

An overview count of members by Region, Council, Section and Subsection is available.

There are multiple visualizations:

• Table of Count by Grade

• Pie chart of Count by Gender

• Bar graph for Count by Technology Focus Area

• Bar graph for Count by Grade and Gender

Members and Affiliates

Members and Affiliates

Hover over any visualization to display a Tool Tip.

- To lock in a detailed view, such as your Section members only, click on the Section name in the table, hover over column and a tool tip will appear. Select “Keep Only” and this view will be locked. When locked, this selection will carry throughout other visualizations.

Members and Affiliates

To lock in a detailed view, such as your Section members only, click on the Section name in the table, hover over column and a tool tip will appear. Select “Keep Only” and this view will be locked.

When locked, this selection will carry throughout other visualizations on that page.

IEEE OU Analytics - Landing Page

Students

Shows attending students by Section

Shows attending students by School

Students

Students

Volunteers

Memberships, Subscriptions and More

Memberships, Subscriptions and More

Memberships, Subscriptions and More

Memberships, Subscriptions and More

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Map – Coming Soon

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