Tableau @ UMass AmherstUniversity Analytics & Institutional ResearchandInformation Technology

October 3, 2019

Agenda

• Tableau @ UMass Amherst Overview• University Data and Tableau• Flagship Analytics• Amherst Data Pond• This Group• Q&A

Overview

• Introductions to the Tableau team• Who to contact for help, questions, and training

– Flagship Analytics: kfilep@umass.edu– General Tableau, Pond, Licenses: barbara.prickett@umass.edu

• Recap of the HelioCampus contract• Access to the Tableau Server

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Flagship Analytics & Amherst Data Pond

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Flagship Analytics: University Data &

DashboardsCourse

Reg Extract

Retention Extract

Degrees Extract

Enrollment Dashboards

Retention and Graduation Dashboards

…

…

Provost

Data source

Data source

Data source

Dashboards Dashboards

Amherst Data Pond

OAPA

Data Source

Data Source

Data source

Dashboards Dashboards

Tableau ServerHosts Data Pond

and Flagship Analytics

Tableau – Software for Data Visualization

← Consumers (limited development)

← Creators and builders

Tableau Serverhttps://analytics.umass.edu/All users

Tableau DesktopInstalled on local machinePower users/Publishers

Flagship Analytics Project Overview• University Strategic Plan

– Instill a culture of evidence at all levels that applies the best possible information and analysis to decisions.

• Partnership between UAIR and IT(+ vendor: HelioCampus)• Provide university decision makers with an intuitive, interactive

analytics solution that centralizes and connects key student data across the institution to provide a homogenized and comprehensive view to facilitate forecasting and enable better decision-making. These data sets will ultimately include Admissions, Financial Aid, Course Registrations, Persistence, Retention, Completions, and Course Faculty.

Class Faculty

University Data: Start with Student AnalyticsConnecting Data Across the Lifecycle

Financial Aid

Admissions

DATA MODELS

Course Registrations

Persistence

Retention Completions

STUDENT LIFECYCLE

DASHBOARDS & FOUNDATIONAL

PLATFORM

App Admit Enroll Persist Retain Graduate

University Data Ecosystem

LMS Services Advancement

SIS

Financial Aid

CRM

Student Engagement

System

University Data: Start with Student AnalyticsConnecting Data Across the Lifecycle

Financial Aid

Admissions

DATA MODELS

Course Registrations

Persistence

Retention Completions

STUDENT LIFECYCLE

DASHBOARDS & FOUNDATIONAL

PLATFORM

App Admit Enroll Persist Retain Graduate

Class Faculty

Access to Flagship Analytics

• Set of basic dashboards (no training required) is now available to all faculty and staff

• More access available after training– Who has been trained:

• Deans/Associate Deans/Assistant Deans/Directors/Dept Chairs• Data analysts + others who work with data• Provost area leadership + data people in the functional areas• Leadership in all VC areas

– Contact UAIR (oir@oirp.umass.edu) if interested in training

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Amherst Data Pond

• What is it– A place for campus users to publish own content using own data sources

• What is out there– Content by Provost’s Office, Office of Academic Planning and Assessment

(OAPA), Research and Engagement, etc. – Can only see if granted access by the project owner

• Consumers (users) vs creators (builders)– Consumers access content and can edit/create dashboards using data sources

published to the server, just need to login to server– Creators can make new content with new or existing data sources and publish

to the server, need Tableau Desktop10

Licenses, Training and Support

• Tableau Desktop Licenses– $1500 for the first year, $300 for subsequent years– Do not give up existing license!

• Training & Support– Many online sources (Tableau community, linda.com, etc. – send us your

favorites!)– IT can provide basic training, as well as training needed for project leaders

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Infrastructure for Data-informed Decision Making

Get the data: data access & use– Data dashboard and extract development– Partner with IT, HelioCampus

Understand the data: data literacy– Position-specific support of data competencies

Take care of the data: data governance – Ensure data availability, quality, and privacy– Partner with IT

The Tableau User Group

• How can this group be useful?• How do you use Tableau?• What topics are of interest?• What resources do you use for learning?• November topics: data prep + project leader info

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Apr 16