FROM DATA TO DASHBOARD: IT TAKES

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1 1 FROM DATA TO DASHBOARD: IT TAKES MORE THAN GRAPHS Meihua Zhai Director, Office of Institutional Research, University of Georgia Shweta Doshi Business Intelligence Application Analyst, University of Georgia Julie Hart Davis Institutional Research Analyst, University of Georgia

Shweta Doshi Business Intelligence Application Analyst, University of

2 2 Overview Our current data reporting status Needs for data visualization Criteria used in evaluating and selecting a tool Learning curve climbed Dashboard show in SAS VA Lessons learned

3 3 Current data reporting status FACTS Unit Profile Fact Book Ad hoc request

4 4 Current Status Tables of data Good for power users, but may be overwhelming for casual users Because they are canned, users don t have much flexibility to get what they need without going over multiple pages to compile the data they need

canned, users don t have much flexibility to get what they

5 WE NEED DATA VISUALIZATION 5

6 6 Criteria and references in selecting a tool Gartner s Magic Quadrant Review of BI tools Pioneer institution s experience (Arizona State U, Kennesaw State U, West Kentucky U, University of Minnesota) Current staff skillset and expertise Comprehensiveness Learning curve Price

(Arizona State U, Kennesaw State U, West Kentucky U, University of

7 7 Magic Quadrant 2012 Eliminated Niche Players Focused on Leaders (Oracle, SAS, and Tableau) SAS was selected

8 8 Road Bumps Server Administration Software installation cost extra Steep learning curves to administer the server and register the metadata There are so many ways to take that we were not sure which way is a shortest

administer the server and register the metadata There

9 9 Developing the first dashboard Selecting the first project (Classroom utilization) Scope keep the scope within reach and achievable (low hanging fruit) Strategy Easily available data Areas with broad impact Information needed and yet to develop

achievable (low hanging fruit) Strategy Easily available data

10 10 Guidelines for dashboard development The dashboard should: Convey a message Visual presentation of performance measures Quick identification of trends and correlations Measure of efficiencies/inefficiencies Provide optional detailed numbers besides the graphs KPI buy-in by the users

identification of trends and correlations Measure of

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20 20 About SAS Visual Analytics SAS Visual Analytics The dashboards were developed using SAS VA v.6.4 Version 7.1 Released March, 2015 and the dashboards became mobile-device ready SAS has a team of customer support and Quick Start Services Big user-group support Strong analytics function Interfacing with its strong data management capabilities

1 Released March, 2015 and the dashboards became mobile-device ready SAS has a team

21 21 Limitations Difficulty with set-up Mobile app and computer screen do not match Some simple features unavailable Sorting days of week as Monday, Tuesday instead of alphabetically (need to create user defined format in SAS) Changing or hiding certain labels Data needs be available in a single table Cannot use multiple joins

22 22 Benefits Drag and drop and very easy to use Once data is prepared and loaded in the LASR Server very easy to navigate and create reports Limited IT expertise required for development Web enabled easy to share insights with anyone, anywhere

23 23 Fringe Benefits Quick and easy for ad-hoc reporting with details Answer complex questions faster and enhance the productivity of your analytical talent Detailed data easily exported in excel format From backroom to front display all-in-one suite

24 24 Lessons learned There s no ideal tool only a tool that fits you Build your future on your present Start from the end and start small Prior data preparation is the key - dashboard is for display only (team up your staff to work together) Just good SAS programming skills are not sufficient Need to expand our knowledge regarding data and charts Visualization must deliver a message Charts can be misleading

25 Magic Quadrant

26 26 Summary Reviewed where we are (tradition and resources) Why we selected the tool we have Knowledge and skills gained Dashboard show Lessons learned

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