Creating and Using Automated Dashboards for Teachers. June 10, 2014

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1 Creating and Using Automated Dashboards for Teachers June 10, 2014

2 Agenda Introduction to Dashboards Automation Process Demonstration 4 steps: 1. Design a dashboard 2. Create Word Template with Bookmarks 3. Organize the data in Excel 4. Run the code 2

3 Poll Questions: Please rate your level of experience What is your level of experience creating tables using Microsoft Word? Beginner Some Experience Advanced What is your level of experience creating charts in Microsoft Excel? Beginner Some Experience Advanced 3

Beginner Some Experience Advanced What is your level of

4 Before we begin This webinar is designed for those with some experience using Microsoft Word and Excel: Building tables in Word Creating charts in Excel or Word The macro is compatible with Excel for Mac 2011 The dashboard that we are creating is not for the internet 4

Creating charts in Excel or Word The macro is compatible with Excel

5 Introduction to Dashboards 5

6 The Education Dashboard Is a tool to: Help organizations improve student performance Increase teacher effectiveness Manage operations more efficiently and cost effectively Better communicate results to student, teachers, parents, the public, and state and federal education agencies Brown, C. (2011). Converge Special Report: The Education Dashboard. Center for Digital Education 2(3),

results to student, teachers, parents, the public, and state and federal education agencies Brown,

7 Why Would Teachers Be Interested In Data Dashboards? 7

8 Data-Driven Decision Making Teachers have been using data to make decisions for decades: Instructional planning Evaluating student learning Monitoring student learning Remediation Evaluating a lesson/instruction Using technology to support data-driven decision making 8

learning Monitoring student learning Remediation Evaluating a

9 Typical Progress Reports rogress-report-form.html HIGH-SCHOOL---STUDENT-PROGRESS-REPORT 9

10 Automation Process Demonstration 10

11 Demonstration 1: The Automation Process 11

12 Poll Question: Dashboard Uses What are the different ways that you would use dashboards in your classroom? (select all that apply) Inform Classroom Instruction Monitor Student Progress Provide Feedback to Students Inform Parents/Guardians of Student Progress 12

(select all that apply) Inform Classroom Instruction Monitor

13 Before We Get Started Please download the following files: REL Project.dotx (Template) REL Project.xlsm (Data File) Creating and Using Automated Dashboards Handout (PDF) 13

14 Step 1: Design a Data Dashboard Developing a Model

15 Design a Model Start with a Blank Page Fill in the Model with Data

16 Define the Purpose of the Dashboard What is the purpose of the dashboard? Communicate achievement Monitor student progress Evaluate a lesson Who are the intended users? Students Parents You 16

17 What Data Do You Want To Include? Achievement Data Tests Quizzes Performance/Project Assignments Homework Data Number of Completed Assignments Number of Assignments Submitted Late Number of Missing Assignments Class Participation Data Contribution in Class Focus Attitude Behavioral Data Self-control Cooperation Attendance Data Number of Days Absent Number of Days Tardy 17

Completed Assignments Number of Assignments Submitted Late Number of Missing Assignments

18 What Do You Want Your Dashboard To Look Like? Decide on layout Number of pages Will it be broken into sections? Will it include any tables? Will it include any charts? You can also take an existing document and make it a dashboard We provide sample templates for pre-school, elementary school, middle school, and high school 18

Will it include any tables? Will it include any charts?

19 Poll Question I understand that data dashboards can be used to assist with data-driven decision making in my classroom. Strongly Agree Agree Disagree Strongly Disagree 19

20 Any Questions about Data Dashboard Design?

21 Step 2: Creating a Word Template Adding Bookmarks 21

22 Word Template: Model Dashboard 22

23 Word Template: Highlight Key Elements 23

24 Show Bookmarks - PC 24

25 Show Bookmarks - PC 25

26 Show Bookmarks - Mac 26

27 Show Bookmarks - Mac 27

28 Now It s Your Turn: Make your bookmarks visible If using a PC: 1. File Tab 2. Word Options 3. Advanced 4. Select Show Bookmarks If using a Mac: 1. Word Menu 2. Preferences 3. Authoring and Proofing Tools 4. View 5. Select Bookmarks 28

29 Word Template with Bookmarks 29

30 Adding Bookmarks in Word - PC 30

31 Adding Bookmarks in Word - PC 31

32 Adding Bookmarks in Word - Mac 32

33 Adding Bookmarks in Word PC 1. Click where you want to insert a bookmark. 2. On the Insert tab, in the Links group, click Bookmark. 3. Under Bookmark name, type a name. 4. Click Add. MAC 1. On the View menu, click Print Layout. 2. Click where you want to insert a bookmark. 3. On the Insert menu, click Bookmark. 4. Under Bookmark name, type a name. 5. Click Add. 33

34 Saving as a Template.dotx file 34

35 Poll Question I am able to create a template file that can be used as a data dashboard. Strongly Agree Agree Disagree Strongly Disagree 35

36 Any questions about inserting bookmarks?

37 Now It s Your Turn.. Open up the word template file and add bookmarks for the following: 1. Student Name (name) 2. Class Participation (partic) 3. Homework Average (hwave) 4. Exam Average (examave) 5. Current Grade (grade) 6. Scores on Homework Assignments (chart_hw) 37

38 Step 3: Organize the Data Working with Excel 38

39 Data file: 4 sheets 1. Setup 2. Data 3. Charts 4. Code Info 39

40 Setup Sheet 40

41 Data Sheet 41

42 Data Sheet: Compare to Setup Sheet 42

43 Poll Question: Organizing Data I am able to organize data to create a data dashboard. Strongly Agree Agree Disagree Strongly Disagree 43

44 Any questions about organizing data in Excel?

45 Now It s Your Turn.. In the data file, complete the Setup sheet: Fill in the information in the first two columns: 1. BmkName (bookmark name) 2. Column (the number of the column where the data that will replace the bookmark is located). 45

46 Charts Sheet 46

47 Chart Names Should Be Unique 47

48 Bookmark Names Start With chart_ Setup Sheet Data Sheet 48

49 Are there any questions about charts?

50 Code Info Sheet: Specifications 50

51 Step 4: Run the Code Running the Macro 51

52 Step 1: Enable the Macro 52

53 Step 2: Run the Macro 53

54 Select Word Template File 54

55 Select Folder Location 55

56 Demonstration 2: The 4-Step Process 56

57 Are there any questions about the automation process?

58 Now It s Your Turn.. In the data file, complete the Code Info sheet: Fill in the shaded box with the specification to run your data Run the Macro! 58

59 Are there any final questions? 59

60 Resources Dashboards ments/education-dashboard-cde11-special-report-q3.pdf Excel Basics Creating Charts Macros 60

61 REL Mid-Atlantic Online Discussion Forums 61

62 Upcoming June Webinars Register at: 62

63 Cross REL Joint Webinar Register at: 63

64 Please take a minute to complete our participant satisfaction feedback survey!

65 Rosemarie O Conner roconner@relmidatlantic.org 65

Data Dashboards Using Excel and MS Word. Dr. Rosemarie O Conner Gabriel Hartmann

Data Dashboards Using Excel and MS Word Dr. Rosemarie O Conner Gabriel Hartmann Agenda Introduction to Dashboards Automation Process Demonstration 4 steps: 1. Design a dashboard 2. Create Word Template