Data Dashboards Using Excel and MS Word. Dr. Rosemarie O Conner Gabriel Hartmann
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1 Data Dashboards Using Excel and MS Word Dr. Rosemarie O Conner Gabriel Hartmann
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 Introduction to Dashboards 3
4 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),
5 Examples Maryland Report Card, 5
6 The Automation Process 6
7 Before We Get Started Have the following files available: REL Project.dotx (Template) REL Project.xlsm (Data File) Data Dashboards Using Excel and MS Word Handout (PDF) 7
8 Step 1: Design a Data Dashboard Developing a Model
9 Design a Model Start with a Blank Page Fill in the Model with Data
10 Developing a Data Dashboard Define the Purpose Design the Overall Structure Display Data 10
11 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 11
12 Now It s Your Turn.. Let s create a dashboard The dashboard will include information for parents on the following: 1. Demographics, percentage of students by: a. race/ethnicity (Asian, Black, Hispanic, White, Other) b. special education status c. ELL status 2. Test scores in reading and math Decide on your layout Remember this is your model! 12
13 Step 2: Creating a Word Template Adding Bookmarks 13
14 Word Template: Model Dashboard 14
15 Word Template: Highlight Key Elements 15
16 Show Bookmarks - PC 16
17 Show Bookmarks - PC 17
18 Show Bookmarks - Mac 18
19 Show Bookmarks - Mac 19
20 Word Template with Bookmarks 20
21 Adding Bookmarks in Word - PC 21
22 Adding Bookmarks in Word - Mac 22
23 Adding Bookmarks in Word - Mac 23
24 Adding Bookmarks in Word PC 1. In the document, 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. 24
25 Saving as a Word Template.dotx file 25
26 Any Questions about inserting bookmarks?
27 Now It s Your Turn... Open up the word template file and add bookmarks for the following: 1. School Name (schname) 2. percentage of Asian students (asian) 3. percentage of Black students (black) 4. percentage of Hispanic students (hispanic) 5. percentage of White students (white) 6. percentage of Other students (other) 7. percentage of special education students (speced) 8. percentage of ELL students (ell) 9. Test scores in reading (chart_r) 10. Test scores in math (chart_m) Bookmark names are listed in parentheses in red. 27
28 Step 3: Organize the Data Working with Excel 28
29 Data file: 4 sheets 1. Setup 2. Data 3. Charts 4. Code Info 29
30 Setup Sheet 30
31 Data Sheet 31
32 Data Sheet Compared to Setup Sheet 32
33 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). 33
34 Charts Sheet 34
35 Chart Names Should Be Unique 35
36 Bookmark Names Start With chart_ Setup Sheet Data Sheet 36
37 Code Info Sheet: Specifications 37
38 Any questions about organizing data in Excel?
39 Step 4: Run the Code Running the Macro 39
40 Enable the Macro 40
41 Run the Macro 41
42 Select Word Template File 42
43 Select Folder Location 43
44 Are there any questions about the automation process?
45 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! 45
46 Any final questions?
47 Resources Dashboards Documents/education-dashboard-cde11-specialreport-q3.pdf Excel Basics Creating Charts Macros 47
48 Rosemarie O Conner roconner@relmidatlantic.org Gabriel Hartmann gabriel.hartmann@forwardsquare.com 48
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