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FROM DATA TO DASHBOARD: IT TAKES

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F

ROM

DATA

TO

DASHBOARD

: I

T

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

(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

(3)

Current data

reporting status

• FACTS

• Unit Profile • Fact Book

(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

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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

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Eliminated Niche Players

Focused on

Leaders (Oracle, SAS, and Tableau) SAS was selected

Magic Quadrant 2012

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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

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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

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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

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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

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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

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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

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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

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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

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Summary

Reviewed where we are (tradition and

resources)

Why we selected the tool we have

Knowledge and skills gained

Dashboard show

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References

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