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1 Proposed New Direction in Dashboard Reports

1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

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Page 1: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

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Proposed New Direction in Dashboard Reports

Page 2: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

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Proposed Analytic Change

• From: School verification in general• To: Specific criteria in particular

Page 3: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

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Assessing Criterion/Criteria

• Initially– Schools populate user specified field– Current standard and shared reports

• Eventually: Tool enhancements– Criteria field– Allow each criterion to be used as a

filter on all reports– New dashboard report

Page 4: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

User-specified Field 15

• Add String Field 15 • Create flat file • Assign criteria codes

–capital letters A-Z– lower case a-z–numerals 0-9

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Page 5: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Shared Report Demohttps://fafsa.ed.gov/FOTWWebApp/faa/expert/faa.jsp

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Page 6: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Save the Shared Reports as Your Own

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Page 7: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Overview: Efficiency and Effectiveness

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Page 8: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Overview

• Sample– Effectiveness– Not Selected with

Major Change– Find who to add

• Selected Records – Efficiency– Selected No Major

Change– Find who to subtract

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Page 9: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

InfoAssist Opening Screen

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Page 10: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Criteria Field as a Filter

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Page 11: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Details: Efficiency and Effectiveness

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Page 12: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Details: Categorical Variables• Need analysis

formula • Federal tax filing

status• Federal tax form used• EFC category• Parent Adjusted

Gross Income category

• Student Adjusted Gross Income category

• Dependency Status • School Verification

Status• CPS Verification Status• Major Change Status• School verification by

change status

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Page 13: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Details: Measures• Fields

– ABS_EFC_Change – ABS_Pell_Change

• Statistics– Counts– Sum– Average

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Page 14: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Applying Filters in Active Reports

Two-step process

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Page 15: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Rollup Tables in Active ReportsProcess Result

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Page 16: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Add (Y) – Measures to RollupProcess Result

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Page 17: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Change Statistics with ∑Process Result

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Page 18: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Charts in Rollup

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Page 19: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Example Bar Chart

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Page 20: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Pivot (Crosstab)Process Result

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Page 21: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Add (Y) – Measure to PivotProcess Result (after selecting Sum

with ∑)

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Page 22: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Details: Tips

• Use the sample • Respect sample uncertainty• Analyze information you will use• Sum = total risk posed • Average = risk posed by each• At least 5 records

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Page 23: 1 Proposed New Direction in Dashboard Reports. 2 Proposed Analytic Change From: School verification in general To: Specific criteria in particular

Timeline

• Make do through 2011-12• Tool enhancements 2012-13

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