AIRPO – June 5, 2014

Dynamically Displaying Survey Results With Tableau

Amy Guthrie

Joseph MantioneMichael Randall

University at Buffalo

UB Surveys- web presence

Main objectives of the project are:• Response Results for major in-house surveys• Interactive• Common formats (same Likert scales or other

coding schemes when possible)• User friendly• Stimulate new questions from response info• Interactive search tool for finding topical area

questions from various surveys

Main Surveys to includeCategory Survey Title Respondents Dates

Newly Enrolled Students

New Freshman Survey Newly admitted freshmen2007 to present (CIRP data is available prior to 2007)

New Transfer Survey Newly admitted transfers

2006 to present; beginning this year, the administration cycle will be every 3 years, making the next administration Fall 2013

New International Student Survey Newly admitted international students 2007 to present

Graduating Students and Alumni

Undergraduate Senior Exit Survey Graduating seniors 2007 to presentRecent Grad Survey (internal only) UB graduates after June 2009 November 2012

Alumni Survey (One Year Out) Undergraduates receiving degree in the past year 2009

Doctoral Degree Recipients Survey Graduate students receiving PhD’s or like degrees 2009 to present

Satisfaction SurveysSUNY Student Opinion Survey All undergraduates 2000, 2003, 2006, 2009, 2012

Graduate/Professional Student Opinion Survey

All graduate/professional students 2009, 2012

Other Surveys National Survey of Student Engagement (NSSE)

Freshman and seniors 2008, 2011

Leaving UB prior to Graduation Non-Returning to UB survey (internal only) All students who leave UB prematurely 2011 to present

Results:

• Most of the main surveys from objectives are now in our web presence

• Selected surveys were tabled for either low response n’s or sensitive info not appropriate for general public

• Interactive search lookup is yet to be developed

• Additional requests are starting to come in based on the info now on our web pages (e.g. more detailed questions or several time-frame comparisons).

AIRPO – June 5, 2014

Dynamically Displaying Survey Results With Tableau

Amy Guthrie

Joseph MantioneMichael Randall

University at Buffalo

http://www.buffalo.edu/provost/admin-units/apbe/reports-documents/institutional-analysis-briefs.html

Student Surveys on the web:

AIRPO – June 5, 2014

Dynamically Displaying Survey Results With Tableau

Amy Guthrie

Joseph MantioneMichael Randall

University at Buffalo

What is Tableau ?Tableau is easy-to-use business intelligence software used for data

analysis.

Tableau natively connects to dozens of data sources, including Oracle and MS-SQL, as well as local sources like MS-Access and Excel.

Once connected you use drag and drop tools to visualize and create interactive dashboards.

Visualizations can be presented to your audience via PDF, Tableau Reader, Tableau Server or Tableau Public.

For more information: http://www.buffalo.edu/provost/admin-units/apbe/reports-documents/tableau-analytics/Tableau-Resources.html

UB’s Deployment Model

• Free Trial of Publishing Software• On Demand Video Training• Developed a few concept pieces (Build confidence in your

abilities) • Purchased Publishing Software• Converted legacy strategic reporting to Tableau (You know

those reports, you know your numbers: it builds trust)

• Integrate with Data Warehouse - Visualization can highlight bad data

• Free Trial of Server Software installed on test virtual environment

• Purchase Server Software

• Developed institutional strategic reporting • Built multi-site environment for unit specific reporting

Tableau Desktop – Data Connections

• Connections to over 32 data sources and Drivers• Oracle, Microsoft SQL, MySQL, DB2• Microsoft Access, Excel, PowerPivot and Text• Any ODBC Compliant data source

• Actian Vectorwise, Amazon Redshift, Cloudera Hadoop, Cloudera Impala, DataStax, EMC Greenplum, Firebird, Google Analytics, Google BigQuery, Hortonworks, HP Vertica, BM DB2, IBM Netezza, MapR Distribution, Microsoft Access, Microsoft Excel 2003, Microsoft PowerPivot, Microsoft SQL Server, Microsoft SQL Server Analysis Services, Microsoft Windows Azure, MySQL, OData, Oracle, Oracle Hyperion Essbase, ParAccel Analytic Database, PostgreSQL, Progress OpenEdge, Salesforce.com, Force.com, Database.com, SAP HANA, SAP NetWeaver Business Warehouse, SAP Sybase, Teradata, Teradata Aster Data nCluster

Tableau Desktop - Graphic Types

• Graphic (over 90 types)• Area Chart• Bar Chart• Bubble Chart• Bullet Graph• Box Plot (w/ Whiskers)• Gantt Chart• Dot Plot • Histogram• Line/Area Chart• Maps (Geographical and Heat)• Pie• Scatter Plot• Text Table/Crosstab• Tree Map• Word Cloud

Tableau Desktop – Distributing

Reports

• PDF• Tableau Reader• Camtasia – Video recording• Tableau Server• Tableau Public

Tableau Server

• Licensing and Costs• Building Dashboards• Using ArcGIS for converting Shapefiles and GeoCoding• Filtering data using Tables• Server – Multiple Sites – License Management

Tableau Server

Tableau Public

Tableau Public

Tableau Public

AIRPO – June 5, 2014

Dynamically Displaying Survey Results With Tableau

Amy Guthrie

Joseph MantioneMichael Randall

University at Buffalo

AIRPO – June 5, 2014

Dynamically Displaying Survey Results With Tableau

• How to download the Senior Exit Survey• http://www.buffalo.edu/provost/admin-units/apbe/reports-documen

ts/institutional-analysis-briefs/undergraduate-senior-exit-survey.html

• For more information• http://www.buffalo.edu/provost/admin-units/apbe/reports-documen

ts/tableau-analytics/Tableau-Resources.html

AIRPO – June 5, 2014

Dynamically Displaying Survey Results With Tableau

Amy Guthrie

Joseph MantioneMichael Randall

University at Buffalo