Alumni Analysis,Fundraising Activity Metrics, and

DOD Dashboards Using Tableau

Amanda StruerDirector, Advancement Research & Prospect Management

San José State University

CARA Conference 2019#CARAByTheLake

Topics To Be Covered

1. Data Clean-Up and Prep2. Alumni Analysis

Calculations, Grouping, Sets, and Mapping3. Fundraising Activity Metrics4. DOD Dashboards5. Questions

What Is Tableau?

Data Visualization Software used widely in the business intelligence industry.

Used by more than 30K companies such as Verizon, Pfizer, World Bank, Charles Schwab, Lufthansa, PepsiCo, REI, Cisco.

“TABLEAU can help anyone see and understand their data, connect to almost any database, drag and drop to create visualizations, and share with a click.” (Tableau.com)

It can be connected live or extracted to your database with most data files including Microsoft Excel, Text file, JSON file, Access, PDF, Spatial file, statistical file

Data Clean-Up and PrepCheck the data, find issues and clean it (GIGO, garbage in – garbage out)

Potential data issues to look for:

1. Professional degrees such as MBA, MPA and MPH don’t match their major.

2. Majors are listed under the wrong school.

3. Same majors might have different names.

4. Graduation year, major or school are missing

5. Alumni with graduation year earlier than 1930 should be checked and probably marked deceased

Create calculated fields: binary numbers (donor, major donor, planned gift, Alumni Couple etc.), groupings and sets.

Dimensions: Fields that contain qualitative, categorical information such as text and dates.Measures: Fields that contain numbers, which can be aggregated.

CREATING CALCULATED FIELDS

Groups: Used to create a higher level category (for example regions or territories)

Sets: A subset of your data that meets certain conditions. Lets you custom select members of a dimension and compare and contrast them (IN vs. OUT)

Building DOD Fundraising Activity Dashboards

Show DOD Fundraising Activity Progress Versus Goal

Add Filter To Select Individual DODs

Create dashboards targeted to the individual DODs’ portfolios.

Fundraising Activity Dashboard

DOD Portfolio Dashboard

Questions?

Amanda StruerDirector, Advancement Research and Prospect ManagementSan Jose State UniversityAmanda.Struer@sjsu.eduCARA, President-ElectPlease contact me if you are interested in presenting a webinar to the CARA community.

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