Institutional Research Tools in Tableau

After a year of playing around and developing things in Tableau, we have finally been approved to release the new tools we’ve developed at work. Of course, by “we” I really mean “me”. To be fair, other people in the office have been responsible for gathering most of the data up to this point, and a few offered comments and suggestions on layout and colors. Still, it feels like I’ve been the lead on getting these tools developed in Tableau up to this point.

One thing I should mention is that Tableau is really designed as a way to visualize data (hence the term data visualization). In these cases we are actually using it as a tool to develop an interface to university data. The goal with many of these tools, especially the University Enrollment Explorer, is to allow people to find the information they are after, and at the same time provide ways of drilling down to answer additional questions once they have that information at hand. So far Tableau has proven to be very useful for doing this and considerably more user friendly than the pivot tables in MS Excel that we were using. One nice feature is that with Tableau you can export the data behind the tables, graphs, charts, etc. to create a pivot table if someone wants to do more with the data than the visualization allows. Anyway, here’s a link to the “Self-Service Tools” on our website.

IR Self-Service Tools

I should also mention that we’ve moved our “Facts and Highlights” into Tableau as well. It doesn’t allow for the interactivity provided by the other tools, but it’s more convenient than creating all the graphs and charts in Excel or Powerpoint like we were doing. That section of our website can be found here:

Texas State University Facts and Highlights

UPDATE 3/10/2016 – Coming soon there will be a link from the “Facts and Highlights” pages which will take you to the appropriate self-service tool in case you want to drill down and explore the data further. Well, most of them will have the link since we don’t have tools that deal with everything.