1 Research 101: Pivot Tables & Dashboards Daniel Martinez, PhD Director, Institutional Research Presented at the California Association of Institutional Research Annual Conference Garden Grove, November 15, 2018
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Research 101: Pivot Tables & Dashboards
Daniel Martinez, PhDDirector, Institutional Research
Presented at the California Association of Institutional Research Annual ConferenceGarden Grove, November 15, 2018
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• The difference between data and information
• Some examples of dashboards and pivot tables
• Pivot tables– Why– How
• Alternatives to pivot tables
What we will cover today
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What is the difference between data and information?
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How data becomes information
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A dashboard displays key data points to monitor performance.
What is a dashboard?
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Why use pivot tables?
• Transparency• Accountability• Efficiency Memory Updates Drill down Grouping
• Cost
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Examples
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Example 1
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Example 2
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Example 3
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Example 4
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Example 5
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Example 6
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Let’s build a dashboard!
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158,454 rows of data!
Step 1: Raw Data
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Step 2: Convert data to a table
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Step 2: EXCEL identifies the table size
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Step 3: Rename Table
IMPORTANT for updating data!
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Step 3: Use the same name to update data
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Step 4: Create Pivot Table
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EXCEL identifies the table
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Pivot Table Layout
Pivot Table
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Add ID to the Values Area
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Add Term to Rows
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Create Chart
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Filters
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Filters
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Insert Filter
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Insert Slicer
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Select Subject
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Select a subject to drill down
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Add Gender to Columns
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Remove Data to Save Space
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Difference in File Size
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Update Chart
Open new data set…
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Copy Sheet to Pivot Table File
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Use the same name as the previous table
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Refresh the pivot table
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Updated!
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Discussion
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Dr. Daniel MartinezDirector, Institutional Research
mailto:[email protected]
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