2019 Tableau Symposium View Other Sessions

Taking a deeper dive into the use of Set Actions, Parameter Actions and Show/Hide Dashboard Container. 

"This session will highlight several Tableau dashboards used by the Office of University Development to manage our business and track results. We will discuss our philosophy and share a few examples. 

The Annual Giving Counts Tool is essential for planning direct to constituent solicitation efforts. These projects are multi-channel (direct mail, email and phone) and require several months of planning and vendor coordination ahead of the send date. Prior to using this dashboard, project plans had to be developed based on estimates from previous projects leading to additional costs and reduced transparency with stakeholders. This tool allows for much more accurate piece count planning which saves time and money.

The Post-Campaign Report is the dashboard we currently use to track and communicate fundraising results to Development and UM leadership. This allows us to track fundraising results using multiple counting methodologies (cash and fundraising production) using a single tool. Information in the dashboard can be displayed at either the individual School/College level or University Wide allowing for greater use."

Walk through the development process for taking the Cancer Registry Teams data from multiple sources and turning it into actionable information available in one place. This helped the team meet several goals. 

An Outline of the Presentation is as follows:

1.) Basic team characteristics

2.) What they do and why it matters (Their work improves outcomes for cancer patients).

3.) The data

4.) Tableau demo – What we visualized and why

5.) Outcomes & the 2018 Challenges 

6.) Lessons Learned

7.) Future Plans