Partner with Institutional Analysis to develop unique dashboards and analytics to fit your needs.
Our team is here to guide you through the process of creating your first data visualization.
Five steps to develop a data visualization
![Flowchart depicting five steps to develop a data visualization--1) Preflight checklist. 2) Are there policy-driven protection requirements for your data. 3) Who is your audience? 4) What wisdom do you seek from your data? 5) Develop, iterate, automate, publish and refresh.](/sites/g/files/dgvnsk4871/files/media/images/partner_prog_graphic_horizontal_2024.png)
1. Got Data? Follow our preflight checklist.
- Data dictionary
- Source integration design
- Source system connection info (for ETL)
- Tableau license
4. What do you hope to learn from your data?
- Real-time data exploration and Q&A?
- Metrics identification and alignment with strategic planning
2. Are there policy-driven protection requirements for your data?
- IS-3 orientation: Data steward, P-Level, breach reporting requirements
- How and where should your data be stored?
- Identify approvals necessary to publish the project
5. Develop, iterate, automate, publish and refresh
- Help/train in dashboard authoring
- Develop instructional materials on dashboard use
- Automate ETL adn publish data sources and dashboards
- Schedule data refresh
3. Who is your audience?
- Public web? The whole campus? Specialists across all campus users? Specialists only in your unit?
About our process
We utilize the talents and subject matter expertise from divisions across campus to develop customized dashboards. With the use of Tableau, we will work together with partners to deliver fast results in a secure manner. These dashboards are available only to the partner's audience via AggieDash.
The program helps minimize the impact of long development lead times for core data modeling and development. We will often take siloed data, extract it, and present it only to the partner’s audience through visualizations.
Many of our partners require analysis and visualization of data from self-serve databases hosted locally (Excel, Access, etc.). When onboarding data in these cases, complicated interdepartmental collaboration to create unique pathways between servers is slow and unnecessary. As a solution, we developed the Rapid Data Onboarding Hub (RDOH). RDOH uses a single secure process that lets us quickly and securely upload partner data into our Tableau environment, allowing us to produce faster results.
Interested in partnering with us?
Contact us at bia@ucdavis.edu to get started.