Analyze Application Data with the IPEDS Tableau Accelerator

Application and User

To filter data in the dashboard by staff member or manager, you have User records structured using this parent-child relationship.

• User

  • User

    Application records specify an Owner (OwnerId) field that points to an employee at your institution. In addition, each User record specifies another employee in the Manager (ManagerId) field.

Note The data model requires that employees, not applicants, own Application records.

Let’s look at how this model works for a recruiter named Cali Nguyen.

Application Record

Application Name	Applicant	Applying To	Owner
APP-0123	Marla Gianni	B.S. Computer Science	Cali Nguyen

User Record

Name	Title	Manager
Cali Nguyen	Admissions Recruiter	Dimitri Trapalis
Dimitri Trapalis	Admissions Director	--

Application and Account (for Academic Programs)

To filter data in the dashboard by program, you have Account records structured using this parent-child relationship.

• Institution (record type is Educational Institution)

  • Department (record type is University Department)

    • Program (record type is Academic Program)

      The program Account record is specified in the Applying To field on the Application record.

Let’s look at how this model works for a student named Marla Gianni.

Application Record

Application Name	Applicant	Applying To	Application Status
APP-0123	Marla Gianni	B.S. Computer Science	Incomplete

Account Records

Account Name	Account Record Type	Parent Account
B.S. Computer Science	Academic Program	Department of Computer Science
Department of Computer Science	University Department	Connected University
Connected University	Educational Institution	--

Education History and Account (for Educational Institutions)

To filter data in the dashboard by High School District or High School, you have Account records structured using this parent-child relationship. 

• District (record type is Educational Institution)

  • High School (record type is Educational Institution)

    The high school's Account is specified in the Educational Institution Account (hed__Account__c) field of the Contact's related Education History record.

If you’re not using Accounts to identify school districts, you can still filter for high schools. Also, keep in mind that there's no qualifying logic to determine if the Account is for a high school. Therefore, college-related data can show up in the High School filter.

Let’s look at how this model works for a student named Marla Gianni.

Education History Record

Education History Name	Contact	Educational Institution Account
EH-1234	Marla Gianni	Trailhead Academy High School

Account Records

Account Name	Account Record Type	Parent Account
Trailhead Academy High School	Educational Institution	Village East School District
Village East School District	Educational Institution	--

Use Tableau Online

1. Go to Tableau Online and log in.

2. On the home page, click Accelerator Dashboards. If you don’t land on the home page, click Home, and then click See All.

3. On the Starters page, set your Data Sources filter to Salesforce.

4. Click IPEDS Tableau Accelerator.

5. Click Sign in to Salesforce and log in.

Use Tableau Desktop

1. Download the IPEDS Tableau Accelerator from Tableau Exchange.

2. Open Tableau Desktop.

3. From the Tableau Desktop home page, click Open a Workbook.

4. In the Data menu, select each data source that you want to use, and then select Edit Data Source.

5. Log in and select Allow to give access to your data.

Acceptance Rate | IPEDS — Institution Comparison

Compare two sets of institution acceptance rates. To view this dashboard, select the IPEDS Acceptance Rate tab.

• Hover over the icon to learn more about this dashboard and how you can use the reporting data (1).

• Filter the Set 1 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (2).

• Use the Rates and Total dropdown lists to filter the Set 1 Acceptance Rates report by rates, counts, and totals by gender. Hover over values for more information (3).

• Filter the Set 2 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (4).

• Use the Total dropdown list to filter the Set 2 Acceptance Rates report by gender. Hover over values for more information (5).

• View the Set 1 Acceptance Rates graphically (6).

• View the Set 2 Acceptance Rates graphically (7).

Yield rates | IPEDS — Institution Comparison

Compare two sets of institution yield rates. To view this dashboard, select the IPEDS Yield Rate tab.

• Hover over the icon to learn more about this dashboard and how you can use the reporting data (1).

• Filter the Set 1 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (2).

• Use the Rates and Total dropdown lists to filter for admissions or enrollment rates and totals by gender. Hover over values for more information (3).

• Filter the Set 2 data by Institution Name, School Year, OPE ID, State, Institutional Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (4).

• Use the Rates and Total dropdown lists to filter for admissions or enrollment rates and totals by gender. Hover over values for more information (5).

• View the Set 1 Yield Rates graphically (6).

• View the Set 2 Yield Rates graphically (7).

Enrollment | IPEDS — Institution Comparison

Compare two sets of institution 12-Month enrollments. To view this dashboard, select the IPEDS Enrollment tab.

• Hover over the icon to learn more about this dashboard and how you can use the reporting data (1).

• Filter the Set 1 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (2).

• Use the Grand total dropdown list to filter the Set 1: 12-Month Enrollment report by genders, races, and ethnicities. Hover over values for more information (3).

• Filter the Set 2 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (4).

• Use the Grand total dropdown list to filter the Set 2: 12-Month Enrollment report by genders, races and ethnicities. Hover over values for more information (5).

• View the Set 1: 12-Month Enrollment report graphically and use the Grand total menu to filter the report by genders, races, and ethnicities. (6).

• View the Set 2: 12-Month Enrollment report graphically and use the Grand total menu to filter the report by genders, race, and ethnicities (7).

Awards/Degrees | IPEDS — Institution Comparison

Compare two sets of institution completions. To view this dashboard, select the IPEDS Completers tab.

• Hover over the icon to learn more about this dashboard and how you can use the reporting data (1).

• Filter the Set 1 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (2).

• Use the Grand total dropdown list to filter the Set 1: Awards/Degrees Conferred report by genders, races and ethnicities. Hover over values for more information (3).

• Filter the Set 2 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (4).

• Use the Grand total dropdown list to filter the Set 2: Awards/Degrees Conferred report by genders, races and ethnicities. Hover over values for more information (5).

• View the Set 1: 12-Month Enrollment report graphically and use the Grand total menu to filter the report by genders, races, and ethnicities (6).

• View the Set 2: 12-Month Enrollment report graphically, and use the Grand total menu to filter the report by genders, races, and ethnicities (7).

Acceptance Rates | IPEDS — Salesforce Comparison

Compare institution completions from IPEDS with yours in Salesforce. To view this dashboard, select the IPEDS + SF Acceptance Rate tab.

• Hover over the icon to learn more about this dashboard and how you can use the reporting data (1).

• Filter the Set 1 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (2).

• Use the Rates and Total dropdown lists to filter the Set 1: Acceptance Rates report by Admissions, Applicants, and gender. Hover over values for more information (3).

• Filter the Set 2 Salesforce data by Application Date, Institution Name, Term, Ethnicity, Race, Gender, and Military Service (4).

• Use the Rates dropdown list to filter the Salesforce: Acceptance Rates report by Admissions or Applicants. Hover over values for more information (5).

• View the Set 1: Acceptance Rates graphically (6).

• View the Set 2 Salesforce: Acceptance Rates graphically (7).

Yield Rates | IPEDS — Salesforce Comparison

Compare institution yield rates from IPEDS with your rates in Salesforce. To view this dashboard, select the IPEDS + SF Yield Rate tab.

• Hover over the icon to learn more about this dashboard and how you can use the reporting data (1).

• Filter the Set 1 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (2).

• Use the Rates and Total dropdown lists to filter the Set 1: Yield Rate report by Enrolled or Admissions rates, and gender. Hover over values for more information (3).

• Filter the Set 2 Salesforce data by Application Date, Institution Name, Term, Ethnicity, Race, Gender, and Military Service (4).

• Use the Rates dropdown list to filter the Salesforce: Yield Rates report by Enrolled and Admission rates. Hover over values for more information (5).

• View the Set 1: Yield Rates report graphically (6).

• View the Set 2 Salesforce: Yield Rates report graphically (7).

Enrollment | IPEDS — Salesforce Comparison

Compare institution 12-Month enrollments from IPEDS with your enrollment data in Salesforce. To view this dashboard, select the IPEDS + SF Enrollment tab.

• Hover over the icon to learn more about this dashboard and how you can use the reporting data (1).

• Filter the Set 1 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (2).

• Use the Grand total dropdown list to filter the Set 1: 12-Month Enrollment report by race, ethnicity, and gender. Hover over values for more information (3).

• Filter the Set 2 Salesforce data by Application Date, Institution Name, Term, Ethnicity, Race, Gender, and Military Service (4).

• View the Salesforce: 12-Month Enrollment report. Hover over values for more information (5).

• View the Set 1: 12-Month Enrollment report graphically, and use the Grand total dropdown list to filter the report by gender, race, and ethnicity (6).

• View the Set 2 Salesforce: 12-Month Enrollment report graphically (7).

Completers | IPEDS — Salesforce Comparison

Compare institution completions from IPEDS with yours in Salesforce. To view this dashboard, select the IPEDS + SF Completers tab.

• Hover over the icon to learn more about this dashboard and how you can use the reporting data (1).

• Filter the Set 1 data by Institution Name, School Year, OPE ID, State, Institution Level, Institution Sector, Institution Size, Title IV Eligibility, HBCU, Tribal College, and Highest Credential Level (2).

• Use the Grand Total dropdown list to filter the Set 1: Awards/Degrees Conferred report by race, ethnicity, and gender. Hover over values for more information (3).

• Filter the Set 2 Salesforce data by Graduation Year, Institution Name, Term, Ethnicity, Race, Gender, and Military Service (4).

• View the Salesforce: Awards/Degrees Conferred report. Hover over values for more information (5).

• View the Set 1: Awards/Degrees Conferred report graphically. Use the Grand total dropdown list to filter the report by race, ethnicity, and gender (6).

• View the Set 2 Salesforce: Awards/Degrees Conferred report graphically (7).