Analyze Student Success Data with the Tableau Accelerator

Term Enrollment

The dashboards use the Course Connection object to calculate enrollment for students (Contacts). Course Connections are associated with the Course Offering object, which has a lookup relationship to the Term object.

Academic Program

The dashboards use the Program Enrollment object to provide additional filters such as Class Year and Program.

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, then click See All.

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

4. Click Student Success Hub Tableau Accelerator.

5. Click Sign in to Salesforce and log in.

Use Tableau Desktop

1. Download the Student Success Hub 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, then select Edit Data Source.

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

Support Staff Overview

Understand how support staff engage with students. To view this dashboard, select the Overview tab.

• Hover over the icon to learn about the dashboard and how you can use it (1).

• Click the icon to go to the Student List tab, which contains data at the student level for appointments, alerts, grade point average, and credits earned (2).

• Filter data by Term, Staff Member, Appointment Topic, Gender, and Race/Ethnicity (3).

• KPI tiles show the average number of students per staff member, average number of appointments per staff member, and the number of students with and without appointments (4). Hover over the tiles for additional information.

• Review the total number of appointments over the last 12 months by staff member (5).

• Compare appointment volumes year-over-year (6). Hover over values for additional information.

• Evaluate appointment counts by topic and subtopic (7). Hover over values for additional information.

Individual Student View

See how support staff engage with individual students. To view this dashboard, select the Individual Student tab.

• Hover over the icon to learn about the dashboard and how you can use it (1).

• Click the icon to go to the Overview dashboard (2).

• Click the arrow to go to the Student List tab, which contains data at the student level for appointments, alerts, grade point average, and credits earned (3).

• Filter data by Term, Staff Member, Gender, and Race/Ethnicity (4).

• KPI tiles show the number of students with an assigned case team member, with open alerts, and with upcoming appointments (5).

• View the student alerts and appointments over the last 12 months as a scatter chart. The number of appointments is plotted along the x-axis and the number of alerts is plotted along the y-axis for individual students (6). Hover over values to see student names, the date that the most recent alert was created, and the date of the most recent appointment. Select one or more students to filter the other views.

• Review key student data in the Student Details Last 12 Months report. The data includes students with alerts and appointments in the last 12 months, along with their GPA and credits earned (7).

• View the student appointments or alerts over the last 12 months in a graphic chart (8). Hover over columns for additional information.

Courses

See how your courses are performing with course metrics at your fingertips. To view this dashboard, select the Courses tab.

• Hover over the icon to learn about the dashboard and how you can use it (1).

• Click the icon to go to the Overview dashboard (2).

• Filter data by Term, Enrollment Status, Gender, Race, Military Service, Class Standing, Course Name, or Courses (3).

• Filter the Fail and Withdraw Rates for Course report by Course Fail Rate percentage and Course Withdraw Rate percentage. (4).

• Review the course failure and course withdrawal rates for individual courses in a graphic report. Click a course name to filter the report for a single course (5).

• Review student success data on the Students Currently Enrolled report. This report provides the following data ordered by student name (by default): Class Standing, Enrollment, Course Name, Course Start Date, Course End Date, Date Since Last Appointment, Date of Upcoming Appointment, # of Past Appointments, # of Open Success Plans, and # of Open Alerts. Hover over the data for more information or to filter the report by your selection (6).

Retention Indicators

Get an in-depth understanding of your institution’s student retention with detailed retention indicators. To view this dashboard, select the Retention Indicators tab.

• Hover over the icon to learn about the dashboard and how you can use it (1).

• Click the icon to go to the Overview dashboard (2).

• Click the arrow to go to the Student List (3).

• Filter data by Term, Staff Member, Gender, Race, Military Service, Student Name, # of Open Alerts, # of Open Success Plans, # of Past Appointments, and # of Future Appointments (4).

• KPI tiles show the percentage of Students with Unresolved Alerts, percentage of Students with Open Success Plans, and the percentage of Students with No Appointment in Last 12 Months (5).

• Review the number of students enrolled by term (6).

• Evaluate a student’s retention indicators over the last 12 months. Retention Indicator metrics include: # of Open Alerts, # of Open Success Plans, # of Past Appts., and # of Upcoming Appts for each student (7).

Student List

Track students' academic performance and support engagement. To view this list, select the Student List tab.

• Hover over the icon to learn about the dashboard and how you can use it (1).

• Click the icon to go to the Overview dashboard (2).

• Click the arrow to go to the Individual Student dashboard (3).

• Filter data by Term, Staff Member, Gender, Race/Ethnicity, Student Name, Days Since Last Appt., Credits Earned, and GPA (4).

• KPI tiles show the number of students with an assigned case team member, with open alerts, and with upcoming appointments (5).

• Evaluate students' academic performance and support engagement (6).