Higher Education Data Warehousing Forum
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Sessions

BI & Visualization

Closing the Gap: A Comprehensive Pay Equity Analysis for Faculty and Staff - Lou Kaba, Georgia Tech

This presentation delves into the intricate world of pay equity within academic institutions specifically focusing on faculty and staff. Through a meticulous analysis of compensation structures we will uncover existing disparities and illuminate the underlying factors contributing to these gaps. Drawing upon real-world data and case studies our exploration aims to provide a holistic understanding of the challenges surrounding pay equity. Attendees will gain actionable insights strategies and a roadmap for fostering a more equitable compensation environment. Join us for an engaging discussion that aims to bridge disparities and cultivate a fair and inclusive academic community.

Cooking Up Excellence: A Dashboard for Culinary Campus Support - Brittany Pierce, Purdue University

An innovative approach to campus management that goes beyond traditional educational realms. This presentation will delve into the development of a dashboard designed to support dining and culinary operations for our academic institution. This solution enhances the overall campus experience by offering the institution a strategic tool to optimize its culinary operational efficiency from preparation to service. Attendees will not only get a demonstration of the dashboard but also gain insights into the dashboard's data structure and development process.

Data Revolution Unleashed: Empowering Self-service at Scale - Kenji Terawaki, Georgia Tech

Discover Georgia Tech's path in implementing Tableau Server-based self-service analytics at scale. This presentation highlights the strategic approach and achievements in campus-wide data analysis enhancement. Key benefits like streamlined processes and effective departmental onboarding methods will be discussed. We will also explore our workflow enabling independent dashboard development and fostering collaboration. Insights into the innovative marketing strategies that enhanced visibility and departmental engagement will be shared. The session emphasizes cross-departmental collaboration's role in adopting and effectively utilizing self-service analytics essential for those aiming to replicate such success in similar environments.

Design and Execution of a Single BI Tool Strategy - Katie Wilkinson, University of Missouri

In December 2022 the University of Missouri embarked on an enterprise initiative to streamline self-service analytics and reporting into a single BI tool. This leadership strategy was designed to drive literacy and adoption to empower leaders and business users with secure access to meaningful analytics. In this presentation we will layout the overall strategy and operating model for data analytics and institutional research. Next we will present why this strategy was proposed and approved by leadership. Finally we will talk about how phases were defined and executed and review lessons learned and future work.

From Legacy to Modern: Revamping Reporting Approaches in Higher Ed - Bryant McBride, Georgia Tech

Explore practical methods and tools for enhancing course scheduling reporting in higher education. Using SQL Tableau and Azure Data Studio learn to create a dynamic data source for monitoring course scheduling. Efficiently visualize cross-listed courses and construct a comprehensive schedule report using Tableau techniques. Discover how Azure Synapse improves data refresh frequencies for real-time insights. Attendees will gain practical insights to apply these approaches to their organizational challenges.

Integrated Student Financials Data Pipeline Design - Becca Baggett, University of Utah

Come see how the University of Utah integrated financial awards with student account (actuals) and the student financials subledger. The new structure has made it easier to reconcile awards with actuals; improved our ability to identify tuition revenue sources and evaluate our tuition model; and enabled more consistent reporting across financial aid bursar and accounting functions.
This session is a case study in reconciling multiple data points to derive more accurate reporting definitions and integrating multiple sources at the most granular level expanding rows and prorating amounts optimizing flexibility to slice dice and roll up in many different ways.

Maximizing Impact: Practical Insights from building ML tools for Higher Education - Keith Araneo-Yowell, Weber State University

Join Weber State University's data analytics team members for an in-depth discussion about the process of creating machine learning data products tailored to the unique landscape of higher education. This presentation shares invaluable insights gained along the way emphasizing the crucial elements of functionality scalability longevity and accessibility. Explore how nurturing a design philosophy that centers these elements goes hand-in-hand with maximizing the reach and impact of initiatives in higher education.

The Journey Continues: Simple to Difficult Techniques to Liven Up your Power BI Reports - Theresa Sherwood, Bowling Green State University

Last year BGSU presented our journey to implementing and using Power BI. This year we return to share additional tips and tricks that will make your reports stand out!

Workday HCM Reporting - behind the scenes for requirements build test and promote to Prod - Jeff Meteyer, University of Rochester

Univ of Rochester is going live with Workday HCM the final main module ( besides Finance and Student) in 2024 and has worked the processes of requirements gathering build and test all while learning the new system and its impact upon customers. Various techniques templates and the agile methodology used will illustrate the path filled with challenges of how we will be positioned to be successful in the roll out.

Data Governance/Strategy

Bringing Data Governance to the Masses - Andrew Lang, University of North Carolina

Data governance is a slippery concept in an environment that at its core embraces distributed responsibility. This presentation will talk about UNC's recent efforts to establish a mature data governance structure that clearly defines responsibilities and processes so that institutional data can be made more widely available but at the same time provisioned and stewarded in a way that upholds data security obligations.

Building A Successful Data Governance Team - James Nichols, University of Minnesota

Data governance efforts at the University of Minnesota began in earnest in 2012 with a single employee inside a large-scale enterprise system upgrade and has evolved into a data governance program with reach across the institution driven by a team with diverse skill sets. Today this team of 4 utilizes a highly collaborative dynamic to manage a large workload focusing efforts on governance technology data literacy and communications related to the University's often disparate warehousing reporting analytics integrations and institutional initiatives to best support the University's data users. A case study will demonstrate the team's collaborative approach to data governance.

Can Data Governance Succeed in a Highly Decentralized Environment? The Answer is YES! - Laura Gast, Ohio State University

The highly decentralized environment common in many large universities complicates establishing a successful data governance program. Dictating rules and procedures is not practical or well-received in an environment that prefers consensus. To make matters worse highly decentralized often means a small team for enterprise programs. But hope is not lost! Ohio State has produced success by leveraging a series of practical steps and key partnerships. We will share the strategies that have yielded success in our complex environment along with specific examples of products and approaches that Ohio State's team has used to grow and mature our program.

Data Governance - the Purdue Journey Continues - Sarah Bauer, Purdue University

Data governance is a generic term. It must be defined to focus on the pain points of your institution. It is an ongoing program not a project with a beginning and ending date. Our presentation will share the path data governance has taken at Purdue University. This includes changes in leadership strategic priorities large software implementations and changes the world experienced during the pandemic. Flexibility adaptation to change and use of resources available are essential. Over the last year Purdue has made operational and strategic use of the Data Cookbook's ODBC with examples to be shared during the presentation.

Developing Data Literacy - Lucy Chang, University of Illinois

Effective data use has never been more important. Staffing for data analytics is on the rise and data is becoming more readily available. These trends lead to data being a critical resource for many job functions. To support this interest at the University of Illinois System we have developed a curriculum to increase data literacy.

Join us as we share our journey to grow data literacy across the three universities and the system offices. We will discuss how we've approached increasing people's data knowledge and skills what we've done so far and future plans.

Harnessing the Wind: Enhancing Developer Productivity Through Technology and Innovation - Dave Packard, Purdue University

Developers are often so focused on delivering value to customers that they often miss innovative opportunities to leverage their technical skills to add value to their daily work. At Purdue University three business intelligence developers identified such opportunities and built custom functionality that eliminates the need for an external colleague to perform a task automates walkthrough tasks to increase quality of deliverables and builds skeleton frameworks to reduce development time and eliminate manual inputs. The subsequent benefit to the customer is quicker turnaround time of data and deliverables of higher quality and less defects.

Impacting Culture When Upgrading BI Tools - Jake Becker, University of Missouri System

Example of an approach to migrating reporting tools while gaining stakeholder buy-in and creating a positive experience for report users.

Optimizing Data at the University of Michigan: A Panel Discussion on People Process and Technology - Jennifer Watson, University of Michigan

Information Technology (IT) leaders and Human Resources (HR) domain experts discuss their perspectives on how they have collaboratively developed a nuanced data-informed decision-making culture at the University of Michigan. Panelists will illuminate how people processes and technology were all critical interdependent components to data governance catalog visualization and predictive analytics enhancements across the institution. Attendees will glean practical lessons from these real-world examples through active engagement with the panelists via live polling a data maturity exercise and a lively question-and-answer session. Ultimately attendees will understand how to apply these examples to enhance their own local data ecosystem.

Realizing Business Value from Data Governance - Garth Gehlbach, Western Governors University

Data Governance is a critical discipline that enables organizations to manage data as a strategic asset. But the reach of Data Governance can be so broad that it becomes overwhelming to know what components to implement when and how. Join our panel of experienced practitioners to explore high impact use cases and gain insights that will help you start formulating your own path to success and driving maximum value from Data Governance initiatives.

The Alchemy of Change: Using Change Management Magic to Transform Data Governance Functions - Holly Goodson, Augusta University

This conference presentation discusses the evolving landscape of data governance at Augusta University. Attendees will gain valuable insights into the institution's current data governance framework achievements to date and future goals. The primary focus will be on the practical application of change management principles to enhance the effectiveness of data governance initiatives. Attendees will be able to evaluate their current data governance function recall basic change management principles and develop strategies for applying change management principles to their institution's data governance function.

Data Management

A Day in the Life of an Azure Data Engineer - Caleb Tarleton, Georgia Tech

In this presentation you will learn about the typical tasks and challenges that an Azure Data Engineer faces in their daily work and how they use Azure tools especially Synapse Analytics and Power BI to overcome them. You will also see a live demonstration of how to use Synapse Analytics to ingest transform and analyze data from a large source and how to use Power BI to create and share interactive reports and dashboards. By the end of this presentation you will be able to understand the technology stack used by an Azure Cloud Engineer.

AI Augmentation: Practical Paths to Human Empowerment - Brent O'Guin, Georgia Tech

In this session on the practical applications of Generative AI, we'll explore real-world solutions that don't require large investment or a dedicated team. Learn from Georgia Tech's experience in leveraging the power of AI as a thinking partner and co-creator. We will demonstrate actionable examples that will help participants uncover opportunities in their work and facilitate AI adoption in their teams. The session will wrap up with recommended next steps and an engaging Q&A period.

Centralized Data and Distributed Business Processes: A Case Study in Leveraging Oracle APEX and Tableau in Higher Education - Sean Semone, University of North Carolina

UNC-Chapel Hill's College of Arts and Sciences is replacing several critical legacy shadow systems with a new integrated system that leverages data from central canonical sources. During this presentation we will demonstrate the approach the College has taken. Utilizing a centralized data warehouse Oracle APEX and Tableau has improved data accessibility reporting and decision-making throughout the College. Our strategy involves utilizing a low-code development environment with these tools to create a more efficient and streamlined process.

Dashboards and Data Dives: Making Cognos BI Accessible - Emily Asbury, Washington University St. Louis

OK we've done it. We put star schemas in the data warehouse. We can create all kinds of complex reports in Cognos. The business however can't use this data at all. It is too complex for anyone but a report writer.  What do we do? First we created some interactive dashboards in Cognos. Then we provided some de-personalized data sets containing the supporting data for the dashboards along with a simple way for people to dive into this data.  For security we leverage the client's own organization to give them access to the data.

Data Analytics from Scratch: How Gies College of Business at Illinois Built a Data Team Data Strategy and Data Products in a Year - Collin Ruud, University of Illinois

Established in July 2022 Gies College's Data Strategy Analytics and Reporting (DSAR) unit was charged with serving the College's growing data needs. Given the opportunity to design its model from the ground up we implemented a consultant + specialist model with a centralized data workflow and a defined system of building data products including Power BI dashboards and predictive analytics. Come learn how the unit is organized and how its members approach the College's data needs and take projects from ideation through execution.

Data Products: What Are They? - Forrest Swope, University of Virginia

The term data products appears more and more often in vendor presentations and conference discussions often without a preceding explanation of what a data product is exactly. I'd like to share some thoughts on different aspects of standard warehousing work that can and should be described as products and to also explore additional processing and modeling pracitioners can consider to create more novel products as solutions to Institutional challenges.

Designing a Datamart to Unlock Valuable Insights: Northwestern's Story - Aditi Singru, Northwestern University

Grants and agreements systems can provide a treasure trove of insight into sponsored activity at an institution but it is impossible to take advantage of this information unless there is a powerful tool in place to leverage that data. We will share the story of Northwestern University's implementation of a datamart to support our new grants and agreements system. We will outline details about how to structure the datamart what data fields to include and how analytics based on the data can be used to inform operations and strategy. We will also discuss how we engaged stakeholders across the University.

From Source to Insights: UA's Data Architecture - Eduardo Caratachea, University of Arizona

Discover how the University of Arizona's data architecture orchestrates the institutional data lifecycle (link). From extracting diverse data sources to managing assets in the Enterprise Data Warehouse (EDW) learn how this the University Analytics & Institutional Research (UAIR) team manages the backbone of our robust reporting ecosystem enabling us to deliver timely accurate and relevant reporting tools. With over 10K nightly ETL jobs 600+ accessible database views and 4.2k active dashboard pages we are shaping the data-driven future of our campus community. Come join us and elevate your understanding of data's role in shaping the future of higher education.

Golden Ticket to Data in the Desert - Josh Saiz, University of New Mexico

Data is dirty and reporting on this data can not only provide incorrect results but incorrect decisions. The University of New Mexico is exploring ways to cleanse its data but also establish a source of truth of all systems that utilize student and employee data. UNM will be incorporating a Master Data Management piece to its data and its newly designed data warehouse to reduce duplicated data as well as empower confidence in its reporting data. View the golden ticket to UNM's data quality issues.

Grant Reporting and Analytics DW for Huron - Mike Salisbury, University of Rochester

The University of Rochester a Tier 1 research institution has recently transitioned from COEUS grant management to the Huron Research Suite. For this project our data warehouse team redesigned our grant reporting and analytics solution. In addition to integrating with the Huron Grants application historical COEUS grant data was merged into a common data model to deliver a variety of proposal award and expenditure metrics dashboards and reports for senior leadership research administrators and principal investigators. Come see what we've done and share your own experiences

Increasing data use through a diversified Data Warehouse - Rachel Hart, Illinois State

Robust data warehouses are the backbone for any good data ecosystem. Reporting and analytics deliverables are limited and/or incomplete when data is not available in the data warehouse. Illinois State University has maintained a data warehouse for over 12 years and in the last 5 has expanded the variety of data by adding over 30 new sources. Learn more about the efforts to identify the data sources their implementation as well as how this expanded reporting and analytics at ISU.

Integrating Workday Data: A Comparison of Patterns - Matt Portwood, University of Washington

In this presentation we discuss the evolution and maturity of the Enterprise Data Platform at the University of Washington. The data platform makes Workday and other system data available to users as REST APIs and EDW databases. We discuss the team's integration strategy and compare and contrast three Workday integration tools: Workday Delivered APIs WQL and RaaS integrations. Learn when and how we leverage these three integration patterns and how you can incorporate them into your Workday integration strategy. Bonus: if your team is not using WQL we'll show what it takes to get started!

Is this my data? Rebuilding after an ERP change - Sarah Greenfield, Calvin University

Calvin University recently migrated everything out of the ERP we had used for 20+ years over to Workday and Salesforce. This change necessitated recreating most of our data warehouse as well as rebuilding transformations to accommodate the different structures and language used by our new systems. In this session I will cover some of the lessons we learned along the way that can be applied any time you are adding a new data source extending an existing functional area or responding to major changes that impact data critical to your reporting infrastructure.

Modeling and Reporting Slate Admissions using Snowflake and Power BI - Reena Khosla, Kansas State University

Universities across the nation are observing an enrollment shift from traditional students to more and more non-traditional students. Inevitably the traditional enrollment funnel for predicting enrollment is getting dated. Enrollment management is becoming increasingly complex and the need to support executives with a wide variety of timely metrics is an imperative. This presentation will walk the audience through the journey of how recruitment and admissions data from Slate is brought into Snowflake data warehouse and visualized in Power BI.

Our Data Virtualization Journey - Michael Wonderlich, University of Illinois

The University of Illinois has recently implemented a new data hub service to assist with data integration. The data hub is powered by the Denodo data virtualization system. During this presentation we will describe the new service. We will also provide an overview of the goals and the methodology we used to establish the data hub service. We will also share the efforts and challenges we encountered on our journey to data virtualization. To summarize we will describe the adoption by the university and provide examples of use cases that units have implemented.

Putting the Student Puzzle Together With Data - Lance Tucker, Boston College

An emphasis on cura personalis - development of the whole person - is a critical component of a Jesuit Catholic formative education and is designed to help students understand how they can use all of their gifts and talents to lead lives of meaning and purpose in the world. Learning how the University can support this belief can be challenging. A student's academics activities and social engagements can be spread across many systems. For several years we have been building a solution to address this need.

Reporting to the Rescue: Exploring Workday Reporting tools at UW - Dara Greenhouse, University of Washington

Learn about reporting at the University of Washington! Hear how we use Workday reporting tools including Reports Dashboards Worksheets Prism and Discovery Boards. We will share options available for data exploration visualization collaboration and curating custom data sources. Receive an overview of each tool and the benefits each offers including examples of some of our use cases.

Resilient Data Modeling at NJIT - Eileen Michie, New Jersey Institute of Technology

If you've built an enterprise data model and need to manage changes to it this session is for you. NJIT initiated a comprehensive project to establish a new data ecosystem commencing with an enterprise data model designed to support the needs of the organization free from constraints imposed by the numerous systems. By anchoring the model in the university's requirements and avoiding rigid connections to individual systems resilience was guaranteed. Effective governance of changes to the data model databases and data remains crucial. This session offers insights into the model and platform and the committees and processes which oversee changes.

Saying Goodbye is Never Easy: When to Say When to IT Artifacts - Richard Gegg, University of Illinois

Best Better" practice Data Management plan presentation and discussion focusing on the tools used to collect or create the Data we house. Additionally the co-presenter will cover related information on establishing a data governance committee data ownership & shadow systems privacy & access management literacy & quality."

Strategic Insights: Crafting a Comprehensive Retention and Graduation Data Model - Nick Chaviano, George Tech

This presentation delves into the creation of a robust Retention and Graduation model essential in driving student success in higher education. We'll explore foundations of Kimball dimensional modeling emphasizing the pivotal role of accurate source-to-target mapping and efficient ETL processes. Attendees will gain insights into key design considerations and learn how to leverage these models for enhanced reporting capabilities. This session is a targeted for those looking to understand and apply advanced data warehousing techniques to foster improved educational outcomes.

Student Admissions Analytics Dashboards for the SC Johnson College of Business at Cornell University - Derek Messie, Cornell University

As part of the Connect360 strategic initiative to create an integrated 360-degree information ecosystem the SC Johnson College of Business at Cornell University partnered with Enterprise Data Services (EDS) to develop Student Admissions dashboards which analyze admissions application data across graduate programs. The dashboards were developed in Tableau on top of a dimensional data model using standard CIT Data Warehouse architecture and methodologies utilizing various AWS services Wherescape for ETL along with other custom coding. This presentation will discuss the standard architecture and methodologies used including data integration and data model design and then demo the various Tableau dashboards.

Talend Data Integration Tips and Tricks - Nick Savich, Bowling Green State University

Observe a basic staging job as well as basic design patterns for SCD1 and SCD2 dimensions in Talend. See an example of fetching Canvas' new REST APIs via Talend. Learn a few tips and tricks along the way.

The journey of a System IR office developing a new data warehouse. Part 1 - Nancy Becerra-Cordoba, Connecticut State Colleges & Universities

Having a central depository of integrated data sources with data ready for analytics research and reporting is the dream of every IR officer and much needed in an IR System Office. When having the choice or charge to build a new data warehouse where to start? In this session we will discuss key concepts and differences between data lakes Kimball data warehouses and the Data Vault 2.0 methodology; and reflect on considerations to make a choice. We'll also discuss the role(s) of IR in developing the data architecture the role of the consultant and the need to develop local capacity.

The State of Predictive Analytics: A Round Table Discussion - Heather Chapman, Weber State University

Using predictive analytics methods can greatly increase the ability of higher education professionals to respond to needs improve initiative success and reduce equity gaps. However implementing predictive models tends to be a task that is outside the daily activities of many in the world of data and analytics. Working these methods into the regular project list represents a new method of looking at the problems we face. This roundtable discussion intends to bring interested parties together for open discussion of the issue identification of problems with implementation and suggestion of solutions or paths forward. Attendees should come prepared to participate.