University of Arizona | Eller College of Management
Data Storytelling
Graphing Trends for Program Management
Maria Swarts
Data and Financial Analyst
Eller College of Management
University of Arizona | Eller College of Management
Source: Forbes
University of Arizona | Eller College of Management
Cash Flow Trends
What data is being used?
Account Monthly and Cumulative Activity (AMAC)
Income, expense, fund balance
Account number based
What story does it tell?
Depends on the account
What’s special about the graphs?
Prior year end totals and current year to date filters
University of Arizona | Eller College of Management
Cash Flow – Accumulating Reserves
University of Arizona | Eller College of Management
Cash Flow – Steady
University of Arizona | Eller College of Management
Cash Flow – Accumulating
University of Arizona | Eller College of Management
Cash Flow – Fiscal Year/Period Filters
University of Arizona | Eller College of Management
Enrollment Trends
What data is being used?
Student Profile - All Academic Plans
Student Records - Class Enrollment
Student headcount and units taken (SCH)
What story does it tell?
Program / course - revenue / performance
What’s special about the graphs?
Term filters
Hidden columns for sorting
University of Arizona | Eller College of Management
Enrollment – Steady Headcount
University of Arizona | Eller College of Management
Enrollment – Steady Headcount
University of Arizona | Eller College of Management
Enrollment – Steady Headcount
University of Arizona | Eller College of Management
Enrollment – Climbing Headcount
University of Arizona | Eller College of Management
Enrollment – Term Filters
University of Arizona | Eller College of Management
Enrollment – Hidden Term Codes
University of Arizona | Eller College of Management
Enrollment – Hidden Term Codes
University of Arizona | Eller College of Management
Enrollment – Course Performance
University of Arizona | Eller College of Management
Enrollment – Course Performance
University of Arizona | Eller College of Management
Enrollment – Course Performance
University of Arizona | Eller College of Management
Proposal and Award Trends
What data is being used?
Proposals and Research Awards
Summary Expenditures
College or department based
What story does it tell?
Funding success ratios
What’s special about the graphs?
Binning data
University of Arizona | Eller College of Management
Proposal Trends –Dollars and Numbers
University of Arizona | Eller College of Management
Proposal Trends –Dollars and Numbers
University of Arizona | Eller College of Management
Proposals – Funding Success Ratios
University of Arizona | Eller College of Management
Proposals – Funding Success Ratios
University of Arizona | Eller College of Management
Award Trend – Sponsor Type
University of Arizona | Eller College of Management
Proposal Status - Data Binning
University of Arizona | Eller College of Management
Workload Metrics Trends
What data is being used?
External Award Details, Ledger Entries, and various
other subject areas
Transaction count based
What story does it tell?
Workload distribution
What’s special about the graphs?
Transaction vs row counts
University of Arizona | Eller College of Management
External Award Counts
University of Arizona | Eller College of Management
Financial Transaction Counts
University of Arizona | Eller College of Management
Financial Transaction Counts – By Initiators
University of Arizona | Eller College of Management
Financial Transaction Counts – By Account Owner
University of Arizona | Eller College of Management
Financial Transaction Counts – Report Union
Source: Forbes
University of Arizona | Eller College of Management
Data Storytelling
University of Arizona | Eller College of Management
Resources
UAccess Community Tutorials
http://community.uaccess.arizona.edu/uaccess-analytics-resources
Basics: Adding Graphs
Next Steps: Designing Effective Graphs
Next Steps: Working with Bins, Groups, and Calculated Items
UAccess Links
Analytics http://uaccess.arizona.edu/
Analytics Office Hours UAccess Learning
References
https://www.forbes.com/sites/brentdykes/2016/03/31/data-storytelling-the-essential-data-science-skilleveryone-needs/#10b27f6c52ad
http://er.educause.edu/articles/2016/10/making-analytics-accessible-understandable-and-actionable