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Improving Analysis with the Latest UW Tableau Upgrade

The recent upgrade of the UW Tableau Servers brings many new benefits to UW Tableau users. Whether you have a Tableau development license or not, the latest upgrade brings you many new features! Click below to read more:

For Tableau Developers: Better Publishing and Development

If you’re an existing or aspiring Tableau developer, your publishing and development just got a little bit easier with the latest features from Tableau.

Explore key feature updates for Tableau Software Version 2020.2. 

Relationships • Metrics • Dynamic Parameters •  Viz Animations

  • Data Source Relationships – Structure Tableau data sources using relationships. You no longer have to “merge” your tables into one data set, but can keep them as related tables in Tableau!
  • Viz Animations – See and understand your changing data as you apply filters and actions.
  • Dynamic Parameters – Set your parameters once and the parameters list of values updates automatically every time someone opens the workbook. No need to republish workbooks with parameters every time the underlying data changes.

Learn more about the latest features at the Tableau Features Page.

Reminder: Collaborate in the sandbox.

Your Tableau desktop license gives you access to the UW Transitional Server, a sandbox environment for publishing and sharing your work with colleagues.

Once your project is set up, you’re in the driver’s seat and have complete control over permissions and access using UW Groups.

Ready to create your own project and share your work? Get started now by visiting IT Connect: Project Request Form

Don’t have a Tableau Desktop license?

Want to Learn More?

Explore the latest content on IT Connect to learn more about setting up your project folders, managing permissions, and publishing and sharing your work: Tableau Server: Publishing Your Visualizations

For UW Tableau Viewers: Solid User Experience

Not a developer? You can still view your colleagues’ work on the Transitional server (with the right permission) or you can explore UW Institutional dashboards on UW Profiles. With the latest features from Tableau and UW-IT supported hardware, you can count on the most reliable user experience.

To explore the dashboards and enterprise data, you will need access to view EDW data. You can request EDW access from your department unit authorizer. To learn more and request access, visit IT Connect: Request Access to Reports, Analytics, and Data

Laptop on a desk with UW Profiles dashboard on the screen

UW Profiles, the web-based catalog of Institutional dashboards is available to users with EDW access. The dashboards provide an interactive experience through filters and breakdowns that allow you to answer the most common institutional questions.

Questions?

Check out IT Connect’s FAQ for the UW Tableau Service and UW Tableau Transitional Service: Help: Tableau

If you have any questions about this upgrade or the UW Tableau Service, please write help@uw.edu with “UW Tableau Service” in the subject line.

RPG Release: Two Enhancements to UG Transcript Course Search by Major

The Report Prioritization Group just released two enhancements to the BI Portal report Undergraduate Transcript Course Search by Major

In this news story we provide a summary of the change. If you have any questions, please don’t hesitate to write help@uw.edu and put “BI Portal Report Question: UG Transcript Course Search by Major” in the subject line.

Change Summary:

Based on user feedback, we updated the Course Filter in the following ways:

  • Updated Course Filter Dropdown List:

    • Previously, the course filter dropdown only displayed courses offered in the user-selected quarter.
    • We updated the dropdown to display all courses offered by all “active curricula”, regardless of quarter.
    • For example, if you choose to see a list of Summer 2020 “Current Students”, after this update you are now able to choose courses that are offered in quarters other than Summer 2020 (e.g. a course that is only offered in Autumn quarter).
  • Added “Curriculum Abbr” to Course Number Filter:

    • Previously, the filter only displayed the course number (e.g. 101).
    • We updated the filter to display curriculum abbreviation and course number (e.g. GEOG 101)
    • Now if you select two curricula (e.g. ENGL and GEOG), you can discern the different course offerings (e.g. ENGL 100 vs GEOG 100)

Questions?

For more details on the release of this new report, please read this news story in IT Connect: RPG New Report Release: Undergraduate Transcript Course Search by Major

This report references important institutional concepts like “Eligible to Register“, “Student Hold” and many others. If you have questions about the meaning of these or any other terms, please explore the links or find more detail in the Knowledge Navigator.

As always, if you have any questions, please write help@uw.edu and put “BI Portal Report Question: UG Transcript Course Search by Major” in the subject line.

RPG Release: Start and End Quarters on Minor Codes Report

Based on user feedback, the Report Prioritization Group released updates to the BI Portal report, Minor Codes.

Change Summary:

Based on user requests, the Minor Codes report was simplified to reduce confusion. Now when you run the report for a department, it displays all Minors managed by the department, active and discontinued. We made the following updates:

  • Filter Update:

    • The “Include Only Active Codes” button was causing confusion because a minor can be “active” but have an end quarter that is in the future.
    • We removed the “Include Only Active Codes” radio button altogether to reduce confusion.

  • Column Updates:

    • In the report the “Current Status” column displayed “Active” or “Discontinued”. Again, this column was causing confusion because a minor can be “active” but have an end quarter that is in the future.
    • We removed the “Current Status” column and added two new columns:
      • Start Quarter:
        • Displays the first quarter the minor was active.
      • End Quarter:
        • Displays the last quarter the minor is active
        • If a minor does not have an end date, the column displays “No End Quarter”

Questions and Feedback:

This report references many concepts like CIP Code and Minor. To get detailed definitions for these and other terms, please check out Knowledge Navigator!

As always, if you have any questions, please write help@uw.edu and put “RPG: BI Portal Minor Codes report” in the subject line.

UW Profiles Release: Net Price Peer Comparison Dashboard and Peer Data Refresh

In collaboration with the Office of Planning and Budgeting (OPB), Enterprise Reporting and Analytics just introduced the newest Peer Comparison Dashboard to the UW Profiles:

Additionally, in this release we also updated the existing Peer Comparison Dashboards with the latest IPEDS data.

Net Price:

The Higher Education Act, as amended (2008), defines institutional net price as ‘the average yearly price actually charged to first-time, full-time undergraduate students receiving student aid at an institution of higher education after deducting such aid.

Dashboard Summary:

The Net Price Story is the latest Peer Comparison Dashboard. Like the other Peer Dashboards, Net Price sources data from IPEDS. Also like the other Peer Dashboards, the Net Price Story allows you to compare UW’s Net Price to a variety of Peers. The Peer Group dropdown gives you the flexibility to choose the peer group you want to see:

As a Tableau Story, the tool allows users to explore peer cost data in four different views. You can tab through the story to view the following:

  • Net Price Trends by Peer Group Average
  • Net Price Trends by Income Group
  • Net Price Trends by Select Peer Institutions
  • Peer Institutions Net Price Trends by Income Group

Data Refresh:

As a part of this release, we also refreshed the Peer Comparison Dashboards with the latest IPEDS 2018 data, and 2020 Peer Lists.

To explore the latest data, please visit UW Profiles Peer Comparison Tab: UW Profiles Peer Comparison Dashboards

Questions and Feedback:

This dashboard references many IPEDS concepts and definitions like Net Price. To get detailed definitions for these and other terms, please check out Knowledge Navigator!

As always, if you have any questions, please write help@uw.edu and put “UW Profiles: Net Price Dashboard” in the subject line.

RPG Release: Important Updates to All Applications

Based on user feedback, the Report Prioritization Group released several updates to the BI Portal report, All Applications.

Please note: The All Applications report displays data for active applications for admission to UW. Communications to undergraduate applicants should NOT be undertaken without first consulting with the respective admissions office(s).

Change Summary:

The first version of the All Applications report was released in 2015. Since then, we’ve gained lots of institutional knowledge about application data, and how it is used by the UW data user community. These updates are really about incorporating that new information, and consistent reporting standards into the report:

Report Population Update:

  • The report previously enforced a rule where, in the case when an applicant’s requested major and their (actual) assigned major are different, the applicants were excluded from the report population.There was no documented justification for this rule and we heard many requests to remove this rule.
  • We updated the report so that an applicant is included in the report based on the applicant’s first, second, or third Requested Major or their first, second, or third Assigned Major based on the user’s selection of the new filter, Major Cohort Type.

Filter Updates:

  • Major Cohort Type:
    • The report now includes a filter called Major Cohort Type, that allows the user to select the relationship between the applicant and the major:
      • Did they choose the major as one of their Requested Major(s)?
      • Was the major their Assigned Major?
      • Is the major either their Requested Major or their Assigned Major?

  • Class Filter:
    • The logic for grouping class levels in the class filter was out of date, and was inconsistent with other academic reports.
    • We updated the filter selections so that they are consistent with the user community’s expectations, and other academic reports.

  • New Filters: Consistent with other academic reports, All Applications now allows users to filter on the following attributes:
    • New, Continuing, Returning Status
    • Residency
    • Ethnicity
    • Underrepresented
    • Gender

Column Updates:

  • Race/Ethnicity:
    • This column was updated to display student race-ethnicity data based on IPEDS race-ethnicity categories
    • For more information on the IPEDS race-ethnicity categories, please see Knowledge Navigator: Student Race-Ethnicity
  • Ethnic Long Description:
    • The “Race” column was re-labeled to “Ethnic Long Description” and now displays a comma-separated list of all of the applicant-provided ethnicity values.

New Columns:

  • Consistent with other academic reports, All Applications now allows users to display the following columns (using the “Columns to Display” filter):
    • Application Number
    • NCR
    • Underrepresented
    • First Gen
    • First Gen 4 Year
    • Honors Program
    • Special Program
    • Veteran Status
    • Veteran Benefits

Known Issue:

For active applications, the report truly shows “All Applications” regardless of application status type. However, for applications for a quarter that is over 1 year in the past, the report only shows a subset of applications.

If you are looking at quarters older than 1 year, the report currently only considers students that applied and enrolled at UW. This is a known issue and we are currently working on a resolution so that the report truly shows “All Applications” for all quarters.

Questions and Feedback:

This report references many concepts like Requested Major, Student Class, and many others. To get detailed definitions for these and other terms, please check out Knowledge Navigator!

As always, if you have any questions, please write help@uw.edu and put “RPG: All Applications report” in the subject line.

RPG Release: Course Section Comments Added to Time Schedule Information

Based on user feedback, the Report Prioritization Group released updates to the BI Portal report, Time Schedule Information.

Change Summary:

Based on user requests, The Time Schedule Information report now includes Section Comments:

  • In the Columns to Display filter, select “Section Comments”, and the section comments will display in the report.
  • The column displays the section comments from the Time Schedule construction tool.
  • You can now review section comments in bulk for accuracy and detail using the report.

Other Important Updates:

RPG has invested a lot of effort into updates to the Time Schedule Information Report. Here’s a Recap:

Also, in case you missed it, we recently introduced a new visualization to the BI Portal that allows you to visualize Time Schedule Enrollment data by day and time:

Questions and Feedback:

This report references many concepts like Time Schedule and Online Learning. To get detailed definitions for these and other terms, please check out Knowledge Navigator!

As always, if you have any questions, please write help@uw.edu and put “RPG: Time Schedule Information report” in the subject line.

UW Tableau Server Infrastructure Upgrade

In the coming days the UW Tableau Team will upgrade the underlying hardware that supports the UW Tableau Server, https://bitools.uw.edu. We expect this migration to have a low impact on users of the Transitional and Production Tableau sites, but for transparency, we want to share some specific details about the work, and request your help!

Why Upgrade?

The current UW Tableau Server hardware is approaching the end of its warranty period. Operating on out-of-warranty hardware poses a risk to UW Tableau users, so we are planning to replace the hardware.

Additionally, the outdated server hardware doesn’t allow us to update to the latest versions of Tableau software (i.e. 2020.1 and 2020.2). Since we cannot upgrade to the latest Tableau versions, we cannot take advantage of all of the latest features.

For both of these reasons, we are planning to upgrade to new hardware and the latest version of Tableau Server.

How are you impacted?

The current UW Tableau server url (i.e. https://bitools.uw.edu) will not change, and we will do our own thorough internal testing of the migration. When the upgrade is complete, we expect very low impacts to you as a result of the server upgrade. However, if you have configured your servers to grant access to Tableau Server IPs, you will have to update the IPs on your local servers. The new IP addresses are listed below.

Our request is that during our testing phase, after the new server is set up with a backup of all existing projects, but before we redirect all Tableau users to the new server, we ask that Tableau Project Owners (Transitional Project Publishers and Editors) check your projects to confirm that you aren’t observing any issues.

We will ask you to test: 

  • Workbook data connections
  • Dashboard accessibility and interactivity

We will ask you to update: 

  • Data source connections on your servers to allow the new Tableau Server IPs to have access:
    • If you have configured a local database to allow the current Tableau Server’s IP address to access your servers, you will have to update those configurations for the new Tableau Server’s IP address, or your data sources will no longer update.
      • Old IPs:
        • 172.16.102.113
        • 172.16.102.114
        • 172.16.102.103
      • New IP:
        • 172.16.103.202

Additionally, after the upgrade is complete, please help us by triaging and communicating any issues that your Transitional Server project users identify. Please forward any issues that are the result of the upgrade to help@uw.edu with “Tableau Server Upgrade” in the subject line.

What is the Timeline?

[UPDATE] We are targeting June 29 for the completion of this work.

Here is a rough timeline that we will update as we get closer:

  • 6/12: At the end of the day, publish a back-up of latest bitools content to new server
  • 6/15-6/19: A select group of partner-publishers will help us test the new server
  • 6/22-6/26: We will open testing to the entire population of Transitional partner publishers
  • 6/26 11 PM: Code/Publishing Freeze in place. Anything published to the server after ~11pm Friday night risks not being available on the new server.
  • 6/29: We will implement a freeze period with no new updates published to bitools. We will back-up latest bitools to the news server, re-point bitools URL to new server, and direct all traffic to the new server

Testing Period on the New Server:

We will publish a back-up copy of the latest BI Tools content (workbooks, data sources, permissions, etc.) on or around 6/12/2020. We will ask publishers to test their workbooks and functionality on the new server, and confirm that data source connections work.

However, it is important to know, you should not publish any new work to this new server during the testing period.

All new work published to the 6/12 backup on the new server will be erased when we make our final production back-up prior to go-live on 6/29.

Questions?

If you have any questions about this change, please feel free to write to us at help@uw.edu with “Tableau Server Upgrade” in the subject line.

Additionally, if you have any questions about our UW Tableau service, please explore the FAQs on IT Connect: Tableau Help

RPG New Report Release: Undergraduate Transcript Course Search by Major

The Report Prioritization Group just released the newest addition to the BI Portal: Undergraduate Transcript Course Search by Major

In this news story we explain the purpose and benefits of the new report. If you have any questions, please don’t hesitate to write help@uw.edu and put “BI Portal Report Question: UG Transcript Course Search by Major” in the subject line.

What’s In a Name?

We admit, the report has a long name, Undergraduate Transcript Course Search by Major. But each word explains something about the report’s function.

  • Undergraduate: This report is based on the same underlying population and data in the Undergraduates Eligible to Register report. As a result, this report currently only lets you look at Undergraduate student populations. For more on who is considered “Eligible to Register” in this report, please see the Definitions tab and Knowledge Navigator.
  • Transcript Course Search: This report queries the student’s transcript information to see if a student has taken, has not taken, or has registered for the user-selected course.
  • by Major: The report allows users to filter the population to specific majors. Please note, the report excludes Pending Majors for the chosen quarter, and only includes students “in the major”.

How To:

Use the first set of filters to choose the population of students you want to see:

Use the second set of filters to identify the course(s) you want to search:

Users and Use Cases:

The primary audience for this report is the academic advising community, and several UW advisers provided significant input on the report’s design! The following are real use cases from our data user community:

  • An adviser would like to look at “their majors” (students who are eligible to register for a given major) and see a list of students that have not taken a program-required course by the end of their Sophomore year.
    • The adviser runs the report for her Major(s), filters down to exclude Freshmen and Sophomores, and selects “No” on the “Course Taken Indicator” filter. The report returns a list of all Juniors and Seniors in the chosen major who have not taken and completed the course. The adviser can email the students to with an action plan.
  • An adviser would like to look at “their majors” and generate a list of students that have taken 2 particular courses. The adviser will use this information to identify if a student has taken a required course or that course’s pre-requisite. They will then use this information for outreach to students.
    • The adviser runs the report for her Major, does not apply a “Class” filter, and selects “All” on the “Course Taken Indicator” filter. The report returns a list of all students in the chosen major, and one record for each student-course combination. If a student took a course multiple times, there will be a row for each time the student registered for the course. This is an intentional duplication!

What About Transfer Students?

You may be thinking:

“this report is helpful if a student took a class at UW, but what about Transfer Students who got credit for a course taken at a different institution?”

If a student got UW Credit for a transfer course, the report will display a “Y” in the Course Taken Indicator column. Because transfer grade data comes from many different institutions with different grading schemes, the transfer grade data is not standardized, so a ‘Y’ displays if the following rules are satisfied:

  • There is a valid 2 character grade in the column (e.g. 10, 20, 40)
  • There is a grade on the 00-40 or 0.0-4.0 scale (e.g. 32 or 3.2)
  • The UW assigned grade or the transfer credit grade has any valid number in the column
  • The course number is a 3 digit number (e.g. 101)

Questions?

This report references important institutional concepts like “Eligible to Register“, “Student Hold” and many others. If you have questions about the meaning of these or any other terms, please explore the links or find more detail in the Knowledge Navigator.

As always, if you have any questions, please write help@uw.edu and put “BI Portal Report Question: UG Transcript Course Search by Major” in the subject line.

RPG Release: Current Student Information – Population and Filter Updates

Based on this user feedback, the Report Prioritization Group released several important and timely updates to the BI Portal report Current Student Information.

Change Summary:

This release includes 3 important changes to the Current Student Information Report:

  1. “Current Student” Population:
    • The report population in the previous version of the report included registered students as well as new confirmed applicants. Based on feedback from users we determined that these new confirmed applicants did not meet the criteria for “Current Students”.
    • We updated the report population to only include students with registration records for the user-selected quarter. The only students with registrations that are excluded are those with “Unknown Enrollment Status” (i.e. Enroll status = 0)
  2. New Filters:
    1. Quarter:
      • In the previous version of the report, the report population advanced to the next quarter during academic breaks.
      • In the new version, the Quarter filter allows users to choose the current quarter, or upcoming quarters.
      • For instance, during Spring 2020, users can select Spring, Summer, or Autumn 2020 . During a break period, you can choose from the current quarter, or the upcoming quarter.
    2. Enrollment Status:
      • In researching this update, we heard disagreement about whether to include or exclude students with enrollment statuses other than Registered (e.g. students that withdrew at some point before or during the quarter).
      • Rather than enforce a rule that people didn’t agree on, we decided to allow users the flexibility to decide if they need to see Withdrawn students.
  3. New Columns:
    1. ASUW:
      • By request, we added a field to the report to identify if a student is a member of ASUW and is eligible to vote in student elections.
      • The field displays a Y or N based on the student’s student_1 record.
    2. Minor Dates:
      • We added the Minor Date 1, 2, and 3 fields to the reports. These fields represent the date the student “declared” the Minor. These fields are included in the “Default” selection in the Columns to Display filter.
      • These fields were a part of the the previous Current Students Information by Minor report, but were not available on the new report, so we added them by user request.

A Reminder:

  • Consolidation: You no longer have to access two separate reports to get information on current students by major and minor. The report now features a single filter that allows you to filter by the Major or Minor of interest in a single report!
    • In the coming weeks we will archive the existing Current Student by Major and Minor Reports. Please update your bookmarks!

Questions and Feedback:

This report references important institutional concepts like “Current Student”, “URM“, and many others. If you have questions about the meaning of these or any other term, please explore the links or find more detail in the Knowledge Navigator.

As always, if you have any questions, please write help@uw.edu and put “BI Portal Report Question: Current Student Information” in the subject line.

UW Profiles Release: Cost of Attendance Peer Comparison Dashboard

In collaboration with the Office of Planning and Budgeting (OPB), Enterprise Reporting and Analytics just introduced the newest Peer Comparison Dashboard to the UW Profiles:

Dashboard Summary:

The Cost of Attendance Story is the latest Peer Comparison Dashboard. Like the other Peer Dashboards, Cost of Attendance sources data from IPEDS. Also like the other Peer Dashboards, the Cost of Attendance Story allows you to compare UW’s Cost of Attendance to a variety of Peers. The Peer Group dropdown gives you the flexibility to choose the peer group you want to see:

As a Tableau Story, the tool allows users to explore peer cost data in three different views. You can tab through the story to view the following:

  • Total Cost of Attendance
  • Tuition and Fees
  • Detailed Cost of Attendance

Questions and Feedback:

This dashboard references many IPEDS concepts and definitions like Tuition and In-state Student . To get detailed definitions for these and other terms, please check out Knowledge Navigator!

As always, if you have any questions, please write help@uw.edu and put “UW Profiles: Cost of Attendance Story” in the subject line.