DAISI / PENTAHO Using Excel s PivotTables to Analyze Program Data and Manage Student Testing

Transcription

1 DAISI / PENTAHO Using Excel s PivotTables to Analyze Program Data and Manage Student Testing Benjamin McDaniel Director for Adult Education Data and Accountability, ICCB

2 PENTAHO s home: Enter the same Username and Password here that you use to log on to the DAISI system

3 PENTAHO s home After Entering your DAISI credentials at the log-in screen, you will be taken to the PENTAHO home page. Click on the Reports link to launch the Reporting Home Screen.

4 AGENDA & ACTIVITIES In this session, we will cover the following: 1. Overview of the basics of Excel s PivotTable tool 2. Using a PivotTable to analyze NRS data through the Transition and Performance Report (T&P Report) available in DAISI 3. Group activities using PivotTables with mock T&P data 4. Individual activities using PivotTables with local program T&P data 5. Using a PivotTable to analyze Pentaho - Drillable NRS Report 6. Group activities using PivotTables with mock drillable Pentaho NRS report 7. Individual activities using PivotTables with local program drillable Pentaho NRS report 8. Using handout titled PivotTable ideas to remember to record ideas to take home

5 PIVOT TABLE BASICS PivotTables can be used in a wide variety of ways to analyze data Allows quick organization of large volumes of data PivotTables allow grouping when a field has many values. For example, age can be grouped to look at specific ranges Allows multiple methods of organizing and grouping data. Basic functions include the following: Report Filtering to examine single unique field values or limiting to just a subset of the values Creating unique columns for each field value Creating unique rows for each field value Providing value calculation including counts, averages, sums (totals), etc.

6 PIVOT TABLE BASICS CONTINUED Requires a spreadsheet with no empty columns or empty rows Individual cells can be blank, but there should be no row or column completely empty If using Excel 2013 the file may need to be saved in the.xslx format before beginning the work in a PivotTable When working in a PivotTable and field option choices disappear, simply click inside the PivotTable box to re-activate the table Double clicking a field that has been counted allows the user to see student level records used in that number calculation Importance of knowing the various data elements available in source file when creating a PivotTable

7 LAUNCHING THE PIVOT TABLE Once data is in a standard spreadsheet format with no blank rows or columns do the following

8 LAUNCHING THE PIVOT TABLE

9 UNDERSTANDING THE PIVOT TABLE FORMAT

10 BASIC PIVOT TABLE FUNCTIONS PivotTable Tools allow the design and layout of the table be adjusted easily. Here is how that looks

11 FOUR PIVOT TABLE COMPONENTS Filters, Row Labels, Column Labels and Values-

12 MORE ON THE VALUES FIELD The Values box allows for multiple methods of calculating values

13 GROUP ACTIVITIES Group Tasks using mock T&P data PivotTable challenges from the presenter Pivot Table challenges from the group Individual Tasks using local program T&P data Generate your own program s T&P Using data available in your T&P what would you like to analyze? Presenter will float for consultation and support Periodic Check-ins to gauge progress

14 FINAL THOUGHTS Return to large group discussion. Sharing of findings from individual work. Thoughts on the process? Things we still need to know /require additional clarification? Other questions / comments?

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16 THANK YOU FOR JOINING ME TODAY!