In 2009, the University of Minnesota Office of Institutional research, in partnership with a steering team of select faculty and the Of- fice of Communications launched a massive effort to redesign its biennial HR survey, whose results in past years had been largely ignored by Uni- versity policy makers. In addition to a substantial paring down of the sur- vey instrument, the standard University-, Campus- and College-level re- ports were redesigned to provide more and immediate and actionable in- formation. This sparked a greater demand for more detailed drill- downs. To encourage greater use of this wealth of data, OIR developed an Excel-based ad-hoc report generator to quickly provide results for the seemingly infinite variations on the most commonly asked-for types of reports. To date, since its development less than a year ago, OIR has re- leased over 250 reports to administrators at all levels.
This presentation is a demonstration of how a combination of project plan- ning and some clever Excel tools allowed us to quickly and easily prepare customized reports for campus clients. Items that will be discussed in- clude our template/design model, our possibility matrix for determining whether or not a request for drill-down data meets minimum privacy standards, and Excel tools such as pivot tables, lookup tables, and macros that saved OIR from being buried by the fruits of its success.
Presented at the Association for Institutional Research Upper Midwest (AIRUM) meeting, Bloomington, MN, October 27-28, 2011.
Goldfine, Leonard S..
Victims of Our Success: How OIR Survived the Flood of Ad-Hoc Requests for Faculty/Staff Satisfaction Survey Data.
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