john w. ingram strategies for the practice of institutional research neair annual conference...
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John W. Ingram
Strategies for the Practice of Institutional Research
NEAIR Annual Conference
December 5, 2011
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Introduction Action plan Standard production reporting (SPR)
IPEDS Fall Enrollment Data challenges Data solutions Q&A
How many completed the Fall IPEDS report?
What data sources do you use?
How many reports, spreadsheets, documents are needed?
Compliance reporting frustration?
Goal: Spend more time on priority projects
(less time on routine data requests)
Solution: Develop a library of standard production reports (SPRs)
Challenge: Difference between data format and report format is
vast
Develop a plan for a long term reporting solution
Keep it simple and build upon your successes
Build the report to match the format of the data request
Production or Warehouse Data
Banner, Datatel, Homegrown, Other
Excel, PeopleSoft, Cognos, Other
ID NAME IRP_NEW HISPANIC_LATINO
CITIZENSHIP_DESC GENDER TIME_STATUS
DEGREE IRP_RACE1
N00451467 Alison, Lurie BLANK N United States Citizen F FT BA White
N00451467 Alison, Lurie BLANK N United States Citizen F FT BA Blank
N00451467 Alison, Lurie BLANK N United States Citizen F FT BA American Indian or Alaska Native
N00451467 Alison, Lurie BLANK N United States Citizen F FT BA Blank
N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA White
N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank
N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank
N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank
N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank
N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank
N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE White
N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank
N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Blank
N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Blank
N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Native American or other Pacific Islander
N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA White
N00223820 Cotchery, Jerricho
BLANK N United States Citizen M FT BA Blank
N00223820 Cotchery, Jerricho
BLANK N United States Citizen M FT BA Blank
N00223820 Cotchery, Jerricho
BLANK N United States Citizen M FT BA Blank
N00223820 Cotchery, Jerricho
BLANK N United States Citizen M FT BA White
N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank
N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank
N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE White
N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank
N02222111 Dwyer, Jonathon
BLANK N United States Citizen M PT BA Blank
N02222111 Dwyer, Jonathon
BLANK N United States Citizen M PT BA Blank
N02222111 Dwyer, Jonathon
BLANK N United States Citizen M PT BA Blank
N02222111 Dwyer, Jonathon
BLANK N United States Citizen M PT BA White
N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank
N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank
N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank
N02209071 Farrior, James BLANK N United States Citizen M FT BA White
N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank
N00229286 Foote, Larry FTTR N United States Citizen M FT BA Not Reported
N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank
N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank
N00545492 Frank, BLANK N United States Citizen F FT BA Blank
ID NAME IRP_NEW HISPANIC_LATINO
CITIZENSHIP_DESC GENDER TIME_STATUS
DEGREE IRP_RACE1
N00451467 Alison, Lurie BLANK N United States Citizen F FT BA White
N00451467 Alison, Lurie BLANK N United States Citizen F FT BA Blank
N00451467 Alison, Lurie BLANK N United States Citizen F FT BA American Indian or Alaska Native
N00451467 Alison, Lurie BLANK N United States Citizen F FT BA Blank
N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA White
N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank
N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank
N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank
N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank
N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank
N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE White
N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank
N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Blank
N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Blank
N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Native American or other Pacific Islander
N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA White
N00223820 Cotchery, Jerricho
BLANK N United States Citizen M FT BA Blank
N00223820 Cotchery, Jerricho
BLANK N United States Citizen M FT BA Blank
N00223820 Cotchery, Jerricho
BLANK N United States Citizen M FT BA Blank
N00223820 Cotchery, Jerricho
BLANK N United States Citizen M FT BA White
N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank
N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank
N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE White
N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank
N02222111 Dwyer, Jonathon
BLANK N United States Citizen M PT BA Blank
N02222111 Dwyer, Jonathon
BLANK N United States Citizen M PT BA Blank
N02222111 Dwyer, Jonathon
BLANK N United States Citizen M PT BA Blank
N02222111 Dwyer, Jonathon
BLANK N United States Citizen M PT BA White
N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank
N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank
N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank
N02209071 Farrior, James BLANK N United States Citizen M FT BA White
N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank
N00229286 Foote, Larry FTTR N United States Citizen M FT BA Not Reported
N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank
N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank
N00545492 Frank, BLANK N United States Citizen F FT BA Blank
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Report matching the format of the report (Fall IPEDS)
Efficient/automated
Build report using data from any source
Header categories based on enrollment
Column Categories based on Race/Ethnicity
Challenges with the data?
Case Statements
Crosswalk files
Its purpose is to allow the value of a variable or expression to control the flow of program execution via a mulitway branch.
Basically an “if, then” statement.
“Switch” statement is easiest to use
Field 4: “Apple Pie and Ice Cream” *Only of Field 1 is equal to
Apple Pie
ID Name Field1 Field2 Field3N11223345 Crocker, Betty Apple Pie Chocolate Cake Hot ChocolateN12445533 Hines, Ducan Brownies Peach Cobbler Smoothie
Field 4: If [Field 1] is equal to “Apple Pie” then “Apple Pie and Ice Cream” if not, then “nothing”
ID Name Field1 Field2 Field3N11223345 Crocker, Betty Apple Pie Chocolate Cake Hot ChocolateN12445533 Hines, Ducan Brownies Peach Cobbler Smoothie
Field 4: Switch ([Field1] = “Apple Pie”, “Apple Pie and Ice Cream”, Null)
ID Name Field1 Field2 Field3N11223345 Crocker, Betty Apple Pie Chocolate Cake Hot ChocolateN12445533 Hines, Ducan Brownies Peach Cobbler Smoothie
Use system data to create your own user defined fields
Key to building the IPEDS report in MS Access
Build switch statements our sample database
Build crosswalk tables
Learn in MS Access
Sign up: Access to IR Shop Talk Blog
Discussion and video of how to build the standard production report for IPEDS
Q&A
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