Here are some tips and tricks for getting the most out of our Looker Ad-Hoc Reporting data visualization tools from Dave Hoy, our Business Intelligence Specialist.
Improvements to the Data Model Looker, plus some user tips:
- There is a new Explore called “User Logins”. This will enable you to pull out metrics and detailed reports for all login activity to your site (student, alumni or employers). A couple of schools were interested in having some additional flexibility in this area…
- A reminder from November that the Explore for “Events-All” should be used for any reporting around Company Events. Previously we had modeled two separate Explores for Single-Company and Multi-Company events, but some additional development made that no longer necessary. It is far cleaner and easier to use the “Events-All” Explore, and we will eventually be removing the older Single/Multi Company from the model, to avoid confusion.
- A few schools were trying to report all Job activity, including on-campus interviews, in a given semester / time frame. It was inaccurate to filter on the job posting date, because very often the jobs are posted far in advance of the interview date. So there is now a new Dimension (field) in the Jobs Explore, in the Job Master view, called “Academic Term Date”. See screen below. This field has variable content – for postings it contains the posting date, for interview visits it contains the interview visit date. I would not recommend including this as a report column, but it is useful as a filter for you to use in your metrics reporting. You could filter on Academic Term Date in range 9/1/17 to 12/31/17 and get all jobs and interviews in that semester. I will walk through an in-depth example of this during the webinar.
- Notice also in the above screen the presence of an option for “Quarter”. This breakout was added to all of the major date fields in the model (examples: Advising Appointment Date, Company Event Date, Posting Date, etc.). This allows you to do metrics and period-over-period reporting not only by week, month and year, but also now by quarter.
- Most of you have noticed by now that you have two views of your candidates (students/alumni). For most of your needs, you should be using the “Candidate Master-Current PIDs/Profiles”. This contains all of your current candidates, with their record in their current default PID.
- For those of you that have had your system with us for a long time, you may occasionally want to study something over a larger number of years. The view “Candidate Master-All PIDS/Profiles” can be used for this. It may be advisable to rename this view to something that makes it more clear that it is for older, historical purposes. We can discuss on the webinar or you can email me a suggestion.
- Beyond this general advice, I wanted to share a warning. If you are reporting on your candidates, you don’t want to make the mistake of clicking on some fields in the “Current PIDs/Profiles” view, and other fields in the “All PIDs/Profiles”. It will run for a very long time, slow the rest of your reports to a crawl, and give you an exponential number of rows in your report. So choose one or the other, and normally the correct choice is the“Candidate Master-Current PIDs/Profiles”.
- I have an new tip on Custom Filters that some of you will find useful. I’ll show an example below, but save the explanation for the webinar. It is easier to talk through them live. In this example, we are adding a filter condition that says the Note Date must be equal to the Appointment Date; several of you have been trying to match Notes to Appointments and this solves the issue. The Custom Filter works much like Calculations – type the dollar sign $ and begin typing and you get a list of fields to choose from.
To enable comments sign up for a Disqus account and enter your Disqus shortname in the Articulate node settings.