--- schema_version: "1" id: a4b705e1f6de20b917e237d98431b5352e22b92599ad03882e01c5c3b868d99b title: Analyze Student Enrollment with Office of the President Tableau Accelerator collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/eda_analyze_student_enrollment_president_office_tableau_accelerator.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.eda_analyze_student_enrollment_president_office_tableau_accelerator.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 61fe57f8bd67aa8a46b98a62385748347ea812ad78a22c1df0256ab07f276820 description: Bring enrollment insights into one place and discover trends in campus diversity. products: - Education release: "264" --- # Analyze Student Enrollment with Office of the President Tableau Accelerator Bring enrollment insights into one place and discover trends in campus diversity. - **[Learn About the Office of the President Tableau Accelerator](https://help.salesforce.com/s/articleView?id=sfdo.eda_analyze_student_enrollment_president_office_tableau_accelerator.htm&release=264.0.0&type=5)** You can use the Office of the President Tableau Accelerator with Salesforce to help create a diverse and inclusive campus that fosters innovation and collaboration. - **[Understand the Data Model Requirements](https://help.salesforce.com/s/articleView?id=sfdo.eda_analyze_student_enrollment_president_office_tableau_accelerator.htm&release=264.0.0&type=5)** In general, the dashboards use a generic data model that can easily fit the needs of most institutions. - **[Connect Salesforce to Tableau](https://help.salesforce.com/s/articleView?id=sfdo.eda_analyze_student_enrollment_president_office_tableau_accelerator.htm&release=264.0.0&type=5)** After you have a Tableau account, connect it to EDA to start with our ready-made dashboards. - **[Explore the Dashboards](https://help.salesforce.com/s/articleView?id=sfdo.eda_analyze_student_enrollment_president_office_tableau_accelerator.htm&release=264.0.0&type=5)** The Office of the President Dashboard Starter includes two prebuilt dashboards. - **[Best Practices for Using and Maintaining Your Dashboards](https://help.salesforce.com/s/articleView?id=sfdo.eda_analyze_student_enrollment_president_office_tableau_accelerator.htm&release=264.0.0&type=5)** Get the most out of your data analyses by adhering to proven strategies. ## Learn About the Office of the President Tableau Accelerator You can use the Office of the President Tableau Accelerator with Salesforce to help create a diverse and inclusive campus that fosters innovation and collaboration. Lack of diversity can discourage underrepresented students from enrolling, or make them feel alone on campus. With these dashboards, you can use filters to see historical trends in enrollment and degrees earned across diversity groups. Stakeholders can use this information to understand how your institution's student population is changing, set goals to increase diversity, and evaluate the impact of diversity initiatives. See [Salesforce Education Cloud Office of the President](https://extensiongallery.tableau.com/products/608?version=2021.2). ## Understand the Data Model Requirements In general, the dashboards use a generic data model that can easily fit the needs of most institutions. The dashboards show data from these objects: - Account - Contact - Course Connection - Course Offering - Education History - Program Enrollment - Term ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_tip.png) Tip To view a visual representation of the data model in Tableau, click the **Data Source** tab. Here's how to model the data and structure it in EDA. ### Term Enrollment The dashboards use the Course Connection object to calculate historical enrollment for students (Contacts). Course Connections are associated with the Course Offering object, which has a lookup relationship to the Term object. In addition, Terms must have an associated Parent Term that relates to a school year. | Purpose | Object | Field | Related Object | Relationship Field on Related Object | | --- | --- | --- | --- | --- | | Establish a relationship between students and courses. | Contact | Contact ID | Course Connection | Contact | | Establish a relationship between courses and Course Offerings, which are mapped to Terms. | Course Connection | Course Offering ID | Course Offering | Id | | Provide access to the name and dates for Terms. | Course Offering | Term | Term | Id | | Establish a relationship between Terms and Parent Terms (for example, between Fall 2020 Term and 2020–2021 Parent Term). | Term | Parent Term | Id | Term | ### Academic Program The dashboards use the Program Enrollment object to identify students who are pursuing degrees. | Purpose | Object | Field | Related Object | Relationship Field on Related Object | | --- | --- | --- | --- | --- | | Identify students who have Program Enrollment records. | Contact | Contact ID | Program Enrollment | Contact | | Pull the Program name related to the Program Enrollment record. | Program Enrollment | Program | Account | Id | ### Graduation The dashboards use the Education History object to identify the graduation date for students who have earned degrees. | Purpose | Object | Field | Related Object | Relationship Field on Related Object | | --- | --- | --- | --- | --- | | Establish a relationship between students and their Education History record. | Contact | Contact ID | Education History | Contact | ### Institution The dashboards make three queries to the Account object. The data model requires that you structure your Academic Programs in this way: - Program (record type is Academic Program) - Department (record type is University Department) - Institution (record type is Educational Institution) For example, the Biological Sciences department at Connected University offers a Bachelors of Science (B.S.) in Biology. Here's how Account records represent these entities. - Connected University is an Account with the Educational Institution record type. - The Biological Sciences department is an Account with the University Department record type. - The B.S. in Biology is an Account with the Academic Program record type. The Biological Sciences department administers this degree, so the Academic Program's parent Account is the department's Account record. ![Queries on the Account object](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/education_data_architecture/images/account.png) For more details, see [Model Your Institutional Account Structure](https://help.salesforce.com/s/articleView?id=sfdo.eda_model_institutional_account_structure.htm&release=264.0.0&type=5 "A four-year university, an elementary school, and a school district all have vastly different org charts and governance models. But no matter your educational context, the Account object is foundational for modeling your institutional structure."). ## Connect Salesforce to Tableau After you have a Tableau account, connect it to EDA to start with our ready-made dashboards. If you're new to Tableau, purchase at least one Creator license to get started. You can also [start a free 14-day trial](https://www.tableau.com/products/desktop/download). Connect using either Tableau Online or Tableau Desktop. ### Use Tableau Online 1. Go to [Tableau Online](https://www.tableau.com/tableau-login-hub) and log in. 2. On the home page, click **Accelerator dashboard**. If you don't land on the home page, click **Home**, and then click **See All**. 3. On the Starters page, set your Data Sources filter to **Salesforce**. 4. Click **Office of the President Dashboard Starter**. 5. Click **Sign in to Salesforce** and log in. ### Use Tableau Desktop 1. Download the [Office of the President Accelerator](https://extensiongallery.tableau.com/products/608?version=2021.2) from Tableau Exchange . 2. Open Tableau Desktop. 3. From the Tableau Desktop home page, click **Open a Workbook**. 4. In the Data menu, select each data source that you want to share access, and then select **Edit Data Source**. 5. Log in and select **Allow** to give access to your data. ## Explore the Dashboards The Office of the President Dashboard Starter includes two prebuilt dashboards. ### Office of the President Overview Get a high-level view of your institution’s diversity and inclusion metrics using the Overview dashboard. To view this dashboard, select the **Office of The President Overview** tab. ![Overview Dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/education_data_architecture/images/office_of_the_president_tableau_11152021.png) - Hover over the icon to learn about this dashboard and how you can use the reporting data (1). - Filter data by Institution, Graduation Class Year, Race/Ethnicity, Gender, or Military Service (2). - Group students in the charts and graphs (3). Your selection doesn't affect the KPI tiles or the Top 10 States by Enrollment chart. - KPI tiles showing Fall Enrollment, 12-Month Enrollment, and Degrees Earned compared to the prior year's same time period (4). For example, the tiles compare Fall 2021 to Fall 2020. PYST stands for Prior Year, Same Term. - The top 10 U.S. states with the highest enrollment (5). Use the menu bar to show data for a particular school year. Click a state to open the Geographic Map dashboard, and view data by state, county, and ZIP code. - Open the Geographic Map dashboard to view enrollment data by geographic regions (6). - Fall Enrollment over the last five years by selected group (7). You can display the total count or year-over-year growth. Hover over values for additional information. - The 12-Month Enrollment over the last five school years (8) by selected group. Hover over values for additional information. - The top 10 majors by program enrollment (9) by selected group. Hover over values for additional information. - Degrees Earned over the last five years (10) by selected group. Hover over values for additional information. ### Geographic Map Access an interactive map to see Enrollment by state, county, and zip code. ![Geographic Map Dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/education_data_architecture/images/office_of_the_president_tableau_geomap_11152021.png) - Hover over the icon to learn about this dashboard and how you can use the reporting data (1). - Click the **Home** icon to return to the Overview dashboard (2). - Filter by Institution, Graduation Class Year, Race/Ethnicity, Gender, Military Service, or School Year (3). - Enrollments by U.S. state by number of students enrolled in a given geographic area (4). Click a state for more detailed enrollment data for related counties and ZIP codes. - Click the **Navigation** menu to move up or down after selecting a state, county, or ZIP code (5). - Enrollment data for the top 10 geographic areas in your current view (6). By default, the top 10 states with the most students enrolled are shown. When you click a county or ZIP code, the list shows the top 10 counties or ZIP codes with the most students enrolled. - Select a state, county, or ZIP code for more detailed data (5). ## Best Practices for Using and Maintaining Your Dashboards Get the most out of your data analyses by adhering to proven strategies. - Keep your dashboards fresh with current data from Salesforce. See [Keep Data Fresh](https://help.tableau.com/current/online/en-us/to_keep_data_fresh.htm) in Tableau Help. - Customize your dashboards with formatting to enhance analysis and presentation. You can also remove filters that aren't relevant and add your own. See [Format Your Work](https://help.tableau.com/current/pro/desktop/en-us/formatting.htm) in Tableau Help. - Export Tableau data to various image file types for use in presentations or other communications. - If you need help, log a [support case with Tableau](https://www.tableau.com/support/case).