---
schema_version: "1"
id: c032e7f7f7cf9075717229f6ae99814f4e4273449551973d8126c156bc3e512a
title: Analyze Student Success Data with the Tableau Accelerator
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_reporting_tableau.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_reporting_tableau.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b7638d081badb7da91a678354cf0d3506c255942110ad58e88e56341d0e2c8f3
description: Visualize student and support staff data and make informed decisions by using the Student Success Hub Tableau Accelerator.
products:
  - Nonprofit
  - Education
release: "264"
---
# Analyze Student Success Data with the Tableau Accelerator

Visualize student and support staff data and make informed decisions by using the Student Success Hub Tableau Accelerator.

- **[Learn About the Student Success Hub Tableau Accelerator](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_reporting_tableau.htm&release=264.0.0&type=5)**  
    The Student Success Hub Tableau Accelerator turns your data into actionable insights. See current Alert, Appointment, and other student data in a variety of formats that you can easily filter and customize. Use the dashboards to identify and act on trends around student needs and support staff workloads.
- **[Understand the Data Model Requirements](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_reporting_tableau.htm&release=264.0.0&type=5)**  
    The dashboards show data from these objects.
- **[Connect Salesforce to Tableau](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_reporting_tableau.htm&release=264.0.0&type=5)**  
    After you have a Tableau account, connect it to Student Success Hub to start with our ready-made dashboards. Connect using either Tableau Online or Tableau Desktop.
- **[Explore the Dashboards](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_reporting_tableau.htm&release=264.0.0&type=5)**  
    The Student Success Hub Tableau Accelerator includes four dashboards and a student list.
- **[Best Practices for Using and Maintaining Tableau Dashboards](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_reporting_tableau.htm&release=264.0.0&type=5)**  
    Understand how to make the most of Tableau dashboards.

## Learn About the Student Success Hub Tableau Accelerator

The Student Success Hub Tableau Accelerator turns your data into actionable insights. See current Alert, Appointment, and other student data in a variety of formats that you can easily filter and customize. Use the dashboards to identify and act on trends around student needs and support staff workloads.

See [Student Success Hub Tableau Accelerator](https://www.tableau.com/products/dashboard-starters-downloads).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png)

Note Appointment data only shows for Student Success Hub orgs that are licensed and configured for student users and Experience Cloud sites.

## Understand the Data Model Requirements

The dashboards show data from these objects.

- Account with Academic Program
- Alert
- Appointment
- Appointment Attendee
- Case with Student Records
- Contact
- Course Connection
- Course Offering
- Program Enrollment
- Term
- User
- Success Plan

The dashboards also use predefined [case teams](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_success_teams.htm&release=264.0.0&type=5 "Complete these tasks to get success teams up and running in your Student Success Hub org.") and [case team roles](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_success_teams.htm&release=264.0.0&type=5 "Complete these tasks to get success teams up and running in your Student Success Hub org.").

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_tip.png)

Tip To view a visual representation of the data model in Tableau, click the **Data Source** tab.

These dashboards use a generic data model that easily fits the needs of most institutions. Here’s how the dashboard data is modeled and structured in Salesforce.

### Term Enrollment

The dashboards use the Course Connection object to calculate enrollment for students (Contacts). Course Connections are associated with the Course Offering object, which has a lookup relationship to the Term object.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:20%">
              <col style="width:20%">
              <col style="width:20%">
              <col style="width:20%">
              <col style="width:20%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e264">
                  <p style="margin-bottom:0;">Purpose</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e270">
                  <p style="margin-bottom:0;">Object</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e276">
                  <p style="margin-bottom:0;">Field</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e282">
                  <p style="margin-bottom:0;">Related Object</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e288">
                  <p style="margin-bottom:0;">Relationship Field on Related Object</p>
                </th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e264 ">
                  <p style="margin-bottom:0;">Establish a relationship between students
                    and courses.</p>
                </td>

                <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e270 ">
                  <p style="margin-bottom:0;">Contact</p>
                </td>

                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e276 ">
                  <p style="margin-bottom:0;">Contact ID</p>
                </td>

                <td data-label="Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e282 ">
                  <p style="margin-bottom:0;">Course Connection</p>
                </td>

                <td data-label="Relationship Field on Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e288 ">
                  <p style="margin-bottom:0;">Contact</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e264 ">
                  <p style="margin-bottom:0;">Establish a relationship between courses
                    and Course Offerings, which are mapped to Terms.</p>
                </td>

                <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e270 ">
                  <p style="margin-bottom:0;">Course Connection</p>
                </td>

                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e276 ">
                  <p style="margin-bottom:0;">Course Offering ID</p>
                </td>

                <td data-label="Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e282 ">
                  <p style="margin-bottom:0;">Course Offering</p>
                </td>

                <td data-label="Relationship Field on Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e288 ">
                  <p style="margin-bottom:0;">Id</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e264 ">
                  <p style="margin-bottom:0;">Provide access to the names and dates for
                    Terms.</p>
                </td>

                <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e270 ">
                  <p style="margin-bottom:0;">Course Offering</p>
                </td>

                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e276 ">
                  <p style="margin-bottom:0;">Term</p>
                </td>

                <td data-label="Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e282 ">
                  <p style="margin-bottom:0;">Term</p>
                </td>

                <td data-label="Relationship Field on Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e288 ">
                  <p style="margin-bottom:0;">Id</p>
                </td>

              </tr>
            </tbody>
          </table>

### Academic Program

The dashboards use the Program Enrollment object to provide additional filters such as Class Year and Program.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:20%">
              <col style="width:20%">
              <col style="width:20%">
              <col style="width:20%">
              <col style="width:20%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e429">
                  <p style="margin-bottom:0;">Purpose</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e435">
                  <p style="margin-bottom:0;">Object</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e441">
                  <p style="margin-bottom:0;">Field</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e447">
                  <p style="margin-bottom:0;">Related Object</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24712e453">
                  <p style="margin-bottom:0;">Relationship Field on Related Object</p>
                </th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e429 ">
                  <p style="margin-bottom:0;">Identify students who have Program
                    Enrollment records.</p>
                </td>

                <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e435 ">
                  <p style="margin-bottom:0;">Contact</p>
                </td>

                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e441 ">
                  <p style="margin-bottom:0;">Contact ID</p>
                </td>

                <td data-label="Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e447 ">
                  <p style="margin-bottom:0;">Program Enrollment</p>
                </td>

                <td data-label="Relationship Field on Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e453 ">
                  <p style="margin-bottom:0;">Contact</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e429 ">
                  <p style="margin-bottom:0;">Pull the Program name related to Program
                    Enrollment record.</p>
                </td>

                <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e435 ">
                  <p style="margin-bottom:0;">Program Enrollment</p>
                </td>

                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e441 ">
                  <p style="margin-bottom:0;">Program</p>
                </td>

                <td data-label="Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e447 ">
                  <p style="margin-bottom:0;">Account</p>
                </td>

                <td data-label="Relationship Field on Related Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d24712e453 ">
                  <p style="margin-bottom:0;">Id</p>
                </td>

              </tr>
            </tbody>
          </table>

## Connect Salesforce to Tableau

After you have a Tableau account, connect it to Student Success Hub to start with our ready-made dashboards. Connect using either Tableau Online or Tableau Desktop.

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).

### 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 Dashboards**. If you don’t land on the home page, click **Home**, then click **See All**.
3. On the Starters page, set your Data Sources filter to **Salesforce**.
4. Click **Student Success Hub Tableau Accelerator**.
5. Click **Sign in to Salesforce** and log in.

### Use Tableau Desktop

1. Download the [Student Success Hub Tableau Accelerator](https://extensiongallery.tableau.com/products/607?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 use, then select **Edit Data Source**.
5. Log in and select **Allow** to give access to your data.

## Explore the Dashboards

The Student Success Hub Tableau Accelerator includes four dashboards and a student list.

### Support Staff Overview

Understand how support staff engage with students. To view this dashboard, select the **Overview** tab.

![The Support Overview dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_tableau_overview.png)

- Hover over the icon to learn about the dashboard and how you can use it (1).
- Click the icon to go to the Student List tab, which contains data at the student level for appointments, alerts, grade point average, and credits earned (2).
- Filter data by Term, Staff Member, Appointment Topic, Gender, and Race/Ethnicity (3).
- KPI tiles show the average number of students per staff member, average number of appointments per staff member, and the number of students with and without appointments (4). Hover over the tiles for additional information.
- Review the total number of appointments over the last 12 months by staff member (5).
- Compare appointment volumes year-over-year (6). Hover over values for additional information.
- Evaluate appointment counts by topic and subtopic (7). Hover over values for additional information.

### Individual Student View

See how support staff engage with individual students. To view this dashboard, select the **Individual Student** tab.

![The Individual Student View dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_tableau_student_view.png)

- Hover over the icon to learn about the dashboard and how you can use it (1).
- Click the icon to go to the Overview dashboard (2).
- Click the arrow to go to the Student List tab, which contains data at the student level for appointments, alerts, grade point average, and credits earned (3).
- Filter data by Term, Staff Member, Gender, and Race/Ethnicity (4).
- KPI tiles show the number of students with an assigned case team member, with open alerts, and with upcoming appointments (5).
- View the student alerts and appointments over the last 12 months as a scatter chart. The number of appointments is plotted along the x-axis and the number of alerts is plotted along the y-axis for individual students (6). Hover over values to see student names, the date that the most recent alert was created, and the date of the most recent appointment. Select one or more students to filter the other views.
- Review key student data in the Student Details Last 12 Months report. The data includes students with alerts and appointments in the last 12 months, along with their GPA and credits earned (7).
- View the student appointments or alerts over the last 12 months in a graphic chart (8). Hover over columns for additional information.

### Courses

See how your courses are performing with course metrics at your fingertips. To view this dashboard, select the **Courses** tab.

![The Courses dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_tod_courses_tab.png)

- Hover over the icon to learn about the dashboard and how you can use it (1).
- Click the icon to go to the Overview dashboard (2).
- Filter data by Term, Enrollment Status, Gender, Race, Military Service, Class Standing, Course Name, or Courses (3).
- Filter the Fail and Withdraw Rates for Course report by Course Fail Rate percentage and Course Withdraw Rate percentage. (4).
- Review the course failure and course withdrawal rates for individual courses in a graphic report. Click a course name to filter the report for a single course (5).
- Review student success data on the Students Currently Enrolled report. This report provides the following data ordered by student name (by default): Class Standing, Enrollment, Course Name, Course Start Date, Course End Date, Date Since Last Appointment, Date of Upcoming Appointment, # of Past Appointments, # of Open Success Plans, and # of Open Alerts. Hover over the data for more information or to filter the report by your selection (6).

### Retention Indicators

Get an in-depth understanding of your institution’s student retention with detailed retention indicators. To view this dashboard, select the **Retention Indicators** tab.

![The Retention Indicators dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_tod_retention_indicators.png)

- Hover over the icon to learn about the dashboard and how you can use it (1).
- Click the icon to go to the Overview dashboard (2).
- Click the arrow to go to the Student List (3).
- Filter data by Term, Staff Member, Gender, Race, Military Service, Student Name, # of Open Alerts, # of Open Success Plans, # of Past Appointments, and # of Future Appointments (4).
- KPI tiles show the percentage of Students with Unresolved Alerts, percentage of Students with Open Success Plans, and the percentage of Students with No Appointment in Last 12 Months (5).
- Review the number of students enrolled by term (6).
- Evaluate a student’s retention indicators over the last 12 months. Retention Indicator metrics include: # of Open Alerts, # of Open Success Plans, # of Past Appts., and # of Upcoming Appts for each student (7).

### Student List

Track students' academic performance and support engagement. To view this list, select the **Student List** tab.

![A list of students that can be filtered by Staff Member, Student Name, and other criteria](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_tableau_student_list.png)

- Hover over the icon to learn about the dashboard and how you can use it (1).
- Click the icon to go to the Overview dashboard (2).
- Click the arrow to go to the Individual Student dashboard (3).
- Filter data by Term, Staff Member, Gender, Race/Ethnicity, Student Name, Days Since Last Appt., Credits Earned, and GPA (4).
- KPI tiles show the number of students with an assigned case team member, with open alerts, and with upcoming appointments (5).
- Evaluate students' academic performance and support engagement (6).

## Best Practices for Using and Maintaining Tableau Dashboards

Understand how to make the most of Tableau dashboards.

- Keep dashboards fresh with current data from Student Success Hub. For more information, see [Keep Data Fresh](https://help.tableau.com/current/online/en-us/to_keep_data_fresh.htm) in Tableau Help.
- Customize dashboards with formatting to enhance analysis and presentation. You can also remove filters that aren't relevant and add your own. For more information, 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).