PowerBI Supports StAC’s Pastoral Care Programmes

PowerBI

For the last 12 months we have been actively exploring how Microsoft’s Business Intelligence product called PowerBI could be used at St Andrew’s College. I have blogged about our initial experimentations with this here and that post would be a useful piece of pre-reading to provide context to this post.

This week has seen the culmination of a huge amount of work over the last four months, with Tutors being given access to what is being called the Tutor Quadrant Report. Below is a screencast showing some of the features of this (with identifying details blanked out):

Demonstrating The Tutor Quadrant Report

Initial feedback from Tutors has been very positive as they recognise this new report presents a significant step forward in terms of:

  • Ease of access – using their existing school username/password to access the report on any device with a browser and anywhere (they are not restricted to being on the College campus).
  • The collation of disparate data presented in an easily comprehensible, highly visual format. Previously, to obtain information on attendance, NCEA results, discipline and Fortnightly Notes would have required dozens of clicks, different windows and reports, and even using different platforms (both Synergetic and Sharepoint).
  • Speed – the reports load very quickly in the browser.

It is satisfying to hear this type of feedback given the significant level of investment and effort that has been made in developing this platform from where we were 12 months ago.

AIS.pngFor some understanding of this journey from Crystal Reporting through to PowerBI, the following video is a quick version of a presentation Mr Dave Neilson and I gave at the Association of Independent Schools of New South Wales’ annual ICT Leadership Conference 2016 in Canberra in May. The theme of the conference was Supporting Digital School Improvement and you can download a copy of the slides from this presentation here.

The abbreviated presentation from AIS NSW ICT Leadership Conference 2016

Some of the key points from this presentation include:

  • There are multiple ways you can use Microsoft PowerBI, we have explored two methods of deployment:
    • Manually generating reports in the free PowerBI Desktop App and publishing and storing content in the Azure blob in the cloud (quick and easy, but limited security options)
    • Developing an on-premise data warehouse and using ETL processes to extract data from various sources before loading into a tabular data model and connecting to the cloud via SSAS Gateway Connector. This is also very secure when implemented with row level security.
  • PowerBi was preferred at St Andrew’s College for a number of reasons, including:
    • It’s scaleable – educational pricing for Pro licenses is affordable  (~$4/m per user) and easily managed within the Office365 Licensing Administration area
    • It is easy to access – teachers can use their existing school username/password so there is limited barriers to entry and it is accessible via a browser from any device.
  • Visualisations of data are excellent. The ability to transform what was previously stored in spreadsheets and rows and columns of data into easily comprehensible displays is critical. There is a range of default visualisations as well as third party generated ones.

Next Steps:

time to talk

Time to talk! The power of a visual to highlight a student trending in the wrong direction.

With the release of the Tutor Quadrant Report, planning is already underway for the development of further reports for both teaching staff as well as administrative staff. The migration to PowerBI of an existing Tableau report that our Director of Development used has been completed and this enables her to now access data refreshed daily and drill down using the self-service elements of PowerBI. Pleasingly, she has already identified a number of enhancements she would like to see – this is something we anticipated would occur once the end users started getting more meaningful access to the data.

Additionally, rebuilding a very detailed NCEA report similar to what we explored in the original proof of concept  will be important for academic staff to monitor progress as the year progresses. Ideally, we should see some accelerated development now that the backend infrastructure is in place.

Lastly, there is rapid development happening on the PowerBI platform all the time. One of the most exciting developments is the ability to embed reports into an existing website or portal and even apps, opening up a huge range of possibilities where we could securely share reports like those above with students and parents. For now, that is in the medium to long term planning, as we focus on rapidly deploying further PowerBI reports for the College staff.

The Power Of Data

PowerBIIncreasingly, most organisations are seeking to “do more” with the data they collect and store and in this respect, St Andrew’s College is no different. For the last two years I have been looking at a number of tools that would allow us to easily collect, analyse, display and share critical information amongst key stakeholders.

As part of this investigation we have looked at tools such as Crystal Reports, Tableau and Microsoft Excel connected via MS-Query to our MS-SQL server and outputting pivot tables for analysis. Here are some examples of this:

In the end, we decided to progress with Microsoft’s PowerBI solution, which is described on their website as:

Power BI transforms your company’s data into rich visuals for you to collect and organize so you can focus on what matters to you. Stay in the know, spot trends as they happen, and push your business further.

Some of the reasons we selected this solution include:

  • It’s browser based – you can access it from “anywhere” and see live data. You can also bookmark certain reports in your browser for near instant access.
  • There is also an app available (iPhone/iPad/Android/Windows10) so the data is accessible anytime / anywhere
  • We can tweak reports / visuals quickly and easily, based off feedback from stakeholders
  • Being browser based, you don’t need a local file on your computer that is “out of date” once a new version with improved features is built. What you see is always the “latest version”
  • It’s part of our existing Office365 Suite, so our existing username/password logs you into the reports.
  • Security permissions are centrally managed based off AD users and role based groups.
  • It connects to our on-premise MS-SQL Server, allowing for scheduled data updates (hourly / daily).

To best demonstrate the power of this tool, we built a proof of concept based around analysing NCEA student achievement, in particular University Entrance requirements and course/subject endorsement. Here is a screencast walking through the tool:

Note: identifiable data such as student names / ID numbers have been blurred out in this video.

To accelerate the development of some of this reporting, we have:

  • Partnered with DataCom New Zealand and are getting expert advice from their Business Intelligence team in terms of configuring the ETL process via Microsoft SSIS, building a tabular data model and connecting to PowerBI in the cloud for presenting the data to staff.
  • Hired a new staff member to join the ICT Services team in the role of Business Intelligence Report Writer. The responsibilities for this role will be to interface with the various business units in the College (e.g. Academic Data, Enrolments, Development, Communications etc), understand their reporting requirements and then build the reports in PowerBI.

The key with any Business Intelligence project is to help inform the decision making process and not just be contented with pretty visualisations. To that end, a robust conversation and scoping of what is required to be seen by the stakeholder needs to be established. However, with a wide range of visualisations being added regularly to PowerBI, there is a number of ways to present data in an easily comprehensible format. One of my favourites in a 3D, interactive globe that significantly improves on the PowerMap in Excel (see above):

This visualisation could be very useful in mapping where our current students or Old Collegians live or identifying where donations are coming from globally mapped either by volume or value for example.

We are in the very early stages of this project, yet the potential is very obvious to the leadership teams at St Andrew’s. The focus over the next few weeks will be configuring the backend infrastructure: the ETL processes (Extraction, Transformation, Loading), the Data Warehouse and the connectivity into PowerBI. Subsequently, the rapid development of reporting dashboards will proceed.

If this interests you, please do check back regularly on the blog for updates or drop a comment below to discuss further.