Seattle Evaluation Association

Local Affiliate of the American Evaluation Association

    • Friday, August 20, 2021
    • 2:00 PM - 5:00 PM (PDT)
    • Virtual
    Register

    In a world that revolves around the collection, interpretation, and visualization of data, the need for visually compelling, interactive dashboards has never been as great as it is today. Institutional researchers, evaluators and stakeholders are increasingly eager to drill into their data and quickly extrapolate meaning from a clear visualization. While other popular BI-tools offer an exciting opportunity to create dynamic data dashboards, there are frequent impediments to their use and adoption such as cost, data reshaping, learning curve, familiarity.

    The Beginner Session takes you through all you need to design interactive dashboards in Excel and Google Sheets. Shelly and Tom will provide you with practical, hands-on, step-by-step instructions to turn your static data into a dynamic dashboard that will “wow” your stakeholders. They will demonstrate Pivot Tables, Pivot Charts, and Slicers to create well-designed dashboards that your stakeholders can use to slice-and-dice data in seconds. You will leave the workshop with clear steps that you can immediately implement to create stunning dashboards that are pliable and easy to reproduce.

    You will learn:

    • How to use PivotTables, PivotCharts, and Slicers to create interactive dashboards
    • Quick visualization tips and tricks to customize your dashboards for stakeholders
    • How to secure your dashboard using built-in protection features
    • Different chart types to display data in the most meaningful way

    Prerequisites:

    • Basic knowledge of Excel (e.g., charts, basic formulas)
    • PivotTable knowledge is helpful, but not necessary

    System Requirements: 

    Please make sure that you are using Excel 2010 or a more recent version for the workshop. Older versions of Excel do not include the built-in features needed to generate an interactive dashboard. (We will be using Excel 2016 for the workshop.) Mac users should be fine as well, as long as you are not using a very old version of Excel.

    About the Presenters:

    Tom Withee is a Senior Researcher at Goshen Education Consulting Inc and is their data visualization expert. His involvement with STEM Education for over 15 years and his passion to make STEM Education accessible for everyone is evident throughout his work. Tom is an active member of the American Evaluation Association, with a focus of STEM Education, K-12 Education, and Data Visualization. As a founding member of the Evaluation Association of St. Louis, he shares his insights on data visualization and clear, concise reporting. Tom lives in rural Edwardsville with his wife, two children, a dog, three cats and five chickens. When he is not crunching numbers, he enjoys training in Tae Kwon Do with his family.

    Shelly Engelman, Ph.D., is the Director of Research and Evaluation at Custom EduEval LLC in Austin, TX. She earned her PhD in Social Psychology and has over 10 years of research and evaluation experience. Dr. Engelman has been a lead data analyst and behavior science methodologist on over 40 federal and state funded grants and programs. She has a strong knowledge of evaluation and research methodology and theory, as well as an expertise in survey design and advanced statistical modeling techniques (e.g., Structural Equation Modeling, Propensity Score Matching, etc.). Dr. Engelman has led over 20 workshops, seminars, and demonstrations for a variety of clients including, Centers for Disease Control and Prevention (CDC), Governor’s Office of Student Achievement (GOSA), and the University of Texas at Austin (UT Austin). Prior to working as an evaluation and research consultant, Dr. Engelman taught an array of undergraduate courses at the University of Delaware, such as Research Methods, Statistics, and Social Psychology. www.shellyphd.com 


    Note that this event has limited seats available. Unfortunately we are not able to allow for cancellations/refunds after registering.

    • Monday, August 23, 2021
    • 2:00 PM - 5:00 PM (PDT)
    • Virtual
    Register

    In a world that revolves around the collection, interpretation, and visualization of data, the need for visually compelling, interactive dashboards has never been as great as it is today. Institutional researchers, evaluators and stakeholders are increasingly eager to drill into their data and quickly extrapolate meaning from a clear visualization. While other popular BI-tools offer an exciting opportunity to create dynamic data dashboards, there are frequent impediments to their use and adoption such as cost, data reshaping, learning curve, familiarity.

    Building on the skills learned in the Beginner Session, the Advanced Session will take your dashboards to the next level. Shelly and Tom will share best practices in dashboard design to make your dashboards really pop. They will also teach you how to incorporate inferential statistics (e.g., t-tests) in your dashboard that update as you slice and dice your data. In this course, you will learn "smart" visualizations that your clients will be asking "how'd you do that?".

    You will learn:

    • Best practices in designing your dashboards to maximize impact
    • Four effective dashboard layout techniques
    • Advanced features in Excel to customize your dashboards for various stakeholders
    • How to integrate inferential statistics (e.g. t-tests) into your dashboards

    Prerequisites:

    • Knowledge of both PivotTables and Slicers in Excel is required (consider taking the beginner workshop on August 20th to get caught up!)

    System Requirements: 

    Please make sure that you are using Excel 2010 or a more recent version for the workshop. Older versions of Excel do not include the built-in features needed to generate an interactive dashboard. (We will be using Excel 2016 for the workshop.) Mac users should be fine as well, as long as you are not using a very old version of Excel.

    About the Presenters:

    Tom Withee is a Senior Researcher at Goshen Education Consulting Inc and is their data visualization expert. His involvement with STEM Education for over 15 years and his passion to make STEM Education accessible for everyone is evident throughout his work. Tom is an active member of the American Evaluation Association, with a focus of STEM Education, K-12 Education, and Data Visualization. As a founding member of the Evaluation Association of St. Louis, he shares his insights on data visualization and clear, concise reporting. Tom lives in rural Edwardsville with his wife, two children, a dog, three cats and five chickens. When he is not crunching numbers, he enjoys training in Tae Kwon Do with his family.

    Shelly Engelman, Ph.D., is the Director of Research and Evaluation at Custom EduEval LLC in Austin, TX. She earned her PhD in Social Psychology and has over 10 years of research and evaluation experience. Dr. Engelman has been a lead data analyst and behavior science methodologist on over 40 federal and state funded grants and programs. She has a strong knowledge of evaluation and research methodology and theory, as well as an expertise in survey design and advanced statistical modeling techniques (e.g., Structural Equation Modeling, Propensity Score Matching, etc.). Dr. Engelman has led over 20 workshops, seminars, and demonstrations for a variety of clients including, Centers for Disease Control and Prevention (CDC), Governor’s Office of Student Achievement (GOSA), and the University of Texas at Austin (UT Austin). Prior to working as an evaluation and research consultant, Dr. Engelman taught an array of undergraduate courses at the University of Delaware, such as Research Methods, Statistics, and Social Psychology. www.shellyphd.com 


    Note that this event has limited seats available. Unfortunately we are not able to allow for cancellations/refunds after registering.

Past Events

Thursday, July 22, 2021 Journey Mapping for Evaluation
Friday, July 16, 2021 Value for Money: How the ROI Methodology Shows the Value for Money for All Types of Projects and Programs
Monday, July 12, 2021 The best marketing is no marketing: How to reach prospective evaluation clients without selling
Tuesday, May 25, 2021 Journal Club: How does language choice relate to equity in our evaluation practice?
Wednesday, May 19, 2021 Antiracism in Evaluation Conversation Hour
Friday, April 16, 2021 Power Up Your Facilitation: In-Person and Virtual Tools for Group Learning
Wednesday, March 24, 2021 Journal Club: Using AEA Evaluator Competencies to Shape Socially Just Evaluation Practice
Thursday, March 04, 2021 Virtual Happy Hour
Wednesday, February 24, 2021 Journal Club: What elements make evaluation findings more or less credible?
Wednesday, February 17, 2021 Going out on your own! Introduction to Independent Consulting Session
Monday, February 15, 2021 Evalu-Date!
Tuesday, February 09, 2021 Independent Consultants Meet-Up
Wednesday, January 27, 2021 Current events and credible evidence: How can evaluators help?
Friday, January 15, 2021 Learning & Resources from AEA
Wednesday, November 18, 2020 Journal Club: Dr. Ayesha Boyce and Culturally Responsive Evaluation
Tuesday, November 10, 2020 Independent Consultants Meet-Up
Thursday, October 22, 2020 Anti-Racism and Evaluation Panel
Wednesday, October 21, 2020 Journal Club
Friday, October 16, 2020 Let's Get Digital - with Ripple Effect Mapping
Thursday, October 01, 2020 Diversity, Equity, and Inclusion Conversation Hour
Thursday, September 24, 2020 Centering Equity in Data Use workshop
Tuesday, September 22, 2020 Annual Business Meeting
Wednesday, September 09, 2020 Conducting Community Health Needs Assessments to Ensure Equity and Collaboration
Tuesday, July 28, 2020 Independent Consultants (Virtual) Meet-up
Wednesday, July 22, 2020 Journal Club: Evaluation and Big Data
Tuesday, July 14, 2020 Visionary Evaluation for a Sustainable, Equitable Future: Practical Applications
Tuesday, June 23, 2020 Discussion: Visionary Evaluation
Wednesday, June 10, 2020 Journal Club: Complexity in Evaluation
Thursday, June 04, 2020 Members (Virtual) Happy Hour
Tuesday, May 12, 2020 Empowerment Evaluation Webinar with David Fetterman
Tuesday, April 28, 2020 Independent Consultants (Virtual) Meet Up
Thursday, April 23, 2020 Beyond Word Clouds: Crafting Creative Qualitative Data Visualizations
Friday, April 17, 2020 Scaling Impact
Thursday, April 16, 2020 Virtual Happy Hour
Thursday, February 27, 2020 Krazy Glue Messaging: Making Your Evaluation Findings Sticky with Kylie Hutchinson
Tuesday, January 21, 2020 Independent Consultants Group Meetup
Wednesday, January 15, 2020 Scrum Skill-Building Workshop
Thursday, December 05, 2019 Networking & AEA Sharing Event
Wednesday, November 13, 2019 Evaluation 2019 Dinner
Tuesday, September 24, 2019 Seattle Evaluation Association Annual Meeting with David Keyes
Tuesday, September 24, 2019 R for the Rest of Us Roadshow Learning Event with David Keyes
Thursday, April 25, 2019 Seattle Evaluation Association Launch Event

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