Post on 11-Mar-2020
transcript
D A T A A N A L Y S I S T I P S & T R I C K S
A R D C O N F E R E N C EA P R I L 1 6 , 2 0 1 3
User Group
Agenda
Chicago Affinity Programs Griffin to Sphere Email Data Griffin to Sphere New Graduate Status Updates Extracting Gifts to a Single Allocation Creating a Giving Spreadsheet Q & A
L U C I E S A N D E L
A S S I S T A N T D I R E C T O R , C A R E E R & A F F I N I T Y P R O G R A M S
Chicago Affinity Programs
W H A T I T I S ,I M P O R T A N T D A T A ,
A N D R E C O R D I N G T H E D A T A
Affinity Data
Chicago Affinity Programs
Industry or professional interest Shared identity Shared University experience (recognized student
organizations, athletics, house system, etc.)
Important Data to Track
Membership Volunteer Leaders Regions
Sorting the Data
Griffin Help creates new “activities” and “vol activities” as new groups are formed
Affinity Groups are “opt-in” Opportunity to learn more about members Create Google Docs based on Griffin reports
A N E X A M P L E : F I N D I N G , V I E W I N G , A N D A N A L Y Z I N G
A L U M N I I N T H E M I L I T A R Y
Finding Alumni
Bio: Exportable Bio Core
Data Analysis
Bio: Demographics
Where are members located?
Membership Heat Map
C R A I G W U
I N T E R A C T I V E M E D I A D A T A A S S I S T A N T , C O M M U N I C A T I O N S
Griffin to Sphere
E R R O R S U S I N G I N A D E Q U A T E D A T A A R E M U C H L E S S T H A N T H O S E U S I N G N O D A T A A T
A L L .
~ C H A R L E S B A B B A G E
Email Data Submission
Purpose
Providing alumni data for email solicitations, events or announcements
Exclude entities with special handling No Contact via Email No Solicit via Email Do Not Release ANY Information
Report for Emails
Bio.Exportable Email File Includes Special Handling Exceptions
Results of Report
Griffin ID Entity First Name Entity Last Name Preferred Email Address
Considerations
Appeal Codes Unnecessary to include within data file One code per email Not directly connected to data
Salutations WYSIWYG Preferable to have uniform salutations
Formal vs. First name
Griffin IDs & Without IDs Separate into two (2) lists
Email Exclusions
Coded as: President & Wife University Trustee Dean Officer Faculty
Also removes: Deceased Unsubscribed from Campaign Unsubscribed from all University emails
Data Validation Process
Data Validation
Tool
Data File
Segment ID
Sphere Data
Segment File
Add / Update
File
Sphere
Updating New Graduate Status
T H E M I N D O N C E E N L I G H T E N E D C A N N O T A G A I N B E C O M E D A R K .
~ T H O M A S P A I N E
Locating New Graduates
Completed on a quarterly basis Manual process to provide access to the Alumni
Directory
Export File for Upload
Bio.Exportable Bio Core
Updating Student Memberships
Griffin Export File
Data Formatter Sphere
V I C K I S C O T T - S A C H
G I F T M A N A G E M E N T S P E C I A L I S T , S T R A T E G I C R E S E A R C H & A N A L Y S I S
Extracting Giving Data
H O W T O G E T A L I S T O F A L L G I F T S T H A T W E R E M A D E T O A N A L L O C A T I O N A N D V I E W
I N M I C R O S O F T E X C E L
Gifts to a Single Allocation
Find the Account Number in Griffin
GrifFind: Search Type - Allocation Result Type - Allocation List Search Criteria - Quick Lookup Allocation Code - put in the 5 digit acct. number (i.e., 33391)
View Results
The entire 10 digit number is needed (i.e., 33391-4250-3)
Find the Gifts
GrifFind Search Type – Giving Transaction Result Type – Giving Transaction Search Criteria – Allocation Allocation Code – enter the entire 10 digit number
Narrow Results
Intersect results in GrifFind with additional criteria
Date Gift Type Appeal Amount
…
Gift.Exportable Giving Transaction
Analyze Data
Export to Excel Sort and filter as needed
Q U I C K L Y P L A C E A L L G I F T S F R O M A N E N T I T Y I N T O A M I C R O S O F T E X C E L S P R E A D S H E E T
Make a Quick Giving Spreadsheet
View Giving Data on Entity Record
Navigate to Giving Transactions on an Entity record
Export Gifts to Excel
Click on Options > Export Form
Click on Open when prompted
Export Data
Basic export Look at all columns to apply filters as needed Exports all gifts, not just where primary donor Field names not formatted Data not formatted
G E T I N F O R M A T I O N A B O U T A L L A C T I V E O U T S T A N D I N G P L E D G E S A N D P R O J E C T E D
F I S C A L Y E A R O F P A Y M E N T S
U S E D T O H E L P M A K E E S T I M A T E S A B O U T H O W M U C H C A S H W I L L B E R E C E I V E D D U R I N G E A C H
F I S C A L Y E A R I N T H E F U T U R E , I F D O N O R S W I L L P A Y O N T I M E
Pledge Projection Summary
Context Free Report
Process and View Report
View by (tabs on output): Units Allocation Fund Class Allocation Purpose Program Allocation Priority Underpaid Pledges
Sample Output
G R I F F I N H E L P @ U C H I C A G O . E D U
P L E A S E M A K E S U R E Y O U F I L L O U T Y O U R S E S S I O N E V A L U A T I O N
Questions
C O M I N G S O O N T O A C O M P U T E R N E A R Y O U !
Griffin 9.8 Upgrade
A Sample of New Features
Google maps integration More browsers supported (IE 9, Firefox, Safari, and
Chrome) Autoclearance emails will contain enhanced content
to help URM’s make better decisions faster Merge, Intersect, and Exclude clipboards New Address Validation Tool International addresses will be validated regularly
Timeline
Thursday, April 18, 2013 What’s New in 9.8 training-on-demand snippet
Thursday, April 25, 2013 at noon Maintaining Addresses in 9.8 training-on-demand snippet Griffin down for upgrade
Monday, April 29 Griffin 9.8 up and running Lunch ‘n Learn (Alumni House 12-1)
Monday, May 6 Lunch ‘n Learn (401 N. Michigan 12:30-1:30)
Griffin Help website: http://griffinhelp@uchicago.edu Training > Griffin Training on Demand
K E E P U P T O D A T E O N I M P O R T A N T A N N O U N C E M E N T S
L I K E U S
U N I V E R S I T Y O F C H I C A G O G R I F F I N H E L P
Griffin Help is on Facebook