Institutional Performance Management with Excel and Power BI for Office 365


Higher education institutions today are under great pressure as they strive to achieve their goals. Government, other funding agencies, and taxpayers want to see a measurable return on their investment. They are increasingly attaching specific performance requirements to funding for higher education and allocating funding based on performance-based models.

University performance is also being scrutinized by students and parents, who want to know that they are getting value for their investment.

Therefore it is crucial that university leaders have a way to gain visibility into all major areas of institutional data that show the efforts, activities, and results that support the university's strategic plans.

To develop a performance-driven culture, decision makers need a way to collect, report, and analyze data; a way to develop data-based insight that drives decisions and actions; and a way to use data systematically to advance outcomes that align with the university's objectives.

Without an integrated solution that ties all of the university's data together, it is difficult or even impossible for stakeholders to answer fundamental questions of performance-based management.

Microsoft business intelligence (BI) for higher education tools put powerful BI into the hands of administrators, faculty, and staff across the university. Using already familiar tools from Microsoft-Office 365, SharePoint, SQL Server, and more-universities gain self-service BI that enables stakeholders at all levels to make data-driven decisions that can improve performance and competitiveness, and that helps document improvement for funding and accreditation sources. Faculty can use these analytics for academic advising, retention improvement, and institutional assessment purposes.

  • Microsoft's stack for self-service business intelligence includes tools to discover, analyze and visualize data, and to share, find and access data anywhere.
  • Excel is the center of the universe for these business intelligence tools, and works in combination with SharePoint online.

Self-service BI with the familiarity of Office and the power of the cloud


Excel includes the powerful analytics and visualization tools – Power Query, Power Pivot, Power View and Power Map – which are available with Office 365 Education E3 subscription for your institution.

Power BI for Office 365 enhances your experiences with Excel by providing features to allow you to share and collaborate on your insights in new and powerful ways with features like Power BI Sites, Q&A and Mobile BI. Power BI for Office 365 is available as an added service on top of your institution's Office 365 Education E3 subscription.

The Ellucian Institutional Performance Management solution, developed on the SharePoint platform and integrated with the Nuventive TracDat planning and outcomes assessment engine, provides a powerful solution that links measurement to strategic objectives and enables stakeholders to model plans and gain performance data at a glance using a comprehensive dashboard.

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