Report/data of alumni by location

JoAnn Strommen

I've run the Demographic/Statistical Report > Tallies to get the number of alumni living in each state. It was a start.

Development officer wanting to make a case for changes in regional assignments wants more detail such as where are they in the state or where is there a concentration that we are somehow missing. Say northern CA? Mid CA? Southern CA? Oil fields of ND?

I know I can do maps - radius or drawn area but pretty labor intensive. I've considered an export and looking at zip code but again labor intensive. Is there an option out there that I'm not aware of?

Thanks for any suggestions.

Alex Wong

@JoAnn Strommen
Power BI will do this very well, but you need to get the data into Power BI

JoAnn Strommen

@Alex Wong Yes, that's what we would be looking for.
I was guessing that Power BI might be a solution but am not a user.

Any other suggestions out there?

Karen Diener

@JoAnn Strommen:

I've run the Demographic/Statistical Report > Tallies to get the number of alumni living in each state. It was a start.

Development officer wanting to make a case for changes in regional assignments wants more detail such as where are they in the state or where is there a concentration that we are somehow missing. Say northern CA? Mid CA? Southern CA? Oil fields of ND?

I know I can do maps - radius or drawn area but pretty labor intensive. I've considered an export and looking at zip code but again labor intensive. Is there an option out there that I'm not aware of?

Thanks for any suggestions.

In webview, you can map any results from a List. It isn't ideal because you cannot (currently) filter by state, so you will see the entire country - and any international addresses - on the map. You can zoom in and out, but the location search by state doesn't really work well - it still shows the entire map, even though I expected it to only show the results on the location I searched. But at least you could filter the List by Constituent Code, which I'm guessing would allow you to isolate your Alumni.

You could potentially create Queries in database view - they need to be static - for states where you know you have a lot of alumni. You could use those as the basis for a few Lists and maps.

Another option outside of RE would be to export your alumni and their complete address, and then import that into a Google sheet and use the “My Maps" functionality. I've used that for some personal things. I am not sure how it would work on a large scale and cannot remember the filtering options, but it would get you there without too much trouble.

PowerBI is a good solution for long term, ongoing needs, but is definitely not the right solution for every organization.

JoAnn Strommen

@Karen Diener Thank you.

I actually had called the DO who asked for the data into my office yesterday and showed her a radius map I had created for the continental US. (We agreed no one on our small staff has knowledge/time needed now to learn BI).
We did zoom in and out looking at a few of the red marker concentrations. Helped answer a few of her questions.

Thanks for suggestion of Google maps, may have to consider if more info is needed.

Apparently even looking at the state list was eye-opening for some.

Jeannie Goings

@JoAnn Strommen I think this can be done in Excel with map chart. The caveat is that you would need to anonymize your data because it gets sent to Bing. Perhaps you could strip out the names and index the constituent IDs and use map chart with city, state, zip? Just a thought. :-)