Relationship Mapping with Tableau and R

Track: Data Analytics Symposium

Session Number: 2047
Date: Thu, Aug 1st, 2019
Time: 2:30 PM - 2:50 PM
Room: Grand Saguaro West

Description:

We often hear that fundraising is about relationships. Development Officers want to know how their current prospects are connected and who can introduce them to a new prospect. Many organizations store relationship connections in the database, but it isn’t always clear how to best present this information. This session will help attendees understand options for presenting network data in both Tableau and R. They will learn about specific use cases for considering relationship connections and discover different visualization techniques.
Session Type: DAS Case Study (20min)

Primary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Secondary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level II
Recommended Prerequisites: Some basic knowledge of Tableau and/or R would be beneficial.
Learning Objective #1: Attendees will discover techniques for mapping prospect relationships in Tableau and R.
Learning Objective #2: Attendees will learn how relationship mapping can help fundraisers build connections that lead to increased philanthropy.


Shop Size: All Shop Sizes
Session Type: DAS Case Study (20min)

Primary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Secondary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level II
Recommended Prerequisites: Some basic knowledge of Tableau and/or R would be beneficial.
Learning Objective #1: Attendees will discover techniques for mapping prospect relationships in Tableau and R.
Learning Objective #2: Attendees will learn how relationship mapping can help fundraisers build connections that lead to increased philanthropy.


Shop Size: All Shop Sizes