Mechanism Summary_DATIM COP-ROP15 Reports Instructions

PEPFAR Data for Accountability Transparency Impact
Monitoring (DATIM)
COP/ROP 2015 DATIM Reports Generation Instructions Mechanism Summary
This information has been prepared solely for the use and benefit of the U.S. Department of State’s Office of the U.S. Global AIDS Coordinator
and is not intended for reliance by any other person.
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PEPFAR Data Visualizer
Purpose
The purpose of this document is to provide user instructions to generate the following COP/ROP 2015
report using DATIM’s data visualizer application.
Report Name
Mechanism Summary
(Image C)
Report Description
his reports contains the following
parameters:
 All relevant Data
Elements associated with
a particular mechanism
Use
Useful for the reconciliation of unexpected
/ improbable Data Elements for a
particular funding mechanism.
Image C – Mechanism Summary Sample Report (Note: this report contains test data)
Mechanism Summary Report
Step 1: Sign in to DATIM
Please navigate to www.datim.org in your internet browser, enter your username and password, and
click on the sign in button.
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Step 2: Access the Data Visualizer App
To access the Data Visualizer App, select the Apps icon on the navigation ribbon located at the topright of the screen. Note: you may need to scroll down using the up/down arrow buttons, or by clicking
the More apps button to see more options (if necessary). Select the Data Visualizer application.
Step 3: Access the Data Visualizer Homepage
Once you have selected the Data Visualizer application your screen will appear as follows:
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Step 4: Determine the type of visualization wanted
From the Table, Chart, or Map dropdown menus on the top right of your screen, select the desired
visualization. In this example, we are selecting Go to pivot tables.
Step 5: Modify the Report Layout
Open the Table Layout menu, move the Period attribute to the Column box, move the Organisation
Units and Data attributes to the Row box, and click Update.
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Step 6: Modify the Report Parameters – Period(s)
Click on the Periods panel to open the panel and view the selection options. Click on the drop-down
and select Financial October, a list of options will appear, select October 2015 – September 2016.
Uncheck any default selections in the section below.
Click on the Update button before proceeding, otherwise the Period selections will not be saved.
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Step 7: Modify the Report Parameters – Organization Unit(s) and Sub-Unit(s)
The Organisation Units panel allows you to filter results by Organisation Unit Levels (such as
Districts). Furthermore, you have the ability to select multiple Organisation Units. To do so, hold the
Ctrl button as click on the multiple Organisation Units. Click on the Update button to display the
results.
For this example, we selected Asia/Papua New Guinea. Note: The Organization Units available for
each user varies based on type of access and privilages.
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Optional: Users have the flexibility to select combinations of OUs (see example below). Additionally,
users have the ability to display the Organization Unit(s) hierarchy. To do so, click on the Options
drop-down, check the Show Hierarchy check-box, and click on the Update button.
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If users choose to display the OU(s) hierarchy the results displayed would look as follows:
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Optional: Users have the ability to display various levels of OUs. To do so, click on the Tools icon
drop-down and select Select Levels. Open the second drop-down and click on the Select
Organization Unit Levels drop-down to make a selection. For the example below, we selected InCountry Level 3. Lastly, click on the Update button to display your new selections.
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Step 8: Determine the Data Element Group
Click on the Data Elements selection on the left viewing pane of your screen and then select the
desired data elements group. In this example, we are selecting All SI – Targets Only. Do not modify
the Totals drop-down for this report.
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Step 9: Determine the Data Element Code Selection(s
Once the Data Element Group (All SI- Targets Only) is selected, a list of available Data Elements will
appear. Double click on the double right arrow icon to move all of the Data Elements to the box on the
right. Prior to executing your selections, determine the Funding Mechanism selection (described in
Step 10, below).
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Note: At least one of your visualizer selections should contain data; otherwise a message stating “No
data found” will appear and the visualizer will not be updated.
Step 10: Determine Funding Mechanism Selection(s)
Click on the Funding Mechanism panel to open the panel and view selection options. Select a
Funding Mechanism, for this example, we’ve selected the Intrahealth International.
Note: Prior to clicking on the Update button, modify the layout of the report. To do so, click on the
Layout button and modify the attributes as follows:
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Step 11: Hide Irrelevant (Blank) Data Elements
It is expected that some Data Elements will not be applicable for a particular Mechanism. To hide
irrelevant Data Elements, click on the Options drop-down, check the Hide Emplty Rows check-box,
and click on the Update button.
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Upon clicking on the Update button, the report will be updated to show only Data Elements for which
there is a value for (i.e. no blank rows).
Note: There is a restriction (8000 characters) on the amount of mechanism that can be selected. If the
restriction is exceed, you will be prompted to reduce your selection.
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Step 13: Add report to Favorites
To save the Mechanism Summary report click on the Favorites drop-down and click on the Add New
button. Enter the name (Mechanism Summary) of the report and click Create.
Step 14: Add report to Dashboard
To add the report to your dashboard, click on the Home button (this will take you to the DATIM
homepage). Once you are in the homepage, click on the Add button, assign a name to the dashboard,
and click on the Create button.
Upon creating the dashboard, use the Search function to look for the Mechanism Summary report, and
click on Add.
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