How to Build a Data Visualization

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Russell Morton
6 years ago
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security and Area of Responsibility (AOR).

1 Data s Data visualizations are the presentation of data in a pictorial or graphical format. The primary goal of data visualizations is to communicate information clearly and efficiently using statistical graphics, plots and information graphics, while also respecting individual user security and Area of Responsibility (AOR). You can take the concept a step further by using technology to drill down into charts and graphs for more detail, interactively changing what data you see and how it s processed. You can view multiple Data s at once if you add them to a Dashboard (see our tip sheet for How to Build a Dashboard for more information on Dashboards). How to Create a Data Step 1: Hover over the Reports tab, and click Data s. Step 2: The Data s screen displays all current visualization folders and visualizations, regardless of owner.

2 A Keyword search Use a full or partial keyword search for Title, Description, or Creator B Folder Store your visualizations in any folder for better organization C D Add a new folder Rename/Delete Create a new folder for your visualizations Rename or Delete a folder (you can only delete a folder if no visualizations exist in that folder) E F G Add new visualization Run Actions Click this link to launch the Wizard to build your visualization Run any visualization from the main Data s screen. You can choose from HTML, Excel, PDF, or Word formats. Where you can edit, delete, clone (copy), move a visualization to another folder, add to your personal bookmarks bar, and manage automatic subscriptions Step 3: Click Add new visualization to launch the wizard

For example, if you want to report on patient events, you will

3 The Wizard Step 1: Select a visualization category. This will correlate with the module that you would like to report on. For example, if you want to report on patient events, you will select the Events category from the dropdown. Step 2: Select a template, and click Create.

4 Tip: Still can t decide? Check out this handy reference guide: Definition of Terms: Event Volume = The count that will display based on your selected breakdown Answer = Answer(s) to a question on a form/audit Setting = Location/Unit/Department/Area in a facility Observation date = Date that the audit/incident occurred Organization = Facility Severity = Severity rating of the event Reporting Lag = The amount of calculated time it took for an event to occur to be reported in Converge o Calculation: Date/time of event Date/time event logged in Converge = Reporting Lag (hours) Non-Compliance = Non-compliant answers in audit tools How to Determine Which Template to Use: While each template shows your data in different ways, many contain the same keywords, but in a different order. For example: Event Volume by Answer and Observation Date vs. Event Volume by Observation Date and Answer Tip: The first keyword that is listed after Event Volume will act as the x-axis, and the second keyword will act as the y- axis. Template: Event Volume by Answer (xaxis) and Observation Date (y-axis) Template: Event Volume by Observation Date (x-axis) and Answer (y-axis)

Step 3: Select your parameters and filters A Entry Organization Select one or more organization B Entry Primary/Secondary Setting Select one or more settings C Entry Severity Select an entry severity

5 Step 3: Select your parameters and filters A Entry Organization Select one or more organization B Entry Primary/Secondary Setting Select one or more settings C Entry Severity Select an entry severity D Event Type Filter on one or more event types E F Question Group Question Possible Answer Select which form question to report on **Required field** Select which answers to report on (this pulls from what you selected Question Group Question). **Required field** G Filter Type Select to show Top 5 results, Bottom 5 results, or None (all results) H Visual Type Choose how you would like your visualization to display I View Report Click this button to refresh your visualization after applying new changes J Save Report Save your visualization for future use

6 Step 4: Click Save report, and fill in the rest of the fields to save. See follow-up tip sheet: How to Build a Dashboard

How to Build Question Reports

How to Build Question Reports Question Reports Question reports take your data and format it into a graph or a table so that you can identify and address issues and trends within your facility. These reports are not module specific,