Q2 PEPFAR Panorama Dashboard Tutorial. May 2018

Transcription

1 Q2 PEPFAR Panorama Dashboard Tutorial May 2018

2 How to Access To login visit the PEPFAR Panorama Portal website and enter your login credentials. All User Accounts will have Global Access giving them access to data from all OUs People seeking a PEPFAR Panorama account that were not included in the initial account distribution may use the Request New Account link at the top of the PEPFAR Panorama login page. Note: PEPFAR Implementing Partners will not be granted access to the PEPFAR Panorama tool. If you have forgotten your login credentials (User ID or Password), users can click the Forgot User ID or Password? link below to retrieve them by entering their address. o An will be sent to reset your password For help and questions, please visit Panorama Support

3 Home Page 1. Once logged in, users will be taken to the Home Page where they can use the Operating Unit selector to select their desired PEPFAR Country/region or All PEPFAR OU s view. 2. Navigation Bar has moved to the left side where you can access all your PEPFAR resources from. 3. Access all your PEPFAR applications from within the PEPFAR Panorama Portal including Analytic Workspaces, DATIM, Genie, and Data.pepfar.net 4. Access all your dashboards in one place with a convenient search bar 5. Access all your support resources in the Knowledge Center 6. The home page will display the selected OU with metrics on six indicators (HTS_TST, HTS_TST_POS, TX_NEW, TX_NET_NEW, TX_CURR, VMMC_CIRC, PMTCT_ART) and a customized map visualization. 7. Users can find the date of the most recent DATIM data pull at the top right corner. 8. Users can refer to the info bubble in the top right corner to reference MER indicator info 9. Users can download datasets from a link in the top right-hand corner. 10. Users can change or reset their passwords from a link in the top right corner. The preferred internet browser is Google Chrome. For Q2, TX_NET_NEW has been added Use the new navigation bar to access all your PEPFAR Data Systems related links in one convenient portal Create a customized map with the selected indicator

4 Applications You can now conveniently access all of your PEPFAR applications and tools from the PEPFAR Panorama Dashboard Portal including: o Analytic Workspaces o DATIM o GENIE o Data.Pepfar.Net Dashboards The new dashboard view displays all of the Panorama dashboards in one place. Search: Users can now search by keywords to find the dashboards that pertain to them. Category Filter: Allows users to filter the dashboards shown by a certain dashboard category, Favorites, Recently viewed, and Most Popular. Favorites: Users can now save their favorite dashboards for easy access to the views they use most. Info: Users can now click the info bubble on each dashboard icon to view a brief description. This makes it easier to determine if the dashboard is showing you the information your looking for Use the search bar to find any dashboard by name or keyword Favorite your most used dashboards for easy access Click on the info bubble for a brief heads up description of each dashboard

5 Knowledge Training: Access training materials, FAQs, and guidance documents related to PEPFAR Data Systems including: o DATIM Support o Panorama Support o PEPFAR SharePoint What s New: Access the quarterly Panorama Guide Note: This site is currently in development. Please check back soon for further updates Connect Follow Us: Stay connected with PEPFAR Contact Us: Submit a request for a User Account, questions about Panorama functionality, feature requests, data inquiries, report a bug, etc. to our Panorama support team.

6 OU Level Results The dashboard serves as a high level snapshot of the OUs performance (Quarterly or Cumulative) of specific indicators results to targets. Please reference the MER 2.0 Indicator Quick Reference Guide and Reporting Requirements document for the list of indicators and bundles applicable to each quarter. Users now have the ability to view linked narratives for indicators filtered on OU and IM Click on Indicator to view narratives filtered by Linked narrative will open in a new tab making it easier to reference SNU Level Analysis The dashboard displays OU indicator performance from a Sub National Unit (SNU) geographic perspective. Users can select one or many data attributes from all of the selectors and click Apply without having each selection cause the dashboard to refresh. The grid/snu Prioritization button changes the view of the dashboard from Grid to SNU Prioritization view with a table of SNU Prioritization Aggregations and a bar chart. The default view is Grid and both views can be adjusted by selecting different indicators in the indicator selector. A metrics filter allows you to filter results displayed in tables to only focus on certain time periods Select here for SNU Prioritization Aggregation Table

7 Treatment Continuum and Net New Visuals fiscal year, Support Type, SNU 1-3, planning prioritization as well as agency, Partner, Mech ID and name. The Treatment Continuum and Net New Visual displays data for HTS_TST, HTS_TST_POS, TX_NEW, and TX_CURR from an OU or SNU geographic perspective. By selecting the "Disaggregate" view, a user can view data disaggregated by age and sex for each indicator. The age/sex disaggregate data can be viewed for either Fine MER 2.0, Fine MER 1.0, or Coarse age bands. To assist a user in this selection, a completeness chart is provided. For MER 2.0 indicators along the clinical continuum, including HTS_TST, HTS_TST_POS, TX_NEW and TX_CURR, all coarse age/sex results are calculated by summing the Most Complete Age/sex Disaggs (MCAD). For HTS, this calculation is done for each modality. To learn more about the MCAD logic used in Panorama, please refer to Key Pop Disaggregates have been added to the Treatment Continuum The "TX_NET_NEW" tab at the top-right of the screen shows the TX_CURR and TX_NET_NEW indicators in a graph format. For more info on how TX_NET_NEW is a calculated, reference Special Calculations section of the Info Bubble in top right-hand corner. The de-duplicated visual (found under OU & SNU Analysis ) can be filtered by fiscal year, Support Type, SNU 1-3, and planning prioritization. The Non-deduplicated visual (found under Partner & Mechanism Analysis )

8 Testing Visuals (Modality) The Testing Visuals dashboard replicates some of the functionality of the current CHIPS tool The HTS Positivity and Yield Visuals provide three new views of analyzing HTS_TST data: Testing by Service Modality, Positives and Yield by Modality, and a Trend Analysis. The Testing by Service Modality visual shows the total number of individuals tested by each modality in FY 2015, 2016, and A Modality refers to the means by which an individual accessed an HIV test. Note that in FY 2017, several modalities were newly added as reportable, and others were removed from the list. The Positives and Yield by Modality visual shows the total number of individuals tested positive and tested negative within each modality in any given fiscal year. In addition, it shows the Yield (the number of positives divided by the total number tested negative + positive) compared to the total number of positive and negative tests. The Trend Analysis visual shows the quarterly trend over time of the total number of individuals tested by the geographical prioritization level. This allows a user to analyze how testing numbers compare over time between sub-national units that have been prioritized differently. The Testing Age Pyramid displays a chart that shows Female and Male HTS and yield data and was formerly available on the Treatment Continuum dashboard. The Testing Volume dashboard allows users to view Testing data by Fine Age Bands The Sex Breakdown by Modality dashboard allows users to view testing data by Sex and Modality The % of Finer Age Bands dashboard allows users to view Testing data breakdown by % of fine age bands The % of Sex in Modalities dashboard allows users to view Testing data breakdown by % sex in modalities The % of Modalities to Testing dashboard allows users to view Testing data breakdown by modality The de-duplicated visual (found under OU & SNU Analysis ) can be filtered by fiscal year, PSNU, Modality, and planning prioritization. The Non-deduplicated visual (found under Partner & Mechanism Analysis ) can be filtered by fiscal year, PSNU, Modality, planning prioritization, agency, Partner, Mech ID and name. Select different views to see Testing data breakdowns by Age, Sex, modality, etc.

9 Coverage Indicator Results OU and SNU Level Coverage Results have been combined into one dashboard The dashboard displays Numerators, Denominators, and % values for any coverage indicator reported for cumulative FY15, FY16, FY17 Totals as well as FY18 Q1 and Q2 from the OU and Sub-National Unit (SNU) geographic perspective. By selecting filters on the left toolbar, a user may filter and view the data at the SNU 1 through 6 levels, view data for the DREAMS SNUs only or filter results by the Prioritization SNU (PSNU) level. OU and SNU Coverage Indicator Results are now shown on the same dashboard

10 TB/HIV: Screening Visual The TB/HIV screening visual shows the number of ART patients screened for TB in the center bar of the graph. This value should be as close as possible to TX_CURR, which is populated above the visual. The bars to the right of the center bar show the subsequent number of a) patients who screened positive for TB, b) had a specimen sent and c) started on TB therapy. NB: it is difficult to set an accurate "target" for the number of patients who should be expected to screen positive for TB, however the number of patients who have a specimen sent for testing should be as close as possible to the number with symptoms. Additionally, the number who are diagnosed with TB will NOT be 100% of those with a positive symptom screen (and may exceed the number who have a specimen sent in some settings), but will be tracked to better inform future programming. The bars to the left of the center bar show that for the ART patients who were screened for TB, a) the number who screened negative for TB, b) started on TB preventive therapy, and c) completed TB preventive therapy. The goal is for all PLHIV to initiate and complete TB preventive therapy at least once, including those who are either ruled out for having active TB, or who have completed TB treatment, according to national guidelines. The de-duplicated visual (found under OU & SNU Analysis ) can be filtered by support type, SNUs 1-3 and SNU prioritization. The Non-deduplicated visual (found under Partner & Mechanism Analysis ) can be filtered by support type, SNUs 1-3, SNU prioritization, agency, partner, mechanism ID and mechanism name. Additional filters are available on the Non- Deduplicated visual A Non-Deduplicated visual can be found under the Partner and Mechanism Analysis tab

11 OVC Visuals The OVC visuals contains 3 different visuals. This Participation Status visual displays the number (first four bars) and proportion (far right stacked bar) of OVC_SERV by participation status, including active, exited without graduation, graduated, and transferred. Above the visual, users can find additional data: total numerator for OVC_SERV (the sum of the four participation status types); the total target for OVC_SERV; and the percent achievement showing the reporting period results divided by the FY target. Note that FY17 targets were not set for specific participation status categories. o This visual helps users to easily identify the results for the OVC_SERV indicator's participation status disaggregates, to VISUALIZE the distribution of the OVC portfolio across the four participation status types, and to compare OVC_SERV total results against targets for the most recent REPORTING period. The Results by Age/Sex visual displays OVC_SERV results by age and/or sex disaggregates. The top pyramid visual displays the proportion of each finer age band ten and over that is male (blue) or female (orange). Data for under age ten is not collected by sex. The "Finer Age Bands" chart on the bottom left shows the number of OVC_SERV by finer age band, without disaggregation by sex to include under ten. The "Coarse Age Bands" chart on the bottom right provides OVC_SERV data by ages <18 and 18+, and includes the FY17 target to help users assess achievement against targets. FY17 OVC_SERV targets were set only for coarse age bands, <18 and 18+. o This visual helps users to easily identify the results for the OVC_SERV indicator's age and sex disaggregates, to get a snapshot of the distribution of the OVC portfolio across the finer age bands, and to compare OVC_SERV coarse age results against targets for the most recent REPORTING period. For Q2, OVC visuals have been updated

12 The OVC_HIVSTAT visual displays the new OVC_HIVSTAT indicator and it s disaggregates. Chart A on the far left shows the proportion of OVC under age 18 whose HIV status was reported to the implementing partner (IP) (in blue-- OVC_HIVSTAT total numerator), or whose HIV status was not reported to the implementing partner (missing data in red); note that the denominator for this figure is OVC_SERV total numerator (the sum of the participation status disaggregates). Chart B in the middle shows the HIV status was reported to the IP by the three primary disaggregates for OVC_HIVSTAT: HIV positive, HIV negative, and no status reported to the IP. Note that the "no status reported to the IP" group is included in reporting under OVC_HIVSTAT where the "missing data" group in Chart A is the difference between the OVC_SERV total numerator and OVC_HIVSTAT numerator. Charts C and D further disaggregate the results for the "no status" and "HIV positive" categories under Chart B. Among those with no status reported to the IP, Chart C identifies the proportion where a risk screening tool was used to identify where a test was not indicated and the proportion where there may be other reasons that their status was unknown; there may be data missing such that these two categories do not sum up to equal the "no status" category in Chart B. Among those who were reported HIV positive to the IP, Chart D shows the proportion who were receiving or not receiving ART; there may be missing data where the two categories do not sum to equal HIV positive in Chart B. The de-duplicated visual (found under OU & SNU Analysis ) can be filtered by support type, SNUs 1-3 and Planning prioritization and DREAMS The Non-deduplicated visual (found under Partner & Mechanism Analysis ) can be filtered by support type, SNUs 1-3, planning prioritization, agency, partner, mechanism ID and mechanism name. Note: FY17 targets have temporarily been removed from the OVC visuals

13 PMTCT Cascade Visuals The PMTCT Cascade dashboards contains 2 visuals. The PMTCT Cascade view shows PMTCT quarterly results; and cumulative result values compared to target. There are 3 sub cascades: Uptake of Maternal HIV Testing, Maternal/Infant Clinical Cascade, and HIV+ Infant Proxy Linkage to Treatment The PMTCT program Coverage view shows PMTCT and EID coverage. This table shows values by PSNU and coverage calculations with conditional formatting to highlight outliers and other % calculations.

14 VMMC Visuals This dashboard displays PEPFAR s Voluntary Medical Male Circumcisions data Currently, PEPFAR only supports VMMC procedures in 14 Eastern and South African countries o For many countries in which PEPFAR does not support VMMCs, you may see empty tables The OU, SNU, and IM Analysis view shows the # of circumcisions and % achievement, Quarterly trends in # of circumcisions and Targets vs. Cumulative Results and Targets The Priority Age Bands view displays # of circumcisions by priority age bands, proportion of circumcisions by priority age bands, quarterly trends # and proportion of circumcisions by priority age bands The Testing Status view shows the # of circumcisions by testing status, proportion of circumcisions by testing status and the quarterly trend in proportion of circumcisions by testing status. The Technique view shows the # of circumcisions by technique. The Follow Up view shows the # of circumcisions by Follow Up status. For Q4, Technique and Follow Up Status disagg view have been added.

15 Mechanism Analysis The All Mechanism Analysis Dashboard - Displays OU indicator performance from an Implementing Mechanism (IM) perspective. The Mechanism by SNU Dashboard - Displays an Implementer and Geographic hybrid perspective (IM & SNU) of the Indicator data. Users can select one or many data attributes from all of the selectors and click Apply without having each selection cause the dashboard to refresh. A filter allows you to filter results in tables/ graphs to a more granular level including by metrics, agency, partner, Mech ID and name Different Mechanism Views: All Mechanism and Mech by SNU Analysis Multi-select filters

16 Partner Performance Partner Performance Dashboard Displays Highest Targets, Highest and Lowest % achievement of indicator target by implementing partner as well as IMs sorted by the highest Cum total as % of OU The Indicator Selector feature has been modified to only select a single indicator at a time. The Highest Targets tab sorts IMs on Cum. Target as % of OU Target to provide more complete picture of certain Partner s performance Highest and Lowest % Achievement by implementing partner defaults to include performance regardless of agency; however, users can filter for highest and lowest % achievement within agency. o Highest % Achievement list will only show IMs that achieve greater than 15% of target o Lowest % Achievement list will only show IMs that achieve less than 15% of target Users can now also filter results by Agency and PSNU Prioritization Mechanism and OU Results to Target pie graphs have also been added to each Partner Performance view For Q2, the PSNU Performance visual has been included as a tab within the Partner Performance dashboard. The visual displays indicator performance, by partner, at the periodization planning (PSNU level). For any selected indicator, partner results and targets are displayed vertically across multiple geographic subunits. The size of the bubble corresponds to the size of the targets for the indicator, at each PSNU. A horizontal bar shows the total OU performance for each partner. This display allows users to quickly identify geographic areas with lower achievements, by partner, that may be veiled when viewing OU level results and targets by implementing partner. Mechanism and OU Results to Target graphs

17 Mechanism by SNU Coverage Indicators Results The Mechanism by SNU Coverage Indicators Results tab displays Numerators, Denominators, and % values for any coverage indicator reported in Q4 FY15 and FY16, as well as Q1 FY17 at the SNU geographic level with the option to filter the results by Mechanism. By selecting filters on the left toolbar, a user may view the data at the SNU 1 through 6 level, the DREAMS SNU level or at the Priority SNU (PSNU) level. Because the page can show values for each Mechanism individually, the values are not de-duplicated.

18 GEND_GBV Visuals Displays OU and SNU-level achievement of GEND_GBV and GEND_GBV_PEP results against targets for FY17, including GEND_GBV disaggregations for age, sex, and violence type. Filter views including by Sex and Violence Type to tailor your graphs Retention Analysis Displays treatment retention data over time at the site level. Tracks % retention rates from , compared to the number of patients currently on treatment in each time period. This visual also includes retention cohort calculations using the prior reporting period's TX_NEW data. This visual is available at the site level. Filter data including by Total Numerator or by Age/Sex.

19 Viral Load This dashboard displays data related to achievement of the second 90, including initiating HIV positive patients on treatment, and displays potential barriers to achieving second 90 goals. This visual is filterable for Fine Age/Sex as well as Most Complete Coarse Age/Sex. This visual includes links to related visuals, including Treatment Continuum & Net New Visuals, Testing Visuals, and Retention Visuals.

20 Map Viewer The Map Viewer is an interactive map that allows you to view OU data down to the facility level. You can click the map filters SNU or Facility to expand the view on the left to manipulate their respective filter options. You can click Details to expand the view on the right to view indicator data for the SNU or facility selected on the Map You can zoom by clicking a region on the map or by using the + and - icons at the bottom right. Clicking the Refresh button in the middle will zoom map out to full view so that you can view the entire OU If a district appears white on the map, this is because we have no data to display for the selected region. You can use the search box in the SNU and Facility Map Filters so that you can locate a specific place on the map quickly SNU level selector will default to the PSNU level for each OU, but users can move the SNU level selector to the left or the right to view indicator results and targets on the map for other SNU levels, based on the map data currently available in ArcGIS. Users can now view SIMS assessment data within the Map Viewer by ticking the Sims Analysis under Analytical set in the SNU filter Using the Base Layer filter will allow you to adjust the base layer of the map including OpenStreetMap The Map Viewer has also been updated to display FY17 Targets for the selected areas on the map and indicators SNU, Facility and the new Base Layer filter. SIMS assessment data has been added to Map Viewer Click to expand view on each side of map viewer

21 Age & Sex Disaggregate Tables Age & Disaggregates OU and SNU Level Dashboard have been combined and displays Indicator Age & Sex Disaggregates from an OU and SNU perspective. Users can toggle between views to see Values not Disaggregated or Disaggregated by Age Under the Disaggregated by Age view, users can toggle between Fine MER 2.0, Fine MER 1.0, Most Complete Coarse and Coarse age bands on the Age view Users can select Sex from a drop-down menu on the Age view For MER 2.0 indicators along the clinical continuum, including HTS_TST, HTS_TST_POS, TX_NEW and TX_CURR, all coarse age/sex results are calculated by summing the Most Complete Age/sex Disaggs (Most Complete Coarse). For HTS, this calculation is done for each modality. To learn more about the Most Complete Coarse logic used in Panorama, please refer to Most Complete Coarse has been added to the Age view. For indicators HTS_TST, HTS_TST_POS, TX_CURR, TX_NEW and TX_NET_NEW only <15 or 15+ age bands are populated with data that is either pulled from the sum of the "fine" age/sex disaggs or the data that was directly entered into the "coarse" disaggs. At the Site/IM level, a selection is made to use either "fine," "coarse," or "fine + coarse," depending on which is most complete compared to the total entered numerator. For all other indicators, this tab displays the data that was entered directly into DATIM data entry or data import at the coarse level. Coarse has been added to the Age view. This tab displays the data that was entered directly into the <15 or 15+ age bands in DATIM data entry or data import. It only contains data for TX_CURR, TX_NEW, TX_NET_NEW, HTS_TST and HTS_TST_POS. A Values Not Disaggregated view has been added

22 Additional Disaggregates The Additional Disaggregates tab provides a user with all disaggregated data for indicators that cannot be found on any other dashboard in Panorama. Age/Sex disaggregated data may be found on the "Age/Sex Disaggregates" tab, and specific programmatic disaggregates may be found on visual tabs including Treatment Continuum, Testing Visuals, TB/HIV Screening, and OVC Visuals. All other disaggregates are listed on this tab. The tab shows indicators broken down into program area (or ). Within each of these areas, the user may further filter to show only one or two indicators at a time, using the "Select Filters" dropdown menu. The page defaults to a MER 2.0 view. This means that the disaggregates listed are the disaggregates available in MER 2.0. To view disaggregates that were reported in MER 1.0, select the "MER 1.0" radio button. Disaggregates will only be listed if there is a non-null value target or result for the selected disaggregate in the Operating Unit. This "Select Filters" dropdown menu provides the ability for the user to drill down to SNU level 3, distinguish between DSD and TA, and show a flag for Prioritization and DREAMS SNUs.

23 Q2 Completeness Review Serves as a data quality and completeness check of the OU s indicators. When there isn t any data available for a specific indicator in the dashboard, the following message will appear No data returned for this view. This might be because the applied filter excludes all data. Dropdown menus to select indicator/ indicator bundles Indicators are separated by row OU & IM Narratives OU and IM Narratives dashboard provides a tabular view of the narrative data entered by Partners at the Implementing Mechanism level and the Operating Unit level. Indicators are divided into program areas, with the default as "Knowing HIV Status." Select different indicator bundles to see indicators in different program areas. Additional filters may be applied to the table to refine and narrow the selections. Choose the "Select Filters" dropdown to filter by Fiscal Year and Quarter, and to see or filter by a list of reporting mechanisms for each OU. The table may be exported for analysis as needed.

24 Site Summary Site Summary Dashboard Displays count of all sites reporting any indicator data for selected indicator by time period and SNU level. The Filter by Org Level Reporting identifies the designated Military, Community, and Facility levels for a particular OU, and the values in the table reflect the count of sites entered at that SNU level. The Filter by PSNU Prioritization can be used to further filter the counts, limiting to the sites that are both within the PSNU selected, and the subnational unit level designated using the Filter by Org Level Reporting pull down. The Target column displays the count of sites reporting any target data for selected indicator. Table 2 generates unique site count across all indicators included in Table 1 by time period. To refresh Table 2, select the Update Table Results button on the top left. Functionality has been added to allow users to click on a result (or target) in Table 1 and a new tab opens up with a report of those details. Click to open Site Drilldown view with List of Sites

25 Site Level Yield This dashboard provides a view of the number of individuals tested and found positive for each site, shown as a percentage of the number of individuals tested. The table includes the percentage of OU positives identified at the site, and cumulative number of OU positives. The graph shows a view of both the cumulative HTS_TST Positive Yield for each Operating Unit (OU) as well as the number of positive tests found per site. The graph defaults to show the above for HTS_TST positives, and a user may also view the positives found for PMTCT. A filter has been added to select the Reporting Period you would like to view New Reporting Period selector Tiered Support Analysis The Tiered Support Analysis page provides a user with the number of Implementing Mechanisms and the number of sites in each category of tiered support. The categories of tiered support include 1, 2, 3, or 4+ site visits. The user can also view a table that shows treatment data for the sites that received 4+ visits in Q4. The treatment data displayed focuses on Q4 FY16 results for TX_CURR, TX_RET Numerator, and TX_RET Percentage. This data can be viewed at the PSNU level, the Funding Agency level, or the Implementing Mechanism level. This will only show FY16 Q4 results for historical purposes

26 SIMS Implementation Analysis The SIMS Implementation Analysis dashboard has been added to allow SIMS data review within the Panorama Tool The CEE Scores view allows the user to view CEE Scores Scaled to Total # of CEEs, Scaled to 100% and Above Below Standard. Users can filter by Tool Type, Set, CEE, Indicator, Assessment Type, most recent scores and more. Users can click on desired part of graph to drilldown to see additional info on CEE The Implementation Analysis view displays SIMS assessment totals and subtotals by visit and assessment type for each quarter and cumulatively for SIMS in an adjustable table This view allows users to monitor the implementation of SIMS requirements for SIMS. Graphs view shows the # of SIMS assessments reported by Tool & Type, # of SIMS assessments reported by IM and Type, 25/50 Rule: Of all initial and comprehensive Follow-up assessments reported and 25/50 Rule distribution by IM. All SIMS graphs and grids are able to be exported For Q2, an indicator filter has been added so that you can filter by CEE bundle Click on CEE graphs to drill down and view more information about CEE Export all SIMS Implementation Analysis graphs

27 Site Performance Implementation Analysis This dashboard displays Top and Bottom Funding Agency Performers for each selected indicator down to the site/ facility level. Performance is measured by Highest and lowest achievement percentage of indicator targets. View performance down to the Facility level Laboratory-PTCQI This dashboard displays the LAB_PTCQI indicator by Lab Program and Quality Status disaggregate Views can be filtered by Laboratory or POCT

28 Exporting You can export a dashboards results by selecting the Export Results link in the upper right-hand corner of certain dashboards. Once Export Results is selected, a new tab will load and automatically download the data into an Excel spreadsheet. You can export results for a specific table within a dashboard to either PDF or Excel by selecting the drop-down arrow next to the Export Table link at the top right of each table Select here to Export dashboard results Select here to Export Table results to PDF or Excel Downloaded file will appear in bottom-left corner of new tab

29 The Excel export may display the data in the report as text which you ll need to change to numbers to do analysis. How to change excel cells from text to numbers: o Select the top cell with values. o Use Ctrl + A to select all the cells with values. o Keeping the cells highlighted, select the! sign button on the top cell with values, a drop down will appear. o Select the Convert to Number option and the data will now change from text to number automatically. o You can now do your analysis. The Excel export may display the data in the report as text which you ll need to change to numbers to do analysis.

30 Advanced Sorting Users have the ability to filter by multiple parameters has been added Hover over any sortable column on a Table (Indicated by the a small dropdown arrow) and right-click Select the Advanced Sort option From here you can select the parameters you would like to sort the Table by, including the order of these filters and whether each of them are sorted by Ascending/Descending order This could be used for example if a user would like to identify which Partner achieved the highest cumulative testing results for FY16, and of the highest cumulative results, which had the greatest number of results come from the last quarter of testing only. The double-sort functionality will allow the user to see if the partners with the highest results were also the ones who tested the most individual s right at the end of the fiscal year, or whether those partners who achieved the highest results consistently achieved throughout the year. Hover over a column and click drop-down arrow, then select Advanced sort