Public Disclsure Authrized Public Disclsure Authrized Public Disclsure Authrized Public Disclsure Authrized Internatinal Cmparisn Prgram [07.01] ICP COUNTRY SOFTWARE (Husehld Cnsumptin Items) User Manual Versin 1.0 Glbal Office 2 nd Reginal Crdinatrs Meeting April 14-16, 2010 Washingtn, DC
Cntents 1. INTRODUCTION... 4 1.1 ABOUT THIS GUIDE... 4 1.2 SCOPE... 4 1.3 DEFINITIONS AND ACRONYMS... 4 2. SYSTEM REQUIREMENTS... 6 3. TECHNICAL ARCHITECTURE FOR ICP COUNTRY SOFTWARE... 7 4. SOFTWARE INSTALLATION... 9 5. HOUSEHOLD PRICE COLLECTION MODULE FEATURES... 12 5.1 DATA ENTRY APPLICATION... 13 5.1.1 Launch the Data Entry applicatin... 13 5.1.2 Setup Survey Setup/Imprt Data Initial Setup... 14 5.1.3 Exprt Survey Setup Data... 18 5.1.4 Add Lcatins and Outlets... 20 5.1.5 Mdify/Add Survey Setup Data... 20 5.1.6 Set Exchange Rate between Lcal Currency and Freign Currency... 20 5.1.7 Dwnlad Data Entry Template... 21 5.1.8 Imprt Observatins... 23 5.1.9 View Imprt Errrs... 26 5.1.10 Crrect Invalid Observatins... 27 5.1.11 Save Imprted Observatins... 28 5.1.12 Add New Observatins via screen... 29 5.1.13 Change n screen Data entry mde... 32 5.1.14 View existing Observatins... 32 5.1.15 Mdify Observatins via screen... 33 5.1.16 Filter Observatins... 33 5.1.17 Delete existing Observatins... 35 5.1.18 Exprt Existing Observatins in an Excel file... 37 5.1.19 Mdify existing bservatins using the exprted Excel file... 39 5.1.20 Change the Rejected status f an Observatin... 39 5.1.21 Change the rw highlighting clr f the rejected bservatins... 40 5.1.22 Change the rw highlighting clr f the invalid bservatins... 41 5.1.23 Change the Default Database... 42 5.1.24 Create an empty Database... 44 5.2 DATA VALIDATION AND AVERAGING APPLICATION... 46 5.2.1 Launch the Data Validatin and Averaging applicatin... 46 5.2.2 View Observatin Summary fr Prducts... 47 5.2.3 Filter Observatins Summary... 49 5.2.4 Validate and calculate Average Prices fr Prducts... 51 5.2.5 Set MinMax Price Rati Limit... 53 5.2.6 Set Cefficient f Variatin Limit... 54 5.2.7 View Observatin Details... 55 5.2.8 Set Deviatin Limit... 58 5.2.9 Set T Rati Limit... 59 5.2.10 Mdify Observatin Details... 59 5.2.11 Save Validated Observatins... 60 5.2.12 Reject Observatin... 60 5.2.13 Change the rw highlighting clr f the rejected bservatins... 61 Page 2 f 73
5.2.14 Change the rw highlighting clr f the invalid bservatins... 62 5.2.15 Change the Default Database... 63 5.2.16 Exprt Average Prices and Observatin Details... 65 6. COMMON CONTROL FEATURES... 69 6.1 GRID CONTROL... 69 6.1.1 Gruping Rws... 69 6.1.2 Srting Recrds... 69 6.1.3 Filtering Recrds... 70 6.1.4 Hiding Unused Clumns... 71 6.1.5 Selecting Multiple Rws... 71 6.2 TREE CONTROL... 71 6.2.1 Resizing Ndes and Clumns... 72 6.2.2 Cntrlling the Visibility f Clumns... 72 6.2.3 Rerdering Clumns and Ndes... 72 6.2.4 Srting... 73 Page 3 f 73
1. Intrductin The ICP Cuntry Sftware is a part f the Internatinal Cmparisn Prgram which includes a series f statistical surveys held wrldwide t cllect price data fr a sample f cmmnly bught gds and services. This dcument is mainly fcused twards the Husehld Price Cllectin mdule f the ICP Cuntry sftware. The ICP Husehld Price Cllectin mdule is divided int tw sub mdules: Data Entry Data Validatin and Averaging 1.1 Abut this Guide This guide acts as a reference manual fr the User and features the fllwing sectins: Installatin Feature Overview User Guide 1.2 Scpe The scpe f this dcument at present cvers nly installatin prcess and features f the Husehld Price Cllectin Mdule f the ICP Cuntry sftware. 1.3 Definitins and Acrnyms Fllwing are the definitins and abbreviatins used in this dcument: ICP Term Price qutatin Lcatin Types Descriptin Internatinal Cmparisn f Prices This is the price quted by a vendr fr a prduct item as specified in the ICP prduct list. The price qutatin is basically the cmplete database recrd that includes infrmatin n the prduct, the utlet (shp, where this prduct is priced, the type f that utlet cde) the mnthly price, the variety descriptin, the gegraphic area cde, the mnth the price was cllected, and all ther attributes such as rural/urban, dmestic/imprted, sale price/regular price, seasnal/nn-seasnal, etc. These are attributes that classify the demgraphy f the survey lcatin, fr example- Rural/Urban, High/Mid/Lw Incme etc. The list f attributes wuld be cnfigurable by the Regin fr their cuntries This is used t take multiple lgical Page 4 f 73
views n the same physical Lcatin hierarchy. The physical nature f the Lcatin hierarchy, which remains the same acrss all the lgical views, is preserved by the parent child relatinship. Weights UI UM / UOM PC HHC Basic Heading IHSN TlKit Outlet Types Preferred Quantity Preferred UOM This refers t the purchasing pwer infrmatin that is captured at the elementary prduct level. User Interface Unit f Measurent Price Cllectr Husehld Cnsumptin Items In principle, basic heading cnsists f a grup f similar well-defined prducts, frm which sample f prducts can be selected that are bth representative f their types and purchases in participating cuntries. In practice, a basic heading is defined as the lwest level f final expenditure in the GDP, fr which explicit expenditures can be estimated. Internatinal Husehld Survey Netwrk s (IHSN) sftware tls which prvide features fr string survey questinnaires, dcumentatin n the surveys as well as survey respnses (data). The IHSN Tlkit uses internatinal standards called Data Dcumentatin Initiative (DDI) fr dcumenting the data. Set f five r six chices that characterize an utlet where price bservatins are cllected. These can be: Department Stre, Market, Street Vendr etc. These types culd vary frm regin t regin. The quantity that is set as the standard quantity by which a prduct s cnverted price is t be measured. A prduct basket is defined in terms f the Prducts cmprising the list taken alng with their preferred measures and preferred quantities. The UM that is set as the standard measure by which a prduct s cnverted price is t be measured. A prduct basket is defined in terms f the Prducts cmprising the list taken alng with their preferred measures and preferred quantities. Page 5 f 73
Previus Perid Price This selectin means that the reference price in the cmpare prcess is arrived at using the perid prir t the selected perid fr fetching the reference set f bservatins. 2. System Requirements The Wrld Bank recmmends a standard set f hardware and sftware requirements that are cnducive fr ptimal installatin and functining f the PCM mdule: Sftware Requirements The best suitable sftware cnfiguratin is recmmended belw: Operating System: Windws XP r later Applicatin Sftware: Micrsft Excel 2003 and abve Others: Adbe acrbat 9.0 and abve Screen Reslutin: 1280x1024 Hardware Requirements The best suitable hardware cnfiguratin is recmmended belw: Fr Windws XP - Intel Pentium IV, 1 GB RAM Page 6 f 73
3. Technical Architecture fr ICP Cuntry Sftware Figure 1: Technical architecture (HHC) This architecture represents a standalne applicatin fr each mdule and all the mdules will be using the same SQLite database. Data Entry Mdule Master lists received frm the Regin will be upladed int this mdule and the upladed data will be stred int SQLite database Observatins will be entered / upladed int the data entry screen and bservatins will be stred int SQLite database. Already saved master data will be used here t perfrm the basic validatins in the screen like invalid prduct cde, etc, and als user can select the master list lkup t pick an item frm the list Observatins can be exprted int excel sheet and manually imprted int IHSN tl kit. Page 7 f 73
Data Validatin and Averaging Mdule Observatins entered/upladed thrugh the data entry mdule that are already stred in SQLite database will be used fr validatin and averaging bservatins This mdule will validate the bservatins and system will calculate & display averages in the screen Validated bservatins can be saved and the data will be stred in SQLite database The average calculated data can be exprted int excel in a predefined template Validated and averaged data can be exprted int excel sheets and thse are manually imprted int IHSN tlkit. SQLite Database Bth mdules share cmmn SQLite database which is being used t stre the data frm the data entry and data validatin & averaging mdules. IHSN Tlkit The exprted excel sheet frm data entry r data validatin & averaging mdule will be manually imprted int IHSN tlkit. IHSN tlkit internally stres the upladed metadata and micr data int its wn frmat and that data will be transferred int the Regin. Page 8 f 73
4. Sftware Installatin Please fllw the steps as mentined belw t install the Husehld Price Cllectin mdule f the ICP Cuntry sftware: 1. Uninstall previus versin f the sftware if it was installed. 2. T begin the installatin, click n the ICP 2011 HHC Mdules.exe which will launch the screen shwn belw. 3. Click n the Next buttn 4. Select the Flder/Directry where yu want t install this sftware by clicking n the Brwse and then click Next. Page 9 f 73
5. Leave the Create a desktp icn checkbx check t get the shrtcut f the sftware n yur desktp and then click Next. 6. Nw n the next screen Click Install. Page 10 f 73
7. On successful cmpletin f the installatin, it will display the screen as shwn belw. Click n Finish. Page 11 f 73
5. Husehld Price Cllectin Mdule Features The Husehld Price Cllectin Mdule (HHC) is a Desktp applicatin that is prvided t the cuntry ffices fr capturing and then validating and averaging the price data fr the Husehld cnsumptin items. The HHC Mdule cmprises f tw sub mdules, bth f which are independent Desktp applicatins and share the same database. Data Entry: T capturing the Price data fr the predefined prducts/items Data Validatin and Averaging: T Validate the data that is captured in the Data Entry Mdule and then generating the Average prices. This user manual describes fllwing usage scenaris fr bth Data Entry and Data Validatin & Averaging applicatin. Data Entry Applicatin Hw t launch the Data Entry applicatin Hw t Setup/Imprt Survey Setup Data Initial Setup Hw t Add Lcatins and Outlets Hw t Mdify/Add Survey Setup Data Hw t Exprt Survey Setup Data List Hw t Set Exchange Rate between Lcal Currency and Freign Currency Hw t Dwnlad Data Entry Template Hw t imprt Observatins Hw t view Imprt Errrs Hw t Crrect Invalid Observatins Hw t Save Imprted Observatins Hw t Add New Observatins via screen Hw t Change n screen Data entry mde Hw t Mdify Observatins via screen Hw t view existing Observatins Hw t filters Observatins Hw t View filters Hw t Delete existing Observatins Hw t Exprt Existing Observatins in an Excel file Hw t mdify Existing Observatins using the exprted Excel file Hw t Change the Rejected status f an Observatin Hw t Change the rw highlighting clr f the rejected bservatins Hw t Change the rw highlighting clr f the invalid bservatins Page 12 f 73
Hw t Change the Default Database Hw t Create an empty Database Data Validatin & averaging Applicatin Hw t launch the Data Validatin and Averaging applicatin Hw t View filters Hw t filters Observatins Hw t view Observatin Summary fr Prducts Hw t Set MinMax Price Rati Limit Hw t Set Variatin Cefficient Limit Hw t Validate and calculate Average Prices fr Prducts Hw t Set Deviatin Hw t Set T Rati Limit Hw t View Observatin Details Hw t mdify Observatin Details Hw t Save Validated Observatins Hw t Reject Observatin Hw t Change the rw highlighting clr f the rejected bservatins Hw t Change the rw highlighting clr f the invalid bservatins Hw t Change the Default Database Hw t Exprt Observatin Summary fr Prducts and Observatin Details 5.1 Data Entry Applicatin 5.1.1 Launch the Data Entry applicatin After the installatin The HHC Mdule n installatin creates a Shrtcut alng with an icn fr the Data Entry applicatin n the desktp. It als adds it under the Prgram Menu. User can click n the shrtcut r click n the Start Menu->Prgrams/All Prgrams (in Vista)->ICP 2011 HHC Mdules->HHC Data Entry. Page 13 f 73
Figure 5.1.1.1 Data Entry Shrtcut n the Desktp Figure 5.1.1.2 Data Entry Optin in the Start Menu 5.1.2 Setup Survey Setup/Imprt Data Initial Setup After Launching the Data Entry Applicatin first time, it is very imprtant t set up the Survey data withut which bth Data Entry as well Data Validatin and Averaging applicatin cannt be used. Each cuntry ffice will receive a master list in the frm f an Excel sheet which will cntain seven wrksheet each f which is described belw: 1. Cuntry Details: This is a read nly wrksheet, which will have fllwing details prefilled fr the Cuntry: Cuntry Cde: Three digit cde fr the cuntry Cuntry Name: Name f the Cuntry Descriptin : Additinal Details if any Page 14 f 73
Lcal Currency: Official Lcal currency(natinal currency) f the Cuntry Freign Currency: Secndary Currency that is being used in the cuntry, if there is any. 2. Prduct Mater: This is als a read-nly wrksheet, which will have list f all prducts fr which the cuntry is suppse t cllect the price data. 3. Lcatin Type: This wrksheet will be pre-filled with list f Lcatin types. Yu can mdify all the details f a lcatin type except the Lcatin Type Cde. Yu can als add a new Lcatin type in the first empty rw that is available at the end f this list. 4. Lcatin Type: This wrksheet will be pre-filled with list f Lcatin types. Yu can mdify all the details f a lcatin type except the Lcatin Type Cde. Yu can als add a new Lcatin type in the first empty rw that is available at the end f this list. 5. UM Master: This wrksheet will be pre-filled with list f Units f Measurement (UM). Yu can mdify all the details f a UM except the UM Cde. Yu can als add a new UM in the first empty rw that is available at the end f this list. 6. UM Cnversin Factrs: This wrksheet will be pre-filled with Cnversin factrs fr all available UMs. Yu can mdify all the details f a UM Cnversin factrs except the Surce and Target UM Cdes. Yu can als add new UM cnversin factrs fr newly added UM in the first empty rw that is available at the end f this list. 7. Lcatin Outlets: The master list sent by the Regin will nt have any entry fr the Lcatins and Outlets in this wrksheet which means this will be sent as a blank list with nly clumn headers. Yu will have t add details f all the Lcatins in yur cuntry alng with their crrespnding utlets in this Excel sheet. Once yu make all the crrectin/mdificatin in the Master list, save it. Nw t setup the Survey Data fllw the steps mentined belw: Launch the Data Entry applicatin and click n the Setup buttn that is available n the tp left crner f the screen. Befre the Survey Data Setup the screen will lk like as shwn belw. Nte: Yu will nly be able t imprt Survey Setup data at this pint f time and rest f the applicatin features will be disabled. Once yu cmplete the Survey Data Setup, all ther feature f the applicatin will be enabled. Page 15 f 73
Figure 5.1.2.1 Data Entry Survey Setup screen Click n the Imprt Master Data buttn in the Survey Setup screen. It will display a file selectin screen as shwn belw: Figure 4.1.2.2 Master Data Excel File Selectin Page 16 f 73
Select the Master List (Excel) file that is sent by the regin and mdified/saved by yu. Click Open. System will start the data setup prcess by first validating the data in all wrksheets and then imprting and saving it in t its wn database. While imprt is in prcess a wait dialg alng with a prgress bar will be displayed. Figure 4.1.2.3 Survey Setup Data Imprt prgress If there was n errr in the data, system will cmplete the imprt and display Imprt successful message as shwn belw and ppulate Cuntry detail e.g. Cuntry Name, Lcal Currency and Freign Currency( if there is any) etc n the Survey setup screen. Figure 4.1.2.4 Survey Setup Data Imprt Cmpleted In case the Excel file has invalid r incrrect data in e.g. Lcatin name is empty, UM Cde is empty, Same recrd added twice in a wrksheet,; the Data setup(imprt) will fail and display an errr as shwn belw: Figure 4.1.2.5 Survey Setup Data Imprt Errr Message It will als display a Hyperlink View Errr Details just abve the Imprt Master Data buttn. Clicking n this Hyperlink will pen an Excel file which will have details f all errrs in the Master List data alng with Wrk Sheet Name and Rw Number. Page 17 f 73
Figure 4.1.2.6 Survey Setup Data Imprt Errr Hyperlink Figure 4.1.2.7 Survey Setup Data Imprt Errr Hyperlink 5.1.3 Exprt Survey Setup Data The Survey Setup data can be exprted t an Excel file. The Exprted Excel file will have the same frmat as the Master Data file sent by the reginal ffice. Steps fr exprting the Survey Setup Data are mentined belw: Page 18 f 73
Click n the Exprt Master Data buttn that is available n the Survey Setup screen. Figure 4.1.3.1 Exprting Survey Setup Data Select the flder where yu want t save the exprted file, prvide the file name and click n Save. Figure 4.1.3.2 Survey Setup Data Exprt file name Data Exprt will start and system will display Wait Dialg alng with a prgress bar as shwn belw: Figure 4.1.3.3 Page 19 f 73
Survey Setup Data Exprt Prgress Once the Exprt is cmpleted, system will display Exprted Successfully message as shwn belw: Figure 4.1.3.4 Survey Setup Data Exprt Cmpleted 5.1.4 Add Lcatins and Outlets Prcess f adding lcatins and utlets during the initial setup is already described in Pint 7 f Sectin 4.1.2. After the initial setup if yu want t add new lcatins r utlets r bth then exprt the Survey Setup Data in an Excel file (steps mentined in sectin 4.1.3) and then add new Lcatin and utlet details in the Lcatin Outlets wrksheet f this Excel and save. Nw Imprt this excel file by fllwing the steps mentined in sectin 4.1.2. 5.1.5 Mdify/Add Survey Setup Data Prcess f adding r mdifying the Survey Setup Data ( Lcatin type, Outlet Type, UM and UM cnversin Factrs) during the initial setup is already described in Pint Sectin 4.1.2. But yu want t add/mdify Survey setup Data after the initial setup is dne, then fllw the steps as mentined belw: Exprt the Survey Setup Data in an Excel file (steps mentined in sectin 4.1.3), Add new Recrds at the end f the wrksheet r mdify the existing recrds Save the Excel file. Imprt this excel file by fllwing the steps mentined in sectin 4.1.2. 5.1.6 Set Exchange Rate between Lcal Currency and Freign Currency The Exchange Rate can be set nly when Freign Currency present fr a Cuntry. The Exchange Rate is nthing but the cnversin factr between the Lcal Currency and Freign Currency. Since the Exchange rate keeps n changing with time, yu can change it as and when required. Once yu set the value fr Exchange Rate, it will be used as the default Exchange rate fr all future Data entry (Observatins) fr which, Observed price is cllected in freign currency and Exchange is rate is nt prvided explicitly. T Set the Exchange Rate fllw the steps as mentined belw: Page 20 f 73
Navigate t the Survey Setup screen Enter the Exchange in the Exchange Rate field Click n the Apply buttn Figure 4.1.6.1 Set Exchange Rate System will display a message as shwn belw Figure 4.1.6.2 Set Exchange Rate Save Message 5.1.7 Dwnlad Data Entry Template The Data entry Template is nthing but a blank Excel sheet with nly clumn headers which are required fr capturing an Observatin. Clumns with a * sign in the clumn header represents Mandatry clumns and all ther clumns are ptinal. Fllw the steps as mentined belw t dwnlad the Data Entry Template file: Click n the Dwnlad Data entry Template hyperlink Page 21 f 73
Figure 4.1.7.1 Dwnlad Data Entry Template Select the dwnlad flder, prvide a file name and click n Save Figure 4.1.7.2 Save Data Entry Template File Page 22 f 73
Data Entry Template dwnlad will start and system will display a wait dialg message as shwn belw Figure 4.1.7.3 Dwnlad Data Entry Template File Wait Message Once the Template is dwnladed successfully, System will display message Exprted Successfully Figure 4.1.7.4 Dwnlad Data Entry Template File Cmpleted 5.1.8 Imprt Observatins The Data entry applicatin prvides three ways f entering a new Observatin. 1. Using the data entry Template which is described belw in this sectin 2. Using the Exprted Observatin sheet which is described in sectin 4.1.20 3. Thrugh main screen f the data entry applicatin which is described later in sectin 4.1.14 Fr bulk data entry, imprting the bservatin using the Data entry Template file is the fastest methd. Fllwing are the steps fr this methd: Dwnlad a Data entry Template file ( Refer Sectin 4.1.7) Open the Excel file and enter data in all mandatry clumns. Optinal clumns can be left empty if yu d nt want t enter data explicitly. If yu already have bservatins in mre than ne excel file then yu can either imprt each f thse files ne by ne r cpy all bservatins frm thse excel files int ne file (Data entry template) and then imprt them tgether. Please nte that imprting an Excel file with mre than 2000 recrds might take mre time (slw). Save the Excel file and clse it befre imprting. Click n the Imprt buttn that is prvided n the Main screen f the Data entry applicatin. System will shw a file selectin dialg bx. Page 23 f 73
Figure 4.1.8.1 Imprt Observatins using Data Entry Template Figure 4.1.8.2 Select Data Entry Template File fr Imprt Select the Data Entry Template file in which yu have entered the bservatins. Click Open. System will start the imprt prcess by first validating the data in the file and then imprting and saving it in t its wn database. While imprt is in prcess a wait dialg alng with a prgress bar will be displayed. Page 24 f 73
Figure 4.1.8.3 Observatin Data Imprt prgress If there was n errr in the data, system will cmplete the imprt and display Imprt successful message as shwn belw: Figure 4.1.8.4 Observatin Data Imprt Cmpleted Click n Save buttn t save all the imprted recrds t the database. In case the Excel file has invalid r incrrect data e.g. Invalid r empty prduct cde, Invalid freign Currency etc, Same recrd added twice in a wrksheet, System will display an errr as shwn belw: Figure 4.1.8.5 Observatin Data Imprt Errr Message It will als display a Hyperlink View Errr Details n the Tp f the main screen. Clicking n this Hyperlink will pen an Excel file which will have details f all errrs in the Master List data alng with Wrk Sheet Name and Rw Number. All the bservatins which were present in the Data entry template will be laded in the Data entry screen and invalid bservatins will be highlighted as shwn in the figure 4.1.8.6. Page 25 f 73
Figure 4.1.8.6 Observatin Data Imprt Errr Hyperlink Figure 4.1.8.7 Observatin Data Imprt Errr Lg All the bservatins which were present in the Data entry template will be laded in the Data entry screen and invalid bservatins will be highlighted as shwn in the figure 4.8.6. 5.1.9 View Imprt Errrs If imprting Survey Setup Data r Observatins fails, the system will display an errr message as shwn in sectin 4.1.2 and 4.1.8. T view the errr details yu can click n the view Errr Details hyperlink which will pen an Excel sheet which will have all the errr details which cause the imprt failure. Refer figure 4.1.8.6 and 4.1.8.7. Page 26 f 73
Imprt errrs fr bservatins can als be seen by mving the muse cursr ver the highlighted rws as shwn in the figure belw. The errr details will be shwn in the Tltip f the rw. Figure 4.1.9.1 Observatin Data Imprt Errr in Tltip 5.1.10 Crrect Invalid Observatins After the imprt r save invalid bservatins, system will shw errr and highlight all the invalid bservatins as shwn in the figure 4.1.8.7. Nw yu can crrect these invalid bservatins by fllwing either f the tw methds mentined belw: 1. Using Excel: View the Errr Details by clicking n the View Errr Details Hyperlink and then mdify the crrespnding Observatins in the Data entry Template excel file. Save the Excel file Imprt it again by fllwing the steps mentined in Sectin 4.1.8 Click n Save buttn that is available n the Tp left crner f the Main Data entry screen. 2. On screen Mdificatin: Yu can navigate t each rw which is highlighted, read errr details by either reading the tltip fr that rw r by clicking n the View Errr Details Hyperlink. Crrect the data in all highlighted rws. Click n Save buttn that is available n the Tp left crner f the Main Data entry screen Page 27 f 73
5.1.11 Save Imprted Observatins Once the Observatin Data imprt is cmpleted successfully, Click n Save buttn that is available n the Tp left crner f the Main Data entry screen. If there are sme duplicate recrds, system will display a cnfirmatin message as shwn belw: Clicking N will stp save. Figure 4.1.11.1 Saving with duplicate Observatins -Validating If yu click Yes r if there were n duplicate bservatins system will first validate the bservatins and display the wait message as shwn belw Figure 4.1.11.2 Saving Observatins -Validating It will start saving bservatins and display wait message as shwn belw Figure 4.1.11.3 Saving Observatin Data - Saving After the bservatins are saved, it will display a messages as shwn belw: If all bservatins were valid: Figure 4.1.11.4 Page 28 f 73
Saving Observatin Data Success Message If invalid recrds were als present at the time f saving, system will display the cunt f the recrds that has been saved successfully as shwn belw: Figure 4.1.11.5 Saving Observatin Data Errr Message 5.1.12 Add New Observatins via screen There are tw mdes in which the Data entry screen can display bservatins in the Observatins grid. 1. Data Entry Mde: Check the Data Entry Mde Checkbx. This mde shws nly the clumns which are useful fr entering a new Observatin detail. 2. Detailed View Mde: Uncheck the Data Entry Mde Checkbx. This mde prvides detailed infrmatin abut Observatins. Alng with the clumns that are displayed in Data entry Mde, it als displays clumns such as Prduct Name, Lcatin Name, Outlet Name, UM Name etc. Either f these tw mdes can be used fr adding a new bservatin via screen. In bth Mdes the first rw in the Observatins grid remains empty which can be used fr entering a new bservatin. Page 29 f 73
Figure 4.1.12.1 Empty rw in Data entry Mde Figure 4.1.12.2 Empty rw in Detailed View- Data Entry T add new bservatins fllw the steps as mentined belw: Navigate t the first rw (empty rw) in the Observatins grid. Navigate t each clumn by either using muse r Tab buttn. Enter data in all clumns e.g. bservatin date, prduct cde, lcatin cde etc All master data clumn such as Prduct Cde/Name, Lcatin Cde/Name, and Outlet Cde/Name etc shws a prefilled list f available cdes and names n muse click. Yu can either pick the cde frm these lists r enter it using the keybard. Page 30 f 73
Figure 4.1.12.3 Entering new Observatin - Data Entry Entering an invalid cde in these clumns displays an errr message and blanks ut that clumn. Fr example if yu enter an invalid Prduct cde and try t navigate t the next clumn by hitting the Tab buttn r muse, system will display a message as shwn belw alng with the cde entered by yu. Figure 4.1.12.4 Invalid Cde Message - Data Entry If yu want t enter mre than ne bservatin, then keep after cmpleting the data entry fr first bservatin hit tab n the last clumn. It will add the newly entered bservatin t the Observatins grid and add a new empty rw n the tp. Nw yu can add a new bservatin. Keep n repeating these steps until yu have added all the bservatins. Click n Save buttn that is available n the Tp left crner f the Main Data entry screen. Nw fllw steps as mentined in sectin 4.1.11. Page 31 f 73
5.1.13 Change n screen Data entry mde As mentined in sectin 4.1.12 there are tw mdes available fr the data entry in the Observatins grid, Data Entry Mde r Speed Mde and Detailed View mde. Yu can switch between these tw mdes by checking r un-checking the Data entry Mde Checkbx. Figure 4.1.13.1 Entering new Observatin - Data Entry 5.1.14 View existing Observatins Yu can view the existing bservatins by lading them in the Observatins grid. T lad the bservatins fllw the steps as mentined belw: On the data entry screen select apprpriate filter criteria such as Frm Date and T date bth are mandatry, then Prducts and file Names bth are ptinal. Click n the Get Data buttn It will display a wait message bx as shwn belw Figure 4.1.14.1 Lading Observatin Message Page 32 f 73
Grid will be laded with all bservatins that match the filter criteria. If there is n bservatin present in the database which matches with the filter criteria then a message will be displayed t the user as shwn belw: Figure 4.1.14.2 N matching Observatin Message 5.1.15 Mdify Observatins via screen Lad the existing bservatins which yu want t mdify by fllwing the steps mentined in sectin 4.1.12. Navigate t each f the bservatin which yu wish t mdify and make the necessary changes e.g. mdify utlet cde r Observed price etc. Click n Save buttn. Fllw the steps mentined in sectin 4.1.11. 5.1.16 Filter Observatins There are fur filter criteria available n the main screen f the Data Entry applicatin which can be used fr filtering the existing bservatins. Frm Date: Observatin Date f the bservatin shuld nt be befre this date. This is a mandatry filter criterin. T Date: Observatin Date f the bservatin shuld nt be after this date. This is a mandatry filter criterin. Prducts: This field shws a list f all available prducts in the frm f a tree. Yu can select ne r multiple r nne (All) prducts fr which yu want t lad/view the bservatins n the screen. If yu dn t select any prduct then these filter criteria will be ignred and bservatins fr all prducts will be laded. File Name: This field shws list f all file name t which yu have exprted bservatins previusly. Exprt is described in Sectin 4.1.18. If yu never exprted bservatins befre then it will display Nne in the list which means Empty file Name r bservatins which are nt yet exprted. Select Prducts frm the Prducts drpdwn tree (Optinal) Select Exprted File Name frm the File Name drp dwn ( Optinal) Select Frm Date and T date Page 33 f 73
Figure 4.1.16.1 Select Date - Filter Figure 4.1.16.2 Select Prducts Filter Page 34 f 73
Figure 4.1.16.3 Select File Name Filter Example: Suppse yu want t see all the bservatins available between tw specific dates, then select thse tw dates as Frm and t date and click n Get Data. Nw if yu want t dwnlad Observatins fr specific prducts then select thse prducts frm the Prducts drpdwn tree and Click n the Get Data buttn. 5.1.17 Delete existing Observatins Yu can delete single r multiple bservatins at a time thrugh the Observatins grid. Fllw the steps mentined belw t delete Observatins. Lad Observatins by fllwing the steps mentined in Sectin 4.1.14 r 4.1.16. Select the Observatin that yu want t delete by clicking n the rw header f the Grid. If yu want t delete multiple bservatins, hld the Shift key and ne by ne click n the rw header f all the bservatins that yu want t delete. Page 35 f 73
Figure 4.1.17.1 Select multiple bservatins- Delete Click n the Delete buttn that is available n the Data entry screen. Figure 4.1.17.2 Delete Observatins System will display a cnfirmatin message as shwn belw Page 36 f 73
Figure 4.1.17.3 Delete Observatins Cnfirmatin Message Clicking n Yes will delete all selected bservatins and Observatins Grid will be refreshed. Clicking n n will nt d anything and fcus will return t the Observatins grid. 5.1.18 Exprt Existing Observatins in an Excel file As described in sectin 4.1.12 and 4.1.13 the Data entry screen can shw data in tw frmats Data Entry mde and Detailed View Mde, similarly it als supprts dwnlading a Blank Template( Sectin 4.1.7) and dwnlading existing bservatins data in Detailed View mde. T Dwnlad Existing Observatins fllw the steps as mentined belw: On the data entry screen select apprpriate filter criteria such as Frm Date and T date bth are mandatry, then Prducts and file Names bth are ptinal. Click n the Exprt buttn Page 37 f 73
Figure 4.1.18.1 Exprting Observatin It will display a small screen (dialg bx), asking fr the file Name. Enter the desired file name which yu want t give t the Exprted Excel File and click Ok t cntinue r Cancel t g back t the data entry main screen. Figure 4.1.18.2 Exprt File Name - Exprting Observatin After Clicking Ok will, it will display File Save dialg bx which will display the frmatted file name (name prvided yu prefix with Cuntry Cde, HHC, RawPrices, frm date and T date). Here yu can als select the flder in which yu want t exprt this Excel file. Nw Click Save t exprt the file. Figure 4.1.18.3 Select Exprt file Directry Exprting Observatins Clicking n Save will start the exprt prcess and will display wait message as shwn belw Page 38 f 73
Figure 4.1.18.4 Wait Message Exprting Observatins On successful exprt it will display the message as shwn belw and Observatins will be dwnladed in the Excel file which will be dwnladed at the selected lcatin. Figure 4.1.18.5 Exprt Cmpleted Message Exprting Observatins 5.1.19 Mdify existing bservatins using the exprted Excel file In Sectin 4.1.18 we have seen hw t dwnlad existing bservatins in an excel file. This excel file can nw be used fr review and mdificatin f existing bservatin data as well as additin f new bservatins. New Observatins can be added in the first empty rw at the end f the Observatins list. It s nt required t prvide data in Name clumns i.e. Prduct Name, Lcatin Name, Outlet Name etc. Yu just need t prvide data in all mandatry clumns and then save the Excel file. Nw yu can imprt it t the system by fllwing the steps as mentined in sectin 4.1.9 and 4.1.11. 5.1.20 Change the Rejected status f an Observatin While validating existing bservatins using the Data Validatin and Averaging applicatin, any bservatin can be marked as Rejected by the user. The rejectin culd be based n certain rules/guidelines which will be fllwed by the user wh validates the Observatins. If an bservatin is rejected, the Data Entry screen will display Rejected in the Rejected clumn f the Observatins grid and will be highlighted with the clr set/selected in the Rejected Observatins clr selectin bx. The Rejected Clumn can be seen nly in the Detailed View Mde f the Observatins grid. T change the Rejected status bservatin fllw the steps as mentined belw: Navigate t the Rejected bservatin Click n the Rejected field A drp dwn will be shwn with tw ptins Rejected and empty. Select empty Repeat these steps fr all Rejected bservatins that yu want t change Click n Save Page 39 f 73
Figure 4.1.20.1 Change Rejected Status 5.1.21 Change the rw highlighting clr f the rejected bservatins The back clr f a rejected bservatin in the Observatins grid is custmizable. Yu can select any clr that is available in the Rejected Observatins clr bx as shwn in the screensht belw. As sn as yu select a new clr; all rejected bservatins will be highlighted with the selected clr. The applicatin persist this change. Page 40 f 73
Figure 4.1.21.1 Change Rejected Observatins clr 5.1.22 Change the rw highlighting clr f the invalid bservatins Similar t Rejected Observatins the back clr f Invalid bservatins in the Observatins grid is custmizable. Yu can select any clr that is available in the Invalid Observatins clr bx as shwn in the screensht belw. As sn as yu select a new clr; all invalid bservatins will be highlighted with the selected clr. The applicatin persist this change. Page 41 f 73
Figure 4.1.22.1 Change Invalid Observatins clr 5.1.23 Change the Default Database If yu have mre than ne database files (Husehld Price Cllectin sftware database file) available, yu can use any f thse file in the Data entry applicatin by changing its default database. T Change the database fllw the steps as mentined belw: Launch the Data entry Applicatin Navigate t the Survey Setup screen by clicking n the Setup buttn. Click n the buttn which is available next t the Change Database field Page 42 f 73
Figure 4.1.23.1 Change Default Database It will display a file Selectin dialg bx (screen) as shwn belw. Lcate the database file which yu want t use in the Data Entry applicatin and click n Open buttn Figure 4.1.23.2 Select Database file- Change Default Database The full path f the new database will be ppulated in the Change database text field. Nw click n Save t cnnect t this database. Page 43 f 73
Figure 4.1.23.3 Save change - Change Default Database It will display a message as shwn belw and Data entry applicatin will be refreshed with the data available in the newly selected database. Figure 4.1.23.4 Database changed Message - Change Default Database 5.1.24 Create an empty Database Using this feature yu can create an empty SQLite database, which will be similar t the database which cmes with the installatin f the Husehld Price Cllectin sftware. S after using the Husehld Cllectin sftware fr ne Cuntry, if yu want t use it fr anther cuntry yu dn t need t re-install it. Yu just need t create a new database and cnnect t it (Sectin 4.1.23). Nw yu can setup the Survey Data fr the new cuntry by fllwing the steps mentined in Sectin 4.1.2. T create an empty database fllw steps as mentined belw: Launch the Data entry Applicatin Page 44 f 73
Navigate t the Survey Setup screen by clicking n the Setup buttn. Click n the buttn which is available next t the Create New Database field Figure 4.1.24.1 Create Empty database It will display a file save dialg bx (screen) as shwn belw. Select the Flder where yu want t create the new database, prvide the Database File Name and Click n Save buttn. Figure 4.1.24.2 New Database file Name and Lcatin- Create Empty database Page 45 f 73
Clicking n Save will ppulate the New Database name alng with the flder path selected by yu, in the Create New Database text field. Figure 4.1.24.3 Create Empty database Clicking n Create buttn will create an Empty database at the selected lcatin and display the message as shwn belw. Figure 4.1.24.4 New Database Created Message- Create Empty database 5.2 Data Validatin and Averaging Applicatin 5.2.1 Launch the Data Validatin and Averaging applicatin After the installatin The HHC Mdule n installatin creates a Shrtcut alng with an icn fr the Data Validatin and Averaging applicatin n the desktp. It als adds it under the Prgram Menu. User can click n the shrtcut r click n the Start Menu- >Prgrams/All Prgrams (in Vista)->ICP 2011 HHC Mdules->HHC Data Validate And Average. Page 46 f 73
Figure 4.2.1.1 Data Validatin and Averaging Shrtcut n the Desktp Figure 4.2.1.2 Data Validatin and Averaging Optin in the Start Menu 5.2.2 View Observatin Summary fr Prducts Yu can view the existing bservatins Summary fr all prducts by lading them in the Prducts grid. T lad the Observatin summary fllw the steps as mentined belw: On the Main screen f applicatin, select apprpriate filter criteria such as Frm Date, T date and Averaging Methd. All three are mandatry filters and all ther are mandatry. Click n the Get Data buttn Page 47 f 73
Figure 4.2.2.1 Lad Observatin Summary fr Prducts It will display a wait message bx as shwn belw Figure 4.2.2.2 Lading data Message Grid will be laded with all bservatins that match the filter criteria. Refer the screensht belw. Page 48 f 73
Figure 4.2.2.3 Observatin Summary fr Prducts In the screensht abve yu can see that the Observatins Summary all prducts (as per filter) is laded in the Tree frmat. Initially this tree will be laded nly with Prduct Cdes, Names and number f Observatins available fr each prduct. Clicking n Validate/Average buttn will calculate and lad ther detail which is described in the sectin 4.2.4. 5.2.3 Filter Observatins Summary There are ten filter criteria available in the Data Validatin and Averaging applicatin which can be used fr filtering the existing bservatins and summary. Frm Date: Observatin Date f the bservatin shuld nt be befre this date. This is a mandatry filter criterin. T Date: Observatin Date f the bservatin shuld nt be after this date. This is a mandatry filter criterin. Averaging Methd: Methd t be used fr calculating Average price fr prducts. Prducts: This field shws a list f all available prducts in the frm f a tree. Yu can select ne r multiple r nne (All) prducts fr which yu want t lad/view the bservatins summary Page 49 f 73
n the screen. If yu dn t select any prduct then this filter criterin will be ignred and bservatins summary fr all prducts will be laded. Lcatins: This field shws a list f all available Lcatins in the frm f a drp dwn list. Yu can select ne r multiple r nne (All) Lcatins fr which yu want t lad/view the bservatins summary n the screen. If yu dn t select any lcatin then this filter criterin will be ignred and bservatins summary fr all lcatins will be laded. Outlets: This field shws a list f all available Outlets in the frm f a drp dwn list. Yu can select ne r multiple r nne (All) Outlets fr which yu want t lad/view the bservatins summary n the screen. If yu dn t select any Outlet then this filter criterin will be ignred and bservatins summary fr all Outlets will be laded. File Name: This field shws list f all file name t which yu have exprted bservatins previusly. Exprt is described in Sectin 4.18. If yu never exprted bservatins befre then it will display Nne in the list which means Empty file Name r bservatins which are nt yet exprted. Lcatin Type: This field shws a list f all available Lcatin Type in the frm f a drp dwn list. Yu can select ne r multiple r nne (All) Lcatin Type fr which yu want t lad/view the bservatins summary n the screen. If yu dn t select any lcatin type then this filter criterin will be ignred and bservatins summary fr all lcatin types will be laded. Outlet Type: This field shws a list f all available Outlet Type in the frm f a drp dwn list. Yu can select ne r multiple r nne (All) Outlet Type fr which yu want t lad/view the bservatins summary n the screen. If yu dn t select any Outlet Type then this filter criterin will be ignred and bservatins summary fr all Outlet Types will be laded. Select Prducts frm the Prducts drpdwn tree (Optinal) Select Exprted File Name frm the File Name drp dwn ( Optinal) Select Frm Date and T date Include Validated Observatins: There is an Include Validate Observatins checkbx available n the screen. Checking this bx and clicking Get Data will include already validated bservatins while calculating the average prices fr each prduct that is laded in the grid. Please refer the screensht belw fr all filter criteria n this screen: Page 50 f 73
Figure 4.2.3.1 Filter Observatin Summary 5.2.4 Validate and calculate Average Prices fr Prducts Once yu have laded the Observatin Summary fr prducts by fllwing steps as mentined in sectin 4.2.2 r 4.2.3 yu can click n the Validate/ Average buttn. Page 51 f 73
Figure 4.2.4.1 Validate and Average Observatins The system will calculate MinMax Price rati, Average Price and Var. Cefficient fr all prducts fr which there exists at least ne Observatin. While calculating these values, system will display wait message as shwn belw Figure 4.2.4.2 Wait Message- Validate and Average Observatins After calculating all the abve mentined values, it will ppulate them fr all listed prducts as shwn belw. Page 52 f 73
Figure 4.2.4.3 Validate and Average Observatins 5.2.5 Set MinMax Price Rati Limit T set MinMax price rati Limit, change the value prvided in the MinMax Price Rati Limit field. If the MinMax price rati fr a prduct is less than this value then its MinMax price rati cell will be highlighted with the clr shwn in the Clr selectin bx that is available next t the MinMax Price Rati Limit text field. Each time yu mdify this value, yu need t click n the Validate/Average buttn t refresh the highlighting. Frmula fr Calculating MinMax Price Rati: MinMax Price Rati= (Min Price (Cnverted Price) / Max Price (Cnverted Price)) Page 53 f 73
Figure 4.2.5.1 Set MinMax Price Rati Limit 5.2.6 Set Cefficient f Variatin Limit T set Variatin Cefficient Limit, change the value prvided in the Var. Cefficient Limit field. If the Var. Cefficient fr a prduct is mre than this value, then its Var. Cefficient cell will be highlighted with the clr shwn in the Clr selectin bx that is available next t the Var. Cefficient text field. Each time yu mdify this value, yu need t click n the Validate/Average buttn t refresh the highlighting. Frmula fr Calculating Cefficient f Variatin: CV= ((STDEV(Cnverted Price) / AVG(Cnverted Price)) * 100) Page 54 f 73
Figure 4.2.6.1 Set Variatin Cefficient Limit 5.2.7 View Observatin Details The bservatin details are shwn in the Observatins/Qutatin tab f the data grid which shws the Observatin summary fr prducts. User can select mre than ne prduct at a time and view its details. T view Observatin Details fr prducts, fllw the steps mentined belw: Lad the Observatin Summary fr prducts by fllwing steps as mentined in sectin 4.2.2 r 4.2.3 r 4.2.4. Select the prduct fr which yu want t see the bservatins details frm the Observatin Summary as shwn in the figure belw Page 55 f 73
Figure 4.2.7.1 Select Prducts fr Observatin Details Click n the Observatins/Qutatins Tab as shwn in the figure belw Figure 4.2.7.2 Navigate t Observatin Details The Observatin Details will be displayed in a grid as shwn belw. Page 56 f 73
Figure 4.2.7.3 View Observatin Details Deviatin and T Rati fr an bservatin will be highlighted with different clr if they are nt valid as per the values set in the Deviatin Limit and T Rati fields as shwn in the figure belw. The clr fr highlighting these invalid values will be used as per the clr shwn next t the Deviatin Limit and T Rati Limit text fields. Page 57 f 73
Figure 4.2.7.4 Invalid Deviatin Limit and T Rati Limit 5.2.8 Set Deviatin Limit T set Deviatin Limit, change the value prvided in the Deviatin Limit field. If the Deviatin fr an bservatin is invalid then its Deviatin cell will be highlighted with the clr shwn in the Clr selectin bx that is available next t the Deviatin Limit text field. Refer figure 4.2.7.4 fr details. Each time yu mdify this value, yu need t click n the Validate/Average buttn t refresh the highlighting. The rule fr deciding invalid Deviatin is If Deviatin fr an Observatin is less than (1- Deviatin Limit set in the Deviatin Limit ) If Deviatin fr an Observatin is greater than (1 + Deviatin Limit) Frmula fr calculating Deviatin Deviatin= ((Cnverted Price - Average Price) / Average price *100) Page 58 f 73
5.2.9 Set T Rati Limit T set T Rati Limit, change the value prvided in the T Rati Limit field. If the T Rati fr an bservatin is invalid then its T Raticell will be highlighted with the clr shwn in the Clr selectin bx that is available next t the T Rati Limit text field. Refer figure 4.2.7.4 fr details. Each time yu mdify this value, yu need t click n the Validate/Average buttn t refresh the highlighting. The rule fr deciding invalid T Rati is If T Ratifr an Observatin is greater than T Rati Limit (Set in the T Rati Limit field) Frmula fr calculating T Rati T Rati = ((Cnverted Price - Average Price) / Std. Deviatin) 5.2.10 Mdify Observatin Details The Data Validatin and Averaging Mdule allw mdifying nly fllwing values fr an bservatin: Observed Quantity Observed Price Observed UM Rejected status Cmments T mdify Observatins, fllw the steps as mentined belw: Lad the Observatins by fllwing the steps mentined in sectin 4.2.7. Navigate t any bservatin and mdify values in any f the 5 fields mentined abve. Page 59 f 73
Click n Save buttn Figure 4.2.10.1 Mdifying an Observatin Figure 4.2.10.1 Save Observatin 5.2.11 Save Validated Observatins Yu can Validate and mdify bservatins by fllwing the steps mentined in sectin 4.2.10. After that clicking n the Save buttn will mark all selected bservatin (shwn in the Observatin/Qutatin grid) as validated. If the Include Validated Observatins was nt checked the bservatin list will be cleared ut (shws blank bservatin grid). Next time when yu lad the Observatin summary fr prducts, these validated bservatin will nt be shwn unless yu check the Include Validated Observatins checkbx. 5.2.12 Reject Observatin While validating existing bservatins using the Data Validatin and Averaging applicatin, any bservatin can be marked as Rejected by the user. The rejectin culd be based n certain rules/guidelines which will be fllwed by the user wh validates the Observatins. If an bservatin is already rejected, the Observatin/Qutatin grid will display Rejected in the Rejected clumn and will be highlighted with the clr set/selected in the Rejected Observatins clr selectin bx. T reject bservatin fllw the steps as mentined belw: Lad the Observatins by fllwing the steps mentined in sectin 4.2.7. Navigate t the bservatin yu want t reject Click n the Rejected field Page 60 f 73
A drp dwn will be shwn with tw ptins Rejected and empty. Select Rejected Repeat these steps fr all bservatins that yu want t Reject Click n Save Yu can als change the status f rejected Observatin by selecting empty ptin available in the drp dwn shwn in the Rejected drp dwn. After making this change click n Save. Figure 4.2.10.1 Reject Observatin 5.2.13 Change the rw highlighting clr f the rejected bservatins The back clr f a rejected bservatin in the Observatins grid is custmizable. Yu can select any clr that is available in the Rejected Observatins clr bx as shwn in the screensht belw. As sn as yu select a new clr; all rejected bservatins will be highlighted with the selected clr. The applicatin persist this change. Page 61 f 73
Figure 4.2.13.1 Change Rejected Observatins clr 5.2.14 Change the rw highlighting clr f the invalid bservatins Similar t Rejected Observatins the back clr f Invalid bservatins in the Observatins grid is custmizable. Yu can select any clr that is available in the Invalid Observatins clr bx as shwn in the screensht belw. As sn as yu select a new clr; all invalid bservatins will be highlighted with the selected clr. The applicatin persist this change. Page 62 f 73
Figure 4.1.14.1 Change Invalid Observatins clr 5.2.15 Change the Default Database If yu have mre than ne database files (Husehld Price Cllectin sftware database file) available, yu can use any f thse file in the Data entry applicatin by changing its default database. T Change the database fllw the steps as mentined belw: Launch the Data Validatin and Averaging Applicatin On the Main screen check the Change Database Checkbx as shwn belw. It will Display a text filed and a buttn next t it. The text field will shw the full path f the database that is being used by the applicatin. Page 63 f 73
Figure 4.2.15.1 Change Default Database- Data Validatin and Averaging applicatin Click n the buttn which is available next t the Change Database field as shwn in the screensht 4.2.15.1. It will display a file Selectin dialg bx (screen) as shwn belw. Lcate the database file which yu want t use in the Data Entry applicatin and click n Open buttn Figure 4.2.15.2 Select Database file- Change Default Database Page 64 f 73
The full path f the new database will be ppulated in the Change database text field. Nw click n Save t cnnect t this database. Figure 4.2.15.3 Save change - Change Default Database It will display a message as shwn belw and Data applicatin will be refreshed with the data available in the newly selected database. Figure 4.2.15.4 Database changed Message - Change Default Database 5.2.16 Exprt Average Prices and Observatin Details The Data Validatin and Averaging applicatin facilitate t dwnlad either Average prices nly r Observatin Details r bth in an Excel file. Fllw the steps mentined belw t exprt Page 65 f 73
On the Data Validatin and Averaging screen select apprpriate filter criteria such as Frm Date, T date and Averaging methd; all three are mandatry, then ptinal filters like Prducts, Lcatins and Outlets etc. Click n the Exprt buttn. Figure 4.2.16.1 Exprt Average Prices and Observatins System will display a small screen as shwn belw with varius Exprt ptins. If yu want t exprt nly average prices fr prducts then select Averages Only, fr exprting Observatin details nly select Detailed Observatins Only r in case yu want t exprt bth in a single Excel file then select Bth. Page 66 f 73
Figure 4.2.16.1 Exprt Average Prices and Observatins - Optins Select frequency such as Yearly, Half Yearly, Quarterly r Mnthly frm the drp dwn shwn in the figure 4.2.16.1 Select Time Perid. If yu select Yearly frequency yu can enter the year in the Time Perid e.g. 2009, 2008 etc. If yu select Half Yearly then the Time Perid drp dwn will display H1 and H2. If yu select Quarterly frequency then the Time Perid drp will display Q1, Q2,Q3 and Q4 representing each quarter f the year. If yu select Mnthly frequency the Time perid drp dwn will display all twelve mnth f the year ut f which yu can select any ne mnth. In the File Name text field prvide name which yu want t give t the Exprted Excel file. Click OK t prceed with the Exprt r Cancel t return t the main screen withut exprting data. Clicking OK will display the file save dialg bx as shwn the figure belw. The file name prvided by yu in the previus screen will be pre-fixed with Cuntry Cde, HHC, AveragePrices r RawPrices (based n the selectin in previus screen), Yearly r half Yearly r Quarterly r Mnthly (based n the selectin in previus screen), Selected Time perid i.e. H1, H2 r Q1 Q2 etc, then year entered by yu. Page 67 f 73
Figure 4.2.16.2 Exprt Average Prices and Observatins Save Clicking n Save will start the exprt prcess and display the wait message as shwn belw Figure 4.2.16.3 Exprt Average Prices and Observatins Wait message On successful cmpletin f Exprt it will display message as shwn belw and Observatins will be dwnladed in the Excel file which will be dwnladed at the selected lcatin. Figure 4.2.16.4 Exprt Average Prices and Observatins cmpleted Page 68 f 73
6. Cmmn cntrl features This sectin describes imprtant features f sme f the UI cntrls that has been used in the ICP Cuntry sftware. 6.1 Grid Cntrl This cntrl has been used in bth Data entry and Data Validatin and Averaging mdules fr displaying the bservatins. 6.1.1 Gruping Rws Enables yu t grup data against ne r mre clumns. If yu grup data by a clumn, recrds with identical clumn values are arranged int crrespnding data grups. The grup rw can be expanded t access the underlying data rws. An end-user can grup data by a particular clumn by dragging its header frm the clumn header panel r the custmizatin frm nt the grup panel. T ungrup the data, remve the clumn header frm the grup panel by dragging it. Yu can als change the rder f the gruping clumns using drag and drp. It's als pssible t grup data by a clumn by selecting the "Grup By This Field" ptin frm the clumn header cntext menu. T ungrup data, use the "Un-Grup" ptin frm the same menu r "Clear Gruping" frm the grup panel cntext menu. Recrds are always srted against the gruping clumns. If yu grup data against a clumn which isn't srted, the grid cntrl will autmatically apply srting in ascending rder t the clumn. Subsequently, if yu remve the clumn frm the grup panel its srt settings will be cleared. 6.1.2 Srting Recrds This feature prvides the ability t srt data against ne r multiple clumns. When srting is applied t a view, rws are re-arranged t meet the current srt settings. Page 69 f 73
T srt data against a Grid View's clumn r t change the clumn's srt rder, an end-user can click its clumn header. The clumn's current srt rder is indicated by the srt glyph (a small arrw displayed at the clumn header's right edge). If the data is srted in ascending rder, the srt glyph represents an up-arrw. When srting in descending rder, the srt glyph is displayed as a dwn-arrw. If the clumn isn't srted, the srt glyph is hidden. In the fllwing image, data is srted against the Cuntry clumn in ascending rder and against the City clumn in descending rder. 6.1.3 Filtering Recrds Filtering allws yu t display a subset f recrds frm a data surce. When filtering is applied t a Grid View, nly thse recrds that meet the current filter criteria are displayed. Yu can filter data against a single r multiple clumns. In a Grid View, an end-user can apply, change r remve filtering via a clumn's Filter Buttn. Clicking it invkes a filter drpdwn list which by default cntains the predefined ((All), (Custm), (Blanks) and (Nn Blanks)) values alng with the values f items. At the tp f the list the mst recently used filter cnditins are displayed. The fllwing image shws the filter drpdwn list invked fr a clumn in a Grid View: It's als pssible t add custm filter items t the filter drpdwn list which can be used t apply any filter criteria t the data when they are selected. After a filter has been applied t the current View the filter panel appears by default at the bttm f the View. Page 70 f 73
The filter panel displays a string which represents the current filter criteria and cntains buttns t disable/enable and clear the filter and invke the Filter Editr. It als prvides access t the mst recently used filter criteria applied t the View. 6.1.4 Hiding Unused Clumns The custmizatin frm prvides facilities fr adding and remving clumns frm a View at runtime by using drag & drp. Dragging the clumn by its header and drpping it within the custmizatin frm client area hides the clumn frm the current View. The clumn reappears when the header is dragged frm the custmizatin frm t the View's client area. Banded Views supprt the same peratins with bands. See the tpic fr details. The Custmizatin Frm can be pened by: Selecting Clumn Chser frm the header panel cntext menu. T hide a specific clumn/band, an end-user can d ne f the fllwing: Drag a clumn/band header nt the Custmizatin Frm. Drag a clumn/band header away frm the Clumn Header Panel, even if the Custmizatin Frm is nt visible Right-click a clumn header, and select Remve This Clumn frm the Clumn Header Cntext Menu. After clumns/bands have been hidden, they can be restred by pening the Custmizatin Frm and dragging them frm the Custmizatin frm nt the Clumn Header Panel. 6.1.5 Selecting Multiple Rws Fr selecting multiple rws at a time, d ne f fllwing: 1. Click n the rw header and hld CTRL buttn and click n the next rw yu want t select 2. Click n the rw header and hld Shift buttn and click n the next rw yu want t select 6.2 Tree Cntrl This cntrl has been used in sme f the ppup in bth applicatins and Qutatin/Observatin summary list in the Data Validatin and Averaging mdule. Page 71 f 73