Reports Pivot Tables and Graphs - LogicalOutcomes/DHIS2-FAQ GitHub Wiki

Task:

  • Create, customize and save Pivot Tables and Graphs in DHIS2. Pivot Tables and Graphs allow you to extract details from collected data and present them visually to display relationships. You can compare data between raw numbers (Data Elements) and indicators, and customize or export your reports.

Notes:

  • Click Here to see a walkthrough video from the Online Curriculum that is related to this task.
  • Pivot tables and graphs can display either raw data values (of data elements), or indicator values.
  • The following instructions work for creating both Pivot Tables or graphs in DHIS2
  • A report requires three things: (1) Data (2) Period (3) Org Unit

Instructions:

To start, select your desired Reporting app. These instructions apply for Event Report, Event Visualizer, Pivot Table and Data Visualizer.

Step 1. Fill out the Data window:

a. Select the desired Indicators, Data Elements, Reporting Rates, Event data items and/or Program indicators from the first dropdown menu. b. Select by Groups, Levels or Organization Units from the second dropdown menu to help narrow down options. Data Element Groups are groups of related Data Elements designed by system administrators to make it easier to filter out Data Elements you don’t need to build your report.

c. Double-click anything you want to report on to list them on the right column or click on the single forward arrow button. To move the entire list, select the double arrow.

Step 2. Fill out the Periods window:

You can select fixed and/or relative periods. Fixed periods are set periods that repeat at a certain frequency (such as weekly or monthly) and relative periods encompass an amount of time (such as the last six months). a. Select fixed periods by selecting the reporting scale (daily, weekly, monthly, etc.) from the top drop- down and then double-clicking the desired periods b. Select relative periods by checking the boxes at the bottom of the window You may choose a combination of periods (for example, 2016 and the last 12 months.

Step 3. Fill out the Organisation units window: Example:

NOTE: You can select multiple OrgUnits with 'Shift+click' or 'Ctrl+click'

Step 4. Click 'Update' to create your report:

Step 5. Change the Layout: Click “Layout’, located above the graph/chart. Drag and drop the selected dimensions (i.e data values such as data set, periods, organisation units) to the desired section. Only one dimension can be in each section. a. You are able to reorganize the Report Filter, Column Filter and Row Dimensions in order to visualize the data in various ways, depending on your presentational needs. b. For Data Visualizer, you are able to reorganize the Series, Category and Filter:

Series: A series is a set of continuous, related elements (e.g. periods or data elements) which you want to visualize in order to emphasize trends or relations in its data. Categories: A category is a set of elements (e.g. indicators or organisation units) for which you want to compare its data. Filter: Since most charts are two-dimensional, a filter must be used on the third dimension in order to use only a single element for the chart to become meaningful.

Step 6. Click 'Favorites' to access saved reports, or save a new report. (Note that if you are making changes to an existing report, you must save it here in order to override the old version.)

a. Save your report: Click 'Favorites' and select 'Save'. Enter a desired name and description (optional) of your new chart and click 'Save'.

b. Access saved reports: Click 'Favorites' and select 'Open'. Begin typing to search and select your desired report

Note: From this list, you are also able to rename, share or delete reports by clicking on their respective icons.

Learn how to add a report onto your Dashboard by visiting the Reports - Dashboards page.