Essex Insight Introduction to Essex Insight Training Guide Source: Research and Analysis Unit v4

By the end of this training session you should be able to … navigate Essex Insight & have an awareness of its key features; register for advanced user access; use the advanced search feature; locate a resource; locate a dataset & select data; create a table, chart, map from the data; create a report from the information gathered;

Navigating Essex Insight 1.‘Themes & Projects’ - Dataset & Resources by themes & projects including JSNA 2.‘Explore Data’ - Tools for browsing datasets & resources – creation tables, charts & maps 3.‘Search’ 4.‘News’ - Announcements 5.‘Contact’ or 6.Comprehensive ‘Help’ section 7.‘Register’ & ‘login’

Registration Homepage  Select ‘Register’ 1 2 In the ‘For Partners’ section Select ‘Register for an account’ Register  For advanced users ‘Register for an account’

Complete the form and submit it by selecting the ‘Register’ button 3 4 An will be sent to your address. Click on the link in the to validate your address. Advanced user access will be given and an sent to you in confirmation. 5 If Data Custodian / Admin access is required. Data Custodian training must have been completed and an requesting access sent to: If there are any problems please 6 Complete form  Select ‘Register’

Search 2.Click on the Search Options to refine the search 1.‘Search’ – accessed from the home page. Type a search term into the search box. Enter or select ‘Search’ Search (or use search box)

1.All resources will be displayed. Select the hyperlinks within the ‘Filter Resources’ section to filter the resources by theme, category, resource type and by tags associated with the data. 2.Once filters are selected they will be displayed within the ‘Current Query’ section at the top of the page. Select ‘x’ to remove filters. 3.Resources can be selected from the list. Locate a resource 1 2 Select ‘Explore Data’  ‘Browse all available resources’. 3 A resource is a; Word document, PDF, PowerPoint, Excel spreadsheet, chart or map, html webpage, interactive map Explore Data  Browse all available resources

1.The resource can then be opened 2.Metadata is shown including author, publisher and date published. 3.Related resources are shown 4.Links to relevant tags and themes are displayed Select resource

Locate a dataset & finding data 123 Data can be accessed in a number of ways from the home page: 1.‘Explore Data’  ‘Browse all available data’; 2.‘Search’  select ‘datasets’ to filter 3.‘Themes & Projects’ - which will filter data to return only items relevant to that theme. Explore Data  Browse all available data

The Data Browser lists all of the datasets within the system 1.To view any of this data expand the required category and dataset by selecting ‘+’ and 2.Select “select data” to filter your results by geography, or view “all data” 1a 2 Select a dataset Expand categories & dataset 1b

Select the geographies & indicators The Options screen 1.Expand & select the geographic areas via the tick boxes 2.Expand & select the indicators (also called dimensions) 3.Select ‘Select to view data for this selection’ Select areas & indicators

View the resulting table of data 1.The required time period can be selected from the drop-down menu 2.The data can be compared with a different time period (if available) 3.Data for the current time period can be exported in various formats 1 2a 2b 3 The Data tab shows the data for all geographies selected in tabular form Data Tab

The Info tab show the metadata for the dataset 1.The metadata includes what the dataset is, what the source is and when it was uploaded 2.There is also information about the custodian that uploaded the data, including a contact / phone number 3.Further information may be available from a website link direct to the source of the information View the metadata Info Tab

Export data into an Excel Spreadsheet The Export tab allows the data to be exported in various formats 1.Select the time period and variables you want to export (ctrl + select). 2.Select the format that you want to export the information to. 1 2 Export Tab

1. The Chart tab allows you to create basic graphs 2. Select the type of chart required e.g. Time series 3. Select the variable, time period and geography to be charted 4. Generate the chart 5. The chart can be saved as a JPEG for inserting into reports, etc. 6. The finished graph is displayed Create a chart 1 23 Type: Indicator series Type: time series Chart Tab 45 6

1.The Map tab allows you to map your data 2.Select the type of map that you require. 3.Select the indicator and time period that you want to map. 4.Decide whether you want a background map. 5.Generate your map. 6.Once the map is generated changes can be made via the “Change map options” button 7.To save the map (for instance, to use in a report) select “Save As JPEG” Create a map Map Tab

Creating a report (resource) - Example Example: 1.Open a MS Word document 2.Tables can be copied & pasted into the document and reformatted 3.Charts and maps inserted as a picture a.Toolbar  Insert  picture  from file. Browse to chart or map 4.Include reference / source information Create a resource The information gathered can be used within documents and presentations to create a report¹ ¹Check publishing guidelines before doing so

Glossary of terms Publishing - sharing any data or information to anyone by any method e.g. electronically, verbally or hard copy etc Dataset – table of data with geographic area, measures and values from which tables, charts and maps can be created. Resource – document, report, map, data object e.g. table, external web link, html web page Basket – a collection of related queries, maps, tables and charts. Partnership level data – secured to a level only accessible by members of the Partnership and not public. Information not to be re-published to the public. Author: the person who has created the resource. Source: The organisation who owns the dataset or resource e.g. ONS, NOMIS or a report created by ECC Data Owner: the person that owns the data - this may not be the same as the person who has access to the data or uploads the data. Data Custodian or Administrator: the person who has uploaded the dataset / resource

Finding Essex Unitary Areas (UAs) Essex (ECC Area) 12 districts Essex incl. UAs Unitary Areas Positioned within “County” Positioned within “Region”

Contact Details ‘Contact’ link on the Essex Insight home page Please include a phone number and address so you can be contacted. Thanks Feedback welcomed