Module 5: Data Cleaning and Building Reports ELMO Coordinator training

Welcome to ELMO Training for Data Cleaning and Management Contents ELMO Dashboard Reviewing & Cleaning Responses The Search Feature  Creating Three Kinds of Reports: Standard Form Report List Report Tally Report Exporting Data from Reports

ELMO Dashboard Before we begin… This part was covered in Module 1. If you pass the pop quiz with the score above 4/5, you may skip this part and continue from the slide 20, Reviewing & Cleaning Reponses.

Pop Quiz! Among the following features, which one is not the one comprising the ELMO dashboard? Latest Responses Summary of Activity Response Locations User Information Dashboard Reports 4. User information

Pop Quiz! You can access the dashboard from any location in ELMO by selecting the . What is this? ELMO logo

Pop Quiz! Latest Responses section allows you to view incoming responses in real-time. True or False? True

Pop Quiz! Summary of Activity section allows you to review the contents of any location’s response by selecting a point on the map. True or False? False

Pop Quiz! The Dashboard Reports feature allows to review reports alongside other Dashboard features. Reports are updated in real-time as data is submitted by observers. Ture or False? True

Don’t worry if you got some of the questions wrong Don’t worry if you got some of the questions wrong! You can review about ELMO dashboard from the following slides. Give students time to study the chart and answer any questions they may have.

REAL-TIME ANALYSIS DEMO: THE ELMO DASHBOARD After this slide, instructor will show ELMO site to trainees

The ELMO Dashboard The Dashboard serves as the “home” view of the ELMO interface Access the Dashboard from any location in ELMO by selecting the ELMO logo

The ELMO Dashboard The Dashboard is comprised of four features Latest Responses Summary of Activity Response Locations Dashboard Reports

The ELMO Dashboard Latest Responses This section allows you to view incoming responses in real-time Clicking on any row’s data will take you to view all the answers for that submission of the form

The ELMO Dashboard Summary of Activity Summary displays the number of responses submitted in the past week, in total, and which have not been reviewed Top Forms will indicate which forms have the most associated responses Low Activity will indicate which observers have submitted relatively few responses This is a convenient quick view of people who might need a little extra help! Only observers are represented.

The ELMO Dashboard Response Locations This feature will map the locations of responses based on answers to Location type questions A icon is displayed for each form submission with valid coordinates

The ELMO Dashboard Response Locations Zoom in and out or move the map center by using the controls on the right side of the map feature

The ELMO Dashboard Response Locations Select a point on the map to see its relevant form information. Response #, Form, User/Team, and Submission Time Review the contents of any location’s response by selecting a point on the map and then clicking View Response

The ELMO Dashboard Dashboard Reports The Dashboard Reports feature allows to review reports alongside other Dashboard features Reports are updated in real-time as data is submitted by observers Tip: You can build reports in advance of collecting any data, and watch them change dynamically!

The ELMO Dashboard Dashboard Reports Quickly navigate between previously created reports by selecting Choose a Report and then selecting one from the dropdown menu

Questions? Before we continue, Pause here to ask if anyone has any questions

Reviewing & Cleaning Responses There are two ways to review a response: From the Dashboard (for recently submitted responses) From the Responses menu (for all responses)

Reviewing & Cleaning Responses Review a response from the Dashboard (recent responses) Select the response from Latest Responses Select a response by clicking on its row, not the links for form or user (which will take you there). For example, click around either the Submission Time or the status for Reviewed?

Reviewing & Cleaning Responses Review a response from the Dashboard (recent responses) Next, select Edit this Response This will make all answer fields in the response editable

Reviewing & Cleaning Responses Review a response from the Responses menu (for all responses) Click Responses to view the list of responses submitted by observers Then select the icon on the response row to edit

Reviewing & Cleaning Responses Under Edit Response Change or clean any erroneous answers as appropriate Learning how to identify irregularities or errors may require some communication and agreement among the observer team

Reviewing & Cleaning Responses Once the review is complete, leave the name of reviewer and date in the Reviewer Notes if applicable, mark the box next to Reviewed? and save it OR Select Save and Mark as Reviewed

Questions? Before we continue, Pause here to ask if anyone has any questions

The search feature When searching for data, operators and qualifiers can be useful tools for locating specific information within Responses, Questions, Users and SMS views

The search feature Example Operators AND operator: default operator, Matches when both of its arguments match OR operator | : Marches when any of its two arguments match NOT operator != : Matches when the first argument matches, but second does not* Example voters ballots stations : voters AND ballots AND stations voters | ballots | stations : voters OR ballots OR stations voters ballots != stations : voters AND ballots NOT stations

The search feature: NOT operator When using the NOT operator, != will be used most of the time. However, when searching for text or long text responses in the Responses tab, the symbol - can be used as well. ‘!= ballot boxes’ means NOT ballot boxes, but ‘- ballot boxes’ means NOT ballot AND boxes (so, results that have boxes but not ballots)

The search feature Operators Grouping operator (): denotes the argument boundaries Phrase operator “ ”: matches when argument keywords match an exact phrase Example (voters | ballots) stations : first, search for all the results with ‘voters OR ballots’, then search within those matches ‘AND stations’ “voters ballots stations” : search for any results where ‘voters’, ‘ballots’, and ‘stations’ all appear in that order and appear right next to each other.

The search feature Qualifiers Menu Qualifiers Responses form, submitter, submit-date, reviewed, source, text Questions code, title, type, tag Users name, login, email, phone, group SMS content, type, username, name, number, date, datetime

The search feature Need more help or reminders? The Search Help feature provides information on the qualifiers, operators, and combinations that can be used to search for specific information within the current area.

Questions? Before we continue, Pause here to ask if anyone has any questions

Creating Reports You may want to see a summary of all responses to a form: State that this is different from slide 3 because slide 3 focuses on specific questions on the form, while this is all questions on the form.

Creating Reports You may want to see a list of submissions:

Creating Reports You may want to see how many times something was reported:

Creating Reports Select the Reports menu

Creating Reports Select Create New Report

Creating Reports Hint: click Show Examples to see examples for each type of report.

Creating a Standard Form Report Click the button next to Standard Form Report Click Next>

Creating a Standard Form Report Select the form to summarize Select a question ordering preference By Number: questions appear in the order they are listed in the form By Type: questions of the same type (ex. text, date) appear together ADD NOTE TO EXPLAIN NUMBER VS TYPE

Creating a Standard Form Report You can display questions with full titles or with their codes Select whether the report… Shows all text responses OR Excludes long text responses Excludes all text responses NOTE ON PROVIDING EXAMPLE FOR TEXT VS NO TEXT Why all these options? Sometimes text answers can be very long!

Creating a Standard Form Report Mark the box and select a question by which to split the report (optional) Leaving this option unmarked will display the report regularly (all responses shown together) Give the report a logical title Select Run to create the standard form report

Creating a standard form report

Questions? Before we continue, Pause here to ask if anyone has any questions

Creating a List Report Click the button next to List Report Click Next>

Creating a List Report You can display questions with their full titles or with their codes Be sure to give your report a logical name before clicking Next>

Creating a List Report Choose at least one form that you wish to base the report on

Creating a List Report Add one column for every question you wish to display in the report Select Run to create the report

Example List Report

Questions? Before we continue, Pause here to ask if anyone has any questions

Creating a Tally Report Mark the button next to Tally Report Click Next>

Creating a Tally Report You can tally, or total, Answers per Question or Responses per Answer

Answers per Question Say: Will list whatever questions are chosen in a table or bar chart and count the number of times a particular answer was given; say codes are being used in place of question names and that these will be explained in a few slides This lists the number of times a particular answer was given for each question.

Responses per Answer Say: Will cross-tabulate answers from two questions; explain that 50% of East choose Good, or a similar example. This lists the number of times a particular combination of answers was chosen.

Creating a Tally Report Tally Reports can be Tables or Bar Charts

Table

Bar Chart

Creating a Tally Report Table Reports can report raw totals or percentages. Choose from: No Percentage Percentage Overall (block/table total) Percentage By Row (block/row total) Percentage By Column (block/column total)

Percentages No percentage (raw totals) Percentage Overall Pick some blocks and compare them across the four tables to demonstrate the difference (ex. The top left block can be 1, 3.1% (1/32), 12.5% (1/8), or 20% (1/5))

Percentages Percentage By Row Percentage By Column Pick some blocks and compare them across the four tables to demonstrate the difference (ex. The top left block can be 1, 3.1% (1/32), 12.5% (1/8), or 20% (1/5))

Creating a Tally Report Bar Charts cannot display percentages. Instead, they can appear either: Side By Side Stacked

Bar Styles Side By Side Stacked

Creating a Tally Report You can display questions with their full titles or with their codes Be sure to give your report a logical name before clicking Next> For codes, refer back to slide 12 for an example

Creating a Tally Report Choose at least one form that you wish to base the report on

Creating a Tally Report – Answers per Question Choose either: a specific question as the basis for the form an option set to create a report for all questions containing that option set Select Run to create the report Don’t worry about applying calculations.

Creating a Tally Report – Responses per Answer Choose an attribute or question for both the row and the column Select Run to create the report

Questions? Before we continue, Pause here to ask if anyone has any questions

Questions? Module 5: Data Cleaning and Management Training is concluded! Please direct any questions to the trainer for this program.