Difference between revisions of "Create an Excel Reporting Template"

From FMR Knowledge Base
Jump to navigation Jump to search
(The means to restrict)
(Step 2 - Create Reporting Constraint)
Line 59: Line 59:
 
==Step 2 - Create Reporting Constraint==
 
==Step 2 - Create Reporting Constraint==
  
From the '''Data''' menu, select '''Reporting Constraints''', then use the '''Maintenance''' button to select Create '''New Cube Region Constraint'''.
+
From the '''Data''' menu, select [[Content_Constraints|'''Reporting Constraints''']], then use the '''Maintenance''' button to select Create '''New Cube Region Constraint'''.
  
  

Revision as of 06:15, 8 March 2021


Overview

A Data Reporting Template is a metadata driven Excel Form to enable Data Providers to easily report data.


A Reporting Template definition is created in the Fusion Metadata Registry and describes the contents and layout of one Excel Workbook. Each workbook contains at least one worksheet which is backed by the Dataflow that the data collection is for. A workbook may contain multiple worksheets, enabling one Excel file to be used to submit data for multiple datasets.


The Registry provides both a web User Interface and web services to generate the Excel Workbook for a Reporting Template for a specific Data Provider. The contents of the Excel workbook are dynamically obtained based on who the Data Provider is. This enables a single data collection template to be set up for multiple data providers, where each provider's workbook contains only the worksheets, and data cells they need to report data for.


This Use Case

This example is a simple Template using the GUI and is for a scenario where the agency WB (World Bank) has a number of Data Providers (including one with the ID of GHA) who are reporting statistics against the Dataflow GCI (Global Competitive Index). The Data Provider GHA, is only permitted to report statistical data for Ghana.

This example shows how the Registry can be used to create an Excel Template for the specific Data Provider. Once the end result is Generated, it could be issued to the Data Provider for completion. Once the Excel spreadsheet has been completed by the Data Provider, Fusion Metadata Registry can be used to validate the data via the Convert data page.

Creating the Template

Step 1 - Check all the elements are in place

Data Structure

RT1.PNG

Dataflow

RT2.PNG

Data Provider and Provision Agreement

RT3.PNG

The means to restrict

In this example I am going to use the AREA code method to restrict using the code GH (the code for Ghana). If I check the Data Structure, I can see what other structures have been used. In this example I am looking at the Concept as highlighted in the image below.


RT9.PNG

Note that the Cross Reference is a link. If I click, I will be taken to the Concept Scheme, and I can see a Cross Reference to a Codelist.


RT10.PNG

Again a link. If I click the link and View the codelist, I can enter the search term Ghana, to find the code that is used. GHA.


RT11.PNG

I now have everything I need to move to the next step.

Step 2 - Create Reporting Constraint

From the Data menu, select Reporting Constraints, then use the Maintenance button to select Create New Cube Region Constraint.


RT4.PNG

The Reporting Constraint Wizard will open and Step 1 is completed with the basic details as shown below.


RT5.PNG


Step 2 allows you to select a structure type, in this example it is the Data Provider who is to be constrained to only submit data for Ghana.

RT6.PNG

You will note that the Components of the underlying Data Structure are displayed and REF-AREA has been ticked. The codelist CL_WB_CGI_AREA contains all countries. The next step of the Wizard will allow us to define which Country.

In Step 3, the Wizard allows you to define included values and in this example I have used the +Add New Value button to add the code GHA.


RT7.PNG

In Step 4, you can Exclude values but this is unnecessary in this example.

Creating the Reporting Template

Once all the relevant steps have been completed, the actual Reporting Template can be created using the Wizard.

Step 1 - High Level Details

RT12.PNG

Step 2 - Excel Worksheets

Follow the instructions shown in the image below to add the first worksheet which will be used to report the observations.


RT16.PNG

In this example, an Instruction worksheet is created as shown in the image below


RT13.PNG


As this is a simple example, Steps 3 and 4 can be skipped so click Finish to save.

Generate the Template

Only authenticated users are able to Generate a Template so this example assumes that the Template is to be generated and emailed to the person responsible for completing it.


RT17.PNG


RT14.PNG

You will note that the Data Provider GHA has been selected, this means that the Constraint attached to the Provision Agreement will be used. The Frequency selected is Annual, so to to report for the whole of 2019, that year is placed on both the From and To dates. Click Generate when done.

The resulting Spreadsheet can be opened from the downloaded file.


RT15.PNG


In this example, the recipient would read the Instruction worksheet (which has been named READ ME) fill in the observational data and then save and return the completed spreadsheet to the sender.

As stated above, this is a very simple example. You can read more about Reporting Templates in this article.