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DAD - Somaliland Analytics Training Manual

1. 20 FIGURE 21 REPORTS WINDOW WITH PROPERTIES FOCUS ON THE hen 21 FIGURE 22 ASSIGNING PROPERTIES TO REPORT TABLE 22 FIGURE 23 REORDERING REPORT TABLE 22 FIGURE 24 DEFINING THE SORTING 23 FIGURE 25 SWITCHING REPORT TABLE COMPONENTS iisesss HH he un eeu aerae nnns 23 FIGURE 26 SETTING THE CHART REPORT 24 FIGURE 27 MEMORIZING A REBPORT2z mcd stn eR idunt Wand bins REN EIE bU d mens Pag La QS RUM D CM d Ba 25 FIGURE Z29 ORGANIZING THE REPORTS 35 0 xemtis dinette bined eu doro ohare mene PR DUE PAM Ld hera E Pesci Dies 26 FIGURE 29 FILTERING SECTION Do opted hoa ade Ae e cO Cc lec e e o edv d be oS oci gee terse eae 29 FIGURE 30 CREATING A FILTERING CRITERIA 30 FIGURE 31 SEARCHING FOR A FILTERING CATEGORY ITEM hmmm een 31 FIGURE 32 CREATING A SAMPLE FILTERING CRITERIA cccecccccecceceuceeceeeeuseueeueeueeueeueeuseueeeseusegutuneneans 32 FIGURE 33 SEARCH SECTION dope Fons Riu i a tcl BOR aieo tede shirt v Rev wedge ce M vu C Vis tod Gp nt 33 FIGURE 34
2. MDG Profile Main Category Show Top Values of Projects Committed 505 Di 3 Series Noe Show Top Advanced Search Chart Types S oe Char Count m m Reset default Remove Filters View Criteria Filter by Implementation Status Project Type 320 000 000 000 Funding Agency 1st Level Implementer National Counterpart Administrative Region 240 000 000 000 Sector Pillar Year d 160 000 000 000 More Filters 80 000 000 000 2 EDUCATION Unspecified GOVERNMENT AND HUMANITARIAN Al AGRICULTURE WATER SUPPLY AN UNALLOCATEDY U MULTISECTOR CRO POPULATION POLI COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 13 Update Button in Chart Module DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 16 2 4 ANALYTICS LESSON 4 REPORT This lesson will guide you through the steps on how to work in the Report module Figure 14 Contact us SUPPOMEESYnISYS COM My Profil About C DEVELOPMENT ASSISTANCE DATABASE Tel 17038831140 OTS LB My Portfolio List Chart Report EM Report BA saves 919 a gt Projects MDG Profile DESIGN Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x i Title Show Details 3 Compatibility Matrix Advanced Search Add Grouping d Co
3. 749 079 Year Finland 5 518 082 More Filters a Finnchurch Aid FCA 1 659 366 Alliance 1 937 578 B Global Fund for HIV amp TB 52 458 615 Sector Proiect Government of Japan 85 503 849 I Mitaly 18 943 044 Netherlands 7 455 461 Netherlands Government 138 800 Norway 43 256 745 an OHCHR 62 700 Oxfam 18 652 1 Republic of Ireland 313 474 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 4 List Module 2 2 1 Accessing the List Module Click the List tab to access the List module Figure 5 My Profile About Log Off Soomaal d DEVELOPMENT ASSISTANCE DATABASE My Portfolio Chart Figure 5 List Tab 2 2 2 Expanding the List Item In order to expand the list item level click on the sign next to the name of the list item This will expand the list item group level displaying the first sub level Figure 6 This can further be expanded unless there are no more sub levels to be displayed Note You can expand only one group level at a time If you expand the group level of another list item the previously expanded group level will get collapsed DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 8 My Profile About Log Off Soomaa d DEVELOPMENT ASSISTANCE DATABASE My Portfolio List Chart Help List Hide Images 3 E Save As ef tig gt Projects a MDG Profile Modify Current Vie
4. 9 gt Projects MDG Profile Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x e i Title Show Details Compatibility Matrix Advanced Search Sector 4 Add Groupin Remove Filters i Columns View Criteria Rows Committed USD Disbursed USD Expression Filter by Add Sub column Add Sub column Show As Implementation Status 2 Sorting Order Project Type Funding Agency i Data Data uh L Funding Agency L Project Move tek 1st Level Implementer Add Row gt Move Right National Counterpart lt Remove Administrative Region Replace gt Sector Pillar Year Reset Submit More Filters arie A m Sector 1 _ Project 2 Committed USD 2 Disbursed USD 2 Expended USD 2 o Project 1 Committed USD 1 Disbursed USD 1 Expended USD 1 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 21 Reports Window with Properties Focus on the Column DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 22 E x Item NDP Pillar 2 4 Sort Mone E Show Total None English NOP Pillar Somali HDP Pillar English Caption Reference English Ref Text Somali Cancel Figure 22 Assigning Properties to Report Table Compone
5. 2 Project 1 Committed USD 1 Disbursed USD 1 Expended USD 1 m COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 19 Reports Window with Properties Focus on the Title Field The Properties window will appear Please note that for text entries the Properties window includes text formatting buttons and a text area Figure 20 For other report components like rows columns etc the Properties window also allows assigning additional characteristics e g sorting order reference text etc Figure 22 x Verdana 8 H 7 U Preview Text English Somaliland Report Somali Figure 20 Formatting Styling Text Entries 3 Change the properties as needed DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 21 Note To prevent you navigating away from the section every time when modifying the properties of a different report table component the Properties window allows selecting the next item to be modified To do that you need to select the appropriate instance from the Items drop down list in the Properties window The list contains the previously selected report table components 4 Click the Apply button for the changes to take effect Clicking the OK button will close the window and navigate you to the Report module My Profile About Log Off Soomas DEVELOPMENT ASSISTANCE DATABASE My Portfolio List Chart Report Help Report save s 4
6. DRAFT Somalia Religious and Traditional Leaders peace Initiatives Not Ready DRAFT Somalia Religious and tradional leaders peace initiative Not Ready DRAFT Somali Pastoral Dairy Development Project Phase Il SPDDP 11 Jessica Price 09 May 2011 Not Ready UNDP DRAFT Somali Institutional and Capacity Development Project SICAD Local Admin 17 Feb 2011 Not Ready UNDP DRAFT Somali democratization programe phase Il 2007 2009 Jessica Price 15 Feb 2011 Not Ready UNDP 1234Next Project ID Y Project Title Updated By Updated On Submitted On SOM 001171 Justice and economice empowerment for gender based violence Mohamed Duale 04 Mar 2013 17 Jul 2013 DRC SOM 001170 Integrated Emergency response in Somalia Mohamed Duale 04 Mar 2013 17 Jul 2013 DRC SOM 001168 Livelihood program for vulnerable drought and conflict affected communitites in Sool and Mohamed Duale 04 Mar 2013 17 Jul 2013 Banadir Regions Somalia DRC SOM 001161 Turning the tide Mohamed Duale 10 Jan 2013 08 Jan 2013 DRC SOM 001160 Water Sanitation and Hygiene in North West Somalia Caritas Switzerland Luxembourg 15 Dec 2012 15 Dec 2012 Caritas Switzerland Luxembourg SOM 001158 Elimination of malaria as public health problem and obstacle to sustainable development in Caritas Switzerland Luxembourg 15 Dec 2012 15 Dec 2012 Somaliland Phase amp Phase Il Caritas Switzerland Luxembourg SOM 001157 EMERGENCY RESPONSE TO SUSTAIN LIVELIHOODS FOR VULNERABLE Caritas Switzerland Luxemb
7. 2 6 tne CULFERE VIEW says dria oret acl ace beta RE UE c 9 23 ANALYTICS EESSON S ACHAR ERE ex EPERYX AE tiu d eu anda PR Cn en Ped ea 11 2 3 1 Accessing the Chart Module assenossenesrsrenrsrerrrrrrrrrrrrrrrererrererrererrerrerrrrerrrrerenne 11 2 3 2 CHa EODH ONS e E S TINI I 11 2 4 ANALEYTICS EESSONV S REPORT AQUI b oe sae 16 2 4 1 Accessing the Report n esee 16 2 4 2 TRE CREER 16 2 4 3 PFEVIEWING RODOFPLD cisco CHRERED QEER SINCE QUE tul QU PXROUO RERO 18 2 4 4 Generating a RCO E a wena enn ep vx evga ins cage MA tU MA eee 19 2 4 5 Formatting Styling Report Components sisse 19 2 4 6 Re ordering Report Table Components sss emen 22 2 4 7 Sorting Report Table Components sss enne enn nnn 22 2 4 8 Removing a Report Table Component sss nemen 23 2 4 9 Switching Report Table Components 23 2 5 ANALYTICS LESSON 5 CUSTOMIZED REPORTING eee nnn 24 2 91 SELLING REDOKE DUON Sic 24 2 5 2 24 2 5 3 Re ofganisibg Reports EA HAT ERO Ra Fe CU PR E MERE QE CUR cen 25 2 5 4 Viewing Presderned REDOC Seatern doc pea dirai p E Pata qoa a eee aveva der aci Pages 27 2 919 Edit
8. ADVANCED SEARCH SECTION esseseses eene eese eese eee ens 34 DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 3 1 INTRODUCTION This document contains lessons dedicated to the training of the Development Assistance System for Somaliland DAD Somaliland application analytics The Development Assistance System for Somaliland DAD Somaliland is an automated information management system which is designed to improve efficiency and coordination of donor activities in Somaliland It is also a powerful tool for tracking and analyzing aid flows The system serves as the main database and data collection and reporting system as it ensures effective access to the aid data The main objective of DAD Somaliland is to serve as a reliable and credible source of information on external aid offered to Somaliland to support the Government in effectively managing development assistance and promoting the accountable and transparent use of resources DAD Somaliland is a powerful tool that allows the user to view project data organized into lists reports and charts In DAD Somaliland the user is able to present the project data in the form of different analytical reports in the List Chart and Report modules memorize save the reports print them and export them into PDF MS Word and MS Excel format files DAD Somaliland is designed to provide quick access to the project and aid data remotely via Internet Once you have accessed the
9. Projects application should get submitted first in order to become public and official Below is the procedure of project submission e User adds a project It is saved as a draft in the My Draft Projects section of the user s portfolio Figure 1 e When all mandatory fields are filled in the project form the draft becomes ready for submission e The draft is submitted and appears in the My Submitted Projects table Note Only submitted drafts are displayed in the List table see ANALYTICS LESSON 2 LIST and accessible to other users of the DAD Somaliland application 2 1 3 Actions Available in the My Portfolio Module Depending on your permissions you can perform the following actions in the My Portfolio module e Add a New Project by Clicking the New Project button Figure 3 Providing the information requested in the project form see DAD Somaliland Projects Application User Manual in REFERENCES Saving the data input e View Project Details by Clicking the project that you want to view to access the project details section Viewing the project information recorded msys com My Profile About Log Off Soomaal DEVELOPMENT ASSISTANCE DATABASE SOMALILAND My Portfolio Create New Project G Project ID Project Title Updated By Updated On DRAFT SUPPORT TO SOMALIA SECURITY SECTOR AGREEMENTS NAIVASHA Local Admin 15 Feb 2011 WORKSHOP Uu DRAFT SUPPORT TO POLITICAL AGREEMENTS SO
10. application you can view the project data stored in the database add new projects edit existing ones etc In the current design DAD Somaliland is composed of the following applications Projects this application is designed to track the ongoing projects that are financed from external sources e g donor international NGOs etc Once you have accessed this application you are able to view project details track aid flows to the country and create analytical reports in the List Chart and Report modules Moreover in this application you can add new projects or modify the information of existing projects through a built in online Data Entry module e MDG Profile this application is designed to track and manage the progress towards the targets and indicators outlined in the Millennium Development Goals MDG Once you have accessed this application you are able to view information and create analytical reports in the List Chart and Report modules Moreover in this application you can add information about the progress made towards the Millennium Development Goals MDGs through a built in online Data Entry module DAD Somaliland provides a web based user interface and requires a web browser pre installed To ensure more flexibility and a more user friendly environment DAD Somaliland has been implemented as a bi lingual system allowing the users to view the data presented in the system in two languages English and Somall DAD
11. by selecting the appropriate checkbox es 4 Click the OK button to apply the search criteria to the ad hoc query and to the screen that was active prior to the filtering alterations i e List or Chart DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 35 3 REFERENCES The following DAD Somaliland documents may provide you with more details on the content and functionality of the sections described in the training lessons e DAD Somaliland Analytics User Manual e DAD Somaliland Projects Application User Manual e DAD Somaliland MDG Profiles Application User Manual e DAD Somaliland Administration Center User Manual
12. chart cell This option ts disabled if you have selected the pie or line chart types Legend explains the categories and data series displayed on the chart e Pattern allows choosing a pattern filled chart for black and white printing e Coloring Option allows defining whether the chart should be displayed in multiple colors or in one of the colors available e Show in allows defining how the numeric values will be displayed on the chart To avoid large number occupying too much space you can choose to view the numbers tn thousands millions billions 2 Title a text box to enter the chart report title 3 Note a text box to enter additional information about the chart report 4 Footer a text box to insert a portion of text that will appear in the bottom area of the chart report 5 Subtitle a text box to enter a subtitle for the chart report 6 Font allows selecting the font the chart report title subtitle footer note will appear in 7 Size allows selecting the font size the chart report title subtitle footer note will appear in 8 Workspace the main working area in the Chart module where the chart designed is displayed When you are done with selecting chart options press the Update button to generate the chart DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 15 My Profile About Log Off Soomas d DEVELOPMENT ASSISTANCE DATABASE My Portfolio Chart Save As A 28 gt Projects
13. the following Group PUBLIC REPORTS Include currently selected filters Figure 27 Memorizing a Report 3 Specify the group the report will be included in by selecting the appropriate value from the Include under the Following Group combo box 4 Check the Include currently selected filters checkbox to save filtering defined along with the report 5 Click on the OK button to save the report for future reference In order to save a copy of an existing report follow the steps below 1 Click on the 52 button on the top right side of the screen A Memorize Report window Figure 27 will appear 2 Save the report by the steps described in the section above 2 5 3 Re organising Reports From the List Chart and Report modules you can design appropriate reports and organize them in the preferred way In order to organise the reports click the respective Organise Views Charts Reports button at the top right side of the screen An Organise Reports window Figure 28 will appear DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 26 Ok x Cancel PUBLIC REPORTS Assistance t HHI by sub pillar UN Projects in Somalia Ti Danish Refugee Council Projects not verified Denmark Projects 28FEB 2011 World Bank Projects 23 Feb 2014 USAID Projects 23FEB2011 Italian Projects 22FEB2011 Norway Projects 22FEB201 1 DFID Projects 17th February EC AID 2008 2010 MY REPORTS F Rename Delete TE Ad
14. to them value characteristics such as font font size font color background color alignment i e left center or right etc In order to format style a report component follow the steps below l Click the report component that needs to be formatted styled 2 Select the Properties option from the actions list that appears Figure 19 DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 20 My Profile About DEVELOPMENT ASSISTANCE DATABASE My Portfolio List Chart Report Help Report Save s Ga 9 8 gt Projects MDG Profile DESEN Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x e i Title 7 Show Details Compatibility Matrix Advanced Search e Properties Sector Add Grouping Remove Filters i Columns View Criteria i Rows Committed USD Disbursed USD Expended USD Add Column Filter by Add Sub column Add Sub column Add Sub column Implementation Status Project Type Funding Agency ist Level Implementer Add Row National Counterpart Administrative Region Sector Pillar Year Reset Submit More Filters 1 Funding Agency Project Committed USD Disbursed USD Expended USD 1 Project 1 Committed USD 1 Disbursed USD 1 Expended USD 1 Project 2 Committed USD 2 Disbursed USD 2 Expended USD
15. 261 819 FORESTRY 167 294 Pillar Year More Filters HEALTH 124 500 495 HUMANITARIAN AID 142 966 606 INDUSTRY 10 450 638 MULTISECTOR CROSS CUTTING 26 411 540 Sector Project OTHER SOCIAL INFRASTRUCTURE AND SERVICES 50 663 991 POPULATION POLICIES PROGRAMMES AMD REPRODUCTIVE HEALTH 27 185 790 SUPPORT TO NON GOVERNMENTAL ORGANISATIONS NGOs 4 553 254 TRADE POLICY AND REGULATIONS 1 881 892 TRANSPORT AND STORAGE 152 069 UMALLOCATED UNSPECIFIED 26 142 024 T T GOVERNMENT AND CIVIL SOCIETY 271 649 929 a5 WATER SUPPLY AND SANITATION 39 175 262 Results 1 23 of 23 1 083 165 893 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 7 Hiding I mages in the List Click the 9 Images button to show the images Figure 7 2 2 6 Modifying the Current View It is possible to modify the list that is currently displayed in the List module You can add new groupings to it or remove the selected ones un select columns re order them etc The steps described below provide for the necessary instructions for modifying the current view 1 Click on the Modify Current View link at the top right corner of the List screen Modify Current View window Figure 8 will appear In the Groupings section add re order remove groups In the Columns section add re order remove columns In the Cross Tab Groupings section define add re order remov
16. 5 4 Viewing Pre defined Reports In the List Chart and Report modules you can view the pre defined reports stored under Public Views Charts Reports or My Views Charts Reports section for data analysis and comparison For this purpose select the report to display and click one of the following Generate Report buttons to the left of the report name e 1 inthe List module e Al in the Chart module e in the Report module The selected report will open in the application window List and Chart modules or a new window Report module The same results can be achieved if you click the report name 2 5 5 Editing Pre defined Reports To save you the time and the effort of structuring a report from the scratch when it is necessary to introduce some modifications in any of the pre defined reports stored under Public Reports or My Reports the Edit option has been designed in the Report module In order to edit reports click the Edit button to the left of the report to edit The selected report structure will be loaded in the application window giving you the possibility of formatting and styling it in the desired way The pre defined List and Chart reports stored in Public Views Charts or My Views Charts can also be edited after you have selected to view them Once the selected report is loaded in the application window make the appropriate changes and save them If you wish to keep the modifications do not forget to save the modif
17. Component In order to remove a report table component follow the steps below l Click on the component item that needs to be removed 2 Select the Remove option from the menu that appears The selected grouping value will be removed 2 4 9 Switching Report Table Components In order to switch report table components follow the steps below 1 Click the component item that needs to be switched 2 Select the Switch Place with option from the menu that appears Figure 25 Show As 24 Sorting Order k Total Move Right Remove Move To Replace 55 Switch Place With Rows Properties Pillar Cols2 1st Level Implementer Figure 25 Switching Report Table Components 3 Define what component item the selected instance needs to switch place with The selected component item will be removed from its current position and added as an item to the specified component DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 24 2 5 ANALYTICS LESSON 5 CUSTOMIZED REPORTING This lesson will guide you through the steps on how to customize the already created reports in the List Chart and Report modules i e to define the way the numeric values can be displayed their format the number of the items to be displayed etc You may also re organise the reports in the desired way i e include it into a group of reports or create a new report group for it rename the report etc The DAD Somaliland application can also export the re
18. DEVELOPMENT ASSISTANCE DATABASE FOR SOMALILAND DAD Somaliland ANALYTI CS TOT TRAINING MANUAL EN me o COPYRIGHT 2001 2013 j SY N ERGY SYNERGY INTERNATIONAL SYSTEMS INC ALL RIGHTS RESERVED INTERNATIONAL SYSTEMS DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 1 TABLE OF CONTENTS INTRODUCTION i riva idi C Ran e na 3 TRAINING MANUALS i re rrRRRRRUFRFER RERRRUES XIXEVELECO AER ERKRONRRCUERIFERCERFENES LEVRECRR CE CITED E 4 2 1 ANALYTICS EESSON T MYCPORTFOLIO pbi ae ev ERE Dato tne bate ta Dat a anra 5 2 1 1 Accessing the My Portfolio Module II emere nns 5 2 1 2 Project Submission Workflow in the My Portfolio 6 2 1 3 Actions Available in the My Portfolio 0 6 2 2 ANALYTICS LESSON 2 DES T5 keiner beu ex be RIPE Me DI PEE ERES REP EK dab I EN 7 2 2 1 Accessing the EIsE MOGOUJIG v ERE CF o d e ETE anus bey are bae Bn Coed Fan cadi 7 2 2 2 Expanding tee LISE IESIT VATER HORROR TUS ERN ASK UA URDU Edo ae senate 7 2 2 3 SOLLI ISG lt ke PE RENE DER EUST nea ADR 8 2 2 4 Browsing among EOS voee Ee c Pin hc E ea ed tid e e re rb wd e ac edis 8 2 2 5 Hiding Showing Images in the 5 8 2
19. ESS AND OTHER SERVICES COMMODITY AID AND GENERAL PROGRAMME ASSISTANCE Implementation Project Type Funding Agency 1st Level Implementer National Counterpart Administrative Region Sector Pillar Year More Filters EDUCATION ENERGY GENERATION AND SUPPLY FISHING FORESTRY GOVERNMENT AND CIVIL SOCIETY HEALTH HUMANITARIAN AID INDUSTRY MULTISECTOR CROSS CUTTING OTHER SOCIAL INFRASTRUCTURE AND SERVICES SectonPropect POPULATION POLICIES PROGRAMMES AND REPRODUCTIVE HEALTH SUPPORT TO NON GOVERNMENTAL ORGANISATIONS NGOs TRADE POLICY AND REGULATIONS TRANSPORT AND STORAGE UNALLOCATED UNSPECIFIED EL LER EL REL ER LER Gs ee EH ER WATER SUPPLY AND SANITATION 83 673 656 3 841 268 55 627 704 322 941 14 510 246 39 767 582 2 164 286 153 356 827 2 528 781 1 261 819 167 294 271 849 929 124 500 495 142 966 606 10 450 638 26 411 540 50 663 991 27 185 790 4 553 254 1 891 892 152 069 26 142 024 39 175 262 Results 1 23 of 23 1 085 165 895 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 29 Filtering Section 2 6 2 Creating Filtering Criteria Follow the instructions below to create filtering criteria l Click on the hyperlink under the Filters section that represents the Category according to which the filtering will be carried out A Filters window Figure 30 will appear having the Category Item pull down menu set to the selected Category The first text are
20. ICES POPULATION POLICIES PROGRAMMES AND REPRODUCTIVE HEALTH SUPPORT TO NON GOVERNMENTAL ORGANISATIONS NGOs TRADE POLICY AND REGULATIONS TRANSPORT AND STORAGE UNALLOCATED UNSPECIFIED WATER SUPPLY AND SANITATION amp Show Images 53 E Save As 5 Modify Current View Committed USD 3 841 268 55 627 704 322 941 14 510 246 39 767 582 2 164 286 153 356 827 2 528 701 1 261 819 167 294 271 849 929 124 500 495 142 966 606 10 450 638 26 411 540 50 663 991 27 185 790 4 553 254 1 891 892 152 069 26 142 024 39 175 262 Results 1 23 of 23 1 083 165 895 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 33 Search Section To find any relevant information quickly and easily within the integrated DAD Somaliland content you can type search operators directly into the search box Figure 33 DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 34 2 7 3 Advanced Search Follow the instructions below to create search criteria 1 Click the Advanced Search link under the Search section Figure 33 The Advanced Search form appears Figure 34 Filter by Advanced Search Text to find Ok Search in Title Funding Agency Fi uen 2nd Level Implementer L 4st Level Implementer DAD Reference Number 7 Contract Reference Current Criteria Figure 34 Advanced Search Section 2 Define the text to search for in the appropriate field 3 Specify the fields to look in
21. MALIA AFGHAMISTAN Local Admin 15 Feb 2011 SEMINARS UNDP DRAFT Support for community Education project in Somaliland Kahara 20 Feb 2013 Intemational Solidarity Foundation DRAFT Somaliland Election Programme jacob kasell 08 Jul 2013 oxfam gb DRAFT Somalia Suppet Secretanat phase Il Local Admin 14 Feb 2011 Figure 3 Create New Project Button in My Portfolio Ready for Submission Not Ready Not Ready Not Ready Mot Ready Not Re archy DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 7 2 2 ANALYTICS LESSON 2 LIST This lesson will guide you through the steps on how to work in the List module Figure 4 My Profile About Log Off Soomas d DEVELOPMENT ASSISTANCE DATABASE LB My Portfolio List Chart Help 2 List x Hide Images S 5 Save As gt Projects MDG Profile Modify Current View Funding Agency Project Committed USD i Africa Educational Trust 2 048 153 mm Alexander Bodini Foundation 10 000 Asta 182345 Remove Filters T Asi 367 472 View Criteria l an Bureau of Population Refugees and Migration PRM USA 900 000 Filter by Implementation Status FH Canada 396 806 Project Type Funding Agency ar Caritas Luxemburg 757 115 1st Level Implementer 7 ZW National Counterpart Common Humanitarian Fund 10 335 000 Administrative Region am Denmark 30 220 011 Sector ES Pillar
22. N Association of European Parliamentarians AVWEPA Figure 32 Creating a Sample Filtering Criteria Note It is possible to exclude a Category item s from being included into the filtering criteria to be created In this case tick the Exclude check box All the Category items that appear in the second text area will be excluded from the filtering criteria to be created DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 33 2 7 ANALYTICS LESSON 7 SEARCH This lesson will guide you through the steps on how to organize Search for any relevant information 2 7 1 Accessing the Search Section You can view the Search section on the left side of the applications Figure 33 ETE com My Profile About Log Off Soomaal D DEVELOPMENT ASSISTANCE DATABASE My Portfolio k Projects MDG Profile Advanced Search Remove Filters View Critena Filter by Implementati Project Type Funding Agency 1st Level Implementer National Counterpar Administrative Regi Sector Pillar Year More Filters Sector Project 2 7 2 Simple Search Sector Project Unspecified ADMINISTRATIVE COSTS OF DONORS AGRICULTURE BANKING AND FINANCIAL SERVICES BUSINESS AND OTHER SERVICES COMMODITY AID AND GENERAL PROGRAMME ASSISTANCE CONSTRUCTION EDUCATION ENERGY GENERATION AND SUPPLY FISHING FORESTRY GOVERNMENT AND CIVIL SOCIETY HEALTH HUMANITARIAN AID INDUSTRY MULTISECTOR CROSS CUTTING OTHER SOCIAL IHFRASTRUCTURE AND SERV
23. SOMALILAND ANALYTICS TOT TRAINING MANUAL 4 2 TRAINING MANUALS The Training Manuals will guide you on how to navigate in DAD Somaliland analytics and use the functions available it The following lessons are offered in this document e ANALYTICS LESSON 1 MY PORTFOLIO ANALYTICS LESSON 2 LIST e ANALYTICS LESSON 3 CHART e ANALYTICS LESSON 4 REPORT ANALYTICS LESSON 5 CUSTOMIZED REPORTING ANALYTICS LESSON 6 FILTERING ANALYTICS LESSON 7 SEARCH DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 5 2 1 ANALYTICS LESSON 1 MY PORTFOLIO This lesson will guide you through the steps on how to work in the My Portfolio module Figure 1 Contact us SUpport 9 My Profile About C DEVELOPMENT ASSISTANCE DATABASE el 1 703 i ED My Portfolio List Chart Create New Project ja Ready for Project ID Project Title v Updated By Updated On i Submission DRAFT SUPPORT TO SOMALIA SECURITY SECTOR AGREEMENTS NAIVASHA WORKSHOP Local Admin 15 Feb 2011 Not Ready UNDP DRAFT SUPPORT TO POLITICAL AGREEMENTS SOMALIA AFGHANISTAN SEMINARS Local Admin 15 Feb 2011 Not Ready UNDP DRAFT Support for community Education FGM project in Somaliland Airi Kahara 20 Feb 2013 Not Ready International Solidarity Foundation DRAFT Somaliland Election Programme jacob kasell 08 Jul 2013 Not Ready oxfam gb DRAFT Somalia Support Secretariat phase Il Local Admin 14 Feb 2011 Not Ready UNDP
24. View Criteria i Footer Filter by Add Grouj Implementation Status Project 4 type i Rows Indicators 1st Level Implementer Other National Counterpart Add Row Pillars Administrative Region Sector and Location Sector Sector Sub Sector Pillar Administrative Region Year Region More Filters District Y Reset PREVIEW Report Preview COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 16 Selecting a Grouping for a Report Note At any point it is possible to remove all components selected for the report and design a new Reset report from scratch by clicking on the Reset button DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 18 Note If you have defined a report which has incompatible columns columns over which reports cannot be generated they will be marked in red and an error message will occur To make your reports productive use the link as marked in red Figure 16 to open the Compatibility Matrix table Figure 17 This is a table that displays the compatibility between all categories and measures in the database to display them in the report Compatibility Matrix compatibility betwaen Category and Measure Ries C abengornies Columngs Measures Budget Amount USD Committed S08 Committed USD Project Budget S05 Project Budget USD w on z e E CR T E Disbursed SOS Disbursed USD Expanded 505 Expa
25. a holds a list of all the available Category items that the report could display whereas the second DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 30 text area holds a sub set list of the first one You may only edit the sub set list in the second text area At the end of the filtering if the sub set list is empty all the Category items will be included in the report If however the sub set is non empty only the items in the sub set list will be included in the report At the bottom of the pop up window the selection criteria from all categories are presented This view is also available from the main screen under the hyperlink View Criteria Filter by 1st Level Implementer Ok 1st Level Implementer Unspecified x Cancel Consultant BERACOECHEA GARMENDIA Consultant BRICKHILL Action Contre La Faim ACF Reset Adventist Development and Relief Agency Africa Educational Trust AFRICAN UNION African Union IBAR uu Exclude Current Criteria Figure 30 Creating a Filtering Criteria 2 Select a Category item from the list in the first text area Note To make it easier to locate the appropriate category item in the long list the Filters window has a search capability To find the relevant category item you can enter any combination of letters in the search field The list of all category items matching the criteria will be displayed in the first text area Figure 31 To remove the se
26. arch criteria use the X Delete button to the right of the search field DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 31 Filter by Funding Agency Foundation ok Funding Agency Alexander Bodini Foundation Cancel Untited Nations Foundation E Reset Exclude Current Criteria Figure 31 Searching for a Filtering Category Item 3 Click on the downward pointing arrow button to add the item selected to the list in the second text area Figure 32 4 Repeat steps 2 and 3 to add more than one Category item Note If a Category item needs to be removed from the second text area select it from the list in the second text area and click on the upward pointing arrow button 5 Click on the OK button to apply the filtering to the ad hoc query and to the screen that was active prior to the filtering alterations i e List or Chart The system will regenerate and download to the client s side an updated report that applies the updated filtering criteria DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 32 Filter by 1st Level Implementer 1st Level Implementer Action Contre La Faim ACF Adventist Development and Relief amp gency ADRA Africa Educational Trust African Union IB AR AMISOM Cardno Agrisystems Africa Limited Care International CARE Metherlands AFRICAN UNION Association of European Parliamentarians AVWEPA Current Criteria 1st Level Implementer lisN AFRICAN UNIO
27. ategory allows selecting one of the options provided in the Category drop down menu 3 located at the top of the Chart window The selected category will define one of the chart axes Selection of a category for the chart report is required Series allows selecting one of the options provided in the Series drop down menu located at the top of the Chart window The selected series will define the chart legend Selection of a series for the chart report is optional Note Clicking the 5 Swap button allows switching places of category and series selections Chart Types allows defining the chart type The following options are available e Bar chart E e Stacked 3D Bar chart L e Column chart e Stacked 3D Column chart Bar chart amp e Pie chart e 3D Column chart I e 3D Pie chart J e Stacked Bar chart E e Line chart e Stacked Column chart DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 13 4 Show Top Number indicates the maximal number of category items to be displayed in the chart 5 Show Top Number on Secondary Axis indicates the maximal number of series items that should be displayed on the secondary axis in the chart Becomes available only if a Series is selected This option is disabled if you have selected the pie or line chart types 6 Char Count limits the number of characters to be used to display the category item names to the value set in this fie
28. d Group i Mowe it Move Down Figure 28 Organizing the Reports You may perform the following actions rename a report report group l Highlight the report group to be renamed 2 Click the Rename button 3 Fill in the desired name for the report group 4 Click the Enter keyboard button to confirm renaming Note Public Reports and My Reports groups cannot be renamed delete a report report group 1 Highlight the report group to be deleted 2 Click the Delete button 3 Click the OK button to confirm deletion Note Public Reports and My Reports groups cannot be deleted add a sub group 1 Click the Add Group button 2 Fill in the desired name for the sub group 3 Click the Enter keyboard button to confirm adding re order reports report groups l Highlight the report group the sorting order of which needs to be changed 2 Click the Move Up Move Down button 3 DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 27 e In order to set a report as default follow the steps below 1 Highlight the report to be displayed in the respective module when you access it 2 Click the Set as Default button The selected report will be marked with default for me option Note The Set as Default for Public Users button is only available for administrators and will save the current view as a default for all unregistered public users Note This option is available only in the Chart and Report modules 2
29. ding the List Item Level 2 2 3 Sorting List Items You can sort the list view by column by clicking on the name of the column This will sort the list alphabetically or numerically depending on the type of data entered into that column The arrow that appears on the column can reverse the order of the list 2 2 4 Browsing among List Items You can browse among the list items by clicking on the number link of the page to navigate to The Previous and Next buttons can be used to move to the required page 2 2 5 Hiding Showing mages in the List In order to make the list load quicker you can choose to hide the images which are displayed in the list These images can be donor flags sector icons etc To hide the images in the list click on the Hide Images button located at the top of the screen All the images in the screen will not display Figure 7 DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 9 25 00 My Profile About Log Off Soomaal My Portfolio k Projects Unspecified 83 573 056 ADMINISTRATIVE COSTS OF DONORS 3 841 268 Advanced Search Remove Filters View Criteria AGRICULTURE 22 627 704 BANKING AND FINANCIAL SERVICES 322 941 BUSINESS AND OTHER SERVICES 14 510 246 COMMODITY AID AND GENERAL PROGRAMME ASSISTANCE 39 767 582 Filter by CONSTRUCTION 2 164 256 Implementation Status Project Type Funding Agency 1st Level Implementer EDUCATION 153 356 827 ENERGY GENERATION AND SUPPLY 2 528 781 FISHING 1
30. e column groupings for the view Set the view as default if necessary Please note that the view can appear as default for a current user or for unregistered public users DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 10 6 After finishing making changes in the view click the OK button for the changes to take effect Groupings m Available Groups Selected Groups sector Funding Agency Type Project MultiDonor Funding amp gency Funding Type 1st Level Implementer Ei Cancel Implementer Type 2nd Level Implementer Mational Counterpart Types of Expenditures Administrative Region CE ns Region District Get as Default f Implementation Status Ti Move Up ir Move Down Figure 8 Modifying the Current View To add a group column column grouping to the list follow the steps below 1 In the Available Groups Columns panel select the group column column grouping to be added to the list Note It is possible to select several groups columns by means of the Shift or Ctrl keyboard buttons 2 Click the gt Select button The selected group s column s will appear in the Selected Groups Columns panel To re order the selected groups columns column groupings follow the steps below 1 Select the group column column grouping that needs to be re ordered in the Selected Groups Columns panel 2 Click the Move Up Move Down button To remove the selected groups columns colu
31. ector 2 Add Grouping Remove Filters i Columns View Criteria i Rows Committed USD Disbursed USD Expended USD Add Column Filter by Add Sub column Add Sub column Add Sub column Implementation Status i Project Type Funding Agency 1st Level Implementer Add Row National Counterpart Administrative Region Sector Pillar Year Reset Submit More Filters 9 Sector 1 Funding Agency Project Committed USD Disbursed USD Expended USD Project 1 Committed USD 1 Disbursed USD 1 Expended USD 1 Project 2 Committed USD 2 Disbursed USD 2 Expended USD 2 Project 1 Committed USD 1 Disbursed USD 1 Expended USD 1 A COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 18 Previewing the Report All your added report components and structuring results will be displayed in the Preview section which helps you to check whether the report matches the required output or not Expand the section in order to display whole of the information 2 4 4 Generating a Report 3 Submit Click the Submi Submit button to submit the Reporting Engine in order to access the database gather the required data and present it in the manner required The Report containing all the real data appears in a new window 2 4 5 Formatting Styling Report Components You may format style the text entries as well as main report table captions and values by assigning
32. ied report 2 5 6 Exporting Reports From the Chart and Report modules you can design appropriate reports and export them in the PDF MS Word and MS Excel formats In order to export the reports in the PDF MS Word and MS Excel formats follow the steps below 1 Click on the respective Export in PDF Format Export in MS Word Format Export MS Excel Format button A separate window will open 2 Make changes if necessary DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 28 2 5 7 Printing Reports From the Chart and Report modules you can design appropriate reports and print them out In order to print out the selected report follow the steps below 1 Click the Print button on the top toolbar in the right side of the screen A separate window will open 2 Select the Print option DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 29 2 6 ANALYTICS LESSON 6 FILTERING This lesson will guide you through the steps on how to create Filters 2 6 1 Accessing the Filtering Section You can see the Filters section on the left side of the applications Figure 29 ya com My Profile About Log Off Soomasl C DEVELOPMENT ASSISTANCE DATABASE OPIBUS Tel 17039831119 EE My Portfolio k Projects amp Show Images 23 f Save As gf Current View Unspecified ADMINISTRATIVE COSTS OF DONORS Advanced Search Remowve Filters View Criteria AGRICULTURE BANKING AND FINANCIAL SERVICES BUSIN
33. ing Pre defined IH ness nnn 27 2 5 6 EXPONO REDOUES usas Pa A Ln dd Qa NAR LEE ER HAE SURE LOVE TRAE DIM E Da E 27 255 7 erat er OE Pic NE MR ARE 28 2 6 ANALYTICS LESSON 6 FILTERING x aua EE a den Rara UR EO Ed EH e Cd ICM 29 2 6 1 Accessing the Filtering Section Ime e nnns 29 2 6 2 Cregtna FHtermug CTIE ces esatto ind eaa ew idus tea tci ode Por edes 29 2 7 ANALYTICS EESS ON 7 5 SEARGPL s svi aa Re E A ET 33 2l Accessing the Search SECOM sse exse 33 2 1 2 SII Sabe eR 33 2 7 3 Advanced Sed D vestes 34 Sy REFERENCES aa aa a a a 35 DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 2 TABLE OF FIGURES FIGURE 1 MY PORTFOLLO MODULE rore x ele tote x UE EGER A pex ce oS DR DOE eoe Ava Cui caw CU RD AC 5 FIGURE 2 MY PORTEOLTO TAB wa rene Made dated VLL E MA 5 FIGURE 3 CREATE NEW PROJECT BUTTON IN MY PORTFOLIO 6 FIGURE A LST MODULE x elvai et vuv dais seal Ua Ux Cei PU DEC ET LUE ERN S DEM a 7 FIGURE TAB 7 FIGURE 6 EXPANDING THE EIST ITEM LEVER reor nr EX aa REA C even C k
34. ion specify the category which will be used to group data into different tables To add a report grouping click on the Add Grouping link in the Group Report by section and select the appropriate category from the menu that appears Figure 16 Note The report will be divided into as many tables as there are table groupings selected 4 Select table rows by clicking on the Add Row link and selecting the appropriate item from the menu that appears Please note that it is possible to select one row at a time from the list of available rows 5 Select table columns by clicking on the Add Column link and selecting the appropriate item from the menu that appears Please note that it is possible to select one column at a time from the list of available columns Note Once you have selected a report column an Add Sub column link becomes available under the selected column It allows indicating how the row details displayed under each column will be divided isys com My Profile About Log Off Soomaal DEVELOPMENT ASSISTANCE DATABASE My Portfolio Report Help 9 gt BA save s 129 al RO gt Projects MDG Profile zu Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x e i Title Hide Details Compatibility Matrix Advanced Search i Subtitle I Header Remove Filters
35. ld 7 Values allows selecting a value from the list that will define the main chart criteria 8 Update loads the latest data from the database and displays them on the chart 9 Reset Default loads the default chart built according to the default chart category and chart type 10 Workspace the main working area in the Chart module where the chart designer is displayed The following options are available in the View section of Chart module Figure 12 DEVELOPMENT ASSISTANCE DATABASE EA TI BES TT i Ecc My Portfolio List Chart Help Ee gt Projects MDG Profile Show DataTable _ Data Label Legend _ Pattern Multicolor Show in Original Title Footer Font Sez v we 0 85 0 5 Jj Size Remove Filters View Criteria 180 Filter by Implementation Status Project Type 150 Funding Agency 1st Level Implementer National Counterpart 120 Administrative Region Sector Pillar Year 90 More Filters 60 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC 2004 2005 2006 2007 2009 2010 2011 2012 2013 Other Figure 12 View Screen of the Chart Module 1 Show allows selecting one or several of the following options e Data Table presents the information contained in the chart in a grid or matrix DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 14 e Data Label shows the actual values of each
36. lumns 2 ROWS Remove Filters amir View Criteria Add Row Filter by Implementation Status Project Type Funding Agency 1st Level Implementer National Counterpart Administrative Region Sector Reset Submit Pillar Year T More Filters PREVIEW Report Preview COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 14 Report Module 2 4 1 Accessing the Report Module Click the Report tab to access the Report module Figure 15 DEVELOPMENT ASSISTANCE DATABASE Contact us rage mar Ts My Profile About Log Off Soomas My Portfolio Chart Figure 15 Report Tab 2 4 2 Creating a Report Define what information you would like to have displayed on the generated report e Text entries title subtitle header and footer For these fields the expected input Is a free text e Report grouping allows grouping data according to a specific category Grouped data appear in different tables Each table contains data that fall under one group of the category specified e Rows group data within the report table e Columns show details specific to each table row Sub columns divide the row details displayed under each column DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 17 In order to add report components follow the steps below 1 Type the text that should appear as the report title in the Title text box 2 Enter a Subtitle Header and Footer if needed 3 In the Group Report by sect
37. mn groupings from the list follow the steps below l In the Selected Groups Columns panel select the group column column grouping that needs to be removed from the list 2 Click the n Unselect button The selected group s column s column grouping s will be removed from the Selected Groups Columns panel To set a view as default follow the steps below 1 Make the necessary changes in the current view as described in the sections above 2 After finishing click the Set as Default button in the Modify Current View window Please note that the view will be set as default only for the current user Note Clicking the Set as Default for Public Users button will display the view to those who access the application as unregistered public user DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 11 2 3 ANALYTICS LESSON 3 CHART This lesson will guide you through the steps on how to work in the Chart module Figure 9 My Profile About D DEVELOPMENT ASSISTANCE DATABASE My Portfolio Chart Save As j gt Projects MDG Profile Main Category Year Show Values of Projects 11 a s Series Noe Show Top um Advanced Search chart Types EE I let char count HE pdate i I Lo M Remove Filters View Criteria Filter by Implementation Status Project Type Funding Agency 1st Level Implementer Na
38. n dian meer es 8 FIGURE 7 AIDING IMAGES IN THE LIS TE xoxo QE M iad Een EA Cp Ua d as sace eb De ener 9 FIGURE 8 MODIFYING THE CURRENT VIEW E OC QC EC C CC EE E EN UN RO RAE OCC TCR ER 10 FIGURE O5 CHART MODULE Uv tasters 11 FIGURE CHART TAB iia s dara vade d bitu doa pa Ar Mb dun eke eeu ate d bao T Da Eco SR awa medi 11 FIGURE 11 MAIN SCREEN OF THE CHART MODULE 12 FIGURE 12 VIEW SCREEN OF THE CHART MODULE HH mech e mh he rans 13 FIGURE 13 UPDATE BUTTON IN CHART MODULE ccccecceccecceceuceecceceeeeueeueeueeueeueeueeueeueeuneuseuseuseueans 15 FIGURE 14 REPORT MODULE RD Cn deiade E 16 FIGURE ES REPORT LAB adeb tanner EP E erc e eM agente 16 FIGURE 16 SELECTING A GROUPING FOR A 17 FIGURE 17 COMPATIBILULY MATRIX xiii x dcc Ka o edo ow E cn ow e anata ae cae c i i e a te 18 FIGURE 18 PREVIEWING THE REPORT E C o ee ad rein Exc Ced e PUR Ee FERRO De ER ds 19 FIGURE 19 REPORTS WINDOW WITH PROPERTIES FOCUS ON THE TITLE FIELD enn 20 FIGURE 20 FORMATTI NG STYLING TEXT ENTRIES
39. nded USD 181 Level Imphernenter 2nd Level Implementer Arminisirative Renon Assel Type Beneficiary Types Contract Reference Cross Cutting Themes Data GQualty Grade Data Quality Reason Disangregate Budget District Expended Cost Type Funding Agency Funding Agency Type Funding Type implementan Status Implermenter KP Indicators MOG Month Year MuliiDonar National Counterpart NDP Pillar Sector PD indicator Pillar Preonty Level Project Proti Nature Project Status Project Type Region Sector ub Pillar Sub Sector Types of Expenditures UHSAS Cross Cutting hemes UNSAS Outcomes UNSAS Sub Outcomes Year Figure 17 Compatibility Matrix 2 4 3 Previewing a Report Look in the Preview section at the bottom of the page in order to view the final structure of the report Figure 18 The Preview will not be ready for viewing unless you have at least one table row defined DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 19 My Profile About Log Off Soomas C DEVELOPMENT ASSISTANCE DATABASE L My Portfolio List Chart Report Help Report Save s 19 A gt Projects 2 MDG Profile b DESSE Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x i Show Details Compatibility Matrix Advanced Search S
40. nts 2 4 6 Re ordering Report Table Components In order to re order report table components follow the steps described below 1 Click the component item that needs to be reordered in the report 2 Select the respective Move Up Move Down Move Right Move Left option from the menu that appears The report generated will maintain the order of the items that was displayed in the Report Designer Figure 23 Show As E 2L Sorting Order d Total d Remove Move i 45 Replace 4 5 Switch Place With Properties Figure 23 Reordering Report Table Components Note If any of these actions is not available the respective option will be disabled in the menu 2 4 7 Sorting Report Table Components In order to alphabetically sort the report table components in Ascending A Z or a Descending Z A order follow the steps below DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 23 1 Click the component item for which the sorting order needs to be changed Select the Sorting Order option from the actions list Figure 24 3 Define whether the report item values should be sorted in the ascending or descending order Please note that selecting the None option from the list removes the sorting criteria N Show As f 2 Sorting Order Fw None Sort Descending Move Right Remove Move To j Replace d 1 Switch Place With Properties Figure 24 Defining the Sorting Order 2 4 8 Removing a Report Table
41. ourg 15 Dec 2012 15 Dec 2012 IDPS MINORITY GROUPS IN SOMALILAND Caritas Switzerland Luxembourg SOM 001156 Improved livelihood for drought and conflict affected communities and IDP locations in North Caritas Switzerland Luxembourg 15 Dec 2012 15 Dec 2012 West Somalia Caritas Switzerland Luxembourg SOM 001155 Improovement of Water Sanitation and Hygiene facilities and services for Mandheera prison in Caritas Switzerland Luxembourg 27 Nov 2012 02 Dec 2012 Mandera Saahil region Somaliland Caritas Switzerland Luxembourg SOM 001154 5 12 0161 German Natcom WASH 28 Jun 2012 123456789 10 Next gt gt COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 1 My Portfolio Module 2 1 1 Accessing the My Portfolio Module Click the My Portfolio tab to access the My Portfolio module Figure 2 My Profile About Log Off Soomaal DEVELOPMENT ASSISTANCE DATABASE E My Portfolio List Chart Figure 2 My Portfolio Tab When you access the My Portfolio module you are presented with the list of draft and submitted projects that you have permissions to manage The information displayed in the My Portfolio DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 6 module for each project includes the following Project ID Project Title Updated By Updated On Ready for Submission and Submitted On 2 1 2 Project Submission Workflow in the My Portfolio Module Each project created in DAD Somaliland either from the My Portfolio module or
42. ports to the desired format Word Excel etc or print them out 2 5 1 Setting Report Options In the List and Report modules you can define whether the numeric values should be displayed thousands millions etc In order to set the report options follow the steps below 1 Click the amp Set Options button in the top toolbar An Options window Figure 26 will appear 2 Define the format in which the numeric values should be displayed i e whether the original values should be displayed or they should be shown in thousands millions etc This prevents large numeric values represented by many zeros from taking a lot of Space in the report Ex x Show numeric values in original Ok Cancel Figure 26 Setting the Chart Report Options 3 Click the OK button for the changes to take effect 2 5 2 Saving Reports There are two ways of saving a report in the DAD Somaliland application You can save a newly created report or save a copy of an existing report with a different name in a different location or with a different content In order to save the report created follow the steps below 1 Click the E Save button on the top right side of the screen A Memorize Report window Figure 27 will appear 2 Define the report name in the Memorized Name field in English and Somali DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 25 Memorized English Somaliland Report Somali Include under
43. tional Counterpart Administrative Region Sector Pillar Year PUBLICCHARTS MYCHARTS 00 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 9 Chart Module 2 3 1 Accessing the Chart Module Click the Chart tab to access the Chart module Figure 10 com My Profile About Log Off Soomaal DEVELOPMENT ASSISTANCE DATABASE Im My Portfolio List Chart Report Figure 10 Chart Tab 2 3 2 Chart Options You may define any set of options to generate the chapter The following options are available in the screen of Chart module Figure 11 DAD SOMALILAND ANALYTICS TOT TRAINING MANUAL 12 DE My Profile About Log Off Soomaa EVELOPMENT ASSISTANCE DATABASE My Portfolio List Chart Help Chart BE Save As B A a 8 gt Projects a _ O _ _ _ _ MDG Profile Main t Series Show ondar Advanced Search Chart Types Char Count cmo pdate Reset default Filter by Sector Remove Filters View Criteria Implementation Status Project Type 150 National Counterpart 120 Administrative Region Pillar Year 90 More Fi TE PUBICCHARTS 000000000000 t Funding Agency 1st Level Implemente Filters 2006 2009 2010 2011 2012 2013 Other m ce ce N 2004 2005 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 11 Main Screen of the Chart Module 1 C
44. w Funding Agency Title Committed Project USD Africa Educational Trust AET 2 048 153 Advanced Search Alexander Bodini Foundation 10 000 2 Australia 1 623 485 Remove Filters View Criteria Austria 367 472 Filter by Bureau of Population Refugees and Migration PRM USA 900 000 Implementation Status Project Type FH Canada 396 806 Funding Agency 1st Level Implementer Luxemburg 757 115 National Counterpart EZ Common Humanitarian Fund CHF 10 335 000 Administrative Region Sector am Denmark 30 220 011 Pillar FAO 749 079 Year More Filters Finland 5 518 082 a Finnchurch Aid FCA 1 659 366 Alliance 1 937 578 EWS 7 Mi Geta Funa or HIV 52452615 Sector Project SOM 001002 C 2010 0124 Global Fund Halting and reversing the spread and reducing the impact of HIV 22 533 328 50 001003 5 2010 0299 Global Fund Malaria 8 183 663 SOM 001133 Human Resouces Component of HIV AIDS and Reversing the Impact of HIV AIDS in the three zones of Somaliland 1 923 961 Puntland and South Central SOM 001136 GLOBAL FUND Round 7 TB HIV Activities 1 240 437 SOM 001137 Health Systems Strengthening in Round 8 HIV Global Fund Grant Essential Medicines Management amp Quality 405 600 Control component SOM 001153 5 120145 Global Fund Malaria 18 171 625 Government of Japan 85 503 849 B 18 943 044 _ COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 6 Expan

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