Dashboard Graphs

The Business Intelligence Dashboard, Data Visualization and Dashboard Graphs are all phrases for the same feature in Prime. This is the way that you can turn raw data into information that can be used by the Project Director, Litigation Coordinator, Unit Heads, Managing Attorneys, Development Director, Compliance Officer, Volunteer Attorney Coordinators, the Board and the Public.

It takes information that would normally be spread out over multiple reports and puts it into one place. Rather than exposing the user to streams of numbers, it gives them easy to understand graphs that allow them to get a visual picture of the data. This helps them to recognize trends, understand priorities and pinpoint problems. You can use these graphs to compare multiple years. You can also choose to see the raw numbers if you want to.

But running static, preprogrammed graphs would have limited use. Instead, these graphs can be modified by the user by changing: 1. Dates

2. Offices

3. Units

4. Type of Case

5. Problem Codes

6. Staff Members

7. Funding Code

8. County

Instead of seeing just plain numbers, the user can see ranges, lists, calculated values, top 10 values and compare multiple years on the same graph.

Graph Organization Grouping

1) Open Cases

2) Closed Cases

3) Eligibility

4) Callback

5) PBI

6) Time

7) Outcomes

8) Multiple Years

Using the Dashboard

1) The Dashboard is behind security because some offices might want to restrict who can run this. You have to give a user a role that is either Admin or Dashboard Graphics to be able to use this feature.

2) Once permission is granted, the user can access the dashboard from either:

i) The Ribbon Bar, under Reports, or

ii) From the Touch Tiles, under Reports.

3) There are four major parts to the Dashboard.

i) Blue Control Bar (at the left) is where most of the graph features are controlled. For some features you have to choose a graph before you can see some of the features. You can control:

(a) Type of Graph – So you know what type of Graph you are looking at

(b) Table of Contents – Returns you to the TOC

(c) Help – General Help on using the Dashboard

(d) Conditions is where you restrict the data that the graphs use. Because of the ability to control so many things, the graphs are much more flexible than the 76 choices seem to indicate. You can set:

(i) The dates the graph applies to.

(ii) Funding code(s)

(iii) Staff member(s)

(iv) Counties

(v) Office(s)

(vi) Unit(s)

(vii) Case Type(s)

(viii) Problem Code(s)

(e) You can use more than one value for each of these by:

(i) Entering a range

1. A range is a continuous set of values including a starting and ending value.

2. For example: 30-39 next to Problem Code would provide all the family law cases, since they have codes from 30 to 39.

(ii) Entering a List

1. A list is a set of discrete values.

2. For example: putting 7, 9 next to staff number would give you the cases of staff number 7 and 9.

(f) Update Graphs allows you to change the conditions and update the graphs you see without leaving the page.

(g) Print Graphs Button – Immediately prints the Graphs and the Blue Bar with the Conditions, however:

1. It will print two pages with nothing on the second page except part of the border.

2. Tell the Print command to only print the first page.

3. Clicking on Zoom allows you to print a single graph.

(h) Close the Form

ii) TOC is the Table of Contents Page. It is the home screen for the Dashboard and allows you to choose which set of graphs you want to use. Return to it to make a different selection.

iii) When you choose a graph set, the Multi-Graph Page opens. This displays the graphs. You can also display a Key explaining the codes on the graph or an explanation of the graph. The Zoom icon blows up the single graph to full size.

iv) Click Zoom to enlarge a single graph and click it again to shrink it down. An additional Printer icon allows you to print the single graph or see the numbers the graph is based upon.

v) A multi-year graph allows you to compare trends across multiple years.

Summary

The Business Intelligence Dashboard turns data into information. It gives you a visual picture of what your office does. It lets you compare different services in your program. It’s like numeric reports but gets out information more quickly, gives you more information, and makes the information easier to understand and compare. It allows users to run it on a regular basis to recognize trends and changes, check your intake system, make sure offices are solid, see why you are denying services and insures you are following your priorities.