Data analysis and reports in ActivityInfo

Welcome to the course “Data analysis and reports in ActivityInfo”. This is a compilation of various sessions for professionals interested in analyzing data and creating reports such as Pivot Tables, Maps, Notebooks and Dashboards in the ActivityInfo platform.

For an in-depth course on the use of Formulas, please take a look at the course "Working with formulas for data quality".

To explore integrations with external visualization tools and the ActivityInfo API, please take a look at the course "Working with the ActivityInfo API, Power BI, and R"

These are free training sessions provided by the ActivityInfo team.

Are these sessions for me?

  • Are you responsible for information/data management activities and reports creation in your organization?
  • Do you wish to explore the potential of data analysis in ActivityInfo, expand your knowledge and create more advanced structures?
  • Do you want to use ActivityInfo to analyze and visualize your data?

Then, get started with these sessions!

Analyzing your data

During this session, we take a look at data analysis and data visualization using the built-in tools in ActivityInfo. We discuss the key functionalities that enable you to combine your data, and we go over the different kinds of reports (such as pivot tables, charts and maps) that you can create using ActivityInfo. We also go over how you can consolidate multiple reports so that you can have a comprehensive overview of your data and your projects' progress or impact.

In summary, we explore:

  • A framework to guide your data analysis in ActivityInfo
  • Types of analysis you can do with your data in ActivityInfo
  • Reports you can create in ActivityInfo: pivot tables, charts and maps
  • How you can consolidate multiple reports using Notebooks and Dashboards
  • How you can disseminate your analysis (sharing and publishing your reports)
  • How to integrate ActivityInfo with other analytical software for further analysis (e.g. Power BI and R)
  • Examples of analyses you can do across various use cases

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Designing reports with Pivot tables in ActivityInfo

In this session, we dive in the details of Pivot Tables in ActivityInfo. We start from the beginning to make it easy for everyone to use Pivot tables and understand the capabilities of this type of analysis. We also explore various visualization options to present the impact of your work.

In summary, we discuss:

  • Understanding dimensions and measures
  • Combining results form multiple forms
  • Working with dates
  • Visualizing results with charts
  • Measuring impact over time

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Understanding formulas and Pivot Tables for Calculated measures

In this foundational session, we dive into the fundamental concepts of data analysis, focusing on formulas and pivot tables. By mastering these, you gain a strong foundation for understanding and leveraging calculated measures to derive valuable insights from your data.

In summary, we explore:

  • Designing a pivot table using ActivityInfo
  • Using formulas in ActivityInfo
  • Calculated measures in ActivityInfo
  • Adding a filter to a pivot table

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Working with Calculated measures

In this second session on Calculated measures, we explore their use for advanced analysis with pivot tables.

In summary, we explore:

  • Combining data from different forms into a single measure
  • Utilizing different types of aggregations in the same measure
  • Aggregating data at multiple levels for comprehensive insights

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For an in-depth Q&A session please take a look at this recording.

Introduction to Calculated tables for data analysis

We explore a variety of table functions and practical examples that illustrate the real-world applications of Calculated table of advanced data analysis in ActivityInfo.

In summary, we explore:

  • Tables as the building blocks of data analysis in ActivityInfo
  • Transforming your data into a more manageable structure
  • Combine, transform, and manipulate data tables for meaningful insights
  • Table functions
  • Practical examples with real-world scenarios

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For an in-depth Q&A session and more examples, please take a look at this recording.

Creating thematic maps with ActivityInfo

During this session we go over maps in ActivityInfo as a tool for visualizing data and communicating results.We look into using maps to display various aspects of your programmes and to collaborate on interventions.

Some of the key points we cover are:

  • Designing 3W maps
  • Mapping quantitative indicators
  • Supporting needs assessments with maps
  • Crowd-sourcing and sharing geographic data
  • Sharing and collaborating on maps
  • Publishing interactive maps and including them on your website

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Introducing Dashboards

During this session, we look into the Dashboard layout in ActivityInfo. Effective Dashboards allow managers and decision-makers to quickly identify issues and problems for attention at a glance. The new Dashboard layout helps you author visualizations that are more compact and dense –as they are placed on a grid– compared to the Notebook layout.

In summary, we look into the use of Dashboard for:

  • Tracking project indicators against targets
  • Highlighting areas with greatest needs from assessment surveys
  • Monitoring data quality and data completeness

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Using notebooks for comprehensive data analysis in ActivityInfo

During this session we explore Notebooks in ActivityInfo. ActivityInfo's and how they can be used to conduct a comprehensive analysis of data collected with ActivityInfo or stored in the system.

In summary, we demonstrate how you can use Notebooks for:

  • Needs assessments
  • Survey analysis
  • Situation reports
  • Regular donor reporting

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More resources: