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To learn more about Data360, we offer several options:

  1. We encourage you to read our Tutorial, which you will find below.  
  2. Dive right into the program and use the search feature.  By pressing the "?" at the top of every page, you will be directed to the appropriate section of this Tutorial. 
  3. Finally, you can help us both learn by sharing your thoughts about this program.  Please email us your comments to tom@websterpacific.com

Welcome to the Data360 Tutorial

Important Concepts to Data360

  • Administrator:  The Administrator (also called "Admin") is the person who creates the Organization.  Before you can create an organization, you must first become a User.  Click on Login and then click on “Create New Account.”  All setup for the Organization must be completed by the Admin.  This includes all items and tasks described below, with the exception of the work done by the Updaters and the Commenters.

  • Data Set:  A Data Set is a series of values over a period of time.  For example, daily gasoline prices in New York City might be a Data Set (to see, click here ).  Another Data Set would be annual US population.  Another Data Set would be annual US GDP (gross domestic product).  Every value in a Data Set has a corresponding period of time.  The way that time is organized for every Data Set is called either its Frequency of Data or Time Bucket Type.  The bucket analogy we find helpful:  just as larger buckets collect more water; larger time buckets collect more data.  Currently, Data360 allows for the following Frequencies of Data:  Daily, Weekly, Monthly, Quarterly, Annual.  At some point, Data360 will offer Custom Frequencies, such as the 1990’s (a decade) or “1990 to 2000” which might be used to measure absolute changes or Compound Annual Growth Rate. 

  • Updaters/Commenters:  For every Data Set, there will be one and only one Updater.  The Updater is the person who will update the values for the Data Set.  (Version 2.0 of our product will include updating via XML, but, for the time being, the updating will be done by human beings or Updaters.)  The Admin for the Organization will be responsible for establishing the Updaters for each Data Set, as well as for allowing an Updater to Publish Without Approval.  If an Updater has been assigned this Publish Without Approval status, then his or her updates will automatically flow to the Organization’s subsite without prior approval from the Admin.  If you, as an Admin, want additional review of an Updater’s updates prior to those updates being visible on the site, do not select Publish Without Approval.

  • Data Set Groups;  One or more Datasets can be combined into a Data Set Group.  A Data Set Group will always have a graph associated with it.  The graph can be a Line Graph or Bar Graph or a special type of Bar Graph called “Data Set on X Axis” which is used when you want the X axis to show names of Data Sets instead of time values.  For an example, click here .  (Version 2.0 will include a fourth graph type which will be Line Graph with Log Scale on the Y-axis.)  Every Data Set Group must have a corresponding Issue Group.  An Issue Group is a way of organizing Data Set Groups.  Issue Groups are the method for organizing the home page (index) for your subsite. 

  • Graph Group: You may combine one or more Data Set Groups in a Graph Group. A Graph Group is a collection of 1-6 graphs from Data Set Groups displayed together on one page for easy viewing. On every organization's home page (index) each box in the grid section (5 boxes wide by a maximum 10 boxes tall) shows one Issue Group and under it all the related Graph Groups.  (Every Graph Group contains one or more Data Set Group and every Data Set Group must have an Issue Group).

  • Print Group: A Print Group is your report to share with your constituents.  It is a series of Graph Groups, Data Set Groups and uploaded PDF files that are combined into a PDF document that can be easily shared.  (To see an example, click here .)  In the current Beta Version of Data360, the file size of the PDF for one Graph Group is about 350kb.  (Version 2.0 will see an option for reduced file size of print group PDFs).  We recommend that you combine a maximum of 30 Graph Groups in any one Print Group and please be prepared for longer than normal wait times during PDF creation.  Uploaded PDF files might include a letter of introduction, an explanation of particular graphs, or any other PDF files of your choosing.

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PUBLIC SIDE OF DATA360 

index - Home Page

When you log onto Data360, you will see an icon or text in the upper left corner.  This icon/text indicates the Organization you are viewing.  By going to http://www.data360.org, you are viewing the Data360 Organization.  However, if you went to, for example, http://newco.data360.org, you would be viewing the Newco Organization and would see their logo in the upper left corner.

The Menu Bar at www.data360.org has three Menu Tabs:

  1. Data360.  (index)  View the specific information that has been organized by the Data360 Organization, including Data Sets, Data Set Groups, Graph Groups, Print Groups, About Data360 and Staff.`
  2. My Data.  (my_roles)  This section is only viewable if you are a User of the Data360 site and have logged onto the site.
  3. Organizations.  (organizations)  This section lists all the Public Organizations within the Data360 site.
  4. Admin.  (adm_dataset)  If you are logged in and you have administrative rights to any organization, you will also see a button labelled "Admin" to the right of the Organizations button.  Clicking on the Admin button will take you the Administrative side of the Organization you are viewing.
  5. ? (using_p360)  On every page, you will find a question mark on the right side of the Menu Bar.  Clicking that question mark will take you to the appropriate section of our tutorial.

In the upper right part of the screen, above the Menu Bar, you will find three sections:

  1. A search field, which is set to search all search fields within all Organizations.
  2. The Data360 logo.  The Data360 logo remains in the upper right corner of the screen everywhere on the entire Data360 site and all subsites.  Clicking the Data360 will always take you back to the main home page (index) for the Data360 Organization.
  3. A login button.  Becoming a Data360 User is free.  The benefits of becoming a Data360 are the following:
    1. You can use the MyData360 section.
    2. You can create an unlimited number of Public Organizations, as long as you abide by Data360’s Terms of Service.  All Public Organizations are viewable by anyone with access to the internet; although Data360 is not presently planning on selling advertising anywhere on the site, that decision may be reviewed in the future.  In addition, Data360 is not placing limits on the amount of data that may be stored on the site, but that decision may be reviewed in the future.  Data360’s revenues will come from Private Organizations, which will have access to all of the information in the Public Organizations.  To create a Public or Private Organization, click here .

Screen Codes (ie index) are applicable to every Organization (ie newco.data360.org or www.data360.org ).  To repeat:  every Organization uses the same Screen Codes that will be described in this tutorial.

Just under the Menu Tabs and Sub Tabs, there are two components:

  1. A Featured Text area, which is specific to each Organization.  For www.data360.org, the featured text area begins with the text, "Welcome to Data360!  The collaborative trend tracking site...."
  2. A Featured Graph, also known as a Featured Data Set Group, which is specific to each Organization.
Under the Featured Text and the Featured Data Set Group, you will find a grid of information about the Organization.  The grid is 5 boxes wide and a maximum of 10 boxes long.  Each grid box has an Issue Group in the shaded blue section at the top of the box and, underneath, a list of the corresponding Graph Groups. 
  • Clicking on any Graph Group will take you to that specific Graph Group page (graph_group).
  • Clicking on any Issue Group will take you to the page (issue_group) listing all the Data Set Groups and Graph Groups within that Issue Group.

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search - Search Data360

 
This page allows you to search for a particular item within Data360. There are three general types of searches that you may perform.

-A Data360 Search looks for items that contain your search term within the Data360 Organization.

-A MyData360 Search looks for items that contain your search term within the Data360 Organization as well as within any other Organization of which you are a member.

-An All Public Data360s Search looks for items that contain your search term within all Public Data360 Organizations.

 You may choose to search for all types of data, or you may choose to specify which type of data you want (eg Data Set, Data Set Group, Graph Group, etc.)

 

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organizations - Public Organizations

On this page, you will find a list of all Public Organizations within Data360 along with a description of each Organization. Clicking on the name of an Organization will bring you to the homepage of that Organization.

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ds_list - Data Sets List

This page displays a list of all Data Sets within the Organization that you are viewing. On this page you can find the Data Set Name, Data Set Number, Updater, Frequency and Source for each Data Set.

  • Click on the “+” symbol to the left of the Data Set name to view the Data Set Groups to which each Data Set belongs. The Data Set Groups will appear indented beneath the Data Set name.
  • This page can be sorted in ascending or descending order by any of the columns that have an underlined title by clicking on the column title. The default sorting is alphabetical by Data Set Name.
  • There is a search box in the upper right portion of the Data Set table. To search for a Data Set, simply enter the terms for which you would like to search. Only the Data Sets for the current organization will be searched.
  • To view a Data Set, click on the name of the Data Set that you would like to view. This will take you to the Public view of the Data Set (dataset...below).

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dataset - Data Set Detail

This page displays the details of a particular Data Set that you have chosen.

  • The Data Set name is listed at the top.
  • Next, you'll see the DSG's of which the Data Set is a part.
  • Next, you'll see a button titled "Generate CSV." Pressing this button will generate an Excel file in CSV format containing all of the data from this Data Set.
  • Data Set details include: Data Set Name, Units of Measure, Date of Last Update, Source, Source URL, name of Updater, email of Updater and Data Set Legend.
  • All the data is then listed below, with the left column for the time buckets and the right column for the values.
  • Notes about the Data Set appear at the bottom.

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dsg_list - Data Set Groups List

This page displays the list of all of the Data Sets Groups within the Organization that you are viewing.

  • To view the Data Set(s) within each Data Set Group, click on the “+” symbol to the left of the Data Set Group name. The Data Set(s) will appear indented beneath the Data Set Group name with the frequency and source information listed.
  • This page can be sorted in ascending or descending order by any of the columns that have an underlined title. To sort based on a particular column, click on the column title. The default sorting is alphabetical by Data Set Group Name.
  • In the blue box on the right side of the heading at the top of the page, there is a search box, which can be used to search for a particular Data Set Group within the current Organization.
  • To view a Data Set Group, click on the name of the Data Set Group that you would like to see. This will take you to the Data Set Group detail page (dsg...see below).

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dsg - Data Set Group Detail

This page displays the detailed view of the Data Set Group that you have chosen. The graph of your Data Set Group is displayed at the top left of the page, along with additional information in the upper right of the page, including:

  • The Data Set Group name.
  • The Issue Group in which this Data Set Group can be found.
  • The Graph Groups where this Data Set Group can be found.
  • The Data Sets used in this Data Set Group are displayed below the graph.

Actions possible:

  • To generate a PDF of this Data Set Group, click the “PDF” button. Your PDF will appear in a new window.
  • To generate an Excel CSV file of the data in this DSG, select the “Generate CSV” button.
  • To be redirected to the full view of any Data Set within this Data Set Group, click the “View Data Set” button corresponding to the Data Set that you would like to see.

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issue_group - Issue Group Information

 This page lists the Graph Groups and Data Set Groups in the selected Issue Group. You may access any of the Graph Groups or Data Set Groups within this Issue Group by clicking on the desired Graph Group or Data Set Group name.



gg_list – Graph Groups List

This page displays a list of all Graph Groups within the Organization that you are viewing. Here you will see information regarding the number of graphs in each group, the page layout (Landscape or Portrait), orientation on page (stacked, grid or column), the name of the person that comments on each graph group and a link to the sources for each graph group.

  • To view the Data Set Group(s) within each Graph Group, click on the “+” symbol to the left of the Graph Group name. The Data Set Group(s) will appear indented beneath the Graph Group name with the frequency and Graph Type listed.
  • This page can be sorted in ascending or descending order by any of the columns that have an underlined title. To sort based on a particular column, click on the column title. The default sorting is alphabetical by Graph Group name.
  • To view a Graph Group, click on the name of the Graph Group that you would like to see. This will take you to the view of the selected Graph Group.
  • To view all of the sources for a Graph Group, select that Graph Group’s “Sources” link.

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graph_group - Graph Group Detail

This page displays the graph or graphs in the selected Graph Group. The top of the page displays the name of the Graph Group. Each graph is, literally, a Data Set Group. Clicking on a graph (DSG) leads you to that particular Data Set Group. Notice that every graph used anywhere on the Data360 site has a title, as well as the name of the subsite that created that graph.


At the bottom of this page are Comments and Sources. The Comments box is on the lower left and displays the most recent comment made by the Graph Group’s Commenter (assigned by the administrator of the Organization). To see all comments, click on the word "Comments" at the bottom of the box. To Sources box is on the bottom right. This box lists the Data Set name, original source and the Organization from which each Data Set included on this page was taken. Many Graph Groups have sources too large to include in this box. To view a full list of sources for the Graph Group, select the “Sources” link.

Actions:

  • Click "PDF" to generate a PDF of this Graph Group.
  • If you are an Administrator of this Organization, you will see an Admin button which you can click to Administrate this Graph Group.

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sources - Graph Group Sources

This page lists all of the sources for the Graph Group. On this page you can find the Data Set Group Name and Data Set Name for each Data Set Group and Data Set used within this Graph Group as well as the name of the source and the source URL for each Data Set if this information was provided during the creation of the Data Set.

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gg_comments - Graph Group Comments

This page lists all of the comments for the Graph Group. On this page you can also find the name and email address of the person that made each comment as well as the date that the comment was made.  Additionally, you can create a PDF file of the Graph Group comments by clicking “PDF.”

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download - Print Groups List

This page displays a list of all of the Print Groups within the Organization that you are viewing.

  • To view the Graph Groups, Data Set Groups and Uploaded PDFs within each Print Group, click on the “+” symbol to the left of the Print Group name. The Graph Groups, Data Set Groups and Uploaded PDFs will appear indented beneath the Print Group name.
  • This page can be sorted in ascending or descending order by any of the columns that have an underlined title. To sort based on a particular column, click on the column title. The default sorting is alphabetical by Print Group name.
  • To view a Print Group, click on the name of the Print Group that you would like to see. This will generate a PDF of that Print Group that has to most up-to-date information for each sub-component of the Print Group.
  • To view a static PDF, which only includes current information up to the day that the PDF was generated, select the “Static PDF” link to the right of the Print Group name. The date that the Static PDF was “published” indicates the most recent date that the information in the PDF could have been updated.   This feature allows Organizations and their constituents to all be looking at the same information.
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org_descr - Organization Description

This page displays a description of the Organization that you are viewing. This description is written by the Admin of the Organization that you are viewing , and may contain links to other websites inside or outside of Data360. 

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staff- Staff page

This page displays the list of the staff for the Organization that you are viewing.  Staff members include:

  • Updaters for Data Sets
  • Commenters for Graph Groups
  • Admins of the Organization that you are viewing.

Listed on this page are the first and last names and email addresses of each staff member.

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new_account - Create New Account

 Creating a new account with Data360 is quick and easy. Simply supply your name, company (if desired), email address and a password and click “Create Account.”  An email will be sent to the email address provided. Simply click on the link in the email that you receive in order to activate your account and begin benefiting from being a member of Data360. Your email address will be used as your login.

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thanks - Thank You for Signing Up (note: still says P360)

 Thank you for signing up for Data360. Simply click on the link in the email that Data360 sends you shortly to activate your account. You may then take advantage of all of the benefits of being a member of the Data360 community!

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login - Enter Login Information

 Please enter your login information in order to access your account. If you do not yet have an account with Data360, click “Create new account.”

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forgot - Forgot Password

 If you have forgotten your Data360 password, simply enter your login email address and click “Submit.” Your password will be sent to you immediately via email.

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password - Password Emailed

 Your password has been sent to your login email address.

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My Data360 page

Five subtabs are available from this page.

  • View My Roles (my_roles)
  • Update Subscriptions (subscriptions_update)
  • Update Profile (userprofile)
  • Create New Organization (create_organization1)
  • Admin My Organizations (my_admin)

my_roles -  View My Roles

This page has an upper section and a lower section.

The upper section of this page is for the following:

  • Invitations to join Private Organizations
  • Invitations from any Organization to be an Administrator, Commenter or Updater
  • The upper half will not

You can decline any invitation.  If you accept an invitation to join a Public Organization, your contact information will be shared with the public.   While you are considering any invitation, your personal contact information will not be shared.

The lower section of this page is for the Organizations of which you are a part. 

  • Organization:  Click on the name of the Organization to go to that Organization.
    • Click on the “+” to the left of that Organization to see the roles you have within that Organization.
  • Public/Private
  • Role:  Role can be User, Updater, Commenter or Admin.
  • Page Type:  Can be Organization (of which you are a member), Graph Group (for which you are a Commenter), Data Set (for which you are an Updater)
  • Component is the name of the Data Set, Graph Group or Organization of which you are a part.
  • Remove permission is where you can remove yourself from the selected Role.
  • Allow Organization Access to My Email Address.
    • Default setting is “Yes”.  If you do not want to share your Email Address with the Organization, Click the “Yes” and the screen will refresh and it will now show “No.”
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subscriptions_update - Update Subscriptions

This page lets you subscribe to subsites (“Organizations”) that interest you.  Choose from the Organizations on the left side of the page; move them to the right side of the page and click "Submit."  Subscribing to an Organization simply means that a link to that Organization’s page will be added to your My Roles page (my_roles) for easy access.  Your email will be also shared with that Organization, unless you remove their access, which you can do from the My Roles page (my_roles), which is above.

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userprofile - Update Profile

This page allows you to update your personal information. You may modify your name, company information, email address and password. Be sure to click submit in order for the changes to take effect.

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create_organization1 - Create New Organization


This page allows you to create your own Organization within Data360. You may choose to create either a Public Organization or a Private Organization.

To create a new Organization, simply select the type of Organization that you wish to create and click “Create Organization.”

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my_admin -  Admin My Organizations                     

This page allows you to jump from the Public side into the Administrative Side for each of your Organizations. 
  • Clicking on any Organization name will take you to the Admin side of that Organization. 
  • Clicking on the word "Edit" on the right side of the table will allow you to edit the Organization information.

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aboutus - About Data360.  This page is exclusively for www.data360.org and describes our general history and motivation for creating this site.

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contact - Contact Data360

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using_p360 - Using Data360.  This page is for this tutorial.

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pricing - Pricing

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privacy_policy - Privacy Policy

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terms_of_service - Terms of Service

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ADMIN SECTION OF DATA360

create_organization1 - Choose Public or Private Organization  

On this page, you may choose whether you would like to create a Public Organization or a Private Organization. 

It is completely free to create a Public Organization within Data360. If you create a Public Organization, all Data360 users will be able to view and use your data. As the Administrator (creator) of this Organization, you may use data from other Public Data360 Organizations in your Organization.

A Private Data360 Organization is secure and can only be viewed by users allowed access to the Organization by the Organization Administrator (creator). Data from Public Organizations may still be accessed and used within a Private Data360. Private Organizations can have up to 10,000 subscribers and 50 Staff members. Contact Data360 if you have larger requirements. Private Organizations come with a 15 day free trial; you will be contacted by a Data360 representative regarding payment.

 

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create_organization - Add/Edit Organization- Step 1

Enter general information about the Organization that you are creating.  You may edit this information at any time.  You must submit the following information when creating an Organization:

  • Organization Name: How your Organization will be labeled on Data360.  If your Organization is Public, then the Organization name will be listed and searchable along with all other Public Organizations.  For this reason, it may be beneficial to have an Organization name that is descriptive of the content within the Organization.
  • Organization Type: The designation of your Organization, Public or Private, as you specified on the previous page (adm_org_edit1)
  • Subsite Name: The URL that your Organization will occupy.  Your site name will be http://_____.data360.org.  Please note that Data360 retains the authority and ultimate ownership over all subsites.  For further details, see our Terms of Service.

You may choose to also submit supplementary information about your organization, including: 

  • URL:  This is your company's URL, not the subsite URL. 
  • Address
  • Phone
  • Fax
  • Logo: You may upload a file to use as your Organization’s logo. This logo will appear in the top left corner of every page within your Organization.  When users click on your logo, they will be redirected to the home page of your Organization.  The Data360 logo will always be in the top right corner of every page.  Clicking on the Data360 logo will redirect users to the Data360 home page.  Should you choose to not upload a logo for your Organization, then your Organization Name will be listed in the top left corner and will redirect users to your home page when selected.
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create_organization3 – Add/Edit Organization– step 2

Enter text to further personalize your Organization.  The text entered on this page can be modified at anytime by choosing to “edit” your Organization.

  • Organization Description: This text will appear on your Organization’s “About” page (org_descr ).  This text should indicate to users anything you would like them to know about your Organization.
  • Introductory Text: This text will appear at the top of your Organization’s home page, visible to all users.   We recommend using this space as a welcome notice, to inform users on new updates or to give a brief description of your Organization.
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adm_org_edit4 – Edit Organization–step 3

Select a Data Set Group’s graph to be featured on your Organization’s home page (index).  This featured graph will be displayed at the top right of the home page next to your “Featured Text”.  The option to choose a featured Data Set Group is available only in the Edit Organization process. You may choose to update which Data Set Group you use as your featured Data Set Group as often as you like.

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adm_users – List of Users in Organization

The Users list page allows you to view a list of all Users subscribed to your Organization, their contact information, and their roles in your Organization. 

  • To choose a User as an Updater or Commenter, click on the link on the rightmost columns that say either "Updater" or "Commenter" next to the person's name. 
  • To remove subscribers from your Organization, click on the “Remove” link in the rightmost column.
  • To remove all subscribers from your Organization, select the “Remove All Users” button at the bottom of the screen.  Be careful in choosing this option!
  • To export a list of all of the Organization’s subscribers to a CSV file, select the “Export List of Users to CSV” button at the bottom of the page.
  • To invite a user to your Organization, select either the “Invite User” link at the top left corner of the page or the “Invite New” link below the list of users.
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adm_invite_users – Enter users to invite to Org

You can invite anyone to join your Organization, as long as you have the email addresses of the people that you would like to invite.

  • Enter one email address into each text field.  If you require additional space to enter more email addresses, select the “Add Empty Rows” button at the bottom of the page.
  • To insert email addresses from a CSV file, select the “Import Addresses from CSV file” button. 
  • Once you have finished entering email addresses, select the “Send Invitation” button.  An email will be sent, notifying the individuals you have invited that their presence is requested in your Organization.  They will then be prompted to “Accept” or “Decline” your invitation.
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adm_user_updater – Choose User as Updater

Choose the Data Set(s) for which you would like the selected User to become Updater. 

  • A notification email will be sent to the user regarding their requested status as Updater.  The name of the Updater will appear as “pending” on the Data Set until the User has accepted this role.  If the User rejects the role, then “No Updater” will be listed in place of the Updater’s name on the Data Set.
  • An email notification will be sent to the Organization’s Admin when the User has accepted or rejected the role of Updater.
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adm_user_commenter – Choose User as Commenter

Choose the Graph Group(s) for which you would like the selected User to become Commenter. 

  • Notification will be sent to the user regarding their requested status as Commenter.  The Commenter will appear as “pending” on the Graph Group until the User has accepted this role.  If the User rejects the role, then “No Commenter” will be listed in place of the Commenter’s name on the Graph Group. 
  • An email notification will be sent to the Organization’s Admin when the User has accepted or rejected the role of Commenter.

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adm_ds_report – Data Set Detail

This page displays the detail of a particular Data Set.

  • To edit this Data Set’s general information or data points, select the “Edit Data Set” button.
  • To see how this Data Set will be viewed by the public, select the “Public” button.  This will redirect you to the public view of the Data Set.
  • To obtain a copy of this data for your own use, select the “Generate CSV” button.  This will generate an Excel file in CSV format containing all of the data from this Data Set.
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adm_ds_copy – Copy Data Set step 1 of 2

The Data Set copy feature allows you to create multiple Data Sets at the same time.  Each Data Set is created with the same format (frequency of data, start date, units of measure, symbol, and sources). This page allows you to choose to copy one previously submitted Data Set many times, after which you may edit each copy in order to upload the appropriate data.  Data360 will automatically place both the original Data Set and all of the Data Set copies into one Data Set Group and that Data Set Group is then placed as the only DSG in a new Graph Group.  The Copy Data Set feature greatly speeds up the process of building a graph for a graph type Data Sets on the X-axis.  For an example, click here.

  • You can create up to 10 identical copies of the original Data Set.
  • Enter a Data Set Group name just as if you were creating a Data Set Group in the traditional manner, using adm_dsg_edit1 .  The name for the Data Set Group will hold all of the Data Set copies that you make.
  • Choose an Issue Group for this Data Set Group using the pull down bar labeled “Issue Group.”
  • Choose a “Type of Graph,” which will indicate your graphical display preferences.
  • Choose an “Orientation on Page."
  • You will also need to choose a name for the Graph Group that will be created using the above formed Data Set Group.  You will also need to choose a “Commenter” and the “Orientation on Graph” just as you would if you were creating a Graph Group in the traditional manner.

When you have submitted all of the above information, select the “Copy” button.  To cancel the copy process at any point in time, select “Cancel”.

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adm_ds_edit13 – Copy Data Set step 2 of 2

Your Data Set copies are about to be created, but before they can be generated you will need to provide labels for each copy.

  • For each Data Set copy, enter a “Data Set Name” and “Legend” into the editable text fields next to each copy.
  • If you would like to delete any of the copies that you have made, check the box next to the appropriate copy.  Continue entering the information for all other copies.  The appropriate copy will be deleted once you press “Submit”
(jaa 9/21/06; tmp 9/23/06)

adm_dataset – Data Sets List

This page displays a list of all Data Sets within your Organization.  On this page you can find the Data Set Name, Data Set Number, Updater, Frequency and Source for each Data Set.

  • To view the Data Set Groups to which each Data Set belongs, click on the “+” symbol to the left of the Data Set name.  The Data Set Groups will appear indented beneath the Data Set name.
  • To create a new Data Set, click on the link labeled “New Data Set” below the Main Menu tabs at the top of the screen.
  • To view a Data Set, click on the name of the Data Set that you would like to view.  This will take you to the Admin view of the Data Set.
  • To update only the data in a Data Set, select the “Update” link for the Data Set that you wish to update.  This link will take you to a page where you can update your data manually or import data from a CSV file.
  • To edit any of the information for your Data Set, click on the “Edit” link next to the Data Set that you would like to edit.
  • Once you have expanded the "+" symbol for a Data Set, you can:
    • Update the data for all the Data Sets within the Data Set Group by clicking "Update"
    • Edit the Data Set Group information by clicking “edit” for that DSG
  • If you would like to make copies of a Data Set, enabling you to alter the Data Set names and legends for your copies, select the “copy” link to the right of the corresponding Data Set.  Once you have copied a Data Set, you can go back to edit or update the data and labels of both the original Data Set and the copies. 
  • This page can be sorted in ascending or descending order by any of the columns that have an underlined title.  To sort based on a particular column, click on the column title.  The default sorting is alphabetical by Data Set Name.
(jaa 9/19/06; tmp 9/23/06)

adm_ds_edit1 – Add/Edit Data Set- Step 1 of 3

On this page, you will enter general information about your Data Set. For each data set, you must provide the following:

  • Data Set Name: How the Data Set will be labeled whenever it is referenced.
  • Data Set Legend: The legend label for this Data Set when the Data Set is graphed.
  • Frequency of Data: How often the data is reported.  The options are Daily, Weekly, Monthly, Quarterly or Annually.
  • Start Date: The date of the first (earliest) data point.
  • Units of Measure: The label for the Y-axis of your graph.  Examples of Units of Measure are: Millions of Dollars, Percent, Barrels, etc.
  • A Symbol should be added if you would like a character or text before or after the numbers in your raw data set, such as “$” or “lbs”.

 

Next, you must indicate whether the data is calculated or not. When inputting data into Data360 you can either input new Data or you can calculate your data points using the information in other Data Sets.

  • If you are planning to input new data yourself, choose “Not Calculated.”
  • If you would like to do calculations on one or more existing Data Sets to create a new footed Data Set, such as GDP North America (sum of: GDP USA, GDP Canada, GDP Mexico) or GDP Growth Rate (formula for growth rate), then select “New Column Calculated Data Set”. 
  • If you would like to convert existing Data Sets from one frequency to another, such as making GDP United States-Quarterly into GDP United States-Annually, then select “Time Period Calculated Data Set”.

At Data360 we try to ensure the credibility of the data on our site.  In order to give fellow users an idea of where and how you obtained your data, we ask that you provide information on the source of your data.  The more information you provide in this section, the more credible your data will appear to the users that view your Organization.

  • Source: Enter the company, organization, newspaper, etc. from which you received this information.
  • URL: If your information was taken from the Internet, please provide the URL where users can find the original data.
  • If you have the phone number, email address or fax number information for the source from which your data was collected, or if you would like to publish your own contact information, please enter this into the corresponding text fields.
  • If there are any notes pertaining to the data that will be entered, the source of the data or any other information in this Data Set, please enter the notes in the final text box on the page.
(jaa 9/18/06, 9/19/06)

adm_ds_edit12 – Add/Edit Data Set- Step 2 of 3

The second step in creating a Data Set is to choose an Updater. The Updater will have access to the Data Set and can edit the Data Set at any time.

  • Double click on the name of the person in the left-hand column that you wish to act as the Updater for this Data Set.  You can also highlight the desired name and use the arrow button to move the name to the right-hand box.

Note that you will only need to pick an Updater for “Not Calculated” Data Sets as the updaters for the Data Sets used within calculated Data Sets are responsible for updating the Data Sets used within the calculation.

(jaa 9/18/06, 9/19/06) 

adm_ds_edit2 – Add/Edit Data Set- Step 3 of 3

The last step in creating a Data Set is to input the appropriate data. From this screen you may either input data manually or import data from an Excel file.

  • To input data manually, enter data into the text boxes to the right of the appropriate dates. Please note that numbers between -1 and 1 must be entered with a zero before the decimal. For example, you must enter 0.15 rather than simply .15.
  • To browse for and upload data from an existing Excel CSV file, click “Import Data From CSV File.”
  • To add additional rows to make room for entering more data manually, click “Add Empty Rows.”
  • To view all data, select the “View All Data” button.
(jaa 9/18/06)

adm_import – Upload CSV File for Data Set

This page allows you to upload a CSV file of data points for your Data Set.  Data points must be entered into the CSV file in the first two columns (A, B) only with no header (data begins in row 1).  The date should be entered into column A and the corresponding data into column B.  Dates should be in MM/DD/YYYY format and data should be formatted as a “number” with no commas or symbols separating the digits.

  • To upload a CSV choose the “Browse…” button.  Please select an Excel file that has been saved as a “CSV” to upload.  Make sure there are no symbols in the name of the file, including periods.  Once you have chosen your file, highlight the file name and select “Open”.  The file name should appear in the text field next to the “Browse…” button.  To finish the upload process, select the “Upload” button.  You will be directed back to the previous page and your data will be entered into the appropriate fields on this page.
  • If you have decided that you do not want to upload data from a CSV file, select the “Back” button.  You will be redirected to the previous page.
  • To cancel the creation of your Data Set, select the “Cancel” button.  You will be redirected to the list of all Data Sets.

(jaa 9/17/06, 9/19/06)

adm_ds_edit4 – Add/Edit Data Set (Calculated)- Step 2 of 3

During the creation of a Simple Calculated Data Set, you will be prompted to choose the Data Set(s) on which you would like to perform your calculation.  This screen lists every Data Set within your organization that matches the frequency specified during step one.

  • You may search for Data Sets from other Public Organizations to use in your calculation by using the Search box at the top of the page.  
  • Choose the Data Set(s) that you will utilize in your calculation by highlighting the Data Set name and moving it to the box on the right-hand side of the page. 

When creating a Time Period Calculated Data Set, you will be prompted to choose the Data Set on which you would like to perform your calculation.  You are given a list of every Data Set within the organization and its frequency in parentheses. 

  • You may search for Data Sets from other Public Organizations to use in your calculation by using the Search box at the top of the page.
  • Choose the Data Set that you will be converting by highlighting its name and moving it to the box on the right-hand side of the page.
(jaa 9/17/06, 9/19/06, 9/21/06)

adm_ds_edit5 – Add/Edit Data Set (Calculated)- Step 3 of 3

This final step generates the Simple Calculated Data Set.  The Data Sets you chose to work with in Step 2 will show up to the left of your workspace followed by their unique Data Set Numbers in brackets.  Calculation tools, such as symbols for addition, subtraction, multiplication division, parentheses, etc, are listed below the workspace.

  • Click on the Data Set Numbers and calculation symbols to form a calculation.
  • Also provided are the {i}, {i-1} and {i+1} symbols, which may be used to perform calculations on a single Data Set.  {i} represents a data point in a given data set, {i-1} represents the data point before {i} in that data set, and {i+1} represents the data point after {i} in that data set.
  • For example, in order to calculate a percentage growth rate on Data Set Number [334], enter: (([334]{i}-[334]{i-1})/[334]{i-1})*100. This calculation finds the increase between the two data points as a percentage of growth. 
  • Underneath “Calculation examples” you will see the option of “Null values” followed by three radio buttons.  Here you may indicate what you would like the program to calculate if any of the Data Sets within the calculation have nothing entered for one or more time periods within the range of dates. 
  • The “null” option inserts nothing into the time period and your calculation’s result will not have a data point for that date. 
  • The other two options will enter the number “0” or “1,” respectively, and will treat the blank space as that number for calculation purposes.

For accuracy purposes Simple Calculated Data Sets cannot be converted using the Time Period Calculated Data Sets option and Time Period Calculated Data Sets cannot be used in Simple Calculated Data Set formulas. 

 

Step 3 of a Time Period Calculated Data Set is the step in which you will decide the manner in which you would like to convert the Data Set into your new frequency preference.

  • Each time you convert a more frequent Data Set into a less frequent Data Set, must choose whether you would like to take the sum of the data points, the average of the data points or the last point of the data within the frequency to create a new frequency.
  • Sum: This will take all of the data points of the more frequent Data Set and create a sum of them to fill into the time periods of the new, less frequent Data Set
  • Average: This will take all of the data points of the more frequent Data Set and create an average of those points to fill into the time periods of the new, less frequent Data Set
  • Last: This will take the last data point of the more frequent Data Set and enter it as the data point of the new, less frequent Data Set
  • If you are converting a less frequent Data Set into a more frequent Data Set, you must choose whether you would like to use the same data point, a step of the data point, or the division of the data point.
  • Same:  This will take the data points for the less frequent Data Set and use them as the data points for the more frequent data set.  For example, if you are converting an annual Data Set to a monthly Data Set, each of the twelve corresponding months would be the same as the annual value.
  • Step:  This option will step the data points through the more frequent time periods until it reaches the data point which was listed for the less frequent Data Set.
  • Div:  This will divide the less frequent data point equally among the more frequent time periods.  For example an annual data point of 100 would be listed as 25 for each of the four quarters.

A Data Set may be set for any one of the following five frequencies:

  • Daily: A daily Data Set is the most frequent time measurement offered by Data360.  A daily Data Set can undergo Time Period Calculations to be converted to a weekly, monthly, quarterly or annual Data Set.
  • Weekly: A weekly Data Set is the second most frequent time measurement offered by Data360.  A weekly Data Set can undergo Time Period Calculations to be converted into a more frequent (daily) or less frequent (monthly, quarterly, annual) Data Set.
  • Monthly: A monthly Data Set can undergo Time Period Calculations to be converted into a more frequent (daily, weekly) or less frequent (quarterly, annual) Data Set. 
  • Quarterly: A quarterly Data Set can undergo Time Period Calculations to be converted into a more frequent (daily, weekly, monthly) or less frequent (annual) Data Set.
  • Annual: An annual Data Set is the least frequent time measurement offered by Data360.  An annual Data Set can undergo Time Period Calculations to be made more frequent and converted to a daily, weekly, monthly or quarterly Data Set.
(jaa 9/17/06)

adm_dsg_update – Update Data Set Group

This “Update” page is very similar to the final step of creating a Data Set.  From here you can manually update your data points or import data from a CSV file.  To jump to the “Update” page for a different Data Set Group you can access the drop down menu at the top of the page.

(jaa 9/18/06, 9/19/06) 

adm_dsg_report – Data Set Group Detail

This page displays the Admin view of your Data Set Group.  The graph of your Data Set Group is displayed at the top along with the Issue Group information and in which Graph Groups this Data Set Group can be found.  The Data Sets used in the graph are displayed below. 

  • To edit your Data Set Group, click on the button “Edit DSG”.  This will take you through the edit process.
  • To Update the points for the Data Sets within this Data Set Group, click the "Update DSG" button.
  • To see the public view of this Data Set Group, click on the “Public” button.
  • To generate a PDF of this Data Set Group, click the “PDF” button.  Your PDF will appear in a new window.
  • To generate an Excel CSV file of only the data, select the “Generate CSV” button.
  • To access Data360’s Advanced Graphing page to change the default settings on your graph’s display, select the “Advanced Graphing” button.
(jaa 9/18/06, 9/21/06)

adm_dsg_advanced_graphing – Advanced Graphing

From the Advanced Graphing page, you can customize the settings of your graph’s display. These changes will affect the graph within a Data Set Group and will follow this graph and be present in a Graph Group.  The settings on this page are pre-set to our automatic defaults.

  • Maximum Y-Axis Value:  This is the maximum value that the Y-Axis will reach.  Our default setting will be tuned to a setting that gives a good perspective of the whole graph, not cutting off any data points.
  • Minimum Y-Axis Value:  This is the minimum value that the Y-Axis will reach.  
  • Intercept X-Axis at Value:  This is the Y value at which your X-Axis will intercept.  Many people choose to set this at zero, but if you have data that is very large and you would like to see a closer view of the larger data, then you may want to change the x-axis intercept to a higher value.
  • Legend Labels Every:  This indicates the frequency with which you would like a numerical label listed on the Y-Axis.
  • East-West Lines:  East-West Lines are horizontal lines that can form a grid on the graph to facilitate reference points.  East-West Lines are displayed with every Legend Label, but can be turned off for display purposes if you so choose.
  • Tic Marks on Data Points:  If you would like a Tic Mark to appear on your graphical display at every point that corresponds to a data point that you have entered, choose “yes” for this option.
  • Data Labels Above Every Data Point:  If you would like the numerical data point displayed on the graph above the data point’s graphical representation, select “yes” for this option.
  • Font Size of Y-Axis Legend Labels:  Select the font size in which you would like your Y-axis labels to be shown. Default font size is 8.
  • North-South Lines: North-South Lines are vertical lines that can form a grid on the graph to facilitate reference points.  North-South Lines are displayed with every Legend Label, but can be turned off for display purposes if you so choose.
  • Legend Labels Every Specified Time Period: This indicates the frequency with which you would like a time period label on the X-axis.  
  • Font Size of X-Axis Legend Labels:  Select the font size in which you would like your X-axis labels to be shown. Default font size is 8.
(jaa 9/18/06)

adm_dsg_issue – Data Set Group/Issue Group Relationships

The Issue Group Information page allows you to modify the relationships between Data Set Groups and Issue Groups.


The upper portion of the page allows you to search for the particular Data Set Group for which you would like to set up a new Issue Group relationship. You may search for your Data Set Group of interest using one or more of the following criterion:

  • Data Set Group name

  • Issue Group to which the Data Set Group belongs

  • Frequency of Data

All Data Set Groups in your Organization that match your entered criteria will be displayed.

The lower portion of the page shows a listing of Data Set Groups in your Organization as well as each Data Set Group’s corresponding Issue Group.

  • The default setting shows all Data Set Groups in your Organization. If you search for Data Set Groups in your Organization corresponding to particular criteria in the top portion of this page, then only those Data Set Groups fitting your desired criteria will be listed on the lower portion of the page.

To change the Issue Group to which a particular Data Set Group belongs, simply select the desired Issue Group from the drop down menu to the right of the appropriate Data Set Group Name. Click “Submit” to cause your changes to take effect.

(jaa 9/17/06, 9/21/06) 

adm_import_dsg – Upload CSV File for Data Set Group

This page allows you to upload a CSV file of data points for the Data Sets within this Data Set Group.  Data points must be entered into the CSV file with dates in the first column and data for each Data Set Group in the following columns. This file should have no header (data begins in row 1).  The date should be entered into column A in MM/DD/YYYY format. Data should be formatted as a “number” with no commas or symbols separating the digits.

  • To upload a CSV choose the “Browse…” button.  Please select an Excel file that has been saved as a “CSV” to upload.  Make sure there are no symbols in the name of the file, including periods.  Once you have chosen your file, highlight the file name and select “Open”.  The file name should appear in the text field next to the “Browse…” button.  To finish the upload process, select the “Upload” button.  You will be directed back to the previous page and your data will be entered into the appropriate fields on this page.
  • If you have decided that you do not want to upload data from a CSV file, select the “Back” button.  You will be redirected to the previous page.
  • To cancel updating your data, select the “Cancel” button.
(jaa 9/17/06, 9/21/06)

adm_dsg – Data Set Groups List

This page displays all of the Data Sets Groups within your Organization. 

  • To view the Data Set(s) within each Data Set Group, click on the “+” symbol to the left of the Data Set Group name.  The Data Set(s) will appear indented beneath the Data Set Group name with the frequency and source information listed.
  • To edit a Data Set within the Data Set Group, or to copy a Data Set, click on the “edit” or “copy” links corresponding to the appropriate Data Set.
  • To create a new Data Set Group, click on the link labeled “New Data Set Group” below the tabs at top and enter the requested information.
  • To view a Data Set Group, click on the name of the Data Set Group that you would like to see.  This will take you to the Admin view of the Data Set Group.
  • To update the data in a Data Set Group, select the “Update” link for the Data Set Group that you wish to update.  This link will take you to a page where you can update your data manually or import data from a CSV file.
  • To edit any of the information for your Data Set Group, click on the “Edit” link corresponding to the Data Set Group that you would like to edit.
  • This page can be sorted in ascending or descending order by any of the columns that have an underlined title.  To sort based on a particular column, click on the column title.  The default sorting is alphabetical by Data Set Group Name.
(jaa 9/18/06)

adm_dsg_edit1 – Add/Edit Data Set Group- Step 1 of 4

The first two steps in creating a Data Set Group are to provide Data Set Group background information and to specify graphical display preferences.

  • Data Set Group Name: How your Data Set Group will be labeled wherever it is referenced.  This is also the name that will be listed as a title at the top of this Data Set Group’s graph.
  • Issue Group: The Issue Group, or category, to which you would like this Data Set Group to belong.  The Issue Group is like a folder used to categorize all Data Set Groups and Graph Groups. Every Graph Group that you create using this Data Set Group will be listed under the Issue Group that you choose here. 
  • Type of Graph: Data360 currently offers three graph type options:
  • A “Line” graph creates a line connecting all of the data points within each individual Data Set.
  • A “Bar” graph displays bars that sprout from each time period, reaching the level of the data point corresponding to the units of measure on the Y-Axis.
  • A “Data Set as X-Axis” Graph allows you to compare multiple Data Sets in up to 5 time periods, in a bar graph format.  An example of this would be a graphical representation of “World’s Largest Economies”.  Each country would be listed on the X-Axis, instead of time periods, and would have a bar sprouting from the country name indicating the size of the economy in the given year.  This can be tracked for up to 5 different time periods for each Data Set in an individual Data Set Group.
  • Frequency of Data: The frequency of the Data Sets in the Data Set Group. The Data Set Group frequency must be the same as the frequency of each of its Data Sets.  If you have two Data Sets that you would like to compare, but they are not of the same frequency, you may convert them to the same frequency using a Time Period Calculated Data Set.
  • Orientation on Page: Select the orientation on the page in which you would like your information to appear.  The two options are the horizontal-dominant “Landscape” format and the vertical-dominant “Portrait” format.
(jaa 9/18/06)

adm_dsg_edit2 – Add/Edit Data Set Group- Step 2 of 4

On this page, Data360 will prompt you to choose the Data Sets that you would like to include in this Data Set Group.  You are only able to choose from Data Sets that have the same frequency as the Data Set Group, specified on the previous step of the creation process. 

  • Double click on each desired Data Set to move it from the left-hand column to the right-hand column. You may also highlight the Data Sets and use the provided arrows.
  • Use the “Search” box to search for and include Data Sets from other public Data360 sites in your Data Set Group.
  • The legend on the graph of the Data Set Group will list the Data Sets in the order in which the right-hand column lists the Data Sets.
  • You can use the up and down arrows to change the order of the Data Sets in the right-hand column.
(jaa 9/18/06, 9/21/06)

adm_dsg_edit3 – Add/Edit Data Set Group- Step 3 of 4

The third step in creating or editing a Data Set Group is to indicate in which locations you would like the data displayed. Through making a Data Set Group, you will generate a graph that displays the data in all Data Sets within the Data Set Group.

  • If you would like any of the Data Sets in your Data Set Group to not be displayed on this graph, uncheck the box for that Data Set under “Display on Graph.”
  • Later you can produce a PDF file of this Data Set Group. If you would like a particular Data Set to not be displayed on the PDF file, uncheck the box for the appropriate Data Set under the heading “Display on PDF.”
(jaa 9/18/06)

adm_dsg_edit4 – Add/Edit Data Set Group- Step 4 of 4

Finally, you must choose a range of data points from your Data Set Groups that you would like to include on the graph. You may choose to include:

  • Only a certain number of the most recent points
  • All data points
  • Data points from a selected range of dates

You must also decide whether or not you would like to “Publish” this Data Set Group.  Publishing means that this Data Set Group will be placed on your Data Set Groups list. Not publishing will cause your Data Set Groups list not to display the name of this Data Set Group.  You might choose to not publish a Data Set Group if you would like to first verify the data or if you have not finished loading the Data Set Group.

Click “Finish” to generate your Data Set Group or “Advanced Graphing” to move on to customize the graph settings.

(jaa 9/17/06, 9/21/06) 

adm_gg_comments_edit – Add/Edit Graph Group comments

The Graph Group comments page allows the Graph Group Commenter to submit a new comment and to modify or remove old comments. The comments are listed in reverse chronological order, with the top box available for entering a new comment.

  • The area to the left of each comment lists the date and time that the corresponding comment was made as well as the name and email address of the Commenter.
  • If you are the Commenter or are the Organization Administrator and wish to delete a comment, simply check the box in the area to the right of the comment that you wish to delete and click “submit.”
  • Additionally, you may use the buttons at the bottom of the page to view the comments as the public views them by clicking the “Public” button or to generate a PDF file of the comments by clicking the “PDF” button.
(jaa 9/18/06, 9/21/06)

adm_gg_comment – Graph Group Detail

This page displays the graph(s) in your Graph Group. The top of the page displays the name of the Graph Group.  The graph from each Data Set Group that you have included appears on this page.  At the top of each graph is the name of the Data Set Group that it represents followed by the name of the Organization to which that Data Set Group belongs. To access the specific Data Set Group, click on its corresponding graph. 

At the bottom of this page are the Comments and Sources boxes.  The box on the left displays the most recent comment made by the Graph Group’s Commenter.  To see all comments, select the link at the bottom of the box. 

To the right is the Sources box.  This box lists the Data Set name, original source and the Organization from which each Data Set included on this page was taken.  Some Graph Groups have a list of sources too large to include on this page.  To view a full list of sources for the Graph Group, select the “Sources” link.      

  • The Commenter of this graph may add comments in the box at the bottom of the page by using the “Add/Edit Comment” button.
  • The Organization Admins may edit this Graph Group by selecting the “Edit” button and may see the public view of the Graph Group by clicking the “Public” button.
  • To generate a PDF of this Graph Group, click the “PDF” button.
(jaa 9/18/06, 9/21/06)

adm_gg – Graph Groups List

This page displays a list of all Graph Groups within your Organization.

  • To view the Data Set Group(s) within each Graph Group, click on the “+” symbol to the left of the Graph Group name.  The Data Set Group(s) will appear indented beneath the Graph Group name with the frequency and Graph Type listed.
  • To edit a Data Set Group within the Graph Group, click on the “edit” link corresponding to the Data Set Group that you wish to edit.
  • To create a new Graph Group, click on the “New Graph Group” link below the tabs at the top of the page.
  • To view a Graph Group, click on the name of the Graph Group that you would like to see.  This will take you to the Admin view of the selected Graph Group.
  • To comment on a Graph Group, or to view all of a Graph Group’s comments, select the “Comment” link for the Graph Group on which you wish to comment.  This link will take you to a page where the commenters can enter their comments and edit all existing comments.
  • To view all of the sources for a Graph Group, select that Graph Group’s “Sources” link.
  • To edit any of the information for your Graph Group, click on your Graph Group’s “Edit” link.
  • This page can be sorted in ascending or descending order by any of the columns that have an underlined title.  To sort based on a particular column, click on the column title.  The default sorting is alphabetical by Graph Group name.
(jaa 9/18/06)

adm_gg_edit1 – Add/Edit Graph Group- Step 1 of 4

The first step to creating a Graph Group is to enter the background information and display preferences.

  • Graph Group Name: How your Graph Group will be labeled wherever it is referenced. This will also be the title of the Graph Group’s page.  This title will appear in a list of all Graph Groups.  It will be searchable and will appear on the home page for your Organization.
  • Number of Graphs:  Select the number that you will include in your Graph Group.  This is essentially the number of Data Set Groups you are planning to display in your Graph Group.
  • The minimum number of graphs is one, the maximum number is six.
  • Orientation on Page: Select whether you prefer a landscape orientation or portrait orientation.  This will determine whether the Graph Group page is displayed horizontally or vertically.
  • Orientation of Graph: Choose whether you prefer a Stacked, Column or Grid orientation.
  • Stacked indicates that the graphs will be displayed on top of each other, stretching the width of the screen.
  • Column indicates that the graphs will be displayed next to each other in figurative columns, stretching the height of the page.
  • Grid indicates that the graphs will be placed in a grid, based on 4 or 6 spaces for graphs.
(jaa 9/21/06)

adm_gg_edit2 – Add/Edit Graph Group- Step 2 of 4

You will next choose which Data Set Groups you would like to include in this Graph Group. The Data Set Groups listed in the left-hand column are the Data Set Groups in your Organization.

  • To search for and use Data Set Groups from other Organizations, use the Data Set Group search box.
  • Simply double click the name of the desired Data Set Group to move it from the left-hand column to the right-hand column, or highlight the Data Set Group name and use the arrow tools provided to move it to the box on the right.
  • The order of the Data Set Groups in the right-hand column will be the order in which the graphs are displayed on the Graph Group page.
  • You can move the Data Set Groups up or down in the right-hand column list by clicking the up and down arrows
(jaa 9/21/06)

adm_gg_edit6 – Add/Edit Graph Group- Step 3 of 4

Once you create this Graph Group, you or another person of your choosing may comment on the graphs. These comments will appear at the bottom of the page, and could include notes about the data or commentary on the trends displayed. 

Double click on the name of the person in the left-hand column that you wish to act as the Commenter for this Graph Group.

 (jaa 9/21/06)

adm_gg_edit3 – Add/Edit Graph Group- Step 4 of 4

On this page you can review the Data Set Groups that you have included in your Graph Group.   If you are ready to generate your Graph Group, click “Finish.” If you would like to go back and edit any information regarding this Graph Group, you may click the “Back” button.  To cancel the Graph Group creation, select “Cancel”.

 (jaa 9/21/06)

adm_print_group – Print Groups List

This page displays a list of all of the Print Groups within your Organization. 

  • To view the Graph Groups, Data Set Groups and Uploaded PDFs within each Print Group, click on the “+” symbol to the left of the Print Group name.  The Graph Groups, Data Set Groups and Uploaded PDFs will appear indented beneath the Print Group name.
  • To edit the Graph Groups, Data Set Groups or Uploaded PDFs within the Print Group, click on the “edit” link corresponding to the item that you wish to edit.
  • To create a new Print Group, click on the “New Print Group” link below the tabs at top.
  • To view a Print Group, click on the name of the Print Group that you would like to see.  This will generate a PDF of that Print Group that has to most up-to-date information for each sub-component of the Print Group.
  • To view a static generated PDF, which only includes information up-to-date to the day that the PDF was generated, select the “Static PDF” link to the right of the Print Group name.  The date that the Static PDF was “published” indicates the most recent date that the information in the PDF could have been updated. 
  • To copy a Print Group, select the “Copy” link.
  • To edit any of the information for your Print Group, click on the “Edit” link corresponding to the Print Group that you would like to edit.
  • This page can be sorted in ascending or descending order by any of the columns that have an underlined title.  To sort based on a particular column, click on the column title.  The default sorting is alphabetical by Print Group name.
(jaa 9/21/06)

adm_print_group_edit1 – Add/Edit Print Group- Step 1 of 3

The first step to create a Print Group is to give your Print Group a name. The Print Group name should be indicative of the contents within the Print Group.  The Print Group name will appear in the list of Print Groups and will be searchable by other users if you are in a Public Organization.

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adm_print_group_edit2– Add/Edit Print Group- Step 2 of 3

Choose which Data Set Groups, Graph Groups, and uploaded PDF files you would like to include in your Print Group. The list displayed in the left-hand column includes all of the available data from your organization. As before, if you would like to include data from other organizations, simply use the search box.

  • Double click on the items in the left-hand column that you would like to include in your Print Group in order to move them to the right-hand column, or highlight the appropriate name and use the arrow tools provided to move it to the box on the right.
  • The page order of the documents in the generated PDF will be the same as the order of the documents listed in the right-hand column.
  • Use the up and down arrows to change the order of the items in the right-hand column.
(jaa 9/21/06)

adm_print_group_edit3 – Add/Edit Print Group- Step 3 of 3

On this page, you can review the files included in your Print Group. 

  • To finish and generate your Print Group, select the “Finish” button.  This will generate a Print Group.  Users may acquire a version of the Print Group with the most current information by clicking on the Print Group’s name.
  • If you would like to generate a static PDF at this point, select the “Generate PDF” button.  This will finish the creation of the Print Group and will generate a static PDF.
(jaa 9/21/06)

adm_upload_new – Upload PDF File

If you have a document or file that you would like to include in your Print Group, you can upload it from this page.  Please remember the document must be in PDF format before it is uploaded.

  • Choose a name for the PDF file that you wish to upload.
  • To upload the PDF, choose the “Browse…” button.  Select the PDF file and press “Open”.  The file name should appear in the text field next to the “Browse…” button.  To complete the process, click the “Add” button.  The PDF should now be uploaded onto Data360 and can be used in a Print Group.
(jaa 9/21/06)

adm_uploaded – Uploaded PDF Files

This page lists every PDF that has been uploaded to all public Data360 Organizations, along with the file size, the date on which it was uploaded and the Print Group(s) in which it is being used.

  • To view a particular PDF, click on the PDF title in the “File Name” column. 
  • To view a Print Group in which a PDF has been used, click on the Print Group name listed in the “In Print Groups” column.
  • To add a new Print Group, click on “Add New” at the bottom to be redirected to the “Upload PDF” page

 (jaa 9/21/06)

adm_issue – Issue Group order

On this page you can decide the order in which you would like your Issue Groups to be displayed on the home page.

  • To change the Issue Group in a specific location, use the respective pull down bar and select your preferred Issue Group for that location
  • If you change the location of an Issue Group, you will need to select a new Issue Group for the old location.  Issue Groups will not be listed more than once on this page. 
(jaa 9/21/06)

adm_issue_edit – Add/Edit Issue Groups

This page displays a list of all Issue Groups within your Organization. From this page you can edit the name of an Issue Group, add an Issue Group, assign Data Set Groups to Issue Groups or delete Issue Groups

  • To edit the name of an Issue Group, select the text field that holds the Issue Group name and use the text tool to edit the name.  When finished, click “Submit” to save your changes.
  • To add an Issue Group, type the name of your new Issue Group into the empty text field at the bottom of the page.  When finished, press “Submit” to save your changes.
  • To assign a Data Set Group to an Issue Group, select the “Assign” link next to the corresponding Issue Group and follow the steps on the next page.
  • To delete an Issue Group, place a check in the box in the “Delete” column corresponding to each Issue Group you would like to delete. Select the “Submit” button at the bottom of the page to delete those Issue Groups.
(jaa 9/21/06)

adm_issue_edit1 – Assign DSG's to Issue Group

Listed on the left of this page are all of the Data Set Groups that are not assigned to an Issue Group.  You can choose to assign one of these Data Set Groups to this Issue Group, or to take Data Set Groups out of this Issue Group. To complete the process, press “Finish”.

 (jaa 9/21/06)

adm_unpublished – Unpublished DS's, DSG's, Comments

The “Unpublished” page lists all of the Data Sets, Data Set Groups and Comments that have not been published. 

  • To publish an unpublished item, check the box next to the unpublished item and select the respective “Submit” button.
  • To publish all components within a specific type of page (Data Set, Data Set Group, Comment) select the respective “Select All” box and then press the “Submit” button.

 (jaa 9/21/06)