ICP Kit HHC Data Validation and Aggregation Module

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Presentation transcript:

ICP Kit 2011 - HHC Data Validation and Aggregation Module ICP Kit Training African Development Bank The World Bank

Steps for Testing HHC Data Validation and Aggregation Module STEP 1: Launch the application Start Menu=>Programs/All Programs (in Vista)=>ICP 2011 HHC Modules=>HHC Data Validate And Average

Load the products in the “Products” grid Steps for Testing HHC Data Validation and Aggregation Module STEP 2: View Observation Summary for Products Load the products in the “Products” grid Select appropriate filter criteria .Mandatory filters are From Date, To Date, Average Method. Click on the “Get Data” button

Steps for Testing HHC Data Validation and Aggregation Module STEP 3 : Filter Observations Summary 10 filter criteria: From Date (Mandatory) To Date (Mandatory) Averaging Method (Mandatory) Products Locations Outlets File Name Location Type Outlet Type

Tick the checkbox “Include Validate Observations” Steps for Testing HHC Data Validation and Aggregation Module Step4 – Include Validated Observations Tick the checkbox “Include Validate Observations”

Click on the “Validate/ Average” button Steps for Testing HHC Data Validation and Aggregation Module Step5: Validate and calculate Average Prices for Products Click on the “Validate/ Average” button

Steps for Testing HHC Data Validation and Aggregation Module STEP 6: Min/Max Price Ratio Limit Change the value provided in the “Min/Max Price Ratio Limit” field Click on the “Validate/Average” button to refresh the highlighting

Change the value provided in the “Var. Coefficient Limit” field Steps for Testing HHC Data Validation and Aggregation Module STEP 7:Coefficient of Variation Limit Change the value provided in the “Var. Coefficient Limit” field Click on the “Validate/Average” button to refresh the highlighting.

Steps for Testing HHC Data Validation and Aggregation Module STEP 8:View Observation Details Load the Observation Summary for products. Select the product for which you want to see the observations details from the Observation Summary by checking the check box

Steps for Testing HHC Data Validation and Aggregation Module STEP 8:View Observation Details Click on the “Observations/Quotations” Tab as shown in the figure below

Steps for Testing HHC Data Validation and Aggregation Module STEP 8:View Observation Details If an observation not valid as per the values set in the “Deviation Limit” and “T Ratio” fields => Highlighted with the color in the “Color selection box”. The highlighting color can be fixed by the user Click on the “Observation grid” button => refresh the highlighting

Deviation= ((Converted Price - Average Price) / Average price Steps for Testing HHC Data Validation and Aggregation Module STEP 9:Set Deviation Limit To set Deviation Limit, change the value provided in the “Deviation Limit” field. If the Deviation for an observation is invalid then its Deviation cell will be highlighted with the color shown in the “Color selection box” that is available next to the “Deviation Limit” text field. click =>“Observation grid” button to refresh the highlighting. Formula for calculating Deviation Deviation= ((Converted Price - Average Price) / Average price

Steps for Testing HHC Data Validation and Aggregation Module STEP 10: Set T Ratio Limit To set T Ratio Limit, change the value provided in the “T Ratio Limit” field Each time you modify this value, you need to click on the “Observation grid” to refresh the highlighting. -The rule for deciding invalid T Ratio is If T Ratio for an Observation is greater than “T Ratio Limit” (Set in the T Ratio Limit field) -Formula for calculating T Ratio T Ratio = ((Converted Price - Average Price) / Std. Deviation)

Navigate to any observation and modify values in any of the 5 fields: Steps for Testing HHC Data Validation and Aggregation Module STEP 11: Modify Observation Details Navigate to any observation and modify values in any of the 5 fields: Observed Quantity Observed Price Observed UoM Rejected status Comments

Steps for Testing HHC Data Validation and Aggregation Module STEP 12: Save Validated Observations Click on the “Save” button  All selected observation marked as validated. Check the “Include Validated Observations” box to load the Observation summary for products the next time.

Steps for Testing HHC Data Validation and Aggregation Module STEP 13: Reject Observation Select observation =>“Rejected”=> ‘’Save” To change the status of rejected Observation=>select empty

Steps for Testing HHC Data Validation and Aggregation Module STEP 13: Reject Observation Multiple Data Entry tab: Rejected fields

Steps for Testing HHC Data Validation and Aggregation Module STEP 14: Change the Default Database Launch the Data Validation & Averaging Application Check the “Change Database” Checkbox as shown below Click on the button which is available next to the “Change Database” field

Steps for Testing HHC Data Validation and Aggregation Module STEP 14: Change the Default Database Locate the database file which you want to use in the Data Entry application and click on “Open button”

Steps for Testing HHC Data Validation and Aggregation Module STEP 14: Change the Default Database =>“Save” to connect to this database. a message as shown below and Data application will be refreshed with the data available in the newly selected database.

Steps for Testing HHC Data Validation and Aggregation Module STEP 15: Export Average Prices and Observation Details Select filter criteria: start by mandatory filters (From Date, To date and Averaging Method), then optional filters (Products, Locations and Outlets etc...). Click on the “Export” button.

Choose your Export options: Steps for Testing HHC Data Validation and Aggregation Module STEP 15: Export Average Prices and Observation Details Choose your Export options: “Averages Only” = exporting average prices only “Detailed Observations Only” = exporting Observation details only “Both” = exporting both in a single Excel file then select

Steps for Testing HHC Data Validation and Aggregation Module STEP 15: Export Average Prices and Observation Details Select: Frequency: Yearly, Half Yearly, Quarterly or Monthly. Time Period : Enter year if Frequency = “Yearly” or choose from drop down list: H1, H2 if Frequency = “Half Yearly” etc… File Name: Insert a name into the “File Name” text field. Click “OK” to Export/ “Cancel” to return to main sheet without exporting

Steps for Testing HHC Data Validation and Aggregation Module STEP 15: Export Average Prices and Observation Details The file name pre-fixed with Country Code, HHC, Average Prices or Raw Prices, Frequency, Time Period. Clicking on “Save” => start the export process & display the wait message

Steps for Testing HHC Data Validation and Aggregation Module STEP 16: Common control features Grid Control : used for Observations display Grouping Rows : Group data against one or more columns To ungroup data, use the "Un-Group" option from the same menu or "Clear Grouping" from the group panel context menu.

Steps for Testing HHC Data Validation and Aggregation Module STEP 16: Common control features Sorting records : sort data against one or multiple columns When sorting is applied to a view, rows are re-arranged to meet the current sort settings. To sort data against a Grid View's column or to change the column's sort order, an end-user can click its column header.

Steps for Testing HHC Data Validation and Aggregation Module STEP 16: Common control features Filtering records : Display a subset of records from a data source. When filtering is applied to a Grid View, only those records that meet the current filter criteria are displayed. You can filter data against a single or multiple columns.

Steps for Testing HHC Data Validation and Aggregation Module STEP 16: Common control features Hiding unused columns: Drag a column/band header onto the Customization Form. Drag a column/band header away from the Column Header Panel, even if the Customization Form is not visible Right-click a column header, and select Remove This Column from the Column Header Context Menu.

Dragging a column header's right edge Changes the column's width. Steps for Testing HHC Data Validation and Aggregation Module STEP 16: Common control features Resizing Nodes and Columns: The following mouse operations can be performed by end-users to resize columns and nodes Action Effect Dragging a column header's right edge Changes the column's width. Selecting the "Best Fit"/"Best Fit (all columns)" item from the column header's context menu Modifies the column width to "best fit" to the corresponding column or all columns.

Steps for Testing HHC Data Validation and Aggregation Module STEP 16: Common control features Reordering columns: The following operations can be performed by end-users to rearrange columns and nodes: dragging a column header and dropping it to a new position within the column header panel. Sorting: The following operations can be performed by end-users to apply or cancel sorting by column values Action Effect Clicking a column header Toggles the column's sort order. The previous sorting is removed. Clicking a column header while holding the SHIFT key pressed Toggles the column's sort order. The previous sorting is preserved. Clicking a column header while holding the CTRL key pressed Removes sorting by this column. The previous sorting is preserved. Selecting the "Sort Ascending" or "Sort Descending" items in the column header's context menu Applies the corresponding sort order to the column. The previous sorting is preserved.

Thank You