1. Module 5: Data Cleaning and Building Reports
ELMO Coordinator training

2. Welcome to ELMO Training for Data Cleaning and Management
Contents
ELMO Dashboard
Reviewing & Cleaning Responses
The Search Feature 
Creating Three Kinds of Reports:
Standard Form Report
List Report
Tally Report
Exporting Data from Reports

3. ELMO Dashboard
Before we begin… This part was covered in Module 1. If you pass the pop quiz with the score above 4/5, you may skip this part and continue from the slide 20, Reviewing & Cleaning Reponses.

4. Pop Quiz!
Among the following features, which one is not the one comprising the ELMO dashboard?
Latest Responses
Summary of Activity
Response Locations
User Information
Dashboard Reports
4. User information

5. Pop Quiz!
You can access the dashboard from any location in ELMO by selecting the What is this?
ELMO logo

6. Pop Quiz!
Latest Responses section allows you to view incoming responses in real-time. True or False?
True

7. Pop Quiz!
Summary of Activity section allows you to review the contents of any location’s response by selecting a point on the map. True or False?
False

8. Pop Quiz!
The Dashboard Reports feature allows to review reports alongside other Dashboard features. Reports are updated in real-time as data is submitted by observers. Ture or False?
True

9. Don’t worry if you got some of the questions wrong
Don’t worry if you got some of the questions wrong! You can review about ELMO dashboard from the following slides.
Give students time to study the chart and answer any questions they may have.

10. REAL-TIME ANALYSIS DEMO: THE ELMO DASHBOARD
After this slide, instructor will show ELMO site to trainees

11. The ELMO Dashboard
The Dashboard serves as the “home” view of the ELMO interface
Access the Dashboard from any location in ELMO by selecting the ELMO logo

12. The ELMO Dashboard The Dashboard is comprised of four features
Latest Responses
Summary of Activity
Response Locations
Dashboard Reports

13. The ELMO Dashboard Latest Responses
This section allows you to view incoming responses in real-time
Clicking on any row’s data will take you to view all the answers for that submission of the form

14. The ELMO Dashboard Summary of Activity
Summary displays the number of responses submitted in the past week, in total, and which have not been reviewed
Top Forms will indicate which forms have the most associated responses
Low Activity will indicate which observers have submitted relatively few responses
This is a convenient quick view of people who might need a little extra help! Only observers are represented.

15. The ELMO Dashboard Response Locations
This feature will map the locations of responses based on answers to Location type questions
A icon is displayed for each form submission with valid coordinates

16. The ELMO Dashboard Response Locations
Zoom in and out or move the map center by using the controls on the right side of the map feature

17. The ELMO Dashboard Response Locations
Select a point on the map to see its relevant form information. Response #, Form, User/Team, and Submission Time
Review the contents of any location’s response by selecting a point on the map and then clicking View Response

18. The ELMO Dashboard Dashboard Reports
The Dashboard Reports feature allows to review reports alongside other Dashboard features
Reports are updated in real-time as data is submitted by observers
Tip: You can build reports in advance of collecting any data, and watch them change dynamically!

19. The ELMO Dashboard Dashboard Reports
Quickly navigate between previously created reports by selecting Choose a Report and then selecting one from the dropdown menu

20. Questions? Before we continue,
Pause here to ask if anyone has any questions

21. Reviewing & Cleaning Responses
There are two ways to review a response:
From the Dashboard (for recently submitted responses)
From the Responses menu (for all responses)

22. Reviewing & Cleaning Responses
Review a response from the Dashboard (recent responses)
Select the response from Latest Responses
Select a response by clicking on its row, not the links for form or user (which will take you there).
For example, click around either the Submission Time or the status for Reviewed?

23. Reviewing & Cleaning Responses
Review a response from the Dashboard (recent responses)
Next, select Edit this Response
This will make all answer fields in the response editable

24. Reviewing & Cleaning Responses
Review a response from the Responses menu (for all responses)
Click Responses to view the list of responses submitted by observers
Then select the icon on the response row to edit

25. Reviewing & Cleaning Responses
Under Edit Response
Change or clean any erroneous answers as appropriate
Learning how to identify irregularities or errors may require some communication and agreement among the observer team

26. Reviewing & Cleaning Responses
Once the review is complete, leave the name of reviewer and date in the Reviewer Notes if applicable,
mark the box next to Reviewed? and save it OR
Select Save and Mark as Reviewed

27. Questions? Before we continue,
Pause here to ask if anyone has any questions

28. The search feature
When searching for data, operators and qualifiers can be useful tools for locating specific information within Responses, Questions, Users and SMS views

29. The search feature Example Operators
AND operator: default operator, Matches when both of its arguments match
OR operator | : Marches when any of its two arguments match
NOT operator != : Matches when the first argument matches, but second does not*
Example
voters ballots stations : voters AND ballots AND stations
voters | ballots | stations : voters OR ballots OR stations
voters ballots != stations : voters AND ballots NOT stations

30. The search feature: NOT operator
When using the NOT operator, != will be used most of the time. However, when searching for text or long text responses in the Responses tab, the symbol - can be used as well.
‘!= ballot boxes’ means NOT ballot boxes, but ‘- ballot boxes’ means NOT ballot AND boxes (so, results that have boxes but not ballots)

31. The search feature Operators
Grouping operator (): denotes the argument boundaries
Phrase operator “ ”: matches when argument keywords match an exact phrase
Example
(voters | ballots) stations : first, search for all the results with ‘voters OR ballots’, then search within those matches ‘AND stations’
“voters ballots stations” : search for any results where ‘voters’, ‘ballots’, and ‘stations’ all appear in that order and appear right next to each other.

32. The search feature Qualifiers Menu Qualifiers Responses
form, submitter, submit-date, reviewed, source, text
Questions
code, title, type, tag
Users
name, login, , phone, group
SMS
content, type, username, name, number, date, datetime

33. The search feature
Need more help or reminders? The Search Help feature provides information on the qualifiers, operators, and combinations that can be used to search for specific information within the current area.

34. Questions? Before we continue,
Pause here to ask if anyone has any questions

35. Creating Reports
You may want to see a summary of all responses to a form:
State that this is different from slide 3 because slide 3 focuses on specific questions on the form, while this is all questions on the form.

36. Creating Reports
You may want to see a list of submissions:

37. Creating Reports
You may want to see how many times something was reported:

38. Creating Reports
Select the Reports menu

39. Creating Reports
Select Create New Report

40. Creating Reports
Hint: click Show Examples to see examples for each type of report.

41. Creating a Standard Form Report
Click the button next to Standard Form Report
Click Next>

42. Creating a Standard Form Report
Select the form to summarize
Select a question ordering preference
By Number: questions appear in the order they are listed in the form
By Type: questions of the same type (ex. text, date) appear together
ADD NOTE TO EXPLAIN NUMBER VS TYPE

43. Creating a Standard Form Report
You can display questions with full titles or with their codes
Select whether the report…
Shows all text responses OR
Excludes long text responses
Excludes all text responses
NOTE ON PROVIDING EXAMPLE FOR TEXT VS NO TEXT
Why all these options? Sometimes text answers can be very long!

44. Creating a Standard Form Report
Mark the box and select a question by which to split the report (optional)
Leaving this option unmarked will display the report regularly (all responses shown together)
Give the report a logical title
Select Run to create the standard form report

45. Creating a standard form report

46. Questions? Before we continue,
Pause here to ask if anyone has any questions

47. Creating a List Report Click the button next to List Report
Click Next>

48. Creating a List Report
You can display questions with their full titles or with their codes
Be sure to give your report a logical name before clicking Next>

49. Creating a List Report
Choose at least one form that you wish to base the report on

50. Creating a List Report
Add one column for every question you wish to display in the report
Select Run to create the report

51. Example List Report

52. Questions? Before we continue,
Pause here to ask if anyone has any questions

53. Creating a Tally Report
Mark the button next to Tally Report
Click Next>

54. Creating a Tally Report
You can tally, or total, Answers per Question or Responses per Answer

55. Answers per Question
Say: Will list whatever questions are chosen in a table or bar chart and count the number of times a particular answer was given; say codes are being used in place of question names and that these will be explained in a few slides
This lists the number of times a particular answer was given for each question.

56. Responses per Answer
Say: Will cross-tabulate answers from two questions; explain that 50% of East choose Good, or a similar example.
This lists the number of times a particular combination of answers was chosen.

57. Creating a Tally Report
Tally Reports can be Tables or Bar Charts

58. Table

59. Bar Chart

60. Creating a Tally Report
Table Reports can report raw totals or percentages. Choose from:
No Percentage
Percentage Overall (block/table total)
Percentage By Row (block/row total)
Percentage By Column (block/column total)

61. Percentages No percentage (raw totals) Percentage Overall
Pick some blocks and compare them across the four tables to demonstrate the difference (ex. The top left block can be 1, 3.1% (1/32), 12.5% (1/8), or 20% (1/5))

62. Percentages Percentage By Row Percentage By Column
Pick some blocks and compare them across the four tables to demonstrate the difference (ex. The top left block can be 1, 3.1% (1/32), 12.5% (1/8), or 20% (1/5))

63. Creating a Tally Report
Bar Charts cannot display percentages. Instead, they can appear either:
Side By Side
Stacked

64. Bar Styles
Side By Side
Stacked

65. Creating a Tally Report
You can display questions with their full titles or with their codes
Be sure to give your report a logical name before clicking Next>
For codes, refer back to slide 12 for an example

66. Creating a Tally Report
Choose at least one form that you wish to base the report on

67. Creating a Tally Report – Answers per Question
Choose either:
a specific question as the basis for the form
an option set to create a report for all questions containing that option set
Select Run to create the report
Don’t worry about applying calculations.

68. Creating a Tally Report – Responses per Answer
Choose an attribute or question for both the row and the column
Select Run to create the report

69. Questions? Before we continue,
Pause here to ask if anyone has any questions

70. Questions?
Module 5: Data Cleaning and Management Training is concluded! Please direct any questions to the trainer for this program.