Select Filters and Merge Data in the Sabasi Dashboard

Overview

The Sabasi Dashboard provides tools to refine datasets using filters and combine multiple datasets through the merge data feature. These capabilities enable administrators and data managers to create tailored datasets and reports for advanced analysis.

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1. Selecting Filters

Filters allow users to narrow down data for specific analysis by applying conditions to fields in a dataset.

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Steps to Apply Filters

1. Open the desired dashboard and click on the Filters icon on a widget or the dataset menu.
2. The Filter Modal will appear, showing available fields to apply filters on.
3. Configure the filters:
   • Single Selection:
     • Example: From the Sub_county dropdown, select Kilifi North to only display data from this sub-county.
   • Search Filter:
     • Use the Search field to quickly find specific items or keywords.
   • Multi-Select Filters:
     • Use the multi-select dropdown to choose multiple values (e.g., “Kilifi North” and “Magarini”).
   • Range Filter:
     • For numerical fields (e.g., No_of_schools), adjust the slider to define a range. Example: Select schools with a count between 5 and 20.
4. Click Filter Data to apply the selected filters.
5. To reset the filters, click Reset Filter.

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Example

• Dataset: “Testing 1” contains the following fields:
  • Sub_county: Kilifi North, Ganze, Magarini.
  • No_of_schools: Numerical field.
• Applied Filters:
  • Sub_county: Kilifi North and Ganze.
  • No_of_schools: Range of 10–30.
• Outcome:
  • The dashboard updates to show only data for Kilifi North and Ganze, where the number of schools is between 10 and 30.

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2. Merging Data

The merge data feature allows you to combine two or more datasets based on a common field. This is useful for creating comprehensive datasets that pull together related information from multiple sources.

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Steps to Merge Data

1. Go to the Data Management section and select Merge Data.
2. In the Merge Data Modal, follow these steps:
   • Enter Merged File Title:
     • Provide a descriptive name for the merged dataset (e.g., “Kilifi Schools Data”).
   • Select Datasets to Merge:
     • Choose the two datasets to merge from the dropdowns.
       • Example:
         • Dataset 1: “Testing 1” (Number of Schools by Sub-county).
         • Dataset 2: “Testing 2” (Student-Teacher Ratio by Sub-county).
   • Map Matching Fields:
     • Identify the common field (e.g., Sub_county) used to link the datasets.
3. Select Data Points:
   • Choose the fields you want to include in the merged dataset from both datasets.
     • Example:
       • From Dataset 1: No_of_schools.
       • From Dataset 2: Student_teacher_ratio.
4. Click Next Step to review the merged data.
5. Once reviewed, click Merge Data to finalize.

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Example

• Dataset 1:
  • Sub_county: Kilifi North, Ganze, Magarini.
  • No_of_schools: 10, 15, 20.
• Dataset 2:
  • Sub_county: Kilifi North, Ganze, Magarini.
  • Student_teacher_ratio: 30:1, 25:1, 20:1.
• Merged Dataset:
  • Sub_county: Kilifi North, Ganze, Magarini.
  • No_of_schools: 10, 15, 20.
  • Student_teacher_ratio: 30:1, 25:1, 20:1.

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Tips and Best Practices

• Use descriptive names for merged datasets to make them easily identifiable.
• Always verify the common field and data types before merging to avoid mismatched data.
• Combine filters with merged datasets for more precise and actionable insights.

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