Working with Interactive Reports
Modified on: Wed, 10 Jul, 2019 at 5:16 PM
NRDR Interactive Reports allow users to query, filter, and navigate through data to identify patterns and gain insights. This guide provides a brief overview for working with the Tableau software used to produce the reports.
Interactive reports are organized into workbooks. Clicking on an Interactive Reports menu item opens a workbook in the portal. Some workbooks, such as Standardized Dose Index Reports, contain multiple reports, separated into tabs across the top.
Filters and Parameters
Interactive reports use filters and parameters to help users navigate and analyze reports. Although they appear similar, they provide different functionality.
Filters provide choices for selecting criteria to restrict what data are shown in a report using values directly from the dataset. For example, the Facility ID filter in the Exam Search report (above) lists all facilities available to the user by directly querying the dataset.
Parameters are inputs that act as switches to change what a user sees or how data are computed in the report. For example, the Boxplot by Scanner report uses several parameters, including
DIR Measure: selects which Dose Index type to chart, e.g. the maximum CTDIvol value across all scans (CTDIvol Max Across Scans), the sum total Dose Length Product for the exam (DLP Total for Exam), etc.
Query by: determines whether the RPID / Study Description filter displays standardized RPID exam names or the facility’s own Study Descriptions
Registry Statistics: selects whether to display the DIR Median, DIR 75th percentile, or both
Scanner Aggregation Level: determines whether to aggregate scanner data in the chart by device, model, or manufacturer.
Most reports do not display any data until all filters have selected at least one value. Some filters are set to None by default and must be selected by the user before data can be retrieved.
The report title indicates the minimum filter criteria to be set in order to retrieve data upon first opening a report. For example, the reports available in the Standardized Dose Index Reports workbook require at least one Facility ID and one RPID or Study Description to be selected. The selected values are shown in blue as part of the report title. If either field is set to None, then nothing appears in the report.
Click anywhere on a filter to select values. Filters that allow more than one selection have an Apply button so that you can select multiple values and control when they are applied to the report. The Apply button is greyed out until at least one value is selected. Click on the desired values, then click the Apply button to apply the changes, and then click anywhere on the report to close the filter selection window. Note that you may need to select values for other filters before any data appear in the report.
For filters with lots of values, a search bar appears for wildcard searches. For example, typing AB in the filter, below, quickly restricts the filter to only RPIDs with the letters AB appearing anywhere in the description. Searches are not case sensitive.
The values in some filters are dynamic; that is, they are determined by the values selected in other filters. For example, The Exam Search report shows only those RPID/Study values available for exams that meet the other filter criteria, i.e. Facility ID, Exam Date, Age Group, Body Part, and Scanner.
Filters within the same workbook apply to all reports within that workbook. For example, the Standardized Dose Index Reports workbook has four reports, and the Facility ID selected in one report applies to all four reports simultaneously, making it easier to switch between reports without having to select the same filter criteria.
The Download button, in the bottom right corner, provides multiple options for downloading data.
Choosing Image or PDF creates a .png or PDF file of the current screen. These options capture only what is visible on screen, i.e. what you can see without scrolling.
Data creates a .csv file of the rows meeting the current filter criteria. The Summary tab includes the fields displayed on screen, and the Full Data tab includes additional fields that meet filter criteria but may not be displayed in the report.
Crosstab creates a .csv in a cross tabular format.
If the Data and Crosstab options are greyed out, click on the blank space just above the chart or table you want to download. For example, the Scatterplot Over Time report has three data sections
scanner statistics table
registry statistics table
Each of these may be downloaded. Click just above a chart or table, then click the Download button and select Data or Crosstab.
Note: Clicking on a table may select a single cell, row or column, in which case only that data is downloaded. To download the entire table, click on the same area a second time – e.g. clicking on the blue cell, below, makes the entire table available for download. You can also click on a column header to make the entire table available for download.
Highlighting and Details
With some interactive reports you can highlight segments of data and hover over data points for additional information. For example, positioning the cursor over a single data point in the Scatterplot Over Time report provides detailed data about a particular exam. Clicking on the data point highlights similar exams – e.g in the Scatterplot report, all exams taken with the same scanner are highlighted. To undo highlighting, click on the data point a second time.
For tables, the highlighting feature works when clicking on a data value in the table. For example, hovering over the value 3.56 in the table, below, brings up more details for the exam.
Reports with legends also allow you to highlight a specific item by clicking on the legend. For example, clicking on a single scanner in the Scatterplot report dims the data points for all other scanners to better highlight the pattern for the selected scanner.
In some cases, you can apply your own filter to exclude data when interacting with a chart legend, marks on a chart, or data in a table. This can be particularly useful if a chart or table has lots of data and you want to focus on specific items.
For example, the scatterplot below, has more than 700 marks for three facilities and four scanners for a single study and age group.
Using the facility legend, we can highlight data for a single facility. However, there are still many data points and it appears there are multiple scanners for this facility, as indicated by the different shapes, but it is difficult to make out the patterns.
We could highlight the chart by different scanners by clicking on one from the legend, rather than highlighting by facility, but that would show the data for the selected scanner across all facilities.
Alternatively, we can click on the facility in the legend and then click on Keep Only to keep only the marks for the highlighted facility (selecting Exclude would exclude all marks for that facility and keep the remaining facilities.)
The chart has now been filtered to show only the 438 exams for that facility. We can now highlight each scanner, using the Scanner legend, to see the patterns more clearly. To undo the filter, click on the Undo button, located in the bottom left corner of the screen.
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