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eGDDS: Datasets and Dashboards

The e-GDDS prescribes categories and components can be found here [add external link].

Working with ODP data and dataset:

Creating dataset
Accessing dataset
Uploading data to a dataset
Dataset Security and Public Access
Deleting a dataset

Disseminating data through ODP dashboards

Creating a dashboard
Accessing dashboards
Editing dashboards
Dashboard Security and Public Access
Deleting dashboards

Working with data and datasets

Countries will be able to disseminate official country data and statistics through dataset (aka database) within the ODP.

Data are maintained on a regular scheduled basis by the responsible publishing agency.

Creating Dataset 
  • Creating a dataset involves uploading a correctly formatted file to the ODP site. 
  • From the home page, choose the option “Create New Dataset”.

      

  • Select the relevant correctly formatted file, using one of the following options:
    • Browsing the local folder
    • Pasting data from a clipboard
    • Browsing data available in Google Drive
    • Dragging a prepared file to the indicated space.

      

    Preliminary validation will be performed on the upload file. A failed preliminary validation may indicate a problem with the formatting.

    You will be asked to provide some data specific information for the new dataset. All fields would be helpful, but only one—the dataset title—is mandatory in order to continue.

  • Click submit when all relevant fields have been completed.

  • A dialog box with processing status will be displayed and an email sent directly to the user once the process is complete.

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    Formatting a Dataset File for ODP Upload

    A properly formatted file upload to the relevant ODP site and some metadata are prerequisites to creating a new ODP dataset.

    The upload file should include, at a minimum, the following worksheets (or tabs):

    • “Data”—containing the data for upload to the new ODP dataset
    • “Dataset”—laying out the principal attributes of the dataset
    • “Indicators”—listing the relevant concepts that will be used to create the dataset



    “Data” sheet content required columns include:

    • Concept code (labeled “indicator”)
    • Concept description (labeled “indicator name”)
    • “Indicator SDMX Code” for the SDMX-approved code, used for reporting data to the IMF
    • Scale

    Data should be entered in separate columns for each period, with the following formats:

    • Monthly: YYYYmX, as in “2010M1”
    • Quarterly: YYYYqX as in “2010Q1”
    • Annual: YYYY as in “2010”

Accessing eGDDS Data and Datasets
    Access to datasets will depend upon access level for the site and for each datasets. General roles and responsibilities with recommended access rights can be found here.

    To access datasets, navigate to the “Data Catalog”, which will display available datasets in five ways:


    • Personal—displays datasets belonging to or chosen by or for you, in three ways:
    • Pinned datasets, which displays your favorite datasets selected by you;
    • My datasets, which displays those sets uploaded by you; and
    • Datasets shared with me, which displays sets shared with you by other users.
    • Topics—displays words that are applied to datasets. 
    • Sources—displays datasets by their source.
    • Regions—displays datasets by the geographical area as defined in the metadata.
    • Search—allows searching for a dataset by name or partial name.

    To pin a dataset, mouse over any dataset in the data catalog and click the clear star icon. The star will turn yellow, indicating that the dataset is now pinned.


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Uploading data to datasets 
  • Navigate to and access relevant dataset.
  • Under the menu “More Actions”, choose the option to “Upload Data”.

  •  Click on the “Select file to upload” button.
  • Navigate to and select updated file. Preliminary validation will be performed on the upload file. A failed preliminary validation may indicate a problem with the formatting.A successful preliminary validation will display summary results as in the example below:

  •   A dialog box with processing status will be displayed and an email sent directly to the user once the process is complete.

   
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Dataset Security and Public Access
    In ODP, datasets can be either:

    • Public – This option enables the dataset owner to make the dataset public so that any users can view the dataset.
    • Private – Newly created dataset in ODP, by default, will be in Private mode. This option enables only the owner to view the dataset.

    Setting a Dataset as Public or Private:

    • Select and open the dataset from the Data Catalog.
    • Click on the security icon     or  in the toolbar and select either Public or Private. 



      Note: Only a Dataset Owner or the manager of the ODP portal can make a dataset public.

      Changing Dataset Owner:


      The Dataset owner can transfer the ownership to another user using the following steps:
      • Click on the security icon  or in the toolbar and select Change Owner.
      • Change Owner dialog box opens.
      • Type e-mail id of the user to whom you want to transfer the ownership and click Find.
      • Click OK to change the dataset owner.

      Dataset Owner or a user with Full control can also share their dataset with other users and define the level of access for each of the user. Refer to the ODP Contributor Help Guide for further information.

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Deleting a Dataset
    Deleting a dataset will permanently remove all its associated metadata and data from ODP. This can be done through the following steps:

      • Select and open the dataset you wish to delete.
      • Under the “More Options” section, chose “Edit Metadata”.
      • Choose the “Delete” option.
      • Warning : deleting a dataset is an irreversible action. 

                    

      • Click “OK” to delete the dataset.

    Note: Your ability to delete a dataset will depend upon your access level to it. For example, visitors cannot delete datasets.

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Disseminating data through dashboards


A dashboard is a page that displays selected data from an ODP dataset using different types of visualization that are useful for data analysis and to present data in graphical format.

ODP dashboards are used to display key components of the e-GDDS data categories and it is preferred method to allow users to browse data once the NSDP has been made public.

In the example below, a dashboard was developed using data from a Balance of Payments dataset. It contains two different types of visualization or content areas: bar chart and table.



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Creating Dashboards

    ODP administrators and contributors can create presentations and dashboards using data from personal datasets, data shared with them or public datasets.

    To create a dashboard:

    • Click on Create Dashboard on main menu.
    • The Layout options window opens.
    • Select any one available layout and click Create.



    • A new page opens with the selected layout (two content area in the picture below). Each content area allows any one of the following:

      • Charts/Graphs
      • Tabular
      • Plain Text
      • Map
      • Dataset List
      • Twitter
      • Bubble Chart
      • Tree Map
      • Ranking Gadget
      • Info card

       

      To define a visual output:

      • Select any one of the visualization options. An interactive page opens.

        
      • Click on     to edit the gadget title.
      • Browse the data catalog in the Dataset Selection tab and click Select Dataset.
      • The page loads the Dimension Filter tab.
      • Select the indicators and time in the Dimension Filter tab.

        
      • Click on the Appearance to load the Appearance tab.

      • After you made all the selections in the Appearance tab, click Save to save your gadget and selections. 
      • Repeat the above steps to create gadgets for other content areas.
      • Click Save in the visualization toolbar to save your dashboard.

    Refer to Editing Dashboard If you need to make changes after saving your dashboard.

    There is more than one way to have access to a dashboard in ODP depending on the Dashboard Security.

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Accessing Dashboards
    Dashboards can be accessed by using the Profile button located at the top right hand corner of the ODP.

    Once inside the profile page, dashboards created will be under Visualizations > Personal tab.



    Under Profile > Visualizations, administrators and contributors can see dashboards created by them and shared with them. Visitors can only see dashboards shared with them since they don’t have rights to create dashboards. For more details see training documents and guides.

    Alternatively you can use the Gallery

    Gallery enables users to view the currently available and public data presentations or dashboards.

    • List of dashboards based on Topic.

    • Click on any dashboard icon to open that dashboard.

              

Editing a dashboard

To make changes on your dashboard:
  • Access your dashboard. For more information on accessing dashboards go here.
  • Click on Edit option in the visualization toolbar to edit the dashboard title and description
          
  • Each gadget in your dashboard can be edited. To edit the gadgets on your dashboard click on at top right-corner of the gadget to load the gadget page options. 
  • Click on Edit under the gadget options. 
                
  • Make the necessary changes in your gadget and click Save to save the changes in your gadget and return back to dashboard page.
  • After all the necessary changes are completed on all the gadgets, click Save on the dashboard page to save the dashboard. 

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Dashboard Security and Public access

      In ODP, dashboards can be either:
  • Public – This option enables the dataset owner to make the dataset public so that any users can view the dataset.  
  • Private – Newly created dataset in ODP, by default, will be in Private mode. This option enables only the owner to view the dataset.  

Setting a Dashboard as Public or Private:

  • Open the dashboard from the Gallery or from the Profile page.
  • Click on the security icon  or in the toolbar and select either Public or Private.


Note: Only a Dashboard Owner or the manager of the ODP portal can make the dashboard public.

Changing Dashboard Owner:

The Dashboard owner can transfer the ownership to another user using the following steps:

  • Click on the security icon     or      in the toolbar and select Change Owner.    
  • Change Owner dialog box opens.
  • Type e-mail id of the user to whom you want to transfer the ownership and click Find.
  • Click OK to change the dashboard owner.

Dashboard Owner or an user with Full control can also share their dashboards with other users and define the level of access for each user.Refer to the ODP Contributor Help Guide for further information.

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Deleting a dashboard

To delete a dashboard:

  • Click on your username in the main menu to go to Profile page.
  • Under Visualizations, click on Personal tab.
  • Select the dashboard you want to delete. 
  • You will see an  icon on the top right corner of the visualization image. 
             
  • Click on  to delete the visualization   

Note: It is recommended not to delete the dashboards unless approved by your agency Administrator.

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