Data Tool: Quick Start Guide (as html)

Beta Release Digital Intelligence

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Contents

• Introduction
• LeDeR Data Tool App Navigation
• Cover and Notes Pages
• LeDeR Data Tool Report Structure
• Data Coverage
• Number of Deaths
• Demographics
• Health
• Lifestyle
• Processes
• Assessment
• Variables & Filters Mapping
• Working with Charts
• View Charts as Data Tables
• Expanding Charts to Full Screen
• Data selection and filtering
• Selecting Filter Items
• Selecting Multiple Items
• Searching Within Filters
• Persistent Filters
• Resetting Filters
• Drilling Down
• Data Levels and Hierarchies
• Exporting Data
• Exporting an Entire Report Page
• Exporting Data from Specific
• Visuals from the Report
• Feedback, Maintenance & Enhancements

Introduction

The purpose of this document is to provide a simple understanding of how to use the LeDeR Data Tool.

The LeDeR Data Tool shows deaths reported to the LeDeR programme for which a review has been completed on the South Central and West (SCW) platform before the last refresh date and time. The date of the latest data refresh can be found in the header on each page of the tool. The aim of the tool is to give local areas access to data from LeDeR reviews to inform service improvement. This tool is not intended for performance reporting or tracking progress of reviews.

The LeDeR Data Tool is an automated, at scale solution. The data sources are the LeDeR database and medical certificate of causes of death (MCCD) data.
The report is checked for refreshed source data automatically and is updated on a monthly basis. This ensures that the most up to date information is available at your fingertips.

For the purpose of this guide, we assume that the user has permission to access the LeDeR Data Tool.

LeDeR Data Tool App Navigation

Each report page displays a navigation menu at the side of the page

The LeDeR Data Tool pages are accessed by clicking on the page title within the navigation menu. Click on the page that you wish to view. It will then load and be displayed.

The title bar displays the page name, along with any relevant information regarding the data displayed on the page.

If you have any feedback regarding the LeDeR Data Tool, go to the Notes page and click on the Service Owner Email address to generate an email to the LeDeR support team.

Cover and Notes Pages

The Cover page displays the report title as well as an information governance statement related to the report contents. By using this tool and clicking into the tool, you agree to the governance statement. Click on the green arrow button to access the report contents.

The Notes page contains technical information about the report, such as the report version number, release status and date. The Report Information table displays the latest refresh from the LeDeR system and refresh frequency. The column on the right displays additional information regarding the LeDeR Data Tool.

LeDeR Data Tool Report Structure

There are seven data pages and a data mapping page within the LeDeR Data Tool, described below.

Data Coverage

This page shows the data coverage of a LeDeR question/derived variable. i.e. the proportion of reviews for which an answer was given to each question informing the data of each LeDeR question/derived variable. There are several reasons that data coverage might be low for a particular question:

• the question is in the focused review and therefore not answered for anyone who has an initial review only.
• the question is not mandatory or was not mandatory in the past and therefore is not answered for everyone who has a LeDeR review.
• the question is in the initial review but has moved from the focused review.
• the question is new and was therefore not answered in older reviews.

Number of Deaths

This page shows the number of people for whom LeDeR reviews have been completed on the SCW system. Please note that the data is organised by date of death rather than notification date and that it does not show the number of deaths notified to LeDeR because reviews not yet completed are not included.

The data can be displayed by year, quarter and/or month using the chart arrows. Please refer to “Drilling Down – Data Levels and Hierarchies” in this guide.

Demographics

This page shows the number of people for whom LeDeR reviews have been completed on the SCW system and percentage splits by variables/LeDeR questions related to demographics such as age at death, diagnosis etc. Use the “Variable” filter to select which view of the data you would like to show.

Please refer to the “Variables & Filters Mapping” page within the tool to see the full list of variables under Demographics.

For the bar chart on the left, use the buttons to select whether you want to see the number of people or percentage split.

This bar chart contains 3 levels of data shown on the y axis on the “Numbers” chart and x axis on the “% of Total” chart. For example, for ‘Age at Death’, these levels are:

• Level 1 = age groupings from the LeDeR annual report
• Level 2 = age groupings with an additional group for children not eligible for an annual health check
• Level 3 = no groupings (individual ages)

Use the chart arrows to drill up and down to show the data by the different levels. Please note, only some variables will have differing data for the 3 levels, e.g. Age at Death, Geography, Ethnicity, however some will not e.g. IMD Quintile.

For the stacked bar chart on the right, the data can be displayed by year, quarter and/or month using the chart arrows to drill up and down.

For further information Please refer to “Drilling Down – Data Levels and Hierarchies” in this guide.

Specifically for Variable, “Age at Death”, a button is available to “Show Avg Age at Death”, select this to show a data table for the average (mean) age at death. The data table also has chart options to view the data by year, quarter or month using the chart arrows. Remember to click on “Hide Avg Age at Death” before moving onto another Variable.

Health

This shows the number of people for whom LeDeR reviews were completed on the SCW system and percentage splits by variables/questions relating to health such as, “Cause of Death” and, “Frailty”.

Use the “Variable” filter to select which view of the data you would like to show. Please refer to the “Variables & Filters Mapping” page in the tool to see the full list of variables/LeDeR questions under Health.

The left bar chart contains 3 levels of data shown on the x axis. Use the chart arrows to drill up and down to show the data by the different levels. For cause of death, this shows the cause of death by ICD10 code derived directly from medical certificate of cause of death (MCCD) data. The levels in the tool show the different levels in the ICD10 hierarchy e.g. for someone who died from bacterial pneumonia the chart might show level 1 as diseases of the respiratory system, level 2 as Influenza and pneumonia and level 3 as pneumonia due to streptococcus pneumoniae.

For Genetic Syndrome or Birth Related Condition, Long Term Conditions, Mental Health and Physical Health Conditions, level 2 and level 3 show the same data, concatenating (combining) all the conditions for a person. E.g. where Level 1 is “Asthma/COPD”, level 2 and 3 will show all patients with an “Asthma/COPD” long term condition along with all their other conditions. Please note, Frailty does not have differing data for the 3 levels; the 3 levels display the same breakdown of the data. Please refer to, “Drilling Down – Data Levels and Hierarchies” in this guide.

For the stacked bar chart on the right, the data can be displayed by year, quarter and/or month using the chart arrows. Please refer to “Drilling Down – Data Levels and Hierarchies” in this guide. To expand a chart, hover over the top right of the chart and click on, “Focus mode”. Please refer to, “Expanding charts to full screen” in this guide for further information.

Lifestyle

This page shows the number of people for whom LeDeR reviews have been completed on the SCW system and percentage splits by variables/questions relating to lifestyle such as, “Alcohol Use”, “Drug Use”.

Use the “Variable” filter to select which view of the data you would like to show. Please refer to the “Variables & Filters Mapping” page in the tool to see the full list of variables/LeDeR questions under Lifestyle.

Selecting an item on the bar chart will filter the data on the right bar chart. E.g. to view people with alcohol use, select the “Yes” bar to filter the data on the chart on the right. To deselect, click off the item.

For the bar chart on the right, use the buttons to select how you want the data broken down.

For Variable, “Alcohol Use” and “Drug Use” there is an option to “Show D&A Services Usage”. Use this to show a chart of Drug & Alcohol Services usage. Remember to hide it before selecting another Variable.

Processes

This page shows the number of people for whom a LeDeR review has been completed on the SCW system and percentage splits by variables/questions relating to processes such as “Annual Health Check” and, “Criminal Justice Contact”.

Use the “Variable” filter to select which view of the data you would like to show. Please refer to the “Variables & Filters Mapping” page in the tool to see the full list of variables/LeDeR questions under Processes.

For the bar chart on the right, use the buttons to select how you want the data broken down:

Assessment

This page shows the number of people for whom a LeDeR review has been completed on the SCW system and percentage splits by variables/questions relating to assessments such as “Avoidable Deaths”, “Concerns” and “Grading of Care”.

Use the “Variable” filter to select which view of the data you would like to show. Please refer to the “Variables & Filters Mapping” page in the tool to see the full list of variables/LeDeR questions under Assessment.

For the stacked bar chart on the right, the data can be displayed by year, quarter and/or month using the chart arrows. Please refer to “Drilling Down – Data Levels and Hierarchies” in this guide.

Variables & Filters Mapping

This shows the LeDeR questions that the variables and filters in this data tool map to. It also shows which the LeDeR questions that can be found on each of the pages. The form and mandatory columns will indicate why some of the data appears as, “null” e.g., if the question was not mandatory it may not have been completed. If a question is in the focused review, where a focused review was not completed, there will be no answer to the question and therefore it will be recorded as null.

Working with Charts

Each of the data pages within the LeDeR Data Tool contain interactive charts, which can be used to filter data selections. This section explains how to use these interactive charts.

Hovering the mouse pointer over an individual bar or data point in a chart will generate a tooltip box displaying the data for that chart element.

Clicking an item on a bar chart will filter the data on the right stacked bar chart. To select multiple items, hold CTRL + select the items you wish to view. To deselect, click off the items. Make sure to deselect items before moving to another Variable as filtering will still be applied.

View Charts as Data Tables

To view the charts as data tables, hover over the top right of a chart, click on “More options” (the 3 dots) and “Show as a table”. Clicking on this button will expand the chart to a full screen image with a data table below it. Clicking on the “back to report” button on the full screen image will revert the chart to its normal size and position.

Expanding Charts to Full Screen

At the top right of each chart a “focus mode” button is available. Clicking on this button will expand the chart to a full screen image. Clicking on the “back to report” button on the full screen image will revert the chart to its normal size and position.

Data selection and filtering

The data displayed within the LeDeR Data Tool reporting pages may be tailored as required by using the filters and selection options. The filtering process is common to all pages, so the information in this section will apply to all reporting pages:

Selecting Filter Items

Filter selection boxes are positioned at the top of the page underneath the title bar. The filter title will be displayed, and the default selection is typically default to “All”, apart from, “Year of Death”. Click on the down arrow icon on the right to expand the filter list and display all available options.

Selecting Multiple Items

To select multiple options within a filter hold CTRL + select the individual items; where an item is selected, checkboxes will be filled in. To deselect an item, click on the item again.

To toggle the bulk selection/deselection of all filter items, click the “Select All” box at the top of the list. When the required items have been selected, the report will update to show the selected results. Where there are more filter options than can fit in the filter window, a scroll bar will appear on the right. Select the required item(s) by clicking in the box(es).

Searching Within Filters

Use the search box that appears at the top of the filter list to find a specific item.
As you begin typing into the search bar, the list will update to only display filter items matching the search criteria.

Persistent Filters

Important note: The LeDeR Data Tool pages feature “persistent filters”. Filter selections made by the user will be maintained across the other pages, enabling the user to quickly switch between pages and view comparable data. For example, selecting the Region on the “Demographics” page to, “South West” will keep the region set to “South West” if the user switches to the “Health” page. The tool will remember any filters that have been applied so upon next login, you can pick up right where you left off last time.

If you do not wish to use this comparison, ensure that you reset the filter settings to their defaults before switching pages. See the section, “Resetting Filters” below for further information.

Resetting Filters

To reset an individual filter to the default settings, navigate to the filter drop-down menu, then click on the “Clear selections” button. This will reset the individual filter to the default setting.

To reset all filters in the entire workbook, click on the “Reset filters…” button above the title bar. Use caution when selecting this option as this will reset all filters on all pages to their default setting.

A textbox is displayed just under the title bar. This details the selection status of all filters current selected on any page.

Drilling Down – Data Levels and Hierarchies

Due to the large volume of data presented, many chart elements are in fact summaries of multiple subsets of data. For example, this chart displays the cause of death of people with a completed LeDeR review at Level 1 – ICD-10 chapter.

The Data Level menus allow the user to “drill down” to the level of detail required. From left to right the buttons are: “Drill Up”, “Drill Down”, "Next Level in hierarchy" and "Expand all down one level in hierarchy".

Clicking on the drilldown button will enable the “drilldown” function. Selecting a single chart item, e.g. “Disease of the Respiratory System” will “drill down” on that item to show the causes of death within chapter “Disease of the Respiratory System” only.

Clicking on “Influenza & Pneumonia” will further specifically drilldown on titles within “Influenza & Pneumonia” alone. Clicking on the Up Arrow will return the chart to the previous state.

Clicking on the “Next Level in hierarchy” will show the data at level 2. Note this does not display the higher hierarchical cause of death.

Clicking on the "Expand all down one level in hierarchy" expands the chart to show the data by level 1 and level 2; the next hierarchy level whilst maintaining the previous hierarchy. Level 2 is grouped by the higher hierarchical cause of death.

For charts with, “Date of Death”, they can be displayed by year, quarter and/or month. The chart below shows the default view showing years and quarters.

By expanding all down one level in the hierarchy (the 3rd downward arrow), the breakdown is now shown by month, whilst remaining segmented by quarter and year on the x axis.

Clicking on the upward arrow instead, the chart will show the data by year. Use the “Drill Down” (first downward arrow; single arrow) to drilldown on a specific year or quarter.

Note that if multiple years of death are selected, it is not advised to use the "Next Level in hierarchy" (2 downward arrows) as this will collate all the data by quarter and month. E.g. if year 2021 and 2022 are selected and the "Next Level in hierarchy" is selected to display quarter, quarter 1 will include data from 2021 quarter 1 and 2022 quarter 2.

Exporting Data

It is possible to export data from the LeDeR Data Tool, either as an entire report page or as a data export for individual charts on a page.

Exporting an Entire Report Page

To export an entire page, select the Export menu button from the toolbar at the top of the page.

There are three options when exporting the entire report page:

1. PowerPoint – embed an image: This exports the
   report page as an image within a PowerPoint slide.
2. PowerPoint – embed live data: This option imbeds the report page with a live link to the data source. If the data is updated, the image will update automatically. Note: this will require a data connection to the Power BI app.
3. PDF: This option exports the report page as a PDF document.

Exporting Data from Specific Visuals from the Report

To export the data for a specific chart within a page, click on the three dots menu item at the top right of the chart, then select the “export data” option from the menu.

A data format window will appear with, “summarised data” selected as the default option.

The data may be exported in Microsoft Excel format or as a .CSV formatted file. Use the drop-down menu under the “file format” menu to select the required format.

Feedback, Maintenance & Enhancements

Updates to the LeDeR Data Tool will be subject to a strict change control process and the updated version will be published upon formal test & subsequent sign off from the Product Owner.

Whilst all requests are considered, we cannot guarantee that requested changes will be made as there is a need to reflect the requirements of the majority of users and the funding available. Decisions on any updates will be made by the DI Gateway and Approval (DIGA) group after approval from the Product Owner. For any changes, please contact the Product Owner to discuss and submit the request on your behalf.