For technical support; contact the Data Exchange Helpdesk by email [email protected] or on 1800 020 283.
Qlik - Resource Planning report
More information on how to use Qlik can be found at Tutorials - Qlik Sense and at Qlik Sense tutorials
on YouTube.
Navigation guide
Table 1 – Service Footprint screen navigation items
ITEM
DESCRIPTION
Select the Navigation icon to return you to the Open hub (where the Resource
Planning Report tile is located)
Select the Menu icon to display the Help and About selections.
Select the Bookmark icon to save the reference point in the sheet.
Select the Stories icon to access the stories already set up.
Select the Menu viewer to display the items in grid or list view.
Select the Sheets drop down arrow to view available report types.
Select the Back and Forward arrows to view the available report types.
Select the Magnifying glass to conduct a search.
Select the Menu icon to access Development Hub, Help and About.
Access the Resource Planning report
Log in to the Partnership Approach reports via the MyDEX Report icon on the Data Exchange home page.
The Qlik Sense screen will display.
Figure 1 - The Qlik Sense screen
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Select the Resource Planning icon by clicking on the picture.
Figure 2 – Resource Planning app tile
The Resource Planning app overview screen will display with icons for the different reports (sheets) available.
Figure 3 – Resource Planning app overview screen
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Available reports (sheets)
1. Cases report
A case is a grouping of clients and sessions created to reflect the services that clients are receiving from
an organisation. Depending on the nature of the program, a case may relate to an individual, a couple, a
family or a group of unrelated individuals.
A case captures where a service was delivered, the program activity under which it was funded, and the
client(s) who attended this service. Task card 9 – Add a case provides information on how to add a case
into the Data Exchange web-based portal.
Click the map tile of the Cases app icon.
Figure 4 – Cases report tile
The Cases report displays with the following information fields:
1.
2.
3.
4.
5.
6.
Number of Active Cases in the relevant reporting period
Average Number of Clients Per Case
Average Number of Sessions Attended
Program Activity
Outlet Name
Delivery Organisation/s Name
The blue columns in the graph represent the active cases reported this year. The red line represents the
cases reported in the same period last year.
Figure 5 – Cases report overview
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3. Sessions report
A session records what service was delivered on a particular date within a reporting period, the type of
service delivered and which clients attended. Sessions are a critical part of performance reporting and drive
the reporting function of the Data Exchange. Task card 10 – Add a session provides information on how to
add a session into the Data Exchange web-based portal.
Click the map tile of the Sessions app icon to access the report.
Figure 6 - Sessions report tile
The Sessions report displays with the same information field as Cases except for:

Number of Sessions Conducted in the relevant reporting period.
The blue columns in the graph represent the active sessions reported this year. The red line represents the
sessions reported in the same period last year.
Figure 7 – Sessions report
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4. Clients report
As per the Data Exchange Protocols document, a client is ‘an individual who receives a service as part of a
funded activity that is expected to lead to a measurable individual outcome’ A client record only needs to be
created once within an organisation and can then be used and updated over multiple reporting periods.
Task card 8 – Add a client provides information on how to add a client into the Data Exchange web-based
portal.
Click the map tile of the Client app icon to access the report.
Figure 8 – Clients report tile
The Clients report displays with the same information fields as Cases and Sessions except for:

Number of Clients (Individual and Group) seen in the relevant reporting period.
The blue columns in the graph represent the number of clients reported this year. The red line represents
the number of clients reported in the same period last year.
Figure 9 – Clients report overview
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5. Summary report
This page provides a summary of statistics for cases, sessions and clients for the current and previous
reporting periods.
Click the map tile of the Summary app icon to access the report.
Figure 10 – Summary report tile
The Summary report displays with the following information fields:
1. Summary for current reporting period
2. Summary for previous reporting period.
Breaking down the numbers of:
3. Cases for current and previous year
4. Sessions for current and previous year
5. Clients for current and previous year.
Figure 11 – Summary report overview
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6. Information Page
Provides information on the Data Exchange, links to relevant documents, as well as the Data Exchange
Website. This page also provides definitions of terms used throughout the Qlik application.
Click the Information page app icon to access the page.
Figure 12 – Information Page tile
The Information Page sheet displays.
Figure 13 – Information Page overview
Some definitions have text that roll over the standard screen size resolution.
Hover over the definition to view the remaining text.
A pop up box will display the definition in full.
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Figure 14 – Definitions pop up box
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Some definitions include hyperlinks to other information. These hyperlinks cannot be accessed via the
Definitions pop up box and they include:
Table 2 – Information Page hyperlinks
Term
Hyperlink
Remoteness
http://www.abs.gov.au/websitedbs/d3310114.nsf/home/remoteness+structure#
Anchor1
SA4, SA3, SA2
http://www.abs.gov.au/ausstats/[email protected]/lookup/by%20Subject/1270.0.55.001~
july%202016~Main%20Features~Main%20structure~10002
How to access the different sheets in the report
Method 1
Select the Sheets drop down arrow to view available report types.
Figure 15 – Sheets drop down box and arrow
The Sheets pop up box will display.
Figure 16 – Sheets pop up box with available reports
Select the required report (sheet).
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Method 2
Select the Navigation button.
Figure 17 – Navigation button
The App overview tab will display.
Figure 18 – App overview tab
Select App overview and the Service Footprint overview screen will display.
Figure 19 – Service Footprint overview screen
More information on reporting requirements can be found in the Data Exchange Protocols. Task cards on
Qlik functionality can be found on the Training resources tab.
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