- What are disaggregations and what information do I need to define them?
- How do I administer disaggregations?
- What are my options for assigning multiple disaggregations to an indicator?
- Parallel disaggregation: What is a primary disaggregation?
- What is impacted by the primary disaggregation?
- What if the primary disaggregation selected isn't the one I want?
- What happens when I disable a disaggregation for an indicator that's already reported data?
Disaggregations are a way of further breaking down your indicator definitions into meaningful categories and reporting data against those categories. For example, instead of entering a total for # of lawyers trained, you could define a gender disaggregation and report separate totals for male versus female.
To create or edit a disaggregation, you will need to know:
- What you want the disaggregation to be called. This is how it will appear in dropdowns, Pito, etc. Common titles are things like Age, Sex, Gender, Ethnicity, Training Type, etc.
- The values for the disaggregation. These are the different subcategories you want data reported against. So, for an Age disaggregation, the values might be under 18, 18-65, 65 and over.
If an indicator has any disaggregations assigned, you cannot report non-disaggregated totals.
Disaggregations can be created, edited, and deleted by going to Administration->Disaggregations (under the Performance section).
For individual indicators, you can add, remove, and reorder disaggregations in the Disaggregations section of the Indicator Definition tab.
When you assign more than one disaggregation to an indicator, you will have to decide if you want these disaggregations to be cross-disaggregated or parallel disaggregated. This tells the system whether it should combine the disaggregation values in data entry and display (cross), or whether it should treat them as completely independent and separate values (parallel):
For parallel-disaggregation, the total result is reported for each disaggregation, split by its disaggregation values. The example below shows a result reported for males, females, minors, and adults.
For cross-disaggregated data, the disaggregation values are combined to make unique categories. The example shows a result reported for male minors, male adults, female minors, and female adults.
When you have more than one disaggregation assigned to an indicator and you have chosen to parallel rather than cross-disaggregate, the system has to pick one disaggregation as the "default" for providing summary data for the indicator. We don't want to add the separate disaggregations together, because that very well might double or triple count things. And we don't like to pick the highest total by default, since this might vary between activities and/or reporting periods. So we use the first listed disaggregation as the primary disaggregation.
As a best practice, if you ever have parallel disaggregations in which one disaggregation is always reported and the other is only sometimes reported, put the most important or reliable disaggregation first. This guarantees that we'll use it as the primary disaggregation for all summary information.
For parallel disaggregated indicators, you will only see the primary disaggregation totals in these situations:
- Pito default totals for the indicator (e.g. when no disaggregations are explicitly selected)
- The indicator's Actuals vs. Targets graph
- The indicator's Reports tab graphs
In both situations, you will only see totals displayed when data has been entered for the primary disaggregation. For indicators where you only have data for the secondary disaggregation(s), you won't see any data for this indicator in the Actuals vs. Targets graph, the Reports tab graphs, or the default view in Pito. (In Pito, you can see those totals if you check the box for the secondary disagg).
In the Disaggregation grid, hover your mouse over the up/down arrow to the left of the disaggregations. Your mouse will turn into arrows and you can click and drag to reorder this list:
Once you've reordered the disaggregations, the top one listed will become the primary disaggregation and will be used in all summary screens.
This depends on whether the indicator is cross-disaggregated or parallel-disaggregated
For parallel-disaggregated indicators, marking a disaggregation as disabled only does two things:
- It removes the disaggregation as an option inSingle Indicator Pito so that you cannot display it any more as a row or column--it basically appears as if the disaggregation never existed.
- In Pito, by default it will be hidden. However, if you click the indicator tags button in the lower left corner of Pito, you can choose to stop hiding disabled disaggregations, and you can still see it there.
- If this is a direct entry indicator, it will remove this disaggregation and its value categories from all reporting period entry grids and templates.
Note that for parallel-disaggregated indicators, no data deletion occurs when you disable a disaggregation. If you re-enable the disaggregation, all data previously reported against that disaggregation will reappear in Pito, etc.
For cross-disaggregated indicators, marking a disaggregation as disabled will delete all data previously reported for that indicator. It forms a fundamental change to the entry grids, etc., and--like other fundamental definition changes--we will give you a warning that you are about to delete all your data.