Improvements to Data Explorer

We have rationalised the time period filters on the Data Export creation screen - this will prevent the export defaulting to ‘all time’ (which can take a long time to produce), and prevent any need for interpretation of time periods such as ‘the last month’. The export creation will now just be based on ‘from’ and ‘to’ dates.

We have added a setting to the Data Explorer tab which will allow you to remove rows for duplicate calculations from the extract. This means that when conducting any further analysis - such as on total or average Estimated Budgets - this can be based on the most recent and relevant calculation.

Selecting ‘Include most recent calculation only’ will remove duplicate rows from the extract.

Selecting ‘Include all calculations (including recalculations)’ will produce an extract with all rows.

Keeping all rows in the extract will allow you to see which form answers have been changed between recalculations and highlight potential training requirements.

We’ve added a loading screen for when the extract is being created, and improved the user experience of downloading the extract when it is ready.

We have added a new column to the extract spreadsheet labelled ‘Number of calculations’. The first calculation for an individual will be ‘1’, and any subsequent recalculations will produce a new row and the ‘Number of calculations’ value will increase sequentially.

By clearly showing the number of calculation requests on a given form this will identify where there is a high volume of calculation requestions - allowing you to target forms requiring review/moderation and to highlight potential training requirements.

We’ve made historical form definitions available in Data Explorer. This means that where you have upgraded a form/Formulate model, you will now be able to deactivate the old form definition but still report on the data.