Accessing Underlying Client Level Data

Click on the category title for the data you want to examine further. A pop-up box will appear (Figure 9).

Three options are displayed along the top of the pop-up box: “Keep Only”, “Exclude”, and “View Data”. Click “View Data” (Figure 9) to access underlying data.

Figure 10

A new window opens with two option tabs at the top: “Summary” and “Underlying”. Select the “Underlying” tab (Figure 10). The data elements involved in creating the chart will be displayed. This should usually give you what you need to complete data clean-up or quality assurance work.

If you need to see the full data set, not just the data elements used to make the chart, click the checkbox next to “Show All Columns” (Figure 11).

Reminder Users will only have access to data they have been assigned to in DAISEY.

Note: Users with the Reviewer role do not have access to underlying data. If the option is grayed out, you do not have access to underlying data.

Figure 11

Figure 12