Socrata Recovery Insights Overview

Contents

• Overview 
• Creating an Account and Signing In 
• The Overview Tab 
  • Date & Global Filters 
  • All Metrics 
  • Bookmarks 
• The Analysis Tab 

Overview 

The Socrata Recovery Insights is a new solution targeted to state and local government economic and fiscal policy makers to provide them with the insights they need to manage a strategic, equitable recovery from the COVID-19 pandemic. The solution surfaces data from the clients' ERP and permitting and licensing system as well as ties in third-party data on business revenue, consumer consumption, and real estate transactions. 

Creating an Account and Signing In 

Users who have security access to an instance of Socrata Recovery Insights can sign in with their Socrata platform account, or using their government email address via Single Sign On (if enabled). 

For users who do not yet have a Socrata account, please visit this link and create an account with your government email address. 

Once you have created an account, navigate to the application URL and sign in with your username and password. 

The Overview Tab 

Date & Global Filters 

All data within Socrata Recovery Insights is controlled by the date filter in the upper-left corner of the screen. Depending on the configuration, users can either select the fiscal year or date range that they would like to analyze, and all of the metrics within the application will update based on the selected date range. 

Socrata Recovery Insights also contains global filters in the upper-right corner of the screen that allow users to apply a common filter across multiple metrics at the same time. 

All Metrics 

The Overview section of Socrata Recovery Insights consists of a series of metric tiles that can contain: 

• A "big number," or total number for the configured metric. 
• A default visualization, that provides an initial indication of the dimensions of the configured metric. 
• (Optionally) A Status indication, which indicates if a metric is on track or off track based on configured thresholds. 
• A description, which explains the nature of the calculation for the metric and what it means. 

Bookmarks 

The Bookmarks tab contains all bookmarks that the user has configured or that have been configured on their behalf. A bookmark is a personally curated view of a metric, which can contain any filters, projections, or other configurations that the user has selected.  

The Analysis Tab 

By clicking on any metric on the Overview tab, the user will be taken to the Analysis tab, which enables an exploratory, multi-dimensional analysis of the selected data. 

1. Data Pivot 
   The information in the analysis tab is governed by the Data Pivot control, which allows users to select the topic area, the metric, and the dimension of that metric they would like to analyze. In this example, the user is looking at the Actuals vs. Budget topic area, the Actuals vs. Budget metric, and is breaking down that data by Function.
2. Share, Export, and Bookmark Controls 
   At any point, users can either share a metric via email to another user, which will send them an email with a deep link to the current view and an image of the chart attached, export a metric to download a JPG image of the current chart, or bookmark to save and monitor the current view.
3. Analysis Tabs 
   Metrics in Socrata Recovery Insights can be analyzed in different ways, including a drilldown oriented Snapshot view, a time-based Over Time view, and a Details view that contains the detailed records that make up the metric, and the option to download those records into Excel. Some metrics may also have a geospatial Map view, or a Distribution view to see different analyses of the selected metric.
4. Chart Selection 
   In the Snapshot, Over Time, Distribution and Map analysis tabs, some metrics have different chart options available to allow users to visualize data in different forms. In this example, the user can choose between a line chart view, an area chart view, and a cumulative "burnup" view. 
5. Breadcrumb 
   The Breadcrumb tells the user the total value for the current view, and adds additional levels as the user drills down into their selected data. 
6. Filters 
   Users can interact with pre-exposed filters, or select the Add Filters button to filter the current metric by the selected dimension. Users can filter for specific terms, or using "contains" and "does not contain" keywords, to filter down to the right data.  
7. View Options 
   By clicking on the gear icon in the upper-right corner of the analysis page, users can see the View Options for the current metric. View options allow the user to change different aspects of the currently selected chart, for example changing an over time chart from a Rolling to a Year on Year view, enabling a benchmark, or enabling projections.
8. Projections 
   If enabled, users can select a Linear, Historical, or a "Prophet" Machine Learning-based forecast for their current metric. 
9. Categories 
   In the Over Time view, users can add any specific category from the currently selected dimension to the chart. For example, in this view, the user has "by Function" selected as their dimension, and can add additional lines to the chart that represent specific Functions from the data.
10. Descriptive Sentence 
    All metrics in Socrata Recovery Insights come with an automatically generated descriptive sentence that indicates the time range, filters, and last updated date for the currently selected view. This sentence is included in Exported or Shared images created by the application to provide context to recipients and other users. 

Saving a View to Your Dashboard

Users may wish to save a specific view within the Socrata Recovery Insights application to their personal dashboard. To do so, the user can create a bookmark by following the steps below. 

Step 1: Select Bookmark in the Analysis tab 

Step 2: Personalize the bookmark title and description 

The title will default to the name of the metric the user is bookmarking, but can be customized. The description will appear on the bookmark tile on the user's personal dashboard. 

Step 3: Adjust filters and views 

The Filters and views tab of the bookmark creation modal enables the user to modify any filters applied to the view, as well as update the bookmark's default view. 

Step 4: Add monitoring condition(s) 

Clicking on "Add a condition" enables the user to select from a list of monitoring conditions. If a benchmark is enabled for the view that is being bookmarked, benchmark-specific options will appear in the list. 

List with no benchmark enabled: 

List with benchmark enabled: 

After the user selects a condition type, they can set the threshold at which the monitor should trigger: 

The user can add multiple conditions to achieve the desired monitoring state. 

Step 5: Enable email alerts 

After adding conditions, the user can elect to receive email alerts for their bookmark. There are two options: 

1. Daily: the user will receive an email every day with a report of the currentvalue of the metric they have bookmarked.
2. Only if threshold is breached: the user will receive an email only if all monitoring conditions are met.  

Step 6: Click Save and view bookmark on dashboard 

After saving, the user can navigate back to the Overview tab to view their bookmark in the Bookmarks tab. 

The bookmark tile appears with the following components (labelled in the above image): 

1. Default or user-modified title 
2. User-provided description 
3. Default view/chart type set while creating bookmark 
4. If a monitor is set, a bell icon will appear in the left corner of the bookmark tile