The Aim of this blog:

The aim of this blog is to showcase what I have achieved on the second day of the dashboard week.

What did I build:

C:UsersEricShangVideosThe Data SchoolDay 2 - World Bank FMIS2021-08-31 21_04_48-Tableau - World Bank FMIS Dashboard

The dashboard I build is designed to explore the trend in FMIS Projects

The data set that we used for day 2 of dashboard week is the “Financial Management Information Systems Database, FMIS Projects Database (July 2021)” data set.

To prepare the data for virtualization.

Firstly, I inputted the dataset into Alteryx Designer

Then, I converted all the columns that is a date into a Datetime data type with Alteryx Datetime Tool.

Afterward I separate and re-combined the data set into a timeline format.

Lastly I used the Data Cleansing Tool to remove trailing white spaces in project names.

 

Link to The Dashboard

https://public.tableau.com/views/WorldBankFMIS/FMISProjectsTrendExploration?:language=en-US&publish=yes&:display_count=n&:origin=viz_share_link

The Data set that I used:

For this Dashboard, I used the “Financial Management Information Systems Database, FMIS Projects Database (July 2021)” data set.

Which comes from the Financial Management Information Systems (FMIS) Database.

The Financial Management Information Systems (FMIS) Database contains a rich set of operational data and performance ratings.

They are related to all completed and active FMIS projects funded by the World Bank (investment lending with large ICT components) since 1984.

In addition to existing project data, details of ICT solutions, cost, duration, and performance of FMIS implementation.

Relevant web links are also presented for the benefit of task teams, as well as the client countries and development agencies involved (in spreadsheet format with metadata, statistics, and timelines).

The FMIS Database was released in August 2010, as a part of the FMIS Study and is updated biannually to reflect the developments since then.

What Tool did I use in Alteryx ?

C:UsersEricShangVideosThe Data SchoolDay 2 - World Bank FMIS2021-08-31 21_40_05-Alteryx Designer x64 - World Bank FMIS.yxmd

The screen shot above is my Alteryx Workflow, it’s rather straight forward.

Alteryx Designer x64 - World Bank FMIS Part 1

I started from Importing the .xlsx file into the Alteryx Designer. 

Then I converted Concept Review, Approval, Effective Actual, Closing and Closing Actual into Datetime format.

Alteryx Designer x64 - World Bank FMIS Part 2.yxmd

Once all the datetime variable has been converted, I then set size of the mark I will be plotting with a formula.

Afterward, I union each part of the timelines back.

Finally, the data set is outputted twice, once as a timeline, which we created.

The other time is in it’s original form, but cleaned none the less.

Conclusion:

There you have it.

A simple dashboard to explore the trend in FMIS Projects

 

 

Eric Shang
Author: Eric Shang