Help: Dashboard: cost effectiveness

Portfolio dashboard and record downloads

Cost-test ratios (TRC, PAC, RIM and the societal tests) by sector, year and program. Each ratio is summed benefits over summed costs, never an average of ratios. Without admin leaves administration costs out of the cost.

Programs flagged as excluded from cost effectiveness, codes and standards and pension and benefits are left out unless you include them.

How to

• Choose the series (forecast, claims and, where there are any, monthly reports), the years, the metric and how to view the rows, then Apply.
• Narrow to PAs, sectors, programs or measures under Filters. Open the PA list to tick All PAs, a whole group (IOUs, RENs or CCAs) or single PAs inside one, and statewide programs. Applied filters show as chips; Remove takes one off.
• Point at a chart's row to see its values. With the keyboard, Tab to the chart and use the up and down arrow keys; Escape hides the values. The table under each chart lists them all.
• Select a section's heading (Filters and view, Chart, Table) to fold it away or open it again. This browser remembers your choice.
• Select a row's name to drill down one level; Program page opens the program.
• Download these rows gives the rows you see as CSV, Excel or Parquet, forecast and claimed together in one file when both are shown; Download the records behind these rows gives the measure-level records they add up, one download per series.

A tour of the page

On the page, the (?) beside the heading opens this help, and Take a tour of this page shows these steps one at a time beside the part of the page each describes. Some steps are only for parts that some people see, or that only some pages of this kind have.

1. The dashboard's pages

   Each page looks at the same published data another way. Your years and filters go with you from page to page.

2. What to show

   The series, the filing a forecast comes from, the years, the metric and how to break the rows down. Choose, then Apply. Select Filters and view to fold these away; the page remembers it, as it does for each chart and table.

3. Filters

   Narrow to PAs (or every PA of a type), sectors, programs or measures. The count says how many are applied.

4. The totals

   The totals of the rows below for each series, and the share of the forecast claimed so far.

5. The chart

   The same numbers as the table under it. Point at a row, or Tab to the chart and use the arrow keys, to see its values. The table is the full record; the chart is for the shape.

6. The rows

   One row per group. Select a name to drill down, and use the column headings to sort. Zero and blank differ; blank means nothing is filed.

7. Download these rows

   Exactly the rows you see, as CSV, Excel or Parquet, each file saying which release and filters it came from. With forecast and claimed both shown, one file holds both, with a Series column.

8. The records behind them

   The measure-level records these rows add up, with the same filters. A large set is made in the background and you are told when it is ready.

9. Saved views

   Views of this page you can open, yours, shared with you or published. Signed in, save this page's choices under a name to open it again on the data published then, or to share it.

10. Help on every page

    The question mark beside a page's heading opens this page's guide and its tour. All of Help, with the user guides and how to get support, is in the header.