For the complete DHIS2 documentation index, see llms.txt.

Trainer’s Guide to Organisation Unit Groups and Group Sets¶

What is this guide?¶

This guide is a support document for DHIS2 Academy trainers for the session "Organisation Unit Groups and Group Sets." This session follows the standard Academy training approach with

a live demo session where the trainer demonstrate and explain the features, and
a hands-on session with exercises where participants get to practice the same features.

This guide will help the trainer prepare for the live demo session. The “Live Demo step by step” section has a detailed walkthrough of all the steps to demonstrate with explanations and screenshots that should be easy to follow. Use that when preparing for the live demo session.

There is also a Quick Guide which lists the steps very briefly and this is meant as a lookup guide or “cheatsheet” WHILE doing the demo, to help the trainer remember all the steps and the flow of the demo.

Learning objectives for this session¶

Review the concept of organisation units
Describe what organisation unit groups are
Describe what organisation unit group sets are
Use organisation unit groups in analysis apps
Use organisation unit group sets in analysis apps
Describe the limitations of creating organisation unit groups in maintenance
Add organisation units to organisation unit groups via import/export
Configure organisation unit group sets in maintenance

Time Requirements¶

Live Demo: 30 min
Hands-on Exercises: 30 min
Assignment: 30 min

Background¶

Preparations¶

Best Practices¶

Before starting the demonstration, please keep in mind that the most important thing is that the audience is following, so make sure to ask questions to the audience to verify that they are following. If something is unclear, go back and go through it slowly. If you don’t have time for all the steps, it is better to cut some steps, than to go fast while nobody understands.

There are two potenital ways to conduct the session:

Break where it says stop and allow the participants to work through identified exercises
Allow the participants to follow along with you at the same time. In this scenario, it is ideal if there are other trainer's moving around the room to support participant's as it will be difficult for the trainer leading the session to answer many individual questions during the demonstrations.

Quick Guide¶

Review the presentation on organisation unit groups
Review how organisation unit groups and group sets can be used to visualize data
Review and create the chart "EPI - BCG Doses Given < 1 Donor 1, Last 12 months"

STOP - Perform Exercise 1

Show how to manage OU Groups and OU Group Sets in Maintenance

STOP - Perform Exercise 2

Create org unit groups via maintenance
Review the format of the orgunit group import file
Populate the orgunit group import file

STOP - Perform Exercise 3

Import the org unit groups into DHIS2 via the Import/Export app

STOP - Perform Exerise 4

Create the OU group set via maintenance

STOP - Perform Exercise 5

Explain the connection of data dimensions to analytics and use the created groups in visualizer

STOP - Perform Exercise 6

Live Demo step by step¶

Review the presentation on organisation unit groups¶

Review how organisation unit groups and group sets can be used to visualize data¶

Review and create the chart "EPI - BCG Doses Given < 1 Donor 1, Last 12 months"¶

You will start the session by recreating the following chart.

You can open this chart by navigating to data visualizer and opening the chart "EPI - BCG Doses Given < 1 Donor 1, Last 12 months"

This chart has two organisation unit group sets that are being applied to it, located in the filter of the chart. In analysis, we can apply as many combination of data dimensions as required to create our intended input and organisation unit groups/group sets can help with this.

They can also support the disaggregation of our data.

Move the org unit group set "Type" from the filter to the category and update the chart.

We can now see the chart is disaggregated by the org unit groups within the group set "Type"

Create a new chart¶

To create a new chart select File - > New

Here are the inputs for the chart:

Chart Type - Column

Data - Data Type : Indicator - Indicator group: Immunization - Indicator name: EPI - BCG Doses Given < 1 Donor 1

Period - Last 12 months

Organisation unit

When opening the org unit pane, explain that org unit groups can also be used to select relevant organisation units to include in your analysis. Using this option, we can not use the compound filtering options we observed in the first chart we were shown; however if you just want to quickly select a group of organisation units to use in analysis, this can be done. This is another reason why it is very useful to group your organisation units. Note that you can select multiple org unit groups in this selector.

As an example, you can select Central Hospital and District Hospitals as the org unit groups and update the chart.

Have a close look at the chart. The org unit groups are not added as data dimensions in this scenario so we can't disaggregate the data any further; however a filter is being applied to only show data from the org unit groups being shown.

Clear the selection of any org unit groups selected here and just ensure Lao is selected as the org unit

Add in the org unit groups Central Hospital, District Hospitals, Health Centres and Provincial Hospital options from the type org unit group set data dimension

Alter the chart layout to look like the following

Then update the chart

Using the org unit group sets we have added, we can filter the chart further. As an example, we can remove some of the org unit types from the filter.

Update the chart and you will see the data is refined further

We can also use these dimensions to disaggregate our date in visualizations. Update the layout to the following

And update the visualization

From these examples, we can see there is a lot of flexibility introduced by using org unit groups and group sets in data analysis; and having them configured correctly will prove very useful.

STOP - Perform Exercise 1¶

Show how to manage OU Groups in Maintenance¶

In order to create org unit groups and group sets in DHIS2, we can use the maintenance app. This should be a review for most participants.

Navigate to maintenance -> organisation unit and create a new organisation unit group.

Try to create a group for all health centres using your initials as a prefix.

When you go to filter organisation units by name type in "HC."

After you have filtered out your organisation units, you need to select them manually by selecting the checkbox next to the orgunit name to add them to your group. This can take some time so for demonstration purposes you may only select a couple and proceed to Save the org unit group.

STOP - Perform Exercise 2¶

Create the OU group set via maintenance¶

To finalize this process, you would normally have to create at least one more org unit group; however the steps you follow are the same as what we have shown now. Instead, we will use the org unit group you just made plus existing groups in order to create an org unit group set. Within the group set, exclusivity is a key principle. This means an org unit should not belong to more then one org unit group within an org unit group set. Also, each of the org units in the entire system should be within one of the org unit groups belonging to the group set as well. This is so when we perform analysis with these org unit groups and group sets, we are not excluding org units from our totals.

Navigate to org unit group set and create a new one within maintenance (maintenance -> organisation unit -> add new org unit group set).

Add in the following groups, using the health centre group you created rather then the existing one.

Explain the fields as you create this org unit group. Save it when you are finished.

STOP - Perform Excercise 3¶

Explain the connection of data dimensions to analytics and use the created groups in visualizer¶

Note that in order to use this org unit group set in analysis, analytics will need to be run and "data dimension" should be ticked within the org unit group set. If this is not done, it can not be used as a dimension in analysis. Some caution should also be exercised not to have an overwhelming amount of dimensions for the user, as that will make it very hard for them to find what they need.

Make sure everyone created their org unit group before running analytics. Run analytics, then you can have them use the org unit groups and group sets to make a chart like our first example.

Chart type - Stacked column

Data - Data Type : Indicator - Indicator group: Immunization - Indicator name: EPI - BCG Doses Given < 1 year Donor 1