Understanding Data Tools in Wathaga

Data Tools and Data in Wathaga

The Data Tools section in Wathaga is one of the platform’s most powerful features, allowing you to design, collect, import, and analyse data for your initiatives. Whether you’re creating surveys, feedback forms, or importing existing data, Data Tools help you organise and connect information for reporting and decision-making.

1. Creating a Data Tool

1. Go to Data Tools in your initiative menu.

2. Click Create New Data Tool.

   Set permissions:

   • Public – anyone with the link can view and submit data.
   • Limited Access – restrict to specific users, roles, or data sources.
3. Give your tool a Name and Description.
4. Add Labels (e.g., Big Goals, Streams, Activities) so that all collected data is automatically tagged.

2. Adding Data Fields

• Use Standard Fields like Name, State, Address, or create your own custom fields.

  Choose a Field Type:

  • Short Text or Long Text
  • Multiple Choice
  • Number, Date, Image Upload, etc.
• For choice fields, add as many options as you need.
• Save your fields to complete the form design.

3. Sharing Your Data Tool

• Once created, your Data Tool generates a unique link that can be copied and shared.
• Public tools can be opened in a browser for anyone to submit responses.

4. Viewing and Managing Data

• All responses appear in the Data section of Wathaga.

  Click View All Data to:

  • See submitted responses.
  • Import Data in CSV format (matching column headers to the tool’s fields).
  • Export Data for offline analysis.

5. Summarising Data

• From the Data section, click Create Summary to generate insights.

  Choose:

  • Image Summary – for visual data or charts.
  • Text Summary – for written insights.
• Use Wathaga’s AI Summary feature to automatically generate analysis.
• Label summaries and Save & Publish so they’re available for reports.

6. Using Data in Reports

• Published summaries appear in the Summaries section.
• You can insert summaries directly into reports for stakeholders.
• Snippets from related files or transcripts can also be linked for context.

7. Best Practices

• Label everything – consistent tagging makes retrieval and reporting easier.
• Use templates when importing – ensures your CSV matches Wathaga’s field structure.
• Create multiple tools for different aspects of a project – there’s no limit to how many you can make or how much data you can collect.
• Regularly review summaries to keep insights current.