Technical FAQs#

Which transaction types are used in summary tables?
How is the data cleaned?
How is data assigned to a specific year?
How are exchange rates calculated?
Why is my organisation’s data missing from a recipient country’s chart/table/map?
Why are graphs missing from my activity?
Why do graphs start at 1970-01-01 for my activity?
What is the source of country codes and descriptions?
Where is the additional data used in d-portal stored?
Why are sectors aggregated using DAC 3 Digit codes?
How are results percentages calculated?

1. Which transaction types are used in summary tables?

Spend data is the sum of expenditure and disbursements. If these are not published, outgoing commitments will be used.
Total commitment is the sum of outgoing commitments. If these are not published, expenditure and disbursements will be used.
Budget is the sum of budgets. If these are not published, planned disbursements will be used.

2. How is the data cleaned?: To be updated following finalisation of new data policy.

3. How is data assigned to a specific year?

For transactions, using the transaction date, else the value date.
For budgets, using the end date.

4. How are exchange rates calculated?

Exchange rates are taken from the Freechange application. Freechange uses a number of sources for exchange rates, depending on data availability. These are fully described in the Freechange Github repository.

For USD, GBP, EUR, and CAD, currency conversion is carried out when transactions and budgets are imported into d-portal. The value-date element is used as the exchange date.

For all other currencies, transactions and budgets are initially converted into USD. They are then converted into the target currency using today’s exchange rate. These values are estimates, and will be less accurate for older transactions.

5. Why is my organisation’s data missing from a recipient country’s chart/table/map?

Charts need a transaction with a transaction date in the relevant year, with a valid recipient country code or sector code.
Tables need a transaction with a transaction date in the relevant year, with a valid recipient country code or sector code.
Maps need transactions with a valid location tag and recipient country code.

6. Why are graphs missing from my activity?: Graphs are only shown for an activity if all transactions are in the same currency.

7. Why do graphs start at 1970-01-01 for my activity?: D-portal does not adjust the x-axis when there is only one transaction of a given type, or if all transactions are on the same date. The axis will be adjusted when more transactions are added.

8. What is the source of country codes and descriptions?: The ISO 3166-2 Wikipedia page.

9. Where is the additional data used in d-portal stored?

In github. This includes:

List of Reporting Organisation IDs
Currencies
Exchange rates
Sector codes

10. Why are sectors aggregated using DAC 3 Digit codes?: Some organisations only publish data with DAC 3 Digit codes. DAC 5 Digit codes are converted to 3 digits for d-portal visualisations.

11. How are results percentages calculated?

The results percentage is the actual value, expressed as a percentage from the baseline value to the target value. It is clamped from 0 to 100. If the target or actual value is less than the baseline value, the percentage will be 0%.

For example, a result could have baseline of 10, a target of 100, and an actual value of 50.

The baseline to target value change is: 100 - 10 = 90
The baseline to actual value change is: 50 - 10 = 40
The results percentage is therefore: 40/90 x 100 = 44%