There are two ways a client can be assigned to a unit - directly through an enrollment or through a referral with the Unit Queue. A dimension in the Inventory Model was developed to capture this data. This Look makes it easy to review clients that were enrolled in a program within the Reporting period, were connected to a unit attached to the program, and whether the connection to this unit was from a referral or attached at the enrollment level.
The steps below outline how to create this Look.
- Explore - Inventory Model
- Fields
Add the following fields to the Look:
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Dimensions
- Inventory - Programs Program Name - Unit
- Unit Occupancy - Assignment Method
- Pivot this measure by selecting the ‘Pivot Data’ icon
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Measures
- Clients - Number of Clients
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3. Filters
Add the following fields as filters to the Look:
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- Enrollments - Reporting Period Filter: is in the past 2 quarters
- Unit Occupancy - Assignment Method: is not null
Select Totals and Row Totals in the Data Toolbar. Update the Row Limit as needed.