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Interactive data visualisation overview

Find out how to use interactive data visualisation in Access Provider Intelligence to quickly explore and present provider data.

Written by Billy Dilks

You can use interactive data visualisation in Access Provider Intelligence to understand, explore, and present provider data visually. This makes it easier to spot patterns, trends, and insights across ratings, performance, geography, service types, and documents.

⚠️ Important: You'll need the appropriate permissions to use data visualisation features. Check with your administrator if the options are not visible.


Key features

Feature

Description

Multiple visualisation types

Bar charts, pie and donut charts, line graphs, and tables.

Automatic data analysis

Ask a question in plain language and visualisations are generated automatically.

Export and reporting

Download visualisations and underlying data to Portable Document Format (PDF), Excel spreadsheet (XLSX), Word document (DOCX), Comma-Separated Values (CSV), or plain text file (TXT) format.

Colour-coding for clarity

Colour schemes highlight key performance, for example green for Outstanding providers.


Request a visualisation

You can request visualisations using plain language in the chat. The more specific your request, the more targeted your chart.

  1. Click the chat input in Access Provider Intelligence.

  2. Type your question or request, for example:

  • 'Show me a bar chart of care homes by rating.'

  • 'Visualise providers by location.'

  • 'Pivot table of providers by service type.'

  1. Press Enter to submit your request.

  2. Review the visualisation generated on screen.

🤓 Tip: The more specific your request, the more targeted your chart. For example, try 'Care homes in London by Care Quality Commission (CQC) rating' for a focused result.


Understand your visualisation

Each visualisation type presents data differently to help you analyse and compare provider information.

Charts

Charts show distribution and trends instantly, for example the number of providers with each CQC rating. Colour-coded values make it easy to identify performance at a glance:

  • Outstanding — green.

  • Good — blue.

  • Requires Improvement — amber.

  • Inadequate — red.

Tables

Tables allow you to compare detailed data side by side across multiple providers or data points.


Download and share a visualisation

You can download any visualisation and its underlying data to share with colleagues or use in reports.

  1. Click Download on the visualisation panel, or type your export request in the chat, for example 'Export this as PDF.'

  2. Select your preferred file format from the following options:

  • Portable Document Format (PDF).

  • Excel spreadsheet (XLSX).

  • Word document (DOCX).

  • Comma-Separated Values (CSV).

  • Plain text file (TXT).

  1. Click Confirm to generate and download the file.

📌 Note: Your downloaded document includes the visualisation, underlying data, summary, and analysis.


Common use cases

Performance benchmarking

Compare ratings across providers or over time to identify trends and highlight areas for improvement.

Inspection planning

Identify providers by risk level or improvement trend to prioritise upcoming inspections and visits.

Board and team reporting

Quickly share clear, visual updates with your team or board without needing to build reports manually.


Good and poor practice

Good practice

  • Use specific, targeted requests when asking for visualisations to get the most relevant results.

  • Use colour-coded charts to quickly identify providers that require attention during reviews.

  • Download visualisations in PDF format when sharing with external stakeholders or presenting in meetings.

  • Use Excel (XLSX) or CSV format when you need to carry out further analysis on the underlying data.

Poor practice

  • Using vague requests such as 'Show me a chart' without specifying the data you need, which produces less useful results.

  • Sharing visualisations that contain sensitive provider data with people who do not have the appropriate permissions to view it.

  • Relying solely on visualisations without reviewing the underlying data to confirm accuracy.


Summary

Interactive data visualisation in Access Provider Intelligence makes it straightforward to explore, analyse, and present provider data visually. Using specific requests, understanding your chart types, and choosing the right export format will help you get the most from this feature.

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