Checklists for Reviewing Data

Updating Data files

Use the following checklist to check features on the website when updating data files.

Production Monthly

• Make sure the downloaded data matches the raw data. Raw data saved here (Insert Teams link to raw file)

Homepage - Yearly Breakdown

• Select a year and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent year.
  • Period - Fiscal Year
  • Period - Calendar Year
  • Commodity - Oil (bbl)
  • Commodity - Gas (mcf)
  • Commodity - Coal (tons)

Homepage - Monthly Breakdown

• Select a month and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent month. Be sure to verify negative numbers are correct if applicable
  • Period - Most recent 12 months
  • Period - Fiscal Year
  • Period - Calendar Year
  • Commodity - Oil (bbl)
  • Commodity - Gas (mcf)
  • Commodity - Coal (tons)

Homepage - Source File

• Check source file links are correct.

Query Data - In the 'Period' category, filter to 'Monthly' and check the following:

• One Land Type filter
• One to three Products
• Downloads matches filtered data

Download Page

• Dates and file size are correct for csv and excel

Monthly Snap Shot

• Check graphs match homepage

Production Calendar Year or Fiscal Year
NOTE: "Mixed Exploratory" land category is removed from the product totals seen in Query and Explore.

• Make sure the downloaded data matches the raw data. Raw data saved here (Insert Teams link to raw file)

Explore Data - Map and Detail Card

• Select a year and select a state with data, verify information on the detail cards are correct as well as the Production Over Time line graph. Repeat with the latest available year.

  • Period - Calendar Year
  • Period - Fiscal Year
  • With 2-3 additional commodities

• Select a year and select a county with data, verify information on the detail cards are correct as well as the Production Over Time line graph. Repeat with the latest available year.

  • Period - Calendar Year
  • Period - Fiscal Year
  • With 2-3 additional commodities

• Select a year and select an offshore area, verify information on the detail cards are correct as well as the Production Over Time line graph. Repeat with the latest available year.

  • Period - Calendar Year
  • Period - Fiscal Year
  • With 2-3 additional commodities

• Select a state and county without data and verify the expected information is displayed.

• Add Nationwide Federal Card and verify the expected information is displayed

• Add Native American Card and verify the expected information is displayed

Explore Data - Nationwide Production Summary and Top Nationwide Locations

• Verify breakdowns by production type and source are correct as well nationwide locations for the conditions below.
  • Not current Calendar Year
  • Current Calendar Year
  • Not current Fiscal Year
  • Current Fiscal Year

Query Data, in the 'Period' category, filter to either 'Calendar Year' or 'Fiscal Year' and check the following:

• One Land Type filter
• One State
• One Offshore Region
• One to three Products
• Downloads matches filtered data

Download Page

• Dates and file size are correct for csv and excel

Revenue Monthly

• Make sure the downloaded data matches the raw data. Raw data saved here (Insert Teams link to raw file)

Homepage - Yearly Breakdown

• Select a year and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent year.
  • Period - Fiscal Year
  • Period - Calendar Year
  • Breakout - Source
  • Breakout - Revenue Type
  • Breakout - Commodity

Homepage - Monthly Breakdown

• Select a month and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent month. Be sure to verify negative numbers are correct if applicable
  • Period - Most recent 12 months
  • Period - Fiscal Year
  • Period - Calendar Year
  • Breakout - Source
  • Breakout - Revenue Type
  • Breakout Commodity

Homepage - Source File

• Check source file links are correct.

Query Data - In the 'Period' category, filter to 'Monthly' and check the following:

• One Land Type filter
• One Revenue Type filter
• One State
• One Offshore Region
• One to three Commodities
• Clear all and change grouping
• Downloads matches filtered data

Download Page

• Dates and file size are correct for csv and excel

Monthly Snap Shot

• Check graphs match homepage

Revenue by Company

Download Page

• Dates and file size are correct for csv and excel
• Make sure the downloaded data matches the raw data. Raw data saved here (Insert Teams link to raw file)

Explore Data - Click on the "Federal revenue by company" link below the map

• Select a year and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent year
  • One to three Companies
  • Revenue Types within a Company
  • One to three Commodities
  • Check the Top 10 Companies (highest revenue) to ensure revenue sums and their percent of total is correct
  • Check "Other Companies" to ensure that the revenue sum and percent of total is correct

Query Data - In the "Data Type" category, filter to "Federal revenue by company"

• Select a year and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent year
  • One to three Companies
  • One to three Revenue Types
  • One to three Commodities
  • Clear All and change grouping
  • Download matches filtered data

Revenue Calendar Year or Fiscal Year

• Make sure the downloaded data matches the raw data. Raw data saved here (Insert Teams link to raw file)

Homepage - Yearly Breakdown

• Select a year and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent year.
  • Period - Fiscal Year
  • Period - Calendar Year
  • Breakout - Source
  • Breakout - Revenue Type
  • Breakout - Commodity

Homepage - Monthly Breakdown

• Select a month and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent month. Be sure to verify negative numbers are correct if applicable
  • Period - Most recent 12 months
  • Period - Fiscal Year
  • Period - Calendar Year
  • Breakout - Source
  • Breakout - Revenue Type
  • Breakout Commodity

Homepage - Source File

• Check source file links are correct.

Explore Data - Map and Detail Card

• Select a year and select a state with data, verify information on the detail cards are correct as well as the Revenue Over Time line graph. Repeat with the latest available year.

  • Period - Calendar Year
  • Period - Fiscal Year
  • With only 2-3 commodities selected

• Select a year and select a county with data, verify information on the detail cards are correct as well as the Revenue Over Time line graph. Repeat with the latest available year.

  • Period - Calendar Year
  • Period - Fiscal Year
  • With only 2-3 commodities selected.

• Select a year and select an offshore area, verify information on the detail cards are correct as well as the Revenue Over Time line graph. Repeat with the latest available year.

  • Period - Calendar Year
  • Period - Fiscal Year
  • With only 2-3 commodities selected.

• Select a state and county without data and verify the expected information is displayed.

• Add Nationwide Federal Card and verify the expected information is displayed.

• Add Native American Card and verify the expected information is displayed.

Explore Data - Nationwide Revenue Summary and Top Nationwide Locations

• Verify breakdowns by revenue type and source are correct as well nationwide locations for the conditions below.
  • Not current Calendar Year
  • Current Calendar Year
  • Not current Fiscal Year
  • Current Fiscal Year

Query Data

• With a selected fiscal or calendar year range, verify the data is correct and then for the conditions below.
  • One Land Type filter
  • One Revenue Type filter
  • One State
  • One Offshore Region
  • One to three Commodities
  • Clear All and change grouping
  • Downloads matches filtered data

Download Page

• Dates and file size are correct for csv and excel

Disbursements Monthly

• Make sure the downloaded data matches the raw data. Raw data saved here (Insert Teams link to raw file)
  • Note: Make sure both datasets have the same sum. If there are line items that have the same fund type, revenue type, and location, they will be 'rolled up' together so the line item count may differ between the raw data and downloaded data.

Homepage - Yearly Breakdown

• Select a year and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent year.
• Breakout - Source
• Breakout - Recipient

Homepage - Monthly Breakdown

• Select a month and verify the amounts and comparisons are correct for the conditions below. Repeat with the most recent month. Be sure to verify negative numbers are correct if applicable
  • Period - Most recent 12 months
  • Period - Fiscal Year
  • Period - Calendar Year
  • Breakout - Source
  • Breakout - Recipient

Query Data - In the 'Period' category, filter to 'Monthly' and check the following:

• One Recipient
• One Source
• One State
• One to three Commodities if applicable
• Clear All and change grouping
• Downloads matches filtered data

Download Page

• Dates and file size are correct for csv and excel

Monthly Snap Shot

• Check graphs match homepage

Disbursements Fiscal Year

• Make sure the downloaded data matches the raw data. Raw data saved here (Insert Teams link to raw file)

Explore Data - Map and Detail Card

• With a fiscal year selected, verify the detail card and Disbursements Over Time are correct for the conditions below. Repeat with the current fiscal year.
  • State with data
  • State without data
  • County with data
  • County without data
  • Nationwide Federal Card
  • Native American Card

Explore Data - Nationwide Revenue Summary and Top Nationwide Locations

• Verify breakdowns by disbursement recipient and source are correct as well nationwide recipients for the conditions below.
  • Not current Fiscal Year
  • Current Fiscal Year

Query Data - In the 'Period' category, filter to 'Fiscal Year' and check the following:

• One Recipient
• One Source
• One State
• Clear All and change grouping
• Downloads matches filtered data

Download Page

• Dates and file size are correct for csv and excel

Federal Sales Calendar Year

Download Page

• Make sure the downloaded data matches the raw data. Raw data saved here (Insert Teams link to raw file)
• Dates and file size are correct for csv and excel

Query Data

• One to three Commodities
• One Land Type filter
• One State
• One Offshore Region
• Add a column
• Clear All and change grouping
• Downloads matches filtered data