As stated in the General article on Chart reporting, there’s a couple of things that need to be decided on when setting up a chart.
This article is based on the assumption that you would like a basic bar chart, showing how many percent of respondents gave a particular answer to a series of statements. To make this set up as concrete as possible, we will use the Voice of Customer project from your trial portal as a reference.
This article covers a step by step set up of this chart. We will divide these steps between the two tabs on which they are situated, the Look and feel tab and the Display points tab.
There are more switches and options to be found in the widget settings. To keep the structure, in this article we choose to highlight those options that are useful for the requirements stated above.
In this particular case, for clarity, we turned off the representation of n and we turned on the Legend.
Table of contents:
Look and feel
This is where you enter the title of your graph. If there is any additional information you would like to share, you can add this in the description.
In this case we will name this graph “How was your experience in the following areas of our customer service?” as this is the question that we posed to the respondents and we will further describe it as “The distribution of answers over the given statements”
In the carrousel you have already determined the orientation of your chart. The choice you made there (bar chart or column chart), will be marked as the default setting here. Still, if you change your mind, you can simply select a different option here.
In this case we want to create a chart with a sequence of horizontal bars, so we will choose “Bar”.
By setting the value type you determine how you want to measure your data. Do you want a calculation over the data available or do you want to gain insight in the distribution of a certain variable.
In this case we want to report on the distribution of different options within a variable (aka how many respondents gave the answer x to question y), so we check the option “Variable”.
This is where we choose the project you want to report on – in what database is the information that we need for the graph located?
If you click the dropdown, you will be presented with all projects that are available for reporting in your portal.
In this case we want to create an insight on the answers provided to the statements in the project “Voice of Customer”, so we select it from the dropdown.
This is where we tell the widget where exactly the data is located that we need to make the distribution over. We have already determined the relevant project, now we need to select the main column that holds the specific answers values we need for the distribution.
In this case we gathered this information through a questionnaire. The question page on which we posed the statements to the respondents was page 8 of the questionnaire and we named that question page Customer Service_Matrix Questions. Multiple statements were addressed on this page, but we need to select one main column to serve as the basis. We’ll chose the first statement to be the basis of our graph/comparison and select “Customer Service_Matrix Questions_page8_Question1”.
The Display Name is a tool you can use to clarify your variables over which you do the reporting. A column name or variable that is created in the database, is not always pleasing to look at, or clear in a report. This is why CYS allows for creating a display name for reporting purposes.
In this case we want the column name/variable “page8_Question1” (and other column names) to display in the graph as the actual statement as posed to the respondent, so this is how we renamed them.
By clicking the dropdown you are able to make a selection of the answers you want to be taken into consideration when reporting.
In this case we want to report on all answer categories, so we have selected all of them.
By choosing the Category axis, we can assign the basis or grounds for development and comparison. The multiple variable category draws up a comparison of the chosen distribution between the values of multiple (background) variables.
In this case we want our chart to compare the distribution of answers between the different statements that belong to our franchise, so we need to select “Multiple Variable”.
By selecting “Multiple Variable” as your Category axis – Type, you will see two new options appear on your screen: Category Axis – Multiple Variable and Display Result. Clicking on this dropdown, you will once again see a list of all columns in your database. Here you can select the columns that hold the information over which you want to make the compare.
In this case we want to compare the distribution of answers over all statements posed within the question. We will therefore select all additional questions on page 8 (excepting Question1, which already serves as the basis as selected in step 5.
Sometimes you’d want to see the distribution of the answers given in percentages and sometimes you’d prefer fixed amounts. The Display Result option offers you to make this distinction.
In this case, due to the amount of responses, a distribution displayed in percentages is more desirable, so we make our selection accordingly.
This setting allows you to order the variables under comparison randomly or (reverse) alphabetize them.
In this case, we don’t really mind in what order the statements are represented, so we’ll keep it at the default “Random”.
It is possible to set filters on your data to limit the range of data on which the chart needs to report. For instance, when you only wish to see the CES comparison for a certain process.
In this case we want to see the overall CES compared, so no filters are needed. We will be leaving them blank.
Save your data and your dashboard to fix your bar chart in your dashboard.
It should look something like this: