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Create breakdown and adding series

Add series

Working with series is a powerful way to break down results into different levels and sub-levels. It is a quick and easy way to arrange data in multiple series to make them comparable with each other in your report.

When do I use add series?
Add series should be used when you need specific data to be displayed. For example, you have now made an employee survey and wish to see the results for women at the company compared to those of men at the company.

How do I use add series?
First you need to open the results of the survey. To do this you go to “See results or edit survey” and either click the survey name or the report icon under “Options

In this case, we will begin with filtering the results by “Gender”.

Next, we will create one series for “Man” and once we have done that, we will complete the comparison by adding a second series to include “Woman”:

    1. Click on the number of answers. In this case we have 91 answers connected to the option “Man”. If you click the number 91 connected to “Man” you will get the following menu:
    2. Click on the “Plus” (+) symbol and then press “OK”. This will choose to “Include” the answers in your filter. Once you have made this selection the result will look as follows:
    3. Go to the top of the page and click “ADD SERIES” in the report function bar (marked in yellow):
    4. Once  the page has reloaded, you will have two different columns in your report. One called “Man” (based on the filter in previous step) and another one called “Series 2”:
      You may, of course, wish to edit the names of each series to suit your needs. To do this, simply hover the mouse over the blue or purple area containing the Series name and click. You will then be given two different options: a trashcan and a small pen icon:

      Click the pen and you will be able to change the name of the specific series to your desired name. If you wish to remove this series, click the trashcan instead. This will only delete the created series, no answers will be deleted so you do not need to worry about losing any data when doing this.

    5. In this step you will need to add “Woman” to “Series 2”. To do this click on the number of respondents, which in this case is 34, once again the filter options will appear. Just like in previous steps, click the “Plus” (+) symbol and then press “OK”. Series 2 will then automatically change to “Woman”.

This is what it should look like now:

Note: The highlighted numbers in green represent WHAT you have chosen to filter for each of the series.

This concludes the first step of this “cross tabulation”. The survey results are now split into two different series: Man and Woman. Our next step is to break this down even further” by department. This is done in a similar way to when we added “Man” and “Women”.

That means two steps. First we need to filter for an additional parameter. In this case we will add “Department” to both of our existing series.

First, click on the number of respondents for the department in question. In this example we will choose “Sales”. Click the number of respondents in the “Man” column which is 45 and, again, the filter options will appear. Click on the “Plus” (+) symbol and finish by pressing “OK”. Repeat this step for “Woman”, but of course you should choose the number located in the column for “Woman” instead. In this case the number is 17.

We have now added the department “Sales” to each gender in the survey.

If you scroll through the survey report you will only see the answers for Men and Women working in the Sales department. You can, of course, cross tabulate even further if you wish. The only limit is that the questions needs to have been part of the survey and have answers registered to them.

The end result of our example should look like this: