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Create breakdown and adding series

Add series

Working with series is a powerful way to break down the result 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 that of men at the company.

How do I use add series?
First you need to open the result 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 start by doing a comparison on “Gender” then we will continue and chose departments as well.
We begin by filtering the results on the question “Gender”. In this example we will begin by adding “Man” into one series and when we have done that complete the comparison by adding a second series to include “Woman” as well:

    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 following image:
    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 your report 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 edit the names of each series the way you like, just hover the mouse over the blue or purple area containing the Series name and click, you will be given have 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 a 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 “Women” 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”. The series 2 will automatically change name to “Women”.

This is how it should look like now:

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

This concludes the first step of this “cross tabulation”. The survey result is now split in to two different series, Men and Women. Our next step is to break down this even further, in this case on departments. To do this it 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”. Press 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: