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How to Analyse Survey Data - The Tabx Workflow

How to Analyse Survey Data - The Tabx Workflow

15th August 2019 in Tutorials by Elliott Barratt

Tabx is designed to get your data from collection and QC to being delivered as quickly as possible. In this article we explore the main workflows that are executed in Tabx.

Three Basic Workflows

Broadly speaking, the three main workflows in Tabx are as follows:

  1. To analyse survey data in-house, using the Interrogate tool.
  2. To create and export elements to use in construction of reports including visualizations and Crosstabs using both the Interrogate tool and the Analysis tool.
  3. To create and deploy data driven, interactive dashboards to end clients using the Dashboard tool.

In-house Insight Extraction

The first workflow we'll explore is a use case most Market Research Agencies will need. Part of the process of analysing survey data is to drill down, break, chop and change the data to answer the questions that research was designed to answer. Often the data needs to be compared to itself from another viewpoint, which is where the Interrogate tool shines. Common steps to do this would be:

  • Upload the data. Tabx accepts SPSS .sav files directly so you don't need to have a data processing team export to an intermidate file format. For data files with none-standard origins, Tabx also accepts CSV.
  • With the newly created project, perform some basic grouping of variables, for example - Brand Awareness variables and Demographic variables.
  • Open that project in the Interrogate tool:
    • Create Interrogation windows to be able to compare data. For example, Window 1 might contain a Brand Tracking variable broken by Age Group and Window 2 might contain that same Brand Tracking variable broken by Region.
    • Choose the most useful chart type from Tabx's available charts.
    • Filter those chart's by other relevant variables.

The Interrogate tool is designed for comparative analysis, providing a clean layout for insight extraction. For more information on using the Interrogate tool see Using the Interrogate Tool in Tabx.

Creating Exports

The second workflow we'll explore is the use of Tabx to generate elements that may then have further use in report generation or advanced analysis. Exports from Tabx include:

  • Lossless images of Charts (PNG).
  • Native Excel files of Tables and Crosstabs.
  • Embedable, interactive charts to insert into webpages.
  • Read-only dashboards for public or private consumption.

The workflow is much the same as using the Interrogate tool. Once a project is uploaded and set up, a user has the option to generate these exports wherever a chart or table exists, be it in the Interrogate tool or part of a data driven, interactive Dashboard. 


One of the most vital exports from Tabx is the collated Crosstab. Tabx is able to produce huge Crosstab tables faster than any other solution on the market. Added to this, thse tables can be exported to native XLSX files, where cell types are maintained and blank rows / columns are inserted for those looking to format them with macros. To learn more about Crosstabs in Tabx, or so download example XLSX files, see Tabx Crosstab Generation.

Deploying Dashboards

Tabx is the fastest tool to transform survey data into deliverable, interactive dashboards. The Dashboard tool is an intuitive drag and drop interface, where every change you make is saved.

Dashboards can be served in two ways:

  • Interactive, user based dashboards.
  • Read-only publishable dashboards.

Agencies can choose how the deliver dashbaords based on who will be using them.

To gain access to a fully interactive dashboard, you can provide a User login from within the Tabx admin panel. This will allow that user to login and use the full Tabx toolset. This option is recommended, as it allows users much greater freedom to interact with the data presented. Dashboards contain a "view mode" for this type of delivery method, which will prevent a user from changing layout.

In the case where the delivery of a static view of a dashboard is desireable (for example, to none tech oriented clients, or public use) Tabx provides a unique URL and passcode for every dashboard created. This URL can be distributed anywhere, and when accessed provides the onlooker with a limited, none interactive view of that dashboard. Animations will still play, but data and layout cannot be changed. 

To learn more about dashboards and the Dashboard tool, see Dashboards and Visualization.


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