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Tabx Tips #1: 3d Segmentation

Tabx Tips #1: 3d Segmentation

12th February 2020 in Tutorials by Elliott Barratt

Being able to apply a third dimension when analysing data is a powerful tool in building your segments. In Tabx, it's just a few clicks - here's how.

The 3rd Dimension, or "Subset"

When applying segmentation to your data, either tier 1 or 2, it's often required that you look at multi-dimensional data. Traditionally, this would be done in table form via a Crosstab (which you absolutely do in Tabx!), however sometimes you'll need to chart this data which can be time consuming, if it's even supported at all! Enter Tabx...

At the core of Tabx is the Chart-Table set, used to chop/break/slice into your data and create an image, office object or excel table deliverable. In Tabx, we make it as easy as possible to analyse a core variable, broken by another variable (2nd dimension) and subset by a third (3rd dimension). For this reason, the third dimension is called the "subset", which Tabx smartly applies with just one selection.


For this example, we'll look again at the Brand Awareness variable we looked at in How to analyse trends in survey data - but instead of breaking this variable over time, we'll instead segment by some tier 1 demographics. To start, we'll go the Interrogate tool - perfect for chopping and changing your view on data without worrying about having to present it as part of a dashboard!

Note: Every step in the following sequence is the click of a single button (per step) in the settings dialogue for that chart. The whole process takes less than 30 seconds!

1. The default chart looks as follows, after selecting the Brand Awareness variable:

2. First we apply the Age Groups variable as a break,. in the settings dialogue:

3. Now for the fun bit - in the same section (Break Variable) choose another variable to apply as a subset. This will intermix the subset variable's answer categories with the Analysis variable's.

4. To make the chart easier to understand (instead of a lot of columns) we can select Stacked Chart as the chart type, which neatly stacks our Analysis+Subset variable combo by the Age Group break.

5. Going even further to increase legibility, we use the series colours to quickly apply a gradient to each set of "Aware" to "Not Aware" answer categories. Note here we simply chose two colours to denote the Gender split. The darker the colour, the more aware that segment is of this brand.

6. In some circusmtance you won't have totals of exactly 100% using integers. Increasing the chart and table accuracy to 1 decimal place fixes this, and now the chart's stacked bar align perfectly.

7. For the final touch, we move the legend onto the right hand side, making the list of answer categories much easier to read!

8. The final chart is now ready to be exported to an image or office object and the table ready to be saved as a native excel file.

Try yourself

Tabx is free to register with. Free licenses can upload 2 projects, each with a maximum of 1000 respondents and 200 variables. When it takes less than 5 minutes to create charts like this, why not upload some of your own data and see for yourself?


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