Chart and Table Configuration in Tabx
Contents
Chart and Table configuration allows you to:
- Select the Variables from within Groups to be viewed on the chart or table.
- Hide answers from within these Variables from being included on the chart or table.
- Select to further sub divide the analysis variable via a Subset.
- Choose a number of Global Options for chart and table output.
- Choose a number of Table Options for chart and table output.
- Apply Filters to the chart and table output.
- Configure the look and feel of charts under the Settings tab.
Saving the Window / Card configuration
The configuration will automatically be saved every time a settings parameter is changed.
Variable selection
To select Variables to view in the Interrogate tool or the Dashboard tool:
- Click the Settings button at the top right of a chart card / window.
- Browse to the Data Sources tab.
- Choose a Group for either of the selectable group drop-downs.
- Choose a Variable for either of the selectable variable drop-downs.
- Your selection will be automatically applied to the window / card.
Sync a Variable to a Variable Control
When using the Dashboard tool, the option to Sync either the Analysis or Break Variable to a Variable Control on that Dashboard is also available. Choose the respective Variable Control from the Sync drop-downs in either the Analysis or Break Variable section. Read more about Filter Controls here.
Search for a Variable to select
In the Analysis and Break Variable sections, there is also an expandable section allowing you to search for a Variable to use in your project. Type in at least 3 characters of the Variable Name or Label (that has been modified or not) and Tabx will find those that match - simply click the variable you need and that will be auto-selected. Normal selection rules apply - if you try to select a variable from the Break search results that is already selected as the Analysis Variable, Tabx will default to using that Variable in the Analysis Variable only.
Hiding Answers
In some circumstance it is desireable to hide answers within a given variable. For example, if the category of "Don't Know / Refused" is empty and thus not important to be included within a given chart or table, it can be hidden from view. To hide a particular answer in a window / card:
- Click the Settings button at the top right of a chart card / window.
- Browse to the Data Sources tab.
- Check or un-check the appropriate answers from the list underneath the relevant Variable.
- Your selection will be automatically applied to the window / card.
It may be faster to Hide / Unhide all, then make your final selection.
Subsets
Tabx supports an additional break (as opposed to a bannered cross break) of any Variable by any other suitable Variable. To apply a Subset to a given Analysis or Break Variable:
- Click the Settings button at the top right of a chart card / window.
- Browse to the Data Sources tab.
- Choose your Subset variable from the subset dropdown box in either the Analysis or Break Variable sections.
- Your selection will be automatically applied to the window / card.
Variable Arithmetics
Tabx supports a range of Arithmetic functions that can be applied to Scalar and Single type variables:
- Click the Settings button at the top right of a chart card / window.
- Browse to the Data Sources tab.
- Choose your option from the Variable 1 Arithmetics dropdown box.
- Sum
- Mean Average
- Index (data transformed to be a score out of 100)
- Maximum
- Minimum
- Count
- NPS
- Your selection will be automatically applied to the window / card.
NPS (Net Promotor Score) Calculations
To work correctly, the variable for which the NPS arithmetic calculation is being applied to should be the following structure:
- Answer categories of 1 - 10 (optionally 0 too, though standard Likert scales usually don't include 0)
The NPS calculation is an aggregate function that sums the count of respondents who answered codes 9 and 10, and substracts the summed count of those who answered 0 - 6, giving an NPS score.
Arithmetic and Weighting
All arithmetic functions within Tabx work correctly with weights applied. Simply enable Weighted Data in the Global Options (see below).
Benchmarks
Tabx has a fast way to add a benchmark series to your chart.
- Click the Settings button at the top right of a chart card / window.
- Browse to the Data Sources tab.
- Drop down the Benchmark input box in the Analysis section.
- Enter values for the series you're looking at. Values can be integer or decimal, and must be separated by commas.
- Hit the Update button underneath the benchmark input box to see the changes.
Benchmarks use the following rules:
- If a single figure is entered, that figure is used for the benchmark across all current series categories.
- Users can add as many benchmark figures as they need. Each subsequent benchmark figure will be used for the next category in the series.
- If the amount of benchmark figures is less than the amount of series categories, the final benchmark figure will be used for the remaining series categories.
- To move where a benchmark changes from one value to another, simply enter multiple of the same figure.
Benchmark series will use the next available colour slot in your chart configuration.
Global Options
To turn on or off any Gloabl options:
- Click the Settings button at the top right of a chart card / window.
- Browse to the Data Sources tab.
- Click the appropriate options:
- Chart Type - this can be:
- Column
- Stacked Column
- Bar
- Stacked Bar
- Center-aligned Bar
- Area
- Marked Line
- Simple Line
- Radar *Needs two variables selected to work correctly*
- Pie *Only one variable will be used if Pie selected*
- Donut *Only one variable will be used if Donut selected*
- Sort Series - When only an Analysis question is selected, how to sort the series: Ascending, Descending or default.
- Weighted Data - Whether or not the output data in the table or chart is weighted (and uses the defined weight field inside the project). If no weight field has been selected, Tabx will continue as if unweighted.
- Weight Field - Select the actual scalar field to use in the weight calculations. This means each chart can use its own weight field.
- Chart Percentages - Whether or not the chart is output as a percentage scale, component %, or n-number count scale.
- Component %'s are used exclusively for Multi type questions. When enabled, the percentage figures for each category in the Multi act as if the base used to calculate each percentage value is defined as the base for that single category only.
- Low N-values- The number at which absolute values will be marked in red if they are under this limit.
- Low Base Warning - The number below which a "Low Base" warning covers the chart.
- 0.00 Decimal Places - To how many decimal places will the output numbers be displayed? This also affects table output.
- Your selection will be automatically applied to the window / card.
Table Options
To turn on or off any Table specific options:
- Click the Settings button at the top right of a chart card / window.
- Browse to the Data Sources tab.
- Click the appropriate options:
- Table Row Percentages - Whether or not to include row percentage output on the generated table.
- Row % Delta - Whether or not to include a Row % delta output on the generated table.
- Table Column Percentages - Whether or not to include column percentages on the generated table.
- Column % Delta - Whether or not to include a Column % delta output on the generated table.
- Table Component Percentages - Whether or not to include component percentages on the generated table.
- Component % Delta - Whether or not to include a Component % delta output on the generated table.
- Absolute N Numbers - Whether or not to include absolute n-numbers on the generated table.
- Absolute Delta - Whether or not to include delta output for absolute n-numbers on the generated table.
- Significance Test 95% - Whether or not to include column comparison significance testing within the generated table at 95% significance.
- Significance Test 99% - Whether or not to include column comparison significance testing within the generated table at 99% significance.
- Your selection will be automatically applied to the window / card.
Filters
Tabx has a powerful and fast filtering system. To apply any number of filters to the output table and chart:
- Click the Settings button at the top right of a chart card / window.
- Browse to the Filters tab.
- Turn on / off any filters you want to apply to your base.
- Your selection will be automatically applied to the window / card.
Your filter selection will be output wherever the Base Text is output (by default in the header of any generated Table).
Sync Filters to a Filter Control
When using the Dashboard tool, the option to Sync to any available Filter Control is also available. Read more about Filter Controls here.
Chart Output Configuration
The following features of the output chart can be configured:
- Chart Settings
- Type - What type of chart to display (see Global Options section above)
- Layer - On the dashboard, what layer is this chart card.
- Chart Rotation - Rotate the chart about its center by a number of degrees.
- Background - The color of the charts background.
- Grid - Turn the grid on / off on the chart.
- Error Bars - Show error bars on any bar chart.
- Bar Gaps - Define the space between series.
- Bar Spacing - Define the space between bars in the same series.
- Series Colours
- The chart colours can be configured to match your or your clients branding. These colours are configured per chart.
- You can override the default colour by matching against a range of values:
- Define a color in any color selection box.
- Define a value range in the From and To boxes.
- Turn on the Use Scale switch.
- Any values on the chart that fall in this range will have the corresponding bar, line or point colored to match this definition.
- Title Settings
- Types Inline - Whether or not to include [SC] and [MC] in the Chart title.
- Show Title - Turn the chart title on or off.
- Title position - Top or bottom.
- Base Inline - Whether to include the Base Text within the Chart title (useful when embedding charts, or exporting as an image to use elsewhere without corresponding table).
- Font - Size, Color and Formatting.
- Legend Settings
- Show Legend - Turn the Legend on or off.
- Title position - Top, bottom, left or right.
- Font - Size, Color and Formatting.
- Value Axis Settings
- Show Value Axis - Turn the axis on or off.
- Axis Label Angle - Rotate the labels for this axis.
- Max Value - Maximum value for the axis.
- Min Value - Minimum value for the axis.
- Font - Size, Color and Formatting.
- Category Axis Settings
- Show Category Axis - Turn the axis on or off.
- Axis Label Angle - Rotate the labels for this axis.
- Single Series Categories - Replace a single "Categories" series with individual series drawn from each answer of the Analysis question. Works when only an Analysis question is selected.
- Font - Size, Color and Formatting.
- Value Mark Settings
- Prefix - Prefix each value mark with a currency symbol.
- Position - Depending on chart type, the position of the value marks relative to the bar, line or point.
- Color - Use default coloring, series colors or white for the value mark text.
- Show Marks - Turn off or on value marks.
- Answers Inline - Include the Question Answer Category labels in the value mark text.
- Deltas Inline - Include any calculated deltas in the value mark text.
- Angle - Rotate the value mark text.
- Font - Size, Color and Formatting.