This is most useful for

• Showing improvement recommendations for the least satisfactory aspects of service
• Showing benchmarked data in tables or charts

This data can be used in an analysis, such as a chart, or displayed in a report using a dynamic reference.

Static benchmarks allow survey results to be presented with reference to previously recorded data. Static benchmarking is most useful where:

• A comparison with published industry figures is required
• Summary figures exist but the raw data is not accessible

Using a benchmark or other static figure in a chart or table

You can add benchmarks or other static figures to your analyses by adding them to a table. If you want to use a static figure in your charts you can do so by adding it to a table analysis and converting the table to a chart. The example described below describes inserting a benchmark in a chart.

1. Set up a derived variable which is true for all cases. This provides a place to store the data.

2. Create a cross-tabulation that uses the derived variable.
3. Double-click the cell you wish to overtype to show the Override Analysis Value dialog.
4. Select the Override radio button.
5. Enter the benchmark data in the panel and click OK.
6. Repeat for any other cells you wish to overtype.
7. Click to display the Results Definition dialog showing the definition of the table you’ve just edited.
8. In the Type field, select Chart rather than Table. A cloud or map can also be used.

9. Choose an appropriate style.
10. Click Apply to convert the overtyped table to a chart. The overtyped data will be used to draw the chart.

The post Adding benchmarks and recommendations to reports by overtyping cells appeared first on SnapSurveys.

This means that you can know that the first column of a sorted table will have (for example) the lowest mean value.

You can access the contents of any table cell or label, so you can dynamically access the appropriate data for whatever aspect has the lowest mean value and use that data in your report. You can also insert the text from the column label in your report.

The example below shows how to use the data from a ranked column in a report Information instruction to add dynamic text to your report.

It uses

• A table ordered by the mean percentage with the highest scores in the first column and the lowest score in the seventh column. Please note that this topic contains no information on how to create this table.
• An Information instruction which references table cells and labels from the first and seventh column

1. Set up the ratings table definition and add the Mean to the summary statistics (you will need to ensure that the mean is scored if you are analyzing coded questions).
2. Set the ordering to be by the mean.

3. Click Apply to display the table.

4. Open the report that you wish to add the dynamic information to.
5. Create an Information instruction.
6. Add any fixed text. Click Insert and select Cell Value field… from the drop-down list.
7. Enter the table name and cell or label reference that you wish to insert. The example below shows references to the cells and labels highlighted in the table T4 shown above (T4 C1 Label, T4R1C1, T4 C7 Label and T4R1C7).

8. Click OK to save your instruction.

When the report is generated, the table labels and cell values will be dynamically inserted into the report

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This means that you can use whatever data is in the table in your report, and it will automatically pick up the latest data. You do not need to copy and paste from one table to another.

Getting a table cell references

1. Open the table containing the cell whose data you wish to insert.
2. Right-click and select Copy Cell Reference from the context menu.

3. The reference will be placed on the clipboard. You can insert it using Ctrl+V.

Inserting a table cell reference

1. To insert the data from a table cell, place your cursor where you wish the data to be inserted and double click to open the Override Analysis Value dialog window and click on the Insert button. Select Cell Value Field from the available options.
2. Enter the table cell reference in the New Cell Value Field dialog and click OK. Paste it from the clipboard using Ctrl+V.

How table cell references work

You can reference the data you want to insert by row and column number, or by the statistics number.

The reference is made up of the name of the analysis you wish to reference followed by a space, then a code to identify the cell to use.

The code is made up of letters representing row (R), column (C), statistic (S) or label, and numbers identifying which item you want.

You can find out what the code for a given cell is by putting the cursor on it or clicking it and looking for the cell reference information in the status bar.

You can also find the cell reference details by double-clicking the cell and checking the information in the Override Analysis Value dialog.

When the report is run, it will use the current data, for example

132 respondents ordered Hamburger

98 respondents ordered Pizza

You can also perform calculations in the field, for example you can subtract one cell reference from another, e.g. AN1 R1C1 – AN1 R1C2

If you perform calculations on cell references, it is very important that you check that you are referencing the correct cells. It is always worth testing them with known data.

The post Cell Referencing appeared first on SnapSurveys.

• Execute instructions
• Analysis (table, chart, list etc) instructions
• Information instructions
• Test grid instructions

The conditions must be a true/false evaluation, (such as whether data is in a chart). You can only use evaluation expressions that are available for the survey as a whole. This means you can:

• evaluate values in analyses (e.g. table cells)
• evaluate a survey field variable (such as cases)
• evaluate a variable@context (e.g. month@context=Jan)

You cannot use expressions that depend on the response in a particular case, such as NUM.

For example, the instruction below will only add the text to the report if the value in the table cell, row two of column one of table AN1 is not greater than 14.

The chart below will only be created if the chart C5 had data in it.

For reference information about the sort of expressions which can be used in a N/A field, see the list of filter expressions.

When creating reports that include conditional content, it is worth testing the report by running it with the option Print report item numbers. This tags each bit of the report with the report name and instruction number that created that content. You can then see exactly which instruction in which sub-report has produced content (or not).

The post Conditionally including content in your reports appeared first on SnapSurveys.

• The analysis itself (table, chart, etc.)
• The analysis title
• The analysis details (what filter is applied, what break is used, etc.)
• Analysis notes (text that you have added to the Notes tab)

You can choose which of these items appear in reports. If you are using an Execute instruction to add an existing analysis, you must make the change in the analysis itself. If you are using analysis instructions within the report, you can set up what items appear in the analyses by using a Tailor Analysis instruction.

Editing an analysis

1. Open the definition of the analysis that you are using in your report.
2. If you wish to hide the analysis but display other information, select the Hide Table option on the Definition tab.

3. If you wish to hide other aspects of the text or description, change to the Report Styles tab and select or clear the items that you wish to include.

Editing a Tailor Analysis instruction

If you are adding analysis instructions directly to your report, you can access the Hide Table check box when you add the analysis instruction. You can set which text items are included by adding a Tailor Analysis instruction before your analysis. These settings will be used until the next Tailor Analysis instruction is found.

The post Controlling which aspects of an analysis appear in your reports appeared first on SnapSurveys.

When you insert a graphical analysis, such as a chart, map or cloud, into your report, you need to make sure that it fits into the space available for it.

You can:

• Create the analysis at a particular size and ensure that there is that much space on the page.
• Create the analysis at a standard size and scale it to fit the space available
• Create the analysis at a particular size and scale it if the space is too small.

The post Positioning a chart, map or cloud in your report appeared first on SnapSurveys.

Checking the spelling of notes in Execute instructions

Spell checking a report does not check the spellings of any items included via an Execute instruction. You must check these items individually. You can check the spelling of analysis notes that you have included via an Execute instruction by opening the Analyses display window.

1. Select the Execute instruction that you wish to spell check.
2. Double click the instruction to open the Execute dialog.
3. Click on the View Analysis icon to open the Analysis Display window.
4. Click to open the Notes pane if it is not visible.

5. Click on the notes pane toolbar to spell check the text.

The post Spell checking your reports appeared first on SnapSurveys.

Prior to creating your report, it is recommended that you create graphics at the correct size for your report.

1. Click Reports on the Snap XMP Desktop toolbar to open the Reports window.
2. Open the report or click New Report to create a new report.
3. Click New Instruction then select Information from the menu to add a new Information instruction.

4. Enter and format the text and graphics. You can insert images, dynamic text and HTML using the Insert button.

Only displaying the information when appropriate

The N/A field allows you to define when the information is displayed. If it is blank, the information is always shown. Common uses are:

• display information depending on the report context (e.g., displaying a picture depending on the department you are producing a report for)
• display information depending on the value in an analysis (e.g., displaying a recommendation depending which aspect had received the highest rating)
• displaying information depending how many people have responded (for example, omitting a section if no one has answered related questions

You can set conditions based on the number of responses to a variable in a specified context or the value in a table cell.

For example, the instruction below will only add the information about there being too few responses available to the report when there are fewer than 10.

The number of responses in the table analysis AN1 is shown in the table cell at row zero and column zero. This is used in the format AN1 R0C0 in the N/A condition.

Inserting dynamic text in your report

You can insert dynamic text in your report by putting in information about the survey or the results of a particular analysis.

To insert information about the survey, add an Information or Text Grid instruction to your report, and use the Insert button to insert the following dynamic text.

• Variable Field where you can set the Name, Label or Context of the Variable field
• Survey Field which allows you to insert information about the survey
• Date/Time Field which allows you to insert a publication date or time in your report
• Cell Value Field which allows you to insert information from the analyses

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