The Visualization tab allows users to visualize responses to each survey question in a standard way. A visualization module is automatically created for each question based on the type of question e.g. Number, date, etc. These can then be used to identify outliers for quality control or trends for data analysis. This also helps users to filter down into specific portions of their data. Visualization modules can then be added to the survey report for the user to view and modify.
Applying filters
In the visualization tab users can apply filters to drill down into the subset of data that they want to view, visualize or export. Filters can either be applied either under the Filters section or by clicking on a colored section of any visualization.
Using the Filters section
The filters section uses mWater's expression builder to easily apply any number of filters on the survey response data. The default filters applied are "Status is Final" and "Deployment is any of Select...". These can be used as they are, modified or removed entirely.
In order to apply a new filter:
Click +Add Filter
Choose which question you want to use as the filter
Choose an operator from the list
Click "Select..." and choose a value.
For more information on using the expression builder visit this resource article.
Applying a quick filter
In order to apply a quick filter:
Scroll down to any visualization
Click on one of the colored parts of the visualization
Filter will be applied automatically to the responses data
At the top of the page the applied filters will be shown in a blue "Filters" bar.
Viewing and exporting responses
In order to view survey responses:
Click "View responses"
A popup with all survey responses appears. Click on one response.
A popup with the details for a single survey response appears.
Note: The surveys in the list will only be those which satisfy the applied filters.
Note: This page also allows managers to approve, reject, delete, and modify responses.
In order to export survey responses:
Click "Export"
Select the appropriate export settings (see descriptions below)
Click "Export Responses
Note: The surveys in the list will only be those which satisfy the applied filters.
Status-Allows the user to export only the responses which have a specific status. By default only Final responses will be selected.
Deployments-Allows users to export only the responses which are part of a specific Deployment. By default all deployments are selected.
Format for re-importing-Allows users to export a CSV file which can then be reimported exactly as the original data. This is useful when migrating data from one deployment to another. The data can be exported from one deployment, and imported into another deployment.
Header Rows-Allows users to define whether they want the headers to be labeled with the Export ID/Code, the Question Text, or Both. Some questions have text that is difficult to display in an CSV or Excel so some users choose to abbreviate this text with an Export ID or Code.
Choice question-Allows users to define whether they want the values of choice questions to be exported as the choice's Code or Text. Some question choices have text that is difficult to display in a CSV or Excel so some users choose to abbreviate this text with a Code.
Multichek Questions-Allows users to define whether the selected choices of a multicheck question will appear together in a single column or in separate columns. If "Single column" is selected the selected choices will be contained in the same cell separated by a comma. If "Separate columns" is selected, a column will be created for each choice of the multichek and will have a value "TRUE" if they were selected or "FALSE" if they were not. This is especially important when importing this data into other statistical software that may require a column for each option.
Include Asked Columns-This will insert a column for each question whether the question was asked or not. This is especially important for surveys which have complex conditions that make it difficult to understand whether a question was left blank because it wasn't asked or because the enumerator left it blank.
Repeat Data in Rosters-Allows users to choose whether the survey data will be repeated for each line in roster. If a survey contains roster questions the exported data will contain a separate row for each row of a roster. If "No" is selected, then the rows containing roster data will leave the only contain data in the roster columns and be blank for the rest of the columns. If "Yes" is selected, then the rows containing roster data will also contain the data from the survey. This means that data from the survey is repeated for every roster row. Note: For large surveys with many responses, the download time will be long.
Format-Allows users to choose the format of the data export as either CSV or Excel. Note: Use CSV for large downloads.
Add to survey report
Any module on the visualization page can be added to the Survey Report by clicking "Add to Survey Report". This module can then be viewed on the Survey Report and edited with the Edit button.
This is a good way to add modules to the survey report to use as a starting point instead of creating them from scratch.
Split View
The visualizations page also allows for comparison of different subsets of the responses data via the Split View function. This function splits the screen into two, each of which can be filtered differently.