1: Building a New Crosstab
Open Crosstabs for your project, then select "Build Crosstab".
Next, build your crosstab. A general overview is provided below, with links to additional information.
1. Name the crosstab: Click on the edit icon and enter a new name
2. Configure the settings
3. Build the crosstab using XML (optional)
4. Add segments
5. Configure the selected segment
6. Preview the segments, with options to copy, modify or delete
7. Save, or run without saving
2: Adding Segments
When you build a new crosstab it includes a "Total" segment, representing all respondents. You have the option to edit the "Total segment, or delete it once additional segments are added.
Segment options include:
2.1: Adding a Single Segment
To add a single segment, click "+ Segment". Enter the segment name, then configure the logic.
2.2: Adding Multiple Segments
To add multiple segments at once, click "+Multiple". Select the logic configuration, then click "Create X Segments" (where X is the number of segments you've generated).
The segment names reflect the chosen logic (e.g., answer options or dates).
2.3: Adding a Group
Grouping of segments places the header in the report and changes the stat testings results, so items in the same group are tested together.
To add a new group, click "+Group". Enter a name, then drag segments into the group.
3: Segment Configuration
3.1: Total (Net) Segment
When creating a segment you can select the logic option "Total (Net)" available under "Question Logic." When you add this segment to a group, it displays the count/percentages of the segments within the group only. When the Total (Net) is not in a group, the count/percentages is based on all segments in the crosstab (where each segment is joined by Boolean OR). If there are no segments to net then the Total defaults to "All Respondents" (same as Total Frequency report).
Select "+ Segment" and then "Question Logic":
1. Select Total (Net)" from the dropdown
2. Name the segment
3. Drag the segment into a group, if desired
4. Click "Done."
3.2: Question Logic
Allows you to create segments based on a question in the survey, or any existing additional variables. The screen varies slightly between adding single segment vs. adding multiple segments at once.
Select "Question Logic", then:
1. Select an option from the dropdown menu
2. Choose the answers you want as segments
3. Select the logic. Below is list of available logic operations based on question type -
- Single Select: any of these, none of these (selected)
- Multiselect: any of these, none of these, all of these (selected), count is ("equal to, not equal to, less than, greater than" #)
- Number: Equal to, Not equal to (single #, list of #s, range of #s, < or > #, combo of all), Less than, Greater than, Range, Has a value
- Text/OE: equal to, not equal to, contains, does not contain (text string), count is ("equal to, not equal to, less than, greater than" text string)
Note: For numeric questions, select "Has a value" to exclude empty data fields from the logic (when applicable). Otherwise empty data fields will be evaluated to "0" and included in the logic. Specifying "Has a value" is the same as using
<questionLabel>.val is not None in XML.
4. Click "Done" or "Create.."
Tip: If adding multiple segments at once, adding "Group Header" will display the header in the report and changes the stat testings results, so items in the same group are tested together. This is optional.
3.3: Date Logic
Allows you to show responses based on a date range.
Select "Date Logic", then:
1. Select the "From" and "To" range in the fields provided
2. (Only shown if adding multiple segments at once) Choose how the dates are broken into segments. Create segments for each:
- Rolling 7 days
- Rolling 30 days
- Custom (specify an exact number of days in a segment interval)
3. (Optional and only shown if adding multiple segments at once) Adding "Group Header" will display the header in the report and changes the stat testings results, so items in the same group are tested together.
4. Click "Create.." or "Done"
3.4: Saved Crosstab Segment
Allows you to create segments based on a previously saved crosstab.
Select "Saved Crosstab Segment", then:
1. Select an option from the dropdown menu. You can run the crosstab as saved, or modify the segments shown.
2. Choose the answers you want as segments
3. (Optional) Adding "Group Header" will display the header in the report and changes the stat testings results, so items in the same group are tested together.
4. Click "Create.." or "Done"
3.5: Compound Logic
Creating compound logic just means adding an additional logic condition (or multiple conditions) to an existing segment.
To create compound logic, build the first level of logic. In this example we've added age splits. Next, we're ready to add an additional layer of logic by clicking on "+Logic".
In our example, we used question logic to create our second condition for this segment. We selected the gender question and filtered by "Males", so our compound logic will limit the segment to respondents who are 18-24 years old AND Male.
Select the logic joiner. We want to see respondents age 18-24 AND Male, so we selected "And".
Other logic (condition) joiners include:
- And Joins two logic conditions with AND, which filters respondent data where both conditions must be true.
- Or Joins two logic conditions with OR, which filters respondent data where either condition can be true.
- And not Joins two logic conditions with AND NOT, which filters respondent data where the first condition must be true and the second condition must be false.
- Or not Joins two logic conditions with OR NOT, which filters respondent data where the first condition can be true or the second condition can be false.
Be sure to rename the segment to reflect the compound logic.
Additional logic may be nested, if desired (see below).
3.5.1: Creating Compound Logic with 3+ Conditions
When creating compound logic with 3 or more conditions, you have the option to define the order of operations for the logic function by merging two of the conditions. Merging logic works similarly to the () parenthesis in a math equation, considering all conditions inside the parenthesis as a whole, rather than looking at each condition individually.
For example, we want to define:
[(Males OR Age 22-44) AND Satisfied with the service they received]
To do this, add each layer of logic for the segment. The conditions you want to merge must be added in order. Then select the "Merge" button.
Once merged, the conditions are grouped in the segment editor.
To unmerge logic conditions, click on the "Unmerge" button.
Click on "Settings" to define the settings for the crosstab.
Learn more: Configuring Crosstab Settings
If you are familiar with coding, this can be an easy way to edit or modify the report and find errors not always visible from the graphical user interface (GUI).
Learn more: Using XML to Edit Crosstabs
As you build your crosstab, a preview of your segments is shown along the top.
The preview displays the segments as they will appear when you run your crosstab.
When you select a segment or group in the preview, the following action are available:
- Duplicate Segment/Group: Make a copy of the segment or group (including all segments nested in the group)
- Delete Segment: Delete the segment from the crosstab
- Delete Group: Deletes the group. All segments that comprised the group will remain in the crosstab. To delete the remaining segments, select "x" on each segment.
6.1: Drag and Drop
The crosstab preview has a drag and drop feature enabled, which allows you to quickly reorder segments or groups in your crosstab. You can also use the drag and drop feature to add or remove segments from groups.
To activate the drag and drop, select a segment or group with your mouse and move it in the crosstab preview.
6.2: Use Drag and Drop to Create Nested Segments with Groups
You can quickly create nested segments by using the drag and drop feature when working with groups.
When working with two groups, you can activate the feature by selecting one group header and dragging the group above or below another group.
Dragging one group above another will nest the segments into multiple groups.
Here's how multiple groups look:
Dragging one group above another will nest the segments into single groups:
Here's how single groups look:
By using the drag and drop feature to nest groups, we can easily create compound logic as shown below:
7: Save or Run Without Saving
Once you've configured the crosstab, select one of the following:
- Save- to save the crosstab for future use
- Run- to run the crosstab without saving