Cross-tab builder helps you to analyze your survey or project data in illustrative charts and graphs that are easy-on-the-eye, and can be distributed in dynamic reports or on your website.

To get started, on the Home page, click Reporting on the menu panel and then select Insight Builder

This will take you to the Data Insights page.

There are two sections:

  1. The Comparison Builder
  2. Interactive Cross-Tab Builder

Comparison Builder

Here you can pick two different questions from your project or survey and compare the various responses received from survey participants.

First, under Question 1, click on the drop-down arrow to scroll through a list of questions. 

Alternatively, you can search for a specific question, e.g. a question about holidays – “holi”. Click on a matching entry to select it as the first question. 

In a similar manner, select Question 2, which will represent the X (horizontal) axis on your chart. This list of questions will be shorter than the one displayed for Question 1 as it will only include questions from the same survey that included Question 1. In this example, the list of questions will be filtered by Warren’s Holiday Survey, the survey that included Question 1

Next you can select a format for your comparison graph, in this case we chose Cross-Tab bar. As indicated by the name, this will generate a bar chart.

A number of graphs will be displayed, each with details of the choices participants made in answer  the questions or statements. For instance, the first graph below displays gender details of the participants who selected "Holiday tv shows, movies, parades, plays, etc." in response to "Please select your favorite aspects of the holiday season."

You can create a dynamic report by adding these charts to a report, save the graphs as an image which you can easily distribute to clients or colleagues, or get the embedded code for the graphs which you can use to display these graphs on your website. To do this, simply click on the Gear icon.

Clicking Add to Report gives you a preview of your graph and allows you to select the report to which you wish to add the graph.

If you'd like to change the options you’ve selected for your cross-tabs, click Back to Options at the top right of the page.

This will take you back to the Comparison Builder where you can change your questions or choose a different graph format. Let's take a look at what happens if we choose Cross-Tab Pie.

The same information will be displayed in a different format, in pie graphs instead of bar graphs.

Click on the Gear icon to add the pie charts to a dynamic report, where you can save the graphs as an image that you can easily distribute to clients or colleagues or place in a presentation, or get the embedded code for the graphs, which you can use to display these graphs on your website.

If you wish to change the options you’ve selected for your pie-tabs, click Back to Options at the top right of the page.

This will again take you back to the Comparison Builder where you can change your questions or choose a different graph format.

Selecting different questions allows you to test and analyze various scenarios, e.g. how participants responded based on gender, age, race or location.

Interactive Cross-Tab Builder

Now, let’s scroll down to the next section below the Comparison Builder section. 

You can use the Interactive Cross-Tab Builder to create an interactive graph that the public can use to build their own cross-tabs. You can place these cross-tabs in a dynamic report or use them embed code to include them on your website.

The Interactive Cross-Tab Builder works much the same way as the Comparison Builder. Once again, you will select two questions. (Note: The second question is optional.) 

To save your cross-tab AND enable further options, click Save as New Insight.

As you can see below, you now have the options to use your cross-tab in various formats: as part of a report, as an image or added to a web page.

Note: The gear will temporarily dissapear if you have modified the text in the text box. You must click the blue "Save Changes" button, and the gear will re-appear. 

Have fun Cross-Tabbing! 

Related article:  How to build a data insight from the Results & Data tab

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