Surveyi2i : Survey Analysis User Guide

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Information Insight Impact

User Guide




BRIDGEi2i COMPANY OVERVIEW

BRIDGEi2i is an Analytics Solutions company partnering with businesses and institutions

globally, helping them achieve accelerated outcome harnessing the power of data.

BRIDGEi2i provides analytics solutions to business managers enabling them to drive data

based decision making in their day to day work and to help solve complex business issues

using analytics.

BRIDGEi2i is focused on helping companies build the BRIDGE from INFORMATION to

INSIGHTS to IMPACT.

INFORMATION - Manage and use large volumes of data from sources inside and

outside a firm which may be providing meaningful information for the firm.

INSIGHTS - Mine the data with sophisticated statistical or mathematical

techniques and tools to find underlying insights.

IMPACT - Use the identified findings and insights to make meaningful changes in

the business strategy to realize incremental top-line or bottom-line impact.

BRIDGEi2i intends to elevate enterprises to a new gradient where informed decision making

can multiply value manifold. The power of analytics in transforming businesses is

unassailable and BRIDGEi2i would like to be the catalyst in bringing about the change.

TO KNOW MORE ABOUT US:

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INTRODUCTION TO Surveyi2i .................................................................................................................. 4

Surveyi2i STRUCTURE .............................................................................................................................. 4

1: Managing your data and analysis assets ......................................................................................... 5

2: Data Management Space ................................................................................................................ 6

3: Project Workspace .......................................................................................................................... 6

4: Web Reporting Space ...................................................................................................................... 6

5: Managing Tracking Surveys Space .................................................................................................. 7

WORKING WITH SURVEY RESPONSES RAW DATA .................................................................................. 7

Step 1: Selecting File Format .............................................................................................................. 7

Step 2: Describing Structure of Data ................................................................................................... 8

Step3: Uploading Data Recoding Format ............................................................................................ 9

Step 4: Uploading Survey Response Data ........................................................................................... 9

CLASSIFYING QUESTIONS FOR ANALYSIS .............................................................................................. 10

DATA TREATMENT MODULE ................................................................................................................. 11

MERGING WITH EXTERNAL DATA: ........................................................................................................ 15

ANALYSIS AND INSIGHTS GENERATION ................................................................................................ 17

Data Summary Dashboard ................................................................................................................ 17

Reports and Cross Tabulation ........................................................................................................... 18

Analysis and Insights ......................................................................................................................... 20

Key Driver and Attributes.................................................................................................................. 20

VERBATIM ANALYSIS ............................................................................................................................. 23

Input Required .................................................................................................................................. 23

Output Delivered .............................................................................................................................. 25

CUSTOM ANALYTICS ............................................................................................................................. 27

Banner Tables ................................................................................................................................... 27

Custom Charts ................................................................................................................................... 30

Frequency...................................................................................................................................... 31

Average Tab .................................................................................................................................. 32

SAVING AND PUBLISHING ..................................................................................................................... 33

Saving Analysis .................................................................................................................................. 33

Creating an Executive Report with Surveyi2i .................................................................................... 34

Creating a PPT Report with Surveyi2i ............................................................................................... 38




TRACKING SURVEY ................................................................................................................................ 40




INTRODUCTION TO Surveyi2i Surveyi2i is an online application targeted at simplifying the process of turning survey

responses into actionable business insights. This is achieved by combining the simplicity of

Web 2.0, scalability of cloud computing and the power of cutting edge statistical models.

Key features of Surveyi2i are

Cross-tabulation and Visualization of summary data

Automated statistical significance testing

Key drivers of satisfaction/ preference and key attribute analysis

Text Mining of Comments – key words, themes, associated words, categorization of

comments and sentiment analysis

Automation of tracking dashboards for periodic surveys

Data treatments – missing imputation, index creations and transformations

Editable PowerPoint charts on click

Access to historical projects, data and reports

Creation and publishing of web based interactive reports

Despite the complexity of the analytics and the advanced statistical models which power

Surveyi2i, it is simple to use and costs significantly less than comparable products.

Surveyi2i is designed to ensure that you can effectively use it without going through pages

of documentation and training. With a click of a mouse you can easily understand the intent

of various aspects of the application. This document is intended to guide you with how to go

about using the application. This reference guide is developed to show you a screen-by-

screen demonstration of the application.

Surveyi2i STRUCTURE Surveyi2i has a very user-friendly structure to enable a quick and insightful analysis of

survey data. It has 5 major components.




1: Managing your data and analysis assets

The Asset Management space allows you through various data and analysis that you may

have done and saved in the past.

You may click on any of the Saved Projects to retrieve the analysis and continue working

with the data and selections made from here. You can also get a quick view of the questions

in the dataset by clicking on the datasets.




2: Data Management Space

In the data management space, surveyi2i enables you to

1. Perform various data treatments

2. Merge external data into survey analysis

3: Project Workspace

Surveyi2i’s core analysis and working area is the Project Workspace. Once you have

successfully uploaded your data and classified it, the Project Workspace opens up for you

to analyse the survey data.

The workspace consists of 7 tabs to work with survey data. The Data Management tab

summarizes the data you just uploaded in the application.

There are 5 tabs for data analysis and insight generation which allow you to generate

report and share it with your stake holders.

Each of these tabs is explained in detail below:

4: Web Reporting Space

The Reporting space allows the user to

a. Generate insightful reports from the survey data

b. Customize the report to suit their audience’s needs

c. Share the analysis with a larger audience

You can create multiple reports with each report having any number of categories and

stack them neatly for later retrieval and use. You can share link of reports by just entering




the email IDs of the recipients in the dialog box to share reports.

5: Managing Tracking Surveys Space

Using this module, you can easily track periodic surveys. Just save the survey analysis and

dashboard settings once, and replicate analysis, automate web dashboards by the click of

a button.

WORKING WITH SURVEY RESPONSES RAW DATA

Step 1: Selecting File Format

Surveyi2i accepts survey data in Comma Separated Values (.csv), MS Excel 2010 (.xlsx) or an

SPSS file format. If your survey data is in Microsoft Excel 2003 format, all you need to do is

click “Save As” -> “Save as type” CSV and then upload it to Surveyi2i. SPSS files come with a

.sav file format directly from the SPSS software.

For more details on SPSS file format, please visit:

http://www-01.ibm.com/software/analytics/spss/

http://www-01.ibm.com/software/analytics/spss/




Most of the online survey administering websites allows you to download survey data in any

of the formats mentioned above. Integrating survey data in to surveyi2i is hence very easy!

Step 2: Describing Structure of Data

Surveyi2i currently accepts three types of survey data structure. This section is not

applicable for SPSS file format which comes with its own formats and structures and

Surveyi2i has the built in intelligence to read it. Based on the type of survey data structure,

you will need to select one of the following options before uploading the survey data.

Questions only in first row: Survey data structure where questions are only in the

first row and the responses from second row onwards. Each row after the first

represents all the response from a single respondent.

Main questions in first and sub-question in second rows: Data structure where the

first row contains the question (for some cases) and the second row shows the

possible categories of responses with one of them having value 1 and rest being 0.

Surveyi2i automatically converts the data into a single question with the

corresponding level (where the value is 1) and allows frequency analysis together.

Main questions in first row and sub-questions concatenated with a separator:

Survey data format where the first row contains the questions and second row

onwards contain the responses. In some questions with multiple categories of

responses, the questions are divided into sub-questions name of which would be

main question concatenated with the category levels through a “_” (underscore)

separator. E.g. the Gender question would look like “Gender_Male” and

“Gender_Female” with one of them having value 1 and other 0. Surveyi2i

automatically converts the data into a single question with the corresponding level.




Step3: Uploading Data Recoding Format

This section is not applicable for SPSS file format for same reason. In many cases, survey

responses can be expressed as codes instead of actual labels when it extracted out of the

survey hosting platform and a “Codebook” is provided to understand the codes.

E.g. an 'Age Group' question in a survey data where the code ‘1’ is used instead of actual

label 'Less than 18 years' and ‘2’ for 'More than 18 years'. If you want to convert codes into

actual meaning you will need to upload the “Codebook” in Comma Separated Value (.csv)

file format. If this step is ignored, visual analysis will display the codes instead of their actual

meaning. The format of the codebook is available in the tool and it needs simply 3 attributes

– Question, Value and Label in a specific order.

Step 4: Uploading Survey Response Data

After the file format selected in step 1, the survey response data is uploaded in the

application for analysis. While uploading it will accept the file format which has been

selected before.

http://122.248.243.141:8080/Statistics/jsp/userguide/User-Guide.html





CLASSIFYING QUESTIONS FOR ANALYSIS

After the survey data is uploaded you will be asked to classify the survey questions into five

segments. The classification will be used by Surveyi2i to analyse the survey data. The

questions which are not classified will be ignored.

Classifications:

Key measure questions: These are questions that form the objective of floating the

survey and mostly related to rating or continuous attributes. These questions will

eventually be used to calculate an average over other respondent profile variables.

E.g. rating, ranking, satisfaction, scaling and/or scoring questions.

Respondent profile questions: These are questions that describe the respondent

who took the survey. E.g. questions pertaining to the respondent's demography,

gender which will be used to visualize the data.

Comment questions: You may have a few questions where the respondent was

asked to just type in free text. E.g. questions like "Tell us what we can do to make





your experience better" or "Provide some critical feedback on our front desk

performance". The responses to these questions will eventually be used for Textual

Analysis.

Filter question: You can select only one question that you would like to drill-down

into the analysis with. E.g. if user’s analytic interest is in visualizing data only for the

Asia-Pacific region, then a Respondent Profile question like "Region" could be

selected as a Drill-down question.

Weighting variable: If you have a variable in your data that is used to weight the

responses of each respondent, you may select that here. Do not select a question

against this unless you are sure about how the weights are used or allocated.

Ignore: If you do not classify a question, it will be removed from any analysis in this

application. This is applicable in case of attributes like a "Survey ID" or an “Employee

Number” which does not provide any additional information to the analysis. You may also

choose not to use some question in the analysis.

DATA TREATMENT MODULE

Surveyi2i data treatment module allows user to make necessary treatment to data and

create derived variables out of the raw data before starting the analysis process. Surveyi2i

covers the most of the relevant data treatment techniques , they are explained briefly

below.

Missing Value Imputation

This module in Surveyi2i allows users to treat the missing values in the uploaded data. The

right hand side is available with a filter with all the classified questions excluding weight

variable. Once a question is selected for imputation the option of modifying the old value

appears.





The entered old values can be modified in three ways,

Treated as missing value i.e. the particular cell value is replaced with NULL values

and that would reflect in calculations within the tool.

The records where the corresponding attribute takes the old value deleted from all

analysis.

The old value is replaced with the new entered value in the same variable – in this

case someone can replace the value as mean or median ( any known value).

Same question can be selected number of times with the same or different old

values. The user can also provide more than one old value to seperated by commas

to be replaced by the new entered value.

The user can delete the imputation for the selected question. User can View the

data using “View Data” tab but the changes only take place if the Continue to start

analysis is clicked.




Recode Variable

Surveyi2i allows the user to create new variables by recoding / banding any existing

variable. This can be done by replacing current values in any one of the selected questions

and classify the new transformed variable as Key Measure Or Respondent Profile

questions.This functionality would be relevant for creating Top Box scores . The example

below shows how to create a Top Box variable.

User must click on “Add” button to start transforming the current question into a new

question variable .

Select the question you want to create a Top/Bottom box for. In the Current Value-New

Value table, enter the Top and Bottom labels according to the need.

User can see the name of the recoded variable , the imputed question, current value and

the new value and classification of the transformed variable on the “Recode Variable” panel

, which can be edited or deleted. We have created a new Variable called “Satisfaction Top-

Bot” that indicates the Top-Bottom box for the question “How do you rate America’s

medical policies”.





Compute New Variable

Surveyi2i also allows the user to compute new variables by performing mathematical

operations on 2 or more key measure questions. The below example shows how you can

compute a new variable that is some linear combination of a few satisfaction questions.

The new variable “OverallIndex” has been created as indicated in the “Expression” box. This

new variable has been classified as a “Key Measure” question since it is expected to be a

continuous variable. The expression can be edited using “Backspace” button. The variable

can be edited and deleted from the “Comp New Variable” panel window.

After compeleting data treatment ,the user can proceed to start the analysis of data.

The Data Treatment process can be slow depending on how many variables are being

treated so please be patient.




MERGING WITH EXTERNAL DATA: Surveyi2i helps you to make use of external data into your survey analysis. Follow the steps

below to use external data into survey analysis.

1. Click “bring in external data”.

2. Upload data to merge

3. Map one external data question to survey data question( Example ID)

4. Classify external data questions

5. Click “continue to start analysis”

The new variables will now appear in the data summary page and will be used in the survey

analysis.

Upload External data




Map External data with survey data

Updated Data Summary (Merged Variables with the prefix “M”)




ANALYSIS AND INSIGHTS GENERATION

Data Summary Dashboard

Provides a summary of the data read by the application and validates user instructions

accurately consumed. It has 5 components/ panels.

Overall data summary: Provides number of responses read and questions selected

by the user.

Respondent profile questions summary: Includes summary of the profile questions

selected by you and any missing values encountered by the application for any

profile questions.

Key metrics questions summary: Provides any missing observation information,

weighted and the un-weighted average value for each key metric. In case there was

no weight variable selected, the weighted and un-weighted averages are equal.

Validations & Selection Errors: Surveyi2i has a few restrictions on what kind of data

will be used to generate insights. Validations and Selection errors list all questions

that will not be used in the analysis or in some parts of the analysis. Any question

with more than 20 distinct possible responses is removed from cross tabulation in

this version of the application. Non-numeric key measures or weighting variables

are flagged and removed from analysis. Missing values are flagged but not




necessarily removed from the analysis.

Errors with Weights or Filter Variables: The weights in a survey data must not have

missing values or any non-numeric values. If such a record is encountered, the

weight variable is removed from the ensuing analysis. The Filter Variable must have

less than 20 levels to be used in the analysis.

Once the user is satisfied with the results of the upload process and either chooses to

correct or ignore the validation errors flagged by Surveyi2i, they may proceed to the Cross-

Tabulation and Reports tabs.

Reports and Cross Tabulation

Frequencies: Provides number of response by different respondent profiles




Averages: Provides average rating of key measures by different respondent profiles

Frequency and Average tab uses an intuitive “Panel View” to display charts. Each panel is

designed to contain a frequency chart which can be used to drill down data at three levels.

Your survey question response can be split by a variable and an optional filter selection. As

mentioned earlier our philosophy is to make Surveyi2i easy to use without the need of

training and user documents. Simple mouse over on any icon will explain the intent.

Icons and Definition




After the Data Visualization stage, the user may proceed to some advanced analysis of the

data. AT this stage, the user is expected to have a good understanding of the data and a

vision of what they want to accomplish in their analysis and the various hypothesis they

want to test.

Analysis and Insights

The Analysis and Insights module comprises of 3 broad areas

Key Drivers and Attributes

Verbatim Analysis

Custom Analysis

Key Driver and Attributes

Key Driver Analysis

Applies advanced analytics techniques to identify and prioritize the Key Drivers of overall

satisfaction. It is used in situations where the satisfaction or ranking or preference of an

overall Key Metric is assumed to depend on the satisfaction or ranking or preference of

other Key Metrics. The Key Metrics are plotted in an Opportunity Assessment Chart with

four grids of a 2x2 matrix o help prioritize action.

Primary Focus

Key metrics which requires

immediate actions

Strengths

Key metrics that your company must

continue to invest and maintain

Secondary Focus

Key metrics that are not be top

priority for action

Hygiene

Hygiene factors that are necessary

but not sufficient to improve the

overall measure

To run Key Driver analysis user has to select one dependant variable and few independent

variable.There are three different methods available in Surveyi2i Partial Least Square,

Factor Analysis and Intelligent Model. User can select either of these three techniques

based on requirement or objective.




Partial Least Square- Uses the Sequential Sum

of R Square values to assess the significance of

each independent variable. User can get the

importance of each selected independent

variable for a dependant variable in terms of

percentages. Average performance is the

average of the rating of that question.

Factor Analysis – The following steps are taken

a. Factor Analysis of full selected data with

optimal factors.

b. Separate the loaded scores for all independent

variables.

c. Regress this data with the component with

highest loading of overall satisfaction.

d. Get the loading weighted-beta coefficients of

the independent variables and scale them to

100%.

`




Intelligent Model – The Intelligent Model is a machine learning algorithm that learns the

regression coefficent based on multiple regression trees. It accounts for mixed effects.

Variable Scaling

The key driver analysis methods need data to be in standardized scale to avoid unnecessary

loading of importance to certain features. Variable Scaling is required when the minimum

and maximum for every Key Measure as calculated from the survey data is different from

the true maximum or minimum for that question based on the questionnaire. This

commonly happens when, for instance, for a 5 point satisfaction scale question, none of the

respondents gave a score of 1 or 2. The true minimum is still 1 but the calculated minimum

is 3. This will cause scaling issues for the Opportunity Assessment Matrix and hence must be

corrected by the user.

In the example below, notice that the second question has a calculated maximum of 3 while

the true maximum is 5. The user can then clicks on the “NA” cell corresponding to the New

Maximum and change it to 5. The scaling will then happen on a 1-to-5 scale.

Key Attributes Analysis

User can identify Respondent Profiles which contain the maximum information about the

Key Metrics being analysed. Importance is calculated based on a mixed effect model as well

as a univariate chi-square test. It discovers the inter-relationship between various

Respondent Profile questions and the Key Metric questions to come up with an importance




score.

To run a Key Attribute Analysis, as shown below user has to select one key measure

question as a dependant variable and relevant atrributes (respondent profile questions).

VERBATIM ANALYSIS

The Verbatim Analysis tab allows user to comprehensively analyse free text comments of

the respondents to a specific question without the effort of going through each and every

individual entry. Surveyi2i provides Word Clouds, Theme Clouds, Word Associations and

Sentiment Analysis to help you quickly, effectively analyse and develop insights from free

text.

Input Required

Question Selection: This module allows user to analyse the commentary by any Respondent

Relative Attribute Importance Matrix will

show importance of each relevant selected

attribute for a dependant key measure

variable in terms of percentages. i.e. higher

the percentage greater the importance is. This

metric accounts for Mixed Effects

Univariate Attribute Importance matrix is a

Chi=Squared Test of Independence between

the levels of the grouping question and the

Key Measure question.




Profile question. Every level of the selected Respondent Profile questions’ response will

have a unique analysis of textual data.

Segment By: This module allows user to choose one of the respondent profile questions as

a segmentation factor. If chosen the results would be provided for over-all population as

well as each of the categories of the segment variable selected.

KeyWord Filter: This feature allows user to filter comments

based on a given keywords. If a keyword is given in the text

box, only those comments which contains that word

(irrespective of its case)will be used for verbatim analysis

filtering out the rest of the comments. It is important to note

that only one word should be entered at a time and no

multiple keyword seperated by comma or any other

punctuations is supported.

Specify words to remove: The Application enables the user to remove certain words from

the word cloud analysis. For e.g. the word ‘Customer’ and ‘Service’ may be too commonly

used in a customer service satisfaction survey and may not be very informative. The User

can just type in the words (case insensitive) they choose to remove from the word cloud

analysis. Please note it would not impact other text analysis results and it does not remove

all parts of speech forms of same word.

Upload Code Frame: The Code Frame helps you to conduct Category Analysis by predefined

categories. The user uploads a category mapping file in CSV format as shown in the below

picture.

The First column must have the new category definition and the adjacent column has all the

words that map into this category.The Category analysis shows you the predominance of

each of the categories of interest relative to each other.




Output Delivered

Word Clouds: Effective way to identify and visualize the relevant

and commonly used words in free text responses. It gives a clear

idea about the ‘subjects’ mentioned by the respondents.The key

word analysis excludes any commonly repeated words and also

considers various forms of same word ( plural, parts of speech

etc) as same single word.

Theme Clouds: Will help user to understand commonly used

phrases or pairs of words in the same way as Word Clouds. It

highlights the most likely theme of the responses. It gives an idea

about the topics or themes mentioned by the respondents

Average Execution Time : Since text processing is a time consuming task,Theme cloud will

take significant amount of time for number of comments larger than 10,000. For 10,000

comments, the engine approximately takes 10 Minutes to give the results and this grows

exponential with respect to the number of comment size.

Word Associations: Shows words that are used along with most

frequently used words in free text responses. This will help you

to draw definitive conclusions for different survey respondent

groups.

Sentiment Analysis: Our Sentiment Analysis Engine will help you

to understand how positive or negative the free text comments

are. It categorizes comments on a 6-point scale from Highly

negative to Highly positive comments. The Sentient Analysis

algorithm uses Natural Language processing techniques to

identify the true tonality of the comments. For e.g. the algorithm

is mindful of negations such as “Not Good” and “Not Interesting”

as well as enhancers such as “Really great job” or “extremely




delighted” and weights their sentiments in accordance. The final output is a sentiment

distribution across the 6 point scale and a frequency-sentiment weighted Positive or

Negative score. If the distribution is left skewed, it indicates a negative sentiment and the

user can see the Negativity from the score and vice versa. We also provide a overall

frequency-weighted scroe on the same 6 point scale although this metric does not take the

degree of positivity or negativity into account.

Average Execution Time : Sentiment Engine is integration of many text processing sub-

modules and hence,this is the most time consuming task.It will take significantely large

amount of time for number of comments larger than 10,000. For 10,000 comments, our

engine might even take 15 Minutes to give the results and the time increases exponentially

with respect to the number of comments.

Category Analysis:

The ‘Upload Code Frame’ functionality helps you to conduct Category Analysis by

predefined categories. Category analysis ( pipularly also called as verbatim coding) helps the

user to do analysis for different words that actually has similar meaning to be treated as a

single group .The user uploads a category mapping file in CSV format as shown in the below

picture.

The First column must have the new category

definition and the adjacent column has all the

words that map into this category.The Category

analysis shows you the predominance of each of

the categories of interest relative to each other.

This helps one to form a word cloud that actually

treats all the words inside one category as one

and the frequency of their occurrence is ordered.

An example representation of the output as seen

in the category analysis tab is shown here.

Custom Analytics & Research Centre

This tab allows you to perform deeper analysis and visualization of data beyond the

‘Frequency’ and ‘Average’ tabs and specially designed for power users and researchers. This

would provide functionalities like banner table creation, cross-tabulations with significance

testing, dynamic multidimensional query building and multiple additional visualization




options.

CUSTOM ANALYTICS

While the frequency and averages tab of Surveyi2i provides easy, fast cross-tabulation and

visualization options, an advanced user and researcher might find that restrictive in terms of

ability to drill down further into the data and run custom analysis and significance testing.

Custom Analytics tab of Surveyi2i provides a way for the user to not only create custom

queries through easy front end for deeper insights, but also provide ability to create

detailed banner table along with statistical significance tests .

Banner Tables

Banner tables allows user to view relative distribution of stub question with dimenison

question. Select the stub and other dimensional questions from the dropdown and click on

“ Run Banner” .

Let us use an example to see the process of running a Banner Table. In the “Select the Stub

Question” box we have selected the question “How do you rate America’s medical

policies?” to be analyzed. Note that the stub can be either Key Measure or Respondent

Profle questions. Here we have selected a Key Measure.

We have also selected “How many people in your family?” as the dimension question. At a

selectd “Confidence level” of 0.05% or 95% confidence, the banner table returns the two-

way frequency matrix of the selected variables along with the row and column totals.

The Banner table also has 3 icons. The first icon is to view the banner table. The second icon




is used to view the banner table as a proportions table as shown below.

The third icon is used to get the significance test results of this banner table as follows.

Depending on whether the Stub question is a Key measure or Respondent Profile question,

there are 2 or 3 significance tests conducted here. If the stub is a key measure, then the Test

of Means row indicates the ANOVA results across the groups of the dimension question

testing if all group means are equal. There is also a Pairwise T-test result provided in the last

row of the banner table. If the Stub is a respondent profile question, then the Chi-Square

Test of Independence results are shown instead of the ANOVA results and there is no

Pairwise T-test conducted.

By default, the Banner table shows the test of proportions for each cell against all others in

the same question. For e.g. in the row with the Stub question value “2”, the proportion of

respondents in group 3 is significantly more than the Bottom 2 group but not the Top 2

group. The nomenclature follows from common Banner table usage where each group is

given a letter starting from “a” and the cell values indicate significance of proportion

difference with the group with according letter.







Custom Charts

In Surveyi2i custom charts, user is given deeper freedom to generate varity of charts to

visualize the data as well as frequency and average distribution across many dimensions.

This allows user to create segments within the respondent based on various questions and

allow analysis of the data for these segments.It also allows to save the segment (case) for

future use. The uploaded data can be divided into segments by forming different groups of

key measure questions. Only one particular segment is used to display the relative

information across two key measure questions split by (Respondent Profile questions).

The above segmentation can be saved by clicking on “Save cases”. The uploaded data uses

AND operations to segment the whole data according to the filtered values of the key

measure questions falling into same group. Sequentially segmentation is done with OR

operation for the values of Key measure questions of different groups. The final segment

data is used for preparing charts. One of the charts dimensions are selected from the

custom chart display panels where the split by questions are also available. The Frequencies

and Averages tabs have same functionality and are used to create charts displaying

frequency and average information respectively. Click on “Finish” to create the customized

chart.




Frequency

In above example a group is created by selecting few values from the two Key measure

questions “Overall, I am a very satisfied employee at XYZ.” and “I am very satisfied with the

quality of the workforce at XYZ.” A frequency chart is created in frequency tab by choosing

another key measure question” I clearly understand the expectations of my job role.” A

respondent profile question “Job Family” is selected as the split by question. This

segmentation is saved as “Case 1”. A bar chart is created after clicking the finish button.

There are only three values 3, 4, and 5 in the “I clearly understand the expectations of my

job role.” question after the data is segmented by group 1. The frequency distribution of

these values is shown over each levels of Job family question. Data labels are applied by

clicking on data label icon available on left side of the panel. A pop up window appears

when the mouse is taken to the top of each bar chart in [Level of Split by question, level of

Key measure question.

Format

Different chart types can be selected by clicking on icons on left of

display panel window. The chart can be shown as Bar chart, stacked

chart, Clustered chart, Line chart and Bubble chart. The icon also has an

option of viewing the data table for the chart. User can apply

corresponding weights, if any, and also apply data labels to the charts.




Same example is shown as Stack chart, Bubble chart and Line Chart in above figure.

Average Tab

The average tab has similar grouping and question selection options as the frequency tab

explained above. The created charts will have average of the selected key measure

questions by split-by questions. For example we select the same grouping, main question

and split by question. i.e. we use the save case “Case1” to prepare below average bar

chart.

The pop up will have a different format which is (Key Measure Question, Level of split by




question, Average). The icons for different chart types, data table, applying weights and

data label is also available for user’s use.

The sureveyi2i custom charts also provide the option for user to save the chart as image.

The chart can be published on dashboard and the report can be send to Power Point

Presentation as a slide.

SAVING AND PUBLISHING

Saving Analysis

Surveyi2i allows you to save your project as-is and makes it available to view later or for

futher analysis. Click on the save project icon and provide a name to your project.

Provide a name to the dahsboardand save it. To retrieve a saved project from your list of

projects saved click on the drop-down.




Creating an Executive Report with Surveyi2i

You must first save the project as directed above in order to create a Report. Every panel in

the dashboard has an icon to send a chart and all its contents to the report as shown below.

Click on the “Send to Executive Web-Report” icon on every chart you want to send to the

Executive Report.

After sending all required visuals to the executive report, click on the “Report” tab as shown

below and click on “Create Report”.




The following screen opens up when you click “Create Report”. This is the space to create

your executive reports.

The following picture shows the various parts of the report.

You can drag and drop any chart at any location in the slide area. See example below.




The Report has been named and one of the charts has been dragged into the report. Notice

that the chart is still interactive as it was when you used the dashboard to create it.

The chart also brings with itself some basic information such as the Split-By question, Filters

if any, Weighted or un-weighted as well as the legend. The user may also enter any title for

the chart along with key take-away in the area provided.

Add as many charts as you have or need in as many sections as required. Once you are

done, save the report by clicking on “Save” button.

The following page appears. Notice the report has been saved with the name provided by

the user.

Click on the check box next to the Report name to select it. You may either “Delete” this

report or “Edit” it at any time.




Select a chart and click on “Publish Report” to make it available to the larger audience.

The application will look for inputs for all email IDs that it should send the report to. This can

be done either by typing the email ids with commas in between or copying from a text file

into the space.

The user may specify any number of email IDs separated by a comma. The application will

send a link to the report along with details of who sent it to the recipient who can access the

report.




Upon clicking the link, the recipient will see the report in a non-editable form as follows.

Creating a PPT Report with Surveyi2i

Surveyi2i can also create a PPT report in a much similar manner. Every chart panel has a

“Send to PPT report” icon as shown below.

Clicking on the icon sends all the charts to a Presentation tray that is invisible to the user.

Every chart item in the application has this utility and the entire presentation can be




downloaded at one go when the user is finished with the analysis by clicking on the

“Download PPT Report” icon in the top-right Utility tray.

Save the PPT file in your desktop. The presentation will add a single chart in every slide.

The PPT will look like the following.




All details pertaining to the chart are shown in the slide.

TRACKING SURVEY If your organisation administers period surveys, tracking such surveys can be done easily using

Surveyi2i. This feature saves 90% of your recurring analysis time. Follow the below mentioned

simple steps to create a tracking survey.

Click the “New Tracking Survey” option under the “Tracking survey” tab. Enter the tracking survey

name in the text field and follow the usual five step process to begin your survey analysis. Save your

web dashboard

You can also import an existing tracking survey data into surveyi2i for tracking survey analysis and

automation but remember to classify the corresponding variable representing the wave of survey

data under the “wave” bucket. This will enable you to perform analysis drilled to different waves of

data




To analyse the same survey with the new survey data, select the “Existing Tracking Survey” option

under “Tracking survey” and upload your Survey data and Codebook.




If there are any changes to the questions asked, as compared to the earlier survey, map those

questions to the corresponding questions in your last survey. Any unmapped question must be

classified.

Any unmapped / new questions must be classified before replicating the survey analysis.

Most of your saved charts and web dashboards will be updated automatically with the analysis for

new survey data. Please note outputs from Key Driver, Verbatim analysis and Custom analysis tabs

would not be automatically updated. There would be small notification on the report slides on what




is updated and what is not.

Updated charts with new survey data

Updated Dashboard with new survey data




CONCLUSION

By now you should have a good understanding of the features of the Surveyi2i, and ideas

about how to effectively use it to drive insights from survey data. We are always looking for

ideas and feedback to improve our product, so if you have any suggestions or a particular

use case in mind, email us directly at [email protected].

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Surveyi2i : Survey Analysis User Guide