Rddfs instant insight user manual

Copyright © 2011 Robust Decisions, Inc

Instant INSIGHT

Users Manual

Version 1.1

Contents (select to view)

Overview

Installation

View Only Mode

Analyst Mode

Data and Configuration

User Access Levels

Applications

Key Terms

For more information about RDDFS Instant INSIGHT, contact us: 503.977.8725, or [email protected]. Page 2

1. Overview Contents Home

RDDFS Instant INSIGHT is a unique data analysis and presentation tool that provides immediate, intimate and intuitive insight into a study’s findings. Instant INSIGHT goes beyond traditional cross-tabs and scatter charts to expand both the depth and meaning of survey data analysis with:

Quick and easy identification of sample sub-segments

“On the fly” testing of new analytical criteria

Easy export of findings to reports and presentations

Custom-branding to reflect your, and your end-clients' brands

As shown above, Instant INSIGHT combines standard survey data with custom configuration information to create client ready Project Files. The sample Project File screen shot below shows how users explore survey data by resizing the data Selection Box for desired combinations of chart and table data.

There are two ways to use RDDFS Instant INSIGHT: 1) Request Instant INSIGHT for projects conducted by RDDFS and receive ready-to-explore configured data. 2) Purchase Instant INSIGHT licenses from RDDFS to quickly and expertly create your own Project Files in the format your end clients’ desire.

Dynamic

Selection

Box

Blue Numbers

Profile Selected

Segment, Black

Numbers Profile

Entire Sample

Selected

Axis Data

Labels

Selected Table

Data Labels


2. Installation Contents Home

2.1 Program software/hardware requirements:

Microsoft Windows 7, Vista, or XP (Win7 recommended for Project File Authoring)

Excel 2007 or later

1024 x 768 screen resolution or larger

2.2 Install from email attachment: Extract and select the “Instant INSIGHT.msi” installation file from the .zip file and follow the installation instructions.

2.3 Install from a URL: Select the “Getting Started Now” Instant INSIGHT link at www.rddfs.com to download and install the “Instant INSIGHT.msi” file by following the installation instructions.

2.4 Using Automatic Update: Assure Internet connectivity before starting Instant INSIGHT. Instant

INSIGHT will check for updates and provide installation instructions. 2.5 Start Up Screen: The following startup screen appears after successful initial installation.

http://www.rddfs.com/


3. View Only Mode Contents Home 3.1 View Only Mode Menu:

3.2 Load Project: Select to navigate to and open Project File with the .viewer extension. Alternatively, select a .viewer Project file to automatically open it with Instant INSIGHT.

3.3 Recent Projects: Lists recently viewed projects. Select “Clear Recent Projects List” to clear the list.

Some automatic updates will automatically clear the Recent Projects List. 3.4 Select Data: Enables Users to select what Table data and what selection chart axis data is

displayed. Select Data displays the following Select Data Form:

3.5 Print Report: Prints screen image to the selected printer:


3.6 Save Image: Saves a JPG image of current screen to a user selected folder. 3.7 About: Describes Instant INSIGHT version and objectives 3.8 Log In: Authorized User Name and Password turns on Analyst Mode

3.8 Exit Application: Turns Instant INSIGHT off.


4. Analyst Mode Contents Home

4.1 Analyst Mode Menu: Logging In activates the following Analyst mode menu which adds additional functions to those described in Section 4.

4.2 New Project: Use to select a Data File and Configuration File (see section 6) and to Save the resulting Project File. The following screen confirms what Project ID is used for Project File creation. Use a default ID from the RDDFS provided bank or type in a RDDFS provided ID.

4.3 Save Project: Saves the current Project File with desired name and Select Data settings.

4.4 Import Configuration File: Imports a new Configuration File into a Project File.

4.5 Export Configuration File: Exports the current Project File’s configuration to Excel for editing.

4.6 Security Note: Analyst Level users (see section 7) import/export Configuration Files for the Projects they create. Client Level users have the same privilege for all Analyst Level accounts they create.


5. Data and Configuration Contents Home

5.1 Data File Function: Data Files provide 1 to N survey responses for 1 to M survey questions. Data Files are formatted according the categorization, display, and label options provided in the Configuration File and the “On the fly” Select Data options chosen by Instant INSIGHT users.

5.2 Data File Format: An Excel 2007 or later file with questions as columns and individual responses as rows. Each data column has a unique identification header referenced by the Configuration File. In the Data File example shown below, “1Cat” and “2Cat” are example column identifiers.

5.3 Data File Capacity: The number of data rows and columns is only limited by Excel and PC memory capacities. Note the use of large Data Files, for example 50K survey responses, or the Select Data choice of more than 10 display Tables will slow Instant INSIGHT’s screen update time.

5.4 Data File Content: Any positive numerical, text, or null value are accepted. Numerical data formatted as text and negative numbers are not allowed. The Data File example below shows data codes for columns A and B and continuous numerical data for columns C and D. The Data File may contain data not referenced by the Configuration File.

5.5 Data File Best Practices: To reduce Project File size, only include data that users may want to explore. To increase Project File configuration flexibility, include all data that users may want to explore by means of future Configuration File updates.

5.6 Configuration File Function: Configuration Files determine how Data File data is displayed in Instant INSIGHT by defining: (1) data display functions, (2) data labels, (3) categorization options, and (4) display and table selection order as seen in the Select Data form.

5.7 Configuration File Format: An Excel 2007 or later file format with labels in the A column and data configuration definitions starting in columns B moving to the right. Each type of configuration definition Function has a unique format described in the following sections.

5.8 Configuration File Capacity: There is no practical limit to the number of Configuration File data display functions. More than one data display function may apply to one column of Data File data. The order, from left to right, of configuration display functions determines the order of Display or Table Select Data options shown in the Select Data form.


5.9. Configuration File Content: The sample Configuration File below shows the format of the six Instant INSIGHT data Display Functions described below: (1) Display, (2) DisplayN, (3) Display|N1|N2, (4)Table, (5) SummaryN, and (6) SummaryT. The first Configuration File row is the ID that matches the column ID in the Data File. The second row defines the Display Function for the associated data column. The third row defines the title of the Display axis or Table heading. The 4

th through 14

th rows define Display Function labels and codes.

5.10 Display Functions

5.10.1 Display: Defines the labels and the associated data codes required to display categorized data on the selection chart. One to 11 labels are used for vertical or horizontal axis data display. Each label is separated by a “|” symbol from the codes that define what Data File data is associated with that label. The following are examples that illustrate Instant INSIGHT data coding options:

● 18-24|1 where “18-24” is the category label and “|1” is the data code ● 18-54|1|2 where “18-54” is the category label and “|1|2 are two data codes (no limit to number) ● 18-64|1-3 where “18-64” is the category label and “|1-3” is the data code range ● 18-54 and 65+|1-2|4 where “18-54 and 65+” is the category label and “|1-2|4 are the data codes ● Interest|0.085-0.115 where “Interest” is the label and |0.085-0.115 is the data code range ● No Answer|[] where “No Answer” is the category label and |[] is a special data for null data ● No Answer|[Other] where “No Answer” is the label and “|[Other]” is a special code that represents all data not otherwise categorized

5.10.2 DisplayN: This function displays continuous data normalized to a 0 to 1 scale. That data is displayed across the entire range of the vertical or horizontal axis with labels in positions 1 to 11 starting from the upper left hand corner of the display chart. The example to the right shows continuous data display with 11 vertical labels and 2 horizontal labels. The continuous display shows record indicators instead of cross tab numbers.


5.10.3 Display|N1|N2: The same as DisplayN except it normalizes continuous display data using N1 as the

minimum range value and N2 as the maximum range value.

5.10.4 Table: Defines categories for a four column Table display as shown in the following example. Table shows the number and percentage of survey responses chosen with the Selection Box in blue to compare with number and percentage of the entire survey sample shown in black. There is no limit to the number of categories that may be defined in a Table. Tables are also uniquely able to count the same response in multiple categories, which is not possible for Display categorizations.

Variations of the Table function include:

● TableN%: Shows only the number and percent of selected records ● TableN: Shows only the number of selected records ● Table%: Shows only the percentage of selected records

5.10.5 SummaryN and SummaryT: SummaryN shows Min, Max, Ave, and Std numerical statistics for selected continuous data. SummaryT shows comparative statistics for the entire survey sample. Each set of adjacent Summary functions defined in the Configuration File has one set of Min, Max, Ave, and Std labels.


6. User Access Levels Contents Home

Viewer Level access is free to any Instant INSIGHT user. Analyst and Client Level access is

provided by RDDFS and has the following permissions:

Able to do the following functions Viewer Level Analyst Level Client Level

View Project Files and change Select Data Yes Yes Yes

Create Projects if given a Project ID No Yes Yes

Create Project IDs No No Yes

Edit their own User Name and Password No Yes Yes

Create/edit Analyst Level Accounts No No Yes

Edit Projects created by themselves No Yes Yes

Edit Projects created by their Analysts No No Yes

Create notes for own Account No Yes Yes


7. Instant INSIGHT Applications Contents Home

7.1 Sophisticated Client Deliverables – Do you have sophisticated clients that want to see all the data they have paid for without delay or the need to use complex analysis tools? Such clients use Instant INSIGHT to quickly see their most important study conclusions.

7.2 Focused and Flexible Deliverables – Do you need to explain a broad range of study conclusions to many people? Use Instant INSIGHT to quickly customize reports for each target audience without any loss of data exploration flexibility.

7.3 Rapid Response Deliverables – RDDFS delivers Instant INSIGHT formatted data as fast as it is collected. This shortens the time between data collection and study supported action. No need for cross tabs or formatted reports to help clients understand what their study is telling them to do.

7.4 Multi-Level Filtering Analysis – Dynamic 1 or 2 level data filtering enabled by the chart data Selection Box and selection vs. entire sample results Tables. This powerful feature enables faster and easier data discovery than any similar analysis and presentation tool.

7.5 Multiple Response Analysis – Quickly group and analyst multiple response data in an easy-to-understand formats like the following example. Discuss how RDDFS can provide custom presentation formats to maximize the value of your next study.

7.6 Detailed Segmentation Analysis – Test multi question segment responses vs. the selected subset and the entire sample. This feature enables highly interactive results display in a single, easy-to-use presentation screen format.

Age and Online Use Segment Characteristics

Head to head support to qualify undecided voters


8. Key Terms Contents Home

Instant INSIGHT: RDDFS branded version of the Robust Decisions Inc. (RDI), software program also known as the Survey Viewer in the RDI End User License Agreement.

Data File: Excel file containing the data displayed by Instant INSIGHT.

Categorical Data: Data represented by discrete codes; for example, a 9-point scale, gender, or ethnicity.

Continuous Data: Data that can take any numerical value; e.g., age, height, income, or hours of TV watching.

Configuration File: Excel file that defines how Instant INSIGHT displays a Data File.

Project File: File with a “.viewer” extension that combines a Data File and a Configuration File.

Project ID: An 8 digit key used to create/track Project File creation for billing purposes.

Display: Scatter plot of any two survey questions defined in the Configuration File. Display enables Selection Box choice of a survey sample subset and comparison to total survey sample data.

Selection Box: Dynamically adjustable area of the scatter plot that defines a subset of data to be displayed

Table: Displays responses for the Selection Box defined data subset and the entire survey sample.

Summary: Shows the Minimum, Maximum, Average, and Standard Deviation of a selected subset of the survey respondents as defined by the Survey Box compared to the entire survey sample.

User (or “View Only User”): Person who downloads Instant INSIGHT for free to view Project Files.

Viewer Level Access: User authorized to view Project Files

Analyst Level Access: User authorized to create/view Project Files using provided Project IDs

Client Level Access: User authorized to create/view Project Files, to create Project IDs, and to create Analyst Level Access accounts

Technology

Rddfs instant insight user manual