Horizontal Or Progress bars are often used for an assessment, section or subsection (as an alternative to Donut charts) to graphically show the score for that assessment/section/subsection. They can also be used for questions.
NB Consider using Horizontal Bar charts, which have additional formatting options.
For a Cohort Report, they can show multiple values showing the identifiers, for a single response feedback report they show the name on the element displayed.
The color is normally determined by the rating - although this can be overridden if a specific color is associated with a section subsection or segmentation.
Elements to Display | |||
| How to show | Using the Merge Manager | Parameter | Notes |
| Total Result for this Assessment. | From "Show" choose Assessment | Survey | If the Section is also specified this parameter is ignored. |
| Results for all sections. | From "Show" choose Sections From "Section" choose All Sections |
SectionNo=ALL | If the Subsections parameter is not used, there will be a result for each section. |
| Result for one section. | From "Show" choose Sections From "Section" choose Section to be displayed |
SectionNo=n | If the Subsections parameter is not used, there will be one result. n=the section number |
| Results for all subsections within the specified sections | From "Show" choose Subsections From "Section" choose All Sections or Section name From "Subsection" choose All Sub Sections |
SubSectionNo=ALL | The section parameter must also be used. If the Questions parameter is not used, there will be a result for each subsection. |
| Result for one subsection. | From "Show" choose Subsections From "Section" choose Section name From "Subsection" choose Subsection to be displayed |
SubSectionNo=n | The section parameter must also be used. If the Questions parameter is not used, there will be one result. n=the subsection number |
| Results for all questions within the specified sections and subsections. | From "Show" choose Questions From "Section" choose Section name From "Subsection" choose All Subsections or Subsection name. From "Question" choose All Questions |
QuestionNo=ALL | Section and Subsection parameters must also be used. |
| Result for one question. | From "Show" choose Questions From "Section" choose Section name. From "Subsection" choose Subsection name. From "Question" choose Question to be displayed |
QuestionNo=n | Section and Subsection parameters must also be used. n=the question number |
| Results for all segmentations | From "Show" choose Segmentations From "Segmentation" choose All Segmentations |
SegmentationNo=ALL | Can not be combined with other options (e.g. Sections or Subsections) May be filtered by segmentation groups or Top/Bottom. |
| Result for one segmentation. | From "Show" choose Segmentations From "Segmentation" choose Segmentation to be displayed |
SegmentationNo=n | Can not be combined with other options (e.g. Sections or Subsections) n = the Segmentation Number, this is available in the Segmentations function. |
Filters | |||
| How to | Using the Merge Manager | Parameter | Notes |
| Include all segmentation groups. | From "Segmentation Group" choose All Segmentation Groups | SegG=ALL | Only applicable if the SegmentationNo=ALL display option is taken |
| Include one segmentation group only. | From "Segmentation Group" choose Segmentation Group name | SegG=n | Only applicable if the Segmentation display option is taken |
Options | |||
| How to | Using the Merge Manager | Parameter | Notes |
| Show scores as a percentage | From "Display" select Percentage | (none) | Percentage scores will be displayed by default. |
| Show scores as an average value (Likert Style) | From "Display" select Average Score (Likert Style) | ShowActual=Y | Show the average of the points scored for all questions included in the selection. |
| Show the difference between two Segmentation Groups as an Actual (Likert) score or percentage. |
From "Display" select Difference Between Segmentations or Difference Between Segmentations %
From "Options" select Base Segmentations |
Metric=DiffSeg or Metric=DiffSegPC Base-SegG=n Base-SegmentationNo=ALL or Base-SegmentationNo=n |
Calculate the difference for the actual score or percentage between two Segmentation Groups. If the Segmentation score is higher than the base Segmentation Score, the result will be positive, if it is below, the result will be negative. If SegmentationNo=ALL is specified, the Base and the display Segmentation groups must have matching segmentations in the same order. |
| Show the difference between two Iterations Groups as an Actual (Likert) score or percentage. |
From "Display" select Difference Between Iterations or Difference Between Iterations % From "Options" select Base Iteration |
Metric=DiffIteration or Metric=DiffIterationPC Base-Iteration=(First, Previous, Last) |
Calculate the difference for the actual score ir percentage between two Iterations. If the Iteration score is higher than the base Iteration Score, the result will be positive, if it is below, the result will be negative. |
| Show the difference between two Roles as an Actual (Likert) score or percentage. |
From "Display" select Difference Between Roles or Difference Between Roles % From "Options" select Base Role |
Metric=DiffIdentifier or Metric=DiffIdentifierPC Base-Identifier=nnnnnnn |
Calculate the difference for the actual score or percentage between two Roles. If the actual Role score is higher than the base Role Score, the result will be positive, if it is below, the result will be negative. |
| Show the difference between the score and the Benchmark as an Actual (Likert) score or percentage |
From "Display" select Difference to Benchmark or Difference to Benchmark % From "Options" select Benchmark |
Metric=DiffBM or Metric=DiffBMPC BM1=n (0 or Classifier No) |
Calculate the difference between the score or percentage and the Benchmark. If the actual score is higher than the Benchmark Score, the result will be positive, if it is below, the result will be negative. |
| For a Cohort, show the range of Likert scores in the responses | From "Display" select Range | Metric=Range | The difference between the highest (Likert style) score for the element and the lowest score, within the Cohort. |
| For a Cohort, show the range of Likert scores in the responses | From "Display" select Range | Metric=Range | The difference between the highest (Likert style) score for the element and the lowest score, within the Cohort. |
| For a Cohort, show the range of percentage scores in the responses | From "Display" select Range % | Metric=RangePC | The difference between the highest percentage score for the element and the lowest score, within the Cohort. |
| Use ratings from an Advanced rating type. | From "Rating Type" choose the Rating Type to be used. | RatingType=n | n=Rating Type ID from Advanced ratings screen. |
| Show the score on each mark (percentage or actual score). | From "Options" choose Display Labels. From "Display Labels" select Labels. |
Label=Y | Labels show the mark value in the Display Format (percentages or actual scores). |
| Show decimals on the score (both the label, if one is shown and the size of the mark) | From "Options" choose Set the Decimals. In "Decimals" enter the number of decimal places. |
Decimals=n | The number of decimal places for the Axis and the label (if any) |
| Stop the Title from being Shown | From "Options" choose Title Rules. From "Title Rules" select None. |
Title=N | No title is shown |
| For Questions show the Short Question Name. | From "Options" choose Title Rules. From "Title Rules" select Short. |
Title=S | For Questions the Short Question Name is used |
| For Questions show the Question Text | From "Options" choose Title Rules. From "Title Rules" select Long. |
Title=L | For Questions the Question Text is used |
| Don't show the Legend | From "Options" choose Legend Rules. From "Legend Rules" select None. |
Legend=N | No Legend is shown |
| Set the height of the graphic (overriding the default) | From "Options" choose Height. In "Height" enter the height required in pixels. |
Height=nnn | The height of the graphic. If the Width is not specified the system will calculate the width proportionately. The default height is 75 pixels. |
| Set the Width of the graphic (overriding the default) | From "Options" choose Width. In "Width" enter the width required in pixels. |
Width=nnn | The Width of the graphic. If the Height is not specified the system will use the default height. The default width is 542 pixels. |
| Display a benchmark made up of all previous responses where the response Classifier = the benchmark Classifier | From "Options" choose Benchmark 1. From "Benchmark 1" select the required group, either All Responses or filtered by Classifier. |
BM1=n | n = 0 for All Responses. Otherwise n= the Classifier No (from the Classifier table) |
| Display a second benchmark made up of all previous responses where the response Classifier = the benchmark Classifier | From "Options" choose Benchmark 2. From "Benchmark 2" select the required group, either All Responses or filtered by Classifier. |
BM2=n | n = 0 for All Responses. Otherwise n= the Classifier No (from the Classifier table) |
| Display a third benchmark made up of all previous responses where the response Classifier = the benchmark Classifier | From "Options" choose Benchmark 3. From "Benchmark 3" select the required group, either All Responses or filtered by Classifier. |
BM3=n | n = 0 for All Responses. Otherwise n= the Classifier No (from the Classifier table) |
| Specify the Colors for the chart | The default is for the chart colors to run from the ratings. To change this you can change the colour in ratings. Or you can override by setting the color from a section, subsection, or segmentations. | On the section, subsection, or segmentation press edit> then go to options> then enter the hex code in the Chart colors override. | |
| Specify the Axis Colors for the chart | From "Options" choose "Axis Color" In "Axis Color" enter the Hex code for the colors, separated by a comma. |
AxisColor=#FFFFFF | |
| Order Elements by Score ascending (lowest at the top) | From "Options" choose Sort Type. From "Sort Type" select Score. From "Options" choose Sort Order. From "Sort Order" select Ascending. |
OrderType=Score Order=Asc |
Score order of the mark labels |
| Order Elements by Score descending (highest to lowest) | From "Options" choose Sort Type. From "Sort Type" select Score. From "Options" choose Sort Order. From "Sort Order" select Descending. |
OrderType=Score Order=Desc |
Alphabetical order of the mark labels |
| Order Elements by Name alphabetically ascending (A - Z) | From "Options" choose Sort Type. From "Sort Type" select Alphabetical. From "Options" choose Sort Order. From "Sort Order" select Ascending. |
OrderType=Alpha Order=Asc |
Alphabetical order of the mark labels |
| Order Elements by Name alphabetically descending (Z - A) | From "Options" choose Sort Type. From "Sort Type" select Alphabetical. From "Options" choose Sort Order. From "Sort Order" select Descending. |
OrderType=Alpha Order=Desc |
Alphabetical order of the mark labels |
| Display multiple charts down the page. | From "Options" choose Set the Direction. From "Set the Direction" select Vertical. |
Direction=Vertical | Displays multiple charts down the page. |
| Display multiple charts across the page. | From "Options" choose Set the Direction. From "Set the Direction" select Horizontal. |
Direction=Horizontal | Displays multiple charts across the page. |
| Set the margins. |
From 'Options', choose 'Left Margin', 'Right Margin', 'Top Margin', and/or 'Bottom Margin'. Then select an appropriate width in pixels. |
MarginLeft=n MarginRight=n MarginTop=n MarginBottom=n |
This overrides the defaults in the system, and is useful for either allowing more space (or a consistent space) for axis text, or to remove or reduce the spacing that the chart includes by default. |
Cohort Groupings | |||
| How to | Using the Merge Manager | Parameter | Notes |
| Group all the responses into one result | From "Options" choose Set the Cohort Splits. From "Cohort Splits" select Average all Responses. |
SplitType=N | No Split |
| Group responses by Reporting Identifier (or Role if using Cohort Initiations) | From "Options" choose Set the Cohort Splits. From "Cohort Splits" select Group by Report Identifier. |
SplitType=I | Show the average of responses, grouped by Report Identifier or the Specified Identifier |
| Group responses by Respondent (First name/Last name) | From "Options" choose Set the Cohort Splits. From "Cohort Splits" select Group by Respondent. |
SplitType=R | Show the average of responses, grouped by Respondent. |
| Group responses by Classifier | From "Options" choose Set the Cohort Splits. From "Cohort Splits" select Group by Classifier. From "Options" choose Set the Select Classifier. From "Classifier" select Classifier to use. |
SplitType=C Class=n |
Show the average of responses, grouped by Classifier. N = the classifier Number from the Classifier list. |
| Group responses by Month and Year | From "Options" choose Set the Cohort Splits. From "Cohort Splits" select Group by Month/Year. |
SplitType=M | Show the average of responses, grouped by Month and Year |
| Group responses by Year | From "Options" choose Set the Cohort Splits. From "Cohort Splits" select Group by Year. |
SplitType=Y | Show the average of responses, grouped by Year |
| Filter the data to only use the specified Identifier | From "Options" choose Filter by Identifier. In "Identifier" enter the Reporting Identifier to use.. |
Identifier=nnnnnn | Filter the data to only use the specified Reporting Identifier (Often the Role if using Cohort Initiations). If the Reporting Identifier has spaces, replace them with an underscore. |
Examples of Bar merge strings:
|
{ProgressBar[Survey]} |
Bar Chart image for the whole assessment (Single Bar) |
|
{ProgressBar[SectionNo=All]} |
Bar Chart image for the whole assessment (Bar for each section) |
|
{ProgressBar[SectionNo=2 SubSectionNo=2]} |
Bar Chart image by section and a subsection (Single Bar) |
|
{ProgressBar[SectionNo=2 SubSectionNo=All]} |
Bar Chart image by section and all subsections |
|
{Bar[SegmentationNo=All]} |
Bar Chart image by segmentations |
Multiple parameters can be specified in one merge string with one space between each one. For example:{ProgressBar[SectionNo=All Height=50]}
Many of the parameters are only applicable for Cohort Reports. They will be ignored in a single response feedback report.
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