Scatterplots are unique in our chart types in that it has a metric for the x Axis as well as the Y Axis.
There may be 1 or multiple points on the plot. Multiple points may be based on multiple elements (e.g. multiple segmentations in matched groups) and/or based because there are multiple responses. i.e. this is a cohort.
Often Scatterplots will be shown on an image background to give it context. This is just done by placing a picture behind it in Word (see below for more detailed steps to achieve this). Scatterplots are transparent and all of the Axis can be hidden to facilitate this.
| Detailed Distribution with Image Background and Regression Line | Single Response (or Average of Cohort), using Rating Bands |
The marks in the scatterplot can be the intersection of the scores for:
- a single segmentation with another specified single segmentation (this is expected to be the most used option)
- all of the segmentations within a segmentation group with all of the segmentations in another segmentation group. In this case, the segmentations to match must be in the same sequence in each segmentation group.
- a single section with another specified single section
- a single subsection with another specified single subsection
- all of the subsections within a section with all of the subsections in another section. In this case, the subsections to match must be in the same sequence in each section.
- a single question with another specified single question
- all of the questions within a subsection with all of the questions in another subsection. In this case, the questions to match must be in the same sequence in each subsection.
To achieve the above-left scatterplot example, you would need to insert an image behind the scatterplot. This may take some playing around to get the image and scatterplot lined up exactly as you want it to display in the PDF report - you could start by showing the Axis and then removing it once you have everything lined up.
- Step 1: Insert a table cell into your word template:
- Step 2: Insert the scatterplot merge string into your cell:
- Step 3: Insert your image behind your table cell - in this case the image is quadrant. To do this you click on
- this provides layout options for your image and will display the options below when clicked on. Then select the 'Behind Text' option as indicated by the arrow. This ensures the image sits behind the scatterplot. Now upload back to your BA portal and view your report to see the changes.
Elements to Display | |||
| How to show | Using the Merge Manager | Parameter | Notes |
| Result for one segmentation compared to another segmentation. | From "Show" choose Segmentations From "X-Segmentation Group" choose the Segmentation group to be selected from for the X-Axis From "Segmentation" choose the Segmentation for the Y-Axis From "X-Segmentation" choose the Segmentation for the X-Axis | SegG=n X-SegG=n SegmentationNo=n X-SegmentationNo=n | n = the Segmentation Group Number, or the Segmentation Number, these are available in the Segmentations function. |
| Result for a group of segmentations compared to another group of segmentations. | From "Show" choose Segmentations From "X-Segmentation Group" choose the Segmentation group to be selected from for the X-Axis From "Segmentation" choose All Segmentations From "X-Segmentation" choose All Segmentations | SegG=n X-SegG=n SegmentationNo=ALL X-SegmentationNo=ALL | n = the Segmentation Group Number, this is available in the Segmentations function. |
| Result for one section compared to another section. | From "Show" choose Sections From "X-Section" choose Section for the X-Axis | SectionNo=n X-SectionNo=n | If the Subsections parameters are not used, there will be one result. n=the section number |
| Result for one subsection compared to another subsection (either in the same section or different sections) | From "Show" choose Subsections From "X-Subsection" choose the Sub Section for the X-Axis | SubSectionNo=n X-SubSectionNo=n | The Section an X-Section parameters must also be used. If the Questions parameter is not used, there will be a result for each subsection. n=the subsection number |
| Results for all subsections within the specified section compared to all the subsections in another section | From "Show" choose Subsections From "X-Subsection" choose All Sub Sections | SubSectionNo=ALL X-SubSectionNo=ALL | The Section an X-Section parameters must also be used. If the Questions parameter is not used, there will be a result for each subsection. |
| Results for one question compared to another question (either in the same subsection or different subsections) | From "Show" choose Questions From "Section" choose the Section name for the Y-Axis From "X-Subsection" choose the Sub Section for the X-Axis From "Question" choose the Question for The Y-Axis From "X-Question" choose the Question for The X-Axis | QuestionNo=n X-QuestionNo=n | Section and Subsection parameters must also be used. n=the question number |
| Results for all questions within the specified section and subsection compared to all questions within another specified section and subsection | From "Show" choose Questions From "Section" choose the Section name for the Y-Axis From "X-Subsection" choose the Sub Section for the X-Axis From "Question" choose All Questions From "X-Question" choose All Questions | QuestionNo=ALL X-QuestionNo=ALL | Section and Subsection parameters must also be used. |
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. |
| 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 scores on each mark (percentage or actual score). | From "Options" choose Display Labels. From "Display Labels" select Labels. | Label=Y | Labels show both of the mark values (eg 20%, 35%) in the Display Format (percentages or actual scores). |
| Show the scores on each mark (percentage or actual score) together with the element names. | From "Options" choose Display Labels. From "Display Labels" select Detailed Labels. | Label=D | Labels show both of the mark values followed by the name of the element (percentages or actual scores). e.g. 40% Risk 60% Reward |
| Show decimals on the score on the label, if one is shown and the granularity of the marks) | 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) |
| 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 300 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 600 pixels. |
| Select the Font for the Legends and Labels | From "Options" choose Font. From "Font" select the required font. | Font=[name] | The fonts available are listed in the Merge Manager. If they have a space in the name it is replaced by an underscore. |
| Select the Font Size for the Legends and Labels | From "Options" choose Font Size. In "Font Size" enter the required font size in points. | FontSize=n | n = the font size in points. |
| Select the Background color for the chart. (By default it is transparent, so you may require a white background) | From "Options" choose Background. In "Background" enter the Color code (#nnnnnn) | Background=#CCCCCCC | #CCCCCCC = the Color code (#nnnnnn) or "null" if a transparent background is required. eg #FFFFFF = white. |
Display Rating Bands as a background
| From "Options" choose Rating Bands. From "Rating Bands" select Display Rating Bands. | RatingBands=Y | Displays background color bands, based on the rating. The Rating Type can be specified if a Rating other than the base Rating is required. |
| Set the Label Color | From "Options" choose Label color. In "Specify Label Color" enter the color code in the format #nnnnnn. | LabelColor=#CCCCCCC | #CCCCCCC = the Color code (#nnnnnn) for the Label (score). |
| Set 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 | |
| Don't show the Title | From "Options" choose Title Rules. From "Title Rules" select None. | Title=N | No Title is shown (this is the segmentation /section / subsection / question name shown and each Axis) |
| Don't show the Y-Axis | From "Options" choose Y-Axis Rules. From "Y-Axis Rules" select None. | YAxis=N | The Y Axis is not shown (this is the percentages or numbers for Likert Scores) |
| Don't show the X-Axis | From "Options" choose X-Axis Rules. From "X-Axis Rules" select None. | XAxis=N | The X Axis is not shown (this is the percentages or numbers for Likert Scores) |
| Set the minimum value of the Y-Axis. | From "Options" choose Set the Y-Axis Minimum. In "Set the Y-Axis Minimum" enter the minimum value. | YAxisMin=n | The Y (Vertical) axis minimum value. If not specified 0 will be used. |
| Set the maximum value of the Y-Axis. | From "Options" choose Set the Y-Axis Maximum. In "Set the Y-Axis Maximum" enter the maximum value. | YAxisMax=n | The Y (Vertical) axis maximum value. If not specified the system will base it on the data. |
| Set the increment of the Y-Axis. | From "Options" choose Set the Y-Axis Increment. In "Set the Y-Axis Increment" enter the increment value (e.g. 1). | YAxisInc=n | The Y (Vertical) axis increment of the tick marks. |
| Set the minimum value of the X-Axis. | From "Options" choose Set the X-Axis Minimum. In "Set the X-Axis Minimum" enter the minimum value. | XAxisMin=n | The X (Horizontal) axis minimum value. If not specified 0 will be used. |
| Set the maximum value of the X-Axis. | From "Options" choose Set the X-Axis Maximum. In "Set the X-Axis Maximum" enter the maximum value. | XAxisMax=n | The X (Horizontal) axis maximum value. If not specified the system will base it on the data. |
| Set the increment of the X-Axis. | From "Options" choose Set the X-Axis Increment. In "Set the X-Axis Increment" enter the increment value (e.g. 1). | XAxisInc=n | The X (Horizontal) axis increment of the tick marks. |
| 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 | From "Options" choose Set the chart colors. In "Set the chart colors" enter the Hex code for the colors, separated by a comma. | Chartcolors=#CCCCCC,#F0F0F0 | Specify the hex code for the colors for the chart, separated by a comma. They will be used in the order they appear. If there are more marks than colors, the defaults will be used. |
| In a Cohort, show a mark for every response. | From "Options" choose Level of Detail. From "Level of Detail" select Show Marks for Every Response | Detail=Y | In a Cohort, show a mark for every response. If this is not used the normal behavior of averaging all of the marks will apply. Note this can be used in conjunction with a SplitType, but in that case the splitype will only affect the color. |
| Set the Mark Size | From "Options" choose Mark Size. In "Mark Size" enter the size required in Pixels | MarkSize=n | Standard Size is 5 pixels. Caution is needed when showing Labels to avoid overlaps. |
| Show a Regression Line | From "Options" choose Regression Line. From "Regression Line" select Show Regression Line | Regression=Y | Only applicable for multiple responses. |
| Use an image rather than a mark to highlight the result | From "Options" choose Mark Image. From "Mark Image" select an image from the images of type Assessment Body, attached to this assessment. | MarkImage=nnnnn | Image must be sized appropriately before it is uploaded. Upload it using the Graphics function, and select the Type of Assessment Body. |
| 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 Rating | From "Options" choose Set the Cohort Splits. From "Cohort Splits" select Group by Rating. | SplitType=Q | Designed to be used with Counts - to show the number of respondents in each rating. |
| Group responses by Iteration | From "Options" choose Set the Cohort Splits. From "Cohort Splits" select Group by Iteration. | SplitType=T | Show the average of responses, grouped by Iteration. |
| 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. |
| Filter the data to only use the first Iteration | From "Options" choose Filter by Iteration. In "Iteration" Select "First Iteration". | Iteration=First | Filter the data to only use the First Iteration. |
| Filter the data to only use the last Iteration | From "Options" choose Filter by Iteration. In "Iteration" Select "Last Iteration". | Iteration=Last | Filter the data to only use the Last Iteration (i.e. the most recent). |
| Filter the data to only use the previous (2nd to last) Iteration | From "Options" choose Filter by Iteration. In "Iteration" Select "Previous Iteration". | Iteration=Previous | Filter the data to only use the Previous (2nd to last) Iteration. |
| Invert the values in the graph to show bars for the cohort splits rather than the assessment elements. | From "Options" choose Invert. From "Invert" select Invert the Graph. | Invert=Y | Show the Cohort Split as the main division, and the Assessment elements (e.g. sections, subsections etc) as the secondary division of the graph |
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