Adding or Editing Calculations inside a Compylation Report
A compylation can contain one or more calculations, and each calculation presents an analysis of responses to a single survey question.
After you create a compylation, click Create new calculation +.
This opens a searchable list of fields on the survey that save numeric values or have predefined options and so can be used in calculations. (Short answer, paragraph, email, and phone type fields cannot be used in calculations.) Multi-select and single-choice questions that have numerical values assigned to options will appear in two formats: with and without numerical values.
Choose the field that you want to analyze with the calculation, and click Next.
Choose the Time Period to summarize data.
The Time Period choices are based on the survey or note form frequency. You can roll shorter time periods up into bigger ones, like months into quarters, but you can't choose time periods that are shorter than the timespan for a survey. For example, if you have monthly survey results you can create quarterly or annual calculations but not daily.
Next, select the Date Range to use. This is optional, and leaving it blank will choose all records of the form ever. However, if you are only interested in entries from a particular time frame, you can filter records for just the target time period, such as after 12/31/2024.
Then choose the type of calculation, whose choices depend on the question format.
In this example of the number of tickets in the a Compyle upgrade, a single value is submitted per response. All numerical operations are available, and Sum is a good choice for comparing activity in each quarter.
Options fields, like checkboxes, allow you to choose which options to include. However, the calculation choices are more limited since you are working with text options.
Another required step is to choose whether to combine all of the data across all of the time periods or to show data for each time period separately. For Scorecard Feeds, the calculation must be set to Plot Data for Each Instance.
After deciding on a time period, optional date range, calculation, and graph style, you can choose Segment By to disaggregate the data if desired. Segment By is not available for multi-select fields.
After clicking Save, the data is presented for the question results, and you can replace the default calculation name. You can also edit the calculation, filter results based on gender, race, or location, or segment the data based on the demographic factors.
Data can be presented as a bar graph, or as a trend line.
You can click the three-line icon for a variety of printing and download options.
If you want to add more calculations to the compylation, click Create new calculation.
When a compylation contains multiple calculations, you can display the calculation you want by clicking its radio button.
