How to: Use SurveyToGo Tabulation

Customer Support Manager

June 04, 2019 09:02

Overview

The Tabulation feature allows you to easily run simple and cross-tabulations on any given survey. Tabulation results can be either shown on screen or saved to HTML or Excel format for reporting. To use the tabulation feature:

Step 1: Running simple tabulations
Step 2: Running cross-tabulation

Please note: The Tabulation module is not designed to handle huge datasets and there is a limit of 5,000 interviews.

Online Video

Direct Youtube link (for full screen): https://youtu.be/vVghft3R6po

Step 1: Running Simple Tabulations

To run Simple Tabulations

Open the project where the survey resides and double click the “Tabulation” node:
Select the relevant survey from the list and click the “Tabulate” button:
Now you are ready to run the tabulation. Simple check the relevant questions you wish to run a tabulation for and click the “Create tabulation” button:
Make sure that the date filters are set correctly to download the data you wish to tabulate:

if you need to tabulate all data for the survey, uncheck the “upload date” and “submit date” filters.
The tabulation outcome will show on the bottom part of the screen with a chart and a data table for each question:

Here is a description of the various parts of the Tabulation screen:

*Component*	*Description*
*(1) Tabulation Type*	Switch between regular and cross-tabulation mode
*(2) Save/load from file*	You can save the tabulation settings and options to a special “tabulation settings” file. You will then be able to use that file in the future by loading it using the “Load from file” button or email the file to a colleague
*(3) Create Tabulation*	The Create Tabulation button generates the tabulation based on your chosen settings
*(4) Main Tabulation questions*	Select the relevant questions you wish to generate tabulations for. You can also click the “Check All” or “Clear All” to easily check or clear all the questions
*(5) Additional data to show*	The various options for displaying additional data for each of the questions.
*(7) Date filters*	Allows you to specify the dates you wish to run the tabulations for. If you wish to run the tabulation for all data, uncheck both filters.
*(8) Filtering options*	Allows you to include/exclude data based on interview status and production/test mode. By default only production interviews are included

Step 2: Running Cross-Tabulation

To run Cross-Tabulation:

Switch the tabulation mode to “Cross-tabulation”:
A new question list will show up to allow you to choose the questions to cross tabulate on:

You can select to cross-tabulate on one or more questions
Click the “Create Tabulation” button to generate the cross-tabulation:
The cross-tabulation will show up on the bottom:

If you cross-tabulate on more than one question, more than one tabulation will show:

Note: Sometimes, you will need to group sets of answers together for your tabulations. You can use the “Answer groups” to group answers together for the cross-tabulation. For example, here is how to group ages <40 and > 40 into 2 groups: