Add subgroups

Use profile variables or survey questions to create subgroup definitions and compare results between different segments.

Prerequisites:

Open the standard survey report.

  1. On the report toolbar, click Subgroup.
  2. In the Subgroup dialog, click + Subgroup.
  3. Select your subgroup source:
    • This Survey
    • Respondent Variables
    • Profile Variables
    • Another Survey
  4. Select a profile variable or question.
    • Type a profile variable or question name in the search field.
    • Click the arrow button to the right of the search field, and select a profile variable or question from the list.
    Note:
    • To be used for subgroups, a profile variable must have 50 or fewer values.
    • The check boxes next to the answer values are for merging subgroups. To show or hide answer values in your report, create a filter. For more information, see Create and apply a filter.
    • The application uses the profile variable value that is collected at the time of survey completion in reports, report filters, and subgroups. This behavior has the following implications:
      • The profile variable value that is used may not reflect the current value.
      • If no previous value exists for a member, the current value is used.

      However, the profile variable value is reflected immediately if it is a memberstatus value. For more information, see Profile variables.

  5. Click Add.
    Result: A list of subgroups appear.
  6. Optional: Merge subgroups.
  7. Click Apply.
    Look for these indications that your subgroup definition was added successfully:
    • The Subgroups toolbar displays a count of the subgroup definitions currently in the report.
    • Below the Subgroups toolbar, a blue menu displays the profile variable or question you added, which indicates it is currently being used for subgroups.
    • Each question now has multiple charts (a total chart and a chart for each subgroup), instead of one chart that displays overall totals.
  8. Optional: Repeat steps 1 to 7 to add another set of subgroup definitions.
    You can add as many profile variables or questions as you want and switch between subgroup views.
Note:
  • The survey that you open and create a report for is your primary survey. When you select a question from a secondary survey (another survey) as your subgroup source, a subset of the response data is added to the report. Data from the secondary survey is only included when it comes from participants in your primary survey.
  • The participation status (complete, incomplete, or both) setting for the report also applies to the secondary survey.
Using questions from another survey as a subgroup source and response data

You are viewing a report about exercise. The report is set to include data from participants who have completed the survey (participation status is Complete).

You want to compare results between professional and amateur athletes. In a secondary survey (another survey), you asked participants a question about their athletic status. You use the athletic status question to create a subgroup definition.

For a participant's data to be included in the report, the participant must have completed both the primary and secondary surveys. Even if the participant has started the secondary survey and there is data recorded for the athletic status question, their response will not be added to the report.