The Cross Tab module allows you to create advanced tables by crossing multiple questions in one table.
Here are some instructions on how to quickly build cross tabs in Q-Fi.
1. First let's navigate to the reporting module, you can access the navigation menu from the home screen or while in any other module.
2. While in reporting, click on Data & Results, then Cross tabs.
3. In the main Cross Tab screen, click on the "Create New" button.
4. This will take you into the Cross Tab creation screen. We will first describe the different fields and functions in this screen.
- 1. Cross Tab Name - This field is used to define the name of the cross tab, the name will be visible in the cross tab main screen.
- 2. Description - The description text will be shown when viewing the cross tab in a browser or in the first sheet of the excel file when exporting the cross tab.
- 3. Name - Each card in the cross tab represents one screen or sheet in excel, so the name defined for the card will be shown in the Excel sheets tab or as a tab when viewing the cross tab in a browser.
- 4. Card Description - This description will be shown on the screen or sheet for this specific card.
- 5. Select Banner Question - The banner field represents the columns in your table, place questions here by entering the question name or select using the select question function to select the questions you wish to place in the columns of your table.
- 6. Display As (Banner) - This function is used to specify how the banner questions will be displayed in the table. By default the first question selected will be nested to the second question.
- 7. Select Questions - This field is used to define the questions that will be included in the table. These questions will be displayed as the rows of the table.
- 8. Display As (Questions) - This function is used to specify how the questions will be displayed in the table. By default all the questions will be nested, creating several nested rows. However, you may select "Independent" which will build multiple tables, one for each question and they will all be displayed in one screen or sheet in Excel. Selecting "Independent Tables / Sheets" will display each question in its own tab or sheet in Excel.
- 9. Top Row - This function allows you to combine multiple answers into Top n variables.
- 10. Bottom Row - This function allows you to combine multiple answers into Bottom n variables.
- 11. Show Average - This function will add a new row to the table, showing the average per each question.
- 12. Show Standard Deviation - This function will add a new row to the table, showing the standard deviation for each question.
- 13. New Table - This button will add a new card to build tables based on a different banner definition.
5. Now let's create a cross tab. We've entered the name and description of the cross tab and the card. We then select the Satisfaction question (Q9) for our banner and the Occupation question (Q19).
6. Once you've finished entering the details above, you may click the "Preview" button to view the cross tab before saving or click the "Save" button to save your progress.
7. After saving you will be taken out to the main cross tab screen, where you will see the new cross tab listed in the cross tab table, click on the menu icon (3 dots) to the right of the cross tab created to access the different options available.
- 1. View - This function will open the cross tab in a new browser window where you can view the cross tab.
- 2. Export - This function will export the cross tab to an Excel file
- 3. Edit - This function will take into the cross tab editor screen to make change to the cross tab
- 4. Copy - This function will allow you to create a duplicate copy of the cross tab, this is useful if you need to crate a new cross tab with similar configuration.
- 5. Delete - This function will permanently delete the cross tab
Here are some screenshots of the cross tab that was created in this article: