Advanced analytics allows you to filter, segment and segregate date for complex analytical insights. The functions that will be covering are Break By, Nested By and the numerous functions available for building metrics.

6.1 Break By

Break by feature allows you to break your singular data into multiple sets. 

When you select a metric via Select Values, it creates the metric as a single unit depending upon the function you have used in the process. 

However, if you wish to break the data into individual variables or break the data as per certain variables, you can use Break By functions. It allows you to classify your data as per selected variables.

6.1.1 When to Use Break By

The Break By feature is used to gain deeper insights into survey data. When a single-choice question is selected as a metric with Count as the function, the system initially shows the overall number of responses received for that question. However, this total does not reveal how the responses are distributed among the available answer choices. 

By applying Break By, the data is automatically classified according to each answer option, allowing you to see the count and distribution of responses for every choice. This makes it easier to analyze patterns and understand respondent preferences in greater detail.

Click Break By, then select the question by which the data will be classified. In this case, we will select the same question. Then we will select the answer choices based on the classification. 

6.1.2 Create a Break By

To add a break by function:

Step 1: After creating a widget and adding a value, click the + Break By Option and select the question

Step 2: Select the variable on which you want to break up your data. This can be a choice-based question, response metadata, combined or group variables. 

Step 3: After selecting a variable along with its options on which you want to break by, click Save and now you would see the same data being classified into different sets.

6.1.3 Managing a Break By

When you apply a break by, you get some options to further manage and arrange your break by options. Click the three dots beside a break by to view its options.

• Delete: Allows you to delete the break by option
• Merge Options: Allows you to merge the options of the break by with each other. The options get merged if the names are similar. Merge Options is only visible if you have applied break by based on collector or survey.
• Sort Options: Allows you to sort and arranges the options of the break by. You can sort them based on the alphabet in either ascending order.

Once you have added a Break-by, you can see further customization options for each option of Break by

• Disable/Enable: Disable or enable break by using this button
• Drag: With the help of this button, you can move the individual option up and down the order.

6.2 Nested By

Once you have applied Break By on a Metric Data, you can perform further classification of the data using Nested By. 

The Nested By feature provides an additional layer of classification to survey data, allowing you to see how responses are distributed across multiple dimensions. 

6.2.1 Create a Nested By

Below are the steps to apply it on the dashboard:

Step 1: After applying a break by (refer to the previous section for break by), click + Nested By to add a Nested by logic.

Step 2: Select the dashboard variable on which you want to perform additional classification. This can be a question such as choice-based question, metadata, combined variable, group variable, collector type and survey type.

Step 3: Click Save once you have configured the variable along with its options on which you want to apply Nested By.

Step 4: The system will now display a second-level classification on the break by data.

6.2.2 Managing a Nested By

When you apply a nested by, you get some options to further manage and arrange your nested by options.

• Delete: Allows you to delete the nested by option
• Merge Options: Allows you to merge the options. Merge Options is only visible if you have applied nested by based on distribution channel or survey.
• Sort Options: Allows you to sort and arrange the options of the nested by. You can sort them based on the alphabet in either ascending order.

Once you have added a Nested By, you can see further customization options for each option of Nested by

• Disable/Enable: You can disable / enable the individual option of Nested By.
• Drag: Move the individual option up and down the order.
• Change Color: Click the color icon to modify the individual nested by color.

6.3 Metric Builder

When adding values to a widget, you use a combination of formulas along with dashboard variables to build a metric. The metric builder provides you with functions that help with aggregating and combining multiple variables or calculate formulas.

6.3.1 Creating a Metric

To access the metric builder:

Step 1: On Edit Mode, click the New Widget icon to start creating a widget.

Step 2: Select a widget type and click + Add values to start creating a metric.

Step 3: Use the available functions to aggregate values and use the variables to build metrics.

6.3.2 Types of Functions

SUM: Returns the addition of data sets within the bracket.

DIFF: Returns the difference between data sets in the bracket.

MULTIPLY: Returns the multiplication of the data sets present within the bracket.

DIVIDE: Returns the division of the data sets present within the bracket.

COUNT: Returns the total count of data sets present within the bracket.

SQRT: Returns the square root of data sets present within the bracket.

AVG: Returns the average of the data sets present within the bracket.

NPS: Calculates the Net Promoter Score for an NPS Question.

CSAT: Calculates the Customer Satisfaction Score for a Rating Question.

MAX: Returns the maximum figure of the data sets present within the bracket.

MIN: Returns the minimum figure of the data sets present within the bracket.

COUNTDISTINCT: Returns the total count of distinct values present within the variable in the bracket.

FLOOR: Returns the floor value when dividing two values.

CEIL: Returns the ceiling value when dividing two values.

EXISTS: Compares value and checks it against a variable to see if it exists within the variable.

NOTE: You can apply multiple functions at a time by framing a proper formula. The data variable must always be enclosed in brackets to ensure the formula is complete.