Using Segments in the Standard Report you can compare subgroups within your data. Typically, segments are groups within your data that you would like to make comparisons across. For instance, you might compare responses for males and females or age groups or other demographic or firmographic characteristic. Segments can be set up using questions in your survey, response status, response IDs and survey links. You can also create advanced segments with multiple conditions and/or groups of conditions.
For instance, you might compare responses for males and females or you could compare how a question of interest breaks down across the rest of the questions in your survey.
Adding Segments to Your Standard Report
To add a segment to your Standard Report click the Compare Segments option in the left-hand panel. Then click Add Segment.
You have six options available for creating segments.
By Question Answers
Use the By Question Answers option to add segments for the answer/s to a single question. You can add as many of these segments as you wish.
Let's say, for example, that we asked our respondents to provide their gender and we wish to see how the data for males and females compares.
To get started we'll click Compare Segments > Add Segment > By Question Answers. In the first dropdown we'll select the question we wish to use to create segments; that is "Gender" All available answer options will be selected by default. Feel free to de-select any options that you do not want to include in the segments. When finished, click Save.
When you click Save, each question* in your survey will be grouped by the segments you selected.
*Note: If creating segments based on a question (such as the gender question in this example), this question itself will not be segmented.
By Response Status
If you expect that your data might be different based on the response status you can create a segment for Complete, Partial, and/or Disqualified responses and compare your data accordingly. This is available under Compare Segments > Add Segment > By Response Status.
By Response IDs
If you have specific Response IDs that you wish to group together for comparison purposes you can create segments using either an Include the Following Response IDs and/or an Exclude the Following Response IDs approach for your segmentation purposes. This is available under Compare Segments > Add Segment > By Response IDs. You can then populate either or both the include or exclude fields. These values can be comma separated and/or ranges can be specified.
By Survey Link
If you have multiple share links (email campaigns, embeds, default web links, etc), you can create segments by specific links.
Create Advanced Segment
This option gives you access to the logic builder you've likely become pretty familiar with by the time you start reporting on your survey data. Using the logic builder, you can set up logic conditions on questions in your survey and choose whether to join them with an AND or OR operator. You can also set up multiple conditions or groups of conditions. Additionally, can create segments based on things like geo data, URL variables, and even your Email Campaign Invite/Custom Fields.
By default, segments are arranged in the order that they are created (in the case of questions, the segments are arranged according to the order of answer options). If you prefer to display your segments in a different order than the default, you can do so by clicking on the segment's crosshairs icon and dragging that segment into another spot.
The new order of your segments will be applied to any report elements affected by the segments.
Understanding Segmentation Counts and Percentages
Note: As of September 1, 2016 segmented data in the Standard Report will be 'grouped by segment' by default. Reports created prior to this date will have segmented data grouped by answer options. You can pivot segmented charts to group by answer options if you prefer.
When you create and apply segments to your Standard Report, your data is then broken down across these segments.
For example, we have created two segments based on the gender question in our survey. Now, looking at our ice cream flavor question we can see that of the 45.8% of respondents who indicated they are male, 12 prefer chocolate, 4 prefer vanilla, and 7 prefer strawberry cream, etc. We see a total of 39 responses.
Thus, the denominator for the Percent calculations is 39 or the total for the Male segment. We see that 12 of the 39 males said they prefer chocolate ice cream, or 30.8% of males.
Pivoting Segmented Charts
When working with segments, the Standard Report will group your data according to your segments by default.
The Percent column shows us the percentage breakdown of answers within each segment. In the example above, we see that 30.8% of the Male segment selected chocolate. The percentage is based on the total number of individuals in the Male segment, 39 in the above example.
If you prefer to look at your segmented data grouped by answer option, segmented charts can now be pivoted or Grouped by Answer Option.
In this case, the Percent column shows us the percentage breakdown of your segments per each answer option. In the example above we see that of those individuals that selected chocolate, 42.9% belong to the Female segment. The percentage is based on the total number of individuals who selected chocolate, 21 in the above example.
Pivoting Segmented Data
Data can be pivoted globally for the entire report, or per individual element. To pivot your segmented data globally, access the Overall Options in the upper right of your report. Navigate to Charts > Group Segmented Charts by and select Answer Option. Click Done to save your changes. Note: By default, segmented charts will be grouped by Segment.
To pivot a specific question's reporting element, edit that element via Layout & Options. Navigate to Segmentation Options and toggle the Group Segmented Charts by dropdown menu to your desired setting.
The following question types are not compatible with segments:
The maximum allowed segments is 25.
Can I combine two answer options into one segment?
You can! This is why we created the Advanced Segment option. Using the logic builder you can build specific conditions within and across segments.