Insights Canvas: Adding Data Elements

There are a number of ways to incorporate your survey data into your Insights Canvas. To add a Data Element, click anywhere on your canvas or click the Insert button at the bottom of your canvas. Learn about adding Layout elements.

Question Chart: Chart data from a question in a survey

The Insights Canvas allows you to quickly add a Question Chart from one of your SurveyGizmo surveys. These question charts use many of the charts/elements that you will typically see in any survey's Standard Report.

Question Chart Example

Setup

  1. Click anywhere on your canvas or click the Insert button and select Question Chart from the available options.Add a Question Chart Element
  2. On the Settings tab, use the search field to search for the survey from which you want to pull data. You can search for the survey by title or by Survey ID. Once you see your survey in the list of suggestions, click on it to select it.Search For Your Survey
  3. Next, use the Select a question to add menu to choose the question for which you want to pull in the data. The type of question that you select will determine what chart types are available. Provide an Internal Title for your chart element.
  4. Once you have chosen the question, the compatible chart types will be loaded. Select a chart from the following categories:
    • Overall (Aggregate) Charts
    • Over-time (Longitudinal) Charts (not compatible with NPS® questions)
    • Data Points - There are 4 available data point options:
      • NPS Score - Available for Net Promoter Score questions, this chart type allows you to display the NPS score as a stand-alone number rather than as part of a chart.Data Points Chart: NPS Questions
      • Mean, Median, Mode, and Standard Deviation - Available for any single-select question with numeric reporting values as well as the Number question. This chart type allows you to display one of theses statistics as a stand-alone number.
  5. On the Filter you can apply conditions for the data that displays in the element. Learn about your filtering options.
  6. Use the Layout & Options tab to customize several visual aspects of the Question Chart (for more details, visit the Layout & Options tutorial):
    • Chart Colors - Select to Use default chart colors (dictated by the Canvas Styles), or provide your own custom colors for this specific chart element.
    • X-Axis / Y-Axis Value Bounds - Use these fields to set the limits of your x/y axes (min & max) for the following chart types:
    • Width & Height - Set the width and height of your question chart (in pixels).
    • Rotation - Use this field to rotate the shape element clockwise. Enter a value between 0-360.
    • Order (z-index) - This feature is particularly important if you want to place your shape behind another element i.e. Text. In order to ensure that the shape is behind the text, you must input a higher z-index value for the text element than the z-index value for the shape. For example, a text element with a z-index of '2' would show in-front of a shape with a z-index of '1'.
    • Hide Element - Check the Hide this element checkbox to remove this specific question chart from view on your canvas.
    • Class Name -Use the class name provided to reference the calculation element in custom CSS via Canvas Style > Custom Code > Custom CSS. Check out our Insights Canvas Style Tutorial for more details on styling options.
    • Chart Display - select the level of detail that is shown of your chart elements. Learn more!
    • Tap Event - Assign an event that is triggered when the the layout or data element is clicked or tapped (on mobile devices). You might want to link a shape or chart to open a specific survey or take the viewer to your website, or use a tap event to toggle one of your global filters. Tap Events are only active when viewing the Insights Canvas via Preview or while Shared.
  7. The Logic tab provides powerful tools for conditionally styling your Insights Canvas elements. Learn more about what you can do!

Once your Question Chart has been added to your canvas, you can move it to a specific location on the canvas. Click on the Question Chart to select it and the click and drag it into place.

Move Your Question Chart

Question Chart Compatible Questions

The following questions/elements are compatible with the Question Chart element (if a question is not listed below, it is not currently compatible with the Insights Canvas):

*Grid Options

When adding grid questions to your Insights Canvas, you will have the option to customize the statistics that display as part of the grid.

  1. Edit the grid question.
  2. Navigate to the Layout & Options tab and scroll to Grid Options.
  3. Select the items that you want to include from the available statistics. These will vary if you are working with a Checkbox grid.

Note: Hidden Value Actions are not compatible with the Question Chart element.

Calculations: Run Calculations Based on Survey Data

The Calculation data element allows you to reference survey data, run calculations on the data, and output the results to your Insights Canvas (all using SurveyGizmo's Custom Scripting library).

Setup

1. Click anywhere on your canvas or click the Insert button and select Calculation from the available options.

Add Calculations Element

2. Provide an Internal Title for the Calculation element and input your PHP script into the Calculation Workspace field.

Calculation Settings

The following function should be used to pull results from a specific survey and question:

sgapiGetResults(%%sid, %%qid);

%%sid refers to the Survey ID of the survey containing the question data that you want to reference.

%%qid refers to the Question ID of the question that contains the data that you want to reference.

The above function allows you to fetch specific data which you can then manipulate further using PHP scripting. To view more details and an example calculation, visit our tutorial.

3. Use the Layout & Options tab to customize several visual aspects of the Calculation element (for more details, visit the Layout & Options tutorial):

  • Width & Height - Set the width and height of your question chart (in pixels).
  • Rotation - Use this field to rotate the shape element clockwise. Enter a value between 0-360.
  • Order (z-index) - This feature is particularly important if you want to place your shape behind another element i.e. Text. In order to ensure that the shape is behind the text, you must input a higher z-index value for the text element than the z-index value for the shape. For example, a text element with a z-index of '2' would show in-front of a shape with a z-index of '1'.
  • Hide Element - Check the Hide this element checkbox to remove this specific question chart from view on your canvas.
  • Class Name -Use the class name provided to reference the calculation element in custom CSS via Canvas Style > Custom Code > Custom CSS. Check out our Insights Canvas Style Tutorial for more details on styling options.
  • Tap Event - Assign an event that is triggered when the the layout or data element is clicked or tapped (on mobile devices). You might want to link a shape or chart to open a specific survey or take the viewer to your website, or use a tap event to toggle one of your global filters.. Tap Events are only active when viewing the Insights Canvas via Preview or while Shared.

4. The Logic tab provides powerful tools for conditionally styling your Insights Canvas elements. Learn more about what you can do!

Response Map: Show responses to your survey on a map

The Response Map element will add a world map to your canvas (for a given survey) and show dots for locations where responses were recorded. Click on the dots to zoom in. Click the minus sign to zoom back out.

Insights Canvas Response Map

Setup

1. Click anywhere on your canvas or click the Insert button and select Response Map from the available options.

2. On the Settings tab, use the search field to search for the survey from which you want to pull data. You can search for the survey by title or by Survey ID. Once you see your survey in the list of suggestions, select it by clicking on the title.

Search For Your Survey

3. On the Filter you can apply conditions for the data that displays in the element. Learn about your filtering options.

4. Use the Layout & Options tab to customize several visual aspects of the Response Map element (for more details, visit the Layout & Options tutorial):

  • Width & Height - Set the width and height of your question chart (in pixels).
  • Order (z-index) - This feature is particularly important if you want to place your shape behind another element i.e. Text. In order to ensure that the shape is behind the text, you must input a higher z-index value for the text element than the z-index value for the shape. For example, a text element with a z-index of '2' would show in-front of a shape with a z-index of '1'.
  • Hide Element - Check the Hide this element checkbox to remove this specific question chart from view on your canvas.
  • Class Name -Use the class name provided to reference the calculation element in custom CSS via Canvas Style > Custom Code > Custom CSS. Check out our Insights Canvas Style Tutorial for more details on styling options.
  • Tap Event - Assign an event that is triggered when the the layout or data element is clicked or tapped (on mobile devices). You might want to link a shape or chart to open a specific survey or take the viewer to your website, or use a tap event to toggle one of your global filters.. Tap Events are only active when viewing the Insights Canvas via Preview or while Shared.

Once your Response Map has been added to your canvas, you can move it to a specific location on the canvas. Click on the map to select it and the click and drag it into place.

Device Chart: Show the devices respondents used to take a survey

Using the Insert options, you can add a Device Chart for a given survey to illustrate the breakdown of respondents across desktop, tablet, and mobile devices.

Insights Canvas Device Chart

Setup

1. Click anywhere on your canvas or click the Insert button and select Device Chart.

2. On the Settings tab, use the search field to search for the survey from which you want to pull data. You can search for the survey by title or by Survey ID. Once you see your survey in the list of suggestions, select it by clicking on the survey title.

Search For Your Survey

3. On the Filter you can apply conditions for the data that displays in the element. Learn about your filtering options.

4. Use the Layout & Options tab to customize several visual aspects of the Device Chart element (for more details, visit the Layout & Options tutorial):

  • Width & Height - Set the width and height of your question chart (in pixels).
  • Order (z-index) - This feature is particularly important if you want to place your shape behind another element i.e. Text. In order to ensure that the shape is behind the text, you must input a higher z-index value for the text element than the z-index value for the shape. For example, a text element with a z-index of '2' would show in-front of a shape with a z-index of '1'.
  • Hide Element - Check the Hide this element checkbox to remove this specific question chart from view on your canvas.
  • Class Name -Use the class name provided to reference the calculation element in custom CSS via Canvas Style > Custom Code > Custom CSS. Check out our Insights Canvas Style Tutorial for more details on styling options.
  • Tap Event - Assign an event that is triggered when the the layout or data element is clicked or tapped (on mobile devices). You might want to link a shape or chart to open a specific survey or take the viewer to your website, or use a tap event to toggle one of your global filters.. Tap Events are only active when viewing the Insights Canvas via Preview or while Shared.

Once your Device Chart has been added to your canvas, you can move it to a specific location on the canvas. Click on the chart to select it and the click and drag it into place.

Response Counts: Include complete, partial, disqualified counts 

The Response Counts Data element, allows you to show a breakdown of Complete, Partial, and Disqualified responses (for a given survey) directly on your Insights Canvas. Learn about response statuses in SurveyGizmo.

Insights Canvas Response Counts

Setup

1. Click anywhere on your canvas or click the Insert button and Select Response Counts.

2. On the Settings tab, use the search field to search for the survey from which you want to pull data. You can search for the survey by title or by Survey ID. Once you see your survey in the list of suggestions, select it by clicking on the survey title.

Search For Your Survey

3. On the Filter you can apply conditions for the data that displays in the element. Learn about your filtering options.

4. Use the Layout & Options tab to customize several visual aspects of the Response Count element (for more details, visit the Layout & Options tutorial):

  • Width & Height - Set the width and height of your question chart (in pixels).
  • Order (z-index) - This feature is particularly important if you want to place your shape behind another element i.e. Text. In order to ensure that the shape is behind the text, you must input a higher z-index value for the text element than the z-index value for the shape. For example, a text element with a z-index of '2' would show in-front of a shape with a z-index of '1'.
  • Hide Element - Check the Hide this element checkbox to remove this specific question chart from view on your canvas.
  • Class Name -Use the class name provided to reference the calculation element in custom CSS via Canvas Style > Custom Code > Custom CSS. Check out our Insights Canvas Style Tutorial for more details on styling options.
  • Tap Event - Assign an event that is triggered when the the layout or data element is clicked or tapped (on mobile devices). You might want to link a shape or chart to open a specific survey or take the viewer to your website, or use a tap event to toggle one of your global filters.. Tap Events are only active when viewing the Insights Canvas via Preview or while Shared.

Once your Response Count chart has been added to your canvas, you can move it to a specific location on the canvas. Click on the chart to select it and the click and drag it into place.

DIY Response Grid: Show response data grouped for each response

Use the DIY Grid or Cards to group data by response. DIY Grids work best with open-text fields and single-select questions, however, you can pull data from all question types except, Continous Sum, Grid Rows, Other Textboxes, Cascading Dropdown Menu, Max Diff, and Conjoint Experiment. Add-as-Needed data is not available for reporting using the DIY Grid.

Insights Canvas DIY Grid

Setup

  1. Click anywhere on your canvas or click the Insert button and select DIY Response Grid.
  2. On the Settings tab, use the search field to search for the survey from which you wish to pull data. You can search for the survey by title or by Survey ID. Once you see your survey in the list, select it by clicking on the survey title.
    Search For Your Survey
  3. In the Source Question dropdown that appears you can select questions to add to your grid.
    Add your Source Questions
  4. On the Filter you can apply conditions for the data that displays in the element. Learn about your filtering options.
  5. Use the Layout & Options tab to customize several visual aspects of the DIY Response Grid element (for more details, visit the Layout & Options tutorial):
    • Width & Height - Set the width and height of your question chart (in pixels).
    • Order (z-index) - This feature is particularly important if you want to place your shape behind another element i.e. Text. In order to ensure that the shape is behind the text, you must input a higher z-index value for the text element than the z-index value for the shape. For example, a text element with a z-index of '2' would show in-front of a shape with a z-index of '1'.
    • Hide Element - Check the Hide this element checkbox to remove this specific question chart from view on your canvas.
    • Class Name -Use the class name provided to reference the calculation element in custom CSS via Canvas Style > Custom Code > Custom CSS. Check out our Insights Canvas Style Tutorial for more details on styling options.
    • Tap Event - Assign an event that is triggered when the the layout or data element is clicked or tapped (on mobile devices). You might want to link a shape or chart to open a specific survey or take the viewer to your website, or use a tap event to toggle one of your global filters.. Tap Events are only active when viewing the Insights Canvas via Preview or while Shared.

Once your DIY Response Grid has been added to your canvas, you can move it to a specific location on the canvas. Click on the Response Grid to select it and the click and drag it into place.

Crosstab: Crosstabulate two or more questions from a survey

Insights Canvas Crosstab

Setup

  1. Click anywhere on your canvas or click the Insert button and select Crosstab.
  2. On the Settings tab, use the search field to search for the survey from which you wish to pull data. You can search for the survey by title or by Survey ID. Once you see your survey in the list, select it by clicking on the survey title.
    Search For Your Survey
  3. Add Your Columns, also known as Banners. To add multiple questions, simply select them one after another. Delete any answer options from the list below that you do not wish to include.
    Select your Crosstab Columns and Banners
  4. By default your Crosstab will display with grey highlighting. If you wish to customize this go to Layout & Options and select the option to Overwrite with custom grid colors and select a new Grid Color.
    Customize Crosstab Grid Color
  5. On the Filter you can apply conditions for the data that displays in the element. Learn about your filtering options.
  6. Use the Layout & Options tab to customize several visual aspects of the Crosstab element (for more details, visit the Layout & Options tutorial):
    • Width & Height - Set the width and height of your question chart (in pixels).
    • Order (z-index) - This feature is particularly important if you want to place your shape behind another element i.e. Text. In order to ensure that the shape is behind the text, you must input a higher z-index value for the text element than the z-index value for the shape. For example, a text element with a z-index of '2' would show in-front of a shape with a z-index of '1'.
    • Hide Element - Check the Hide this element checkbox to remove this specific question chart from view on your canvas.
    • Class Name -Use the class name provided to reference the calculation element in custom CSS via Canvas Style > Custom Code > Custom CSS. For more details regarding Insights Canvas styling options, visit the tutorial.
    • Tap Event - Assign an event that is triggered when the the layout or data element is clicked or tapped (on mobile devices). You might want to link a shape or chart to open a specific survey or take the viewer to your website, or use a tap event to toggle one of your global filters.. Tap Events are only active when viewing the Insights Canvas via Preview or while Shared.

Once your Crosstab has been added to your canvas, you can move it to a specific location on the canvas. Click on the Crosstab to select it and the click and drag it into place.

Apply Filters to Your Data Elements

Global Filters

Insights Canvas Global Filters allow you to create filter conditions based on Data Elements that have been added to your canvas (specifically the surveys associated with those data elements). 

Your global filter can incorporate multiple surveys and can be applied in two ways:

1. The global filter can be activated on your canvas and shared with your stakeholders. In this case, you are sharing a filtered canvas and thus your stakeholders only see the data that matches your filter rule(s).

2. The global filter can be attached to a Tap Event. Attaching a filter to a tap event allows those who are viewing a shared canvas to toggle the filter on/off. You can create multiple filters (each associated with a tap event), allowing your canvas viewers to dynamically change the canvas' data output.

In order to create global filters, you must first add at least one Data element to your canvas. Then, click on the funnel icon in the upper-left of your canvas. Once the Global Filters section expands, click the Add Filter button.
Add Global Filters

Visit our full documentation on Insights Canvas Global Filters for step by step instructions and an example.

Filter Individual Data Element

With the exception of the Calculation element, all other Data elements can be filtered to further customize the data output. Filters are constructed by building logic conditions (this is the same approach that is used in the SurveyGizmo Standard Report).

Important: The filter conditions can only be based on the survey data associated with the specific Question Chart element that you are editing.

To access your filtering options, edit the specific Data element that you wish to filter and click on the Filter tab.

Filter Specific Data Element

Learn about element-specific filtering options here.

Date Filtering

You also have the option to filter all Data elements on your canvas according to response date. To access the date filtering options, navigate to the calendar icon in the upper left of your canvas. Click on the calendar and apply your desired filter.

Date Filtering in Insights Canvas

Learn more about date filtering.

Next Steps

Learn more about customizing your Insights Canvas Data Elements.

Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.

Basic Standard Market Research HR Professional Full Access Reporting
Free Individual Team & Enterprise
Feature Included In