How to Create a Respondent Table?

To setup a Respondent Table the same logic for setting up other object boxes is used. 

The Respondent Table is found in the Start menu as shown in the image below:

To add content to the Respondent Table, click Edit (on right click or in the object menu). The setup is done in four different tabs/steps:

1. Variables – select variables to include in the table
2. Filters – add filters to the table
3. Settings – define time period, format of the table etc
4. Layout – define color and size of text, background, grid lines etc.

1: Cell limit for Respondent table

Respondent Tables in StoryTeller are limited to a maximum of four million cells. This limit applies to both Excel exports and online views. For online reports, the limit is calculated per page within the table object. If your table exceeds this limit, you’ll need to generate or export the data in smaller batches.

2:Anonymity Limits

Anonymity limits support is available in Respondent tables in order to support suppressing results if there are too few respondents or comments based on defined thresholds.

For more information: How to Setup Anonymity Limit in Respondent Tables

3:Full Screen Mode

Full screen mode allows the viewer to click on the respondent table and, via a menu option, expand the table to fill the screen and hence make more information visible.

Full screen version of the table

4:Display/Hide Variables

This facility allows the view to decide which variables to show in the respondent table.

For more information: How Can Colums be Hidden by a User

5:Sorting

You can control the sort order of the information in the respondent table via the Sorting section under Settings. By default the table is sorted on Response Date but using the dropdown menu you select another variable to base the sort on, and the icon next to the dropdown allows you to specify the sort order i.e. ascending or descending.

• If you want to add a second variable to sort on, click the “+” button and specify the variable you want.

• If you want to remove one of your entries here, click on the trash can icon that appears on the same row.

6:Links to form report

This section is relevant to situations where you have a project that include Forms, for example, closed loop projects. What it does is add a column of links to the Form report (another StoryTeller report) in the project. Clicking on one of these links takes you from the current screen to the form for the selected respondent, where you can update information for that respondent.

The first thing that needs to be specified is the name of the name of the Form report. This is selected from the dropdown list. This is only available if there are Forms in the project.

Next you specify a header for this column of links, and finally you specify a “Button label” ie text that will appear on the link itself.

There is also the option to place this as the first of the last column in the respondent table.

Finally, you can set which objects are updated when the Form is saved, for example it could be a count of actioned cases.

7:Formatting Rules

In the Respondent table object, you can apply the same formatting rule to multiple variables, saving time during setup and maintenance of reports.

Here is an example where column 3-6 shares same rules:

As each variable type (e.g., Categorical and Numeric) has different logic for creating conditions the same formatting rule can only be applied to questions of same type.

To create a rule to be applied to multiple variables complete the following steps:

1. Select the option to apply the rule to multiple variables and specify the variable type (only applicable when rule is applied to each individual cell and not the entire respondent).

2. Add the variables to which you want to apply the formatting rule.

3. Define the rule using the same logic as before.

The image below shows an example of a rule applied to multiple categorical variables

8:Web Variables

For more information: How to Add Images in a Respondent Table

9:Variables

Select variables in the first tab and use the selection boxes (shown in the image below) to choose the variables you want to include. In the top-left corner, use the variable type filter to narrow down your results. By default, all variables are shown.

In the bottom of the default list are the:

• Respondent ID variable

• Respondent Date variable

• Weight variable (useful if you need to check the weight value of your uploaded respondents).

9.1: Using Icons

Respondent tables can use thousands of icons from the built-in Icon and Shape Library to create visually engaging tables with formatting rules.

The image below shows thumb icons being used to indicate good and bad NPS values:

The use of Icons in Formatting rules works in the same way as when applying Icons to formatting rules in regular tables.

Follow the steps below to add icon to a Formatting rule in Respondent tables.

9.1.1: Accessing the Icon and Shape library

Open the formatting rule panel and define the name and expression

Click the Select icon from Icon and Shape library toggle.

Click the default circle icon to open the Icon and Shape library.

9.1.2: Library Sub-tab

In the "Library" sub-tab, choose an icon by selecting the shape type from the "Filtering" drop-down.

Select a shape from the "Selection" section.

Click the "Layout" sub-tab to continue.

9.1.3: Layout Sub-tab

1. Beneath the "Shape" header and blue "Background" text, click either the Color or Gradient toggles depending on your preference.

2. If Color is picked, click the color circle to select a color. You can choose between either a standard color, or a color from a template.

3. If Gradient is picked, click the color circles to the left and right to decide on the gradients and input a value from 0-100 in the fields next to them. Then, use the drop-down to select either "Horizontal", "Vertical", or "Radial".

4. Beneath the blue "Border" text, click the color circle to select a color. You can choose between either a standard color, or a color from a template.

5. Decide on a width and style using the drop-down.

6. Enter a number in the Opacity field from 0-100, and if desired, a number from 0-360 in the Rotate field.

10: Filters

You can select filters to apply to the Respondent Table. Selections can be done in several filter boxes at the same time and like in the chart setup – ‘AND’ is used between the boxes. The image below shows the Filter Tab in the setup of a Respondent Table.

11: Settings

The Settings Tab consist of several options which are described below.

• Time selections: Select the time period to show respondents from (Start and stop date) and the displayed format. The selected Time period will be shown above the Respondent Table as shown in the second image below if the “Display Time Period” option is checked. The selected Date format will be used above the table and in the Respondent Table itself if it contains the “Respondent date” variable. The image below shows the Time selection controls in the Settings Tab.

The image below shows a Respondent Table with a shown Time period above the table.

• Table settings – Layout

In the Table settings Layout section the disposition of the table is selected. In the section “Show variables in” – you define if variables should be shown in columns or in rows.Note: The option “Rows, respondents in columns” is limited to 50 respondents. If you have more than 50 respondents they will not be shown. This is due to performance and this option should only be used in for instance Mystery shopping surveys where you show one column per wave. The image below shows the layout settings in the Settings Tab.

In the Table Width section you define the width of the columns. The default setting is “Fit in box” which means that the table will fill the whole object box and use its full size. If using the Minimum Column width option you define the minimum number of pixels of the columns. This means that the table can be much wider than the object box and in that case horizontal scroll-bars will appear inside the table.

In the general section, you can select the number of rows per page, show and hide question codes, hide questions without data and display the filter information. Besides this you have the ability to combine search boxes. Below you'll see the same table but with different search options. The table to the left uses a search per column while the table to the right has a general search that searches in all columns.

The Search field list contains the following four options

• None
• One per column
• One for the complete table
• Both per column and the complete table.

Note: if the new search option is used in combination with the function that gives the Report users the ability to select which columns to be displayed/hidden you can define if the general search shall search in the hidden columns or not as shown in the image below. Here we see the setting for defining if the general search shall search in the hidden columns or not.

Layout

Within layout, different settings that control the layout can be adjusted:

• Respondent table layout: complete table adjustment
• General: adjustments for background color of the cells and Text (font, size, color, horizontal and vertical alignment, style) and cell padding
• Boarders: adjustments for cell borders (color, width, style)
• First row and first column: adjustments for style, background, text (font, size, color, horizontal and vertical alignment, style), borders and width/height.

13: Further information

• Scroll bars are not shown in the setup-mode. They are only shown in end-user mode.
• A column can never be less wide than the longest word in the column as row breaks are never added in the middle of a word. So, a horizontal scroll bar can appear even when the option Fit in box is used.
• Forsta Visualizations supports a maximum of 50 columns