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                                          Dimensional Analysis Report

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                                          If you’d like to check trends across time or participant groups, look no further than the Dimensional Analysis Report (DAR). DAR offers the chance to conduct a detailed trend analysis across up to 16 projects at once, including up to four time periods and four participant groups.

                                          Benchmarking is more than just a buzzword — it’s a smart idea! — and the best benchmarking involves matching your own data sets over time. What has changed? What’s working for your participants, and what’s not? With clear, presentation-ready graphs and tables, DAR makes it easy to see how key topic areas are faring so you can learn from your results and take action.

                                          This feature is available only in our Enterprise plan. Contact us to take advantage of this option.

                                          Before You Begin

                                          A good DAR starts at the design phase, based on your choice of questions and question types.

                                          As the name suggests, the Dimensional Analysis Report is designed to track trends across common dimensions, which often appear as Grid questions. Because Grid questions include multiple sub-questions, they offer additional value in delivering an overall score for the general topic area (Security, Communication, etc.) as well as insights on each specific item within.

                                          You may also choose to include important standalone questions as individual Likert scales. For example, overall satisfaction might be a metric question you would like to track across time and among groups.

                                          Assign QIDs

                                          Before you start bringing all of your data together, you first need to assign Question IDs, or QIDs. Assigning QIDs allows you to match a particular question across multiple projects.

                                          For example: You might have a security-focused Rating Radio Grid question in all of your projects. With a few variations in your surveys over the years, the security question might have been Q3 last year and Q5 this year. Setting QIDs ensures that you’re matching the right questions across each project.

                                          Here’s how:

                                          1. Click on All Projects.
                                          2. Hover over the project of your choice, then click on the three dots to the right.
                                          3. Select Assign QIDs.
                                          4. For each Grid question, you will have the opportunity to provide a dimension name. Check ‘Is dimension’ and enter a name (Security, Leadership, etc.) and a 2-digit code.
                                          5. Enter a unique 4- or 5-digit code in the field beside each question to be included in the report. The code for a sub-question within a dimension will start with the same 2-digit code as the dimension. For example, if Security is 10, then the first sub-question within that grid can be numbered 1001.

                                            Not every question in the project must be assigned a QID, but you will only be able to run comparisons for those questions with QIDs.

                                          6. Save your codes.
                                          7. Repeat the same process for any projects that you would like to include in a Dimensional Analysis Report.

                                          Keep a record of the codes that you use to ensure consistency across all of your projects.

                                          Run a Dimensional Analysis Report

                                          Once you’ve assigned QIDs to all of the projects you’d like to analyze in a single Dimensional Analysis Report, bring it all together!

                                          Here’s how:

                                          1. Select a project that will be analyzed within this report, then open Reports.
                                          2. From the Report menu bar, choose Special Reports and select Dimensional Analysis.
                                          3. If you will be comparing different participant groups (Employees, Students, etc.), customize the label for each group.
                                          4. If you will be comparing different time periods, customize the label for each.
                                          5. At each time/group intersection you’d like to analyze, use the dropdown menu to find each relevant project.
                                            When all projects are selected, generate the report.

                                          Customize the Dimensional Analysis Report

                                          Each DAR can be designed to tell the story you’d like to share. Review your results, then choose what you’d like to add to your presentation.

                                          1. If you have included responses from different participant groups, you will find a tab for each across the top of the screen.
                                          2. Each tab starts with an overall score, based on the selected dimensions included. Hover over the graph to access customization options including Chart Type, Chart Color, Chart Settings, and more. Below, you may also choose Show Table to display the data.
                                          3. Below the overall score, you may expand and view comparisons across respondent groups and/or time, depending on the projects you have included. Again, hover over each graph to display customization options and choose whether to show the data table below.
                                          4. Expand and collapse the options below to display:
                                            1. Dimension Scores: A side-by-side comparison of the overall scores for each dimension for this participant group.
                                            2. A section for each dimension included in this report.
                                            3. Highest Ranking Indicators: This section includes the sub-questions with the highest scores across all the dimensions.
                                            4. Lowest Ranking Indicators: This section includes the sub-questions with the lowest scores across all the dimensions.
                                            5. Response Rate
                                            6. Response Source
                                          5. As you find and customize interesting content, click the star to the top right to add each item to your final Report Canvas — the showcase report you will download and share.
                                          6. Complete your review of data across all tabs included.
                                          7. Once you have compiled your items of interests, click the Report Canvas tab.
                                          8. Complete the fields at the top of the Report Canvas tab to customize the report that will be generated.
                                          9. To add an introductory slide, click Add Slide and enter the content you would like to include.
                                          10. Review each item below, hovering to edit the text or add commentary, or adding a footnote below.
                                          11. You may choose to rearrange the order of items by clicking on the 3-line icon in the top right, then dragging and dropping into your preferred order.
                                          12. If you’d like to apply a filter to the entire report, click the filter icon in the top right corner.

                                          Save and Share the Dimensional Analysis Report

                                          When your Report Canvas is ready, you’re ready to share!

                                          1. In the top right corner, click the disk icon to save your report. After all the thought and consideration you’ve put into your report, this is a smart time-saver for future review and revision.
                                          2. Click the download icon to export a copy of your report to PowerPoint 1 or PowerPoint 2 or PDF. Both PowerPoint options allow native editing, although PowerPoint 1 format splits graphs across multiple slides and PowerPoint 2 does not.
                                          3. You may also choose to email a dynamic link to this report to the recipient of your choice. Click the mail icon, then enter the recipient’s email address, customize the message, and enter your preferred expiration date and details.
                                          4. Additionally, you may also choose to segment your report by the question of your choice and deliver segments to the appropriate recipients.

                                          The Dimensional Analysis Report is a powerful tool that allows you to make the most of a lot of data at once, saving you time and effort by bringing together benchmarks you can build upon in the future.

                                          The Dimensional Analysis Report is available only in the Sogolytics Enterprise plan. Contact us to learn more. This feature is not available in accounts on research.sogolytics.com (Zarca).

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