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Qrvey 8.5
Version 8.5 (LTS) of the Qrvey platform is now available to customers. This version includes several new features and performance improvements.
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End-of-life Schedule
We've added a new article that lists the features and endpoints that have been scheduled for deprecation. All features and endpoints will be supported for (1) year after the release date of the LTS version that contains the alternative.
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NodeJS Deprecation
AWS has announced that it is deprecating NodeJS 12, 14, and 16. To avoid any issues as a result of this deprecation, upgrade your instances of the Qrvey platform as described in this announcement.
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146 docs tagged with "Data Analyst"

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Actions

You can configure chart interactions on the Dashboard Builder by setting up actions when users click on a data point or a chart panel area in the End User pages.

Actions - Data

In this article, we’ll review all of the Flow actions available under Data Actions. In general, “Record” functions are used for web forms and uploaded CSV datasets, while “Data” functions work with connected datasources such as Elasticsearch, SQL and Oracle databases.

Actions - Send

In this article, we’ll review all of the Flow actions available under Send Actions.

Activity Log

The Activity Log tracks significant actions within your user account across all applications, logging events like creation, deletion, updates, and sendeding or receiving of applications. Each data set possesses its individual Activity Log.

Activity Log

The Activity Log records all major activity in your user account across all of your applications. Each data set also has its own Activity Log. It logs events in an application, such as creation, deletion, and major changes, as well as sending or receiving applications.

Advanced Settings

The Advanced Settings tab provides advanced configuration options for your dataset.

Appending Data (Union)

Sometimes it is needed to bring data from different data sources with similar structures, and append it to form one single dataset that contains data from all the sources. This action, which is known as UNION in databases, is available in the Qrvey platform and explained in this article.

Applying Tooltips to Charts

Users can enable tooltips that appear as pop-ups on mouse-over events for chart data points. By default, the tooltip pop-up displays the same data that was used to generate each data point in the chart. For example, if the data point value for a specific bar in a bar chart is “100”, then the tooltip will display “100” as well. Users can customize the data values displayed in the tooltip by adding one or more tooltip columns that map to other fields in the selected dataset.

Automatic Column Links

Automatic Column Links feature allows you to relate a URL to a column so that when the column is used in a page visualization, a “Go to URL” Page Action is automatically created with that column containing this URL.

Bar Chart

Use a Bar Chart to compare categorical aggregate values. For example, a bar chart can be used to compare the amount/percentage of a population that attends various categorical events. In Qrvey, users can create Horizontal or Vertical Bar Charts.

Box and Whisker Chart

A Box & Whisker Chart (also called a Box Plot), visualizes the distribution of a set of data in terms of five numbers: the minimum and maximum values on the two ends, the lower quartile, the median, and the upper quartile. It is important to note that the minimum and maximum values are not necessarily the true minimum and maximum values, but minimum and maximum values after excluding the outliers from the data set. You can also choose whether to display the outliers.

Branching

Branching is a powerful feature that allows you to ask follow-up questions based on the respondent's answer to the previous question.

Branding & Styling

This video describes how to customize the appearance of Qrvey Composer as well as specific applications to match your organization's branding and styling needs. It demonstrates the Customization features provided in Qrvey Admin Center, which you can use to customize your instance of Qrvey Composer. It also demonstrates the Settings feature and Style Themes feature available in Qrvey Composer, which you can use to customize the appearance of applications. Finally, this video provides an overview of the Themes API.

Bubble Map

Bubble Maps show aggregated values in precise locations with each bubble area being proportional to the value being represented - the higher the value, the bigger the bubble. These are best suited for comparing proportions of values over geographic regions, like for example the sales amount in different locations.

Bucketing Data

Bucketing is a powerful feature that allows for the grouping of multiple data points into a single item, called a bucket, to make analysis easier.

Building a Web Form

This article describes the basics of building a web form and working with the various field and question types.

Bullet Gauge

Bullet Chart is used to illustrate progress toward a threshold. The qualitative ranges are displayed as different colors that can be customized, for example, to show the performance as poor, satisfactory, or good.

Chart Builder

This video provides an in-depth overview of the Chart Builder feature in Qrvey Composer. It covers topics such as how to create a chart, the types of charts available, and the various options for customizing and configuring charts.

Chart Filters

While building your chart, you are able to create and apply Internal FIlters to its data. These filters are part of the chart and will be retained in all instances of the chart across the entire application. Furthermore, they are not visible outside of the edit mode and can’t be used for interaction. This makes them a secure and “hidden” way of filtering the data.

Choropleth Map

Choropleth maps are a type of heatmap and are suitable for visualizing geographical divides of areas or regions, shaded in relation to the aggregated values. Usually, the darker, more intense colors are associated with larger data values. These are best for visualizing how a measurement varies across various geographical regions. For example, showing ranges of income across different zip codes, or ranges in the number of organ donors across different countries. The region over which analysis is run has to be picked. Choropleth Map supports all countries, along with the US states and cities.

Combo Chart

Combo Charts allow users to layer multiple XY Charts (Bar Chart, Line Chart, and Symbol Chart) over each other, in a single chart area. The charts can be of the same, or different types. Combo Charts consist of one shared dimension or Category, and multiple measures or Values and are used to compare different metrics grouped by the same category - for example, showing the total sales amount of each product layered over the same product quantities.

Comparison and Thresholds

Comparison and Thresholds sections appear only in KPI Charts and are described in more detail in corresponding Chart Types (Bullet, Dial, Indicator gauge).

Complex Data

For data analysis, we have different options that allow users to work with more complex data types, such as images, long texts or files, by making additional metadata available as column values which can be used in chart creation.

Conditions

Conditions are components that can be added to Triggers to test if certain filter criteria are met. Depending on the test results some of the following actions may or may not be executed. This allows for refining trigger conditions, as well as for branching within Flows. In this article, we’ll review what conditions are and how you can deploy them in your Flows to control actions.

Configuring Time Zone Settings

The Qrvey platform enables end users to display dates and times in their local time zone. The Qrvey platform stores data in UTC/GMT+0 and adjusts the time displayed to the end user based on their preferred settings. The default time zone setting is specified in Qrvey Admin Center, but it can be overridden programmatically. The possible settings are:

Content Publishing

This video describes how to publish the dashboards that you create in Qrvey Composer so that they are available to end users. It covers both embedded and non-embedded scenarios. Features discussed include Publish, Unpublish, Embed, and Live Preview. This video also describes how to use the Navigation feature in Page Builder, as well as an overview of the appid and pageid parameters.

Create a New Report

The Pixel-perfect Reports Builder enables you to build customizable report templates with precise control over the positioning and style of every element on the layout, down to the individual pixel.

Crosstab

A Crosstab table shows data aggregated across two different dimensions in a matrix style to show the correlation between different variables, and the values in the cross-section of the said dimensions. Crosstab Charts are used when we want to show the relationship between two Categorical values, for example, total sales (Values) by month-of-year, as one dimension (Row or Column), across different countries, as the other dimension (Column or Row).

Custom View

Custom View allows you to build custom visualizations for your data, which can then be used as part of reports, dashboards, and workflows. Custom View also serves as your own personal dashboard view of what’s the most important in your dataset.

Customizing Web Forms

You can customize web forms to fit the look and feel of your brand, as well as configure how they get embedded into your website or application. In this article, we’ll discuss the options available within Qrvey Composer.

Data Joins

The Join Data feature enables you to create a new dataset by joining multiple data sources from multiple connection types. The existing datasets must have at least one column in common in order to be joined.

Data Sync

The Data Sync feature enables you to keep data up-to-date and synchronized with the Data Sources. You can run the synchronization manually or set up a schedule. This feature also supports cascade synchronization, in cases in which the Dataset is based on other Datasets and those Datasets are reloaded.

Database Connections

You can create connections to various RDBMS by using the Database Connection feature under the Connections tab. Database connections can be created by entering the common connection attributes in the provided fields in the connection dialog, or by using the more advanced connection attributes using a JSON structure. While the former method is the default, the latter can be used to configure properties that are typically not included, such as timeout and encryption preferences.

Dataset Design

This video describes how to design datasets to support charts and visualizations, and how to create datasets using Qrvey Composer. It also discusses some advanced topics including dataset joins, column data types, shared datasets, and dataset reference views.

Dataset Syncing

This video describes how to keep your datasets up-to-date and in sync with your data sources. It covers the following methods of data set syncing:

Dataset Transformations

This video provides an overview of how to use dataset transformations to prepare your data for analysis. It describes how to create new columns of data computed from existing columns, how to standardize data across multiple columns, and how to use formulas and other techniques to prepare data for analysis.

Dataset Views

A dataset view is a type of reference dataset that points to another dataset as its source. Dataset views allow you to create a customized view of a dataset for users with access to the application where the dataset view resides. Dataset views only belong to a single application; however, the source dataset can belong to a different application. Dataset views are recommended whenever you want to share data amongst users with access to different applications and avoid replicating and copying large datasets.

Datasets - Live Connect

Qrvey datasets are the data constructs that support all visualizations and dashboards created within the product. The Qrvey platform supports two types of datasets:

Datasets - Managed

Qrvey datasets are the data constructs that support all visualizations and dashboards created within the product. The Qrvey platform supports two types of datasets:

Date Grouping

Records that exist within dataset columns that are configured as a “Date” column type can be grouped into common date group buckets. Drag and drop a category field of type “Date” onto the Category shelf, click the three-dot menu and select Date Group. Choose the desired date group bucket and the chart will be redrawn with that date grouping applied.

Designing Reports

The Pixel-perfect Reports Builder provides a variety of design and layout options for formatting reports.

Dial Gauge

Dial Chart uses a needle to show where a value is positioned within a range. This chart type is commonly used in dashboard reports to show key business indicators.

Discrete and Continuous Values

When using XY charts to plot data, the expectations for how categories have to be plotted may differ when the category has a continuous nature. This happens because continuous categories, such as dates and numbers, have the potential of being treated in a discrete manner.

Dot Map

Dot Maps display the actual geolocation of each record in the dataset as a dot on a map. These are best for detecting patterns or the distribution of data at a precise location (states, cities, street addresses, house numbers, etc.) by placing same-sized points over those locations.

Download Manager

This feature is disabled by default and must be enabled by your team admin. For details, please see Customizing Qrvey Composer.

Embedding Web Forms

Qrvey has two different embedding options available if you'd like to display your web form on a website, blog, web or mobile application.

Expandable Table

The expandable data table is a type of group banded report. Each row presents a distinct value from the grouping field with special formatting applied to highlight the value. The number of detail records associated with the grouped value is displayed in parentheses adjacent to the grouped values. Expandable tables are especially useful for organizing datasets with a large number of rows, as multiple detail rows are collapsed by default and only revealed when users click on each group header row.

Exporting Data

Qrvey supports exporting charts, tables, dashboards, and reports to print-friendly formats for further analysis in tools like Excel. Users can export an entire dashboard with all its panels or simply choose a single panel. Download Manager provides a central location to access and manage exported files. For more information, see Download Manager.

File Upload Connection

This article describes the steps to create connections to the supported file types, which includes comma-delimited CSV, JSON, and ndJSON. You can also connect to an Amazon S3 bucket with multiple files in these formats.

Filter Design

This video provides an in-depth overview of using Filters in the Qrvey platform, including how to build Filters, the types of Filters available, and how Filters can be configured for a cascading hierarchy.

Format

In the Format section, you will find the option to apply Conditional Formatting or to create a Small Multiples view for your chart.

Formulas & Buckets

This video provides an in-depth overview of using Formulas and Buckets in Chart Builder to prepare data for analytics. Formulas enable you to compute values in real-time, and Buckets enable you to create partitions or groupings of data that do not already exist in the database.

Frequently Asked Questions (FAQs)

This article contains frequently asked questions organized by user persona. If you still can't find what you're looking for, ask us!

Funnel Chart

Funnel Chart is a chart type that displays data values as progressively decreasing/increasing proportions that add up to a whole. The size of each stage of a Funnel Chart is determined by the corresponding value as a percentage of the total of all values and is represented in segments (funnel levels that are representing the Category value).

General Chart Settings

This section is available for all chart types, however the options in it vary among chart types. All available options, regardless of the applicable chart type, have been listed in alphabetical order and briefly described in this article. Options that are specific to some charts are discussed in more detail in the individual chart type articles and a link is provided where applicable.

Heatmap

In broad terms, Heatmaps are forms of visualization that represent data in colors, mapping ranges of values to ranges of colors. With careful selection of the color spectrum used in a heatmap higher values of data may appear “hot” and lower values” can appear “cold”. This concept is used in more specific forms of charts and expanded to serve the needs of the tool that incorporates them. The variation of a heatmap that is incorporated in Qrvey takes a matrix style to facilitate visualizing one value at the intersection of two dimensions.

How to Use Chart Builder Documentation

Chart Builder is a rich component of Qrvey, with a lot of functionality and nuances that may go unnoticed. Because of this reason this entire section of the documentation site is dedicated to this feature.

Indicator Gauge

The indicator Gauge displays a single aggregated metric with the option to compare against the same metric from a different time period. This form of visualization is best suited to display KPIs.

Introduction to Data in Qrvey

In the Data section, you can create and configure datasets, import or connect to external data, and define web forms to capture new data from the navigation bar.

Introduction to End User Personalization

Everything that is created in Qrvey Composer is ultimately for the benefit of an “End User”. In some cases, the Data Analyst persona may be the same as the End User, and in other cases they may be different people. However, in all cases, the permissions and interactions with the content are different between the two personas: Data Analysts create content that End Users interact with.

Introduction to Qrvey Composer

Qrvey Composer is a web-based platform that enables data analysts to import and manage datasets from many sources, design data visualizations within drag-n-drop dashboards, build web forms, setup automated workflows, and generate pixel perfect reports. The platform is tailored for the specific needs of SaaS companies, enabling your team to share, distribute, or embed Qrvey's features within their own platform UIs for fully customized data experiences.

Introduction to the Qrvey Platform

The Qrvey platform is an all-in-one analytics solution that enables SaaS providers to put cutting-edge analytics into the hands of their users. This article contains essential information required to understand how to work with the Qrvey platform.

KPI Charts

This video provides an in-depth overview of how to create Key Performance Indicator (KPI), or Metrics, charts. KPI charts display a single value, which may include targets and thresholds. The three types of KPI charts discussed are Indicator, Dial, and Bullet charts.

Layers

The options in the Layers section are used to set up trends and reference lines over your charts to reveal a trend and also help predict future trends. All layers have to be explicitly added and are not applied by default.

Line Chart

Line charts show changes of an aggregated value over a continuous dimension (Category), usually time. For example, a line chart can be used to show the number of orders that were placed over the period of some days, months, or any other unit of time.

Lookups

The Lookup field type offers a number of different options for populating your answer choices. In this article, we’ll outline the available options.

Managing Chart Axes

Many aspects of the axes for X/Y charts (Bar, Line, etc.) can be controlled from settings that can be found under X-Axis and Y-Axis sections in the Styles section of the Configuration Panel. These include adding a custom label to the axes, deciding if you want to show values or not, and if so, choosing the orientation of the values you want to display (horizontal, vertical, diagonal), among others. These settings are explained in this article.

Map Charts

This video provides an in-depth overview of how to create Map charts, including Dot maps, Bubble maps, and Choropleth maps.

Metric View

Metrics are a powerful feature that allows you to keep an eye on your most important data at glance. It can be used by itself or as a part of a dashboard, report, or workflow.

Min/Max Chart

A Min/Max chart shows the Minimum, Maximum, and Average values of a selected measure. These charts are best used for showing the range of a measure, like minimum and maximum temperature recorded for each day of the month. The most common use cases are for healthcare measurements (temperature, heart rate, oxygen levels, etc), or for “sensor” use-case for IoT devices where the chart creator’s main interest is to show the Min/Avg/Max each minute or hour, for example.

Multi-Series Charts

This video provides an in-depth overview of how to create Multi-Series charts, also referred to as Pivot charts. The three styles of Multi-Series charts discussed are Bar, Line, and Symbol. This video also covers Combo charts.

Multi-Tenancy Architecture

This video discusses multi-tenancy architecture of the Qrvey platform for SaaS organizations. Includes a demonstration of a parent application that embeds a Qrvey application in a multi-tenant environment. Topics covered include:

Multiseries Bar Chart

Multiseries Bar Charts are used when you want to present a single value in more than one category. Effectively, a Multiseries chart consists of two dimensions and a measure. Users need to add a single Category, Value and Series field to create something similar to a pivot chart. For example, if you want to show total sales by country and slice it by quarter, then you need to add country as Category, total order as Value, and order date as Series. The value of each Category is represented by the size of the respective bar and each value in the Series is represented by a color that can be distinguished by adding a legend to the chart.

Multiseries Combo Chart

The Multiseries Combo Chart is used to view multiple metrics over multiple dimensions. It combines a Multiseries Chart with any number of layers of any type of X/Y Chart (Bar Chart, Line Chart, and Symbol Chart). Use a Multiseries Combo Chart to create a visualization with one category, one series, and two or more values.

Multiseries Line Chart

Multiseries Line Charts are used when you want to present a single value in more than one series (Categories). Effectively, a multiseries chart consists of two dimensions and a measure. Users need to add a single Category, Value and Series field to create something similar to a pivot chart. Usually, the main category is of a continuous nature - like time or some sequential number - in order for a line chart to add analytic value. However, the series can be any other type of dimension. For example, if you want to show the number of quantity ordered over time for various continents, then you need to add orderDate as Category, quantityOrdered as Value, and continents as the Series.

Multiseries Symbol Chart

Multiseries Symbol Charts are used when you want to present a single value in more than one category. Effectively, a multiseries chart consists of two dimensions and a measure. Users need to add a single Category, Value and Series field to create something similar to a pivot chart. For example, if you want to show the number of orders in various statuses, across order months, you can add Shipped Date as Category, Quantity as Value, and Status as Series.

Overview of Analyze

The Analyze tab provides a variety of features for analyzing your dataset, including:

Overview of Automation

A flow is a series of components that work together to perform a task. They can be used to automate just about anything in Qrvey Composer, adding power and flexibility to your applications. This article discusses the main components of a flow and how to create one.

Overview of Chart Builder

Chart Builder is the tool that is used for creating charts and metrics based on the data. As you work within the Chart Builder and make changes to your selections, you can see results instantaneously, which allows you to discover new insights about your data.

Overview of Chart Configuration

On the right side of your screen, you have the Configuration Panel where you can choose the type of chart as well as adjust styles and apply different features to your chart.

Overview of Dashboard Builder

Dashboard Builder makes it easy to combine multiple Qrvey Composer components, like forms, charts and metrics, into beautiful web pages, each with their own unique sharable URL. You can also combine multiple dashboards into a complete information application by using the Navigation feature.

Overview of Dashboards

This section describes how to use the Dashboard Builder feature to combine multiple Qrvey Composer components, like forms, charts and metrics, into full-featured interactive web pages that you can embed in your host application. Articles include:

Overview of Datasets

The Datasets page lists the Datasets that have been created, including the dataset name, the date it was created, the date it was last successfully loaded, the Data Sources connected to the dataset, the Scheduling or Data Sync (turned on or off), Status (active, draft, failed), whether the dataset is currently in use or not, how many records and columns there are in the dataset, and the type of the dataset. In the upper-right corner, there is a star icon used to mark a dataset as a favorite, and a three-dot menu where you can share/unshare the dataset, or permanently delete it.

Overview of Filters

Qrvey Composer provides filtering capabilities to focus on the portion of the data relevant to your analysis, affecting the data displayed in the widgets. You can change these filters to focus on more specific data.

Overview of Formula Builder

Formula Builder is an interactive user interface that enables you to quickly create, test, and save formulas. Formulas enable you to create new columns of data that do not already exist in the dataset. For example, you can create a formula to segment data, aggregate data, calculate ratios, and much more. Once a formula is created and saved, it is available in Chart Builder, Pixel-perfect Reports, and the Analyze widget as a new column that can be added to a chart or visualization. The Qrvey platform computes the values of that column in real time, when the end user displays the chart or visualization.

Overview of Geolocation

If your data contains address information that you wish to display on any type of map chart, you need to create a Geolocation Group out of your desired address fields.

Overview of Internationalization

Qrvey platform supports internationalization and localization for end users in a comprehensive manner. Multi-lingual support is offered for both “static” and “dynamic” text, as well as formatting of numbers and dates based on regions and cultures.

Overview of Navigation

You can combine multiple pages together into a complete information application by using the Navigation tab to add a simple menu that will appear on all of your pages.

Overview of Pixel-perfect Reports

The Pixel-perfect Reports Builder enables you to build customizable report templates with precise control over the positioning and style of every element on the layout, down to the individual pixel. Pixel-perfect formatting is important when the output must meet exact specifications, such as in audit reports, tax forms, regulatory documents, shipping labels, and more. This feature also provides rigorous controls for formatting PDF and print output.

Overview of the Design Page

The Design tab of the Data feature enables you to design your dataset. The following diagram provides an overview of its features.

Overview of User Management

In the User Management tab, you can not only create users and groups but also restrict access to certain portions of your application. For instance, you may wish to hide individual pages or components from certain users or allow certain groups of users to access only specific datasets.

Overview of Web Forms

Web Forms are the mechanism with which Qrvey application collect new information from humans. They're also the primary way people update existing data within Qrvey apps.

Page Actions

This video describes the types of actions you can take on the charts and metrics in your published pages or dashboards. The Dashboard Actions covered in this video include how to configure one-click chart data filters, dashboard-level filters, drill-downs to different charts, full page drills to other dashboards, as well as workflows using custom URLs.

Page Builder Overview

This video provides an in-depth overview of the Page Builder feature in Qrvey Composer. It covers how to change resolution, select datasets, and add content to the canvas. This video provides an overview of the various features for moving and positioning content on the page. It demonstrates how to add charts, images, text labels, buttons, workflows, and filters. It also describes responsive view, exporting, and filtering features.

Percent of Total Charts

This video provides an in-depth overview of how to create Percent of Total charts, including Funnel charts, Pie charts, and Word Cloud charts.

Pie Chart

A Pie Chart is essentially a circle divided into slices. The full circle, or “pie” represents 100% of the data points selected. By having categorical data, each slice represents a different category where each slice is proportional to the value it visualizes. Pie charts are the most appropriate when we’re trying to show the proportions of a limited number of subcategories that make up a whole. For example proportions of Yes, No, and Impartial votes as parts of the entire votes count. While this number is fairly arbitrary, having pie charts with more than 10 slices does not provide a good user experience.

Publishing Reports

This article describes the various option for publishing reports created in Pixel-perfect Reports.

Publishing Web Forms

Qrvey makes it easy to publish your web forms just about anywhere. This article discusses different ways you can use your forms, surveys, and quizzes. For information on embedding web forms, see Embedding Web Forms.

Qrvey 8.2 (LTS)

Note: If you wish to upgrade to this version, please contact the CX team if you have a Managed Infrastructure contract. Otherwise, please see the Upgrade Notes document for important notes and access to the upgrade link.

Qrvey Videos

This section of the Qrvey Partner Portal contains a wide variety of short training videos to help you better understand how to work with the Qrvey platform. They are divided into the following categories:

Radar Chart

Radar chart, also known as a Polar, Spider, or Web chart, is mainly used to compare the performance of multiple items (values columns) in different areas (category column). The category values are depicted as “poles” of the chart, while the aggregate of the value column in each category is depicted as a point on the pole. In most cases the points are connected with a line to create a polygon.

Repeating Items Using Page Groups

Page Groups enable you to repeat a set of components in the report body. For example, you can create a standard invoice format and associate it with a dataset column, so the report will display separate invoices with the distinct values of the column. Page Groups also provide an option to insert a page break after every iteration.

Scheduling Exports

This feature lets you automatically produce exports at specified intervals and send them to an email address. The Schedule option is available from the Export dialog that displays when you perform an export. Once created, you can then view, manage, and download your scheduled exports using the Download Manager. For more information on the Export feature, see Exporting Data.

Setting Chart Colors and Themes

The default visualization colors and font styles are determined by a “theme” that applies to the entire Qrvey app. The default theme can be modified and many of its settings can be further customized within each individual chart’s configuration. This article explains the various layers of applying colors and adjusting font styles of charts and their panels.

Setting Up Data and Parameters

The Data & Parameters panel enables you to set up the datasets used in your report. You can only select one dataset per report. You must create parameters before you can add them to a report.

Smart Analyzer

Smart Analyzer unleashes the power of artificial intelligence (AI) to acquire new insights into your data. This feature establishes a link between ChatGPT and the data in your chart, enabling you to ask ChatGPT questions in natural language about your data. This feature does not alter or modify datasets in any way.

Sorting

Qrvey provides comprehensive sorting options for all types of charts. Depending on the chart type, data might be sortable from each column pill, from the Sort by option in the General section, from the chart itself, or from the Sorting section in the Configuration panel. For more information on the various options, see Sorting the Data.

Sorting the Data

There are several ways to sort data within the Chart Builder. These different methods are explained later in the Access Points for Sorting section. It is important to keep in mind that by default, for most charts, data is sorted by the grouped column in ascending order. An arrow icon in the pillbox for the data field indicates the sorting direction; the up arrow indicates ascending sort order and the down arrow indicates descending sort order.

Styles

The Styles section enables you to control various visual elements of the charts, such as colors, labels, and more. It is available for most chart types, and the options vary depending on the chart selected. This article provides an alphabetized list of all the options available to all chart types.

Summary View

Every dataset connected to Qrvey will automatically generate a Summary View, which provides a quick look into your data. To access the summary view, just navigate the web form or dataset with the data you want to review and click the Analyze tab.

Symbol Chart

Symbol Charts show aggregated values (unlike scatter plot which is based on non-aggregated data) with the purpose of seeing which data points stand out as the highest and lowest of the bunch - this makes sense when you have many data points. Symbol Charts are considered very close to Bar Charts in their use case and therefore everything that applies to a Bar Chart also applies to a Symbol Chart in the analytical sense.

Table

Tables display data in rows of consecutive columns, in a spreadsheet-like format. This form of visualization provides an easy way to view the data and perform various analytical functions - such as grouping, sorting, and filtering. Tables are best suited either for viewing the raw data in a dataset or for analyzing multiple aggregations of data grouped by one or more categories. Tables support the display of an unlimited number of columns and rows, which allows users to see the raw unaggregated data before additional analysis is performed.

Table Calculations

Table Calculation is a feature that produces new columns of data based on predefined aggregate functions executed against existing columns of data. Any data column added to the “Values” or “Other Values” shelves in the Chart Builder UI can be used as a source column for a table calculation. The Table Calculations UI contains the following fields:

Table Charts

This video provides an in-depth overview of how to create tabular charts, including the Table chart, Expandable Table chart, and Crosstab chart.

Tabular View

Tabular View offers a traditional, spreadsheet-style view of your data. This is organized into familiar rows and columns. You can add, edit, and delete data as needed. Tabular View also allows for analysis such as filtering, bucketing, and aggregate functions.

Tokens

Tokens are parameters or variables that act as containers for data. There are three categories of Tokens available: System, Data, and User Defined. Tokens can be used across different contexts in the application.

Transformations

Transformations manipulate existing columns and create new ones so that the data is analysis-ready. For example, you can standardize values by setting all values to upper or lower case, combine values together, or flatten arrays of layered data. Transformations are run during the loading process.

Trend Chart

The Trend Chart section only appears for grouped tables and can be used to set up a column or bar chart for each aggregated value over the values of another “Trend By” column, usually a date that can be grouped into months, quarters, years, or other units.

Triggers

Triggers are the components that begin, i.e. initiate, a Flow. This article describes the trigger types and how to use them in your Flows. If you’re not yet familiar with the mechanics of a Flow, see Overview of Automation.

Using Data Engine Syntax

Data Engine Syntax mode enables you to create formulas using the syntax of a specific database engine.

Using Standardized Syntax

Standardized Syntax Mode enables you to create formulas using a standardized language rather than a specific syntax for a specific database engine. Formulas created in Standardize Syntax Mode work with any database engine supported by the Managed Connect and Live Connect features.

Web Form Field Guide

Qrvey’s Web Forms offer a wide variety of field types to make sure you have the right tool for the job. In this guide, we’ll list all of the available types and explain how to use each one.

Web Forms

This video provides an overview of the Web Forms feature and its benefits. This feature enables you to create forms, surveys, and quizzes that collect data from end users.

Word Cloud

A Word Cloud is a visual representation of text data in which the importance or frequency of individual words is represented using the font size. The more important or most frequently used a word is, the larger it appears. This format allows users to spot the most important or frequently used words in a Dataset. Word Cloud charts are best suited when trying to analyze the composition of language to help identify what the most important words or sentiments in a dataset are. For business purposes, Word Clouds can be helpful to find customers' pain points.

Workflows

This video demonstrates how to use the Automation feature in Qrvey Composer to create a workflow.

Working with Formulas

The Pixel-perfect Reports Builder supports the use of formulas to manipulate data from the report’s dataset. To create a formula, click the Formula icon in the toolbar. For more information on working with formulas, see Formulas.

Working With Hierarchical Data

Qrvey has the ability to work with, and analyze hierarchical data, most of the time uploaded from JSON files. This article describes the process of loading such data in datasets and the fundamentals of hierarchical analysis.

Working With Interactive Filters

Filters refine data based on some selected criteria. That is, you can choose particular fields or values and view only the information related to them. To start working with filters, you need to be familiar with the various filter components that are used to create and later interact with the filter inside the Qrvey platform.

Working with Tables

The Pixel-perfect Reports Builder provides two options for displaying tabular data:

XY Charts

This video provides an in-depth overview of how to create charts with an X-axis and a Y-axis. The types of X/Y charts discussed include Bar chart, Line chart, Symbol chart, and Min/Max chart.