PDF: Column Chart

ReportR: Column Chart


Essential
Professional
Enterprise
ReportR

Add a Column Chart widget to your customized report to show respondents' results at a glance. 


Here's an example of how a column chart could look in your personalized report:


PDF - Column chart example


Learn how to build a column chart in this video, or follow the steps in the guide below.


This guide will cover the following sections:

  1. Setting up the widget
  2. Widget logic rules
  3. Other available widgets


1 Setting up the widget

Start by giving your column chart a widget name and chart title


You need three elements to build your column chart: Dimension Group label, Dimension Labels and Metrics.

  • Dimension group labels are the names given to the sets of results along the horizontal axis. These could be, for example, different topics of a subject.
  • Dimension labels are the description of each category, and are shown in the legend underneath the column chart. These could be "Employee A" and "Average Score"
  • The metrics are the numerical data in each dimension. This would usually be a score, either picked from one of the survey variables, or a set value.


Before we move to the next step, you'll have to decide what type of column chart you would like to use. A single column chart, where you present each respondent's score in a column chart or you can use a multi column chart to compare scores with a benchmark.


1.1 Create a a single column chart


PDF Column chart single


If you choose to create a column chart similar to this example, you don't need to create any dimension groups. Instead you can immediately start with the Dimension Labels and Metrics.


ReportR - column chart settings

  1. Dimension Label - give a name to the column. This name will be shown in the key under the column chart.
  2. Dimension Metric - choose where the data for the first column of the chart should be taken from. You can either type in a number or click Variables to access the drop-down menu of variables which you can use. Variables take the data entered during the survey and display it in the chart.
  3. Dimension Color - choose the column color by clicking on the pencil. Take care to choose distinctly different colors for each of the columns so the chart will be easy to read.
  4. Add dimension - click to add another column and repeat the steps above. To create the graph in the example, we created four dimensions in total.


1.2 Create a multi column chart


Multi column chart example


Start by adding dimension groups, which correspond to each set of columns.  In our example, we created six dimension groups in total, one for each subject.


Click add group to add the number of dimension groups you need, and label each one.


PDF Column chart dimension groups


Next click add dimension to start creating the axes for your data points. Start your chart by clicking add dimension.


  1. Dimension Label - give a name to the column. This name will be shown in the key under the column chart.
  2. Dimension Color - choose the column color by clicking on the pencil. Take care to choose distinctly different colors for each of the columns so the chart will be easy to read.
  3. Dimension Metric - choose where the data for the first column of the chart should be taken from. You can either type in a number or click Variables to access the drop-down menu of variables which you can use. Variables take the data entered during the survey and display it in the chart. Ideally you should have as many Dimension Metrics as you have Dimension Groups. In this case, each value stands for a score. The value for Metric 1 matches with Group 1, in this case Maths. In total we added four metrics, one for each dimension group (which correspond to a different school subject).
  4. Add dimension - click to add a second data value for each dimension group. You can use this to compare respondent's answers to a benchmark.


Tip: To make advanced design changes to the column chart, use custom CSS.


In the example shown above, the class average was the second data value for each column, and we entered a number rather than a variable. But you can do anything you want!


ReportR column chart - 2nd dimension


Tip: Make sure the number of dimension groups matches the number of data metrics. Dimension group 1 is the name for all of the columns shown under dimension metric 1 and dimension group 2 is all of dimension metric 2 values.


Now you've set up your column chart, you can also configure the y-axis.


ReportR column chart y-axis

  • Y-Axis scale interval - choose the interval spacing for gridlines marking the vertical axis. Make sure you have a few to make the chart easy to read.
  • Y-Axis max - until which value do you want your y-axis to display? Enter it here.

In our example above, which shows values as percentages, the maximum value is 100 and gridlines are shown at an interval of 20.


1.3 Widget Placement & Size

Choose how you would like to align your column chart widget. You can choose to align it to one side and have explanatory text or another widget on the other side, or center it.


PDF COlumn chart placement

  • Left - widget will be aligned to the left side of the page, in a column layout
  • Center - widget will be presented centered across the entire page from the left to the right (full width)
  • Right - widget will be aligned to the right side of the page, in a column layout


If you would like a widget to appear side-by-side the column chart, make sure to set the widget aligned on one side of the page, and the column chart on the other. For example, choose to align the text widget to the left, and align a column chart to the right.


Take a look below at some different possibilities.


PDF Column chart placement options


Use the arrows or enter a value for the chart height and width. If you choose to place the column chart on either the left or the right side of the page, the chart will be automatically resized. 


PDF Column chart size


Now if you want to show your column chart to all respondents, you're done! Just make sure to click save PDF and continue adding widgets. Check out section 3 to see all available widgets.


2 Widget logic rules

If you want to only show this widget under certain conditions, it's time to set the widget logic rules. Click add rule and now select which condition from the drop-down menu should be used to decide when to show the widget.


PDF Column chart logic rules


Once you've chosen the initial condition, you can specify exactly what conditions need to be met, for example the answer on question must be greater than a certain number. If you need a more complex condition, click on the white circle with a purple + sign to add criteria that will be in addition to the other criteria (AND), or instead of (OR).


ReportR spiderchart - widget logic rules


Tip: If you have set up outcomes, you can choose an outcome as the criteria for showing the widget. Choose outcome from the drop-down menu and then select what the outcome should or should not equal so that the widget will be shown. You can set the outcome as the only criteria, or as an additional criteria as shown below. In this example, we clicked the purple button and added that the widget should be shown if both the response on intro field criteria AND the outcome criteria is fulfilled.


PDF Text widget with outcome criteria


Once you've saved your logic rules, don't forget to save PDF and you're ready to add more widgets!


3 Other available widgets

Why not check out our other widget guides and learn how to add other types of content to your PDF?

  1. Text
  2. Image
  3. Table
  4. Page or Section Break
  5. Formula Ranking
  6. Custom Results by Respondent table
  7. Question block KPI
  8. Formula KPI
  9. Spider Chart
  10. Pie Chart
  11. Bar Chart
  12. Gauge Chart
  13. KPI
V
Vincent is the author of this solution article.

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