Creating a Banner

A banner is a collection of segments where each segment makes up a column in the results tables. You create a banner in the Responses tab. You can create one banner in Instant Analytics, and if you chose to use the banner then it will be used for all the questions in the Responses tab.

1. Click the Banner button, then click Edit banner.

The Edit banner overlay opens.



Figure 1 - The Edit banner overlay

You can create the banner by adding questions or time series.

Adding Questions

2. Click Add questions.

A list of the questions in the survey is displayed.

3. Click on those questions you wish to add to the banner to check the boxes beside the questions.

The icons located between the check-boxes and the questions indicate the type of question; radio button for a single question, a tick for a multi question.

4. On completion click Add to banner.

Adding a Time Series

1. Click Add time series.

The Add time series overlay opens.



Figure 2 - Adding a time series to the banner

2. Type a name for the time series into the field.
3. Select Intervals (select thereafter Weeks or Months and the appropriate value) or Custom date ranges (add a label if required and select thereafter the dates to be used). Note that you can add as many date ranges as necessary.
4. On completion click Add to banner.

Adding a Segment

A segment is a filtered criteria comprising a combination of answers that match a particular target group, for example Males aged 25-44 who earn over $50,000. You can create segments within Instant Analytics, save these segments, and then add them to banners when performing analysis in the Responses tab. These segments will then be available to any user of the Instant Analytics report.

1. Click Add segments.

The Add segments overlay opens.



Figure 3 - Adding a segment to the banner

Any existing segments are listed. Here you can edit, duplicate or delete them, and create new segments.

2. Click Create new segment.

The Create segment overlay opens.



Figure 4 - The Create segment overlay

All the questions in the survey are listed. In this example we will create a segment to select for male respondents between the ages of 26 and 45.

3. Type a name for the new segment into the Segment name field - in this example Male26to45.
4. Select a question to add to the segment - in this example the Gender question.
5. The responses available for the selected question are listed.



Figure 5 - The Create segment overlay with the responses for the Gender question

6. Select the appropriate value(s).
7. Select whether you want the condition to match the selected values or not match them.
8. Click Add condition.

The condition is added to the segment, and the question list re-opens allowing you to select additional questions as required. In this example you would now select the Age question.



Figure 6 - The Create segment overlay with the responses for the Age question

9. Again, select the appropriate values (for this example check the boxes for 26 - 35 and 36 - 45), and select whether you want the condition to match the selected values or not match them.
10. Assuming you now have the required conditions in the segment, click Save segment.

Note that you can add as many questions to the segment as necessary.

11. Once you are ready to add the segment(s) to your banner, in the Add segments to banner overlay, select the segment(s) you wish to add and click Add to banner.

Figure 7 - Adding the segment to the banner

Confirming

The Edit banner overlay changes to a confirmation dialog. Here you can nest columns if necessary, re-order the questions you have selected for the banner, or remove them from the banner.

Figure 8 - Editing and applying the banner

1. To nest a question, click the Nest icon then select Add question, Add time series or Add segment.
2. To reorder the questions, click on the Reorder icon and drag the question to the desired location.

Note that any questions that are nested within the question you are dragging will be moved along with the question you are dragging.

3. To add additional questions or time series, click the appropriate button and repeat the procedure above.
4. To remove a question from the banner, click the X icon for that question.
5. On completion, click Apply changes.