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You can do Side-By-Side comparison of data and see the difference between them using the Comparison View of Progress Board.

For Example; if you want to compare last year data with this year data and see the progress and compare them, you can use the Comparison View now. This view allows you to see both of the years data next to each other for easy comparison.

Steps to see Comparison View

  1. Go to the progress board page

  2. Click on New Version button to see the new progress boards

    image-20240712-114235.png

  3. Open the Display dropdown

    image-20240712-114408.png

  4. Now select the Comparison option

    image-20240712-114510.png

  5. You arrive on the Comparison View of progress board.

    screencapture-pre-production-makerble-progress-boardsv2-comparison-view-phq9-on-cp2661-project-2024-07-12-17_16_24.png

Things you can do

  1. Change between various progress trackers on the progress board

    1. You can just select the tracker you want to see.

      image-20240712-114823.png

    2. You can also use the Jump To option

      image-20240712-115743.png

  2. Change Progress Board

    1. Use the Switch Progress Board option is quickly switch between progress boards

      image-20240712-115920.png

  3. Change Progress Board View

    1. You can change the view of the progress board between Analytics, Cards and Comparison view using the Display option

      image-20240712-120104.png

  4. Change the data in any of the chart using the filters

    1. You can use Left Side Filter to filter the data in the left chart

      image-20240712-115032.png

    2. Or the Right Side Filter to filter the data in the right chart

      image-20240712-115127.png

    3. The filter that can be applied to charts are:

      1. Filter by Project: Select the projects whose data is to be displayed in the chart. You can choose multiple projects

      2. Filter by Album: Select the album whose data is to be displayed in the chart. You can choose multiple albums

      3. Filter by Year: Which year data is to be displayed

        image-20240712-115417.png

  5. Apply filters to both the charts

    1. You can apply filters to both the charts simultaneously by using the filters present in the left side of the page

      image-20240712-115601.png

  6. Split results based on contact characteristics

    1. This is present in the right side of the page. This helps you to split the answers based on characteristics of contacts. The fields you used in your contact form can be used to split the answers in the chart to get a much deeper insights on the progress of the contacts.

      image-20240813-121115.png

      For example; if I have a field called gender in my contact form and want to know how the various genders have responded to the questions in the survey, I will split the chart using the gender field in the Split By tab present on the right side of the page. This will split the options in the chart based on all the genders and tell me which gender has selected which option in the survey.
      You can see the split only in the bar graph.

  7. Switch Chart type

    1. You can change the chart from Bar Chart to Pie chart for both left and right chart

      image-20240712-120347.png

  8. Switch what data is to be displayed

    1. You can select what data you want to see in the chart using the Chart Data option

      image-20240712-120504.png

  9. Download Charts

    1. You can download the charts as well

      image-20240712-120738.png

  10. Change Y-axis of the chart

    1. You can see the data in various format by changing the Y axis of the charts. You can switch between percent and number format using this option. It is present above the chart and works separately for each chart. The options available are:

      1. % of question responses: Percent based on the responses present

      2. Number: Display results in numbers

      3. % of project contacts: Percent based on number of contacts in project

        image-20240813-115125.png

Using these options you can easily compare data between various years and project to see the progress and compare them.

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