Split By

Split By allows you to segment progress according to the different characteristics of your contacts as captured in List fields that are used on their Contact records

Open

Start by opening the Card Popup

1. Go to the Progress Board containing the Multiple Choice Tracker on the project(s) you are analysing

2. Click the title of the Multiple Choice Tracker

   Open

   

3. This causes the Card Popup to launch

Explore the data

Set the time period for the x-axis

You can change the time period shown in the x-axis

Steps

1. Select Months (green arrow)

2. Choose a new time period from the dropdown list

3. The chart adjusts accordingly

Split the data by a demographic list field

In chart mode

1. Press the Split By button (pink arrow)

2. A list of the List Fields appears

3. Select the one you want to split the data by and press Apply

4. The vertical column for that time period becomes split into several vertical columns; one for each Answer Choice of the List field

5. Expand into Full Screen mode to see the chart more clearly

   1. Click the burger menu icon in the top right

   2. Select View in Full screen

6. Use the horizontal scroller to navigate left and right through time

In table mode

1. Alternatively switch from Chart to Table to explore the data numerically. Press the Table radio button

2. A table appears with a column for each Point In Time and nested below that, a set of columns that include a column for each Answer Choice from the List field being used in the Split By

3. To dive into the table you can press the buttons above the table to

   1. Export it as a CSV file

   2. View it in full screen

4. Press Escape to leave Full Screen mode

5. Press Close to close the Card Popup