Data Explorer: A step by step guide

Data Explorer is a way to visualize, manipulate, and cut your data on Suzy! Below is a step by step guide on how to get started and use Data Explorer! If you are unfamiliar with any of the terms being used below, head over to our Data Explorer Glossary! 

Getting Started: Accessing Data Explorer and Loading Missions

  1. To get started, navigate to Data Explorer! You can do this in 2 ways:
    1. The ‘Data Explorer’ button on left hand navigation menu 
    2. The ‘Data Explorer’ button on the results page of an action
    3. Your browser will open Data Explorer!
  2. Next, pick an action that you would like to look at. All of your actions from your dashboard are available in the drop down menu. Selecting your action will load all of the questions within that action within the ‘Questions’ Section of the page. 
    1. If you opened Data Explorer from the results page of an action, that action will automatically load
  3. From here, you are ready to start creating your table views, which is how you can customize your data tables!
  4. To remove and load a different mission, click the trash can icon. 

Creating and Applying Table Views:

A Table View is how you can create and customize a data table in Data Explorer! Please keep in mind, Table Views are built on the question level, and after they are created can be applied to other questions. 

  1. Select the question you would like to start with from the ‘Questions’ menu
  2. Click the +Table View button. This will open up the ‘Table View Builder’ where you can create and customize your table views!
  3. Name your Table View.
  4. Create your Banner! Start dragging and dropping attributes into the ‘Rows’ and ‘Columns’ sections to build your table banner, which is the primary component of your Table View. These banner groups can be either nested or non-nested depending on how you drag and drop! When nesting, there is a limit of 4 metrics that can be nested within your banner. There are a multitude of attributes that you can draw from in order to build your table view- these are organized into the following sections:
    1. Targeting: This tab contains all of your action’s targeting- including attributes such as demographics, segments, panels, and quotas. Think of this as an easy access point to add any of your targeted metrics into your Table View. 
    2. Demographics: This tab contains all demographic groups that you can include in your table view. Examples include gender, age, region, ethnicity, etc. 
    3. Segments and Panels: This tab contains the segments and panels that you have access to on your dashboard. 
    4. Add Question: This tab can be used to add other questions or Auto-Assigns to your table view. Auto-Assigns from your current survey or previous surveys can be found here!
    5. Question Values: This tab contains data points associated with the current question you are building the Table View for!
  5. Customize your Table View! There are a few more customizations you can add to your table view. These are listed below:
    1. Creating NETs: NETs allow you to combine 2+ banner points into one, and rename your newly combined data point! This can be done by clicking the down arrow on the desired banner group, and selecting NET. Name your NET and deselect any banner points that you do not want included
    2. Hide/Show: Hide/Show allows you to determine which banner points appear in your Table View. This can be done by clicking the down arrow on the desired banner group, and selecting ‘Hide/Show.’ Deselect any banner points you do not want included.
    3. Filtering: Filters allow you to include or exclude respondents from your Table View based on given criteria. This can be done by clicking the ‘+Add Filter’ button at the bottom of the table builder page. The following filters are available:
      1. Completes: Filter you action by respondents who have completed your survey
        1. Not available when viewing standalone actions 
      2. Demographics: Filter your action by the Suzy platform  demographics
      3. Segments/Panels: Filter your action by segment/panel assignment
      4. Respondent Filters: Upload any user IDs that you would like to filter out
    4. Calculations: Calculations allow you to add top/bottom NETs, means, and stat testing to your Table View. These can be added to your table by clicking the ‘Calculate’ button on the bottom of the table builder page. 
      1. Top and bottom NETs can be customized based on your preference. You can add TB, T2B, T3B, BB, B2B, or B3B to your Table View. 
      2. For stat testing, you can specify any 2 confidence levels to add to your Table View at a time. 80%, 85%, 90%, and 95% levels are available. 
  6. After your Table View is finished, click ‘Save Table View’ on the bottom right hand corner
  7. Your Table View will be applied to your current question. 
    1. You can switch between custom Table Views by using the dropdown menu next to the ‘+Table View’ button.
  8. To edit your Table View, click the pencil button next to the Table View dropdown.
  9. To apply your table view to other questions in your action, click the page icon, where you can choose which parts of your Table View to apply, and which questions you want them applied to!

NOTE: All tables in Data Explorer should be read on the column level! 

Table Settings in Data Explorer: 

  1. After your data tables and table views are set up in Data Explorer, there are a few more modifications you can make to each question. 
  2. You can toggle between % and # views within your data table via the 2 buttons on the right hand side of your data table. 
  3. Click the chart icon to change between table and chart view.

Downloading Data from Data Explorer: 

  1. After your data tables are set up in Data Explorer, you can easily download your work via Excel or Powerpoint!
  2. To download multiple/all data tables, click the ‘Download’ button within the ‘Pick and Action’ section and select what form, Excel or Powerpoint, you would like your download to be in. This will allow you to select which questions to download.
  3. To download the question you are currently on, click the ‘Download’ button within the ‘Table View’ section.

Some quick notes about Data Explorer:

  • Data Explorer will automatically save your progress! 
  • All users on your account will be able to see, use, and edit existing Table Views. Be sure to communicate with any team members who you share Data Explorer with, and name your Table Views accordingly!

Wondering about the terminology used in Data Explorer? Check out our Data Explorer Glossary!

Still have questions about Data Explorer? Check out our FAQ page or head over to Suzy Academy for more in-depth information and training!