Editing Charts on the Platform

 

There are many ways to edit and customize the charts that the Suzy platform generates from your survey results. Simply select Graph Settings on the right side of the chart to make any of the following changes:

 

  • Edit/rename the labels on answer choices. 
  • Combine multiple answer choices into one result.*
  • Hide any answer choice.
  • Convert your chart from a bar graph to a pie chart.* 
  • Display your chart’s results as numbers or percentages.
  • Sort results by ascending order, descending order, or in the order you originally configured.
  • Update individual bar colors or the entire graph at once to better match your company’s branding.

 

*Only available for single-select multiple-choice actions. 

 

You can access these features on both the Insights Explorer page and in the Survey Summary view. Any changes you make will stay in place when you navigate from page to page. To undo your edits, just reset your charts back to their original state by selecting the undo icon in the upper right-hand corner.

 

Customized graphs can be exported as PNG images, or as PDFs within a larger survey.

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How to Edit or Customize Graphs

To rename answer choice labels:

 

  • Click on the bar of the answer choice label you’d like to edit.
  • In the Graph Settings under Customize, navigate to Edit Labels.
  • Type in your new label
  • Select OK.

 GIF_-_Edit.gif

 

To combine answer choices:

  • Click all of the bars with the answer choices you’d like to combine.
  • Click Group.
  • Edit the label as you’d like.
  • Select OK.
  • To undo, click on the bar you’d like to undo. 
    • Select Ungroup All in the Graph Settings.

Gif_-_Grouping.gif

To hide answer choices:

 

  • Click the bar(s) of the answer choice(s) you’d like to hide.
  • Click Hide.
  • To undo, click any bar.  
    • Select Show All in the Graph Settings.

GIF_-_Hiding.gif

To convert to a pie chart:

  • Under Graph Type, select Pie Chart.

 

pie_chart.png

 

To view your chart results as numbers or percentages:

  • Under Show As, select Percent or Number.

 

Gif_-_Percents.gif

 

To sort your results:

Please note: make sure that you are not clicked into a specific bar/answer choice.

 

  • Under Sort, select Ascending, Descending, or As Configured.
    • Descending puts your results in order from greatest to least
    • Ascending puts your results in order from least to greatest.
    • As Configured puts your results in the order they were first added during set-up.

 

Gif_-_Sort.gif

 

To update graph colors:  

 

 

  • To update the entire graph as once:

 

    • Please note: make sure that you are not clicked into a specific bar/answer choice.
    • Under Primary Color, select the color you want..
      • You can also add in the HEX, RGB, or RSL code to match colors identically. Navigate to the up and down arrows to toggle between HEX, RGB, or RSL codes.

 

 

  • To update individual bar colors: 

 

    • Click on the bar(s) with the answer choice(s) you’d like to update.
    • Under Color, select the color you want.
      • You can also add in the HEX, RGB, or RSL code to match colors identically. Navigate to the up and down arrows to toggle between HEX, RGB, or RSL codes.

 

Gif_-_Color.gif

 

Additional tips: 

  • Quickly toggle between edits for the entire graph and individual charts. 
    • Select Edit Entire Graph or Customize to surface those specific settings.
    • Edit Entire Graph changes the whole chart at once.
    • Customize allows you to make localized changes to answer choices.
  • To undo everything, select the Undo icon at the top of Graph Settings.
  • To open Graph Settings, click the Settings icon in the upper right corner of the graph.
  • Click Save Graph to download as a PNG image.
  • Once you clear cache/cookies on your web browser, changes will no longer be saved.
  • Current numbers are not rebased, but will be in a future iteration.