All questions, calculation types, settings, etc. are turned on by default. Using Setup options, Admins can limit content which user will have access to. To setup (limit) the content, simply click the “Setup” button, and a setup window will appear.
The setup window is divided into the following panels:
- Hierarchical Filter (the panel is only shown if the project has a hierarchical filter)
- Variable subsets
- Question blocks
- Calculation types
- Static filters
- Time period, Moving averages, Intervals
- Base size limits
- Favorites and sharing
- Optional Features
- Device filtering
The logic in hierarchical filter is the same as when setting up a StoryTeller:
- The hierarchical filter can be hidden
- The label of the hierarchical filter can be defined
- You can define which hierarchical filter nodes will be shown
- You can limit the selections to single selection or allow multiple selections
- The image below shows the setup of the Hierarchical Filters.
If your project contains Variable Subsets, then you can use them in the Cross Table Tool report. It is very similar to how Variable Subsets are used in the StoryTeller. This means that multiple Variable Subsets can be shown in the Cross Table Tool and users will see different Variable Subsets depending on their access rights.
The image below shows an example of Variable Subsets in the Cross Table Tool. The Subsets are used to filter both questions and answers based on brands. The sort order of the Variable Subsets is based on the defined sort order in the Variable Subset creation page in the administration view.
Report User View
The report user can only see the Variable Subsets that he/she has access to. When the user enters the Cross Table Tool, then the Variable Subsets that have been defined as default on the report user level will become the default ones. If the user does not have any Variable Subsets set to default (or if the default one is not available in the Cross Table Tool), then the first Variable Subset in the list will be set as default. If the Cross Table Tool report only contains one Variable Subset, or if the user only has access to one Variable Subset, then the Variable Subset list will not be shown at all. It will be hidden automatically when it only contains one object.
The selected Variable Subset filters the questions and answers in the ‘Row & Column’ tab and the ‘Filter’ tab. It also filters the questions in the compute variable view.
Depending on the setup of the Cross Table Tool, the user can do multiple or single selection in the Variable Subset list. If the user selects multiple Variable Subsets, then all questions and answers that are included in at least one of the selected Variable Subsets will be shown.
Example: Variable Subset A is hiding Question X, but Variable Subset B is not hiding Question X. If both Variable Subset A & B are selected, then Question X will be shown for the user.
*When the users create Favorites, then they can share those with other users. The users will only see shared Favorites which are based on the Variable Subsets the user has access to.
Example: User A has access to Variable Subset A, and User B has access to Variable Subset B. If User A creates a Favorite and then shares it, then User B will not be able to see this shared Favorite as it is based on Variable Subset A.
Step by step
The Variable Subsets are not applied to the Cross Table Tool by default. They need to be activated by the Administrator in the Setup view in the Variable Subsets panel.
1. Press the Setup button to access Cross table setup options.
2. Open Variable subset menu. In the label box new Label can be assigned for variable subset.
3. Select if single or multiple selection will be allowed.
4. Select which Variable Subsets will be shown.
Alternatively if the workbooks are allowed the setup button can be found on the bottom left corner.
Note: When the user creates Computed Variables in the Cross-Table Tool, by default they will belong to a Question block named “Computed variables.” This will make it easier for the users to find the variables they have created. The image below shows the “Computed variables” question block. It appears automatically when the user creates computed variables.
Here is where you select which question blocks will be shown in the cross-table tool. By default, the option “All” is selected. This means that all question blocks are shown, even those which are created after the setup of the cross table tool. To limit the content, choose “Select” and then you can select which question blocks you would like to show in the cross table tool.
The image below shows the setup of the Question Blocks. The “All” option is selected by default. If “Select” is enabled, then the desired question blocks you wish to show shall be ticked. The non-ticked question blocks will not be shown.
Here is where you select the questions to be shown in the cross table tool. By default, the option “All” is selected. This means that all questions are shown, even those which are created after the setup of the cross table tool. To limit the content, choose “Select” and then you can select which questions to be shown in the cross table tool.
The image below shows the setup of the questions. The “All” option is chosen by default. If “Select” is enabled, then you can choose which questions from the list will be shown. The non-ticked questions will not be shown.
Within the questions settings, you will have the ability to activate/inactivate the function to enter the setup window, choose the Questions panel and use the setting “Activate ability to display question and answer codes” as shown in the image below. Here we see the setting to be used to turn the ability to display the codes on and off.
Question Block for Computed Variables
When the user creates Computed Variables in the Cross Table Tool, by default they will belong to a Question block named “Computed variables.” This will make it easier for the users to find the variables they have created. The image below shows the “Computed variables” question block. It appears automatically when the user creates computed variables.
To apply Static filters enter the Cross table tool setup and the new Static Filter panel and select the variables that shall be applied as static filters (see an example image further down).
Except from applying a static filter, you can also select if the filter information, displayed in the above the table, shall include the static filter or not.
Here we see the Static Filter panel, in this example the result in the Cross table tool is always filtered by Swedish respondents.
Note: If selecting multiple options within a filter variable these are treated as “OR”. If selections have been made in multiple filter variables these are treated as “AND” between the variables.
Base size limits
The selection of base size limits to be applied, custom or any of the predefined sets, to StoryCreator objects and Cross table tool tables works in same way as in the StoryTeller objects. Though, the custom limit option is the only enabled option by default in StoryCreator and Cross table tool reports so if any of the predefined sets should be available for the users these must first be activated in the StoryCreator/Cross table tool Setup.
Here we see the base size section in the StoryCreator/Cross table tool setup, to use any of the predefined sets you need to enable those and then these are available for the users of the StoryCreator and the Cross table tool.
Favorites and sharing
What type of Favorite sharing to be available in the Cross Table tool is specified in the Setup panel of the Cross table tool. In the image below you see the options, when creating a new Cross Table tool report sharing to all users is enabled by default but not sharing to individual users.
It is supported to turn off the ability to share Favorites in the Cross table tool. When this setting is applied the users can still save their own favorites but not share those with other users.
Note 1: if the ability to share Favorites is turned off the administrator will still see the panel “Favorites created by other users” to be able to support the users.
Note 2: if you change defaults (like base size limits, number of decimals, units etc.) these will not be applied to already saved favorites/templates.