Combining different options together into groups

In the In Detail analytics page, some questions have very long option lists, and sometimes it can be useful to group the individual options together and look at them in the aggregate rather than individually. For example, looking at groups of departments, or if there are multiple related incident types as if they were one category. You can do this by using the "Edit groups" button in the top panel.

You can group either the main question, or the split question if one is set. The tabs at the top of the panel allow you to switch between which question you are grouping.

To group multiple options together into one group, check the boxes next to them, and then select "Create group". This will create a group. Repeat this for as many groups as you would like to create. You must also give each group a label, you can do this by filling the text box at the end of the group. To remove an option from a group, you can use the minus option to remove that option from the group.

If you have a question which groups options together on the reporting form, you can quickly use the same groups within the analytics system by pressing the "Form" switch above the options list. By default, if you have a department list which is grouped, they are grouped according to the groups in the form. You can clear the groups by pressing the "None" switch.

Pressing Done will close the panel and apply the groups you have selected to that chart.

Understanding grouped data

Similarly to how totals are calculated, sometimes the number of reports in a group will be less than the sum of the number of reports in each category before they were grouped. This is because, for example, you you group the incident types "bullying" and "harassment", then any reports that have selected both "bullying" and "harassment" will appear only once, rather than once in each category.