In this article
Configure your Data Grid widget by naming it, selecting data distribution, adding columns, variables, and functions. Use Break By to add context.
After adding the Data Grid widget to your report, you can start configuring it. Firstly, assign a name to the widget using the pencil icon. Afterwards, select the distribution method for the data.
Which Data Distribution is best?
The Data Grid widget offers two options: Data in Columns and Data in Rows.
Data in Columns
The metrics are presented in columns.
Data visualized in columns
Data in Rows
The metrics are presented in rows. This is typically used when tracking data over time.
Data visualized in rows
Note
The choice between Data in Rows/Columns cannot be changed later.
Choosing the Data Distribution
Click either "Data in Columns" or "Data in Rows", depending on your preference.
Click the Done button.
Your row could consist of, say, the location of a claims center. Then, the next action is to add a column that features metrics that give context to the data in your row.
Adding a column involves adding a variable and then a function.
The next step involves adding a "Break By" variable to enhance the data with additional context, such as assigning a score ranging from 1 to 10.
Columns are created using the Expression Builder.
Adding a Column
To add a column to your data grid, follow these steps:
Click the edit widget icon.
Click the plus + icon next to Columns.
Click the pencil icon next to Data Column to edit the name of the column. This may be useful when you have multiple columns and want to tell them apart.
Selecting a Variable
Click the Expression builder icon to open the Expression Builder.
When you have finished making your selections, click in the "variable" field and select a variable from the drop-down menu.
The row Expression Builder and column Expression Builder offer different utility.
Row Expression Builder
Source: Lets you choose the data set from which variables are derived.
Table: Filters variables depending on the drop-down menu selection.
Variable: Used to define the row data.
Use Score: Appears as a button in some scenarios. Enabling this will remove the text associated with a score.
Column Expression Builder
Source: Lets you choose the data set from which variables are derived.
Table or Measure: Filters variable depending on the drop-down menu selection. Using a Measure replaces the variable.
Variable: Used to define the column data.
Function: Changed how metrics are displayed, see below for more information
Selecting a Function
Click in the "function" field and select a function from the drop-down menu.
Average: The average value that the respondents chose
Bottom1Percent: The number of respondents that chose a score of 1.
Bottom2Percent: The number of respondents that chose a score of 1-2.
Bottom3Percent: The number of respondents that chose a score of 1-3.
Count: The number of respondents that chose the value.
Max: The highest score given.
Median: The middle number
Min: The lowest score given.
NPS: The Net Promoter Score.
Percentage of Answers: The percentage of people that chose the included answer (chosen by user).
Range Gap %: Calculated by subtracting the percentage of answers in a certain range of scores from the percentage of answers from another range of scores (chosen by user).
Standard Deviation: The number of responses that differ from the mean value.
Sum: Multiplies the values in the rows and columns. For example, if using a rating of 1-10 in the rows and a value of 1 in the columns, you would get 1 (row) x1 (column), 2 (row) x1 (column) etc.
Top1Percent: The number of respondents that chose a score of 10.
Top2Percent: The number of respondents that chose a score of 9-10.
Top3Percent: The number of respondents that chose a score of 8-10.
Press the back arrow to return to the widget setup.
Most widgets provide you with a choice of 16 different functions. These change how the metrics are displayed.
After you add a column, the data grid will automatically fill with data.
Data Grid after adding a column
If necessary, click the Show Number of Responses button.
Note
Displaying the Number of Responses can prove useful in comprehending the reason behind any unusual averages in the data, such as a low response rate.
Applying a Moving Average
Studio allows you to apply a moving average directly within the data grid widget interface.
In the data gridwidget, click the Edit icon to modify the widget properties.
Navigate to the Column section.
Select the column to which you want to apply the moving average.
Look for the Moving Average option and enable it.
Specify the number of periods (e.g., 3, 5, 7) over which the average should be calculated.
This functionality provides a clearer view of trends by averaging data points over the specified number of periods.
What is Break By?
The next step in setting up your Data Grid involves utilizing the "Break By" feature. This enriches your data by providing additional context through another question that categorizes the data shown by the column's variable. For instance, you can break down the column's variable using a 1-10 scale.
Without the "Break By" feature, the Data Grid only displays the number of respondents in each location, which might not provide much insight without further context on their answers:
Data Grid without a break by
By using "Break By," the Data Grid transforms to display both the answers to the question and the number of respondents:
Data Grid with a break by
Adding a Break By to your Column
Click in the "Break By" field and pick a variable from the drop-down menu.
Optional: Click the Display header label button.
Optional: Choose to show the Total and set your own Label.
Adding a Row
To add a row to your data grid, follow these steps:
Click "Data row".
Click the Done button.
Click the pencil icon next to Data row to edit the name of the row. This may be useful when you have multiple rows and want to tell them apart.
Selecting a Variable
Click in the "Break By" field.
Select the desired variable from the drop-down menu.
Note
The drop-down menu will only display variables from the default data set (selected when creating the report).
Configuring Labels
When you choose a variable, the option "Display header label" will become available. The header label displays at the top of your data grid and shows the name of the selected variable for the row. To show the header label, simply click the "Display header label" button. Additionally, you have the option to show the Total label in your grid.
1. Choose None, First, or Last:
None: It will be hidden.
First: It will appear at the top of the grid.
Last: It will appear at the bottom of the grid.
2. To customize the header label, enter a name in the "label" field. If no name is entered, the header label will default to "Total". Note that your data will not appear in the widget until you add a column.
Header label visualized
Date ranges
Clicking the calendar icon lets you decide the start and end date for your data.
The calendar icon
Click the Calendar icon.
Click either Time Period (example, Previous 2 years) or Specific date.
Decide your date ranges if you picked Specific date
Visualizing date ranges in the data grid
Adding Dynamic Time Periods with Auto Breakdown
You can now use the Auto Breakdown setting when configuring the Category field in your Data Grid widget. This feature dynamically adjusts the time breakdown (e.g., by month, quarter, or year) based on the date range and number of data points you specify.
To apply Auto Breakdown to a Data Grid:
In your widget, go to the Category field.
Add a date-based variable, such as an interview or event start date.
In the Breakdown By menu, select Auto (based on number of data points).
Set the Number of data points.
Choose the Mode:
Near: Prioritizes showing the most recent data.
Max: Distributes data points more evenly across the full date range.
Note: This setting helps ensure that charts and datagrids remain legible and relevant, especially when date filters change.