Data Profiling - Instant - Visualisations

1 Overview

Visualising data is a powerful way of representing statistics and facts in a humanly understandable way through the use of graphics.

Since 1786, when William Playfair first used a bar chart, newer and more exciting ways of representing data have been sought. In 1801 William then gave us the pie charts and we have been developing on this theme ever since.

bxp software uses the FusionCharts engine to render its Bar and Pie charts. The data is generated automatically and fed into these objects and the images are created.

There are many viusalisation reports throughout BE however, there are four primary visualisation reports when working with Forms. Each of these approaches has separate significant differences

The first two reports are:

Main Menu > Data Profiling > Instant – Visualisations > Visualisation - Current Status Visualisation - Status by Period Analysis

The second two reports are:

Main Menu > Data Profiling > Customised - Visualisations

	 Customised - Visualisation - Status by Group

Customised - Visualisation - Status by Group By Period

2 How the reports are generated

The system uses any closed question:

• List / Menu
• List / Multiple
• Radio Button
• Check Box

As the answers in these types of questions can be easily counted, the statistics can quickly be created and rendered (drawn) as a bar and pie charts.

An open text box cannot be counted as the amount of answers simply is impossible to perform.

Counting up the total amount of answers for each value in the closed question the system renders the question.

3 Visualisation - Current Status

The Current Status report is the simplest and fastest of all the reports. It will go into the form data and count up the total amount of answers available. It then draws the information to screen.

Quite often questions have different totals. The reason for this would be

• Record 1. Answers given were True and True
• Record 2. Answers given were True and False
• Record 3. Answers given were False and then no answer.

So the drawing of the first question will show 2 True and 1 False, a total of 3.

The second question will show 1 True and 1 False, a total of 2.

Compensating for agents not filling in all the fields can be compensated for using validation. Do bear in mind that not all questions may be answered in every script. It is also possible to vastly speed up the filling out of a record by pre-populating some answers with a click of button, saving on repetitive wasted answer filling.

4 Visualisation - Status by Period Analysis

The second report is also quite simple. After choosing your time period and form, with the outcomes following, that you wish to include, the report generates.

This report, as it is limited by time, will only include records that were interacted with in the chosen time period and that had at least one of the outcomes selected. The record have been interacted with several times in the period but will only be represented on the report as a count of one.

5 Customised - Visualisation - Status by Group

The rendering may sometimes require that only criteria matching records be included in the report. For instance, I want to see the visualisation of all the questions, but only where the address is for people who live in Ireland. Using the Customised Groups, you construct a group to look at only a specific subset of records with your chosen criteria.

Then using this option, you choose your form, the group you want to limit by and render your report. The system will include all records that match the criteria.

6 Customised - Visualisation - Status by Group By Period

The most extended concept of these all is the Customised - Visualisation - Status by Group By Period report. This allows a customised group to be selected and limit the included records to this set. The engine then extends this one step further by allowing a user to select a time period which is applied to the customised group. So only records meeting the criteria of the group and that were interacted with in the time period, will be included in the rendering.

7 Processing Time

The processing times vary depending on the report type, amount of records and the options selected.

The first report has very few limiting criteria and is only delayed by the total volume of records in the form.

So the balance between, the amount of records matching criteria and the amount of records matching the period limitations and the amount of closed questions in the script are all factors.

As guideline timing amounts:

If you run an All for this campaign, you’re looking at approximately 2 minutes to generate.

With the time factor in the queries:

• Today: 5 seconds
• Last Week: 30 seconds
• This Month: 5 minutes
• This Quarter: 10 minutes