Segmentation in Custom Dashboard

To drill down for a deeper understanding of your results, you may opt to segment results based on specific answers, metadata elements, or data sets of your choice. Segmentation can be applied to one, some, or all questions in your report.

To apply Segmentation to widgets on the Custom Dashboard, follow these steps:

1. Select the Segment option located under the Widget Settings. This will be the Segmentation settings menu.

Under the “Question/Metadata” dropdown, select your desired segmentation question or metadata.

Choose the answer options you want to use for segmentation. If needed, you can merge or rename the answer options.

Optionally, you can enable “Show Overall,” allowing you to compare each segment with the overall data.

Finally, click “Apply” for changes to be applied only to the specific widget from which you accessed the Segmentation option. Alternatively, choose “Apply to All” to apply changes to all widgets on the dashboard.

Note: Segmentation is available for all widget types except the Open-ended responses widget.