The Report Definition overview page

You reach the Report Definition overview page. Your orientation starts again at the top left, where you can read the name entered on the Report Definition tile next to the back button. You glaze wanders over the vertically attached the subnavigation Pages, Data and Settings.

A status select box is attached both on the report definition page and on the Report definition tile. You set the Report Definition in three statuses: 

• Edit
• Draft
• Published

To do this, you use the three statuses:

• Once the Report Definition has been ordered youn can only set it to the status Draft.
• In the status Edit, you are working on the Report Definition which means that you are creating mapping elements such as DSE sand your are doing the mapping
• You publish your Report Definition by setting the status to Published so that you use the Report Definition for the report order.
• The status draft allows you to prevent further orders of a published Report Definition. The ordered Report Definition are still generated before you can change the Report Definition by setting the status to Edit.

Subnavigation: Settings

Via the Settings subnavigation, you can get to the tabs. You will make the important setting for the mapping there (among other things):

• General settings (Wizard)
• Report Wizard
• Advanced settings

The title can be edited under each tab.

General settings

Advanced Settings

Subnavigation: Data

Dataspace-Entities and Collections are used as elements for the cell mapping. On the sub-navigation field Data you select the appropriate tab for the element to be created at first. You click on the green button and the inspector opens.

For both DSEs and Collections, you do the following steps: 

1.  You assign a unique metaname
2. Selection of the type
   1. You create DSEs as a Simple unit or as a Unit relation.
   2. Collections are created as a Unit collection or as a Dimension collection.
3. You save.

After saving, the inspector will switche to edit mode.

Dataspace-Entity (DSE): Simple unit

The DSE type Simple unit offers you time savings. You shorten longer picker path that you need to determine the unit picker path by creating a DSE.

• If you do the mapping for a comparison unit of a configured comparison group, it is worthwhile to create a DSE. 
• Of course, you also use the other unit elements to create a DSE type Simple unit: Fixed unit, Focus unit, Comparison unit, (Internal comparison and Configured comparisons).
• The DSE type Simple unit can be used as minuend and a subtrahend in the Unit relation, the second DSE type.

The path is:

Comparison unit → Configured comparison → [created comparison group] → Comparison unit x

Dataspace-Entity (DSE): Unit releation

The DSE type Unit relation fulfills the promise of a novel exploration of the data space. DSEs are constructed separately from the rigid organizational units that used to be the starting point of the data space query. To create a DSE of type Unit relation:

• You assign a label that is output in the report cells.
• For a minuend and subtrahend, you select the units you want to relate to each other.
  • The minunend must be taken from the current wave.
  • You use all unit elements for the subtrahend.
  • You use the following unit elements: Fixed unit, Focus unit, DSE and Comparison units.
• You save.

While the DSE Simple unit is used to simplify work, you use the Unit relation to represent a difference value that correlates the selected units with each other. For example, you represent a trend by placing a focus unit from the current wave in relation to one from the historical wave or a focus unit in relation to comparison unit.

• DSEs can become a members of the Unit collections.

Collections: Selection of the collection members

Under the tab Members in the inspector of the sub-navigation field Data, you select up to fifty members for the dimension or the unit collection. You drag and drop them in the desired order. If you do not specify a sort order under the other tab Extras, the order of the members you have selected applies.

•  You compile the dimension collection from the question texts and the dimension items of the survey.
• You create the unit collection from the Fixed unit, Focus unit, Comparison unit and Dataspace entity elements.
• You save.

Definition of the scale

You only define a scale for the dimension collection. You use the specification of the defined scale for the sort order and for the mapping. There they are available via the scale element:

• Under the tab Extras you click on Choose Scale.

Then the inspector switches to edit mode and you select one for the entire collection from a number of possible scales.

A special feature must be pointed out at this point.

• Depending on which members make up the collection, you can choose from several scales.
• The items are completely different from each other, This makes it difficult to compare the members of a dimension collection.
• Consider how the mapping is to take place and the results in the report to be generated.

Sort order

Under the tab Extras in the inspector, you define the sort order of the Dimension and the Unit collections. You click on Choose sort order and the inspector switches to the edit mode. The sort order for the two elements that can be used in the mapping is then defined on different paths. First, you learn about the sort order of the dimension collection:

• You choose one of the unit elements Fixed unit, Focus unit, Comparison unit or Dataspace entities.
• You set Collection Member, placeholders for the members of the collection.
• To create both a dimension collection and a unit collection, you click on the mapping element Unit.

If you define a scale, you continue with Scale or one of the following result types:

• N
• Return
• Average
• Standard deviation
• Standard deviation (sample)
• Maximum Response Code
• Minimum Response Code
• Range
• Sum
• Median
• Modus
• Square Distribution
• First Quartile
• Third Quartile
• Interquartile Range
• Explicit missings
• Return rate

If you choose one of the result types, the sort order is immediately valid and is displayed as a path using Tiny-DSQ.

n the next step, if your selection is made for the sacle element, select an element from the values of the defined scale listed in the inspector.

To convert the term into a vailid term, you can use result types and scale properties as follows:

• Code
• Label
• N
• N as percent

You decide whether the result should be sorted in ascending or descending order:

• You save

Now you will learn the sort order for the unit collection. As it has already been mentioned, it starts by clicking on Unit.

• Then you set Collection Member, which is a placeholder for the member of the collection.
• After setting the dimension element, you select from the question texts or the dimension values.

You continue with Scale or with one of the following result types:

• N
• Return
• Average
• Standard deviation
• Standard deviation (Sample)
• Maximum Response Code
• Minimum Response Code
• Range
• Sum
• Median
• Modus
• Square Distribution
• First Quartile
• Third Quartile
• Interquartile Range
• Explicit missings
• Return rate

If you choose a result type, the sort order is immediately valid and is displayed as pth using Tiny-DSQ.

If your selection is made for the scale element, in the next step, you select an element from the specification of the defined scale.

To convert the term into a valid term, you can use result types and scale properties:

• Code
• Label
• N
• N as percent

You decide whether the result types are displayed in ascending or descending order.

You save.

Tables

Once you have created DSEs and collections, they are listed in a table. The header lines contain the column headers, according to which the system sorts the columns:

• Metaname
• Type
• Size
• Created
• Modified
• Status

The table rows of the created DSEs and collections, which are highlighted by mouseover, display icons for editing, copying and deleting. If you want to edit, you click on the pencil. You only correct the unit selection. Once a type has been defined, it cannot be edited. For copying, you assign a new and unique metaname in the modal, which is then used to create a new element, DSE resp. collections, with identical assigment, without switching to edit mode.

The validation status of each DSE or collection, which is also found in the inspector, can be seen in the column "Status".

• Gray = undefined
• Red = invalid
• Green = valid

If DSEs and collections are deleted, the elements used in the mapping are not removed or discarded, but the status changes to "invalid". The cell in question is bordered red in the mapping on the sub-navigation field Pages. This has the advantage that you don't have to change the picker path, but instead you create a new DSE or collection with identical metaname to convert the newly created element back into a valid one. Of course, the element type can be changed. You do not have to ressemble all paths that use invalid DSEs or collections.

Subnavigation: Pages

You execute the button + New Page on the field Pages to create a new page in a Report Definition. A meassage will inform you about the success of the action. Your intention to delete a page requires a modal confirmation. This way, you won't accidentally delete a page. After successfull adding a page, you use the selection box to select a master slide from either all libraries created or a special one. In this way, you can compile your report individually. In addition to that:

• You sort the page by drag & drop.
• You create a new page for each additional slide.
• You find more about under master slide:
  • File format and file name
  • Library
  • Mapping Status
• You have two icons that allow you to download files and copy the mapping from another page.
• You add conditions for each page of your report.
• In the lower part of the page, dedicate yourself to the cells and tables to create the mappings.

Create mapping

You click on Create mapping in one of the shape cells you want to start with and the inspector opens. There are two taps: Mapping and Filter. You do not set filters until you have created a mapping. The mapping starts by selecting a starting point for the picker path from the up to four elements:

•  Unit
• Dimension
• Collections
  • Collections must first be created on the sub-navigation field Dataunder the tab Collections so that they can be used for the mapping.
• Text

You use these elements depending on your objectives. The paths on which you move from which starting element so that you fill the shape cells appropriately depends on the specifications of the report to be filled out.

Layout of the inspector I: Mapping

The inspector is one of the important controls in the Report Manager. You use it when creating DSEs and collections. You also use it for the mapping. Generally speaking, it can be said: The inspector is the control panel moving from the right into the display.

On the sub-navigation field Pages, the inspector moves in as soon as you click on Create mapping, and is used for the carthography. You define the paths that define how the shape cell is to be filled.

• On this sub-navigation field, the inspector has two tabs: Mapping and Filter.
• Under the two tabs you will find informations about which shape area you can map.
• Each path is validated by setting a green check mark.
• A red warning triangle indicates any pending validations.
• You have a search function under the tap Mapping that allows you to reduce the more extensive selection options of the picker elements to a clear number. Use the arrow keys to navigate either by scrolling through the list of results block by block of ten or by jumping directly to the end or the beginning.

Layout of the inspector II: DSEs and Collections

On the sub-navigation field Data, the inspector moves in as soon as you click on Add Dataspace Entity or on Add collection. On the sub-navigation field Data under the tab Dataspace Entity, the inspector is used to create unit elements for the mapping that are available on the sub-navigation field Pages.

• To do this, you create picker paths from the existing unit elements
• Each path is validated by setting a green check mark.
• A red warning triangle indicates any pending validations.
• If you want to create a DSE type Unit relation, the inspector expands and displays the unit elements on a separate panel.

On the sub-navigation field Data under the tab Collections, you use the inspector to create the two mapping elements dimension and unit collection. The inspector has two tabs for creating a dimension collection and creating a unit collection; Members and Extras. 

• Under the tab Members, you specify the members of the dimension or the unit collection.
• You can sort the members under this tab by drag & drop and delete them. You find the corresponding icons, sorting arrows and trashcan, by mouseover to the right of the selection field.
• Under the tab Extras, you select a scale and a sort order in the case of the dimension collection. In the case of the unit collection, you define only the sort order under this tab.
• The inspector is extended both for the selection of a scale (dimension collection only) and for defining a sort order (dimension collection and unit collection).

In case of the scale selection, the available scales can be found on this further panel, while in the case of defining a sort order, the additional table is structured like the inspector in the mapping.

The Text element

You use the mapping element Text to fill shape cells with self-written texts.  This element is not used for data space querries.

• You use this element to place individual labels in the report that you enter in the user-defined text field.
• The number of charakters used depends on the cell size of the power point shape. If you use too many charakters, it will be written beyond the cell boundary.

The path is:

Text → [self-written text]

The Dimension element

You not only continue with the mapping element Dimension after you have picked a unit, for example, but you also start your picker path with this element. If you start with the dimension element, it is used to fill the shape cells with the question or dimension item text. The question texts of the survey and their dimension items are available to you for this purpose, if available.

The representation in the inspector is structured as follows:

• Question text of the first question of the survey
• Dimension item(s) of this question
• Question text of the second question of the survey
• Dimension item(s) of the question
• etc.

You pick the path:

Dimension → [question text] or Dimension → [dimension item]

You continue with:

• Label
• Scale

If you continue with Label, the term is immediately valid. If you continue with Scale, you extend the already entered picker path so that the scale specification for the question can be queried and selected for the report.

You pick:

Dimension → [question text/dimension item] → Scale → [scale item]

You end with:

• Code
• Label

The Unit element

The following sub chapter deals with the mapping element Unit, which you will encounter when working on the sub-navigation field Pages and Data as well as during report ordering. After you have clicked on Unit, it breaks down into the elements Fixed unit, Focus unit, Comparison unit, and Dataspace entities.

Fixed unit

The Fixed unit is an unchangeable fixed point for your report. You take the required unit directly from the organizational structure.

• It allows you to set a static value that remains the same regardless of the focus unit selected.
• It is a good idea to select the root node for such a static higher-level value.

You pick:

Unit → Fixed unit → [org. structur unit]

You continue with unit properties, result types, or Dimension:

• Label
• N
• Return
• Return rate
• Metaname
• View_ID
• Level
• Response_anon
• Dimension

If you continue with unit properties or result types, the term is immediately valid.

To continue with Dimension, click here.

Focus unit

The mapping element Focus unit is used as a placeholder. This placeholder is filled with concrete units from the organizational structure in the first step of the report order. For each order type you have to select the Focus unit(s).

• You use this unit element to order a separate report for all selected units of the organizational structure.
• It is the ideal prerequisite for the report order type Standard Report because you use this mapping to order reports for all organizational units.

You pick:

Unit → Focus unit

You continue with unit properties, result types, or Dimension:

• Label
• N
• Return
• Return rate
• Metaname
• View_ID
• Level
• Response_anon
• Dimension

If you continue with unit properties or result types, the term is immediately valid.

To continue with Dimension, you click here.

Internal comparison unit

The unit element Comparison unit first branches into Internal comparisons and Configured comparisons. Under Internal comparisons you will find the Level-Up comparison unit.

• The Level-up comparison unit refers exclusively to the Focus unit and forms a dynamic pair with it.
• You do not remove any unit manually in the organizational structure.
• The next-higher unit of the organizational structure is used as a comparison with the Focus unit.
• As long as no specific unit has been selected for the placeholder element Focus unit, the Level-up comparison unit is only abstractly available.
• You use this Comparison unit to compare the Focus unit with the next higher unit in the organizational structure.

You pick:

Unit → Comparison unit → Internal comparisons → Level-Up comparison unit

You continue with unit properties, result types, or dimension:

• Label
• N
• Return
• Return rate
• Metaname
• View_ID
• Level
• Response_anon
• Dimension

If you continue with unit properties or result types, the term is immediately valid.

To continue with Dimension click here.

Configured comparisons

You use the element Configured comparisons to access all comparison groups that you create in the Report Wizard under Settings. The members of the comparison group are determined in the second step of ordering the report.

• The comparison units that form the members of the comparison groups do not have a name, but are counted as placeholders from top to bottom.
• During the report ordering process, you ensure that the desired unit of the organizational structure is taken from the members selected in the mapping.
• The element Configured comparisons is useful if you want to make a comparison free of the organizational structure.

You pick

Unit → Comparison unit → Configured comparisons → [created Comparisons group] → Comparison unit x

You continue with unit properties, result types, or Dimension:

• Label
• N
• Return
• Return rate
• Metaname
• View_ID
• Level
• Response_anon
• Dimension

If you continue with unit properties or result types, the term is immediately valid.

To continue with Dimension click here.

Dataspace entities

Using the unit element Dataspace entities, you have the created DSEs Simple unit and Unit relation in the mapping. The DSE type Simple unit is a work relief. You use it like the unit which is replaced by it. The DSE type Unit relation is only presented here.

• It is particularly suitable for calculating the difference values of those units that are to be used as reference points in the report.
• If Fixed unit and Level-up comparison unit form recurring values, it makes sense to make the difference in relation to the existing data material, the two units, visible by means of a DSE Unit relationship.

You pick:

Unit → Dataspace-Entities → [created Unit relation] 

You continue with unit properties, result types or Dimension:

• Label
• N
• Return
• Return Rate
• Dimension

If you continue with unit properties or result types, the term is immediately valid.

To continue with Dimension you click here.

Collections

The use of Collections in the mapping depends on whether you fill a single shape cell with the collection or whether you use the collection in the Loop mode to fill the columns or rows of the selected table. First, you will learn about shape cell mapping. You map the Dimension and Unit collections created under the sub-navigation Data.

Dimension and Unit collections

If you select the element Collections, the dimension or unit collections you created are available. You click either on the created Dimenison collection or on the createdUnit collection. The meta names you have assigned are displayed.

• You fill a cell of the shape with a member of the dimension or unit collection.
• The members of the dimension or unit collection are subject to a sort order that you either define yourself or that you define in Sort order under the tab Extras on the sub navigation field Data.
• Using the element Item, you can take a member from this sequence.
• If you do not define a sort order, the item x corresponds to the collection member set in place of the sequence.
• If you define a sort order, it is not possible to see which member of the collection is mapped. It is the member who, by virtue of its value, occupies that position x in the order of its members.
• The sequence is defined by the sort order.

You pick:

Collection → [Dimension collection] → Item x or Collection → [Unit collection] > Item x

In the case of the Dimension collection, you continue with either unit properties or Unit:

• Label
• Unit

Continue with Label, the term is immediately valid.

To continue with Unit click here.

In the case of the unit collection, you continue with either unit properties, result types, or Dimension:

• Label
• N
• Return
• Return rate
• Metaname
• View_ID
• Level
• Response_anon
• Dimension

If you continue with result types or unit properties, the term is immediately valid.

To continue with Dimension click here.

How to use Collections in the Loop mode

The prerequisite for using this feature is the corresponding tag of the shape in the Power Point template. You activate the Loop mode using the on/off slide switch. All previous mappings in the table are deleted as soon as you switch the Loop mode on or off.

The Loop mode makes your work much easier, since the table is no longer filled cell by cell, but column by column or row by row.

Only table-wise looping is possible, not page by page.

You click on Choose collection.

• You select on of the collections created.
• You configure the start and end of the collection by using numeric stepper to define the first and last member to be displayed in the report. You start with the umpteenth member and end with the nth member.

Depending on which tag has been set in the Power Point template, you can map either column or row by row.

You click on Create mapping and select the Collection member in the inspector.

• Depending on whether you select a dimension collection or a unit collection, you continue with different mapping elements.

In the case of the Dimension collection, you pick:

Collection member

You continue with:

• Label
• Units 

Continue with Label, the term is immediately valid.