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Results-Reports Breakouts

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About Breakouts

You can group your visualizations by multiple questions or fields using breakouts. For example, demographic questions for age, income, or gender can be used to filter other questions. Breakouts let you do some fun things:

  • Breakout a visualization’s data
  • Create a Time Series
  • Apply a Report Breakout

Breaking out a visualization creates groups based on the question, using the data source for the values and legend. To break out a visualization by another question or information field:

  1. Click the visualization.
  2. Click Breakout By in the editing pane.
    breakout by on the right visualization editing pane
  3. Select a question or other value.
  4. After clicking a question or value, it applies to your visualization.

Sometimes you may not see a data variable as an option because that variable type is not compatible with breakouts (e.g., a Text variable). If your Embedded Data field was automatically assigned the wrong variable type (and thereby can’t be used for a breakout), you can do the following to remedy the situation:

  1. Open your Survey Flow.
  2. Change the variable type of your Embedded Data field to one that is compatible with breakouts.
  3. Navigate to the Data & Analysis tab and refresh your account to force the data to update.
  4. Navigate back to your report. You will now see the Embedded Data field as a breakout option.

Removing Breakouts

To remove the Breakout, click the dropdown and select None.

breakout by dropdown reveals a None option

You can only add one breakout at a time to a visualization.

Create a Time Series

If you are interested in trends over time, use Breakout By to create a time series.

For example, to create a time series for a support satisfaction question:

  1. Create a line chart visualization.
  2. Add a breakout using a date field. An option Group Date By will appear.
    setting the breakout to a timeframe on a line chart, the lines show data collected over the timeframe
  3. Select a time interval for Group Date By.
  4. Transpose the axis and legend values so that the dates are on the axis.
  5. Clear unnecessary legend values to view a particular value.
    one of the legend items is selected and the line is isolated on the graph
  6. To see how the average satisfaction has changed over time, change the metric to mean.
    one line on a line chart showing the mean for different dates

Applying a Report Breakout

Rather than applying a breakout to one visualization, you can apply it to the entire report. To do this:

  1. Click Add Report Breakout.
    on the lefthand menu, the Add Report Breakout dropdown
  2. Select a data source.

Adding a report breakout applies to compatible visualizations across your report. You can still make changes to specific visualizations after applying a report breakout.
breakout applied to a bar chart

Compatibility

The following visualizations are compatible with breakouts:

FAQs