{"id":12210,"date":"2013-09-27T10:43:52","date_gmt":"2013-09-27T10:43:52","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snap11\/?page_id=12210"},"modified":"2018-10-04T12:56:09","modified_gmt":"2018-10-04T11:56:09","slug":"smart-reports-tailoring-data-context","status":"publish","type":"page","link":"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/smart-reports-tailoring-data-context\/","title":{"rendered":"Smart Reports: tailoring your data to a context"},"content":{"rendered":"<p>This worksheet describes how to use contexts and filters to create a report that is tailored for a specific user. By setting a context, you can tailor the text and values in a report. By setting a filter, you can limit the data. In this worksheet, you add a list of comments to the report created in the worksheet\u00a0<a title=\"\" href=\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/smart-reports-creating-multiple-pdf-reports-using-contexts\/\" target=\"_self\">Smart Reports: creating multiple pdf reports using contexts<\/a>. The comments will be filtered so that they only include comments for a specific restaurant. This is done by applying a filter based on context to the list analysis.<\/p>\n<p>The list analysis is added to the report\u00a0<b>RP1<\/b>, along with a short description of the list. The description includes text based on the context, allowing you to tailor it for a recipient. You don&#8217;t want the description if there aren&#8217;t any comments, so the worksheet explains how to add the description conditionally. The\u00a0<b>N\/A<\/b>\u00a0(not applicable) field holds the condition.<\/p>\n<p>This worksheet assumes that you have worked through the worksheets\u00a0<a title=\"\" href=\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/smart-reports-understanding-contexts\/\" target=\"_self\">Understanding contexts<\/a>\u00a0and\u00a0<a title=\"\" href=\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/smart-reports-creating-multiple-pdf-reports-using-contexts\/\" target=\"_self\">Smart Reports: creating multiple pdf reports using contexts<\/a>. It uses the <a href=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/Crocodile-survey-ready-for-worksheet-99.adf\">Crocodile survey<\/a> supplied with Snap which is assumed to be in the condition it would be in after completing these two worksheets. If you do not have it, a survey like that is available <a href=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/Crocodile-survey-ready-for-worksheet-99.adf\">here<\/a>.<\/p>\n<p><a name=\"o32066\"><\/a><\/p>\n<h3>Background<\/h3>\n<p>As explained in the worksheet\u00a0<a title=\"\" href=\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/smart-reports-understanding-contexts\/\" target=\"_self\">Understanding contexts<\/a>, you can look at a subset of the data using a filter, or you can tag data of interest using a context.<\/p>\n<p>If you only want to look at the data relevant to a specific context, you must use a filter based on a context. For example, one could set up a context variable of colour to filter mice.<\/p>\n<p>If the context has been set to red, then you will have a subset of red mice to analyse.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-12224\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/filter-mice-red.png\" alt=\"filter-mice-red\" width=\"349\" height=\"438\" \/><\/div>\n<p>When the context is changed, the subset automatically changes as well.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-12222\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/filter-mice-blue.png\" alt=\"filter-mice-blue\" width=\"349\" height=\"438\" \/><\/div>\n<p>If no context has been applied, there will be no data to analyse.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-12223\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/filter-mice-cont.png\" alt=\"filter-mice-cont\" width=\"347\" height=\"371\" \/><\/div>\n<h3>The Not Applicable (N\/A) field<\/h3>\n<p>Every report instruction has an\u00a0<b>N\/A<\/b>\u00a0field. You can put a condition in the field saying when the instruction should not be used.<\/p>\n<p>Examples:<\/p>\n<ul>\n<li>you can check if an analysis contains data and make the instruction not applicable if there is no data<\/li>\n<li>you can use the\u00a0<b>N\/A<\/b>\u00a0field to select between several different instructions, e.g, if you are producing a report for four different departments, you could set a condition based on context in the N\/A field that excluded instructions that weren&#8217;t relevant to a department<\/li>\n<\/ul>\n<p><strong>The power of combining contexts and filters<\/strong><\/p>\n<p>The example report produced in this report uses a context of location. This allows you to generate separate reports with text and a benchmark analysis appropriate to the different locations. By adding further instructions to the report with filters based on the context, you can have analyses that only include the data specific to a given location.<\/p>\n<p>You can filter a whole report based on context, but in that case, you cannot use any analyses that require the whole dataset, such as a comparison between the different locations.<\/p>\n<p><a name=\"o32064\"><\/a><\/p>\n<h3>Summary of steps<\/h3>\n<ul>\n<li><a id=\"h32161\" title=\"Step 1: Adding the filter to your comments list\" href=\"#o32067\" target=\"_self\">Step 1: Adding the filter to your comments list<\/a><\/li>\n<li><a id=\"h32163\" title=\"Step 2: Adding a description for the comments to your report\" href=\"#o32101\" target=\"_self\">Step 2: Adding a description for the comments to your report<\/a><\/li>\n<li><a id=\"h32162\" title=\"Step 3: Adding the comments list to your report\" href=\"#o32126\" target=\"_self\">Step 3: Adding the comments list to your report<\/a><\/li>\n<li><a id=\"h32164\" title=\"Step 4: Setting when the text instruction will be used\" href=\"#o32127\" target=\"_self\">Step 4: Setting when the text instruction will be used<\/a><\/li>\n<li><a id=\"h32165\" title=\"Step 5: Testing that the list is included correctly\" href=\"#o32129\" target=\"_self\">Step 5: Testing that the list is included correctly<\/a><\/li>\n<\/ul>\n<p><a name=\"o32067\"><\/a><\/p>\n<h3>Step 1: Adding the filter to your comments list<\/h3>\n<p>There is already a list analysis of comments in the <a href=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/Crocodile-survey-ready-for-worksheet-99.adf\">Crocodile survey<\/a>:\u00a0<b>AN7<\/b>.<\/p>\n<ol>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11041\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/08\/results1.png\" alt=\"Results\" width=\"16\" height=\"16\" \/>\u00a0on the Snap toolbar to open the\u00a0<b>Analyses\u00a0<\/b>window. Select\u00a0<b>AN7<\/b>\u00a0and click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11044 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/08\/clone.png\" alt=\"Clone\" width=\"23\" height=\"20\" \/>\u00a0on the analyses window toolbar to copy the list.<\/li>\n<li>It currently has a filter of\u00a0<b>Q8 ok<\/b>\u00a0applied. Add\u00a0<b>and Location=Location@context<\/b>\u00a0to filter the comments according to the current location (for each case, the value in\u00a0<b>Location\u00a0<\/b>must be the same as the current location set by the context).\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12221\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/def_list_cont_filt.png\" alt=\"RD: base labels tab with report include area highlighted\" width=\"473\" height=\"372\" \/><\/div>\n<\/li>\n<li>Select the\u00a0<b>Base\/Labels<\/b>\u00a0tab.<\/li>\n<li>Clear the\u00a0<b>Reports Include<\/b>\u00a0options (<b>Description<\/b>,\u00a0<b>Notes\u00a0<\/b>and\u00a0<b>Title<\/b>).<\/li>\n<li>Click\u00a0<b>[OK]<\/b>\u00a0to create the new list.\n<div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12219\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/comm_empty.png\" alt=\"Semantic Scale grid example stats definition\" width=\"373\" height=\"189\" \/><\/p>\n<\/div>\n<p>It will be empty as no context has been applied (unless you have a global setting present in your survey).<\/li>\n<li>Select\u00a0<b>File|Context Values<\/b>\u00a0to open the\u00a0<b>Context Values<\/b>\u00a0dialog.\n<div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12220\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/cont_empty2.png\" alt=\"Global context variable dialog\" width=\"334\" height=\"200\" \/><\/p>\n<\/div>\n<\/li>\n<li>Double click the\u00a0<b>global\u00a0<\/b>context value to open it. This allows you to set the context to a specific value.<\/li>\n<li>Set the\u00a0<b>Variable\u00a0<\/b>to\u00a0<b>Location\u00a0<\/b>and the\u00a0<b>Value\u00a0<\/b>to\u00a0<b>1<\/b>. This sets the current context to Bristol, UK.\n<div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12213\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/glob_loc_bris1.png\" alt=\"Global context variable dialog: location Bristol\" width=\"301\" height=\"211\" \/><\/p>\n<\/div>\n<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11858\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/save.png\" alt=\"save\" width=\"21\" height=\"17\" \/>\u00a0to save the context.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11845\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/count.png\" alt=\"count\" width=\"20\" height=\"17\" \/>\u00a0on the analysis window toolbar to update the list. The comments for Bristol will appear.<\/li>\n<li>If you wish to check that the filter works for other contexts, open the\u00a0<b>global\u00a0<\/b>context value and set the value for\u00a0<b>Location\u00a0<\/b>to\u00a0<b>2<\/b>.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/count.png\" alt=\"count\" width=\"20\" height=\"17\" \/>\u00a0on the<b>\u00a0Global Context<\/b>\u00a0toolbar to update the context.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/count.png\" alt=\"count\" width=\"20\" height=\"17\" \/>\u00a0on the list analysis toolbar to update the list. The comments for London will appear.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/save.png\" alt=\"save\" width=\"21\" height=\"17\" \/>\u00a0to save the list.<\/li>\n<\/ol>\n<p><a name=\"o32101\"><\/a><\/p>\n<h3>Step 2: Adding a description for the comments to your report<\/h3>\n<p>This section uses the report\u00a0<b>RP1\u00a0<\/b>created in the worksheet\u00a0<a title=\"\" href=\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/smart-reports-creating-multiple-pdf-reports-using-contexts\/\" target=\"_self\">Smart Reports: creating multiple pdf reports using contexts<\/a>.<\/p>\n<ol>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11839\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/batch.png\" alt=\"batch\" width=\"16\" height=\"16\" \/>\u00a0on the Snap toolbar to open the reports window.<\/li>\n<li>Double click the report\u00a0<b>RP1\u00a0<\/b>to open it.<\/li>\n<li>Click once on the last instruction in the list to select it.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11837\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/add.png\" alt=\"add\" width=\"15\" height=\"16\" \/>\u00a0on the report dialog and select\u00a0<b>Information\u00a0<\/b>from the drop-down menu to add a new\u00a0<b>Information<\/b>\u00a0instruction after the last instruction.<\/li>\n<li>Enter the text &#8220;<em>Comments received from customers at the\u00a0<\/em>&#8221; in the large text area.<\/li>\n<li>Use the\u00a0<b>[Insert]\u00a0<\/b>button to open the\u00a0<b>Variable field..<\/b>. dialog.<\/li>\n<li>Select\u00a0<b>Location\u00a0<\/b>as the variable and set the\u00a0<b>Aspect\u00a0<\/b>as\u00a0<b>Context\u00a0<\/b>to insert the label of the current location.<\/li>\n<li>Finish the sentence by entering &#8221;\u00a0<em>restaurant<\/em>&#8221; in the text area.\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12214\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/inf_comm.png\" alt=\"Information instruction showing context\" width=\"479\" height=\"187\" \/><\/div>\n<\/li>\n<li>Click\u00a0<b>[OK]<\/b>\u00a0to save the instruction as instruction 5.<\/li>\n<\/ol>\n<p><a name=\"o32126\"><\/a><\/p>\n<h3>Step 3: Adding the comments list to your report<\/h3>\n<ol>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11837\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/add.png\" alt=\"add\" width=\"15\" height=\"16\" \/>\u00a0on the\u00a0<b>RP1<\/b>\u00a0report dialog and select\u00a0<b>Execute\u00a0<\/b>from the drop-down menu to add a new\u00a0<b>Execute<\/b>\u00a0instruction.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11080\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/08\/list_dwn1.png\" alt=\"List down\" width=\"17\" height=\"17\" \/>\u00a0on the\u00a0<b>Execute\u00a0<\/b>dialog and select the\u00a0<b>AN18\u00a0<\/b>(the comments list) from the list of analyses.<\/li>\n<li>Click\u00a0<b>[OK]<\/b>\u00a0to add the\u00a0<b>Execute\u00a0<\/b>instruction to the report.<\/li>\n<\/ol>\n<p><a name=\"o32127\"><\/a><\/p>\n<h3>Step 4: Setting when the text instruction will be used<\/h3>\n<p>It is possible that no comments will have been received for a restaurant. In this case, you do not want this text to appear. You can remove it by setting a\u00a0<b>N\/A<\/b>\u00a0condition on the instruction.<\/p>\n<ol>\n<li>Double-click the information instruction (instruction 5) to open it.<\/li>\n<li>Type\u00a0<b>AN18 empty<\/b>\u00a0in the\u00a0<b>N\/A<\/b>\u00a0field. This tests if there is currently any data in the comments list (analysis\u00a0<b>AN18<\/b>). If there is not, the text instruction will not be used in the report.\n<div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12215\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/inf_na_hl.png\" alt=\"Information instruction showing contex\" width=\"479\" height=\"181\" \/><\/p>\n<\/div>\n<\/li>\n<li>Click\u00a0<b>[OK]<\/b>\u00a0to save your changes.<\/li>\n<\/ol>\n<p><a name=\"o32129\"><\/a><\/p>\n<h3>Step 5: Testing that the list is included correctly<\/h3>\n<p>As shown earlier, if there is no context set, the comments list will be empty.<\/p>\n<ol>\n<li>Open your report if it is not open and clear the\u00a0<b>Context\u00a0<\/b>field (delete the\u00a0<b>CXloc<\/b>).\n<div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12217\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/rep_cont_clr.png\" alt=\"Default summary report with context filter applied\" width=\"462\" height=\"259\" \/><\/p>\n<\/div>\n<\/li>\n<li>Select\u00a0<b>File|Context Values<\/b>\u00a0to open the\u00a0<b>Context Values<\/b>\u00a0dialog.\n<div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12220\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/cont_empty2.png\" alt=\"Global context variable dialog\" width=\"334\" height=\"200\" \/><\/p>\n<\/div>\n<\/li>\n<li>Double click the\u00a0<b>global\u00a0<\/b>context value to open it. Delete the value of the\u00a0<b>Location\u00a0<\/b>variable to clear the context.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11065\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/08\/save2.png\" alt=\"Save\" width=\"21\" height=\"17\" \/>\u00a0to save the context.<\/li>\n<li>Change to the reports window.<\/li>\n<li>Select\u00a0<b>RP1\u00a0<\/b>and click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11903\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/12258.png\" alt=\"Go\" width=\"26\" height=\"24\" \/>\u00a0to run it. The\u00a0<b>Report Execution<\/b>\u00a0dialog opens.<\/li>\n<li>Click\u00a0<b>[Printer]<\/b>\u00a0to confirm that you are printing to the pdf printer driver. Click\u00a0<b>[OK]<\/b>\u00a0to close the Print Setup dialog.<\/li>\n<li>Click\u00a0<b>[OK]<\/b>\u00a0on the\u00a0<b>Report Execution<\/b>\u00a0dialog. It will produce a single report file entitled No reply. No comments will be visible and the instruction text will not be included.\n<div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12216\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/no_comments.png\" alt=\"Smart reporting: image of\" width=\"242\" height=\"336\" \/><\/p>\n<\/div>\n<\/li>\n<li>Set the context for the report to\u00a0<b>CXloc<\/b>\u00a0and run the report again.<\/li>\n<li>Four reports will be included, each one with the appropriate text and comments.\n<div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12218\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/with_comments.png\" alt=\"Smart reporting: image of\" width=\"548\" height=\"452\" \/><\/p>\n<\/div>\n<\/li>\n<\/ol>\n<h3>\u00a0Conclusion<\/h3>\n<p>This worksheet has described how to use a filter based on a context to ensure the only data in the analysis is for the current context. It also explained what the N\/A field is for and showed a simple example of use.<\/p>\n<p>If you want to see how to filter the data for a report based on a context, see the topic\u00a0<a title=\"\" href=\"https:\/\/www.snapsurveys.com\/help\/31265.htm\" target=\"_blank\" rel=\"noopener\">Creating a sub-report that contains data specific to a context<\/a>.<\/p>\n<p>If you would like to see another example of including an instruction based on context, see\u00a0<a title=\"\" href=\"https:\/\/www.snapsurveys.com\/help\/30386.htm\" target=\"_blank\" rel=\"noopener\">Including an instruction based on context in a report<\/a>.<\/p>\n<p>If you would like to see the reference material for report instructions, see the\u00a0<a title=\"\" href=\"https:\/\/www.snapsurveys.com\/help\/21736.htm\" target=\"_blank\" rel=\"noopener\">Report definition dialog<\/a>\u00a0and the topics it links to.<\/p>\n<p>If there is a topic you would like a worksheet on, email to <a title=\"\" href=\"mailto:snapideas@snapsurveys.com\" target=\"_self\">snapideas@snapsurveys.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><a class=\"ninja_pages_read_more\"  href=\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/smart-reports-tailoring-data-context\/\"><\/a><\/p>\n","protected":false},"author":10,"featured_media":0,"parent":43,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"page-templates\/child-page.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":{"0":"post-12210","1":"page","2":"type-page","3":"status-publish","5":"search_category-support-hub"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - 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