The notion of scope of analysis

The notion of scope of analysis

Reporting templates make it possible to define on a document, or at lower levels, analysis perimeters on which it is possible to choose indicators and visualize elements. 

As we can see on the attached graph, it is therefore the assembly of 3 elements:
  1. scope of analysis,
  2. key indicators,
  3. data visualisation

that define each level of a reporting template.




 By default, nothing is filtered. The scope of analysis is made up of all the comments from the dataset. When a filter is applied to a defined level, the analysis is refined on this level and all calculations are automatically performed on this new perimeter. 3 types of information can be used to reduce the scope of analysis :

  1. The period is accessible in the Date range tab of the Settings. This period is necessarily a followed period, i.e. either the global period of the project (by default), or a pre-calculated period (month, quarter, year), or finally a personalized period (you define a start date and an end date among the existing dates of the available data).
  2. One or more themes (categories, sub-categories or sub sub-categories) (Categorization) accessible from the last tab by clicking on Filters > Categories and applying the priority rules previously seen in the Getting Started Guide - Chapter II. (Filter Information - Multi-filters)
  3. One or more key criteria (other filters) such as geographical, customer segmentation, language or data source.
This same principle applies throughout the entire platform.




This information is to be defined on the parameters of the document or page or map accessible by clicking on the following icon :




EXAMPLE 1
Perimeter 1 applied on one badge/card:
This year / Category People/ Perimeter Store 1



EXAMPLE 2
Perimeter 2 applied to a page: 
Category People > Human qualities  > Politeness / Perimeter Store  1





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About Qemotion –

We are offering a Customer Experience solution called “Cxinsights.io”. The goal of our SaaS Solution is to capture emotions from survey comments and webreviews to unlock valuable insights, identify irritating points and reduce churn.