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The Charts view stores reusable charts and tables for the study. It holds the plan folder built from your analysis plan and the charts and folders you create. Saved items can be reopened, presented, added to slides, supplied to the assistant, or included in the chart workbook.
The plan folder sits in the library with your saved charts and folders.

The plan folder sits in the library with your saved charts and folders.

Before you start

Identify the measure, base filters, breakdown, and weighting needed. Completed eligible responses must exist for a populated preview. Once a report has completed, Analysis opens on Charts.

Explore the plan folder

After a plan run, the plan folder appears in the library, named after the plan, with one sub-folder per folder of the plan. It keeps its place in the library order like any other folder. Folders load closed: select a folder’s name to show its charts. Its charts follow the plan’s folders and question splits; each split can have answer or statistical charts and compatible tables. Review its settings rather than assuming a fixed pair of outputs.
1

Open the first chart

Select a chart name in the plan folder, or Explore the charts in the completion dialog.
2

Step through the questions

Use the previous and next arrows beside the chart counter, or the ArrowLeft and ArrowRight keys. A chart opened from the plan folder walks the plan folder in order.
3

Check each chart

Read the base, filters, and weighting before the values. For crosstabs, read the raw column bases before the coloured cells and letters. See Interpret significance.
4

Save charts for your story

Edit a plan chart as you would any other and select Save. To file a chart in a story folder, select Add to folder while it has no unsaved changes, and choose an existing folder or create one. Repeat for each chart you want to retain.
The plan folder and its charts are ordinary library items: move, rename, duplicate, or delete them, and edit a chart and save it in place. Regenerating into the plan folder deletes everything in it, including charts you edited or filed there, and builds the charts again. Before regenerating, move the charts you want to keep to another folder, duplicate the whole folder, or generate into a new folder. See Build an analysis plan.
A plan chart opens in the chart view and is edited like any other chart.

A plan chart opens in the chart view and is edited like any other chart.

Present charts full screen

Select Present in a chart’s toolbar to walk the same sequence full screen. The heading shows the question — and the theme on a theme chart — on the first line, and what the chart is broken down by on the second. Click the background, or press the right arrow, Space, Enter, or Page Down, to advance; press the left arrow or Page Up to go back. Selecting a control inside a chart — a breakdown tab, a bar — operates that chart and does not advance. Press Esc or the close control to return to the last chart shown.
Presentation mode walks through the folder’s charts full screen.

Presentation mode walks through the folder’s charts full screen.

Duplicate charts and folders

Duplicate a chart when you need a second version of it, or a folder when you need a second set of charts. A copy is independent of its source: edit, move, or delete it without changing the original. A copy left inside the plan folder is deleted with the rest of its content when you regenerate into that folder.
Add to folder files the open chart in the folder you pick.

Add to folder files the open chart in the folder you pick.

Create a chart

1

Open Charts

In Analysis, choose Charts from the view switcher and select New chart.
2

Choose the question

Select the row variable under Question. The preview updates from completed, quality-passing responses. To chart a recode that exists only on this chart — a Top 2 Box, a banded score — select ＋ Computed variable at the end of the list and define it from the survey’s answers; it is never saved to the questionnaire.
3

Choose Table or Chart

Choose a supported graph type or Table. Disabled types do not fit the current question or breakdown.
4

Add a breakdown or filters

Use Break down by to split the chart by a second variable. Add filters when the chart should use a defined response subset. Active filters are listed above Filters, each with its values; remove one with its ×.
5

Save

Select Save to charts. There is no name to enter: a chart is named by what it graphs — the question, the theme, and the breakdown — so rewording a question renames every chart that draws it.
A Table becomes a crosstab when a breakdown is added. See Build a crosstab for its column and statistical controls. On a theme chart, the theme is also shown at the top left of the chart area, above the bars it describes.

Group or hide answer options

Beside a multiple-choice Question or Break down by, the gear opens the same controls as a crosstab: Hide removes an option, Group selected merges options under one label, and Keep the detail rows (net) keeps the members beneath the group. A respondent is counted once per category, however many of its options they chose; a respondent whose every answer is hidden leaves the base. A pie offers no nets, because its slices must add up to the base. The edits carry over when you switch between a graph and a table. Check the base after every change.

Work with the library

Select a chart name to reopen its saved configuration. With nothing changed, the toolbar’s one action is Add to folder. Change a setting and it becomes Save, with Undo changes beside it; Undo changes puts the chart back to its saved configuration. Return a setting to its saved value by hand and the toolbar returns to Add to folder on its own. Leaving with pending changes displays Discard unsaved changes?. Select All charts to return to the library. Opened from a folder, a chart’s next and previous walk that folder, its sub-folders included. Opened from the ungrouped list, they walk the whole library. The save action on a chart — on a slide, in the report, or on a chart the assistant drew — files it into this same library. Selecting it opens the folder list; choose a folder, or create one from New folder…. Picking the folder is the whole decision: the chart is named by what it graphs, so there is nothing to type. On a chart already saved, the save action is filled and its dropdown shows the folder the chart is in. Choose another folder to move it, or Remove from saved charts to delete the library entry.

Organize charts in folders

Select New folder, enter its name, and confirm. Folders support one level; they cannot contain other folders. Each saved chart belongs to one folder, or to the ungrouped list. When the same result needs a separate copy in another story folder, select Duplicate in the row’s ⋮ menu, then move the copy. Open a chart row’s ⋮ menu: In the chart view, Add to folder moves the chart into the selected folder. Drag a row to reorder it within a list, or onto another folder to move it there.
Deleting a chart folder deletes the charts inside it. Move charts you want to keep to another folder before confirming. This differs from deleting a study folder, whose contents can be moved during confirmation.
Select several chart rows to apply weighting, move them, or delete them together. Check the selected count before confirming deletion. Select Ask AI about this folder from a folder’s ⋮ menu to attach that folder’s saved charts to an assistant request.

Generate slides from a folder

Gather the verified charts for one story in a folder, then open the folder’s ⋮ menu and select Generate slides from this folder. The plan folder offers the same action. Slides opens with a new conversation named after the folder. Its first message is visible and asks the assistant to build a deck from that folder’s charts only, and to propose a storyline for your approval before composing slides. Review the Proposed storyline, then select Request changes or Approve & compose. See Build and review a slide deck. The action is unavailable, with the reason shown, before a report exists, while a generation is running, or when the folder is empty. Readers cannot generate slides.

Apply weighting to one chart

When weighting schemes exist, choose Unweighted or a scheme from the chart row or builder. Each of your saved charts has its own selection; there is no study-wide default. A plan run gives the charts it builds the plan’s weighting; change it per chart afterwards like any other. Regenerating with another scheme in the plan builds the charts again with that scheme. A copy keeps the weighting it had when duplicated until you change it. A weighted chart takes each percentage on the exact weighted counts, so bars, pies and the table show the same share. Weighted counts and bases keep one decimal, such as 3.4 of 8.5 for 40 %, so they add up to the percentages beside them. MaxDiff and A vs B results apply the weighting too. A slide deck draws every chart with its report’s weighting, the one its text is written from.

Show amounts in one currency

When a numeric question asks each respondent for their currency, its chart has a Currency setting. Leave it on Question’s currency to keep the question’s own, or choose another: every amount is converted to it at today’s European Central Bank rate before averages and distributions are computed. The setting is saved with the chart and applies on share links, in the Excel download and in what the assistant reads. Questions with a single fixed currency do not show it.

Generate charts in bulk

Select Bulk generate.
1

Choose the output

Select crosstabs, frequency tables, Auto, or another available chart display.
2

Choose breakdowns

Crosstabs accept one or more Columns. Other chart outputs accept optional breakdowns and create one chart per selected breakdown.
3

Choose variables to analyze

Keep All questions or select a defined set. Ineligible question types are excluded from the resulting batch.
4

Set shared filters, weighting, and location

Add base filters, choose a saved weighting where available, and save to the root, a folder, or a new folder.
5

Review the count and generate

The confirmation reports how many charts will be produced and shows progress until the batch finishes.

Troubleshooting

You have view access to the study, so no chart can be edited.
Selected tables are generated by default. Only when Only keep tables with a significant difference is enabled does the plan remove comparisons without a qualifying significant cell on a raw column base of at least 30. Review that option, question eligibility and selected comparisons before diagnosing a missing table. An untested or unmarked difference is not evidence that groups are identical.
Reopen the chart, select a current question or variable in its place, and save. If the original specification is no longer meaningful, remove and rebuild the chart.
Confirm that a question is selected and that the configuration differs from the stored version. Resolve any required field shown in the builder.
Save at least one chart and wait for any current chart export to finish.

Check the result

Reopen the saved chart and check its question, filters, weighting, and base. For a folder you will present or turn into slides, step through every chart in order and confirm each belongs to the story.

Compare concepts and inspect Others

A question repeated for concepts is shown by concept rather than pooling those answers. Check each concept’s base. Drag library column boundaries to resize them. On a chart that groups small categories into Others, open that segment to inspect its included categories and supporting answers. A question repeated for concepts can also filter a chart. Choose it as the filter’s source, then pick whose answer it reads: Answer for one concept, or Any concept’s answer to keep respondents who gave the value for at least one concept. A ranking question filters on one item: choose the item, then the positions to keep, such as Ranked 1 or Not ranked. A heatmap filters on the zones marked, named as in its table; a find task adds Found on the first click and At least one missed click. A find-it heatmap shown on several images, such as one shelf per market and position, opens on All images: Found, Found on the first click, Median time to find and Missed clicks (average), over every image. Each image tab, and each group of a breakdown, shows the same figures for its own respondents.

Compare the versions respondents saw

A question can show different respondents a different version: a conditional image on the question, an option or a concept, such as one image per cell of a monadic test, or a title that pipes an earlier answer. Each answer records the version its respondent was shown. When a question’s answers carry at least two versions, choosing it breaks the chart down by Version seen, one group per version. Choose no breakdown to read all versions together. With another breakdown, One chart per version draws the chart once for each version. Clear it to read the other breakdown across all versions. To combine versions, open the gear beside the breakdown and group them. Answers recorded before versions were recorded appear as Not recorded. Check each version’s base before comparing them.

Find charts and inspect respondents

Search the library by heading, question code, chart type, folder name or an uploaded source line such as R12. With a search active, Select all and folder checkboxes select only visible charts. Clear the search before a bulk action intended for the whole library. Hover a bar, slice, matrix segment or other chart part to read that part’s values. Click it to list the respondents it counts, including the active filters and grouping. A multi-select Others category counts each respondent once. The panel’s Excel download exports that listed subset. Changing chart or Metric closes the panel; reopen the intended segment before downloading. Use Metric, Statistics and + Add question to configure measures and summaries. See Choose chart metrics and statistics.
Clicking Every day lists the 36 respondents counted in that bar.

Clicking Every day lists the 36 respondents counted in that bar.