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Call 3 lasts up to 45 minutes. During fielding, use it for support if needed; otherwise arrange the analytics walkthrough after fieldwork. An early support session usually takes 15–20 minutes. End when the issue is resolved, or continue into analytics if useful and the data supports it. Book a continuation when the walkthrough remains unfinished. Follow the ten steps below to turn collected responses into verified charts, a story folder and a reviewed slide deck.

Plan the session

For early support, use the fieldwork check to review pace, screening, quotas, quality and provider outcomes. Assign an owner and next check to each issue. Live editing restrictions still apply; do not assume a structural change is safe after responses arrive.

The analysis flow at a glance

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1. Create or suggest a plan

Open Analysis → Analysis plan and choose the assistant, file upload or manual starting route. Choose the questions and settings yourself, or ask the Plan assistant on the right to draft the plan from your analysis brief or an Excel or Word plan. Review what it proposes, then save and generate the plan.
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2. Review and save charts

Open the generated plan folder in Charts. In the chart viewer, use the previous/next buttons or the ArrowLeft and ArrowRight keys to move through the charts. File each plan chart that supports your story in a folder with Add to folder, editing it first where needed, or select Duplicate in its row’s ⋮ menu to keep a second version.
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3. Generate slides from the folder

In the Charts list, open your folder’s ⋮ menu and select Generate slides from this folder. Review the proposed storyline, request changes if needed, or approve it to compose the deck.

Before you start

Review fieldwork and response quality, and bring your research decision, analysis brief, intended reporting groups and any weighting targets. Closed questions can be generated from the first qualifying completed response; open-question themes need qualifying completed responses to reach 80% of the combined positive panel target, and none is required without a positive target. You need Editor or Owner access to generate and to build decks. Results during fielding are preliminary. If an output is not ready or generation takes several minutes, inspect the readiness message and use a prepared study for the demonstration, then agree when to return to your data.
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Prepare the plan

Open Analysis → Analysis plan and choose the assistant, file upload or manual starting route. Choose the questions yourself, or ask the Plan assistant to draft the plan from your analysis brief or an Excel or Word plan. Organize the folders and each question’s splits. In Plan settings, review comparisons, response filters, weighting, output language and formats, then inspect folder and split overrides. Open Manage weighting from the adjacent menu to check targets and diagnostics.Check: the footer summarizes the questions, charts, and the number of tables, with an upper estimate only when significance filtering is enabled. See Decide when to weight.
Choose questions and comparisons before generating.

Choose questions and comparisons before generating.

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Save and generate

Select Save and generate N folders, or Generate N folders when the plan is already saved. When the plan folder already exists, Where should the charts go? asks whether to regenerate in that folder, which deletes its contents, or to create a new folder. Charts opens while the run continues on the server; you can leave the page.The run builds one plan folder named after the plan, with one sub-folder per folder of the plan. Outputs follow plan folders and splits: answer or statistical charts, theme charts and compatible tables, including tables for screening questions. Redundant totals tables are omitted. Significance filtering applies only when enabled.
Changing the output language archives the current analysis version and its associated chats and slides. Copy or export required work before changing it.
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Open your charts

When the run completes with Analysis open, Your charts are ready states how many charts were built. Select Explore the charts. The plan folder appears in Charts, named after the plan; its charts follow the plan and its splits.Check: every planned question is present. For a missing table, check eligibility, comparisons and the optional significance filter. Small bases remove comparisons only when that filter is enabled.
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Walk question by question

Use the next and previous arrows beside the counter, or the ArrowLeft and ArrowRight keys, to move through the plan folder. File each plan chart you want to retain in your story folder. Select Present to walk the same charts full screen: the heading shows the question, then the theme on a theme chart, then the breakdown. Click the background to advance — selecting a breakdown tab inside a chart switches that chart instead. Press Esc to return to the last chart shown.Check: on each chart, read the base, filters, and weighting before the values.
Read each plan chart before filing it in your story folder.

Read each plan chart before filing it in your story folder.

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Read each crosstab

Read the raw column base before any percentage. A base below 30 is marked ** and is not tested. Coloured cells compare a column with the row total; letters compare columns with each other at the table’s confidence level.Check: write each difference with both groups, their values, and their raw bases. See Interpret significance.
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Verify with the assistant

Select Assistant and ask for the answers or quotations behind a result, then open the citations and read the full responses. On a saved chart, including one in the plan folder, you can ask for a change such as “Show this chart as percentages, split by age”; the assistant saves it, and the chart view shows the updated chart when the reply finishes.Check: reopen a changed chart and confirm its configuration and base. See Ask questions about your data.
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Refine a chart

Open a plan chart and change it. The toolbar button turns from Add to folder into Save, with Undo changes beside it: select Save to keep the change on that chart. To keep the original as well, first select Duplicate in its row’s ⋮ menu and edit the copy.Check: reopen the chart and confirm its configuration and base. See Duplicate charts and folders.
Add to folder files the open chart in your story folder.

Add to folder files the open chart in your story folder.

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Assemble your story folder

Select Add to folder on each chart you want in your story folder; it moves the chart into the chosen folder. When a chart also needs to stay where it is, select Duplicate in its row’s ⋮ menu and move the copy. Save a chart drawn by the assistant by picking its destination; its name follows its question, theme and breakdown. Each chart belongs to one folder; duplicate it for another story. Keep your story folder outside the plan folder: regenerating into the plan folder deletes everything in it.Check: open the first chart from your folder and step through it; the sequence should read as the argument you intend to make.
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Generate slides from the folder

In Charts, open the folder’s ⋮ menu and select Generate slides from this folder. Slides opens with the request visible. Review the Proposed storyline, then select Request changes or Approve & compose.Check: compare every slide’s headline and interpretation with its chart and base. See Build a deck from a folder.
Start the storyline from a folder of checked charts.

Start the storyline from a folder of checked charts.

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Export and check

Select Save Changes, then Download PowerPoint. In Charts, select Export tables for the full tables; the workbook has one sheet per folder you select.Check: open both files and compare one key figure and its base with the source chart. See Export your results.

Update after new responses

Return to the plan, select Save and generate N folders or Generate N folders, and choose in Where should the charts go?. Regenerate in “folder name” deletes everything in the plan folder and builds the charts again; Create a new folder leaves the current plan folder as it is and builds the charts in a new one. In the same output language, existing themes are reused and only new open answers are classified. Story folders outside the plan folder are not changed, so step through the new charts and update your story folder before regenerating slides.

Agree the next session

Record the fieldwork actions, analytics steps completed, preliminary-data limitations and any remaining walkthrough. Agree an analytics continuation if needed. Book the quality review around two weeks after the analytics walkthrough, once you have used the findings.

Check the result

Every retained claim has a checked source chart and raw base. The deck was built from a folder you reviewed, its storyline was approved, and the exported files match the charts.

Check the current plan controls

Use the folder and split workflow in Build an analysis plan. Review the plan’s inherited settings and each split’s output rather than assuming one question produces a fixed pair. Saved plan charts are editable. Duplicate a chart or folder to keep another version, and choose a new generation folder when the existing edited content must survive.