IBM SPSS Data Collection Survey Reporter 6.0.1 User s Guide

IBM SPSS Data Collection Survey Reporter 6.0.1 User s Guide

Note: Before using this information and the product it supports, read the general information under. This edition applies to IBM SPSS Data Collection Survey Reporter 6.0.1 and to all subsequent releases and modifications until otherwise indicated in new editions. Adobe product screenshot(s) reprinted with permission from Adobe Systems Incorporated. Microsoft product screenshot(s) reprinted with permission from Microsoft Corporation. Licensed Materials - Property of IBM Licensed Materials - Property of IBM Copyright IBM Corporation 2000, 2011 Licensed Materials - Property of IBM Copyright IBM Corporation 2000, 2011 U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Preface Welcome to the IBM SPSS Data Collection Survey Reporter 6.0.1 User s Guide. This guide provides information on using the IBM SPSS Data Collection Survey Reporter application. For information about installing the product, see the IBM SPSS Data Collection Desktop 6.0.1 Installation Guide. Adobe Portable Document Format (.pdf) versions of the guides are available on the IBM SPSS Data Collection Desktop 6.0.1 CD-ROM. Viewing and printing the documents requires Adobe Reader. If necessary, you can download it at no cost from www.adobe.com. Use the Adobe Reader online Help for answers to your questions regarding viewing and navigating the documents. Notice: IBM SPSS Data Collection offers many powerful functions and features for use in the business of our customers. IBM is not responsible for determining the requirements of laws applicable to any licensee s business, including those relating to Data Collection Program, nor that IBM s provision of (or any licensee s receipt of) the Program meets the requirements of such laws. All licensees shall comply with all laws applicable to use and access of the Program, whether such use or access is standalone or in conjunction with any third party product or service. About IBM Business Analytics IBM Business Analytics software delivers complete, consistent and accurate information that decision-makers trust to improve business performance. A comprehensive portfolio of business intelligence, predictive analytics, financial performance and strategy management, andanalytic applications provides clear, immediate and actionable insights into current performance and the ability to predict future outcomes. Combined with rich industry solutions, proven practices and professional services, organizations of every size can drive the highest productivity, confidently automate decisions and deliver better results. As part of this portfolio, IBM SPSS Predictive Analytics software helps organizations predict future events and proactively act upon that insight to drive better business outcomes. Commercial, government and academic customers worldwide rely on IBM SPSS technology as a competitive advantage in attracting, retaining and growing customers, while reducing fraud and mitigating risk. By incorporating IBM SPSS software into their daily operations, organizations become predictive enterprises able to direct and automate decisions to meet business goals and achieve measurable competitive advantage. For further information or to reach a representative visit http://www.ibm.com/spss. Technical support Technical support is available to maintenance customers. Customers may contact Technical Support for assistance in using IBM Corp. products or for installation help for one of the supported hardware environments. To reach Technical Support, see the IBM Corp. web site at http://www.ibm.com/support. Be prepared to identify yourself, your organization, and your support agreement when requesting assistance. Licensed Materials - Property of IBM Copyright IBM Corporation 2000, 2011 iii

Contents 1 Survey Reporter 1 WelcometoIBMSPSSDataCollectionSurveyReporter... 1 What snewinibmspssdatacollectionsurveyreporter6.0.1... 2 2 Getting Started 5 Opening a SurveyDataFile... 5 Moving Around The IBM SPSS Data Collection Survey Reporter Window and Displaying Previews 7 Displaying ResultsandSavingYourWork...11 Creating Crosstabulations...13 Changing the CellContents...16 Adding a Filter...17 Changing the ContentofRowsandColumns...19 Creating ProfilesofRespondentData...22 Publishing YourResults...24 3 The IBM SPSS Data Collection Survey Reporter User Interface 27 StartingIBMSPSSDataCollectionSurveyReporter...27 OpeningSurveyDataFiles...27 OpeningandSavingTableDocuments...29 OpeningTableDocumentsfromOtherApplications...30 CreatingNewTableDocuments...31 AdvancedDialogBox...31 TheIBMSPSSDataCollectionSurveyReporterWindow...32 TheIBMSPSSDataCollectionSurveyReporterMenus...32 TheIBMSPSSDataCollectionSurveyReporterToolbarButtons...35 Changing the Layout of the IBM SPSS Data Collection Survey Reporter Window.......... 37 FindingTablesorVariables...39 Undoing and Redoing Actions in IBM SPSS Data Collection Survey Reporter............. 40 TheTablesPane...41 FindingTables...42 RenamingTables...42 OrganizingTables...43 TheVariablesFoldersPane...43 FindingVariables...45 iv

RenamingVariables...45 OrganizingVariables...46 SortingVariables...46 HidingVariables...47 PrintingVariables...48 TheVariablePreviewPane...49 DisplayingVariablePreviews...49 DocumentationandAdditionalResources...50 UsingtheOnlineHelp...50 NavigatingtheOnlineHelp...50 SearchingforInformation...51 PrintingInformation...53 UsingtheToolbar...54 NavigatingUsingtheKeyboard...56 4 Creating tables 58 Creatingatable...59 Creatingmultipletableswiththesametopvariable...60 Switchingthetopandsidevariablesinatable...60 Addingandnestingvariables...61 Creatingtablesusinggridvariables...63 CreatingSummaryStatisticorSummaryMeanstables...65 SummaryStatisticTabledialogbox...67 CreatingSummaryMeanstables...69 Copyingatable...71 Viewingandcopyingthetablescript...72 Deletingatable...72 Bulkupdatingtabledefinitions...75 Advancedtabledefinitions...77 ditingatabledefinitionusingthetablesyntaxpane...77 Copyingtablesyntax...78 xample: Creating table definitions using non-categorical variables................... 79 5 Changing Cell Contents 80 AddingandRemovingCellContents...81 CountsandUnweightedCounts...81 Percentages...83 v

Indices...87 SummaryStatisticsofNumericVariables...87 xpectedvaluesandresiduals...90 6 Filtering Your Results 92 CreatingaFilter...92 ditingafilter...93 DeletingaFilter...94 SavingaFilter...95 ApplyingaFilterVariabletoAnotherTable...95 SettingtheLevelforaFilter...97 Bulkupdatingtablefilters...97 TableFilters...99 CategorySelection...99 GlobalFilters... 100 IBMSPSSDataCollectionGlobalFilters... 101 InterviewFilters... 101 ChanginganInterviewFilter... 102 FilterConditions... 103 SettingupConditionsforSingleResponseVariables... 103 SettingupConditionsforMultipleResponseVariables... 104 SettingupConditionsforNumericVariables... 105 SettingupConditionsforTextVariables... 105 SettingupConditionsforBooleanVariables... 106 SettingupConditionsforDateVariables... 106 SettingupConditionsforCategoricalGridVariables... 107 AdvancedFilterConditions... 107 AddingMultipleConditionstoaFilter... 108 GroupingFilterConditions... 108 ditingafilterusingthefiltersyntaxpane... 109 xamples:creatingcomplexfiltersusingthefiltersyntaxpane... 109 ChangingtheFilterDetailsinTableHeaders... 111 7 Using variables 113 Variabletypeoverview... 113 Categoricalvariables... 116 Numeric variables... 118 vi

Textvariables... 119 Loopsandgrids... 120 Booleanvariables... 124 Blocksandcompounds... 124 ditingvariables... 125 Changingthedescriptionforavariable... 127 Changingthedescriptionforacategory... 127 Changingthevariabledescriptionlanguage... 128 Changingtheorderofcategoriesinavariable... 128 Combiningcategories... 129 Creatingnets... 130 Combiningcategoriesinagrid... 132 Creatingsummarizedgrids... 133 Creatingbands... 134 Creatingacategorybasedonanothervariable... 135 Creatingacategorybasedonothercategories... 137 Addingsummarystatisticstoanumericvariable... 138 Addingsummarystatisticstoacategoricalvariable... 139 Addingsummarystatisticstoagrid... 140 Displayingasnapshotofvaluesforcategoriesinavariable... 141 Addingtextrowstotables... 142 Removingcategoriesfromavariable... 144 Creatingnewvariables... 149 Savingavariablewithanewname... 150 Copyingavariable... 150 Creatingavariablefromthesideortopofatable... 151 Mergingvariables... 152 Advancedvariabledefinitions... 153 Deletingvariables... 155 Deletingchangestovariables... 156 ditvariabledialogbox... 156 ditvariabledialogbox:propertiespane... 157 ditvariabledialogbox:scriptpane... 161 SaveVariableAs... 162 InsertCategoriesdialogbox... 162 InsertBandsdialogbox... 168 AddFactorsdialogbox... 169 Settingthenumberofresponsesinavariable... 170 dittablevariabledialogbox... 172 NewVariabledialogbox... 173 CreateNewVariableBasedOndialogbox... 174 Simplecategorization... 176 vii

Derivedvariablecreationfordatabasequestions... 178 Databasecategorization... 179 8 Base Rows and Columns 182 CalculationoftheBase... 182 WorkingwithBuilt-inBases... 184 xcludinginformationfromthebase... 185 HidingtheBase... 186 9 Applying Statistical Tests 188 RequestingStatisticalTests... 189 ModifyTableStatisticsDialogBox... 190 ToAddorRemoveaStatisticalTest... 191 To Add a Paired PreferenceTest... 192 ToViewDiagnosticsInformationforStatisticalTests... 193 Chi-Square Test... 194 xample of the Chi-SquareTest... 194 xampleoffisher sxacttest... 195 DetailsandRestrictionsoftheChi-SquareTest... 197 Statistical FormulafortheChi-SquareTest... 198 ColumnProportionsTest... 199 xamplesofthecolumnproportionstest... 200 Details and RestrictionsoftheColumnProportionsTest... 205 StatisticalFormulafortheColumnProportionsTest... 207 Column Means Test... 209 The Least SignificantDifference... 209 xamplesofthecolumnmeanstest... 210 xampleshowingtheleastsignificantdifferencecolumn... 214 Details and RestrictionsoftheColumnMeansTest... 215 StatisticalFormulafortheColumnMeansTest... 217 StatisticalFormulafortheLeastSignificantDifferenceTest... 219 NetDifferenceTest... 220 xampleofthenetdifferencetest... 221 DetailsandRestrictionsoftheNetDifferenceTest... 222 Statistical FormulafortheNetDifferenceTest... 223 PairedPreferenceTest... 228 xamplesofthepairedpreferencetest... 229 viii

DetailsandRestrictionsofthePairedPreferenceTest... 233 StatisticalFormulaforthePairedPreferenceTest... 233 ProductDifferenceTest... 234 xampleoftheproductdifferencetest... 236 DetailsandRestrictionsoftheProductDifferenceTest... 239 T-testTest... 239 xampleofthet-testtest... 239 DetailsandRestrictionsoftheT-testTest... 240 StatisticalFormulafortheT-testTest... 240 AddingaStatisticalTest... 241 SortingbyColumnSignificance... 242 AddingaPairedPreferenceTestoraNetDifferenceTest... 243 AddingaProductDifferenceTest... 244 AddDifferenceAttributes... 245 DisplayingDetailedStatisticalOutput... 246 DiagnosticsInformation... 246 DiagnosticsInformation:Chi-SquareTest... 247 DiagnosticsInformation:CellChi-SquareTest... 248 DiagnosticsInformation:ColumnProportionsTest... 249 DiagnosticsInformation:ColumnMeansTest... 250 DiagnosticsInformation:NetDifferenceTest... 250 DiagnosticsInformation:PairedPreferenceTest... 251 pvalues... 252 WeightedDataandtheffectiveBase... 254 DisplayinganffectiveBaseonaWeightedTable... 255 OverlappingData... 256 HierarchicalData... 257 SelectingColumnstoTest... 257 SettingtheSignificanceLevels... 258 MinimumBaseandSmallBaseValuesinStatisticalTests... 259 10 Applying Weighting 260 ShowingtheUnweightedBaseinWeightedTables... 261 AddingWeightingtoaTable... 261 OverridingTableWeighting... 262 ix

11 Tabulating Hierarchical Data 264 TheHierarchicalViewandtheFlatView... 264 ChangingtheView... 265 UsingTheVariablesPanewithHierarchicalData... 265 SettingtheTableGenerationLevel... 267 xamplesshowingresultsgeneratedatdifferentlevels... 267 xample Showing Summary Statistics of a Numeric Variable in Cell Contents............... 274 UnderstandingGridTables... 276 TheBaseinGridTables... 279 TabulatingGridandLoopSlices... 281 FilteringHierarchicalData... 283 TheHouseholdSample... 286 12 Access Settings for Files on the Server 291 AccessLevelsinIBMSPSSDataCollectionSurveyReporter... 291 ViewingUnweightedData... 293 13 Versions 294 xampleusingmultipleversions... 294 14 Creating Profile Tables 296 CreatingaProfileTable... 296 SavingProfileData... 297 15 Presenting Your Results 298 SortingTables... 298 SortingaTable... 301 SortingTablesWithMultipleAddedorNestedVariables... 302 SortingCategoriesinNets... 305 SortingSpecialItems... 306 x

SortingGridTables... 307 HidingRows,Columns,andCells... 309 HidingaRoworColumn... 310 HidingCells... 311 ChangingHeadersandFooters... 312 AddingHeadersandFooters... 313 AddingFormattingtoHeadersandFooters... 314 AddingHypertextLinksandImagestoHeadersandFooters... 315 AddingNotestoHeadersandFooters... 315 MovingorDeletingHeadersandFooters... 316 HeaderandFooterPositions... 317 HTMLFormattingforHeadersandFooters... 318 GlobalHeadersandFooters... 319 DisplayingResultsinCharts... 320 DisplayingaChart... 320 HowDataisDisplayedinaChart... 321 ChartTypes... 325 ChangingTableProperties... 331 TableProperties:CellContents... 331 TableProperties:Display... 335 TableProperties:Weight... 337 TableProperties:Statistics... 338 TableProperties:Hide... 341 TableProperties:Level... 343 TableProperties:Sort... 344 TableProperties:HeaderandFooter... 345 TableProperties:Chart... 351 TableProperties:DefaultPropertiesDialogBox... 352 16 Publishing Your Results 354 PrintingResults... 354 xportingresults... 355 nabling security access for Microsoft xcel, Word, and PowerPoint exports............... 356 xporttablesdialogbox... 357 HTMLxports... 358 Microsoftxcelxports... 363 MicrosoftPowerPointxports... 366 MicrosoftWordxports... 369 Textxports... 372 xportingtablesusingmicrosoftxcelstyles... 374 xi

xportingchartsusingmicrosoftxcelcustomcharttypes... 376 UsingHTMLFormattinginCategoryDescriptions... 377 FormattingtheOutputinMicrosoftWord... 380 WorkingwithMicrosoftWordTemplates... 380 ChangingtheMicrosoftWordxportOrientationtoLandscape... 381 Changing the Headers and Footers Used in the Table of Contents.................... 382 PositioningtheOutputinaMicrosoftWordxportFileUsingBookmarks... 383 WorkingwithMicrosoftWordStyles... 384 TheDefaultMicrosoftWordxportStyles... 386 CreatingandModifyingMicrosoftWordParagraphStyles... 389 xportingdata... 390 xportdatadialogbox:generaltab... 391 xportdatadialogbox:variablestab... 393 xportdatadialogbox:filtertab... 394 DistributingDataandResults... 394 Transferring Table Documents Between IBM SPSS Data Collection Survey Reporter and OtherApplications... 395 SupplyingSourceFilesandResultstoCustomers... 395 ChangingtheLogoDisplayedintheResultsPane... 396 17 Converting IBM SPSS Quanvert Table Specification (.qsf) files to Data Collection Table Document (.mtd) files 398 18 Customizing IBM SPSS Data Collection Survey Reporter 399 Customizing TableDocumentTemplates... 399 Creating a TableDocumentTemplate... 400 CreatingaTemplateFromaTableDocument... 401 RemovingaTemplate... 402 CustomizingtheFormatofYourResults... 402 ditingstylesheets... 404 ditingstylesheets:xample... 404 Style Sheet Settings... 406 ChangingFileProperties... 411 FileProperties:GeneralTab... 411 File Properties: DataTab... 411 FileProperties:AdvancedTab... 412 Changing IBM SPSSDataCollectionSurveyReporterOptions... 413 Options: General Tab... 413 Options:DisplayTab... 414 xii

Options:SizeandLayoutTab... 417 Options:FileLocationsTab... 417 IBM SPSS Data Collection Publish Assets Utility..................................... 419 19 Reference 422 TableSpecificationSyntax... 422 TableandAxisSyntax... 422 lementlistsyntax... 425 lementsyntax... 428 lementpropertysyntax... 429 Languages(3-CharacterCodes)... 430 NamingConventions... 432 FunctionList... 433 Multi-wavestudies... 439 RoundinginIBMSPSSDataCollectionSurveyReporter... 440 FormulaeforCellContents... 441 FormulaeforStatisticalTests... 444 StatisticalFormulafortheChi-SquareTest... 444 StatisticalFormulafortheColumnProportionsTest... 445 StatisticalFormulafortheColumnMeansTest... 448 StatisticalFormulafortheLeastSignificantDifferenceTest... 450 StatisticalFormulafortheNetDifferenceTest... 451 StatisticalFormulaforthePairedPreferenceTest... 456 StatisticalTestsComparedtoIBMSPSSStatistics... 457 StatisticalTestsComparedtoIBMSPSSQuantumandIBMSPSSQuanvert... 457 20 Troubleshooting, Tips and Hints 460 FrequentlyAskedQuestions... 460 IBMSPSSDataCollectionSurveyReporterinOtherLanguages... 461 Troubleshooting... 462 21 Accessibility Guide 466 KeyboardNavigation... 466 Accessibility for the Visually Impaired............................................. 466 Accessibility for Blind Users.................................................... 467 xiii

SpecialConsiderations... 467 SpecialConsiderations:DialogBoxes... 467 SpecialConsiderations:InterferencewithOtherSoftware... 467 Glossary 469 Index 473 xiv

Survey Reporter Chapter 1 Welcome to IBM SPSS Data Collection Survey Reporter This User s Guide shows you how to use IBM SPSS Data Collection Survey Reporter 6.0.1. The following table provides a summary of the main sections of this guide. What s New Getting Started The IBM SPSS Data Collection Survey Reporter User Interface Creating tables Changing Cell Contents Filtering Your Results Using variables Base Rows and Columns Applying Statistical Tests Applying Weighting Tabulating Hierarchical Data Versions Creating Profile Tables Presenting Your Results Publishing Your Results Customizing IBM SPSS Data Collection Survey Reporter Reference Troubleshooting, Tips and Hints Accessibility Guide A summary of the new features available in each release. A step-by-step guide to help you find your way around IBM SPSS Data Collection Survey Reporter and learn how to access survey data and how to create, display, format, and export your results. Details of how to navigate around the Survey Reporter window and work with some of the main features of the user interface. Information on creating and editing your tables. Details of the cell contents that you can include in tables. Details of how to filter the data in your tables. Details of the types of variable that you can include in tables, and information on how to add variables to tables, edit existing variables, and create new ones. Information about how the values in base rows and columns are calculated and how to work with bases. Information on adding statistical tests to tables. Information on adding weighting to tables. Information on hierarchical data and how Survey Reporter handles it. Information on how to work with versioned data. Details of how to create profiles. Topics on how to change the way in which your tables are displayed, including sorting tables, adding headers and footers, and displaying data in chart format. Information on how to print your results or export them to a variety of file formats, including Microsoft xcel, Word, and PowerPoint. Information on how to configure Survey Reporter to tailor it to your requirements. Reference information about Survey Reporter. Information to help you overcome problems and recover from errors, as well as tips and tricks to increase performance. Information about accessibility in the Survey Reporter user interface. Licensed Materials - Property of IBM Copyright IBM Corporation 2000, 2011 1

2 Chapter 1 What s New in IBM SPSS Data Collection Survey Reporter 6.0.1 Virtual directory, session engine, and Web service registration. During the product installation, you are presented the option for configuring multiple virtual directories, session engines, and Web services. Configuring multiple virtual directories, that run simultaneously, provides for optimum load balancing within a cluster. When any of the following features are selected during installation, youarepresentedwiththeinterviewerserver Administration Virtual Directory Configuration dialog during installation: Accessories Service Phone Interviews Remote Administration Survey Tabulation Survey Reporter Server dition Author Server dition Configuring multiple session engines allows you to better utilize the memory on each IBM SPSS Data Collection Interviewer Server machine. When you select to install the Interview Service feature, the Interview Session ngine Configuration dialog displays during installation. Configuring multiple Web services to run on a single machine allows you to better utilize the memory on each Web server machine. When you select to install the Web Service feature, the Interview Web Service Configuration dialog displays during installation. Refer to the Virtual directory, session engine, and Web service registration section in the IBM SPSS Data Collection Server 6.0.1 Installation Guide for more information. Integration with IBM SPSS Collaboration and Deployment Services Repository.IBM SPSS Data Collection 6.0.1 provides support for storing and retrieving.mtz packages (zip archives) to a IBM SPSS Collaboration and Deployment Services Repository. A package is an executable element of IBM SPSS Data Collection. An.mtz package contains a primary.mtd file and a configuration file for the.mtd. IBM SPSS Collaboration and Deployment Services is used as a job scheduling and configuration platform. User-configured script items are exposed to IBM SPSS Collaboration and Deployment Services, but IBM SPSS Collaboration and Deployment Services will not execute any part of a Data Collection script. User-configured items include parameters and store locations, access permissions, and output file properties. IBM SPSS Data Collection Survey Reportersupports the following integration with the IBM SPSS Collaboration and Deployment Services Repository: Script Packager component. The component provides support for generating deployable.mrz,.dmz, andmtz packages (zip archives) for the purpose of integration with IBM SPSS Collaboration and Deployment Services Repository. Refer to the Script Packager Component

3 Survey Reporter Object Model section in the IBM SPSS Data Collection Developer Library for more information. Data Collection xecution Server. Provide the web services to process the zip archive packages and associated configuration files. The server executes and returns the output variables and output files via a web service response. The server also supports IBM SPSS Collaboration and Deployment Services job step cancellation. Data Collection IBM SPSS Collaboration and Deployment Services example. The Data Collection IBM SPSS Collaboration and Deployment Services example provides an IBM SPSS Data Collection integration scenario with IBM SPSS Collaboration and Deployment Services. The example is stored in the [INSTALL_FOLDR]\IBM\SPSS\DataCollection\6\DDL\Scripts\Data Management\Collaboration Deployment Services directory. Refer to TheDataCollection Collaboration and Deployment Services example for more information. Refer to the Introduction to IBM SPSS Collaboration and Deployment Services Repository integration section in the Data Collection Developer Library for more information. Support for reserved names and keywords in metadata. Data Collection now provides full support for SQL and mrscript reserved names and keywords in metadata variables. In previous releases, the use of reserved SQL keywords could cause issues when using the IBM SPSS Data Collection Data Model to query data for processes such as DMOM; the use of reserved mrscript keywords could cause syntax errors when referenced within a routing script. Refer to the Reserved Keywords and Keyword Summary topics in the Data Collection Developer Library for more information. Bulk updating table specifications. You can now bulk update the banners (top axis) and side axis for multiple tables. When you select multiple tables, that have same side or top axis, the side and top axes will display as a single table. Changes applied to side or top axis design controls will apply for all selected tables. For more information, see the topic Bulk updating table definitions in Chapter 4 on p. 75. Bulk updating table filters. You can now bulk update the filters for multiple tables. When you select multiple tables, that have the same filters, the selected tables will display as a single table. xpression and level changes for the displayed filter will apply to all selected tables. For more information, see the topic Bulk updating table filters in Chapter 6 on p. 97. Converting Quanvert Table Specification (.qsf) files to Data Collection Table Document (.mtd) files. You can use the IBM SPSS Quanvert to Data Collection Table Document Files Conversion wizard to convert Quanvert Table Specification (.qsf) files to Data Collection Table Document (.mtd) files. When you open a Quanvert Table Specification (.qsf) file in Survey Reporter, the wizard automatically displays and walks you through the conversion process. For more information, see the topic Converting IBM SPSS Quanvert Table Specification (.qsf) files to Data Collection Table Document (.mtd) files in Chapter 17 on p. 398.

4 Chapter 1 Shortcuts for the bulk conversion of Count, Sum, and Mean tables. Menu and toolbar shortcuts have been added to aid in the bulk conversion of selected tables to Count, Sum, and Mean tables. When you select one or more tables, and there is only one numerical variable selected in the variable list window, you can select the following options: Summarize by count. Available under the Tables menu and on the Tables toolbar, this option converts the selected table(s) to count tables based on the selected variable. Summarize by sum. Available under the Tables menu and on the Tables toolbar, this option converts the selected table(s) to sum tables based on the selected numeric variable. Summarize by mean. Available under the Tables menu and on the Tables toolbar, this option converts the selected table(s) to mean tables based on the selected numeric variable. xporting data. You are now provided the option of selecting which variables should be exported for the axis variable. For more information, see the topic xport Data Dialog Box: Variables Tab in Chapter 16 on p. 393. x64 64-bit support. x64 64-bit editions are now provided for the Data Collection applications (note that IBM SPSS Data Collection Author Server dition and IBM SPSS Data Collection Survey Reporter Server dition are only provided as x86 32-bit). Refer to the appropriate Data Collection installation guide for more information. Fix pack and hotfix information. You can now view information regarding which fix packs and hotfixes are installed via the application s Help menu. Help > About Survey Reporter... > Details...

Getting Started Chapter 2 ThetopicsinthissectionwalkyouthroughgettinginandoutofIBM SPSS DataCollection Survey Reporter, navigating around the Survey Reporter window, and carrying out some common tasks including creating and exporting tables. ach topic contains links to topics with further details. It is recommended that you read these topics in order and, if possible, try following the examples using the sample survey data. The tables in these topics use the Museum XML sample survey data, which comes with the IBM SPSS Data Collection Developer Library. If you do not have access to this sample, you may want to try following the examples using your own survey data to create similar tables. Topics in this section 1. Opening a Survey Data File 2. Moving Around The IBM SPSS Data Collection Survey Reporter Window and Displaying Previews 3. Displaying Results and Saving Your Work 4. Creating Crosstabulations 5. Changing the Cell Contents 6. Adding a Filter 7. Changing the Content of Rows and Columns 8. Creating Profiles of Respondent Data 9. Publishing Your Results Opening a Survey Data File Once you have installed IBM SPSS Data Collection Survey Reporter, you can open it from the Windows Start menu. Choose: Programs > IBM SPSS Data Collection > IBM SPSS Data Collection Survey Reporter 6.0.1 > IBM SPSS Data Collection Survey Reporter The Survey Reporter window appears. In Survey Reporter, you can work with survey data from a number of different file formats, including SPSS SAV files, IBM SPSS Quanvert databases, relational Data Collection databases, and Data Collection XML data files. The survey data file is opened read-only, and Licensed Materials - Property of IBM Copyright IBM Corporation 2000, 2011 5

6 Chapter 2 all the work that you do is saved in the form of a table document (.mtd) file, which references the survey data file. In most cases, rather than open the data file directly, you open a metadata (.mdd) file that refers to the data file and tells Survey Reporter how to read the data. Open a survey data file From the menu, choose: File > Open Use the Open dialog box to browse to the Museum sample survey (or one of your own survey data files). By default, the Museum survey data is installed with the IBM SPSS Data Collection Developer Library in [INSTALL_FOLDR]\IBM\SPSS\DataCollection\6\DDL\Data\XML. Select the metadata (Museum.mdd) file and choose Open. The survey data file opens, and a list of all the variables in the file appears in the Variables pane. Figure 2-1 The Variables pane As well as opening the survey data file, Survey Reporter creates a new table document (mtd) file, in which you can save the results of your analysis of the survey data. This means that your survey data file is not affected by any changes that you make using Survey Reporter, as all changes are saved in the table document file. At the moment, this file has no name, as you can see from the title bar and the top level of the Tables pane, which say Untitled. In a later topic, we will save the file and give it a name. For now, we will add a description of the project to the file. From the menu, choose File > Properties In the File Properties dialog box, enter the description Museum of the Living World Visitor Survey in the Description field, and choose OK to close the dialog box. The description is displayed in the Design pane, and will also appear when you display results. To exit Survey Reporter once you have finished working through these examples, choose: File > xit

7 Getting Started If you have any unsaved changes, you are prompted to save them in a table document (.mtd) file. Moving Around The IBM SPSS Data Collection Survey Reporter Window and Displaying Previews The IBM SPSS Data Collection Survey Reporter window is divided into a number of areas. On the left of the window are the Tables pane, which displays a list of all the tables you create, and the Variables pane, which displays a list of all the variables in your survey data. In the center are the Design, Filter, and Results panes, where you define how you want tables to appear and display the results. As you work with Survey Reporter, you may find it useful to rearrange the window by resizing or switching off tabs that you are not using. You can also move menus, toolbars, and individual tabs around in the window. Try rearranging the window: Resize the Tables pane If you find that there is not enough space in some areas of the screen, you can change the size of different areas, for example, the Tables pane. Place the mouse pointer between the Variables pane and the Tables pane, and click and drag the edge upwards. Figure 2-2 Resizing the Tables pane

8 Chapter 2 Display Previews of Variables You can display a snapshot of the data values in a variable, before you add it to a table: Right-click a variable, for example, age, in the Variables pane: Figure 2-3 Select age From the context menu, choose Generate Variable Preview. The Variable Preview pane appears, with a summary of the values in each category of the variable. Depending on the type of variable, you can display a chart, a table, or the original question, by clicking the relevant tab at the bottom of the pane: Figure 2-4 Selecting a table preview for the age variable (Not all options are available for all types of variable). When you want to close the pane, choose the X button on the title bar of the pane, or press Alt+9 (pressing Alt+9 again reopens the pane).

9 Getting Started Dock the Variable Preview pane A number of panes, including the Variable Preview pane, the Tables pane and the Variables pane, can be moved around the window and displayed either as floating panes or as docked panes. Try docking the Variable Preview pane beneath the Variables pane: First, unlock the window settings so that you can move the toolbar. From the menu, choose: Tools > Options Choose the Size and Layout tab and select the Allow docking and undocking of window panes check box, then choose OK. Place the mouse pointer on the title bar of the Variable Preview pane, and click and drag the pane. You will see that an outline appears around the pane to indicate where it will be placed when you release the mouse. As you drag the pane around the screen, this outline jumps to the nearest available location to place it. Drag the pane to the bottom left of the screen, then, when the outline appears beneath the Variables pane, release the mouse button.

10 Chapter 2 Figure 2-5 Moving the Variable Preview tab The Variable Preview pane appears in the new location. Note: It can take a few attempts to get thepanetogowhereyouwantitto. Move the Tables toolbar Place the mouse pointer at the left of the Tables toolbar. The cursor changes to a four-pointed arrow: Figure 2-6 Selecting the Tables toolbar Click and drag the toolbar and drop it in the middle of the window: Figure 2-7 The Tables toolbar undocked You can leave the toolbar floating on top of the window, or drag it to the top, side or bottom of thewindow,anddropittodockitinposition. Try moving some of the other panes and toolbars around the window. The changes you make will be remembered when you close Survey Reporter and reopen it.

11 Getting Started Lock Changes In Place If you are happy with your changes, you can lock the settings of the docked windows and toolbars when you have finished, so that you do not make accidental changes. Choose: Tools > Options Choose the Size and Layout tab and deselect the Allow docking and undocking of window panes check box, then choose OK. Restore the Layout If you do not want to keep the changes you have made, you can restore the layout settings to the defaults supplied with Survey Reporter. From the menu, choose: View > Restore Default Layout At the prompt, choose Yes. The screen reverts to the original layout. Displaying Results and Saving Your Work There are a number of ways of creating tables to display different views of your survey data. The easiest is to add the variables to the table area in the Design pane. Display the results for a single variable In the Variables pane, select the found_way variable. Tip: You can move quickly to a variable in the Variables pane by typing the first letters of its name until you reach the one you want. Choose the Add button on the Side area of the Design pane: Figure 2-8 Adding a variable to the side of the table

12 Chapter 2 Thevariableappearsonthesideofthetable: Figure 2-9 Adding a variable to the side of the table The table has the automatically generated description Table1. Click in the Table Description field and replace this with the description How respondent found way. You have now finished setting up the table, and all you need to do is generate the results. Choose the Results pane. Figure 2-10 Selecting the Results pane Tip: You can also press the F5 key, or select the Generate Results button on the toolbar: Figure 2-11 Generate results button IBM SPSS Data Collection Survey Reporter generates and displays the results. The table shows the number of respondents who gave a response in each category, and the percentage of the total that each category represents.

13 Getting Started Figure 2-12 Frequency table of found_way Save your results From the menu, choose: File > Save or press Ctrl+S. In the Save dialog box, browse to a folder where you want to save your results. In the File Name field, enter a name for the file, for example, Museum Survey Results, andchoose Save. The file is saved with the file extension.mtd. Creating Crosstabulations The previous topic showed how to create a simple table showing the frequency of responses in each category of a variable. This topic shows how to crosstabulate two variables. Crosstabulate age and gender From the menu, choose: Tables > New > Table Tip: You can also press Ctrl+T, or select the New table button on the toolbar: Figure 2-13 New table button

14 Chapter 2 In the Variables pane, locate the age variable: Figure 2-14 Selecting the age variable Click and drag the age variable onto the Add button in the Side area of the Design pane: Figure 2-15 Adding a variable to the side of the table Thevariableappearsonthesideofthetable: Figure 2-16 Adding a variable to the side of the table Tip: You can also press Ctrl+Alt+S to add the selected variable to the side.

15 Getting Started In the same way, select the gender variable and add it to the top of the table (or use Ctrl+Alt+T): Figure 2-17 Adding a variable to the top of the table Tip: If you add a variable by mistake, press Ctrl+Z to undo the change. Replace the description Table2 with Age by gender. This time, select the toolbar button to generate the results: Figure 2-18 Generate results button IBM SPSS Data Collection Survey Reporter generates the table and displays it in the Results pane. Figure 2-19 Table of age by gender

16 Chapter 2 In this example, the Base row shows how many respondents there are of each gender and the Base column shows how many respondents there are in each age group. The point where a row and a column intersect is called a cell, and in this table the cells show the number of respondents with the combined set of row and column characteristics. For example, the cell at the intersection of the 25-34 years row and the Male column shows that there are 108 men age between 25 and 34 in the sample. To save the results, press Ctrl+S or use the menu option: File > Save The table document that you saved previously is updated to include the new table. Changing the Cell Contents If you look at one of the tables created in the previous topics, you can see that each cell of the table contains two figures. These are the default cell contents, namely counts (the number of respondents that satisfy the row and column conditions for each cell) and column percentages. The cell contents for each table are listed in the table footer. You can change the cell contents for any table to show the information that you are interested in. Remove column percentages from a table In the Tables pane, select the table you created in Creating Crosstabulations: Figure 2-20 Selecting a table From the menu, choose Tables > Properties Tip: You can also press F4, or choose the Table Properties button on the toolbar: Figure 2-21 Table Properties button The Table Properties dialog box appears, showing the Cell Contents tab. On the left of the tab is a list of all the types of cell contents that you can use in a table. On the right are the two default items, Counts and Column Percentages. Select Column Percentages in the Included in cells list on the right of the dialog box, and use the << button to remove it from the list of items.

17 Getting Started Figure 2-22 Removing column percentages Choose OK to close the dialog box. The table is regenerated automatically to display the updated results (if the Results pane is not selected, select it or press F5 to generate the results). The table now contains only counts. Figure 2-23 Table of age by gender showing only counts Finally, press Ctrl+S to save the updated table in the table document. Adding a Filter You can apply filters to your data, so that only those cases meeting certain conditions are included in the results. In this example, we will make a copy of the table of age by gender, and filter out all respondents of 16 years of age and under; that is, those who selected the 11-16 years category in the survey question: To which age group do you belong? Create a filter to exclude respondents aged 16 and under In the Tables pane, select the table you created in Creating Crosstabulations: Figure 2-24 Selecting a table

18 Chapter 2 From the menu, choose dit > Copy then dit > Paste Tip: You could also press Ctrl+C followed by Ctrl+V. A new table called Copy of Age by gender is added to the Tables pane. The new table contains all the information from the original table, including the change to the cell contents. In the Design pane, change the tabledescriptiontosayage by gender, filtered. Select the Filter pane: Figure 2-25 The Filter pane In the Filter description field, enter the text: xcludes 16 and under. This description will appear as a header in the Results pane. In the Variables pane, select the age variable: Figure 2-26 Selecting the age variable Drag the variable onto the filter area (or you can use Ctrl+Alt+F): Figure 2-27 adding a filter variable The variable is added to the Filter pane. As this is a categorical variable, a list of the categories appears to the right of the category name. To the left is a drop-down list. Select Includes none of these from the list, then select the 11-16 years check box: Figure 2-28 adding a filter condition

19 Getting Started This is all you need to do to create the filter. It is automatically applied to the table when you click away from the Filter pane or generate the results. To generate the results, press F5. This is the resulting table: Figure 2-29 Table of age by gender, 11-16 year age group filtered out Notice that the 38 respondents aged 11-16 have been removed from the table, and that the original table base value of 602 has been reduced to 564. Finally, press Ctrl+S to save the new table in the table document. Changing the Content of Rows and Columns You can change the content of individual rows and columns in the table, for example, to remove categories or create new categories based on existing ones. In this topic we will start with a table containing the age and gender variables, edit the category descriptions for the gender variable, then reduce the number of rows in the age variable by combining the existing categories into three new ones. Firstofall,createanewtableandaddage to the side and gender to the top, as shown in the Creating Crosstabulations topic. Change category descriptions On the Design pane, select the gender variable.

20 Chapter 2 Figure 2-30 Selecting the gender variable From the menu, choose: Variables > dit Table Variable Tip: You could also double-click the variable on the Design pane (not the Variables pane). The dit Table Variable window appears, with details of all the categories that appear on the table for the selected variable. Because you are editing the variable on the table, the changes you make apply only to that table and will not affect any other tables that use the variable (if you wanted the changes to apply to all tables, you would select the variable in the Variables pane, not in the Design pane). Figure 2-31 The dit Variable window Double-click Male in the Category descriptioncolumntoselectthetext. Change the text to say Men, then press nter to apply the change. In the same way, select the Female category description and change it to Women.

21 Getting Started Choose the Save and Close button to save your changes and close the dit Table Variable window. Combine categories On the Design pane, double-click the age variable. In the dit Table Variable window, use Shift+click to select the 11-16 years, 17-20 years, and 21-24 years categories. From the Variables toolbar, choose Categories > Combine > Combine The three categories are combined into a single category with an automatically generated description. Change the description in the same way as for the gender variable, but this time, enter Young as the description. Inthesameway, combinethe25-34 years, 35-44 years, and45-54 years categories, giving the new combined category a description of Middle. In the same way, combine the 55-64 years and 65+ years categories, giving the new combined category a description of Old. The categories should now look like this: Figure 2-32 Combined categories Choose the Save and Close button. Replace the default description Table4 with Age (banded) by gender.

22 Chapter 2 Press F5 to update the results. The table appears as follows: Figure 2-33 Table of Age by Gender with renamed gender categories and age categories combined into Young, Middle and Old ach of the new categories contains the total number of respondents from the original categories that were combined to make it. Finally, press Ctrl+S to save the table in the table document. Creating Profiles of Respondent Data In addition to creating tables to analyze survey data, you can also create tables that simply display the responses to one or more questions for all respondents or for selected respondents. These tables are called profile tables. Profile tables are useful for getting a quick overview of the responses in a survey. For example, you may want to get a rough idea of the distances travelled by respondents who have visited the museum several times in the past year. Create a profile table From the menu, choose Tables > New > Profile or press Ctrl+R. In the Variables pane, select the visits12 variable, and drag it into the Profile area on the Design pane: Figure 2-34 Adding a variable to a profile table In the same way, select the distance variable and add it to the profile.

23 Getting Started Figure 2-35 Adding visits12 and distance to a profile table Tip: You can also press Ctrl+Alt+P to add the selected variable to the profile table. Replace the default profile description with Frequent visitors. Choose the Filter tab, and click and drag the visits12 variable to the Filter area. Select is greater than or equal to from the drop-down list, and type 5 in the text box. Figure 2-36 visits12 is greater than or equal to 5 Press F5 to generate the results. The profile table shows a list of the responses to the Number of previous visits in last 12 months and Distance from home to museum questions for all respondents who have visited the museum five or more times in the last 12 months. Figure 2-37 Profile table showing responses for visits12 and distance for respondents with more than 4 visits in last 12 months To see the table exactly as shown above, change the style by choosing Color Code from the drop-down list of style sheets in the tool bar. Note that all the other tables also change to use the new style. Finally, press Ctrl+S to save the profile table in the table document.

24 Chapter 2 Publishing Your Results When you have finished analyzing your results you can publish them in a variety of file formats by exporting from IBM SPSS Data Collection Survey Reporter. For example, you can export to a Microsoft xcel spreadsheet, Word document, or PowerPoint presentation. You can also export to an HTML file or to a plain text file. You can change the output format in various ways, depending on the type of file you are exporting to. For example, when you export to PowerPoint you can attach your own template to the slides. xport all tables to Microsoft xcel If it is not already open, open the file Museum Survey Results.mtd that you created previously. From the menu, choose: File > xport > Tables Tip: You can also choose the xport Tables button on the toolbar: Figure 2-38 xport Tables button The xport Tables dialog box appears. In the xport tables to drop-down list, select Microsoft xcel. Leave the other settings as they are, and choose the OK button. Survey Reporter opens Microsoft xcel and displays the tables, each in a separate worksheet. Charts are displayed in a separate worksheet after each table.

25 Getting Started Figure 2-39 Tables exported to xcel In xcel, choose File > Save and save the xcel file in a suitable folder. xport selected tables to Microsoft PowerPoint and attach a template In the Tables pane, use Ctrl+click to select the tables named Age by gender and Age (banded) by gender: Figure 2-40 Selecting tables using Ctrl+click From the menu, choose: File > xport > Tables The xport Tables dialog box appears. From the xport options, choose Selected tables. In the xport tables to drop-down list, select Microsoft PowerPoint, then choose the More >> button. Check the Apply PowerPoint template box, then choose the Browse button next to the field and use the Open dialog box to select a template (by default, PowerPoint templates are stored in

26 Chapter 2 subfolders under a Microsoft Office templates folder, for example, C:\Program Files\Microsoft Office\Templates\Presentation Designs, with the file extension.pot). When you have selected a template file, choose Open. Leave the other settings in the xport Tables dialog box as they are, and choose the OK button. Survey Reporter opens Microsoft PowerPoint and displays the results in the form of a chart, formatted using the template you selected (the example below uses the Pixel template available with PowerPoint 2003). Figure 2-41 Table of age by gender and age (banded) by gender, exported to PowerPoint In PowerPoint, choose File > Save and save the PowerPoint file in a suitable folder.

Chapter 3 The IBM SPSS Data Collection Survey Reporter User Interface This section explains how to start up IBM SPSS Data Collection Survey Reporter and open and save files, and provides an introduction to the main features of the Survey Reporter window and how to use them. Starting IBM SPSS Data Collection Survey Reporter You can start one or more instances of IBM SPSS Data Collection Survey Reporter from the desktop (having two instances open at the same time is useful if you want to copy tables from one table document to another). Starting IBM SPSS Data Collection Survey Reporter from the desktop From the Windows Start menu, choose: Programs > IBM Corp. > IBM SPSS Data Collection 6.0.1 > Survey Reporter > Survey Reporter Starting IBM SPSS Data Collection Survey Reporter from IBM SPSS Data Collection Interviewer Server Administration From the Windows Start menu, choose: Programs > IBM Corp. > Data Collection 6.0.1 > IBM SPSS Data Collection Interviewer Server Administration > Start Interviewer Server Administration After logging on to Interviewer Server Administration, navigate to the desired project and then click Survey Reporter near the bottom of the screen. When prompted if you want to run this application, click Run. The first time you launch Survey Reporter, required files will be downloaded to your machine. This may take several minutes to complete. xiting IBM SPSS Data Collection Survey Reporter From the Survey Reporter menu, choose: File > xit If you have any unsaved results, you are prompted to save them in a table document (.mtd) file. Opening Survey Data Files You can work with survey data from a large number of file formats. The survey data file is opened read-only, and all the work that you do is saved in the form of a table document (.mtd) file, which references the survey data file. Licensed Materials - Property of IBM Copyright IBM Corporation 2000, 2011 27