There are two ways to connect Snap XMP response data to Power BI:

• Export the response data file in CSV format to use in Power BI
• Use the Snap XMP API directly in Power BI

Exporting the response data file in CSV format

1. Log into Snap XMP Online and open the survey.
2. In the Summary tab, click Collect to go to the Collect section.
3. In the Collect menu, click Responses. This opens the Responses section where you can manage the survey’s response data that has already been collected.
4. In Export Options, select the CSV export option. Managing response data contains further information on the available export options.

5. Click Export All Data to export all the responses to a CSV file. This saves the file to the Downloads folder set on your device.
6. Once downloaded, open Power BI and select Get Data.
7. In the Get Data dialog, which opens up, select Text/CSV, then select the exported data file and click Open.
8. Once loading is complete, you can view the response data. You can check the data looks the way you want then click Load to load the data into Power BI. There is an option to transform the data before loading, if required.

This option uses a snapshot of the response data at the time you exported the file. To update the data, repeat the process by exporting the file, giving it the same name, then re-loading it into Power BI.

Using the Snap XMP API directly in Power BI

Before using the API, the Snap XMP Online account being used will require an API permit.

• If you are using the Snap Surveys Subscription service Snap Surveys will set up the API permit.
• If you are using an On-Premises service, your organisation will set up the API permit.

Please note that when using the API:

• software development experience may be required.
• there is a unit cost associated with using the API.

Finding the survey GUID

Each survey has a unique identifier, called a GUID. This is used by the API to link to the survey. The survey GUID can be found in Snap XMP Desktop and Snap XMP Online.

Snap XMP Online

Log into Snap XMP Online and open the survey. The survey GUID forms the last section of the URL.

Snap XMP Desktop

• Open Snap XMP Desktop and from the Survey Overview, select and open the survey.
• Click the Tailor | Online Details menu. The Survey field contains the survey GUID.

Getting data using the API

1. Open Power BI and click on the Get data text.

2. Select Web from the list of Common data sources.
3. In the From Web dialog, click Advanced to expand the options.
4. In URL parts, enter the URL that calls the API. For example the URL to return response data is: https://<servername>/snaponline/api/surveys/<surveyGUID>/responses
   • <servername> is the name of the server, such as online1.snapsurveys.com or online2.snapsurveys.com if you are using Snap Surveys Subscription service,
   • <surveyGUID> is the unique GUID for the survey you are using.

5. Next add in login information required by the API. In the HTTP request header parameters add your username, API key (Password) and API version info.
   • Enter X-USERNAME with the Snap XMP Online account email address. Click Add header.
   • Enter X-API-KEY with the user’s API key. Click Add header.
   • Enter X-VERSION as 2.0.

6. Click OK
7. The first time you enter the login information, it will ask what credentials you want to use. Select Anonymous from the left side. (This is not actually anonymous since the login details have been passed through and will be used for authentication.)
8. Select the API level for access. For example, for any API call use “https://<servername>/snaponline/api” replacing <servername> with the name of the server you are using.
9. Click OK.
10. Click Close and Apply to load the data. The API data is one row per variable, so each column has just a list of one aspect of the variable (one column for variable number, one for responses, etc.)

Using the API, means that you can refresh the response data from Power BI and the data is kept up to date. Be aware that there is a unit cost associated with using the API.

You can use the API to return a number of different data sets for your surveys.

Transforming the response data

Once the response data is in Power BI, you can change the data.

We recommend that you duplicate the response data before making changes. This is for safety so that you have your original data to return to, if necessary, and if you are using the API there is a unit charge for re-loading the data.

1. In Power BI, click Transform data. This opens a spreadsheet-style view of the data.

2. Some example transformations are:
   • If the response data uses a header (top) row, this will load as a data row and populate in your chart. You can choose to use the first row to name your column headers or you can remove rows by selecting Remove rows>Remove top rows then enter “1” to remove the top row.
   • Apply a filter by clicking the drop-down next to the column that you want to transform. Select the filter from the options, then click OK.
   • Remove unwanted columns by selecting the column, right-clicking then selecting Remove Columns from the pop-up menu.
3. Click Close and apply to save all the changes.

Using Power BI for charts

There are a variety of visualizations that you can create in Power BI, including charts.

When you have loaded your data set the data source is shown in the Data section. Expand the data source to view the columns.

In the Visualizations section, there are a number of charts that you can select.

Example: Stacked bar chart

To add a chart:

1. In Visualizations, click on the Stacked bar chart icon to add it to the display area.
2. In Data, select or drag a data column, e.g. Location, to add it to the Y axis.
3. Drag the data column to the X axis to view the location counts.

Refreshing data

Using the API, means that you can refresh the response data from Power BI, by clicking Refresh. The data is kept up to date, as there is a connection to it.

For refreshing data obtained from an exported CSV file:

1. In Snap XMP Online, re-download the CSV data export file, keeping the same file name and location. This can be done by overwriting the original file or deleting it ahead of time and replacing it with the new one.
2. In Power BI, click Refresh to load the latest response data.

The next step is to publish.

Publishing data

When you have completed your chart or updated the data, you will need to publish the changes.

1. In Power BI, click Publish.
2. Select a publish location, such as, “My Workspace” and click Select.

Further Power BI help

For further help with Power BI you can access guided learning and videos from the Help menu.

The post Exporting response data to Power BI appeared first on SnapSurveys.

There is also an accompanying analysis webinar that demonstrates how to create the analyses in Snap XMP Online.

Opening the Analyze section

There are two ways of opening the Analyze section.

• In Your work, select the survey to see the Summary tab, then click the Analyze link.

• In the Online Editor, click the Analyze tab near the top of the page.

Creating a new Analysis

1. In the Analyze section, click on the Table & charts side menu option. This displays the list of analyses that are available for the survey in Snap XMP Online and also a New Analysis button used to create a new table, chart, list or word cloud.

2. Click the New Analysis button. This displays the Analysis page, containing the standard fields used to create an analysis.

3. In Analysis type, select the type of analysis, this can be Table, Chart, List or Word cloud. This updates the styles available in the Style file list to those for the selected analysis type.
4. In Style file, select the style used to display the analysis.
5. In Analysis, enter the question or variable. If you need more information about the variables available in the survey, click Variables in the side menu, which shows a list of the variables. Scroll down to the bottom of the list to show the buttons to go to the next or previous pages in the list.
6. In Break, enter the question or variable.
7. In Title, enter the title shown in the analysis display.
8. Click the Apply button to create the analysis. This displays the table, chart, list or word cloud.

9. You can choose to
   • Download an HTML file of the analysis display.
   • Modify the analysis.
   • Save the analysis for future use.
10. Click Save to save your changes. This opens the Save analysis dialog. Enter the analysis name then click Save. The analysis is shown in the list of analyses in the Tables & charts menu.

More options

Advanced options for the analysis are available by clicking the More button.

Options available for all analysis types

Additional options for Tables and Charts

Tables

Tables show the survey data in a tabular form showing the data in rows and columns.

The following example shows a table definition displaying the number of customers who ordered a range of food items.

When you click the Apply button, this displays the table.

Charts

Charts show the survey data in a graphical form.

The following example shows a chart definition displaying the number of customers who ordered a range of food items.

When you click the Apply button, this displays the chart.

Chart style naming convention

There are a number of different chart styles supplied with Snap XMP. When using different chart styles, the style name indicates which show options you need to select.

• If the name contains Counts then select Show counts.
• If the name contains Percents you need to select one of the show percents options.
• If the name contains Transposed then select Transpose.

Please note: In a chart, you should select either counts or percents, but not both.

In the example, the chart style is Horizontal Bar Percent Labelled Transposed. This indicates that one of the show percents options should be selected, in this case Show Analysis percents is used. The Transpose option is also selected.

Lists

Lists are generally used to display comments or free format text responses. The following example shows a list analysis for a question asking for customers’ comments.

When you click the Apply button, this displays the list.

Word Clouds

Word Clouds are used to show important or regularly occurring words in the comments or free format text responses. The more often a word appears in the comments then the larger the word is displayed in the Word Cloud.

The following example shows a word cloud analysis showing words from a question asking for customers’ comments.

When you click the Apply button, this displays the word cloud.

The post Creating Analyses appeared first on SnapSurveys.

To find more information on viewing the standard reports online, see Viewing the reports.

Viewing the Summary Dashboard report

The standard reports are in the Reports side menu in the Analyze section.

1. Click on Summary Dashboard in the Reports menu to generate the analysis from your survey responses. You can run reports on your survey data while interviewing is taking place as well as after interviewing has closed.

2. The default web browser for your device displays the report.

3. You can click the button to maximise the report to view it in full screen. Click it again to go back to the standard view.
4. Hovering over the icon displays the filter or context information that has been applied to the current report.

Updating your report with the latest survey data

Usually you will want to work with the latest survey results as your survey runs.

1. In the Analyze tab, select the Summary Dashboard report.
2. Click on the Update button to update the report with the latest survey data

3. You can see the the generated time for the response data.
4. The Update button refreshes the data when new responses are available, when the filter or context applied changes, or when the time elapsed since the report is over an hour ago.

Downloading the report and images

You can download a report as an HTML file and then import into other applications to further analyze the survey responses.

1. In the Analyze tab, select the Summary Dashboard report.
2. Click on the Download button to download the HTML report and the image files for each analysis in a ZIP file.

3. The download is in the Downloads folder (or other location determined by your device and browser settings) as a ZIP file.

Printing your report

You can print any of your reports using the following instructions.

1. In the Analyze tab, select the Summary Dashboard report.
2. Right-click on the report to show the pop-up menu. Click on Print.
3. Enter the print information required and click Print to print the report.

The post Viewing the Summary Dashboard report appeared first on SnapSurveys.

• External filters and contexts. These are defined from the Analyses or Reports windows in Snap XMP Desktop. Once defined, you can apply the filter or context to reports and analyses in both Snap XMP Desktop and Snap XMP Online. They form part of the survey which means you can use them every time the survey is open.
• Custom filters and contexts. These are set up in Snap XMP Online using a filter expression. You can use the variables section to check the variables and questions used in the questionnaire to help create the expression. These are temporary filters and contexts that are available while the survey is open but are removed when the survey is closed.

Using an external filter or context

Any analyses or reports that include external filters or contexts can use these to view a subset of the response data. To apply a filter to an analysis, use the following instructions:

1. In Snap XMP Online, select the survey from Your work.
2. In the Summary tab, click the Analyze link. The reports and analyses are available here.

3. Select the report or analysis from the Reports or Tables and Charts menus.
4. To apply a filter to the selected report or analysis, select Filter & context in the side menu.
5. Click Add variable    to add a filter rule.
6. In the Select a variable list, select a variable to use as the filter then click Next.
7. Select the answers to use in the filter and click OK.

8. Click Apply changes to update the analysis of your response data for the selected filter.

Further information on the full process of setting up and using external filters is available at Setting up filters for Snap Online analysis.

Set a custom filter or context

As well as using externally defined filters and contexts, you can create a custom filter or context. These are temporary and only available while you are using the survey in Snap XMP Online.

1. In Snap XMP Online, select the survey from Your work.
2. In the Summary tab, click the Analyze link to see the list of reports and analyses.
3. Select the report or analysis from the Reports or Tables and Charts menus.
4. To apply a filter to the selected report or analysis, select Filter & context in the side menu.
5. Click Set custom  to add a custom filter or context rule.
6. Enter the filter expression and click OK.

7. Click Apply changes to update the analysis of your response data for the selected filter.

Viewing variable details

Click on the Variables menu to view the variables available in the survey. This helps to identify the variable details of the questions, derived variables and paradata, which you can use to build the custom filter expression.

The post Applying filters and contexts appeared first on SnapSurveys.

1. In Snap XMP Online, open the survey and go to the Analyze section.
2. Click on the Tables & charts menu on the left to show the list of available analyses. These can be tables, charts, lists, word clouds and maps.

3. Click on an analysis name to generate the analysis from the data responses. You can run analyses on the responses while interviewing is taking place as well as after interviewing has closed.

Downloading the analysis to a PDF file

You can download an analysis to a PDF file that can be imported into other applications to further analyze the survey responses.

1. In the Analyze tab, click the Tables & charts menu on the left to show the list of available analyses.
2. Click on an analysis name to generate the analysis from the data responses.
3. Click on the Download button to generate a PDF file.
4. The download is found in the Downloads folder or another location as determined by your device or your web browser settings.

The post Viewing the analyses appeared first on SnapSurveys.

Snap XMP Online provides four standard reports with each survey. (Surveys created prior to Snap XMP Desktop build 12.10 contain three standard reports)

• Questionnaire report generates a top-line summary report showing the counts or percentages of responses in the questionnaire layout
• Summary report generates a chart, table or list for every question
• Summary Tables report tabulates responses to all questions
• Summary Dashboard report generates an HTML summary report with images of each chart, table or list for each question and displayed in a double column format. (This report is available for surveys created using Snap XMP Desktop build 12.10 and after.)

Bespoke reports

In addition to the standard reports the survey may have additional bespoke reports that have been created in Snap XMP Desktop.

In the Report Details window, you can use the Available field and set the conditions when the report is available in Snap XMP Online. By default, the Available field is blank and the report is available in Snap XMP Online.

You can enter a condition in the Available field to determine when the report is available. You can enter ‘No’ to make the report unavailable in Snap XMP Online. Note: If all reports, including standard reports are unavailable then the Reports menu will not be available.

Viewing the PDF reports

The majority of reports are PDFs in the Adobe Acrobat document application. This includes the Questionnaire, Summary and Summary Tables standard reports.

You can view the reports in the Reports side menu in the Analyze section.

1. Click on a report name in the Reports menu to generate the analysis from your survey responses. You can run reports on your survey data while interviewing is taking place as well as after interviewing has closed.

2. The report displays in the Adobe Acrobat document application.

3. The features available through this add-on are
   • Rotate clockwise
   • Download
   • Print via print preview options
   • Fit to page or width
   • Zoom in and Zoom out
4. You can click the button to maximise the report to view it in full screen. Click it again to go back to the standard view.
5. Hovering over the icon displays the filter or context information applied to the current report.

Updating your report with the latest survey data

Usually you will want to work with the latest survey results as your survey runs.

1. Navigate to the Analyze tab.
2. Select the report required.
3. Click on the Update button to update the report with the latest survey data

4. You can see how long ago the report data was generated.
5. When you receive new responses, click the Update button to refresh the data. You can also update the data when the applied filter or context applied changes, or when the data is over an hour old.

Downloading your analysis report to a PDF file

The report downloads as a PDF file which you can be import into other applications to further analyze the survey responses.

1. Navigate to the Analyze tab.
2. Select the report required.
3. Click on the Download button to generate a PDF file.

3. The download is in the Downloads folder or another location as determined by you or your web browser.
4. You can also use the Adobe Acrobat download feature.

Printing the PDF report

You can print any of your reports using the following instructions.

1. Navigate to the Analyze tab.
2. Select the report required in the Reports menu.
3. Click on the Print icon in the toolbar at the top of the report. The icon may vary depending on your browser.

4. Enter the print information required and click Print to print the report.

Viewing the HTML reports

The Summary Dashboard report displays as an HTML report in a web browser viewer.

The reports are in the Reports side menu in the Analyze section.

1. Click on Summary Dashboard in the Reports menu to generate the analysis from your survey responses. You can run reports on your survey data while interviewing is taking place as well as after interviewing has closed.

2. The report displays in the default web browser for the device being used.

3. You can click the button to maximise the report to view it in full screen. Click it again to go back to the standard view.
4. Hovering over the icon displays the filter or context information that has been applied to the current report.

Updating your report with the latest survey data

Usually you will want to work with the latest survey results as your survey runs.

1. In the Analyze tab, select the Summary Dashboard report.
2. Click on the Update button to update the report with the latest survey data

3. You can see how long ago the report data was generated.
4. When you receive new responses, click the Update button to refresh the data. You can also update the data when the applied filter or context applied changes, or when the data is over an hour old.

Downloading the HTML report and images

The report downloads as an HTML file that you can be import into other applications to further analyze the survey responses.

1. In the Analyze tab, select the Summary Dashboard report.
2. Click on the Download button to download the HTML report and the image files for each analysis in a ZIP file.

3. The download is found in the Downloads folder (or other location determined by your device and browser settings) as a ZIP file.

Printing the HTML report

You can print any of your reports using the following instructions.

1. In the Analyze tab, select the Summary Dashboard report.
2. Right-click on the report to show the pop-up menu. Click on Print.
3. Enter the print information required and click Print to print the report.

The post Viewing the reports appeared first on SnapSurveys.

In Snap XMP – you can share results with key associates online and in real time. This quick-sharing of data provides a more inclusive experience.

You also have control over which analyses and reports are available, how they are presented, and what permissions are granted.

How it works

To share results with analysts and stakeholders you will need to assign them permissions to the survey or folder. This means that each person you want to be an analyst must have their own Snap XMP Online account.

If they already have an account in Snap XMP Online, you can use the Shares feature to give them either Analyst or Analyst plus data download permissions to a survey or folder.

If they do not already have an account created in Snap XMP Online, you can give them a copy of the following links in order for them to create an account with the associated permissions. There are 2 account types you can give them to create, which are Analyst  or Analyst plus data download. Be sure to give them the appropriate country’s link (UK or US).

Link to create analyst accounts on the United Kingdom server

Use these links if your organisation is using the UK Server.

UK Analyst account

UK Analyst + data download account

Link to create analyst accounts on the United States server

Use these links if your organisation is using the US Server.

US Analyst account

US Analyst + data download account

The post Setting up new Snap XMP Online accounts for analysts appeared first on SnapSurveys.

In the Analyze section you can

• View the standard reports
• View bespoke reports that have been created in Snap XMP Desktop
• View tables and charts that have been created in Snap XMP Desktop
• Update the reports and analyses with data responses as they come in
• Set up filters and contexts
• Download the report to PDF format
• Print reports

There are two ways of navigating to the Analyze section.

• Click the Analyze link from the Conference survey Summary tab in Your work.

• Click the Analyze tab from the Online Editor.

The post Analyzing your survey data appeared first on SnapSurveys.