Compass - Nimbly Documentation

Trends Dashboard

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📈 Nimbly Analytics: Unveiling Question Answer Trends

Dive deep into your operational data with Nimbly’s “Trends - Question Answers” feature! This powerful analytical tool allows you to meticulously track and visualize how specific questions within your questionnaires are being answered over time. Gain critical insights into compliance patterns, identify recurring [issues](../Issue Tracker/IssueTrackerOverview.md), and pinpoint areas that demand immediate attention at a granular level. Transform raw responses into actionable intelligence!

🌟 Feature Overview

The “Trends - Question Answers” feature provides a sophisticated capability to analyze response patterns for individual questions across selected questionnaires. Users can apply highly granular filters by questionnaire, question category, specific question, user, and date range. The dashboard then dynamically visualizes the distribution of answers (e.g., “Yes,” “No,” “N/A”) through intuitive bar and pie charts. Complementing these visuals, a comprehensive detailed table of individual answers is provided, which can be readily exported. This feature is indispensable for identifying long-term trends in compliance, pinpointing common operational [issues](../Issue Tracker/IssueTrackerOverview.md), and highlighting areas requiring focused improvement related to specific audit points.

🟢 Current Status

The “Trends - Question Answers” feature is Fully Released and available for use.

💻 Platform Compatibility

This feature is primarily accessible via:

  • Web: Full functionality is available through the Nimbly web application (e.g., accessed at admin.hellonimbly.com/analytics/trends).

🔑 Access & [Permissions](../Settings/Access control/Access Control.md)

Access to “Trends - Question Answers” is governed by user roles and data scope:

  • Authenticated Users: Requires a valid login to the Nimbly web application.
  • Role-Based Access: Primarily accessible to users involved in quality assurance, compliance, operations management, or analytical roles who need to dissect specific questionnaire responses over time.
  • Data Scope: Access to specific questionnaires and their associated data may be further scoped based on individual user [permissions](../Settings/Access control/Access Control.md).

✨ Key Capabilities: Deep Dive into Response Data

This feature provides a robust set of tools for granular analysis of questionnaire responses:

A. Granular Filtering System 🔍

  • Questionnaire: Select a specific questionnaire from a searchable dropdown list (e.g., “Audit Cilandak Opening,” “Security HO - Closing CK HO”).
  • Question Category: Filter questions by their designated category within the chosen questionnaire (dropdown populates dynamically).
  • Question: Select the exact question you wish to analyze from a dropdown list, which populates based on the selected category and questionnaire.
  • Users: Filter responses by “All Users” or select specific individual users from a dropdown list.
  • View by (Time Period): Choose a time aggregation for the trend display (e.g., “This Year,” “Custom Date Range”).
  • Date Range: Define precise start and end dates for your analysis using interactive date pickers.

B. Dynamic Question Type Tabs 🗂️

  • Dedicated tabs allow users to focus analysis on specific question types. The system intelligently adapts the available questions and visualization based on the selected tab (e.g., “Multiple Choice,” “Checklist,” “Yes/No,” “Score,” “Number,” “Green/Yellow/Red,” “Open Ended,” “Range with Flags,” “Competitor Analysis”). The video primarily focuses on the “Yes/No” tab.

C. Intuitive Data Visualization 📊

  • User Answers Bar Chart: Visually represents the tally of different answer options (e.g., “Yes,” “No,” “N/A”) for the selected question over the specified period. Hovering over bars displays the exact numerical tally (e.g., “Yes Tally: 8”).
  • Percentage Pie Chart: Provides an immediate, clear percentage distribution of the selected question’s answers (e.g., 100% Yes).

D. Detailed Answer Table & Export ⬇️

  • Answer Details Table: Presents individual responses to the selected question in a tabular format.
    • Columns: Typically includes Name (of the auditor/user), Date of response, Site where the audit was conducted, and the Answer itself.
    • Pagination: Available for easy navigation through large datasets.
  • Data Export: A prominent “Download .csv” button allows for quick export of the entire “Answer Details” table for offline analysis and integration with other tools.

E. User-Friendly Feedback ⚠️

  • No Results State: The feature intelligently displays informative messages like “No Questionnaire and Question Selected” or “No results. Try again. Pick a different Questionnaire, Question, or date range” when the current filter criteria do not yield any data, guiding the user to adjust their selection.

🚀 Core Workflows & UI Walkthrough

Follow these steps to effectively analyze question answer trends within Nimbly:

1. Accessing “Trends - Question Answers”

  1. Navigate: From the main left-hand navigation menu, click on “Reports” (or the primary section containing “Dashboards”).
  2. Select Feature: From the sub-navigation menu, select “Trends.”
  3. Initial State: The “Trends” page will load, initially displaying a message such as “No Questionnaire and Question Selected,” prompting you to begin filtering.

2. Applying Filters to Analyze Question Trends 🎯

  • Step A: Select Questionnaire:
    1. Click the “Questionnaire” dropdown. A searchable list of available questionnaires will appear.
    2. Type to search for a specific questionnaire (e.g., “Audit Cilandak Opening,” “Security HO - Closing CK HO”).
    3. Select the desired questionnaire.
  • Step B: Select Question Type Tab:
    1. Click on the tab corresponding to the type of question you wish to analyze (e.g., “Yes/No” tab will be highlighted).
  • Step C: Select Question Category:
    1. Click the “Question Category” dropdown. This will populate with categories specific to your selected questionnaire (e.g., “KIT - Peralatan” for “Security HO - Closing CK HO”).
    2. If no categories are present, it might display “No options.”
    3. Select a relevant category.
  • Step D: Select Question:
    1. Click the “Question” dropdown. It will list all questions within the selected category and questionnaire.
    2. Select the specific question you want to analyze (e.g., “Memastikan tidak ada bau gas CK bocor”).
  • Step E: Select Users (Optional):
    1. Click the “All Users” dropdown (which is the default).
    2. To filter by a specific user, select their name from the list (e.g., “Angristya Pinakasti”). Leave as “All Users” for a broader view.
  • Step F: Select View By / Date Range:
    1. Click the “View by” dropdown (e.g., “This Year,” “Custom”).
    2. If “Custom” is selected, use the interactive date pickers to define your desired start and end dates.
    3. Automatic Update: The system will automatically apply your chosen filters, and the charts and table will refresh to display the relevant data.

3. Analyzing Visualizations and Data 📊

  • User Answers Bar Chart: Observe the bar chart to see the count of “Yes,” “No,” and “N/A” answers for your selected question within the filtered timeframe. Hover over each bar to see the exact tally (e.g., “Yes Tally: 8”).
  • Percentage Pie Chart: Quickly grasp the percentage breakdown of the answers from the pie chart.
  • Answer Details Table:
    • Scroll through the paginated list to view individual responses to the selected question.
    • Review the “Name” (User), “Date,” “Site,” and “Answer” columns for granular insights.

4. Exporting Data ⬇️

  1. Initiate Export: Click the “Download .csv” button, located at the top right of the data display area.
  2. File Download: A CSV file containing the data from the “Answer Details” table will be downloaded to your device (e.g., Yes_No_2025-05-26-2025-06-01.csv).
  3. External Analysis: Open the CSV file in a spreadsheet program (like Microsoft Excel or Apple Numbers, as shown in the video). The file will typically include columns such as Date, Questionnaire, Category, Question, User, Site, and Answer, enabling further manipulation or custom charting.

⚙️ Configuration & Customization

The “Trends - Question Answers” feature is highly customizable through its filtering system:

  • Filter Selection: The primary method for customizing your analysis is by selecting different combinations of Questionnaire, Question Category, Question, User, and Date Range. This allows for extremely targeted insights.
  • Question Type Tabs: Provides the flexibility to focus your analysis on specific types of questions, ensuring the appropriate visualization and data presentation.

🔗 Related Features & System Connections

The “Trends - Question Answers” feature is deeply integrated within the Nimbly analytical ecosystem:

  • Executive Summary & Operational KPI Dashboards: While these provide higher-level aggregated views, this “Trends” feature offers the crucial ability to deep-dive into specific question responses, providing granular context.
  • Questionnaire Management System: This feature relies heavily on the structured data and content of questionnaires defined and managed within the Nimbly system.
  • Audit/Report Submission System: This is the direct source of all the answer data being collected and subsequently analyzed within this feature.
  • User & Site Management Systems: Provide essential contextual data for filtering and analysis by user and site.
  • Data Export Service: Facilitates the seamless downloading of data in CSV format for external processing.

✅ Best Practices: Optimize Your Trend Analysis

To get the most meaningful insights from “Trends - Question Answers,” consider these best practices:

  • Be Specific with Filters: To ensure focused and actionable trends, always start by selecting a specific Questionnaire and Question. Analyzing “All Users” initially can provide a broad overview before you drill down to specific users if needed.
  • Use Appropriate Date Ranges: Select a date range that is highly relevant to the trend you are trying to identify. Use shorter ranges (e.g., a few weeks) for recent changes and longer ranges (e.g., months or a year) for identifying longer-term patterns and seasonal shifts.
  • Analyze Different Question Types: Don’t limit your analysis! Explore trends across various question types (Yes/No, Score, Multiple Choice, etc.) to gain a holistic understanding of performance.
  • Correlate with Other Data: If you observe a negative trend for a specific question (e.g., an increasing number of “No” answers for a critical compliance check), correlate this finding with overall site performance, related issue reports, or other dashboards to identify root causes.
  • Export for Deeper Analysis: For more complex data manipulation, custom charting, or integration with external business intelligence tools, utilize the CSV export functionality.
  • Iterative Refinement: If the dashboard initially displays “No results,” don’t give up! Systematically adjust your filters (e.g., broaden the date range, select a different questionnaire or question, or check different question type tabs) until relevant data is displayed.

Video:

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