How to merge row or column categories in my charts

In some cases you will want to merge categories into larger or more robust categories for your charts.

Follow these steps:

  1. Select and right click the chart(s) in which you want to merge categories
  2.  The “Options wheel appears”
  3. Select “Edit question”. A “question editor” window will appear.
    1. If you have selected one question, the structure of this will appear.
    2. If you have selected more than one question, there will be a tab for each selected question
  4. For a single or multiple question, the question will appear with the rows only
    1. Select the response-rows you want to merge using the ctrl and shift button
    2. Select merge rows. A new category is created. The categories included in the merged categories are disabled.
    3. Optional: Override the new category text
    4. Optional: You may also enable the automatically original, disabled categories simply by checking them.
  5. For a single or multiple GRID question, all rows and categories are shown. You may merge both:
    1. Select the response-rows you want to merge using the ctrl and shift button
      1. Select merge rows. The original rows are disabled
      2. Optional: Override the new row text
      3. Optional: Enable the original rows
    2. Select the response-columns (not to be mixed with the chart-columns)
      1. Select merge columns. The original columns are disabled
      2. Optional: Override the new category text
      3. Optional: Enable the original columns

Note: The rows in a NUMERIC GRID, i.e. a numeric question with several rows, may NOT be merged in this manner. In that case you should create a “Custom question” using the filter builder.

Note 2: The merge categories will create the logical category “Having answered A OR having answered B OR having answered both A and B” (logically union). If you need any other combination you will need to create a “Custom question” using the filter builder