How do I 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

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