How do I setup and edit Inclus visualisation page

Created by Matias Sarvanne, Modified on Mon, 11 Sep, 2023 at 10:40 AM by Matias Sarvanne


When using existing Inclus templates, there are usually ready-made examples of different result views. If you want to add new result views just click the add new result view button and choose from these different options:

        

  • Scatter plot: works best with results with more than two criteria.
  • Cumulative bar plot: basic bar plot visualisation with simple way to organize the risks with total risk score) 
  • Radar chart: Spider web-like visualisation that works best with three or more criteria
  • Result table: traditional view of risks in table and downloadable to Excel. 
  • Comments: new result component that allows you to see all comments in a list under risk categories..


All result views can be filtered with the default filters:

  • Session filtering enables to see the assessment results in different time points, or combine the time points to create the average results from all sessions
  • Category filtering allows to view the risk per category, for example only strategic risks 
  • Risk item tags allows to filter the view by different tags - for example if critical risks have been added critical tag.
  • Group filter allows to view the risk data and deviation of answers from different answer groups.


When building a default result view(s), remember to save any changes from the save button in the top right corner:





Scatter plot:

Click the link below to read what can you do with the Scatter plot result view:

What can I do in the scatter plot? : Inclus.com (freshdesk.com)




Cumulative bar plot: 



Organize the results based on total risk score clicking the Total score:





Organize the results based on one criteria for example risks with biggest impact clicking the impact criteria title:



See the individual answer results and comments per risk by clicking risk name: 


You can choose which criterias are shown in the bar plot by checking them active or unactive under the bar plot. 



Radar Chart: 


Click the risks on the right to view them individually





Click the comment bubble next to the risk dot to see all the comments for that value. 






Navigate to the next risk or previous risk with arrows - if you want to go back to the overview, click the show all button




Result table


With result table you can edit the visible contents by clicking the edit columns button 




You can also export the data to excel when clicking the button below the result table:



By clicking this symbol below the criteria name you can sort the values in ascending or descending order. You can sort the order also by Averages or Total comments.


Comments: 



New visual component Comments allows you to go through the additional comments by risk category and create a summary from the comments. If you have AI enabled in your Inclus project, you can easily make AI generated summary and of course edit it later if needed.







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