Applying Segmentation in Omni

To drill down to a deeper understanding of your results, you may segment results based on specific answers, metadata elements, or data sets of your choice. Segmentation can be applied to one, some, or all questions in your report.

Here’s how:

1. In the Omni Report hover over a question you’d like to segment. For example, “How satisfied are you working for us?”
2. Click on the three-dot menu to the right of the question.
   
3. Click Apply Segmentation.
   

   You cannot apply segmentation on Text Box and Ranking questions. Open-ended questions with numerical response can be segmented for their statistical value or mean graph.

4. Choose whether you wish to segment results based on answers or metadata elements or to create segmentation data sets.
   • Segment results based on answers or metadata elements: If you wish to segment results based on answers or metadata elements, choose the item you want to use for segmentation. For example, ‘What is your department?’.
     

     Text Box, Ranking, and Numeric Allocation questions can not be used to segment.

   1. Choose your segments by selecting the answer options.
      
   2. Choose to merge or rename Answer Options used for segmentation by clicking on Merge or Rename Answer Options. From here, edit text or select answers and click the merge icon.
      
   3. Review your results. To see the segmentation applied, click on the segment icon next to the question. You may also edit the segmentation conditions.
      
   • Create Segmentation data sets: You can create up to 10 data sets for comparison, and up to 10 conditions may be used to define each data set.
     1. By default, two data sets will appear, but more data sets may be added. Name each data set and select the first defining question or metadata element.
        
     2. Apply your preferred condition and select the answer options accordingly.
     3. Select more questions or elements and relevant answer options to complete your requirements.
     4. Set logic for these conditions in order to create your first data set.
     5. Add up to 10 data sets.
     6. Then, click Apply to compare those data sets.
        
     7. Review your results. To see the segmentation applied for the data sets, click on the segment icon next to the question. You may also edit the conditions applied.
        

     Segmentation can be applied based on the Score of rating questions.