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Dashboard Compat Levels

1:  Overview of the Compat Levels

The compat level for dashboards has been upgraded to 4.  By default, this level is used for newly created dashboards

Compat level 4: Allows responsiveness for larger and smaller screens. Grouping of Charts and Table.

Compat level 3: Combines local filters with global filters for charts and tables.

Compat level 2: Using the Crosstabs engine, this level provides substantially faster performance over the legacy system. 

Compat level 1: Uses the legacy Dashboard engine for rendering a dashboard. Existing dashboards remain at compat level 1 but can easily be upgraded to level 2, if desired. Click here for instructions.

2:  Performance

Dashboards that are created will now default to using the compat 4 engine, which has the latest responsive design as well as new dashboard grouping functionalities.

Existing dashboards will remain using the compat 1 (legacy) or compat 2 engine. A few notes in regards to earlier dashboard compat levels:

  • The (legacy) engine evaluates all Python code, so complex Python logic is welcome.
  • The compat 2 (faster) engine can compute a subset of Python code. This will dramatically increase dashboard calculations up to 100x. Notably, any code that you can use to generate logic in Crosstabs or the survey builder can be evaluated. See the section on Logic Syntax for more information.

You may toggle any dashboard to use any compat level using the drop down menu found in the dashboard editor.

2.1:  Differences in Compat 1 and Compat 2 Logic

There a few notable differences in the way Python logic is evaluated between the two compat levels. To illustrate the difference, examine the following 2D question:

<radio label="q1">
  <row label="r1">Row 1</row>
  <row label="r2">Row 2</row>
  <col label="c1">Col 1</col>
  <col label="c2">Col 2</col>
  <col label="c3">Col 3</col>
</radio>

Given this row logic added to a dashboard:  q1.r1

  • The "1 (legacy)" compat engine will evaluate the logic above to mean any column was selected for r1 except c1, because c1's value is 0 (False).
  • The "2 (faster)" compat engine will evaluate the logic above to mean any column was selected for r1, c1 or c2 or c3.

To be compatible in both systems, you should use the following logic:  q1.r1.any

  • The logic above will evaluate to mean any answered was selected for r1 in any way.

3:  About Compat Level 4

The new compat level 4 allows:

  • The dashboard to be responsive for larger or smaller screens. 
  • Grouping of charts and tables by using group and endgroup tags. All the charts/table enclosed with the group tag are shown in one container.
  • By using layout attribute in a group one can control how grouped elements are displayed in their container.
  • The keepwith=[id] moves the element into the same column as the specified element.

Click here for examples of the new features.

4:  About Compat Level 3

In compat level 3, global filters now work with local filters and both are used to filter data.  If you add global filters and then create a chart or table with a local filter, the dashboard shows the result of the global filter and local combined.

5:  About Compat Level 2

  With compat 2 dashboards you can apply per-record weighting:

  • globally to all surveys
  • a specific segment only

The per-record weighting means that each respondent has a Float type question that contains the weight to apply to the record.  If you are using Crosstabs, you could have already uploaded a file with one or more weights.  In that case, you can access the contents of the file in the nweight question but you can use any question you want for the weighting.

You can apply per-record weighting:

  • globally to all surveys
  • a specific segment only

5.1:  Applying Global Weighting

To apply global weighting use the following command:

weight vweight.r5.val

where r5 is the segment and val is the weighting value.

This command applies global weighting to any segment that does not have an explicit weight parameter.

5.2:  Applying Weighting to a Specific Segment

To apply weighting to a specific segment only, use the following:

banner Weighted versus Unweighted

segment weight=Unweighted

segment weight=vweight.r1.val Weighted (algorithm 1)

segment weight=vweight.r2.val Weighted (algorithm 2)

Note that weighting a segment overrides any global weight configuration, so it is a convenient way to compare weighted vs unweighted data for the same survey.

5.3:  Compat Level 2 Limitations

The Crosstabs engine complies expressions (e.g. q3.r1.any) into instructions and sends them to a virtual machine.  In contrast, the dashboard engine (compat 1) first evaluates the code in Python. In general, though, any logic condition that is created in builder, is supported by compat level 2.  Click here to learn more about the logic that is supported by the Crosstabs engine.

6:  Upgrading Existing Dashboards

To upgrade an existing dashboard, open the dashboard in edit mode and change the compat level, as desired.  Save the dashboard, run it, and review any errors.

6.1:  Updating Expressions

If the existing dashboard had complex Python expressions, those may generate an error. You can change those expressions into virtual questions to remove the error.

Also note that a few Python expressions may work but not as intended and changes may be required.

For example, if q1 is a 2D radio question grouped by cols, then the condition q2.c1 would (in builder's logic GUI, virtuals or with compat 1 dashboard) be true if the answer was non-zero . This means “None” (not answered) or 0 (row r1 selected) are both false answers.

For compat 2 dashboard, this is false only if q2.c1 is not answered and is true if the column is answered. 

To be compatible with both systems, use q2.c1.any for it to evaluate to true if c1 is answered in any way.

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