How to Use Roll-Up Interactive Charts Print or save as PDF

The Roll-Up Interactive (RI) Charts allow you to analyze and group data from selected schools or surveys and create your own custom reports.

This guide outlines:

Basic Features

1. Access your RI Charts
2. Manipulate your Data

a. General Options
b. Comparisons
c. Drill-downs

3. Add Charts to a Scrapbook

Advanced Features

1. Select Specific Sets of Data
2. Group your Schools: Clusters

Basic Features

1. Access your RI Charts

You can access the RI Charts two ways:

Option A

Under the My Reports menu, click on View Roll-Up Interactive Charts. On the next screen, select the year and school-level of data you would like to view.



Option B

From your View Reports page, click on the Report Available link under Roll-Up Interactive Charts. The next page allows you to select data from a specific survey, or divide schools into custom groups for comparison purposes.

The next page allows you to select data from a specific survey, or divide schools into custom groups for comparison purposes.



Important note

For immediate access to the charts, scroll to the bottom of the page and click Next. By default, all data from the selected year and level of survey at all schools will be included in your RI Charts.

See the Advanced Features section below on how to use the other features on this page.


On the following page, select the measures you want to display. You can include up to three measures at once.



2. Manipulate your Data
On the main RI Charts page, there are two dashboards that allow you to change the presentation of your charts.

The upper dashboard applies to all charts, while the left-hand dashboard applies to its respective chart.


Below is a description of each of the dashboard features:

A. General Options (upper dashboard only)

Roll-Up Clusters: This drop-down menu allows you to quickly switch the chart view between any different cluster groups you may have created. See Advanced Features below for more information.

Domain: If you want to display different measures, choose the “Re-select Measures” option from this drop-down menu and click on Refresh All Charts in the bottom-right corner of the upper dashboard.


B. Comparison (upper dashboard only)

Choose from three available comparison options to apply to all charts displayed: Replica School, National Line, and Year-over-year. Click on each option for more information.


C. Drilldown Variables (upper and left-hand dashboards)

You can break down charts by sex, grade, or any other demographic that was included during survey composing. You can also use any District MCQs as drill-down variables. See the following Knowledge Base n how to use these MCQs: Using Custom Multiple-Choice Questions as Drill-Down Variables.


When selecting drill-down variables, your graphs can become quite complex and difficult to interpret visually. By clicking the drop-down tab beside a given drill-down variable, you may select or deselect specific sub-populations to tidy up the chart and focus on a specific group of students.




Did you know? As you drill down to smaller and smaller sub-populations, you may encounter data suppression put in place to protect the anonymity of survey takers. Click here for more information.


3. Add Charts to a Scrapbook
RI Charts can be added to your Scrapbook by clicking on the camera icon in the top right-hand corner of each chart. For more information on how to use the Scrapbook feature, see How to Scrapbook.

Advanced Features


1. Select Specific Sets of Data
Before displaying your charts, you have the option to select or omit specific data sources.

Surveys to Include: Here you can isolate data from a specific survey if, for example, you conducted multiple surveys in the same school year.



Note: If you accessed the RI Charts for a specific survey from the View Reports page, only that survey will display.

Schools to Include: Immediately below the list of surveys is an expandable list of schools. You can choose individual schools and survey snapshots to include in the charts by checking or unchecking the respective boxes. By default, all schools and surveys will be checked.



2. Group your Schools: Clusters
Before displaying your charts, you can group your schools into what are called Clusters for comparison purposes. These clusters will divide your survey data into separate populations within the charts.

Default Cluster: When you first arrive on the Select a Roll-up Cluster page, all schools will appear in the Default cluster. Click Next at the bottom of the page to continue directly to the charts.



Create New Cluster: To divide schools by custom criteria, you have the ability to create your own clusters.



You want to create a cluster that will distinguish between large, medium and small schools in the charts. The steps below illustrate this example.

1. Click on the New button next to Create New Cluster.


2. Fill in the detail fields for your cluster:

The Cluster Name will be used as a title for the charts.
The Description fields give details about the categories.
The Label fields are abbreviations used as labels on the horizontal axis of the charts.


3. Once you have created and named all of the categories you require, click on the Create New Cluster button to save.

Did you know? You can edit a cluster by clicking on the pencil icon next to the cluster name. You can also delete a cluster by clicking on the eraser icon.


4. Next, assign school data to each of the categories. To do so, drag and drop each school from the Uncategorized column into the appropriate category. Select multiple schools at once by simply clicking on their names.


5. To finalize the cluster, click on the Apply change(s) button to save. Generate your charts by clicking on the Next button.


Below are several examples of the type of chart you can produce using clusters:




Did you know? The RI Charts were developed to allow educators the opportunity to analyze their data based on their own criteria. The ability to select specific schools and/or surveys, along with grouping schools into clusters, provides a large degree of customization when reviewing and organizing your results.