Introduction to Tabulations

Getting Started with the Tabulations Workspace

The Tabulations Workspace streamlines your process for creating, configuring, and exporting tabulated data tables. Follow these steps to build your project from start to finish, manage variables and banners, and customize your analysis.

Step 1: Click New Project to begin.

Step 2: Enter your project name and project ID.

Step 3: Click Create Project.

Step 4: Go to the Tabulations module.

Step 5: Upload your data file.

Step 6: Upload your task specification file.

Step 7: Click Continue to move to the data review page.

Step 8: Review and verify variable groupings on this page. Click Continue when finished.

Step 9: In the Tabulations Workspace, head to the Tabulations Agent and choose the Quick Action item to figure crosstabs.

Step 10: Wait for the AI to configure the crosstabs, then click Generate.

Step 11: Review your generated tables.

Step 12: Click the Export button, choose your preferred export format, and save the Excel file.