HOW IT WORKS

1

Add Projects
to your
Workspace

Easily organize new projects to your Workspace each designated to store data results independently from one another. Projects provide you with the flexibility you need to keep your work accessible and easy to find.

2

Smart Import
for your
Data

Need to upload a new wave of data into the same project but not sure about variable mismatches? Datafin checks for conflicts in the subsequent files you upload to a project saving you time and hassle. Made a mistake in the file you just uploaded? No worries, you can easily delete it, fix the error and reupload keeping your data error free. Best of all, uploads are lighting fast – even 50MB is no problem for Datafin.

3

Customize
Variable
Manager

Instantly view your uploaded variables organized by the most common types such as single, multiple response, rating and more. Adjust the way you want them to appear for reporting. Create new variables or group them customizing your data exactly how your clients expect. The best part? All your creations can be used for subsequent waves, so you only have to do it once dramatically reducing data processing time.

4

Exploring
with
Boards

Setting up regular reporting for a tracker or need to answer an ad hoc query? With Boards you can quickly and easily do both. A Board is a flexible container for storing Cards that contain your cross-tab analyses. Each Card produces results instantly  and can be further customized using dynamic filters, weighting, as well as adding a filterable control column. The entire Board can be both filtered and duplicated to allow for custom data views. Once created, Boards are saved and ready for the next data wave. They can also deliver all their data via API to PowerPoint allowing you to tell your story to clients. 

5

Display
Rules

Datafin has extensive significance testing options allowing you to use color or symbols to indicate significance. Setting a  threshold, and number formatting is standard. 

 

6

Share Data
with Anyone

Give access to manage a project, explore data in a Canvas or both  – it’s your choice with Datafin’s sharing capabilities. Our plans allow you to add a team member to help you manage your projects or invite clients to view prepared data in their own Board. 

7

Export to
Presentation
Tools

Datafin has partnered with PresentationPoint’s DataPoint plug-in to add PowerPoint capability. Our API will allow you to send your analyses to PowerPoint where you can easily connect it to graphs, text boxes and tables. Once set up, reports are always updated, filterable and exportable.