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Comparison

This guide explains how to use the Comparison feature in Family Navigator to compare different groups and analyze their performance across various categories and subcategories.

Overview​

The Comparison page allows you to select multiple comparison groups and visualize their performance data side-by-side using interactive bar charts. You can compare existing groups or create custom dynamic groups based on specific criteria.

Accessing Comparison​

  1. Log in to the Family Navigator application.
  2. Navigate to the "Comparison" section from the main menu.

Comparison menu item

Selecting Groups for Comparison​

Step 1: Choose Existing Groups​

Use the multi-select dropdown to choose from existing comparison groups.

Group selection dropdown

  • Click on the dropdown to see available groups
  • Select multiple groups by checking the boxes
  • Groups will appear as chips below the dropdown

Selected groups display

Step 2: Compare Selected Groups​

Once you have selected your groups, click the "Compare" button.

The system will process the data and display comparison results.

Create Custom Dynamic Groups​

If you need to create a custom group on-the-fly:

  1. Click the "Add Custom Group" button
  2. Fill in the group details in the modal

Add Custom Group button

Custom Group Creation​

Group Name: Enter a descriptive name for your custom group.

Criteria Selection: Choose the criteria for grouping users:

  • Industry: Group by industry type
  • Employee Size: Group by company size
  • Generation: Group by enterprise generation
  • Family Generation: Group by family generation
  • Revenue: Group by revenue range
  • Account: Group by specific account
  • Constituency: Group by constituency (requires account selection first)

Criteria selection dropdown

Specific Criteria: Select the specific value for your chosen criteria.

For Constituency criteria, you'll need to:

  1. First select an Account
  2. Then select the specific Constituency

Constituency selection flow

Create Group: Click "Create Dynamic Group" to add it to your selection.

Create dynamic group button

Results Display​

Results are organized by categories, with each category showing subcategories in a grid layout.

Comparison results overview

Category Organization​

Each category has:

  • A colored header matching the category theme
  • Subcategories displayed in a 3-column grid on desktop, single column on mobile

Subcategory Charts​

Each subcategory shows:

  • A vertical bar chart comparing group performance
  • Group names with their assigned colors
  • Download button for individual charts

Sorting Options​

Use the "Sort by" dropdown to reorder the bars in each chart:

  • Default: Original order
  • Alphabetical: Sort by group name A-Z
  • Ascending: Sort by score low to high
  • Descending: Sort by score high to low

Sort options dropdown

Downloading Results​

Individual Chart Downloads​

Click the download icon next to any subcategory title to download that specific chart as an image.

Individual chart download button

Full Report Download​

When all data is loaded, a "Download PDF" button appears in the top-right corner.

PDF download button

This generates a comprehensive PDF report with all comparison charts.

Error Handling​

No Groups Selected​

The Compare button is disabled until at least one group is selected.

Data Loading Errors​

If data fails to load, error messages will appear with details.

Performance Considerations​

  • Large numbers of groups may take longer to process
  • Consider limiting selections to 5-7 groups for optimal performance
  • PDF generation may take additional time for complex reports

Best Practices​

Group Selection​

  • Choose groups with meaningful differences for insightful comparisons
  • Limit to 3-5 groups for readability
  • Use descriptive names for custom groups

Troubleshooting​

  • Compare Button Disabled: Ensure at least one group is selected
  • No Results Showing: Check that selected groups have associated user data
  • Charts Not Loading: Refresh the page and try again
  • PDF Download Failing: Try downloading individual charts instead
  • Custom Group Not Creating: Verify all required fields are filled