Main use
In the Dashboard, you can create VARIABLES which allows you to combine different options from existing questions for analysis purposes e.g adding filter and using in crosstab as a new stub or header.
Creating VARIABLE is similar to creating a Virtual Question on the Question Builder page.
To learn more about filters click the article here.
To learn more about crosstabs, click the article here.
How to set it up?
1. You can use the Analysis Variable feature on both the Report or CrossTab pages, by clicking the first blue box on the right side. Then click Add New Variable
2. Input the name of the new variable in the New Variable field (For example Net Scores). This will be the label of the variable when you select it as Filter or use it as stubs/header in the Crosstab.
3. Input the name of the new option in the Reference Label field (for example Top 2 Box Scores)
4. To start making the new option, select the SOURCE question (labeled in the box as IF SOMEONE ANSWERS TO)
5. Then select the CONDITION you want to apply. The conditions vary per question type. (See further below for the different conditions).
6. If you want to add another option (for example Bottom 2 Box Scores), just click New Option and do steps 3-5 again.
7. If you have added all the options, click Save Variable.
Please note: It might take time to process the Analysis Variable for all of the respondents. The filter will not appear right away
8. The new variable will show up and you can still edit this by clicking the ellipsis button.
CONDITIONS PER QUESTION TYPE
a. If the source question is a Single Choice and similar questions, then the default conditions are:
| Single Choice Also for Rating / Scale / Map / Single Choice Popup Cards / Tradeoff Ranking / NPS Plus/ Virtual Question | LOGIC |
| INCLUDES | If choosing the defined options from the source question |
| does not INCLUDES | If NOT choosing the defined options from the source question |
| is Displayed | if the question is displayed/asked |
| is NOT Displayed | If the question is NOT displayed/asked |
Please note in the Tradeoff Ranking Question, INCLUDES and does not INCLUDE applies to the Top Choice only. For example, the user can set up a logic where a Tradeoff Ranking Question INCLUDES Ford or Tesla in the Top Choice.
b. If the source question is an Multiple Choice and similar questions, then the conditions are
| Multiple Choice Also for Rank Order / Multiple Choice Popup Cards / Virtual Question | LOGIC |
| INCLUDES | If choosing the defined options from the source question |
| does not INCLUDES | If NOT choosing the defined options from the source question |
| number of selected value GREATER THAN | If number of selected options is greater than the custom value |
| number of selected value EQUALS to | If number of selected options is the same as the custom value |
| number of selected value LESS THAN | If number of selected options is less than the custom value |
| is Displayed | If the question is displayed/asked |
| is NOT Displayed | If the question is NOT displayed/asked |
Please note in Rank Order Question: Users can specify a specific rank order after INCLUDES and does not INCLUDE options. For example, you can set up a logic where a Rank Order Question (Total Selection) INCLUDES POWER in the 1st rank. They can also set up a logic where a Rank Order Question (Total Selection) INCLUDES POWER in ANY rank order.
c. If the source question is a Numeric mentions, then the applicable conditions are:
| Numeric Question | LOGIC |
| Greater than [numeric] | If answer is greater than the custom value |
| Greater than OR EQUALS [numeric] | If answer is greater than or EQUALS the custom value |
| Equals [numeric] | If the exact answer is custom value |
| does not Equals [numeric] | If the exact answer is NOT the custom value |
| Less than [numeric] | If answer is less than the custom value |
| Less than OR EQUALS [numeric] | If answer is less than or EQUALS the custom value |
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