6.3.1 New flow
When creating a Variable subset in the old page you work with the entire set of question and answer blocks even if only parts of the questions/answer blocks should be affected by the Variable subset filtering in the reports.
In, for example, a brand tracker survey where you create a Variable subset for each brand you need to include all the questions/answers of the current brand but also all the non-brand related questions such as Age, Gender etc. in each subset. If these non-brand related questions are not included, they will not be shown in the reports.
In the new page, a new “Variable subset definition” step has been introduced where you first specify which questions and answer blocks to be affected by the Variable subset filtering. If we use the example from above where one Variable Subset is created for each brand, you will now, in the Variable subset definition step, select the brand related questions and answer blocks only, so, in the next step when creating a Variable subset you work with this smaller set of questions and answers only, which makes it easier to create subsets.
The image below demonstrates the difference in the old and new flow. At the top we see the old flow, you work with the entire set of questions and answer blocks when setting up a Variable subset. In the bottom you see the new flow, in the preparation step you specify which questions and answer blocks to be affected by the variable subset filtering and then you work with this smaller set when creating each subset.
The new Variable subset page is currently located as a sub-page in the navigation menu as shown in the image below.
Here we see the new Variable subset page in the menu.
Before you can create a Variable subset in the new page you first need to setup the Variable subset definition, i.e. selecting which questions and answer block that should be affected by the Variable subset filtering. In most projects image attributes and brand related questions are affected by Variable subset filtering while background/demographic variables and other non-brand related questions are not influenced by Variable subset filtering. The non-selected questions and answer blocks are always reported and not filtered by variable subsets.
Here we see the Variable subset page in a newly created project. As a first step you are prompted to make the Variable subset definition before you can create the Variable subsets.
Below you see the Variable subset definition page, instructions are shown further down.
In this Variable subset definition page tick all questions and answer blocks to be affected by the Variable subset filtering, the selected items will appear in next step when creating each variable subset. The image above comes from a brand tracker survey, a Variable subset should be created for each brand so brand related questions and answer blocks are selected only. The non-selected questions and answer blocks, such as gender and age, will not be effected by the Variable subset filtering and always be reported no matter what Variable subset that is selected in a report.
Tip, to bulk update items in the grid, select all rows to be updated and open the content menu by right clicking and select the option to be applied to all rows.
Here we see the bulk edit setting in the context menu.
Note: if Variable subsets have been created in the old page you still need to complete the Variable subset definition step to see existing Variable subsets in the new page.
We recommend that you enter the setup and tick the questions and answer blocks to be affected only, so you can use the full potential of the new pages for creating and editing Variable subsets.
In the top right corner of the page (see image further down) you select what the default setting should be for future added questions and answer blocks. You select between “Used in Variable subsets” and “Not used in Variable subsets”.
- Not used in Variable subset = newly added questions and answer blocks are always reported as they will not be affected by Variable subsets
- Used in Variable subsets = newly added questions and answer blocks will only appear in the reporting if these have been added to the Variable subsets selected in the report. Further down in this document you see that each Variable subset has a default setting for what should happen with newly added items that should be affected by Variable subsets.
Here we see the default setting for future added questions and answer blocks in top right corner.