How to Create and Manage Variable Subsets (New in Beta)?

Create a Variable subset

Here you see how to create a single Variable subset, in the next chapter you see how to bulk create variable subsets.

Pre-request, Variable subsets can only be created after the Variable subset definition has been setup (see previous chapter for how to make setup the Variable subset definitions).

Click here to start creation of a new Variable subset.

Here we see the page for creating Variable subset.

To create the subset (see image further down);

• Enter the name of the Variable subset
• Tick the questions to be shown when this Variable subset is used as a filter in the reporting
• Tick the answers to be shown when this Variable subset is used as a filter in the reporting (the answer grid is shown in below the question list)
• Select the what should happen with future added questions and answer blocks that are affected by Variable subset filtering, should these be included or excluded by default in this subset
• Click Save

Tip: In projects where you for example create a Variable subset for each brand you can use the “Auto-select option” if the questions and answers have the brand names in the labels or the codes. Below you see an example of this.

Here we see how the 3 questions and 1 answer were selected automatically when “Auto-select” was ticked. Auto-select is not automatically applied to future added questions and answers, it is basically a search only applied in the moment you click the button.

Tip: To bulk update items in the grid, select all rows to be updated and open the content menu via right click and select the option to be applied to all rows.

Here we see the context menu when creating a Variable subset.

Bulk create Variable subsets

In this chapter you see how to bulk create Variable subsets which saves you a lot of time. The bulk creation option can be used if the questions/answers to be included in each Variable subset contains the brand name (or any other unique identifier) in the code or the text.

Pre-request, Variable subsets can only be created after the Variable subset definition has been setup (see previous chapter for how to make setup the Variable subset definitions).

Click here to start bulk creation of new Variable subsets.

To bulk create the subset (see image further down);

• Enter the name of the first Variable subset to be created. As soon as the name is inserted you see number of questions and answers that matches the search criteria, these will be included in the subset automatically. You can also click “View” to see which questions and answers that will be included
• Repeat the steps above for each Variable subset to be created
• Select the option for what should happen with future added questions and answer blocks that are affected by Variable subset filtering, should these be included or excluded by default in these new subsets
• Click Save

Here you see the bulk creation page.

Tip: if you have a lot of Variable subsets to create, use the bulk pasting option shown below. Paste the names of subsets to be created in the text box as one name per row. The entered text will be used as the subset names and for auto-selecting questions and answers with matching text.

Here we see the bulk creation option.

Edit Variable subsets and change sort order

All created Variable subsets are shown in the Variable subset page as shown below. From here you can:

• Edit a Variable subset by clicking the Edit icon in most right column
• Update the name of the Variable subset by entering the name field
• Delete a Variable subset by clicking Delete icon in most right column
• Delete multiple Variable subsets by selecting all of them and open the context menu, via right click, and use the Delete option
• Update the sort order of the subsets via any of the following tree options
  1. drag and drop
  2. enter the desired sort order number in the Order column
  3. Select the subsets to sort alphabetically and use the option “Sort Variable subsets” in the toolbar above the grid.

Here we see the list of all created Variable subsets.

Edits from Questions page

You can now also edit which Variable subsets a question/answer is included in from the Questions page. To do that enable the Variable subset column vi the column menu in top right corner above the Questions grid. In this new column each question has any of the following statuses:

• Yes, answer block level = the answer block of the question is used in Variable subset filtering (ticked in the Variable subset definition page). As an example, see “Current operator” in the image below.
• Yes, question level = the question is used in Variable subset filtering (ticked in the Variable subset definition page). As an example check “Brand consideration Dapresy Telecom” in the image below.
• Yes, question and answer block level = both the question and the answer block are used in Variable subset filtering (ticked in the Variable subset definition page).
• Not affected = either the question or the answer block is used in the Variable subset filtering. As an example see Gender and Age group in the image below.

Here we see the new Variable subset column in the new Questions page. Note you have access to this column only if you have access to the new Variable subset page.

To change which Variable subsets a question or an answer is included in enter the link, in the Variable subset column, and in the popup page you see which Variable subsets the question/answer is included in.

Here we see an example, as shown the Question Dapresy Telecom is included in one Variable subset only.