Creating and Editing Cross Survey Views

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Follow these steps to create a cross survey view:

  1. Click the Cross Survey Views tab on the project page.
  2. Click the New button.

DM_CrossSurveytab.gif

  1. Type a name and optional description for the cross survey view, then click OK.

DM_CrossSurveyProperties.gif

Editing a Cross Survey View

To edit a cross survey view:

  1. Go to the project that contains the view.
  2. Click the Cross Survey Views tab.
  3. Click the Edit link next to the name of the view you want to edit.

Only the creator of the cross survey view can edit it, users cannot edit cross survey views created by others.

Adding a Survey to a Cross Survey View

DM_CrossSurveyAddSurvey.gif

To add items to the cross survey view:

  1. Click the Add Survey icon DM_CrossSurveyAddSurveyicon.gif to add a survey to the view.
  2. From the list on the left, choose the project containing the survey to add.
  3. From the list on the right, choose the survey to add to the view.
  4. Click OK.
  5. Follow the steps for adding a question below.

DM_CrossSurveyChooseSurvey.gif

 

When adding a new survey to a cross survey view that already includes a set of questions, Illume will automatically match questions on the new survey to existing questions that have the same name and data type.

Adding a Question to a Cross Survey View

After adding a survey to the cross survey view, follow these steps to add questions:

  1. Click the Add Question icon DM_CrossSurveyAddQuestionIcon.gif at the bottom of the survey column. This enables the adding of questions from the survey named at the top of the column.
  2. Choose one or more questions from the list of questions on this survey.
  3. Click OK.

DM_CrossSurveyAddQuestion.gif

Adding a Question Mapping

Whenever possible, Illume will automatically map questions in a newly added survey to questions in the cross survey view. Illume does this by looking for survey questions whose name and data type match the name and data type of an item on the cross survey view.

If Illume is not able to automatically map a question, or to change the mapping that Illume created, follow these steps:

  1. Click the name of the question you want to edit, or the edit question icon next to the name. If the question is not yet mapped, click the [Map] link.

DM_CrossSurveyMapping.gif

 

  1. Choose the question you want to map. Note that the only questions listed are those whose data type matches the data type of the cross survey view question.

DM_CrossSurveyMappingSelect.gif

  1. Click OK.

The question selected now appears in the cross survey view.

DM_CrossSurveyMappingAfterSelect.gif

Removing Surveys from the Cross Survey View

To remove a survey from a cross survey view, click the Delete Survey icon DM_CrossSurveyRemoveSurveyIcon.gif next the name of the survey to remove.

Removing Questions from a Cross Survey View

To remove a question from a cross survey view, check the box to the left of the question name in the far left column of the cross survey view grid, then click the Delete Question icon at the top.

DM_CrossSurveyRemoveQuestion.gif

Removing a Question Mapping

To remove a question mapping, click the Delete Mapping icon to the right of the mapping you want to remove.

DM_CrossSurveyRemoveMapping.gif

Data Type Restrictions

Like survey questions, cross survey questions have a data type. A cross survey questions’s data type is the type of the first question mapped to the variable. If the first question mapped to the virtual survey variable is a Whole Number, then the cross survey question is a Whole Number.

 

Once the variable’s data type is set, only other survey questions of the same data type can be mapped.

 

There is a little bit of flexibility in this rule. All numeric types are considered to be simply numeric; the variable mappings do not distinguish between “Whole Numbers”, “Decimal Numbers”, and “Whole Numbers = 0″. Mappings also do not distinguish between Text type questions (short text) and commentary questions (long text). Both are considered to be simply text.

 

The following table summarizes which type mappings are legal.

Data Type Can Map To…
Yes/No Yes/No
Text Text
Whole Numbers Whole Numbers
Whole Numbers = 0
Decimal Numbers
Whole Numbers = 0 Whole Numbers
Whole Numbers = 0
Decimal Numbers
Decimal Numbers Whole Numbers
Whole Numbers = 0
Decimal Numbers
Date/Time Date/Time
Date Date
Time Time
Currency Currency
Checkall Summary Checkall Summary