Response buckets

Buckets transform response options from the values defined in the survey source into different values for reporting purposes. These proxy values are defined in a survey spreadsheet, and the values only apply to the Topline summary tile for which the feature is enabled. Actual raw survey data is not modified. In addition to individual options, buckets also allow option ranges to be distilled into different numeric values, and those values may be positive or negative, exclusive or overlapping. The most common application of this feature is for NPS reporting.

Using buckets

To enable buckets, you must have a question to which they could logically apply. Consider the following typical NPS scenario.

Code

setdefaults
required: y
 
setlist: BRANDS
1. Brand X
2. Brand Y
3. Brand Z
 
1. Which of these brands do you use most frequently?
type: radio
optsfrom: BRANDS
 
block: <<END

2_%%ID%%. On a scale of 0 to 10, how likely are you to recommend %%TEXT%% to a friend or colleague? 
class: nps
desc: NPS | %%TEXT%%
headings: Not at all<br> likely, Extremely<br> likely

END
inline: n
list: Q1

Reporting Tile

The average values display by default in the Q2 tile. Actual NPS values are not just averages, however. They are calculated by transforming each response thusly:

Score	Value
0 to 6	-1
7,8	0
9,10	1

Create a spreadsheet

To use buckets to accomplish this, create a spreadsheet which specifies the original values, their transformations, and descriptions of the new buckets. The formatting of the sheet must contains these columns:

id - This column contains the new option/value. These can be any whole number.
description - A description of the bucket.
elements - the original option IDs to include in the bucket. Multiple elements are separated with commas, and ranges may be defined with a two period ellipsis (..).

To determine the compatibility of a given "buckets_" sheet, the sheet's options must perfectly match the question options of the given Topline tile. A Topline tile for a scalar question with a five point scale will not show the NPS sheet described in this example, because there are options in the NPS buckets sheet that do not exist in the question. Likewise, a question with more options than are represented in a "buckets_" sheet will also not show that sheet in the corresponding Topline tile. All options must be represented, and no additional options may be present.

For this example, the sheet looks like this.

id	description	elements
-1	Detractor	0..6
0	Passive	7,8
1	Promoter	9,10

For the system to recognize the sheet, the file name must be prefixed with "buckets_". Sheets are uploaded via the Sheets applet. For more information about creating and uploading sheets, see Survey spreadsheets.

Find option in Topline gear menu

Once the sheet is uploaded, select the Gear icon > Analyze > Response Buckets, which reveals a list of all sheets with a 'Buckets_' prefix. In this example, the file is named "Buckets_NPS," so the menu shows the NPS buckets sheet.

Selecting the sheet applies the transformed values to the tile.

Related to

Search

Using buckets

Create a spreadsheet

Find option in Topline gear menu

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