The create quota
tag uses the specified label (ID) and description to create a quota variable when added to a question.
1. What is your gender identity?
type: radio
create quota: QGENDER { desc: Gender Male/Female/Other }
1. Male
2. Female
97. Other
Details
- The
create quota
tag requires a quota variable ID and a description in adesc
decorator. - The question's option set is used as the quotas options. If a
term: y
decorator is added next to an option, it is automatically excluded from the quota's option set. - Radio questions generate single-select quotas. Checkbox questions generate multi-select quotas.
- Multi-select quotas default to the maximum allowed selections by the question it's based on.
- The
create quota
tag supports inclusion/exclusion syntax, e.g.,create quota: QGENDER [1,2]
andcreate quota: QGENDER -[97]
. - It also accepts conditional "if statements" within the square brackets, e.g.,
create quota: QGENDER [if [id]<97]
. - Multiple create quota tags can be used on a single question.
- The
cross by
decorator can be placed directly inline with thecreate quota
tag to create a crosslist quota. - Quotas are managed in the Quotas applet.
Tip! When creating quotas in a survey, there are several standard tags available, along with additional tags that can enhance functionality to meet your needs. See Common quota tags for more information.
Quotas in reporting
Derived quotas appear in the Quota variables chapter of the reporting field tree. To place a quota in a different chapter, use the quotachapter
tag and specify the chapter label. When using the quotachapter
tag, only the quota moves to the specified chapter; the question remains in its original location. Make sure the chapter is defined first with the define chapters
widget.
Respondents receive a status of 'T' ("Terminated") if they fail to qualify for a quota. If they qualify but the quota is full, they are marked as 'Q' ("Over Quota"). The oq
variable tracks over quota data, and the oq text
tag can be used to add a custom description (e.g., oq text: Gender Quota
).
Additional examples
Multiple tags with inclusions
In the example below, two separate quotas will be created, QGENDER and QGENDER2. QGENDER will collect data only for those respondents that select 'Male' or 'Female' while QGENDER2 captures all respondents, including those that select 'Other'.
define chapters S. SCREENER 1. What is your gender identity? type: radio create quota: QGENDER [1,2] {desc: Gender Male/Female} create quota: QGENDER2 {desc: Gender All} 1. Male 2. Female 97. Other
Crosslist quota with 'cross by'
At QS2, the cross by
decorator is placed inline with the create quota
tag, creating a crosslist quota that crosses QS2's income options with the country options from QS1. Exclusion syntax then filters out option '97' from the quota option set.
S1. What country are you in?
type: radio
1. US
2. UK
97. Other {term: y}
S2. What is your income?
create quota: CNTRY_INC {desc: Country x Income} {cross by: QS1 -[97]}
type: radio
1. -29,999
2. 30,000 - 49,999
3. 50,000 - 99,999
4. 100,000 - 349,999
5. 350,000+
Option data
Another way to isolate a subset of options is to use a conditional phrase to reference option data from the set list
widget or sheet that used in the question. For example, the GENDERS list has option data to differentiate which options qualify for the quota QGENDER_MF versus the quota QGENDER_ALL. At QGENDER_MF, if the option data GENDERMF has a value of '1' for the option selected, the QGENDER_MF quota will be punched.
set list: GENDERS 1. Male {{GENDERALL: 1}} {{GENDERMF: 1}} 2. Female {{GENDERALL: 1}} {{GENDERMF: 1}} 97. Other {{GENDERALL: 1}} {{GENDERMF: 0}} 1A. What is your gender identity? type: radio optsfrom: GENDERS create quota: QGENDER_MF [if [GENDERMF]] { desc: Gender Male/Female } create quota: QGENDER_ALL [if [GENDERALL]] { desc: Gender All }
'chapter' decorator
By default, quotas created with create quota
are placed in the Quota variables chapter. You can assign a quota to a different chapter by placing the chapter
decorator on each quota as needed. Below, we have assigned both quotas to the SCREENER chapter.
define chapters S. SCREENER 1. What is your gender identity? type: radio create quota: QGENDER [1,2] {desc: Gender Male/Female} {chapter: S} create quota: QGENDER2 {desc: Gender All} {chapter: S} 1. Male 2. Female 97. Other
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