Crosslist quotas

Crosslist quotas are simply quotas that use a crosslist as its option set.

Please see the example code below and its corresponding quota found in the Quotas applet.

SAMP. Sample type (Cap 10 assigns 20. Cap 10 + 20 assigns 30)
type: quotas
selectby: weight,counts
chapter: S
10. Rep. sample {weight: 100}
20. Augment {weight: 10}
30. Over sample {weight: 1 + $QOSAMP*100}

GENDER. What is your gender?
type: radio
1. Male
2. Female
97. Other {autoother: y}
98. Prefer not to answer {term: y}

setlist: GENxSAMPX
crosslists: QGENDER-[98],QSAMP

GENxSAMP. Gender by Sample
type: quotas
optsfrom: GENxSAMPX

Details

• To create a crosslist quota, first define your crosslist. Crosslists are built by combining options from two or more lists or questions into a single list with the crosslists tag.
• Then, create an independent quota with the type: quotas tag and call (reference) the crosslist in the optsfrom tag.
• Crosslist quotas are organized in a table format. 
• The order of lists in a crosslist affects how quota tables and graphs are displayed. The first list forms the rows in the quota table. The second list forms the columns.
• Crossing three lists results in rows formed by the first list and columns combining options from the second and third lists in sequence. For example, crosslists: INCOME, GENDER, AGE would create combinations like:
  • • Row: "Less than $25,000"
    • Column: "Male, 18-24" to "Female, 65+".

Practical considerations

• Large crosslists: Avoid crossing more than three lists to prevent unwieldy tables.
• Custom layouts: Add crosslist tile: n to display crosslists as standard quota rows, instead of a table format. 
• Descriptions: Crosslists inherit and combine desc decorators, which can help simplify labels for rows/columns.

Managing crosslist quotas

Crosslist quotas are managed similar to regular quotas in the Quotas applet. To set or alter a quota target, click into the cell corresponding to the quota group you wish to change. Then, enter your new maximum target. Click outside the cell, or press Tab or Enter, to save the new maximum. 

The quota table shows progress for each combination as a fraction (e.g., "53/100" for 53 completes out of 100 respondents). Cells change color based on progress:

• • No color: 0% - 49.99%
  • Green: 50% - 79.99%
  • Yellow: 80% - 89.99%
  • Orange: 90% - 99.99%
  • Red: 100% or above.