The Recalculate Fields applet lets you alter the data for any variable or quota that includes cvalue
or selectby
tags. It's helpful for recoding existing data when option logic changes or for populating previously blank fields.
To access the Recalculate Fields applet, go to Analyze > Data Management > Recalculate Fields in the survey navigation menu.
Using the applet
The Recalculate Fields applet works with the latest published version of a survey.
First, use the Records & Filters to specify which respondents should have their data recalculated. Filters can be combined as needed.
If you check Data Cut, you can select previously created data cuts from a dropdown list to apply. To create a new data cut, click the wrench icon, which opens the Expression Builder.
Next, select the Fields to Recalculate.
Finally, choose whether to Recalculate fields that already contain data. If the option is unchecked, it populates only empty fields, ignoring those that already contain data. If checked, recalculating will overwrite fields that contain existing data.
On the next screen, review the list of fields to be recalculated, then click Re-calculate to continue. If need be, you can cancel the recalculation on the final screen.
After the recalculation process is complete, it's important to verify that the survey's data has been repopulated correctly by checking the data in a report or export.
Tip! When recalculating quotas, only "open" quotas are eligible to be punched. Carefully check all quota caps in the Quota Manager before and after recalculating data.
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