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uncrossed punch summary tag

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The uncrossed punch summary tag creates a variable that records the summary of the selected options from an individual list. This tag is used in conjunction with the cross by tag.

set list: COUNTRIES
1. US
2. UK

CNTRY. Automatically populated country variable
type: radio
invisible: y
optsfrom: COUNTRIES
dvalue: 2

set list: ADS
1. Ad 1
2. Ad 2
3. Ad 3

AD. Assigned Ad by country
type: quotas
optsfrom: ADS
cross by: QCNTRY
uncrossed punch summary: QAD_SUM. Assigned Ad

In the example above, QAD selects a single option from the crossed ADS and QCNTRY lists (for example, 2_1. UK, Ad 1). The uncrossed punch summary variable QAD_SUM stores just the associated ad, in this example, Ad 1. The summary variable uses the ADS list as its option set by default because it is the list used by QAD.

Note: At this time, uncrossed punch summary is not supported with inline options. Use set list and an optsfrom list call tag instead.

Details

  • Apply the uncrossed punch summary tag to a closed-ended question or variable that uses the cross by tag. The tag will use the same option set as the question unless otherwise defined with the driver list decorator.
  • The tag's input should be the ID and description of the summary variable it creates. Using the example above, QAD_SUM is the summary variable's ID and the description appears as "Assigned Ad" in reports.
  • The uncrossed punch summary variable uses the same question type as the question on which it is based. For example, if it is placed on a type: coded multiple select variable, the uncrossed variable will also allow multiple selections.
  • Inclusion and exclusion filters used on the the cross by  tag will be carried over to the uncrossed punch summary.
  • Multiple uncrossed punch summary tags can be used on a single question. Use the driver list decorator to specify which list contains the options needed to create the summary variable.
  • The uncrossed punch summary variable appears directly after the question on which it is placed in the reporting field tree.

Note: uncrossed punch summary variable IDs do not include the leading 'Q' by default. If a leading 'Q' is desired, be sure to include it in the uncrossed punch summary tag as shown above.

Additional examples

Specifying a different list to use with 'driver list'

By default, the uncrossed punch summary variable uses the same list as its source question. However, you can use the driver list decorator to track a different list instead, for example, specifying LENGTH to store the length selected instead of the ad.

set list: ADS
1. Ad 1
2. Ad 2
3. Ad 3

set list: LENGTH
1. 15 seconds
2. 30 seconds
3. 45 seconds

AD2. Assigned Ad by length
type: quotas
optsfrom: ADS
cross by: LENGTH
uncrossed punch summary: QLENGTH_SUM. Assigned length {driver list: LENGTH}

Applying multiple summary variables

If more than two lists are crossed, you can create multiple uncrossed punch summary variables to record the option selected from each list. When there are multiple summary variables for a single question, you must use the driver list decorator to define the list for any variable not using the source question option set.

For example, adding a third list, LENGTH, to the cross by tag lets QAD select a quota from "ads by country by length." QAD_SUM stores the Ad selected, and QLENGTH_SUM stores the length (with its driver list specified), while the country is already tracked by QCNTRY. Since ADS is the list attached to QAD directly, it doesn't need additional list specification for its summary variable.

set list: COUNTRIES
1. US
2. UK

CNTRY. Automatically populated country variable
type: radio
invisible: y
optsfrom: COUNTRIES
dvalue: 2

set list: ADS
1. Ad 1
2. Ad 2
3. Ad 3

set list: LENGTH
1. 15 seconds
2. 30 seconds
3. 45 seconds

AD. Assigned Ad by country and length
type: quotas
optsfrom: ADS
cross by: QCNTRY, LENGTH
uncrossed punch summary: QAD_SUM. Assigned Ad
uncrossed punch summary: QLENGTH_SUM. Assigned Length {driver list: LENGTH}

Caution! Be cautious when crossing three or more lists, as they can lead to complex and extremely large data structures.

Creating a multiple selection summary variable

The uncrossed punch summary variable will punch multiple selections if the source question is also multiple select. In the example below, QSIZE will record all selected options from Q2.

1. What products have your purchased from this brand?
type: checkbox
1. Hair repair treatments
2. Hand lotion
3. Body lotion
4. Face lotion
97. Other {autoother: y}

set list: SIZES
1. Small, 4 ounces
2. Medium, 8 ounces
3. Large, 16 ounces

2. What sizes do you typically buy?
type: checkbox
optsfrom: SIZES
cross by: Q1
uncrossed punch summary: QSIZE. Sizes purchased

Excluding or including an option

To include or exclude an option in the uncrossed punch summary variable, apply the change directly to the crossed lists so that the exclusion filters carry forward, as shown in the cross by tag at QAD. If an excluded option was previously selected in a list, the summary variable will be blank.

set list: COUNTRIES
1. US
2. UK
97. Other

CNTRY. Automatically populated country variable
type: radio
invisible: y
optsfrom: COUNTRIES
cvalue: url_param('c') || 97

set list: ADS
1. Ad 1
2. Ad 2
3. Ad 3

AD. Assigned Ad by country
type: quotas
optsfrom: ADS
cross by: QCNTRY -[97]
uncrossed punch summary: QAD_SUM. Assigned Ad

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