How do I group respondents into categories in my specific case? | XM Community
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I have multiple Likert Matrix Table questions that each have 5 different answer options and multiple statements. I want to classify each respondent into one of two categories (“complaints” and “no complaints”) based on their answers to these questions so that I can later see the percentage of respondents that have been classified into the “complaints” category for each question (not each statement!). I want to classify a respondent into the “complaints” category if they choose any of three answer options for these questions on at least one statement within each matrix table question and classify them into the “no complaints” category if they do not choose any of these three answer options on any of the statements in the question. I want to do that for each of my matrix table questions so that for each question, respondents are grouped into one category. I have no clue how do to that, could someone help me out?

Scoring can be one of the way to approach this.

Hi @anna.hoffmann 
You can use some branch logics in your survey flow.

STEP 1: 

Create a matrix question as per your requirement.

STEP 2: 

Let’s say ‘a’, ‘b’ and ‘c’ are the three answer options on the basis of which category will be assigned. Create branch logics as shown for all the statements with ‘or’ operator in between and similarly create embedded data based on it.
For Q1, I have created ‘Q1_Category’ which will have 2 values ‘complaints’ and ‘no complaints’. Second branch logic is created as if Q1_Category is not equal to complaints it will be assigned as ‘no complaints’.
Repeat the same steps for all your remaining matrix questions and create different embedded data (Q2_Category, Q3_Category, Q4_Category, etc.) accordingly.

 

@omkarkewat thanks for the explanation! Does this process also work retrospectively on already collected data?

@anna.hoffmann No, unfortunately it doesn't.

@omkarkewat too bad, I already have collected all my data. But thanks anyway

@anna.hoffmann you can use data analysis tab to filter the required responses (according to your need that fulfills the 'category' condition) and then manually edit the those responses with the desired category value. 

NOTE: This can be risky as you'll have to be very careful to make sure that you do not mess up with the other values.

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