How to properly create a formula field using embedded data? | XM Community
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How to properly create a formula field using embedded data?

  • 10 January 2020
  • 8 replies
  • 323 views

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I am trying to create an embedded data field that takes the ratings of three questions (single select scale 1-5) and creates an average.

Efficient (Number) = ${q://QID2032/SelectedChoicesRecode}
Easy (Number) = ${q://QID2033/SelectedChoicesRecode}
Emotion (Number) = ${q://QID2034/SelectedChoicesRecode}

CX (Number)= $e{ ( q://QID2032/SelectedChoicesRecode + q://QID2033/SelectedChoicesRecode + q://QID2034/SelectedChoicesRecode ) / 3 }

It doesn't return any data. Is there something wrong in my formula?

Thanks,
Melissa
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Best answer by TomG 10 January 2020, 22:49

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8 replies

Userlevel 4
Badge +21
You should be able to do this through Scoring.
https://www.qualtrics.com/support/survey-platform/survey-module/survey-tools/scoring/
Userlevel 7
Badge +19
Scoring is a useful tool, but it doesn't allow for equations.

You should just need to add the ```${ }``` back in where you removed it. I think I also used to have issues with spaces, but I can't remember for sure. Try:

CX (Number)= $e{(${q://QID2032/SelectedChoicesRecode}+${q://QID2033/SelectedChoicesRecode}+${q://QID2034/SelectedChoicesRecode})/3}
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Thanks Kate...I tried it but still no data comes through.

Any other thoughts? I'm so frustrated...
Userlevel 7
Badge +27
> @Melissa_Kaiser_psu89 said:
> Thanks Kate...I tried it but still no data comes through.
>
> Any other thoughts? I'm so frustrated...

Your original equation is correct (spaces are required). The problem must be with your piped values. Some examples: they aren't all numbers (e.g. multi-select would be a comma separated list), it isn't a valid pipe for the question type(s), or the QIDs are wrong.
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Thanks Tom...you were right. I went back to my original equation and changed what I piped in. Now I see data for the most recent 6 responses but nothing beyond that. Is there some reason it doesn't show data for all my records? Is there something else I have to do?

Thanks so much for your help!
Melissa
Userlevel 7
Badge +27
> @Melissa_Kaiser_psu89 said:
> Thanks Tom...you were right. I went back to my original equation and changed what I piped in. Now I see data for the most recent 6 responses but nothing beyond that. Is there some reason it doesn't show data for all my records? Is there something else I have to do?
>
> Thanks so much for your help!
> Melissa

If the formula wasn't correct when the respondent took the survey, the field won't be populated. I think you can create a new field in Data & Analysis and create a formula there to do the calculation.
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Thanks...that's what I was afraid of! I need to be able to pull this data into an existing dashboard and I don't think I can with the calculated field in Data & Analysis. I wonder if there's a way to go back and populate the embedded data field correctly so I can use it in the dashboard? Any thoughts?
Userlevel 7
Badge +27
> @Melissa_Kaiser_psu89 said:
> Thanks...that's what I was afraid of! I need to be able to pull this data into an existing dashboard and I don't think I can with the calculated field in Data & Analysis. I wonder if there's a way to go back and populate the embedded data field correctly so I can use it in the dashboard? Any thoughts?

Two ways:
1. Manually edit the responses where the value is missing
2. Update the embedded field using the API, see: https://api.qualtrics.com/reference#update-response-1

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