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Matrix Tables

Virtually any type of table can be constructed with Kinesis Survey. The vast majority of tables used in market research can be constructed using the point-and-click interface. It is possible that some more complex tables will require the use of the HTML Range question type. This section will cover only those tables that can be constructed with the GUI.

1:  Table Types

There are two table types with Kinesis, matrix tables and form tables.

1.1:  Table

The first type is generally called a ‘table’ and is used to create rows in which all question types are the same, such as the following example:

While this table strings together multiple question types, it still utilizes the same question type on every row within the table.

1.2:  Form Table

The second table type is used for building forms, and specifically when table rows consist of different question types, as shown in the example below.

Note that in version 5.8+ Form Tables are supported also in mobile mode
Example: IFCO Wave 1 Q25a-d

2:  Creating Simple Tables

To build a simple table, begin by building only the first row of the table. Let’s use the example of a simple rating question such as:

Please rate your satisfaction with the following brands on a scale of 1 to 5, where 1 = Highly Dissatisfied and 5 = Very Satisfied.

The underlying basis of this table would be a radio question, which should be programmed as one would in the normal circumstance. The row label would serve as the question text, and the option choices would only need to consist of the numbers 1 through 5, or, in our example, will include the numbers 1 through 5 and an additional option ‘Not familiar with this brand.’


Once the radio question has been created, click on the table icon, :


Next select the question that you just created and hit ‘Create.’

Indicate that you want to automatically create table rows, and again select the question that you just created, then hit ‘Next Step.’


Next you will be presented with a screen where you can cut and paste your question text and table rows from a word processing document. Enter your text as follows:


You will next be taken to a screen where you can further customize the layout of your table.


To remove undesired headers, such as the text that says ‘Master header’ and ‘Disney’ in the example below, unclick the options in the left-hand boxes. Try clicking each of the boxes to ascertain the various options available for customization of the table format. Try right-clicking on individual rows for further customizations, illustrated on the pop-up menu below:

2.1:  Adding 'Other Specify'

This will allow you to add or delete rows, access row logic and randomizations/rotations, and set individual table or column widths and alignments as desired. One commonly used customization is adding an "Other Specify’ field to your item list. Simply click the cell with the Other, as shown in the following example, and the input will be created. All necessary validation logic for the Other will also be programmed automatically.


In addition, you can right click on the columns of your table to add/delete choice columns or automatically adjust the columns widths, as indicated below:


When the format of your table has been created to your satisfaction, click on ‘Edit table texts’ and you will be taken to an HTML editor where you may change wording, add bolding, change fonts, and additional elements to the table as desired.

Click on ‘Edit table logic’ to add conditional logic to table rows and columns. This logic is identical to that used elsewhere in Kinesis Survey. Reference should be made to the section on Conditional Logic if further details are required.

2.2:  Adding Constant Sum Fields


You can add a field that calculates in real-time the total of your number fields as long as they are within the same column. 

1. In order to do this, you can start by creating a "Number" question type.
2. After creating your initial number question, you can use the 'Create table matrix' button  to base a table off of our number field.
3. Once we have access to the table editor, we can click onto the column space and select "Total" from the "Sum Up" pulldown.

 

3:  Creating Complex Table Structures

The creation of complex table structures is identical to that for simple table structures, except that multiple question types are included in each table row. For instance, for the following question:

Please indicate your likelihood to purchase each of the following items within the next year, and the maximum amount that you would be willing to spend on each item if you did purchase it. If you would not be willing to purchase it under any circumstance, please enter a 0.

In this situation, create the radio question first as in the previous example, and then create a number question. Click on the table icon, but this time select the second question as the last question to appear on the first row of the table, as shown in the following example. There is no inherent limitation to the number of questions that can be included on a single row in a complex table, although respondents may become discouraged if tables are too lengthy and hence more likely to drop out. Three questions per row is generally the maximum used from a “best practices” standpoint, and even then should only be used when it provides significant time savings to the respondent.


The remainder of the table customizations are completed in the same manner as they are for simple tables.

4:  Creating a Form Table

With forms, each question must be constructed separately within the survey editor. Once they are built, select the first and last question to be included in the form:


From there, the screens and customizations are identical to those used in the creation of table structures.

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