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You have built up a comprehensive panel over time, but don't know how to get an overview of its structure and general operation in a simple and efficient way? Then you've come to the right place! In this step-by-step guide, we will show you how to create detailed panel statistics with just a few clicks in the Statistics menu of the People module – with exactly the data that is relevant to you. Also, we provide you with the means to track the structure of your panel population using quotas. |
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Panel Statistics
How many of the panelists who have joined your panel in the last three months are male or female? What is their educational background and how did they actually join your panel? How many panelists have received more than two surveys in the last 4 weeks and what age group do they belong to? These are all questions you can answer via the Panel statistics menu in the People module – provided, of course, that you have saved the relevant master data for your panelists. Your panel statistics can contain information on various general criteria such as category and group membership, entry period, panel status, individual master data and performance data. The performance data also includes tracking variables, which are particularly interesting for analysis and evaluation purposes. These variables record how panelists interact with your panel (e.g. number of survey starts, number of sample memberships, number of bonus points received). More information on the topic of tracking variables can be found here: https://qbdocs.atlassian.net/wiki/pages/createpage.action?spaceKey=~7120208cccb5ff3706465482544efb0b37fd09&title=Tracking%20Variables. In the following, will show you all the steps to configure and create detailed panel statistics using two different examples.
Create Panel Statistics
We will now show you the individual steps and configuration settings for creating panel statistics using two different examples. You can find the Panel statistics menu under People > Statistics > Panel statistics. As soon as you open the menu item, you will be taken to a page where you can configure your individual panel statistics in detail.
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Example 1 – Configuration
In our first example, we want to generate statistics on how many invitations the panelists in a particular group have received and how many surveys they have completed. We also want to break down the results by gender. This could then indicate, for example, whether your surveys are more interesting for men or women. To do this, follow the steps below:
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Under Performance data, select the variable track_num_completed. This stands for the number of completed surveys.
Then select the variable track_num_invited. This stands for the number of invitations.
Click on Create statistics at the bottom right of the page.
Example 1 – Results
After clicking on Create statistics, your statistics will be displayed immediately. At the top you will find a summary of the base:
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Two male and two female panelists have each received 3 invitations.
Example 2 – Configuration
In our second example, we want to create statistics on how many panelists entered the panel via a specific way of entry. The results should be broken down by age and filtered according to a specific entry period. To do this, proceed as follows:
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In the Performance data area, select the variable pinput, which records the mode of entry of panelists.
In the Performance data area, select the variable reg_code, which records the way of entry of panelists.
Click on Create statistics at the bottom right of the page.
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Example 2 – Results
Your statistics are created and you will find a summary of the base in the upper area:
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In our example, you can see that the majority of panelists entered the panel via the standard way of entry "Default". No information on the age of these panelists is available. If the age or other panelist characteristics are of interest to you, it is advisable to ask about them as part of a master data survey.
A small proportion also registered via Portals. Here you can also see the age distribution of panelists.
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Quotas
To ensure that your panel population meets your requirements, you can create quotas in the Statistics section of the People module. This allows you to compare target values for any combination of master data variables – e.g. age, gender, region, etc. – with the actual values from your panel. For example, you need 100 females and 100 males between the ages of 20 and 30 in your panel. Using a special quota that contains the variables for the corresponding age and gender, you can compare these target values with your actual panel population and then recruit more panelists if necessary.
Preparations
We will take up the above example and create a quota with the variables "age" and "gender" in the next step. Our target values: 150 females and 150 males between 20-30, 150 females and 150 males between 30-40 and 150 females and 150 males between 40-50.
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=> Your filter now includes all panelists between the ages of 20 and 50.
Create Quota
We can now create the quota. To do this, follow the steps below:
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Click on Create quota.
Enter the name for your quota under Quota name. In our case "Age_Gender".
Under Grouping filter to use when calculating actuals, select the filter you created in the previous step.
Select the variable md_age: Age under Quota variable 1.
Under Quota variable 2, select the variable u_gender: Gender.
Click on Save.
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Upload Target Values
The last step is to upload the target values for the quota. To do this, proceed as follows:
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Click on Choose file and select your saved import template.
Click on Import.
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Show Cell Values
You can now display the quota allocation for the quota you have created and compare the target values with the actual values.
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Please note that the actuals are not updated in real time. The last update time is displayed; if necessary, you can update the values manually. |
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Related Topics
This step-by-step guide only covers a small part of the features that the Statistics menu of the People menu has to offer. If you would like additional information on further options, we can recommend the following sources:
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