Single Panelist Editor

Go to the Panel Management > Data > Single Panelist Editor menu command.

This page lists the panelists registered in the database - . In the upper pane, each panelist is initially presented as his/her response ID in numerical order. In this pane you can specify the data columns that are to be displayed, and filter the list to focus on particular panelists. Click on the column headers to sort the list by the selected header. Enter criteria into the search fields at the top of the columns to display only those records that comply with the criteria.

Figure 1 - Example of a panelist list in the Edit window

To select a panelist for editing, click the panelist’s blue Response ID link. The selected panelist’s details are then displayed in the Details pane in the lower part of the page (go to Panelist Editor for more information).

Note that if a panelist is locked out of the system because they have exceeded the permitted number of log-in attempts (they have entered the wrong password too many times), then an Unlock panelist button appears in the panelist's Details pane toolbar. Click this to unlock the panelist.

Data Templates

You can create data templates for Professional Panel projects that can be edited in the Template Editor in the same way as with normal projects. These templates can be used when exporting and importing data. Refer to the separate Professional Authoring documentation for further information on templates.

Searching

The Search facility enables you to conduct a simple search through the list for the required panelist, though you must know the panelist’s Response ID.

To conduct a search for a panelist, select an operator, type the characters of the required panelist’s Response ID into the data field, then click Search.

Select Rows

Under default conditions the Single Panelist Editor window will display all the available rows. If you wish to display only a reduced selection of the available rows, click the Select Rows button (located towards the right end of the lower pane's toolbar) to open a window that allows you to specify which database rows are to be displayed - . Once one or more rows are selected, only those selected rows will be displayed.

Figure 2 - Example of the Select Rows dialog

To select rows:

1. In the Available items column, click on the data rows you wish to be displayed in the list to check the boxes and highlight the rows.

Note: In the event the database contains a large number of rows, use the built-in search facility in the upper pare of the window to reduce the list to a manageable size.

2. Click the >> button to move the highlighted items over to the Selected items column.
3. Click OK.

The Panelist Editor window is updated automatically when you click OK.

Once you have the rows you required in the window, you can save your layout as the default view, or you can save it as a new view. To do this, go to the Select Action on Views field in the upper part of the Select Rows dialog and make the appropriate selection. Once you have saved a new view, the view will be available in the Select a View field.

Select Columns

Click Select Columns to open a window that allows you to specify which database columns are to be displayed in the Panelist Editor window - .

Figure 3 - Example of the Select Columns window

To select columns:

1. In the Available items column, click on the data column(s) you wish to be displayed in the list, to highlight them.

Note: In the event the database contains a large number of columns, use the built-in search facility in the upper pare of the window to reduce the list to a manageable size.

2. Click the >> button to move the highlighted items over to the Selected Items column.
3. Click OK.

The Panelist Editor window is updated automatically when you click OK.

Advanced Filter

Use this function to mount an advanced search for panelists, using logical expressions based on selecting a combination of specific answers provided by the panelists in the database columns.

1. Click Advanced Filter.

The filter window opens - . The left column will contain a list of all the database columns.



Figure 4 - Example of the Advanced Filter window

2. Click on an item in the left column to select it.

In the event the list is extensive, type characters into the Search field to reduce the list to a manageable size to enable you to find the question you are looking for. Once you have selected a question in the first column, the second column shows the possible answers for that question.

The number/text/date field and the available operators change to suit the selected item.

3. Select or type in data as appropriate into the field.
4. Click Add Here to add the selected data to the expression.
5. Select the required operator, and again click Add Here to add it to the expression.
6. Repeat the steps until the desired expression is built.
7. On completion, click OK to apply the expression to the panel.
8. Click Search.

The list of panelists is reduced to show only those who answer to the expression.

You can now more easily find the panelists you need to edit the details for.

Clear Advanced Filter

Click this button to clear the expression from the advanced filter and reset the list of panelists.