Multiple Panelist Editor

Note: The Multiple Panelist Editor functionality is not available for Standard Panels.

Use this function to edit the details of several/many panelists simultaneously. Note that the same changes will be made to the details of all panelists selected using this method. When you go to the Multiple Panelist Editor, the page shown in the figure below opens - .

Figure 1 - Example of the Multiple Panelist Editor page

Note: If a rule already exists that will find the panelists you wish to edit (and only those panelists!), then you can click Select Rule and select that rule from the resulting list (go to Current Rule Overview for more information).

To create a condition:

1. Click Edit.

The Expression Editor window opens as shown below - .



Figure 2 - Example of the Expression Editor window

• The left column lists all the questions/columns in the panelist database.
• The second column lists the possible answers for the question/column selected in the first column.
• The third column lists the operators and functions available for the question/column selected in the first column.
• The Expression area displays the expression as you build it, both as the entered code and as “explanatory text” below the Expression field.

Note: If you have the necessary knowledge and information you can type the expression directly into the Expression field. However by doing this you risk creating errors that will prevent the expression from functioning correctly. In most cases, the most efficient method of creating the expression is by using the procedure described below.

2. In the left column, find the question/column you wish to add to the expression and click on it 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.

3. In the second column, select or type in the answer you require.
4. In the third column, select the required operator and function.
5. In the expression area, click Add Here to copy the selected question and answer(s) into the expression.
6. Repeat the procedure as required to build the desired expression - .



Figure 3 - Example of an expression under construction

7. Click Validate to check the expression does not contain errors.

Note: Errors will not be possible if you use the method described here, but can arise if you type the expression directly into the Expression field.

8. On completion, click OK.

The Expression Editor window closes and the expression is copied into the Condition field in the Panelist Editor window - .

9. Click Save to save the changes.



Figure 4 - The Panelist Editor with the condition

You now have the condition (ringed above) that will find the panelists that you wish to edit. You must now define which answer you wish to change for these panelists, and what you wish to change the answer to.

10. In the Available column, find and select the answer column you wish to edit.
11. Click the >> button to transfer the selection to the Selected column.
12. In the Action field, type in the change you wish to make.

Note: the syntax required here is the same as used in the Rule Editor functionality (go to Current Rule Overview for more information).

13. Click Save to save the changes.
14. When you are sure the condition will find the required panelists, and the change you have specified is correct, click Execute to run the condition.

The system now checks through the panel looking for any panelists answering to the condition. Note that in a large panel this may take some time. On completion, a dialog box opens indicating how many panelists have been found answering to the condition - .



Figure 5 - Example of a search result

15. If you wish to update the panelist records, click Update. Otherwise, click Cancel.