Group Sets

In the hierarchy column, either right-click on a Group Set item then select Edit from the drop-down menu, or double-click on the item, to open its editor page - .

Figure 1 - Example of the Group Set editing page

• Group Set Name - the name of the group set as it appears in the hierarch column. You can edit this name as required.
• Filter - if you wish to use a filter expression instead of matrices, click the ... button and create the expression here (go to Creating an Expression for more information).
• Custom code field(s) - these are created in the Custom Code field in the Sub Samples editing page (go to Sub Samples for more information).
• Group List - the list of groups in the Group Set. Click Add Group to create new groups.

Creating a New Group Set

The Group Set function allows you to create a number of groups with similar characteristics. Each Sub Sample in the hierarchy can contain any number of Group Sets, and each Group Set can contain any number of groups. Once a group set is created you can edit the characteristics for each group individually.

1. In the hierarchy column, right-click the Sub Sample into which you wish to add a new Group Set, then from the right-click menu select Add Group Set (Below).

The Group Set Editor page opens - .



Figure 2 - The Group Set Editor page

2. Type the desired name for the new group set into the Group Set Name field.
3. Click Save to save the changes and apply the name.

Note: The new Group Set already contains one undefined group. If you only require one group in the Group Set then you need only to fill in the details for this group. In this case, click in the data fields under Target and Code and type in the appropriate details – see below for the field descriptions.

4. If you wish to create more groups, click Generate Group.

The Generate Groups window opens - .



Figure 3 - Example of the Generate Groups window

5. Fill in the details. The fields are as follows:
• Number of Groups – the number of groups you wish to create in this operation.
• Group Start Code – each group should have a code number. The number series will be created automatically but the system needs to know where to start. Type in here the first code number to be used.
• Group Increment – The code numbers can be set to increase in increments, for example in steps of 10 (10, 20, 30 etc.). Type the required increment in here.
• Percent – if you want to use a percentage of the total number of suitable people found by the filter instead of a set number, check this box. See also Target below.
• Target – the total number of people you want to have in the group, or the percentage of the total number of people found by the filter. For example, if the filter finds 500 suitable respondents for the group and you type in 50 here, the system will randomly pick out 50 people. If you type in 50 here and also check the Percent box then the system will randomly pick out 50% of 500 = 250 people.
6. Click Generate to create the new groups.

The new groups are added to the Group Set list.

7. Click Save to save the changes.

The figure below shows the Group Set editor page with the new groups created according to the parameters set in the Generate Groups window in the previous figure - .

Figure 4 - Example of the new groups

You can edit the group details as required. Click in the data field and make the necessary changes. On completion, save the changes.