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Verifying Quota Setup in Crosstabs

Quotas are often used by researchers to obtain a sample of respondents that is statistically significant to the population that they're analyzing. They are also used to track and monitor the number of qualified completes in a survey. It’s important to make sure that the quotas are programmed properly before launching your survey.

You can use the Quick Split or Crosstab Editor to create segments that verify quotas in your project. This document covers how to use these features in Crosstabs to verify that your quotas are programmed correctly.

1:  Using a Quick Split to Verify Quota Cells

It’s easy to verify quotas by using the Quick Split Editor in Crosstabs. Take a look at the following quota:

N=500

  Male  Female
Client Email Sample 125 125
GMI 125 125

Tip: The goal is to create crosstab segments for each of the quota cells to compare against a total segment.  

In the example above, we’re looking at a nested quota. Respondents need to satisfy two conditions, Sample Source and Gender, in order to qualify for the quota.

Let’s get started by clicking “Run Quick Split” on the crosstab landing page.  

This opens the Quick Split Editor, you can use question logic to define the first quota condition which is sample source.  

As you can see in the image below, two segments are created for each of our sample sources, GMI and Client Email Sample.

File:Decipher/0004_Test/Testing/Report_Testing/Verifying_Quota_Setup_in_Crosstabs/2015-11-06_20-18-06.png

Next, click “Add Nested or Appended Segments” to create the logic for our nested quota cells.  

Using question logic, nest the gender answer options under the sample sources to create 4 segments that mirror the conditions the nested quota.  

Note: Nesting Segments creates multiple segments with complex logic by splitting your top set of segments by the second set of segments.

File:Decipher/0004_Test/Testing/Report_Testing/Verifying_Quota_Setup_in_Crosstabs/2015-11-06_20-21-24.png

Now we’re ready to click “Run Crosstab with 5 Segments” and jump into our crosstabs report.  

In Crosstabs, jump to the appropriate quota table to verify the bases of our quota segments against the base of the total segment.  

File:Decipher/0004_Test/Testing/Report_Testing/Verifying_Quota_Setup_in_Crosstabs/2015-11-06_20-22-53.png

In the example above you can see that the base for Segment B, Client Email Sample & Male, matches with the base of row 0, Client Email Sample/Male. Correspondingly, the bases for segments C-E also match up with the total segment for the appropriate rows, so we know the quota setup is correct.  

Note: If the bases don’t match up, then this may indicate some kind of programming error. Review the survey setup and ensure that programming is correct.

Learn more: Running a Quick Split Crosstab

2:  Building a Custom Crosstab to Verify Quota Cells

Some quotas cells are based on complex logical conditions. For these types of quotas, use the crosstab editor to create a segment and verify the quota

Take a look at the following quota:

[IF s2=18-40 AND s4.r1 AND q1.r2.c1-c4 then assign to Soft Drink Quota] [Assign all others to Gen POP Quota]

N=500

  Total
Soft Drink 400
Gen Pop 100

Tip: The goal is to create crosstab segments for each of the quota cells to compare against a total segment.  

Respondents need to satisfy several conditions, in order to qualify for the Soft Drink Quota Cell, and all others qualify as part of the Gen Pop quota.  

To start, click “Build a Crosstab” on the crosstab landing page.  

By default, the new crosstab contains a total segment. Since we need to total segment to verify against our quota segment base, we leave it in place.  

Next we need to create a new segment that contains the logic from our soft drink quota. To do this, click "+Segment" and use question logic to define the conditions of the quota, as shown in the example below.

File:Decipher/0004_Test/Testing/Report_Testing/Verifying_Quota_Setup_in_Crosstabs/2015-11-06_20-24-17.png

Repeat this process to create a new segment for the Gen Pop quota, as shown below.  

File:Decipher/0004_Test/Testing/Report_Testing/Verifying_Quota_Setup_in_Crosstabs/2015-11-06_20-28-43.png

Once all quota segments are built, we can Save (optional) and run the crosstab.

File:Decipher/0004_Test/Testing/Report_Testing/Verifying_Quota_Setup_in_Crosstabs/2015-11-06_20-29-59.png

Once in Crosstabs, jump to the appropriate quota table and verify the bases of our quota segments against the base of the total segment.  

File:Decipher/0004_Test/Testing/Report_Testing/Verifying_Quota_Setup_in_Crosstabs/2015-11-06_20-30-50.png

In the example above you can see that the base for Segment B, Soft Drink Quota, matches with the base of row 0, Soft_Drinks. Correspondingly, the base for segments C also match up with the total segment for the r1, so we know the quota setup is correct.  

Note: If the bases don’t match up, then this may indicate some kind of programming error. Review the survey setup and ensure that programming is correct.

Learn more: Building a Crosstab