With recoding, you can "transform" values from one column of one type into another values of another type in new virtual column without affecting the initial data source. For example, a set of values from NUMERIC column "Age" can be transformed into another set of values "Youth"/"Adults"/"Seniors" of META column "Age groups". You can also combine values of different types and different columns together to form new columns based on complex conditions of values.
Recoding functionality allows to define conditions based on all existing columns of a data source as well as on such system-generated columns as classification results (if there is any classifiers applied to a data source) and NPS SEGMENT.
A set of conditions that are needed for a data value recoding is called recoder. The list of all available recoders can be accessed via VoC Store -> Recoded variables menu. These recoded variables can later be used as an additional source column in VoC Visual.
Creating a recoder
In order to create a recoder, you need to choose a data source first. The data source can be a VoC Feedback survey, an upload, or a Virtual Source. In VoC Store - Uploads/Surveys/Virtual Sources list click on the icon against the source you want to recode. The modal window prompting to set an output title for the recoder and to create a new output label will be displayed.
On the right from Output label field, there is a drop-down which allows choosing the type for this Recoded Variable. Types available are META, NPS, NUMERIC, and NPS_SEGMENT.
Please note that choosing one of the types will result in displaying Gagets Math functions that
To create a new label, click on the green "+ Add output label" button. By default, output labels are displayed in an expanded view, which allows to set a name for the label, delete the output label and start adding new label conditions right away.
Please note that the output label will be displayed as a chart column in VoC Visual, thus it is better to choose a name that will represent your recoded group well.
There is also a collapsed view available for output labels which can be accessed by clicking on the blueicon to the left from an output label name. In a collapsed mode you can view the list of created labels, their names, and set conditions in a string notation.
Recoding conditions for one group can be joined by OR and AND operators. When you join several conditions with the "AND" operator, the data variable will be linked to the output label only if all the set conditions for the variable are met. In case the conditions are joined using the operator "OR", the data variable will be linked to the label if at least one condition for this variable is met.
For example, there is a column Age in the data source and the variables of this column range between 17 and 70 years. With recoding you can segment this data into age groups like "youth", "adults", "seniors". To create an output label that will represent youth (17-24 years old) you need set two conditions: one with Age value will be more or equal 17, select AND operator and join this condition with another one with Age value less or equal 24.
To do so, in the condition edit field select "Age" from the "Input variable" dropdown. Then, choose a comparison operator ">=" (more or equal) from the "Operator" drop-down and choose a value for the input variable to be greater than (17 in our case). After the first condition is set, click on the "AND" button to the right and a new condition joined by the operator "AND" will be created. Let's add a rule for the Age variable to be equal to or less than 24.
Other age groups can be defined in the same fashion. After all the output labels are set up, click on the green "Create" button at the bottom of the modal window and your first recoder will be created.
Recoder output labels can be deleted from a recoder by clicking on the red icon. In order to avoid occasional deletion, you will be prompted to confirm your choice to delete an output label.
Available Condition operators
In its current implementation, Recoded Variables support 10 Condition operators:
GREATER THAN OR EQUAL
LESS THAN OR EQUAL
NOT EQUAL ANY
Please note, that some Condition operators may not appear for specific data types.
For Regular data type specific "Value" input field with the following operators available:
NOT EQUAL / EQUAL / EQUAL ANY / NOT EQUAL ANY / GREATER THAN / GREATER THAN OR EQUAL / LESS THAN / LESS THAN OR EQUAL.
For Choice data type specific "Choice" input field with the following operators available:
EQUAL / NOT EQUAL / EQUAL ANY / NOT EQUAL ANY / INCLUDES / EXCLUDES
Please, find the match table with Conditional operators, their Data types, and detailed description below:
|Operator||Description||Supported Data type||Column||Value||Result|
|Equal||Compares value(s) of the Column cell with the selected value(s). To get the “true” result all value(s) from the Column cell should be presented in the list of selected value(s).||Choice||[2, 3]||[1, 2, 3]||TRUE|
|[1, 2, 3]||[2, 3]||FALSE|
|Not Equal||Compares value(s) of the Column cell with the selected value(s). To get the “true” result any value(s) from the Column cell should be missing in the list of selected value(s).||Choice||[1, 2, 3]||[2, 3]||TRUE|
|[2, 3]||[1, 2, 3]||FALSE|
|Equal any||Compares value(s) of the Column cell with the selected value(s). To get the “true” result any value from the Column cell should be present in the list of selected value(s).||Choice||[1, 2, 3]||[1, 5]||TRUE|
|[1, 2, 3]||[4, 5, 6]||FALSE|
|Not Equal any||Compares value(s) of the Column cell with the selected value(s). To get the “true” result any value from the сolumn cell shouldn’t be present in the list of selected value(s).||Choice||[1, 2, 3]||[4, 5, 6]||TRUE|
|[1, 2, 3]||[1, 5]||FALSE|
|Include||Compares value(s) of the selected value(s) with the Column cell. To get the “true” result all values from the selected value(s) should be present in the сolumn cell.||Choice||[1, 2, 3]||[1, 2]||TRUE|
|[1, 2, 3]||[1, 5]||FALSE|
|Exclude||Compares value(s) of the selected value(s) with the Column cell. To get the “true” result all values from the selected value(s) should be missing in the сolumn cell.||Choice||[1, 2, 3]||[4, 5]||TRUE|
|[1, 2, 3]||[1, 5]||FALSE|
|[1, 2, 3]||[1, 2]||FALSE|
Editing a recoder
In case you need to edit your recoder, you need to go to the VoC Store -> Recoded variables menu and click on the icon. While editing, the same actions as in creation mode are available: you can add more recoder groups, delete unnecessary groups or edit the existing ones. When you finish editing your recoder, click on the green "Update" button and changes will be applied to the recoder.
Deleting a recoder
If there are some redundant recoders, they can be deleted by clicking on the blue icon against the recoder name in the VoC Store -> Recoded variables menu.
Visualizing recoded variables
When all the necessary conditions are set up, you can finally visualize them. Create a Gadget in VoC Visual where select your recoded data source in the "Select data" field. In the "Select column" dropdown there will be a column with the title of the recoder applied to this source and label "REC-TYPE", where TYPE will be replaced with an appropriate Recoded type (CHOICE for META, CHOICE_NUMERIC for NUMERIC, CHOICE_NPS for NPS, and CHOICE_NPS_SEGMENT for NPS_SEGMENT).
Select this column, choose a Chart type, Math function and all that is necessary to be applied and click the "Approve" button. Super Gadget will display your recoded results.
Following the example with age groups, you can create a Super Gadget displaying the NPS score distribution among different age groups, without displaying all Age variables presented in the initial data source.