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Bucketing Fields
About Bucketing Fields
You can “bucket” answers to questions into new groups. As soon as a bucketed field is created, it’s applied to existing data, and applied to all new responses going forward. Creating a bucketed field can be a great way to split out your data in different ways for reports and filters without having to make edits to an active survey.
This support page covers how to create a bucketed field. If you’d like to edit an existing bucket field, see Editing Custom Fields.
Example: Let’s say you distribute a survey internationally, asking what country each respondent lives in. A mitad de la recopilación de datos, se da cuenta de que no solo quiere hacer análisis de los países, sino de todos los continentes. It’s too late to add a new question or an embedded data element that captures this information, so you bucket countries into regions.
Creating a Bucketing Field
- Vaya a la pestaña Datos y análisis.
- Seleccione Editor de campo.
- Haga clic en Crear campo.
- Seleccione Agrupación en la parte superior.
- Asigne un nombre a su campo.
- Click Select Field to choose the data to bucket. Puede elegir entre todas las preguntas de encuesta, metadatos de encuesta, campos de contacto o datos embebidos disponibles.
Qtip: You can bucket any multiple choice or numeric data. You cannot bucket other custom fields or open text data (like a standard text entry).Consejo Q: El campo seleccionado debe tener 200 valores únicos o menos. (I.e., questions cannot have 200+ answer choices.) If the field exceeds this amount, you’ll see the message “Too Many Source Values” in the Source Values box.
- Asigne un nombre a los grupos en los que se ordenarán sus valores.
- You can add more groups by clicking Add Group.
- Arrastre los campos desde el cuadro Valores de origen a los grupos de la derecha.
Qtip: Note that you don’t need to have every field sorted into a group. Whenever a value isn’t sorted into a group, it’s marked Uncategorized within your new bucketed field. - Haga clic en Crear campo.
- Select Review and Publish to save your changes.
- Haga clic en Publicar sus modificaciones.
Qtip: Click Data Table to return to your response data.
Attention: Bucketing is compatible with multiple answer questions. However, only 1 group can be assigned per response. For example, if you allow respondents to choose multiple countries where they’ve lived, a field that bucketed countries into continents would only assign them the continent of their first selected answer.
Bucketing Numeric Ranges
When the field you’re trying to bucket is numeric in format, you divide your buckets into numeric ranges instead of the categorical groups described in the previous section.
Example: You want to create buckets for a range of answers to your slider or numeric text entry.
- Establezca el valor numérico mínimo y máximo para cada intervalo.
- Los nombres de su intervalo se ajustarán para que coincidan con los rangos numéricos, pero también puede introducir el nombre que desee aquí. These names will appear as the answers to the new bucket field once it’s created.
- Add the desired number of buckets by clicking Add group. Los intervalos se pueden eliminar haciendo clic en la “x” del lado derecho del cubo.
- When you’re finished, click Create Field.
Qtip: Even if an embedded data field is saved in a numeric format, it will always behave like a categorical bucket instead. Multiple choice questions will also always behave as categorical buckets, even if they’re recoded.
Projects Where You Can Bucket Fields
Depending on your license, you may have access to several different types of projects that have a Data & Analysis tab. Las opciones que figuran en esta página están disponibles en:
- Proyectos de encuesta
- Soluciones XM
- Proyectos de datos importados
- Proyectos 360
Consejo Q: Consulte Creación de campos nuevos (360) para obtener más información.
- Conjoint / MaxDiff
Qtip: While you can bucket Conjoint and MaxDiff-specific fields, the data may not make sense and cannot be recoded. We recommend only bucketing survey fields.
- Tableros de CX
Qtip: When custom fields are added to a CX Dashboard, they become derived data. Although supported, they behave a little differently than other survey fields do. See Derived Data for more details.
Aunque la funcionalidad está técnicamente disponible, no recomendamos utilizar estos campos personalizados con otros tipos de proyectos de Employee Experience. Consulte Creación de campos nuevos (EX) para obtener más detalles.
Qtip: While other areas of the platform (like dashboards, Stats iQ, and directories) may also allow you to create new fields, this support page is solely focused on how to create new custom fields in Data & Analysis. Para los pasos para crear otros tipos de campos en la plataforma XM, intente acotar la búsqueda en el sitio de soporte técnico.