Formulas

Formulas is a great feature that allows you to calculate an average, custom score, average results, etc. using the data and items from your questionnaire. You can use the /*-+() characteristics to create formulas that use variables like answers or quiz scores to calculate an average, for example.  


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Formulas are variables that allow you to calculate scores, averages, and any advanced calculations that you wish to, later on, use in your survey, final page, email template, or even PDF Report. Formulas are built upon piping variables.


This guide will teach you:

  1. How to create a formula
  2. Test your formula
  3. Advanced formula calculations
  4. How your formula can be used in outcomes, email templates, and final screen
  5. How to use formulas to calculate averages


1 How to create a formula

1.1  Creating a formula in the software

1.2 Creating formulas outside the software

1.1 Creating formula in the software

Can't wait to create your formula? Make sure your questionnaire is completed then head straight to the Extra Options tab and select Formulas in the Custom Scoring section.


how to create formula example


Click Create formula and you're on your way! Let's see how to build the formula.


creating formulas example

  1. Title - name your formula. Make it something that will be clear to you if you want to come back to edit it.
  2. Variable - you cannot edit the variable. You can copy it to use later on; in outcomes, email templates, or results. This will actually return the result of the calculation wherever you use the variable.
  3. The formula - Use the circled symbols to put your formula together or click Variables {x} to access the drop-down menu of questionnaire variables that you can use. For example, you could write: *|q1_custom_score|**(*|q2_custom_score|*-*|q3_custom_score|*)



1.2 Creating formulas outside the software

Now let's see how to build the formula outside the software. Click Import formulas to get started.

Import formula example


Select the File you want to upload.


Formula creating outside software


Once you upload your file, it should look like this:


Upload formula example


creating formula in software


If you are looking for an example file to import your formulas, you can download one here.


2 Test your formula

To test out how your formula will work, just click Test and your formula calculation will be displayed below based on a previous response.


Formula test


WARNING   

You need at least ONE response in order for your Formula Test to work. Your formula test will be based on the last response.

NOTE

The formula test button does not work on formulas where 'include all survey responses' is enabled.


3 Advanced formula calculations

Want to add a more advanced formula? Here's how you can use different variables in your formula:

  • *|q1_custom_score|*the score value for the specific question the respondent gets (in this case q1).
  • *|total_custom_score|* - the value of all custom scores for all questions together (the score of the respondent).
  • *|max_possible_custom_score|* - the maximum score for the whole questionnaire.
  • *|total_custom_score_percentage|* - the value of the custom score as a percentage compared to the max score.
  • *|qb1_custom_score|* - the custom score value for the question block you have created (in this case qb1).
  • *|qb1_max_custom_score|*the maximum total score for one question block.
  • *|q1_field1_response|* - the response that is collected on the form field of question 1.
  • *|q1_response|* - the response of a question that the answer is numeric (in this case q1).


For advanced users, we recommend Math, a built-in object that has properties and methods for mathematical constants and functions. More information can be found here: https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Global_Objects/Math


NOTE

Although it is possible to create advanced formulas using the Math object, the formula test can only parse numerical values. To test these advanced formulas you would be required to collect a new response for the questionnaire and look at the formula results.


4 How can your formula be used?

After your formulas are created, you can use them in your outcomes, email templates, final screen, intro fields, PDF Reports, and so on. The purpose of formulas is to display the data without having to change it in the questionnaire.


As an example we will show how to create (4.1) an outcome that will be displayed based on the value of the formula, (4.2) send an email after survey completion, depending on the result of the formula, and (4.3) formulas displaying scores as percentages on the final screen.


4.1 Outcome-based formula

4.2 Email template based on formulas

4.3 Formulas to show scores in your final screens


4.1 Outcome-based on formula

After you have created your formulas as described above, click on the Outcomes feature in Extra options. See the Outcomes guide for full details about setting up your Outcome screen. We'll just look at the final part, which is where the Formula function comes in. You'll need to select Show this outcome when a certain condition is met. From the drop-down menu, click Formula.


Formula in outcome


Now use the drop-down menus that will come up to choose which formula you want to use, how it should be used, and what the values should be.


Specify formula for outcome


Click Apply and your Outcome is now set to be shown with the right formula value.



4.2 Email template based on formulas

Once you have saved your formula, click on the Email templates feature in Extra options. See the email template guide for full details about setting up your email templates. When you need to specify when to send the email, this is where the Formula function comes in. Just click on the arrow and select Formula.


Formula - email templates


Now you can choose which formula you want to be used and for which values you want the email to be sent out. Click Apply, and you're all set.



4.3 Formulas to show scores in your final screens

Formulas can also be used together with custom scores to create a final screen or outcome(s) where respondents will see their scores as a percentage for each set of questions. You can simply use the variables of the formulas (see section 1) to show the results of the formulas in your outcome screen or final screen.


You can also use the variable *|f_result_ranking_table|* to easily insert a table with results of all formulas ordered from highest to lowest. The steps are similar to those shown in this video, with setting up custom scores and formulas.


NOTE

If you re-order or delete a question that has question logic (rules) attached to it, you'll see a pop-up screen that shows the impact of these changes. 

formulas question change


5 How to use formulas to calculate averages

If you're on the Enterprise or ReportR plan, you'll see a button underneath the formula box, which you can toggle to include all survey responses in this formula calculation.


Formulas including all responses


Turning on this feature will allow calculations to be made using data from the survey to calculate averages, for example. This allows you to show data in the PDF report for the entire population or from all responses received rather than from just one response. 


Formula filters are available on the ReportR plan only. You can add custom filters so that the formula is only calculated for respondents who meet certain conditions. Read the full guide about calculating formulas from all responses and using formula filters.


Tip: You can also toggle the button Use rounded numbers to round the numbers of your results.


That's all! Now log in and try out the formulas feature for yourself!


V
Vincent is the author of this solution article.

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