How can I create a grid or matrix question?

How can I create a grid or matrix question?


A matrix question is a type of closed question that uses the same answer scale for a number of different questions, displaying them in a table or grid layout. The rows are the question statements and the columns are the answer options.


Grid or matrix questions are not user-friendly on mobile devices and are therefore not offered as a question type on Survey Anyplace. But no worries, it's easy enough to create a similar type of question using the Form question type. We'll explain how you can create a matrix-type question like the one below using form fields. Read our full guide on form questions.


When you have a few questions that all have the same answer scale, using this type of question offers the benefit that respondents can quickly answer the questions as they are grouped together on one screen. Also, with your matrix-type question laid out as a form, you’ll avoid the pitfall that can happen with a traditional grid layout where respondents answer too quickly and go down the column selecting the same answer each time.



Start by logging in and adding a form question to your questionnaire.



Type your question and then choose each form field to be a Dropdown field type.



Now you can name each form field, equivalent to naming the rows of a matrix. Underneath the field name, type the answers that you want to appear in the drop-down menu, each separated by a comma. This would be similar to the column names you would have at the top of a matrix question. In our example, we used a Likert scale of satisfaction, and simply typed the list for form field 1, and then copied it for the next 2 form fields.


We recommend offering not more than 5 answer options, to keep things clear and user-friendly.


Tip: Don't forget that each answer option will be displayed on a new line of the drop-down menu so make sure to capitalize the beginning of each answer.


This is how the form question will appear when the first answer box is selected:



The respondent can easily select the appropriate answer, and then move on to the second and third fields, and they're done. You're done too, having created a great mobile-friendly matrix style question!


Tip: Other ideas for your drop-down could be numbers 1-10, strongly agree---strongly disagree, extremely important---extremely unimportant etc.


Some ideas for this question type:

  • Rating of different aspects of consumer’s experience, allowing them to rate their satisfaction level for each one
  • Asking for respondent’s agreement with a range of statements – you can use this type of form question if your statements are short, otherwise consider using a text slider question with one question per screen if your statements are longer or more complex
  • Asking respondents to rate how important they feel an issue is
  • Use a scale of frequency (never…always) for respondents to rate how often they do a number of activities
V
Vincent is the author of this solution article.

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