BI Variable Builder

The BI Variable Builder is a powerful feature that allows users to create new variables by combining two or more existing survey questions using logic-based operations.

It is designed to eliminate manual, offline workarounds and bring composite metric creation directly into the platform. With support for numeric and coded single-select questions, users can define custom variables, apply logic like sum or average, and reuse these variables consistently across dashboards, filters, and cross-tab reports.

• Step 1: Create a dataset.

  

• Step 2: Select a datasource >> Select a survey

  

• Step 3: Create variable.

  

• Step 4:

  Indicated data type: Users exclusively assign a data type to the variable being created for future analysis.
  Variable criteria: Users can explicitly define variable criteria by specifying the ‘Option Value’ and the corresponding condition.
  Criteria (If / ElseIf): The system will ensure that each condition is mutually exclusive to prevent overlapping groups within the same BI variable.

  

BI variable dataset view

BI variable added to dataset: Once all the conditions are satisfied, a new variable with derived value will be added to the dataset. Hovering over the variable name will show if it was added via import or created using survey questions.

Sync now: Once the variable criteria is defined, it is added to the scheduled sync, which runs automatically every 24 hours. If needed, users can click Sync Data to initiate the process immediately.

Last synced: Indicates when the BI variable was last created and synced to the dataset.

• BI Variable: A custom variable derived by combining multiple survey questions.
• Coded Single-Select: Survey question allowing one coded response (e.g., Yes/No).
• Fallback Value: Default value used when no conditions are met.
• Mutually Exclusive: Conditions that cannot overlap—only one is true per response.
• Guardrails: System constraints that prevent invalid combinations or logic errors.
• Metadata: Descriptive data (name, timestamp, author) stored with variables.