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.

• Create Composite Variables: Combine numeric or coded single-select questions into a derived variable.
• Metadata and Reusability: Save variables with name, description, and apply them across dashboards, filters, and reports.
• Built-in Guardrails: UI highlights eligible questions, disables incompatible ones, and provides real-time validation.
• Fallback Values: Set a default value such as “NA” or “0” when no condition is met.

• Step 1: Create BI variable User can add BI variables by adding a datasource, for which BI variable dataset will have to be created.

  

• Step 2: Map to survey Import dataset from survey. User may create dataset from QuestionPro survey.

  

• Step 3: Create BI variable from survey Define datasource by selecting the survey from a product or folder and set it as datasource for future computation and BI dashboard / cross-tab.

  

• Step 4a: Import variable Users can choose to merge external data points and map them to survey responses using ‘Import variable’.

  

• Step 4b: Create BI variable Users can create BI variables from survey questions by selecting ‘Create rule based BI variable’.

  

• Step 5a: Import variable and map to survey Users can merge external data points into the survey database. A template with survey response ID can be downloaded for mapping. Once mapped, the file can be uploaded to create a BI variable dataset.

  

• Step 5b: Create BI variables using survey questions Users can add additional variables by grouping multiple survey questions for more advanced group-based analysis and reporting.

  Indicated data type: Users exclusively assign a data type to the variable being created for future analysis.

  Variable criteria definition: Users can explicitly define variable criteria by specifying the ‘Option Value’ and the corresponding condition.

  Criterion (If / ElseIf): The system will ensure that each condition is mutually exclusive to prevent overlapping groups within the same BI variable.

  

• No condition met: If none of the conditions are met, the user can choose to either leave the cell value blank or assign a value such as ‘NA’ or ‘0’.

  

• Step 6: 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, the user must sync data for the created variable to reflect in the dataset.

  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.