Survey Composite Datasets

Survey composite datasets in QuestionPro BI let you create derived variables from survey response data using rule-based criteria. This is useful when teams need to group respondents, classify records, or create new analytical categories without changing the original survey data.

With composite variables, you can define criteria using survey questions, values, operators, AND and OR logic, and default category values. After creation, variables can be renamed, synced, edited, or deleted, giving BI users a flexible way to maintain reusable segmentation fields for dashboards and analysis.

Watch this video for a quick overview of Survey Composite Datasets in QuestionPro BI:

• From the left navigation panel, select Datasets to open the dataset management area in QuestionPro BI.


• Click New Dataset to begin creating a new dataset in the BI workspace.


• Select Map to Survey so the new dataset can use an existing survey data source.


• Choose the survey data source that should be used to create the composite dataset.


• Enter a clear, descriptive name for the composite dataset so it is easy to identify later.


• Select Composite as the dataset type to create variables from predefined rules or calculations.


• Click Create to start the survey composite dataset creation process.


• Monitor dataset creation from the progress panel in the bottom-right corner.


• Once processing is complete, open the dataset by selecting its name from the dataset list.


• Click Create Variable to start defining a criteria-based variable inside the composite dataset.


• Enter a clear name for the variable so it is recognizable in the dataset and later reports.


• Click Add Criteria to define the rules that determine how the variable value should be assigned.


• Open the Survey Question dropdown to choose the condition for the criteria.


• Select the survey question that should drive this criteria.


• Select the operator type to decide whether the selected values should be included in or excluded from the criteria.


• Select the question values that should apply to this criteria.


• Click the plus icon to add an AND condition to the same criteria group.


• Open the Survey Question dropdown again to choose another question for the new condition.


• Select the values for the question you just added.


• Provide the value that should be assigned to the variable when the criteria is met.


• Click Add OR Condition to create a separate criteria group for the variable.


• Add more AND conditions inside the new OR group when the logic requires additional rules.


• Click the minus icon to remove a condition from the criteria.


• Click Add Option to add another possible value to the variable.


• Click the delete icon to remove an option from the variable.


• Enable the default category value toggle to assign a fallback value when none of the criteria are met.


• Enter a name for the default category value. This value is used when none of the criteria match.


• Click Create after all variable settings and criteria are configured.


• Monitor variable creation from the progress panel in the bottom-right corner.


• Use the edit option when you want to rename a variable.


• Click the refresh icon to manually trigger a sync for the variable.


• Click the settings icon to review or update the criteria conditions for a variable.


• Click the delete icon if you need to remove a variable from the composite dataset.