Hierarchy Manager allows the user to customise the hierarchy of folders and variables and specify where they may be used within Q_Panel.
From the Maintenance menu, select Hierarchy Manager. The folders of variables already setup in the system will be displayed under the top level folder called Profile Variables. Expand this to see the sub-folders.
Availability filters are used to specify in which areas of Q_Panel a variable can be used. The availability filters can be set for all the variables in a folder at once, or they can be defined for an individual variable.
To define the availability filters for all variables in a folder, select the required folder and click on the Variables button.
Check the options that are to apply to all variables in the folder and sub-folders and click on Apply.
To define the availability filters for a single variable, select the required variable. The existing availability options for that variable will be displayed.
Check or uncheck the options as required and click on Update to save the changes.
Some of the availability options are disabled for Q_Panel system variables to prevent them being overwritten or used in an inappropriate way.
There are twelve availability filters that can be set for variables.
Allowed in Sample/Prototype dimensions
|Tick this checkbox to allow the variable to be used as a dimension within Sample Manager.|
Allowed in Sample/Prototype output
|Tick this checkbox to allow the variable to be used as an output column within Sample Manager.|
Allowed in Sample/Prototype filters
|Tick this checkbox to allow the variable to be used in a filter within Sample Manager.|
Allowed in Named filters
|Tick this checkbox to allow the variable to be used when creating Named filters or Dedupe filters in Panel Manager/Filter Manager and CrossTab.|
Allowed in Panel Management
|Tick this checkbox to allow the variable to be used as a display column in Panel Manager and in Edit Panel Detail.|
Allowed in Profilers
|Tick this checkbox to allow the variable to be used as a question in Profiler Manager.|
Allowed in Lookup list
|Tick this checkbox to allow the variable to be used in a lookup list defined in Lookup List Manager. This option only applies to text and numeric profile variables|
Allowed in CrossTab row/column
|Tick this checkbox to allow the variable to be used as a row or column within CrossTab.|
Allowed in CrossTab increment
|Tick this checkbox to allow the variable to be used as an increment variable within CrossTab. This option will only be enabled for numeric variables.|
Allowed in Kentico variable mapping
|Tick this checkbox to allow the variable to be used in a Kentico variable mapping. (This option is only required for installations using Q_Community where there is a requirement to customise the registration page to include additional profile variables).|
Allowed in Cint variable mapping
|Tick this checkbox to allow the variable to be used in a Cint variable mapping. (This option is only required for Q_Panel installations that are integrated with Cint).|
Allowed in History manager
|Tick this checkbox to allow the variable to be used as a display column in History Manager when viewing project contact history.|
|Tick this checkbox to set the variable to be anonymised when a panellist is anonymised using Panel Manager, or when a panellist unsubscribes from an installation of Q_Community where unsubscribe is set to anonymise rather than delete. The contents of this variable will be cleared. Only user-defined profile variables can be set to anonymise. (Some Q_Panel system variables, such as first name, last name and email address, are set to anonymise by default and cannot be changed).|
The Anonymise checkbox can only be applied to individual variables, so does not appear when a folder is selected. If the settings for a folder are changed, the original Anonymise variable setting will not be affected.
Click the Update button to save whenever a change is made to the availability filters for a variable. This must be done for every variable that is changed.
Customising Folders and Variables
Hierarchy Manager also allows customisation of folders and variables:
- Folders may be renamed, moved to a different location within the hierarchy or deleted.
- Variables can be moved into another folder or added to a folder if they are not already available within Hierarchy Manager.
Variables may be renamed using Variable Manager.
Renaming a folder
To rename, select the required folder and enter the new folder name. Click on the Update button to save changes.
Moving a folder or variable
To move a folder or variable to another folder within the hierarchy simply select the required folder or variable, and drag it into the destination folder. It will be repositioned as the last folder or variable within the folder it was dropped into.
Variables can also be repositioned within a folder using drag and drop.
Adding a folder
To add a new folder, select the folder that you want the new folder to be added to and click on New Folder from the toolbar. The Add Folder dialog will be displayed:
Give the folder a name and click OK to save. The new folder will appear within the selected folder.
Deleting a folder
To delete a folder select the folder to be deleted and click on Delete Folder from the toolbar.
Folders must be empty before they can be deleted. Empty the folder by moving the variables into another folder or by removing each variable.
To add a new variable, select the folder that you want the new variable to be added to and click on Add Variable from the toolbar. The Select Variables dialog will be displayed showing two top-level folders. One folder contains Q_Panel system variables, and the other contains user-defined profile variables.
Expand the folders, select a variable from the list of variables in your database and click OK. The new variable will appear within the selected folder. You can then edit the availability filters for the new variable.
By default, variables added in this way will have all the availability filters ticked, with the exception of Anonymise.
Removing a variable
To remove a variable select the variable to be removed and click on Remove Variable from the toolbar. The variable will be removed from Hierarchy Manager but will not be deleted from the database. The variable may be added to Hierarchy Manager again later using Add Variable.
Alternatively, variables can be hidden from use by unchecking availability options.
When variables are added using the Q_Panel Data Import service, they will be added within the folder that is defined as the Import Drop Folder.
Define the Import Drop Folder by selecting the required folder and clicking the Import Drop Folder checkbox. Only one folder can be defined as the Import Drop Folder (when a new folder is selected Q_Panel will automatically uncheck the previous folder). Remember to click the Update button to save changes.
Variables imported using Data Import will be placed into a sub-folder of the designated Import Drop Folder. They can be left there or moved to another folder as required. By default, variables imported will have all the availability filters ticked, with the exception of Anonymise, so will be immediately available for use in samples and throughout Q_Panel.
The name of the new sub-folder will depend on the values in the Data Import configuration files.
The settings in the Data Import configuration which define this are <import groupName=”…”> which can be found in the Triple-S configuration file, and the <name> or <title> which can be found in the Triple-S definition file. If these are not supplied, the name of the Triple-S file is used concatenated with the date and time in UTC.
Importing variables to an existing folder
If the imported variables are to be added to an existing folder, then set the Import Drop Folder to the higher level folder and ensure the Data Import configuration and Triple-S definition file are set to use a folder name which already exists within the designated Import Drop Folder.
For example, to add imported variables straight into the Profile/My Profiler folder. The Profile folder should be set as the Import Drop Folder within Hierarchy Manager, and the Data Import configuration and Triple-S definition file should be set to My Profiler.