Apply a weighting scheme to a modern report

Create a new weighting scheme, or select an existing weighting scheme, and apply it to your report.

Prerequisites:

Open the modern report.

  1. On the report toolbar, select Statistics > Weighting.
    Result: The Weighting panel appears.
  2. Turn on the Weighting toggle.
  3. To select an existing weighting scheme, select the scheme from the Weight Scheme drop-down list.
  4. To create and apply a new weighting scheme:
    1. Click the Weight Scheme drop-down list.
    2. Click + Create New Weight Scheme.

      The Select Variable(s) page is displayed. Use this page to select the survey questions and/or profile variables to use as weighted variables in your weighting scheme.

      Note: Incomplete data or non-responses from the combination of weighted variables you select are filtered out automatically.
    3. To add survey questions, ensure that the Survey Questions tab is selected, and click the Question Name checkbox beside each question to include in the weighting scheme.
    4. To add profile variables, select the Profile Variables tab, and click the Variable Name checkbox beside each profile variable to include in the weighting scheme.
    5. Click Next.
    6. Enter the Target Percentage for each variable.

      Valid target percentages must:

      • Add up to 100% total.
      • Only contain numbers (not letters or special characters).
      • Be greater than or equal to 0.
      • Be set to 0 if the sample percentage value is 0.
      • Be set to a value above 0 if a value above 0 exists for the sample percentage.
    7. Optional: Select the Set Maximum Weight Factor Limit checkbox and enter the value for the limit.
      This sets the maximum weight factor the algorithm can use to adjust a variable when applying the weighting scheme. You can enter any integer or decimal value up to 50. The decimal value can include two decimal places.
    8. Optional: Select the Set Minimum Weight Factor Limit checkbox and enter the value for the limit.
      This sets the minimum weight factor the algorithm can use to adjust a variable when applying the weighting scheme. You can enter any integer or decimal value up to 50. The decimal value can include two decimal places. It must be less than or equal to the Maximum Weight Factor Limit.
    9. Click Calculate Efficiency.
      Result: The Weight Scheme Results page is displayed. For information on this page, see Interpreting weighting scheme results in modern reports.
    10. Click Save.
  5. Click Apply & Exit.