Create a Matrix Question

In cases where a series of questions can be responded to with the same set of answer choices, matrix questions can help streamline survey appearance by grouping the questions together in a table.

Answer choices display using either radio buttons (to permit only one answer to each question) or check boxes (to allow more than one answer). If you choose radio buttons, you can restrict selections to one choice per row, forcing respondents to rank their answers.

From the Questions explorer, click New.
A new question opens on the content pane.
Tip: You can also create questions from an open question by clicking the New button. Additionally, if your navigation set is configured to add questions from the file menu, click File > Surveys > Question. See Configure the File Menu.
Select Matrix from the Question Type drop-down list.
Enter the introductory text for the matrix in the Introduction Text field.
This text summarizes the group of questions in the matrix. For example, “Please rank your service experience in the following areas.”

Enter field information.

Matrix Section

Field	Description
Display As	Click this drop-down list to select how answer choices display. Options include Radio or Checkbox. Radio is the default. The question display type affects which fields display in the Matrix section.
Respondent Row Selections	These settings define whether matrix questions are required and the number of answers that can be selected per question.
Respondent Must Answer Each Question	Select this check box to require respondents to answer each of the questions in the matrix. The questionnaire cannot be submitted without answering all of the listed questions.
Minimum	Enter the minimum or maximum number of choices respondents must select in these fields or use the up and down arrows to select a number. The minimum number cannot be more than the maximum number. These fields display only for Checkbox choice type.
Maximum
Example	This is a sample to illustrate the position of questions and choices in a matrix table. This example does not display table, cell, or border styles defined in the display options, nor does it display questions or choices that have been added to the lists.
Questions Panel	The question list displays all questions defined for the matrix. You can drag and drop the questions to reorder the list.
Add Question	Click this button to add a question to the matrix.
Question Text (Row)	This column displays the question text. Question text entries appear as labels in the rows of the matrix table.
Action	This column displays actions that can be taken on questions.
Edit	Click this button to edit the question.
Remove	Click this button to remove the question.
	Click the up or down arrow to move the selected choice one position higher or lower in the list.
Choices Panel	The choice list displays all choices defined for the matrix. You can drag and drop the choices to reorder the list.
Add Choice	Click this button to add a choice to the matrix.
Choice Text (Column)	This column displays the choice text. Choice text entries appear as labels in the columns of the matrix table.
Score	Enter the score for the choice in this field or use the up and down arrows to select a number. The score value is used to assign a relative weight to each choice and allows for survey calculations to trigger rules or campaign actions based on the respondent’s answers. For information about using rules with survey results, see the Last Survey Score field description under Incident Conditions. See also Add a Rule.
Action	This column displays actions that can be taken on choices.
Edit	Click this button to edit the choice.
Remove	Click this button to remove the choice.
	Click the up or down arrow to move the selected choice one position higher or lower in the list.
Randomize Rows	Select this check box to display the questions in the matrix in a random order. If the check box is not selected, the questions display in the order in which they are listed in the list of questions.
Forced Ranking	Select this check box with radio button choices to restrict survey respondents to select only one choice per column. This option is useful when designing a matrix containing rows of items that you want your respondents to rank. Since matrix questions with radio buttons allow only one choice to be selected per row, the additional restriction on columns forces respondents to rank their answers. Note: When Forced Ranking is selected, the matrix must contain the same number of rows (questions) as it does columns (choices).

Click the Display Options button on the ribbon to define HTML properties for the question and answer.
The Display Options window opens.

Enter field information:

Matrix Question Display Options

Field	Description
Introduction Display Options	Enter information in this section to define how the introduction text appears in the survey. Style and class must be defined in a CSS file that is available on your web server and linked to in the <head> tag of a survey template.
HTML Style	Enter any HTML style and class attributes you want to assign to the introduction text in these fields. Style and class attributes define how the text appears, such as color and font. For example, color: red; font-weight: bold; font-style: italic.
HTML Class
Question Display Options	Enter information in this section to define how the question text appears in the matrix. Style and class must be defined in a CSS file that is available on your web server and linked to in the <head> tag of a survey template.
HTML Style	Enter any HTML style and class attributes you want to assign to the question text in these fields. Style and class attributes define how the text appears, such as color and font. For example, color: red; font-weight: bold; font-style: italic.
HTML Class
Choice Display Options	Enter information in this section to define how the choice options appear in the matrix. These attributes are applied to the listed choices for the question. Style and class must be defined in a CSS file that is available on your web server and linked to in the <head> tag of a survey template.
HTML Style	Enter any HTML style and class attributes you want to assign to the choice options in these fields. Style and class attributes define how the text appears, such as color and font. For example, color: red; font-weight: bold; font-style: italic.
HTML Class
Table Properties	Define the table attributes in this section.
Border	Enter the width, in pixels, of the table border or use the up and down arrows to select a number.
Alignment	Click this drop-down list and select the alignment of the table on the page. Your choices are Left, Centered, and Right.
Width	Enter the width of the table, or use the up and down arrows to select a number, and select the unit from the radio buttons (Pixels or Percentage).
Header Repeat by Rows	Enter the number of rows after which the header row will be repeated, or use the up and down arrows to select a number.
Dark Background Color	Click the color box to select a color for the dark background or enter the HTML hexadecimal value of the color in the field to the right of the color box.
Light Background Color	Click the color box to select a color for the light background or enter the HTML hexadecimal value of the color in the field to the right of the color box.
Border Color	Click the color box to select a color for the table borders or enter the HTML hexadecimal value of the color in the field to the right of the color box.
Cell Properties	Define the table attributes in this section.
Cell Spacing	Enter the spacing and padding, in pixels, of the table cells or use the up and down arrows to select a number.
Cell Padding

Click OK.
To preview the question before saving it, click Preview Question on the ribbon. The Question Preview window opens.
1. Click OK.
To spell check your question, click Spelling.
Click Save.
The Save As window opens where you can select the folder you want to save the question in and enter the name of the question in the Name field.
Click Save.