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JohnHaggard-58a's avatar
JohnHaggard-58a
Community Member
4 days ago

I am trying to create a survey that ranks answers, and then tally's the responses on the last slide

I am creating an investor personality survey. My SME has created the survey in Excel, which has 14 questions, with each question having 4 answers. The learner needs to rank each answer with a most like me, like me, somewhat like me, least like me response.  Most like me gives a count of 4, like me = 3, somewhat = 2, and least = 1.  At the end of the 14 questions, these responses need to total up into 4 investor personality types.  

I am having a challenge trying to figure out which survey question type would be best, and how to add them up if each question is on a separate slide so that it outputs at the end what their investor type would be.  I have searched and searched since expecting this would be very similar to a general personality type survey, but I am having a hard time finding one that does exactly what I am looking for.  

I know someone out there has the answer, or possibly an example of what I am looking for. Thank you in advance for this great community and how you respond to these types of questions. 

My assumption is that this needs to be done in storyline, but if there is a rise solutions, I would love that too.

Sincerely...stuck, but still optimistic!

7 Replies

  • JohnHaggard-58a​: Thanks for clarifying how you want the ranking to work. 

    Here's a post I did about creating a ranked-choice interaction with buttons: TIP: Ranking-Order Interaction | Articulate - Community 

    That type of interaction could easily be used to calculate the scores for each investor type. 

    And here's my post about calculating with variables: PRIMER: Trigger calculations in Storyline | Articulate - Community 

    • Be careful when triggering calculations to prevent extra operations being triggered when a user changes a selection.
    • Show the variable references on the slide during development. That really helps you see whether adjustments occur the way you want them to.
  • I spent several hours yesterday playing around with Articulate Rise and it's "html code block".  I don't know how to write html code, but after about 15 attempts working with CoPilot, asking it to write code for me, and meticulously explaining what I needed, I did get a finished code that worked as I hoped.  With that said, I would still love to know how to build this from scratch because if a SME wanted to tweak anything, it would be pretty difficult to edit anything without lots of prompting challenges using CoPilot.  

    I will drop a screenshot of what my survey currently looks like below. All four answers associated with each question is tied to an investor type.  So, when a learner ranks the answers from "Most like me, to like me, to somewhat like me, to least like me....the top response would get 4 points, then 3, then 2, and least would get 1.  At the end of 14 questions, all rankings would need to be totaled and output for the learner to see.  This does not need to be input into an LMS....just a total results score for the learner to see.  The highest investor personality type would get the highest score, but the other there would also have a total score...but their numbers would just be less than their highest.  I hope that makes sense. 

    In the screenshot above, the learner would use the arrows to move responses up or down.  The answer that ends up in the number 1 position would ultimately get 4 points, while the answer in position 4 gets 1 point. 

    Each of the four possible answers are tied to a different specific investor type.  Where they end up being ranked is then how they get a point total associated to them.  

    I am curious if anyone has thoughts on a different way to do this, instead of using arrow buttons to move responses up and down.  I could be a bit tedious for some of our learners who are elderly and some not entirely computer savvy.  Thanks again everyone for trying to troubleshoot with me. 

  • Hello JohnHaggard-58a​ 

    Unlike JudyNollet​ , I don't understand if you really want to increment a single variable with the response points OR four variables/one per investor type (the variable that comes out on top indicates the investor type that most closely resembles you)?

    It seems to be one variable, and depending on its value, you determine the type. This is a little less relevant for the learner because if you move up to the superior category between 75 and 76% (for example), you are in the same category as someone who scored 99%.

    If I may suggest, frankly, in this case, I would keep it simple and completely manageable.

    I would create a first slide with a “choose an answer” built-in that I would customize as I wish (or as required by the client's graphic charter). No feedback as suggested by Judy. Four triggers: “(Ajust variable) Add 1 point to the ‘Total points’ VAR when the learner presses the NEXT/VALID button if the first answer is SELECTED,” “Add 2 points... if... second answer... SELECTED,” and so on.

    Duplicate this slide. Change the wording of the question and answers, and the order of the answers. DONE. Duplicate this slide... and so on.

    No need to add up the points: each slide does this automatically.

    At the end, on the fifteenth blank slide, display (or not) the “total points” VAR and show the feedback you want according to the value of the VAR.

    (Note: I think I spent more time writing this than creating the first slide!)

    There will be more triggers if you increment four different variables, but the end result will be more refined. You can present the “race” between investor types in the form of a customized slider, bars, or images of varying sizes, and convert the points into percentages. But that depends on what your SME has given you.

    Hope it helps.

    • JohnHaggard-58a's avatar
      JohnHaggard-58a
      Community Member

      That you so much ThierryEMMANUEL​.  I posted a reply below that hopefully helps better explain my intended need.  I am not loving the up and down arrow way of moving things but still trying to figure out a solution. Thanks again for your reply. 

      • ThierryEMMANUEL's avatar
        ThierryEMMANUEL
        Community Member

        Hello JohnHaggard-58a​ 

        Despite your hard work, I don't find the arrow buttons very practical either. And if you have to spend even more hours modifying the code because your SME has changed a detail...

        I'm not a fan of JudyNollet​ 's suggestion, not because it's irrelevant, but because it doesn't suit MY WAY OF THINKING. Maybe it suits yours.

        As I suggested in my previous reply, I think something similar to sliders is more intuitive and visually relevant in your case. I followed that lead. The goal is to keep it as simple and practical as possible.

        As you can see in the attached demo, you set up the functionality, adjust the text, customize the graphics EXACTLY as you want on the first slide, then duplicate it 14 times. Adjust the text. And you're done. But it's still easy to modify screen by screen if necessary.

        Just be aware of this: each time you duplicate a slide, the sliders automatically assign themselves an associated variable (slider1, slider2, etc.) that you don't need. Change them to the variables you have created according to your needs and delete slider1, slider2, etc., to keep the variables panel clean.

        There are two tips that Judy gives that I ALWAYS apply when I work. Temporarily display the variables I'm working on on the screen to better detect my mistakes. Put additional and/or repetitive triggers on additional layers so as not to clutter up the base layer.

        A layer is used exclusively to prevent the learner from moving on to the next question without selecting each option or creating duplicates. I find this useful, but you can delete it if it's not necessary.

        What do you think?

  • As I understand your request, it sounds like you have Likert-like questions, and you want a "total" based on the user's responses. It's not clear whether or not you want that info submitted to the LMS/LRS or if it's just needed to show the user.

    Unfortunately, Storyline triggers can't pull info about responses to Likert survey questions. So using those wouldn't allow you to determine the investor type. 

    One easy solution: use multiple-choice/pick-one question slides. Assign different point values to each answer. To do that, switch the question to Score: By Choice. Here's an example: 

    Also set the Feedback to None, which will get rid of the Correct and Incorrect layers.

    Then, on the Results slide, you could set the passing score to 0%, so the Success layer always shows. You could just show the total points, and then have a list saying what investor types align with what point ranges.

    Or, for a more personalized feel, have a layer for each type. Use triggers to show the appropriate type based on the value of the points variable. 

    The nice thing about that method is it lets Storyline do most of the work, and it submits the info to the LMS/LRS.

    Another option: Use Pick-one survey questions. In that case, you'll need to create your own triggers to add up the score. You could also trigger to enter that score into a short-essay survey question that the user can't actually edit (i.e., survey field is on the base; slide shows a layer that prevents clicking on the base). Also use a Results slide to have all that info submitted to the LMS/LRS.

    Otherwise, you could set up custom questions. This post discusses that option and has a demo file. 

     

    That method doesn't send info to the LMS/LRS. But this article describes how to send a variable value: 

    • JohnHaggard-58a's avatar
      JohnHaggard-58a
      Community Member

      That you so much JudyNollet​ ​.  I posted a reply below that hopefully helps better explain my intended need.  I am not loving the up and down arrow way of moving things but still trying to figure out a solution.

      I do need to rank each answer in a way that gives them an order...so I can't have the learner select just one answer, then need to select them all, but put them in order from best to worst.  Hope that makes sense. Thanks again for your reply.