Apply a weighting scheme to a modern report – Alida Help Center

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

On the report toolbar, select Statistics > Weighting.

The Weighting panel appears.
Turn on the Weighting toggle.
To select an existing weighting scheme, select the scheme from the Weight Scheme drop-down list.
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.
  
  If you have created profile variable categories, you can select a category in the All Categories drop-down list to narrow down the options. By default, profile variables belonging to all categories are displayed.
  
  The categories associated with each profile variable are listed in the Categories column.
  
  If you haven't created any profile variable categories, All Categories is the only option in the drop-down list and the Categories column is always empty.
5. Click Next.
  The Apply Weight to Variable(s) page is displayed. This page lists the selected variables with the appropriate filters applied. It also lists the total for the Combination of Variables calculated for the weight scheme. These values are used simultaneously to ensure the sample data better represents the target population's know distributions across multiple variables. The maximum Combination of Variables is 250,000.
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.
  The Weight Scheme Results page is displayed. For information on this page, see Interpreting weighting scheme results in modern reports.
10. Click Save.
Click Apply & Exit.

The selected weighting scheme is applied to the report and the following weighting metrics are added as rows in the crosstab:

Weighted base: The total number of responses after weighting is applied.
Effective base: The adjusted sample size after applying weights.
Unweighted base: The total number of responses before weighting is applied.

The totals for each answer and the results for each banner column are displayed.

For more information on these metrics, see Interpreting weighting scheme results in modern reports.

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