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What is the history of conjoint analysis? What is the difference between “profile-level” and “choice-level” data?

Conjoint designs were popular in market research.

Each respondent was given two different profiles (e.g., of a product) and then was asked to rate each of the profiles. Doing so meant that each rating could be thought of as an observation. Thus, researchers were allowed to “stack” their data vertically, with one profile-per-row (i.e., “profile-level data”). However, when respondents were then asked to make a choice between the two profiles, these profiles are no longer independent; choosing one necessarily meant not choosing the other. While researchers often still stack their data into profile-level, this should not be the case. Instead, we use choice-level data, whereby each choice consisting of two profiles is recorded as a single observation.

See the choice-level analysis article for more information about profile-level vs. choice-level structure.

See the bias correction article for more information about how projoint corrects bias.

What if I have profile-level data?

We have tools available to help you with profile-level QOIs:
Profile-Level MMs (All Levels)
mm0 <- projoint(out1, .structure = "profile_level", .estimand = "mm")
print(mm0)
## 
## Projoint results object
## -------------------------
## Estimand:  mm 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Estimated 
## Tau:  0.172 
## Number of estimates:  48
summary(mm0)
## 
## Summary of Projoint Estimates
## ------------------------------
## Estimand:  mm 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Estimated 
## Tau:  0.172
## # A tibble: 48 × 6
##    estimand       estimate     se conf.low conf.high att_level_choose
##    <chr>             <dbl>  <dbl>    <dbl>     <dbl> <chr>           
##  1 mm_uncorrected    0.574 0.0134    0.548     0.601 att1:level1     
##  2 mm_corrected      0.614 0.0207    0.573     0.654 att1:level1     
##  3 mm_uncorrected    0.485 0.0134    0.458     0.511 att1:level2     
##  4 mm_corrected      0.477 0.0204    0.437     0.517 att1:level2     
##  5 mm_uncorrected    0.445 0.0131    0.419     0.470 att1:level3     
##  6 mm_corrected      0.416 0.0203    0.376     0.455 att1:level3     
##  7 mm_uncorrected    0.489 0.0133    0.463     0.515 att2:level1     
##  8 mm_corrected      0.483 0.0202    0.443     0.522 att2:level1     
##  9 mm_uncorrected    0.524 0.0130    0.498     0.549 att2:level2     
## 10 mm_corrected      0.536 0.0200    0.497     0.575 att2:level2     
## # ℹ 38 more rows
Profile-Level MMs (Specific Level)
qoi_1 <- set_qoi(
  .structure = "profile_level",
  .estimand = "mm",
  .att_choose = "att1",
  .lev_choose = "level1"
)

mm1 <- projoint(out1, .qoi = qoi_1)
print(mm1)
## 
## Projoint results object
## -------------------------
## Estimand:  mm 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Estimated 
## Tau:  0.172 
## Number of estimates:  2
summary(mm1)
## 
## Summary of Projoint Estimates
## ------------------------------
## Estimand:  mm 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Estimated 
## Tau:  0.172
## # A tibble: 2 × 7
##   estimand       estimate     se conf.low conf.high att_level_choose
##   <chr>             <dbl>  <dbl>    <dbl>     <dbl> <chr>           
## 1 mm_uncorrected    0.574 0.0134    0.548     0.601 att1:level1     
## 2 mm_corrected      0.614 0.0207    0.573     0.654 att1:level1     
## # ℹ 1 more variable: att_level_notchoose <chr>
Profile-Level MMs (Specific Level, Manual IRR)
mm1b <- projoint(out1, .qoi = qoi_1, .irr = 0.75)
print(mm1b)
## 
## Projoint results object
## -------------------------
## Estimand:  mm 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Assumed (0.75) 
## Tau:  0.146 
## Number of estimates:  2
summary(mm1b)
## 
## Summary of Projoint Estimates
## ------------------------------
## Estimand:  mm 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Assumed (0.75) 
## Tau:  0.146
## # A tibble: 2 × 7
##   estimand       estimate     se conf.low conf.high att_level_choose
##   <chr>             <dbl>  <dbl>    <dbl>     <dbl> <chr>           
## 1 mm_uncorrected    0.574 0.0134    0.548     0.601 att1:level1     
## 2 mm_corrected      0.605 0.0190    0.568     0.643 att1:level1     
## # ℹ 1 more variable: att_level_notchoose <chr>
Profile-Level AMCEs (All Levels)
amce0 <- projoint(out1, .structure = "profile_level", .estimand = "amce")
print(amce0)
## 
## Projoint results object
## -------------------------
## Estimand:  amce 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Estimated 
## Tau:  0.172 
## Number of estimates:  34
summary(amce0)
## 
## Summary of Projoint Estimates
## ------------------------------
## Estimand:  amce 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Estimated 
## Tau:  0.172
## # A tibble: 34 × 7
##    estimand         estimate     se conf.low conf.high att_level_choose
##    <chr>               <dbl>  <dbl>    <dbl>     <dbl> <chr>           
##  1 amce_uncorrected -0.0899  0.0190 -0.127     -0.0527 att1:level2     
##  2 amce_corrected   -0.137   0.0290 -0.194     -0.0801 att1:level2     
##  3 amce_uncorrected -0.130   0.0188 -0.167     -0.0931 att1:level3     
##  4 amce_corrected   -0.198   0.0294 -0.256     -0.140  att1:level3     
##  5 amce_uncorrected  0.0348  0.0186 -0.00170    0.0713 att2:level2     
##  6 amce_corrected    0.0530  0.0284 -0.00258    0.109  att2:level2     
##  7 amce_uncorrected -0.00177 0.0188 -0.0386     0.0350 att2:level3     
##  8 amce_corrected   -0.00270 0.0286 -0.0589     0.0535 att2:level3     
##  9 amce_uncorrected  0.0240  0.0204 -0.0159     0.0640 att3:level2     
## 10 amce_corrected    0.0366  0.0312 -0.0246     0.0979 att3:level2     
## # ℹ 24 more rows
## # ℹ 1 more variable: att_level_choose_baseline <chr>
Profile-Level AMCEs (Specific Level)
qoi_3 <- set_qoi(
  .structure = "profile_level",
  .estimand = "amce",
  .att_choose = "att1",
  .lev_choose = "level3",
  .att_choose_b = "att1",
  .lev_choose_b = "level1"
)

amce1 <- projoint(out1, .qoi = qoi_3)
print(amce1)
## 
## Projoint results object
## -------------------------
## Estimand:  amce 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Estimated 
## Tau:  0.172 
## Number of estimates:  2
summary(amce1)
## 
## Summary of Projoint Estimates
## ------------------------------
## Estimand:  amce 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Estimated 
## Tau:  0.172
## # A tibble: 2 × 9
##   estimand         estimate     se conf.low conf.high att_level_choose
##   <chr>               <dbl>  <dbl>    <dbl>     <dbl> <chr>           
## 1 amce_uncorrected   -0.130 0.0188   -0.167   -0.0931 att1:level3     
## 2 amce_corrected     -0.198 0.0294   -0.256   -0.140  att1:level3     
## # ℹ 3 more variables: att_level_notchoose <chr>,
## #   att_level_choose_baseline <chr>, att_level_notchoose_baseline <chr>
Profile-Level AMCEs (Specific Level, Manual IRR)
amce1b <- projoint(out1, .qoi = qoi_3, .irr = 0.75)
print(amce1b)
## 
## Projoint results object
## -------------------------
## Estimand:  amce 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Assumed (0.75) 
## Tau:  0.146 
## Number of estimates:  2
summary(amce1b)
## 
## Summary of Projoint Estimates
## ------------------------------
## Estimand:  amce 
## Structure:  profile_level 
## Standard error method:  analytical 
## IRR:  Assumed (0.75) 
## Tau:  0.146
## # A tibble: 2 × 9
##   estimand         estimate     se conf.low conf.high att_level_choose
##   <chr>               <dbl>  <dbl>    <dbl>     <dbl> <chr>           
## 1 amce_uncorrected   -0.130 0.0188   -0.167   -0.0931 att1:level3     
## 2 amce_corrected     -0.184 0.0266   -0.236   -0.132  att1:level3     
## # ℹ 3 more variables: att_level_notchoose <chr>,
## #   att_level_choose_baseline <chr>, att_level_notchoose_baseline <chr>
💡 Tip: When to Use .by_var

Use .by_var only when comparing profile-level MMs between two groups (e.g., Democrats vs. Republicans).

For AMCEs or choice-level quantities, .by_var is not currently supported.

📈 Profile-Level MMs and AMCEs

Estimate
mm   <- projoint(out1_arranged, .structure = "profile_level") 
amce <- projoint(out1_arranged, .structure = "profile_level", .estimand = "amce")
Visualize
  • Marginal Means
plot(mm)

  • AMCEs
plot(amce)

Profile-Level Subgroup Comparison: White vs. Non-White Respondents
outcomes <- c(paste0("choice", 1:8), "choice1_repeated_flipped")

df <- exampleData1 %>% mutate(white = ifelse(race == "White", 1, 0))

df_0 <- df %>% filter(white == 0) %>% reshape_projoint(outcomes)
df_1 <- df %>% filter(white == 1) %>% reshape_projoint(outcomes)
df_d <- df %>% reshape_projoint(outcomes, .covariates = "white")

data_file <- system.file("extdata", "labels_arranged.csv", package = "projoint")
if (data_file == "") stop("File not found!")

df_0 <- read_labels(df_0, data_file)
df_1 <- read_labels(df_1, data_file)
df_d <- read_labels(df_d, data_file)

out_0 <- projoint(df_0, .structure = "profile_level")
out_1 <- projoint(df_1, .structure = "profile_level")
out_d <- projoint(df_d, .structure = "profile_level", .by_var = "white")

plot_0 <- plot(out_0)
plot_1 <- plot(out_1)
plot_d <- plot(out_d, .by_var = TRUE)

plot_0 +
  coord_cartesian(xlim = c(0.2, 0.8)) +
  labs(title = "Non-white", x = "AMCE") +
  theme(plot.title = element_text(hjust = 0.5)) +

plot_1 +
  coord_cartesian(xlim = c(0.2, 0.8)) +
  labs(title = "White", x = "AMCE") +
  theme(axis.text.y = element_blank(), plot.title = element_text(hjust = 0.5)) +

plot_d +
  coord_cartesian(xlim = c(-0.4, 0.4)) +
  labs(title = "Difference", x = "Difference") +
  theme(axis.text.y = element_blank(), plot.title = element_text(hjust = 0.5))

How did researchers design conjoint surveys previously?

Using Anton Strezhnev’s Conjoint Survey Design Tool (Link: conjointSDT)

1. Generate a JavaScript or PHP randomizer

Many researchers use Anton Strezhnev’s Conjoint Survey Design Tool (Link: conjointSDT) to produce a JavaScript or PHP randomizer.

JavaScript

The JavaScript randomizer can be inserted into the first screen of your Qualtrics survey using Edit Question JavaScript. Example screenshot:

The JavaScript runs internally within Qualtrics and generates embedded fields for each conjoint task.
For example:

  • "K-1-1-7" = value for the 7th attribute, first profile, first task
  • "K-5-2-5" = value for the 5th attribute, second profile, fifth task

PHP

Alternatively, the PHP randomizer must be hosted externally.

Example hosted on our server:
https://www.horiuchi.org/php/ACHR_Modified_2.php
(PHP file here)

This method was used in:
Agadjanian, Carey, Horiuchi, and Ryan (2023)


2. Modify your JavaScript or PHP randomizer

You may want to add constraints — for example, prevent ties between profiles.
To do this, you can manually modify your JavaScript or PHP.

In the future, projoint will offer easier ways to add constraints!
Until then, resources like OpenAI’s GPT-4 can help you edit scripts.

Example PHP snippet ensuring racial balance between profiles:

$treat_profile_one = "B-" . (string)$p . "-1-" . (string)$treat_number;
$treat_profile_two = "B-" . (string)$p . "-2-" . (string)$treat_number;
$cond1 = $returnarray[$treat_profile_one] == "White" && $returnarray[$treat_profile_two] == $type;
$cond2 = $returnarray[$treat_profile_two] == "White" && $returnarray[$treat_profile_one] == $type;

if ($cond1 or $cond2) {
  $complete = True;
}

If you have good examples of manual constraints, please email Yusaku Horiuchi!


3. Add conjoint tables with embedded fields in Qualtrics

After generating the randomizer, you must create HTML tables displaying embedded fields for each task.

Example of the first task:

Each conjoint study typically includes 5-10 tasks.

The embedded fields update across tasks:
e.g., "K-1..." for Task 1, "K-2..." for Task 2, and so on.


It’s easy to create a repeated task for intra-respondent reliability (IRR) estimation:

  • Copy the HTML for Task 1 later into the survey (e.g., after Task 5)
  • Flip Profile 1 and Profile 2 (swap the embedded field digits)

Example repeated task:


4. Sample Qualtrics survey template

We provide a full Qualtrics QSF file ready to use!


This file recreates a standard conjoint survey setup based on Mummolo and Nall (2017).