Data & Analysis in Imported Data Projects

About Data & Analysis in Imported Data Projects

Data & Analysis is a tab where you can view and manage the data in your project. Here, you can filter, classify, merge, clean, and statistically analyze your response data. This support page will explain the features available in the Data & Analysis tab of an imported data project.

Re-Importing Data

Imported data projects are the only types of projects that allow you to re-import data. This means that rather than uploading all new responses, you can make changes to data that already exists in your project using a file upload.

Unique IDs

Imported data projects with unique identifiers are the easiest to re-import data for, because the unique ID is how Qualtrics recognizes which responses to update.

Unique identifiers can only be added to an imported data project when you first create it. See step 11 in the setup process.

Examples of unique identifiers include response IDs, customer IDs, employee IDs, or random number IDs you generated right inside the sheet.

Preparing a File

Your file must have the exact same headers your dataset has. You want to make sure no headers are missing and that every field rename is accounted for. To make this easy, we recommend exporting your data to use as a template for your updates.

1. Go to Data & Analysis.
   
2. Go to the Data section.
3. Click Export & Import.
4. Select Export Data.
5. Select either CSV or TSV. Do not select Excel.
   
6. Make sure Download all fields is selected.
7. Click Download.
8. Open the file in Excel or an equivalent software and make your desired edits. Do not add new headers or remove any headers. When you save the file, make sure CSVs are UTF-8 encoded, and TSVs are UTF-16 encoded.

Re-Importing Data

Once your file is ready, you can import it with a few easy steps.

1. Go to Data & Analysis.
   
2. Go to the Data section.
3. Click Export & Import.
4. Select Re-import Data.
5. If your project doesn’t have unique identifiers, select Replace all existing data with the uploading data.
   
6. Click Choose file and select the CSV or TSV you just edited.
7. Click Re-import.
8. Qualtrics will tell you when the import is complete. The page will then reload.
   

Importing New Data

To import new responses into an imported data project, you will follow many of the same steps you take to re-import data. There are just 2 differences:

• If your project has unique identifiers, make sure the new responses have their own unique identifiers that do not match any other existing response. If unique identifiers match, data will be overwritten.
• If your project does not have unique identifiers, make sure you do not select Replace all existing data with the uploading data.

Editing Fields

The Field Editor is located in the Data section of the Data & Analysis tab. Here, you’ll see all the fields in your imported data project and be able to make edits, such as renaming fields, recoding values, changing field types, and removing fields.

To learn more about all the ways you can edit your fields, see Editing Custom Variables.

To create a new field altogether, see Custom Field Creation.

Exporting Data

Exporting data from an imported data project is very similar to exporting data from a survey project. There are just a few key differences.

Export formats

You can only export data in a CSV, TSV, or Excel (XLSX) format.

Export options

Imported data projects only have the following export options available when you click More options:

• Compress data as .zip file
• Use commas for decimals
• Remove line breaks

See Export Options for a description of each.

Recoding a Field

After setting up your project, you may realize that you need to change the values of a response choice or exclude choices from analysis. In this case, you would recode the values of your variable.

1. Select Field Editor.
   
2. Click the 3 dots next to the field.
   
3. Click Recode.
4. If you don’t have any sources and recodes listed, click More Options.
   
5. Click Manage Labels.
   
6. Here, you can add the list of options as you want them to appear. If you don’t want to change an option, you don’t have to add it. But if you want to, for example, recode a written scale into a numeric one, here’s where you’d click Add to list each numeric value.
   
7. Click the X next to a label to remove it.
8. Once all of your labels are listed, click Apply.
9. Now it’s time to map your recodes. On the left, under Source, add the options as they are originally encoded in your data. On the right, under Recode, select the new label, or exclude the option from analysis.
   
   Qtip: If an option is excluded from analysis, it will be hidden and ignored in any reports you create. This option does not remove the entire associated response from the project — it only hides the selected field value.
   Qtip: Note that the recode values are limited by the field type. For example, if you want to recode scores to groups, the type must be Text Set instead of Number Set, because the recoded values will be text instead of numbers.
10. Click Add to add as many values as you need to recode.
    
11. If you’re editing a multi-answer text set, you’ll also see Edit Delimiter under More Options.
12. Select your delimiter from the menu, and click Apply when done.
    Qtip: A delimiter determines how multiple values for the same field are separated in a file. For example, a customer who has visited multiple locations might have a “Location” equal to “Seattle,Provo”. In this example, the comma would be the delimiter.
13. When finished recoding, click Apply.
14. Click Review and Publish.
    
15. Select Publish your Changes.
    

Other Features in the Data Section

A lot of functionality in the Data section works the same as it does in survey projects. Here’s a list of support pages covering this functionality:

• Recorded Responses
  Qtip: Imported data projects only allow you to view 1 page of responses at a time. That means filtering or selecting data in bulk will be limited to 1 page of responses.
• Filtering Responses
• Custom Field Creation
• Editing Responses
• Translate Comments
  Qtip: Make sure comments you want to translate are set to open text.

Other Features in Data & Analysis

The Data section isn’t the only one in the Data & Analysis tab. The following is a list of features available in imported data projects, so long as they have already been purchased for your license.

• Stats iQ
• Crosstabs
• Text iQ
• Weighting
• Predict iQ