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Editing a Data Model (CX)

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Qtip: The data modeler and related functionality is not yet available to all customers. If you’re interested in this feature, please reach out to your XM Success Representative. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.

About Editing a Data Model

Once you’ve created a data model, you may need to make edits to it. The edits covered on this support page include:

  • Removing elements.
  • Changing the fields you can map in your dataset.
  • Managing labels.

If you want to map multiple sources together or join data, see Unions and Joins. For how to create or use a field group, see Field Groups (CX). For recoding values, see Recoding Data Model Fields.

Qtip: A. “node” refers to any element in a data model. This includes sources, unions, joins, and output datasets.

Editing a Data Model

  1. Go to the Data page.
    clicking hamburger menu top of every Qualtrics page, selecting data from the menu
  2. Click the 3 dot menu next to the dataset you want to edit.
    page displays a list of datasets with 3 dots to the far right of each, which opens a menu once clicked
  3. Click Edit.

Removing Nodes from the Data Model

Warning: Be careful when editing a data model that’s currently in use. If you delete a node (union, join, or source), then add the same node back, it’s treated as a brand new, separate node. That means you will have to readjust any widgets that use fields that were deleted and re-added.

To remove a source, a union, or a join, click the X in the upper-right.
every source, union, join, and output appears as a separate block in the model. X in upper-right of the rightmost block in the model

Selecting Which Fields To Include from Sources

If you click a source and go to Schema, you can select and deselect the fields included in your dataset.

clicking a source block on the left, which opens a menu along the bottom of the page; in this menu, you can go to the source tab

Qtip: The steps described here control the fields you can possibly map in your dataset. To add a new field, see Unions.

Adding a New Field

There are many reasons you might need to add a new field to your data model. For example, if you added a new field (or column) of data to your source after you published your data model, or if you changed your mind about a field you didn’t map earlier.

You can add a new field to many nodes, including:

  • Data sources
  • Unions
  • Joins

However, adding a field to one node will not automatically carry it into any other connecting nodes. You must add the same field to its source and to each following node to include it in your dataset output.

The error message says "Adding this field won't cause this field to automatically be added in any Unions or Joins involving this data source. You must add the corresponding field in each Union and Join separately."

Example: You added an Education field to your CSAT 2019 survey. To get Education into your final dataset, you need to first add it to your CSAT 2019 source, then in Union 1 and Join 2. The field doesn’t need to be added to Join 1 because it isn’t connected to the CSAT 2019 survey.

Image of a join with several sources, joins, and unions

  1. If you’re editing an existing dataset, remove the output dataset.
    X in upper-right of output highlighted
  2. Select the data source, union, or join that you’d like to add a field to.
    Adding the Education field to the source
  3. Go to the Field editor.
  4. Click Actions.
  5. Select Add field.
  6. Map and name the dashboard field.
  7. Select the field type.
  8. Add the same field to any following unions or joins that are connected.
    Adding the education field to a union

    Attention: When mapping the same field across multiple nodes, be careful to use a consistent field type.  For example, if your CSAT is a Number Set at the source, it should be a Number Set in any unions and joins that follow. If you change the type in one node, you must change it across all of the others. If the type differs for each version of the field, there could be unintended effects, such as certain values not carrying over.
  9. Once you’re finished making changes, add a new output dataset at the end.
    Adding the output and publishing
  10. Publish your data model.

Deleting Fields

Attention: Make sure the field is deleted from every node in the data model. Deleting the field from the source removes the data from the dataset, but it will leave an empty field in any unions or joins that use that source.
  1. Click the source that contains the field you want to delete.
    opening a source and deleting a field
  2. Go to Field editor.
  3. Click the 3 dots next to the field.
  4. Select Delete Field.
  5. Select any following unions or joins.
    deleting a field from a union
  6. Delete the field from those nodes, too.
  7. If you’re editing an existing dataset, make sure to delete the output dataset.
  8. Add a new output dataset.
    adding an output and publishing
  9. Publish your changes.

Editing Dataset Fields

There are many changes you can make to your dataset fields. Some edits are made to the source, some are made in unions, and others are made to the output dataset.

To edit a source, union, join, or output, first click on it.

clicking a join, which opens a menu along the bottom of the data model

Editing source fields

Editing unions

See Unions (CX) for specific steps on:

  • Mapping the same field from multiple sources together.
  • Separating fields.

Editing joins

With joins, you can merge data rows based on a common field, such as a unique ID. See Joins (CX) for more details.

Editing output datasets

FAQs