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Uploading Historical Data (EE)

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About Uploading Historical Data

There are times when you need to upload historical data for use in your employee dashboards. For example, you may want to compare the feedback provided by your employees this year with the feedback provided last year, to see if there are common themes or improvements. There are several steps to importing historical data into Qualtrics, including recreating the survey questions in Qualtrics, importing the participants, generating their hierarchy, mapping the old and new hierarchies together, and adding the historical source to your dashboard. This page will take you through all the processes involved.

Attention: If you do not have unique ID, you will need to make sure your file has an Email column instead of a Unique Identifier column, and you will need to use the Legacy importer.
Qtip: If you make changes to a historical data source, all you need to do to update all the dashboards connected to it is update all responses with new metadata.

Uploading Historical Data

These are high-level steps to help you import historical data. You will need to follow the links for a more detailed breakdown of each process.

  1. Create a project where the historical data will live. We’ll call this our historical project.
  2. In the historical project, build the historical survey questionnaire.
    Survey editor in the Historical EX project

    Qtip: See Creating & Editing Questions for a guide. If the questions are the same as another engagement project in your account, consider copying the old project instead of creating a new one.
  3. Prepare a historical file of employees. Remember to include information necessary to build the hierarchy.
    Qtip: Remember this must be the hierarchy that was in place when the historical data was collected. Do not upload the most recently updated employee hierarchy to the historical project.
  4. Click Add participants.Clicking Import from file in the Add participants drop down menu
  5. Select Import from file.
  6. Upload the historical participant file.Uploading the historical participant file
  7. Generate the historical hierarchy. See Generating Parent-Child Hierarchies or Generating Level-Based Hierarchies, depending on your format.
    Adding an org hierarchy for the historical data file
  8. Navigate to the Data & Analysis tab.Navigating to the Data & Analysis tab and selecting Export Data
  9. Click Export Data to export in CSV or TSV format.
  10. Enter your response data into the file. You must include a Unique Identifier column with a unique ID for each response: this is how the response data is linked to the correct employee. Make sure the file is saved as a CSV (UTF-8) or a TSV.
    Qtip: You may exclude additional metadata columns, such as email, tenure, manager ID, levels, etc. The importer will ignore these columns because they are not needed to identify the respondent. You only need to include the Unique Identifier and survey answers.
  11. Import the data.
    Import responses preview window
  12. Leave the historical project. Go to the project where you want to display the historical data alongside your new data.
  13. Open the Hierarchy Tools drop down menu.Opening the Hierarchy Tools drop down menu and selecting Map Org Hierarchy Units
  14. Select Map Org Hierarchy Units.
  15. Map the historical hierarchy.
    Mapping the historical hierarchy

    Qtip: Make sure all of your hierarchy units are mapped across both projects.
  16. Add the historical data as a new source to the dashboard.
    Adding your historical source to the dashboard

    Qtip: If you are working with a Pulse project, you will also need to click the source and select Refresh.
  17. In order to see the historical data in the dashboard, you now must return to the historical project and update participant metadata. You can do this by going to the Participants tab of the historical project, clicking Tools, and selecting Update all responses with current metadata.
    Updating all responses with metadata in the Participants tab
Qtip: If any new responses are uploaded to the historical project, you just need to update the new responses with current metadata. The exception is if you are using a Pulse project – then you should also refresh the dashboard source.
Qtip: If you are working with Lifecycle or Ad Hoc Employee Research projects, there are no hierarchies. This means you can skip Steps 5 and 10.