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XM Essentials 8: Scrubbing Up

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Optional: Borrow Moksh and Naman’s Survey and Data

This lesson displays Moksh and Naman’s data from the Dogfood Project created in XM Essentials 1-7. Our images and data will look differently to yours because the data has been collected from a unique panel of respondents.

If you want the data you work with to exactly match the images displayed in XM Essentials 8-11, simply borrow a copy of Moksh & Naman’s survey (QSF) and response data (CSV) by jumping to the supplemental lesson XM Essentials 12: Importing & Exporting QSF & CSV Files, and following the instructions.

Qtip: We also advise you to borrow Moksh & Naman’s data if you want to complete XM Essentials 8-11, but were unable to collect data of your own.

About the Data & Analysis Tab

Dig deep into your data by clicking the Data & Analysis tab to analyze, organize, scrub, sort, filter, edit, delete, weight, translate, import, and export your responses.

The Data & Analysis tab hosts several subsections:

Inside Data and Analysis, the next row of tabs under that

  • Data: Filters, classifies, merges, imports, and scrubs data.
  • Text: Cleans and tags text entry responses by topic.
  • Analysis: Opens Stats iQ, a powerful analytical tool that can perform regressions or determine the relation between multiple variables.
    Qtip: If you don’t see an Analysis tab, you probably haven’t purchased Stats iQ. Check the Stats iQ Basic Overview page for details.
  • Crosstabs: Performs multivariate analysis, calculates the P-Value, runs Chi-Square and T-Tests.
  • Weighting: Adjusts for underrepresented populations.
    Qtip: Learn more in the Data & Analysis Basic Overview.

Viewing Individual Responses

Like most, Moksh and Naman were eager to see how their neighbors responded. I showed them how to view individual responses as PDF files. Let’s take a look.

Try it!

Exercise A-A: Viewing Individual Responses

  1. Open your project.
    Selecting our project from the projects page
  2. Choose the Data & Analysis tab.
    Data & Analysis tab open. On far-right to responses, dropdown
  3. Click Data.
  4. Click the Actions dropdown arrow for any response you want to view.
  5. Choose View Response.
  6. Use the arrows (< >) to flip through individual responses.
    Response report opens in new window
  7. Scroll down the response to see all the questions and how respondents answered each one.
  8. Scroll to the bottom to see the IP address, date recorded, and duration of survey. (These are examples of survey metadata.)
  9. Examine the GeoIP location data.
    Qtip: Survey metadata are built-in fields recording useful respondent information beyond your question data. For example, Duration lets you track the time (in seconds) it took to complete a response.  GeoIP identifies the location where a survey was taken.
  10. Click Close when finished.

Changing Headers

The Data tab displays only a few column headers to keep things from appearing overcrowded. To change headers and column data:

  1. Choose the column headers you wish to display by opening the Tools menu.
    Choosing columns from tools menu on right
  2. Go to Choose Columns.
  3. Select the questions you want to see.
  4. Click already checked fields to hide a question column from view.

Exercise A-B shows another way to change column headers.

Try it!

Exercise A-B: Opening and Hiding Headers

  1. Open your project.
    Selecting our project from the projects page
  2. Choose the Data & Analysis tab.
    Tabs along top of a survey
  3. Click Data.
  4. Hover over any column header and click a plus sign ( + ).
    Green plus signs at top of column of data
  5. Select from the possible metadata and question options that appear in the menu. In our example, we’re adding our Text Entry – Other part of this question, “What summertime drinks do you prefer?”
    Dropdown menu from column
  6. To hide an unnecessary column, click on the column header and pick Hide Column from its dropdown list.
    Hide column is fourth to last option in column dropdown
Qtip: To retrieve a hidden column, simply add the column header back in, as shown in Steps  1-5.

Exercise A-C: Viewing and Sorting Records

  1. Open your project.
    Selecting our project from the projects page
  2. Choose the Data & Analysis tab.
    Tabs along top of a survey
  3. Click Data.
  4. Scroll down your recorded responses. Notice that 20 records are displayed per page.
    Data & Analysis tab

    Qtip: Initially, the most recent response (or row of data) will appear at the top of the list sorted by time and date.
  5. Jump to the next page of 20 recorded responses by clicking the forward (>) arrow. Return to previous page of 20 completes by clicking the back (<) arrow.
  6. Click on the first question’s column header and pick Move Column Right. Repeat, moving the column two places to the right.
    Column dropdown, last option
  7. Click on any numeric question’s column header and pick Sort Largest-Smallest.
  8. Reverse the order for a numeric question’s column by choosing Sort Smallest-Largest.
    tiny icon in bottom-right of column header

Extra Credit: Recorded Responses vs. Responses in Progress

When respondents are still working on their survey, they are tagged as responses in progress. Responses in progress are not included in your recorded responses until the survey has been finished. When you halt your survey,  you will be asked to either save or discard any lingering responses in progress.

Qtip: You can also set a timeframe for incomplete responses in your survey options. See the Responses in Progress support page for more details.

Responses in progress is right under recorded responses option in upper-right

Scrubbing Text Questions

Sometimes text data can be problematic. When we generated this preliminary word cloud of our alternative drink suggestions — it turned out to be a pretty weird word cloud. As you can see there were inappropriate words (think “expletives”), spelling errors (ail vs. ale), and all sorts of craziness around the words root, beer, and rootbeer. Some simply entered gibberish — like asdf or 1234.

Word cloud... ginger is in huge green letters

This word cloud is not something you would consider sharing. Its dataset needs editing. Plus, I didn’t want Moksh and Naman to see the inappropriate words. So I made the following surgical scrubs:.

Try it!

Exercise A-D: Editing Single Records

  1. Select the response you wish to correct.
    Edit button turned blue
  2. Click the Edit button.
  3. Make your correction. (We changed ail into ale.)

Exercise A-E: Deleting Multiple Records

  1. Scroll through the responses and look for inappropriate language or gibberish responses.
    Image of responses being selected in the data and analysis tab
  2. Select any offending records using the checkboxes to the left.
  3. Choose the With Selected dropdown.
  4. Pick Delete.
  5. Check the I am sure I want to delete # responses box.
    Remove window

    Qtip: When the Delete Responses box appears as seen in the below image, make a careful decision. Are you sure you want to delete these responses?
  6. Press the red Delete # responses button.
Qtip: You must select the checkbox for I am sure I want to delete responses. (Don’t worry about decrementing Quotas in the first box at this time.)

What’s Next?

  1. Continue to XM Essentials 9: Filtering Out & Weighing In.