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Data & Analysis in Imported Data Projects

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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.

Qtip: Only imported data projects created on or after June 16, 2021 have a Data section in the Data & Analysis tab. That means imported data projects created before this date will not have all the functionality described on this page.

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.
    Showing the steps described
  2. Go to the Data section.
  3. Click Export & Import.
  4. Select Export Data.
  5. Select either CSV or TSV. Do not select Excel.
    A new window opens over the Data & Analysis page
  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.

Qtip: These are the changes you can not make to the data by uploading a file:

Qtip: If you edit a response’s unique ID, it will be recognized as a brand new response.

Re-Importing Data

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

  1. Go to Data & Analysis.
    Showing the steps described
  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.
    A new window opens over the Data & Analysis page
  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.
    Message says Re-import succeeded!
Attention: You can always delete responses as needed. If you are deleting multiple responses at once, please note that you can only select 1 page of responses at a time.

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.

Image of re-import data window with the setting described deselected

Qtip: These are the changes you can not make to the data by uploading a file:

Editing Fields

Showing the field editor button on the right of the data & analysis page, underneath the tab and section nevigation

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

Download a data table window is open and the more options button at the very bottom is highlighted

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.

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:

Qtip: Imported data projects do not have the “Responses in progress” page.

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.