With Canvs MRX, you can upload dataset verbatim responses as fast as five minutes, depending on the size of the data.
Uploading a dataset
To import a dataset, start by clicking on the MRX button on your menu bar and then the "Upload survey" button.
On your Surveys screen, click Upload Survey.
Uploading a dataset
You have two Uploading options. Drag and drop the file onto the screen or click Browse Files and select the file from your computer. Or, Import and Connect directly from Qualtrics. In this guide, we will learn how to upload a file directly from your Device. To learn how to Import from Qualtrics, read here.
Canvs MRX supports both Excel files (.xlsx and .xls) and CSVs and both single or multi-tab spreadsheets. When there is one tab, the uploader will support one question per column or multiple questions per column. When using a spreadsheet with more than one tab, the uploader will support one Open Ended question per tab when creating a single dataset.
This is an example of a supported format with one tab:
This is an example of a supported format with multiple tabs:
This is an example of a supported format with stacked rows as questions in one column:
If you have a spreadsheet with multiple tabs, the system will ask whether your spreadsheet has Tabs as Questions or Columns as Questions. Likewise, if your spreadsheet has multiple Rows as Questions in a Column, you will be provided that option as well. Select whichever is applicable for your spreadsheet.
Importing Multiple Spreadsheet Tabs
If your spreadsheet has more than one tab, you can select which tabs to include in Canvs' analysis by clicking them one by one. Alternatively, you can choose to select them all. Canvs assumes that each tab is a separate question if you import your datasets this way.
Selecting the Header
The system will then walk you through a quick process to identify the header of your data. This step allows you to identify the questions and filters that you want to be imported into Canvs.
If you have multiple tabs with a header in the same place, you can check Apply row header to all remaining tabs.
Identify the Question You Want Canvs to Analyze
Next, help Canvs identify the location of the Open Ended text response that you want to analyze. Click through and identify the location of all of the Open Ended responses in your dataset.
If the Open Ended question column is in the same place on multiple tabs, select Apply the selected Text Column to all remaining tabs.
Adding Filters to Your Analysis
Data that is not an Open Ended question can be added as a Filter. Filters allow you to slice and dice your data when you are analyzing it. Select all the data points that you would like to include as filters, then click Next.
Note: Columns containing unique IDs can be imported as Keys. Key columns are not displayed in the dashboard but are included in XLSX exports in the same way as in the imported spreadsheet.
Canvs will automatically mark columns as Keys if they contain the same number of unique values as there are Open Ends.
A maximum of 50 Filters and 10 Keys are allowed in one upload.
Uploading Multiple Datasets from one Spreadsheet
While you are not currently able to upload multiple questions in one column into a single dataset, you are able to split these types of dataset files into multiple datasets. You can split one spreadsheet into multiple datasets with the Split into multiple Surveys feature on the Filter step.
You'll be able to choose the field that you'd like to split into multiple datasets. This feature is also useful when you have questions of completely different subject matter in a single column.
This Uploader feature will be triggered when there are multiple values in one single column. In the example above, Column C is "Race" and has five different values. If you select Split into multiple Surveys, your upload will result in the creation of five datasets: "Asian or Pacific Islander", "Black / African-American", “Hispanic / Latino”, “Non-Hispanic White” and "Other or No Answer".
After selecting Next, you can choose which datasets you want to include or exclude from the Uploading process by selecting or de-selecting the checkbox next to each one.
You'll still receive one email after the file is split and all datasets have been processed.
Survey Details Options
You have the option to indicate the Industry and Type that is associated with your dataset. If you have separated your spreadsheet into multiple datasets, the Industry and Type can be applied to all datasets at one time, or to individual datasets if they differ from one another.
You have the ability to add Tags, Rules, Descriptions, Types, and Industries across all datasets to the left in blue, or add these fields one by one to each dataset to the right.
You can also assign a Name to the dataset. Additionally, adding Tags will help you search for datasets in the Canvs Survey Manager. You can add tags like “Banking”, “Feedback” and/or your company name. Enter any text under Description to add context to your dataset. You can also click on the check boxes to select or deselect any of the split surveys you wish or do not wish to include upon upload.
Note: You can add additional Tags on the MRX Management page.
Additionally, you can enable the switch to add the Open Ends to a previous survey (AKA add as a Wave to a Tracker survey). To learn more about Tracker Surveys/Waves please read here.
Final Review and Submission
Once you've named your dataset and added the details, you will be taken to a final review page where you can correct any mistakes or make any final changes. Once you have reviewed, click Submit.
You will see a screen that lets you know your import was successful. It will also tell you how many Open Ended responses will be processed, as well as an estimate of how long it will take for the analysis to be complete. You'll also see information about any Open Ends that were not processed due to blank responses.
You will receive an email confirmation when the dataset has finished processing.
Tracker Surveys and Waves
You can now upload more data to an existing dataset in the form of Waves. For an overview of Tracker Surveys and Waves, read here.
The original survey will be uploaded as per the regular upload process as described in the article above. What has changed is that you can now choose to add additional datasets or Waves to the original/existing survey.
Uploading a Wave
All Upload steps follow the regular Uploading process (Choosing your Header, Open Ends, and Filters) that was outlined above. When you reach the Details step, this is where it will look a little different and you will have the option to add a Wave to a survey.
You will see a toggle option ("Enable switch to select a precious survey") to add a Wave to an existing survey and then you will be prompted to select the original survey from a drop-down. This will be the survey that you are adding the new wave/data to. Once the new data is added to the existing dataset, it will no longer be considered a "Standard" survey, but now will be what is considered a "Tracker" survey. You will also have the ability to edit your Wave Name.
Adding a Wave from the Content page or MRX Manager page
If you choose to "Add Data" from an existing survey, either from the Content page or from the MRX Manager page, the Details step in the Uploader will look slightly different.
The Uploader already contains the context of what the original survey is, so specifying it is no longer necessary. You will see the name of your original survey on the top left.
The only Details which will be specific to this Wave only are the Wave Name and the option to enable any Rules specifically for this Wave.
Adding a Wave from the Survey Content page:
Select the 3 dots and "Add Data" to begin adding a Wave to the Survey.
Adding a Wave from the MRX Manager page:
Click on the 3 dots next to your dataset and select "Add Data" to begin the process of adding a new Wave.
Under the same (...) 3 dots, if you click on "Edit Details" and go to the "Waves" tab, you will also see the ability to "Add Data" here as well. This is also where you can rename and delete the Waves.
To learn how to filter by and edit your Waves on the MRX Content Page, read here.