There are many types of Market Research Tracking, whether it be collecting ongoing feedback from customers or measuring the results of a 6-month marketing campaign. The main purpose of a tracking study is to collect information over time (monthly, quarterly, yearly) by means of generating and measuring data on an ongoing basis.
Tracker Datasets are also known as waves, and like a wave, they run repeatedly every X months or years, generally using the same questions and metrics. Tracking Research differs from the standard dataset as it relies on metric measurement and changes in measurement from wave to wave.
The Canvs MRX Tracker feature allows you to upload more data to a dataset in the form of Waves.
You can Add Wave/Tracker data in Canvs in a few different ways
MRX Management Page and Upload as a dataset.
Please note, that if you are adding a Wave to an existing dataset using this method, you will be asked to select the existing dataset on the Details step in the Uploader. Enable the switch and select your dataset to add the new wave.
Learn more about Uploading a Tracker/Wave here.
MRX Manager Page and "Add Data" on the specific dataset.
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.
3. Dataset's Content Page and "Add Data" option.
Click into your Dataset to go to the Content Page. From there, select the (...) 3 dots and "Add Data" to begin adding a Wave to the Dataset.
Learn more about MRX Uploader here.
View your Wave/Tracker Datasets on the MRX Manager Page
There is a new Icon to indicate which datasets are Trackers.
We also have added the ability to filter by Dataset Classification (Tracking vs Standard).
A column for Waves has been added to quickly display how many Waves your dataset has. If there is no number indicated, that means that no additional waves have been added to the dataset.
Learn more about MRX Manager Page here.
Waves on the MRX Content Page
Just slightly different than a Standard Dataset's Content Page, a Tracker Dataset will include a new section on the Content Page allowing you to filter by your Waves.
Filtering the page by Waves
Choose from filtering on All Waves to view All the combined data, or select a specific Wave to Only see data pertaining to that Wave.
Rename, Add, and Delete your Waves
Click on the Edit Icon under the Waves drop-down.
You will then be allowed to Edit/Rename a Wave, Add More (upload) Waves, and Delete a Wave.
Re-Ordering Waves via "Edit Details": Users can also rearrange the order of Waves, regardless of when they have been uploaded.
Waves on the Linear View chart
Canvs now offers the ability of Linear Graph Analysis with Linear View for MRX. Users will be able to analyze change over time between their Waves and have the ability to modify their metrics and break down their results.
Note: This feature is only displayed on Tracker Datasets (datasets with Waves). You must have two or more Waves selected for the Linear View to appear on your Content Page. Non-tracker datasets or datasets with only 1 wave selected, will still have the Treemap as the Default view and not have access to the Linear View.
To learn more about Linear View, read here.
Waves in Manage Summary
Another location where you can filter to view data specific to your Wave is within the Manage Summary module. Choose between viewing Open Ends related to All Waves or for Specific Waves.
Note: Similar to Questions, any Edits made to Codes/Open Ends while filtered on a specific Wave in the Manage Summary module, will affect ALL Open Ends for ALL Waves. This excludes Deleting Codes, which will only affect the filtered selection of Wave or Question.
Learn more about the Manage Summary module here.
Compare by Waves
While viewing your MRX Content Page, on the top right, click on Quick Compare and select "Waves".
You will see an option to select/deselect which Waves you would like to Compare.
Please note, if you keep the "Keep Wave Order" option checked, then the Compare Page will sort by the order your Waves are currently arranged on your dataset's Content page. You can choose to uncheck it which will sort the Waves by volume on the Compare page.
Click on Compare and you will be taken to an MRX Compare Page which will be filtered by the Waves you have selected for comparison.
Note: The "Sort waves by order" switch will be enabled on the top right to keep your waves in order of the dataset's Content page.
This is applicable only if your Compare rows/Waves are all from the same dataset. If you add an additional Compare row from a different dataset, this sorting feature will be unavailable.