A batch update is used to edit data once a survey has been launched. The feature allows the user to export a group of data into a CSV file, which may then be edited and imported back into the survey. Note that after the data has been edited with a batch update the previous data will be permanently overwritten, so it is useful to keep a back-up CSV file with the original exported data.
To begin, select Batch Update Data from the Results and data menu. From this page, you may view and edit existing batch updates or create a new batch.
Selecting Create new batch will take you to the batch editor where you can specify which questions you would like to include in the export.
Data can also be selected according to the time at which it was collected or by the respondent status. Other respondent details such as start time or RID can be included in the report, but they are provided only for reference; these fields will be ignored when data is imported back in. Data filters can also be applied using a filter that has been previously defined.
After a batch has been created, the batch may be exported as a CSV file and edited as desired. The edited data should then be saved and imported back into the survey using the batch importer.
If the IDENTIFIER column in the CSV file contains duplicates, you can remove that column and instead use SESSIONID for record mapping.
- When using Microsoft Excel to edit your CSV file, make sure you import data manually that involves numbers that begin with zeros (zip codes, identifiers, etc). Opening the file directly in Excel causes the program to treat the value as a number and thus removes the “extraneous” zeros, so be sure to import fields like these as TEXT values.
- There are two ways to update a response to become a “skip”. Leave the value blank or empty in the CSV file to make the response for that question a conditional skip. This type of skip naturally occurs when a respondent skips a question due to conditional logic or branching, and is represented by the icon in the Drill Down feature. Insert the @ sign into the value of the CSV file to make the response for that question a manual skip. Manual skips occur when respondents are shown a question but choose not to answer it (e.g. when a question is not required). This response is represented by the icon in Drill Down.
- Respondent status for completes, quota terminates, and profile terminates may be updated, but the status for dropouts cannot be changed.
- The session id cannot be modified or deleted; the system uses this field to determine which records will be updated.