Import data from external sources

How to get access ?

• From the home panel,
• Click on the stage Dissemination and data collection,
• Then Import data.

You reach the following dialog box allowing you to choose the type of external files you wish to import (file type Excel or database) :

You will have to choose the type of files you wish to import (in our example we will import an Excel file).

The following stage allows you to load the file to import, for this click on the button Browse. You must also select the paper to use in the case of an Excel file.

The third stage gives you the possibility to ignore some lines of your file (empty lines), configure the format of your non-responses and your multiple-choice questions (for example by regrouping the columns having the same name). It also allows to define the first and the second lines of your file containing respectively the name and the title of the variables.

The following stage allows to check if all the columns of your Excel file are well-associated to variables of your survey.

For this, click on the column to get access to the three options proposed :

• Ignore : allows you to ignore the column concerned in order not to be imported to Sphinx IQ,
• Affect to  : allows you to associate the column selected to a variable of your survey, (If the titles of the columns correspond exactly to the name of variables in your survey, this option will be automatically ticked and will automatically propose the variable of your survey having the same name,
• Create : allows you to create a variable in the survey if the column of your file couldn't be associated to a variable of the survey.

The fifth stage is an intermediary stage presenting the possible errors and consistencies between the file you wish to import and the survey Sphinx iQ (error type : a unique closed variable in your local survey contains several responses in the data file). You can either put the data containing an error as a non-response (empty cell) or rectify automatically the data.

The final stage proposes several choices :

• Create new observations (with the possibility to delete the observations already present in the survey, pay attention, this option deletes all your present observations as your survey contains only the observations imported from the Excel file),
• Modify the existing observations of the survey by using as reference the order of observations or the unique value to a question (example : a client code). If in your datafile, the values of a variable are different from the values of the same variable in iQ, so these are the values of the datafile (excel for example) which come to replace those of your dataset in Spqhinx iQ.
• You can also activate the option « Create modalities for the new values of closed questions » in order to add new responses (present in your file to import) in the closed questions of your survey (for example, in your imported file, a unique closed question (Yes/No) with the value « Don't know ». This modality will be added as a new modality to your variable in Sphinx iQ, which proposes therefore the modalities « Yes », « No » and « Don't know »).
• Recalculate all allows you to automatically recalculate the values of a variable calculated (average of several variables for example). It is possible to relaunch the calculation of a variable calculated by clicking on the button Advanced calculation in the tab Data.

Finish the assistant in order to perform the import of external data in your survey Sphinx iQ.