Data can be uploaded into the platform via the question builder or directly through the data library. 

In this article:

How should my data be formatted?

When uploading data to Relative Insight you will be prompted to select a relevant format. The platform supports a wide variety of source-specific and generic upload formats.

When using a source-specific format, simply export your data from the relevant application and avoid making any changes to the exported file before uploading it to Relative Insight.

Files that have not been directly exported from a listed data source can be uploaded using one of the generic formats - Smart Upload, Relative Insight or Text. Learn more about using generic formats below.

Uploading from the project screen

After defining a question, you’ll be prompted to attach data sets for each side of the comparison. 

  1. Click the cloud icon to upload a new data set

  2. Locate and select the relevant data format

    Add data to your project

  3. Drag and drop or select 'Browse Files' to attach your data file. Enable cleaning options if required, then click ‘Add’.

  4. Repeat for each side of the comparison

Uploading via the data library 

To upload data via the data library, simply navigate to the Data Library, select the relevant project folder and click ‘Upload’. Then, follow the same steps outlined above. 

Generic upload options (Smart Upload, Relative Insight & Text)

Smart Upload

Smart Upload allows users to:

  • Upload any spreadsheet file into the platform, regardless of how it is formatted

  • Save custom upload templates to reuse for quick uploads in the future

It can be selected when uploading data via the projects dashboard or the data library.

See our step-by-step guide for full details on the capabilities and function of Smart Upload.

Relative Insight format

The Relative Insight format provides an alternative to Smart Upload for uploading non-source-specific files. For a file to be successfully uploaded using this option, click 'Relative Insight' when prompted to select a data source and ensure your file meets the below criteria:

  • The column containing the text (e.g. survey open-end, tweet) to be analyzed must be labelled 'text'

  • The file must be saved in .xlsx or .csv (UTF-8) format

  • If including a date column in an Excel file, ensure it has been correctly formatted as a 'Date'

  • All columns must have a unique header title

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