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How do I upload data?

Learn where and how you can upload text data into Relative Insight for analysis.

Trish Pencarska avatar
Written by Trish Pencarska
Updated this week

You can upload your data into Relative Insight in just four simple steps.

Uploading via Dashboard

  1. Navigate to Dashboard and drag and drop your file into the blue upload tile. Alternatively, click on 'Browse files' and select your data set.


    Relative Insight supports four file type: .xlsx, .csv, .txt or .xls. For best results, we recommend .xlsx.
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  2. The Relative Insight platform can detect some common data sources. If it is from a known data source, you can proceed with processing the file as that type, ignoring the following steps.
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  3. If the data is from an unknown source, you will be taken to the Smart Uploads screen, where you will see your text divided into three tables:
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    • Dates: Time period covered

    • Text: Your open-ends and qualitative data

    • Metadata: Additional data points associated with the pieces of text that make up your data set

  4. Here, you can include or exclude the columns in your data using the tabs at the top of the data set page. You can also choose to hide or show the excluded columns. You will need to enable edit mode to move columns
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    ​Please note: While Relative Insight always strives to categorize the data in your input correctly, you can click on the text or date icon, when hovering over the column to move it according to your preferences.

  5. Click 'Submit' to continue.

  6. On the next screen, you can choose your cleaning options or change the language of the dataset. You will then be taken to the Data Discovery page.

Adding data to an existing project

  1. To add more data sets to an existing project, navigate to Customer Dashboard and open your project.
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  2. You will be taken to your data tab. Drag and drop your data using the side panel or click 'Browse files' on the upload tile.

  3. Then follow the steps above to include or exclude the relevant columns in your data, select your language and data cleaning options, and click 'Submit.'
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  4. You will now be able to use the uploaded dataset to create comparisons.

How should my data be formatted?

When uploading data to Relative Insight, our Smart Upload feature automatically selects the correct source-specific and generic upload formats, so you don't need to worry about picking the correct data source.

Before uploading, ensure that all populated columns are labeled and that the data is in one of the formats specified below.

  • .csv

  • .xlsx

  • .txt

  • .xls

If using .xlsx please make sure the data is saved as a Excel Workbook and not Strict Open XML Worksheet.

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