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

  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

This option allows you to upload any spreadsheet file into the platform – the order or format of the columns does not matter as it does with other import options.

Prior to using Smart Upload, please ensure:

  • The file is saved in .csv or .xlsx format

  • All populated columns in the file have been labelled with a header

  • If there is a large number of columns in the spreadsheet, remove any that are not relevant before uploading in order to ensure an efficient upload

Smart Upload can currently only be used when uploading data via the Data Library.

To use Smart Upload, ensure your data meets the above-noted requirements and then follow the process outlined previously. When prompted to select a data source, click 'Smart Upload'

The platform will intelligently identify which columns contain text and which contain metadata. Verify columns have been correctly classified, and if necessary, drag and drop column headings to reclassify or move to the bin. Once this is done, click 'Submit' to complete the 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 analysed 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

Text file

Plain text (.txt) files can also be uploaded to the platform by selecting 'Text' when prompted. Other file types including .docx and .rtf are not supported. Text files are often used to analyse website copy or media articles that have been copied and pasted into a file. Note that when this is done, line breaks are used to break the text into individual 'messages' analysed by the platform.

When text files are used, the messages will have no associated metadata points.

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