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MarketSight's Dataset format and upload process consists of 4 steps. The amount of time it takes to perform these steps varies, depending on the file format. MarketSight supports rapid iteration and hypothesis testing.
MarketSight's Dataset format and upload process consists of 4 steps. The amount of time it takes to perform these steps varies, depending on the file format. MarketSight supports rapid iteration and hypothesis testing.
MarketSight's Dataset format and upload process consists of 4 steps. The amount of time it takes to perform these steps varies, depending on the file format. MarketSight supports rapid iteration and hypothesis testing.
1 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Dataset Format and Upload Guide Introduction and Purpose of this Document Congratulations on selecting MarketSight
as your data Analysis application.
MarketSights ease of use and support for rapid iteration and hypothesis testing enables you to quickly conduct deeper, more thorough Analyses of your Datasets so that you can uncover the insights that help drive better business decisions. Before you can begin analyzing a research Study, you need to format and upload your response Dataset into MarketSight. Dont panic while this may sound complex, we have invested significant effort in designing and perfecting the format and upload process so that it can easily be carried out by business users with little or no data processing or statistical training. The remainder of this document provides step-by-step instructions and examples to assist you through the process. If at any time during the process you have questions, please feel free to contact Customer Service via email at customerservice@marketsight.com or phone at 1-800-613- 1624. Dataset Format and Upload Process The MarketSight Dataset Format and Upload Process consists of 4 steps. We have also added a 5 th step, with instructions for your first, basic Analysis.
Detailed instructions for carrying out each of the process steps are provided in the sections that follow. The responsibility for performing these steps is likely to be shared between a data processor and you, the research analyst and / or business user. Step 1 and often the steps in Appendix A are performed by the data processor. The amount of time it takes to perform these steps varies, depending on the file format that your research data is in (SPSS
is the most efficient), the initial
formatting techniques applied to the Dataset by the data processor, and the analyst/business users level of familiarity with the data Variables and the underlying survey. When uploading your first Dataset, expect this process to take between twenty minutes and a few hours. Note: The amount of time it takes to upload future Datasets will become almost negligible as these process requirements are incorporated into your research planning and data preparation processes.
Customer Service: (800) 613-1624 2 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
Format Response Data
In order for research studies to be analyzed using any Analysis tool, survey responses must be formatted in a way that is consistent across respondents and across the survey. For example, the response of I Dont Know must be indicated in the same way for all respondents or it will not be possible to analyze the results correctly. This need for consistent formatting holds true with MarketSight as well. MarketSight has several specific formatting requirements around Variable names and formats, handling multiple response questions and handling unanswered questions. These requirements are all very standard in the research industry. Data processors are aware of and have accommodated these formatting requirements many times, and it is possible that your existing Dataset meets the MarketSight formatting requirements already. To make it easy to communicate these requirements to the data processor, the requirements are covered in three separate user guides. These guides describe formatting and labeling information specific to the Data file type. These include: For SPSS Data files, refer to For SPSS Users For SAS
Data files, refer to For SAS Users
For Excel
Data files, refer to For Excel Users
The guides are available in the Resources section on the MarketSight Home Page. Important: From time to time, an SPSS or SAS Data file may not include the labeling information required to display the Variable and Value information in MarketSight. In such cases, we recommend that you follow the steps involved in the creation of a Labels File and Labeling Table as described in Appendix A at the end of this document. If you or your data processor has any questions, Customer Service is available to answer them. Customer Service: (800) 613-1624 3 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
Upload Dataset into MarketSight
If you have completed Step 1, you are now ready to upload your Dataset and Dataset Labels File into MarketSight. A) Log in to MarketSight. B) Click on the Upload a Dataset link in the Common Activities section of the MarketSight Home Page.
C) The Market Navigator dialog opens. MarketSight uses Markets and Studies to organize work and control access to Datasets. Corporate users generally create separate Markets for different work groups within their organization and Marketing Services Firms generally create separate Markets for their different clients. Studies are generally used to represent research projects. Studies hold Datasets and more than one Dataset can (and usually does) reside under a Study.
Customer Service: (800) 613-1624 4 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
D) If the Dataset is for a new Market or if you have not yet created any Markets, create a Market by clicking on the Add button that is located above the list of Markets and choose Add Market from the list. i) Give the new Market a name and description. ii) Click on the Permissions tab to select the users from your company that should have access to the Market. MarketSight allows users to be organized into Groups to make controlling permissions easier. If you need to grant multiple users the same level of access to the Market, new Groups can be added through the Groups link (located on the MarketSight Home Page next to Help in the white bar at the top-right corner of the application). a) To grant a Group access to the Market, click the Modify button in the Group section and edit the permissions by adding Available Groups and / or Removing Selected Groups and clicking OK when complete. Customer Service: (800) 613-1624 5 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
b) Once Groups are in the Permissions list, control their permission level of access by selecting View, Edit or Permissions for each Group. (1) View enables the users in the Group to have view-only access to all of the Studies and Datasets created within the Market. They are not allowed to upload Datasets or create Analyses; unless they are granted specific permission to do so at the Dataset level (permission setting on Datasets is covered later in this document). (2) Edit enables users in the Group to upload Datasets, as well as create and edit Analyses for all Studies and Datasets within the Market. This is generally the level of access that analysts need. Customer Service: (800) 613-1624 6 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved (Note that a higher level of access can be granted if needed for specific Datasets.) (3) Permissions enables users in the Group to have Edit access to the Studies and Datasets, as well as to control permissions on the Market, Studies and Datasets for other Groups and users. c) Users are granted access to the Market in the same way as Groups, by clicking on the Modify button in the User section, moving users between the Available and Selected lists and setting the radio buttons that control permission levels. (1) If you are granting multiple users the same permission on the Market, it may make sense to create a Group for those users. New Groups are added through the Groups link, which is located on the MarketSight Home Page next to Help in the white bar at the top-right corner of the application. (2) Note that if a user that is both a member of a Group included in the Group permissions section and is listed in the User permissions section, then the user receives the most liberal permission setting of the two. For example, if the Group permission is View and the User permission is Edit, the user has Edit permission.) d) Once Groups and Users are selected and permission levels are set, click OK to create the Market and return to the Market Navigator. E) If the Dataset is for a new Study or if you have not yet created a Study in the Market, create a Study as follows: i) Click on the name of the Market that you want to create the Study in. ii) Click the Add button that is located above the list of Markets and choose Add Study from the list. iii) Give the new Study a name and description. iv) Click OK to create the Study and return to the Market Navigator. F) Select the Market and Study where you want the Dataset to reside by clicking on the plus sign next to the Market (if it is not already open) and then on the Study name. G) Once the Study is selected, click the Add button that is located above the list of Markets and choose Add Dataset. Customer Service: (800) 613-1624 7 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
H) The Add Dataset dialog opens and the Basics tab is displayed i) Give the Dataset a name. ii) Click the first Browse button navigate to and select the Data file containing the data that is to be uploaded. This is the SPSS (.sav), SAS (.SAS7bdat, .sd2, .sd7) or Excel (.xls) Data file. iii) Optional Step: Click the second Browse button to navigate to and select the Dataset Labels File that contains Variable labels to be uploaded. This is the XML (.xml) file that was generated using the Dataset Labeling Workbook as described in Step 2 of this document. iv) Enter a description for the Dataset (optional).
Select Add Dataset from drop-down list Customer Service: (800) 613-1624 8 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
v) Click the OK button and the Dataset begins uploading. This upload process takes anywhere between a few seconds and a few minutes, depending on the size of your Dataset. If MarketSight encounters an error early in the upload process, you will receive a pop-up error message. Below are a few common errors and what to do to fix them.
Error Message Guidance and Resolution The Dataset Labels file that you uploaded is invalid. Please check the integrity of the file and either upload the file again or contact Customer Service for assistance. The Dataset Labels File that you attempted to upload was not an XML formatted file. Check to make sure that you referenced the .xml file that was generated using the Create Dataset Labels File button in the Dataset Labeling Workbook. Contact Customer Service if the Dataset Labels File that you are uploading is an .xml file. Invalid File Extension The Dataset you uploaded has an invalid file type. MarketSight only accepts SAS (.sd2, .sd7, .sas7bdat), SPSS (.sav) or Excel (.xls) files. The Data file that you attempted to upload was not a type of file that MarketSight allows for Datasets. Check to make sure the Dataset file was a SAS, SPSS, or Excel file format. If the file format was incorrect, re-upload the Dataset. If the file format appears to be correct, contact Customer Service. Your Data File has failed to upload This message appears in description pane on the right in Market Navigator. To view more detailed information about the error message, click the Details button.
vi) To view the status of the upload, open the Dataset information page by clicking on the Dataset name in the Market Navigator screen (this will likely already be open for you). The status field displays as Waiting when the Dataset is queued for upload, and then displays Processing SPSS Data file Customer Service: (800) 613-1624 9 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Data file while the upload is in process. Once the upload is complete, the status will either indicate Ready for Analysis meaning the Dataset was uploaded into MarketSight or Failed meaning the Dataset was NOT uploaded. a) If the Status is Ready for Analysis, the Dataset has been loaded into MarketSight. However, even if the Dataset has been uploaded, there may be Warnings that merit some attention. Warnings are messages that provide detail about problems that were detected with the Data file or Dataset Labels File. Often if you receive a warning, the Data file has been uploaded but the Dataset Labels File has not, so you should make corrections and re-upload the Dataset Labels File. Warnings are displayed in red above the status field in the Dataset information window. If you receive a Warning, click on the View button to see more information about the warning. Below is a list of common warnings and what to do to resolve them. If you have any questions, please contact Customer Service. Warning Warning Detail Guidance and Resolution Invalid Dataset Labels File Uploaded The Dataset Labels File you uploaded is invalid. Please check the integrity of the file and contact Customer Service for assistance. The Dataset Labels File format was not as MarketSight expected. This happens because your Dataset Labels File is either invalid XML or valid XML but not a valid Dataset Labels File.
Verify that the Dataset Labels File that you uploaded was the .xml file that was created by clicking the Create Dataset Labels File button from within the Dataset Labeling Workbook (Appendix A of this document). If all seems to be in order with the Dataset Labels File, download the current version of the Dataset Labeling Workbook (from the Getting Started links on the MarketSight Home Page) and use this version to create a new Dataset Labels File. Re-upload the new Dataset Labels File for the Dataset. If you still receive this message, contact Customer Service. Out-of-Date Dataset Labels File You have uploaded an older version of the Dataset Labels File. Variable and Value labels were uploaded, but Variable Categories were ignored. In the future, you can generate a new Dataset Labels File by using the latest Dataset Labeling Workbook that can be downloaded from the MarketSight
Home Page. This message indicates that you have uploaded an older version of the Dataset Labels File. It is recommended that you create a new Data Labels File using the latest version of the Dataset Labeling Workbook. Go to the Getting Started section on the MarketSight
Home Page to download the Dataset Labeling Workbook.
More detailed instructions on how to format a Data file and create a Data Labels File are provided in Appendix A of this document. Customer Service: (800) 613-1624 10 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Warning Warning Detail Guidance and Resolution No Labels Exist No Labels were included in the Data File and no Dataset Labels file was uploaded; therefore, no labels exist for any Variables or Values in this Dataset. It is easier to build and interpret Analyses when labels exist.
To create a Dataset labels File, download the Dataset Labeling Workbook from the MarketSight
Home Page. This message indicates that you uploaded a Dataset without a Dataset Labels File. As indicated in Appendix A of this document, MarketSight requires a Dataset Labels File for SAS and Excel Data files (and as an option for SPSS Data files that contain no labeling information as described in the For SPSS Users guide). The best solution to this warning is to create a Dataset Labels File.
More detailed instructions for how to do this are provided in Appendix A of this document. Unrecognized Variable in Dataset Labels File The Dataset Labels File contained the following Variable code(s) that did not exist in this Dataset. The Dataset Labels File has been uploaded successfully; however, the following {#} Variables have been excluded., but the following Variables have been excluded: This message indicates that there were mismatches between the Dataset Labels File and the actual Dataset, and that the Dataset Labels File contained Variables that were not included in the Dataset.
You should confirm whether the Variables included in the Dataset Labels File were mistakenly omitted from the Dataset. If they were, you will want to make corrections to the Dataset and re-upload the Dataset Labels File. Duplicate Variable Names The Dataset contained the following {#} Variable(s) with Duplicate names. Duplicate names are allowed, but may be confusing. To change a Variables name, go to the Variables page and click the Variables name in the list. An Edit Uploaded Variable dialog is displayed, allowing you to edit the Variable name. This message indicates that the Dataset contains one or more Variables with duplicate names. The Dataset uploaded successfully with these duplicate names.
To avoid confusion, you should rename those Variables that have duplicate names. Select a duplicate Variable in the Variables list to open the Edit Uploaded Variable dialog. Enter a new name and a description for the Variable that describes its unique attributes. Unsupported Characters in Data file The Data File has been uploaded successfully; however, the Data File contains {#} Variable(s) that MarketSight has identified as unsupported character data. This could be the result of the Variable(s) containing non- numeric characters, or having been misclassified as character data in the Data File. To include these Variable(s) in a Dataset, update these Variable(s) in the Data File and upload again. The following Variable(s) have been Upon upload, MarketSight detected string or other non-numeric Variable types in the Data file. As indicated earlier in this document, only numeric data can be analyzed in MarketSight.
If non-numeric data was intentionally left in the Data file, verify by reviewing the Variables screen within MarketSight, that all of the Variables that you expected to be available for Analysis have been uploaded into MarketSight.
Customer Service: (800) 613-1624 11 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Warning Warning Detail Guidance and Resolution excluded:
If you expected that all data in the Data file was numeric, check the warning message for the non-numeric Variables and contact your data processor to have the necessary corrections made. Your Data File has uploaded successfully. Please review the following warning(s) before proceeding. This message appears in the Dataset description pane. To view more detailed information about the warning(s), click the Details button. Unsupported Characters in Dataset Labels File The Dataset Labels File has Value codes with non-numeric character data that is not supported by MarketSight. The Dataset Labels File will still be uploaded, but the character data will be excluded. The Dataset Labels File contained non- numeric Value Codes. Update the Dataset Labels File to have only numeric Value Codes and re-upload the Dataset Labels File. Append Warnings Variables Not Appended Due to Dataset size limits, the listed Variables were not appended. The Combined Dataset you were trying to create exceeded the Dataset size limits permitted in MarketSight, so some of the Variables you did not match to Variables in the Old Dataset were not Appended. You can resolve this in two ways: 1) Create a new Dataset including only these Variables. 2) Repeat the Append, matching the Variables not Appended where appropriate. Variable Codes Conflict
Some of the Variable Codes from the New Data conflicted with Variable Codes in the Old Dataset. Variable Codes for Variables in the Combined Dataset were altered. This warning will not affect any of the work you do in the Combined Dataset. However, if you Append data to this Dataset again, the altered Variable Codes will not match with the Variable Codes in your data file. Weight Variables not matched The Weight Variable in the Old Dataset did not match with a Variable in the New Data. New Data will be excluded from Analyses and Banners that use the Weight Variable. If the New Data has a Weight Variable, it is recommended that you redo the Append and match the Weight Variables from the Old Dataset and the New Data. If not, you will have to create Analyses and Banners which do not use the Weight Variable in order to view the New Data. Customer Service: (800) 613-1624 12 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Warning Warning Detail Guidance and Resolution Invalid User Defined Variables During the append process, some of the User Defined Variables belonging to the Old Dataset could not be imported. Make a note of which User Defined Variables could not be imported and try to re-create them in the new Dataset.
If the Warning Message you received requires you to re-upload the Dataset Labels File, make corrections in the Dataset Labeling Workbook and recreate the Dataset Labels File. Then re-upload the Dataset Labels File by clicking on the Dataset Name in the Market Navigator, clicking the Details button located above the Dataset name in the Dataset information page, selecting the new Dataset Labels File and clicking OK. b) If the Status is Failed, errors in one or both files prevented MarketSight from being able to upload the Dataset. Error messages are displayed in red in the Dataset information window. Click on the View to see more information about the errors. (1) Below is a list of common Dataset upload errors and what to do to resolve them. If you have any questions, feel free to contact Customer Service.
Error Error Detail Guidance and Resolution Corrupt Data file The Data file you uploaded is invalid. Please check the integrity of the file and contact Customer Service. MarketSight detected issues with the Data file format. Check to make sure that your Data file is a valid SAS, SPSS, or Excel file in the proper format. Refer to one of the guides For SPSS or SAS or Excel Users at the end of this document for more information about formatting requirements for the appropriate Data file type. Invalid File Extension The Data file you uploaded has an invalid file type. MarketSight
only accepts SAS (.sd2, .sd7, .sas7bdat), SPSS (.sav) or Excel (.xls) files. Check to make sure the Data file that you attempted to upload was a SAS, SPSS, or Excel file format. If the file format was incorrect, re- upload the Data file. If the file format appears to be correct, contact Customer Service. Too Many Data Points The Data file contained {#} data points (number of respondents multiplied by number of questions). MarketSight supports up to 10 million items (Respondents x Questions). To reduce the number of data points, you must reduce the number of respondents and/or questions, and then upload your Dataset again. The Data file that you were uploading was too large for MarketSight. Divide the Data file into smaller Data files by reducing the number of Variables or reducing the number of respondents. If you have questions or concerns, contact Customer Service. Customer Service: (800) 613-1624 13 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Error Error Detail Guidance and Resolution Too Many Respondents The Data file contained <#> respondents. The limit is 50,000. Reduce the number of respondents and try again. The Data file that you were uploading was too large for MarketSight. Divide the Data file into smaller Data files by reducing the number of Variables. If you have questions or concerns, contact Customer Service.
Too Many Variables The Data file contained <#> Variables. The limit is 10,000. Reduce the number of Variables and try again. The Data file that you were uploading was too large for MarketSight. Divide the Data file into smaller Data files by reducing the number of Variables. If you have questions or concerns, contact Customer Service. Your Data File has failed to upload This message appears in the Dataset description pane. To view more detailed information about the error message, click the Details button. Failed The Data file upload has failed. Please retry or contact Customer Service. Often with this error, there are other warnings that accompany this message, and those warnings provide more insight into the cause of upload failure. Make the adjustments necessary according to the other warning messages and re-upload the Data file.
Once the issues have been resolved, re-upload the Data file and Dataset Labels File again by selecting the Market and Study where you want the Dataset to reside and then choosing Add Dataset from the Add that is located above the list of Markets. I) Once the Dataset has been uploaded and warning messages have been addressed, the next step is to set the Weight Variable (if one has been created for the Dataset). i) Click on the Details button in the Market Navigator. It is located above the Dataset name in the Dataset information window. ii) Select the Weight Variable tab. iii) Select the Category that was assigned to the Weight Variable in the Dataset Labeling Workbook. iv) Select the Weight Variable from the Variable list. Customer Service: (800) 613-1624 14 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
J) The final upload step is to set the permissions on the Dataset to give colleagues and / or customers the appropriate access to the Dataset i) View the Dataset details by clicking on the Dataset Name in the Market Navigator, and then clicking the Details button located above the Dataset name in the Dataset information page (note that if you just finished selecting a Weight Variable, you will already be viewing the details of the Dataset) ii) Select the Permissions tab iii) The default permissions checkbox is checked to indicate that the Dataset is set to have the same permissions as the Market. Customer Service: (800) 613-1624 15 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
iv) Click the plus sign that appears next to <Market Name> Permissions to view the Market permissions. If this permission setting is correct for your Dataset, click OK. You have now completed the upload process and can move on to Step 3: Review Uploaded Dataset v) If you need to make modifications to these permission settings, follow these steps: a) Uncheck the Use Market <market name> Permissions checkbox
Customer Service: (800) 613-1624 16 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved b) To change Group permissions for the Dataset, click the Modify button in the Group section and edit the permissions by adding Available groups and / or Removing Selected groups and clicking OK when complete. c) To change User permissions for the Dataset, click the Modify button in the User section and edit the permissions by adding Available users and / or Removing Selected users and clicking OK when complete. d) Once the desired Groups and Users are in the permissions list, control their level of access by selecting View, Edit, or Permissions setting for each Group and User. e) Note that MarketSight allows Users to be organized into Groups to make controlling permissions easier. If you are granting multiple users the same permission on the Dataset, it may make sense to create a group for those users, especially if the same set of users have access to additional Datasets. New Groups are added through the Groups link, which is located next to Help on the main MarketSight Home Page. f) After making all necessary changes to Group and User Permissions, click the OK button on the Permissions tab to save the changes. You have completed the upload process and should move on to Step 3: Review Uploaded Dataset.
Review Uploaded Dataset Prior to beginning Analysis work on a Dataset, it is important to confirm that the uploaded Dataset is formatted in MarketSight as expected. A) First you need to select your newly-uploaded Dataset from the Market Navigator i) Click on the plus sign next to the Market that the Dataset is in ii) Click on the plus sign next to the Study that the Dataset is in iii) Click on the name of the Dataset iv) Click OK B) Click the Variables link on the left side of the MarketSight page to view the list of Variables contained in the Dataset C) The Variables list is displayed. Variables appear in the left column and Variable Values appear in the right column. Variables are displayed beneath the Uncategorized Variables grouping (a shaded row). D) You can organize this long list of Variables into smaller, more manageable groups known as Variable Categories. This online categorization process is described in detail in Step 4 of this guide. You can change the number of Variables that display on the page by clicking on View Options which is located near the top of the page next to the Dataset name. Select the Paginate tab and choose the number of rows to display per page. The default is 50. Customer Service: (800) 613-1624 17 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
E) Inspect the Variable list for the following: i) Red warnings that indicate missing labels ii) Missing Variables iii) Variable or Value Labeling mistakes (typos) F) If you find that you are missing Variables, Values or Labels, contact your data processor to investigate these errors Note: You can still begin your Analysis of the Dataset even if there are errors, as any data that has been uploaded into MarketSight is clean enough to be analyzed without producing application errors. MarketSight does not import the Variables with invalid data. Once errors are corrected, you can re-upload the Dataset and import Analyses performed on the first Dataset into the new, error-free Dataset G) To correct any mislabeling, click on the Variable or Value name and an edit window appears.
Once your review is complete, you are ready to organize your Variables into Categories. Step 4 provides instructions for how to manage the Variable Categorization process.
Customer Service: (800) 613-1624 18 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Categorize Variables Categorizing Variables is an important process in managing Variables within a Dataset. Categories are the means by which you organize and filter Variables within a Dataset, making them easier to find and use when creating Analyses and defining new Variables. For example, when creating the Analysis shown below, a user selects a Variable Category, making it easy to find the Variable he/she is looking for. Without Categories, he/she would need to scroll through the entire list of Variables.
MarketSight provides one Uncategorized grouping containing all the Variables included in the Dataset you will upload. You can Categorize or Uncategorize any type of Variable that appears in the Variables list as long as you have edit permissions for the Dataset. By default, Categories are listed in the order in which they were created. To Categorize a Variable:
(1) On the Variables page, click the Categorize button to display the Categorize Variables dialog. The Variable Categorization tab is selected. Variable Category drop-down list Customer Service: (800) 613-1624 19 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
(2) In the Variable Categorization tab, you can see that no Categories as yet exist. The two panes on this tab can be described as follows:
a. Uncategorized Variables A list pane that displays all available Uncategorized Variables that you can add to the Categorized Variables list located in the right pane. Customer Service: (800) 613-1624 20 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved b. Categorized Variables Variables that have been assigned to specific Categories. These Variables appear in the right pane when you have specified a Category in the Categories drop-down list.
(3) To add a Category, click the Add button. The Add Variable Category dialog is displayed.
(4) Enter a name and a description for the Variable Category. By default, Categories are listed in the order in which they were created. The most recently created Category appears at the bottom of the drop-down list. (5) Click Save & Add Another to save the new Category and re-open the Add Variable Category dialog to add additional Categories. (6) When you have finished adding new Categories, click OK to save your changes and return to the Categorize Variables dialog. The Categories that you added now appear in the Categorized Variables drop-down list. Select a Category from this drop-down list. Note: Whenever you create a new Category from either tab in the Categorize Variables dialog, the Category drop-down list refreshes and displays the most recently created Category. Customer Service: (800) 613-1624 21 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
(7) Select one or more Uncategorized Variables from the Uncategorized Variables list (left pane), and then click Include to add the Variables to the specified Category. All selections appear in the right pane. Note: CTRL-click or SHIFT-click to select multiple Variables in a list.
Customer Service: (800) 613-1624 22 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved (8) To remove a Variable from a Category, select one or more Variables in the Categorized Variables pane and click the Exclude button to place them in the Uncategorized Variables pane. Variables placed here are displayed in the Uncategorized grouping on the Variables page.
(9) On the Categories tab, you can add, edit and change the order in which Categories appear in the drop-down lists within MarketSight. Click on a Category link in the list pane to edit the Category. Customer Service: (800) 613-1624 23 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
(10) Click the Add button to add a Category to the list. (11) To change the order of Categories within a Dataset, click the Reorder button. Click a Category link, drag it to a place in the list and then release the mouse. You can also select the link, and then right-click to open the Reorder menu. Select one of the four options for reordering
(12) Click OK to save and return to the Categorize Variables dialog. Right-click to view and select Reorder Menu options Customer Service: (800) 613-1624 24 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved (13) To save all your additions and/or changes to Variable Categories, click OK. You are returned to the Variables page where you can view the new Category and their assigned Variables. Import Variable Categorization You can also import Variable Categorizations from other Datasets. A Categorization describes the relationship between a Category and its assigned Variables. The Import Variable Categorization process is the means by which Categories and their Variable associations are imported from one source Dataset to a target Dataset (the Dataset within which you are currently working). No Variables are imported during this process. You can import Categories from other source Datasets for inclusion in your target Dataset. To import a Variable Categorization, you must do the following:
(1) From the Variables page, click Import and then select the Variable Categorization item in the drop-down menu. The Import Categorization dialog is displayed.
Click the Import button Customer Service: (800) 613-1624 25 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
(2) Select a source Dataset from which to import the Category to your target Dataset by specifying the following: a. Study Select a Study from this drop-down list to display all available Datasets for this Study.
b. Dataset Select a Dataset from which you will import the Variable Categorizations. All Categories that exist in this source Dataset are listed in the pane below the drop-down lists. If no Categories exist in the source Dataset, a message appears at the top of the list pane indicating as such.
(3) Click OK to import source Categories to your target Dataset or Cancel to exit without importing the source Categories. All imported Categories appear above the existing Categories in the Categories lists.
In cases where a Variable Category is deleted, the View Import Warnings dialog appears. You can either click OK to continue the import process or click Cancel to exit without importing the Categorization.
Click the COPY Text button to copy the warning message text to your Windows clipboard. To obtain a printable version of this warning, use the CTRL-V keystroke to paste the text message into the word processing document.
Note: There can be no duplicate Categories. If during the import process a duplicate Category exists in both the source and target Datasets, the source Category overwrites the target Category. Customer Service: (800) 613-1624 26 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Begin Analysis Congratulations! You are now ready to begin analyzing your data. The best way to get an overview of your Data in MarketSight is to use Banners. When you upload a Dataset, a sample Banner is created for you automatically. To view the sample Banner: A) Click on the Banners link in the navigation area on the left side of the MarketSight Home Page. B) Click the View button next to the Banner named Sample Banner. This will open a PDF document which will give you an overview of your data, showing you the Mean and Frequency results for all the Variables in your Dataset. After reviewing the sample Banner, you may wish to examine your data, segmented by key Variables in your Dataset. You can do this by creating a new Banner: A) On the Banners List page, click the Add button to open the Add Banner dialog.
i) Enter a Title and Subtitle for the Banner. ii) If a Weight Variable is defined, it is checked by default. If no Weight Variable is defined in the Dataset, the checkbox is disabled. iii) Sample Size includes sample size information (number of respondents) for each Variable in the Banner. By default, the Sample Size checkbox is checked. Customer Service: (800) 613-1624 27 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
B) Click the Design Tab, where you can specify the design of the Banner. i) Select a layout for your Banner by clicking either the Side by Side or Nested radio button. ii) Select a Category that contains the Variables you want to use in your Banner. iii) Select Cut (column) Variables to include in your Banner. All of the Variables in your Dataset are automatically included as Data (row) Variables. iv) Press the Preview button to verify the appearance of your Banner. v) If the Column Headers do not fit properly, you can modify them by closing the Preview dialog and clicking Edit Column Headers on the Design Tab for any Cut Variable. vi) Press the OK & RUN button. C) On the Banners List page, note that your Banner has been added and that its status is Processing D) When the status of the new Banner changes to Ready, click the View button to open the PDF file with the Banner Results. Using the Banner you have created, you can identify areas in your Dataset of particular interest. You can create a MarketSight Analysis to explore these areas in more depth and rapidly uncover key insights from your data. Below are instructions for creating a simple, basic Analysis. Refer to the Online Training (which can be accessed on the right side of the MarketSight Home Page) for more detailed instructions on creating Analyses and all other MarketSight functionality. A) Click on the Create an Analysis link in the Common Activities area of the MarketSight Home Page to bring up the Add Analysis screen. Customer Service: (800) 613-1624 28 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
i) Enter a Name and Description for the Analysis. ii) Specify the overall usefulness of the Analysis by clicking an item in the drop-down list. Usefulness rating is a means by which you and other users can evaluate how informative an Analysis might be for a market Study. A View option on the Analysis page allows you to view Analyses in a list based on their usefulness. iii) If a Weight Variable is defined, it is checked by default. If no Weight Variable is defined in the Dataset, the checkbox is disabled. iv) Sample Size includes a sample size (number of respondents) in the Analysis. By default the Sample Size checkbox is checked. Customer Service: (800) 613-1624 29 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
B) Click the Design tab and select the Rows and Columns for your cross-tab as follows: i) Click either the Side by Side or the Nested radio button to choose a layout for your Analysis. A Side by Side Analysis displays Cut Variables (columns) as independent groupings. A Nested Analysis displays Cut Variables hierarchically. ii) In the Variables section of the dialog, select the Category containing the Variable you want to be in the columns of the Analysis. This is called the Cut Variable in MarketSight. iii) Variables included in the selected Category are displayed in the box under the selected Category. iv) Click on the name of the Variable you want to be the Cut Variable (column). v) Click the Cut Variable Include button to move the Variable into the list of Cut Variables. vi) Repeat the Category and Variable selection and inclusion process for as many Variables as are to be included as Cut (column) and/or Data (row) Variables. The Analysis will look something like the one below. Note: There are also a number of Analysis options that you can set in both the Design and Statistics tabs. These options are covered in MarketSight Help. vii) Click the OK & Run button and the Analysis results are displayed. Example 1 illustrates the layout for a Side by Side Analysis and Example 2 illustrates the layout for a Nested Analysis.
Customer Service: (800) 613-1624 30 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Example 1
Customer Service: (800) 613-1624 31 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Example 2
You are now off and running with MarketSight uncovering insights more efficiently and effectively than you ever thought possible. For more detailed instructions on Analyses and other MarketSight functionality, refer to Online Training that can be accessed from the MarketSight Home Page. Customer Service: (800) 613-1624 32 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved Appendix A: Creating a Labels File and a Labeling Table Part of what makes MarketSight so easy to use and understand is its ability to attach additional information to Variables, such as descriptive labels and the actual text of the survey question. If your Data file does not contain this labeling information, then we recommend creating and importing what is called a Dataset Labels File. The Dataset Labels File consists of Variable labeling information (often called a labeling table or codebook). A description of and instructions for this information is provided in steps 1 through 2 in this Appendix. Once the information has been assimilated, the file can then be checked for errors and formatted for MarketSight upload. This is covered in Step 1. For companies that use SPSS Data files, if you followed the formatting requirements outlined in the For SPSS Users guide, these steps are optional because your SPSS Data file can contain sufficient labeling information for MarketSight to operate on the Dataset. Create Labeling Table Labeling tables are the means through which responses in the Dataset are linked to questions in the survey. Most data processors provide some form of labeling table so that analysts can tell what response data is associated with what questions when conducting their Analysis. Connecting responses with questions is an important part of what makes MarketSight so easy to use to analyze research data. In order to do this, MarketSight looks for this information during the Dataset upload process. Labeling tables are easy to create. They are constructed in Microsoft Excel and need to contain a few pieces of information that are generally already provided by data processors. For SPSS Data files, labeling tables have 3 columns: Variable Name Question Text Variable Label Below is an example of a labeling table for an SPSS Data file. Note that your labeling table spreadsheet must have columns in the same order and the column names must match exactly with the names indicated below: Customer Service: (800) 613-1624 33 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
For SAS and Excel Datasets, labeling tables have 5 columns: Variable Name Question Text Variable Label Value Value Label Below is an example of a labeling table for a SAS or Excel Dataset. Note that your labeling table spreadsheet must have columns in the same order and the column names must match exactly with the names indicated below:
Customer Service: (800) 613-1624 34 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
To make it as easy to communicate labeling table instructions to data processors, the instructions are covered in separate guides that are available in the Resources section on the MarketSight Home Page. There are three user guides, depending on the format of your Data file. For SPSS Data files, refer to the For SPSS Users guide For SAS Data files, refer to the For SAS Users guide For Excel Data files, refer to the For Excel Users guide If you or your data processor has any questions, Customer Service is available to answer them. Create Dataset Labels File Now that the labeling table is complete, the file is just about ready for upload. All that remains to do is to validate that the file is error-free and convert it to a format that MarketSight can read. We call this process Creating the Dataset Labels File. MarketSight uses an Excel template called the Dataset Labeling Workbook to handle the error checking and conversion of the file into an XML formatted file. This XML file is called the Dataset Labels File. The process is as follows: A) If this is your first time creating a Dataset Labels File, you need to download the Dataset Labeling Workbook that is available on the home page of the MarketSight application. i) Log in to MarketSight. ii) Click on the Download Dataset Labeling Workbook link under Data Preparation in the Resources section of the MarketSight Home Page. (see below) Customer Service: (800) 613-1624 35 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
iii) Select Save when the file download prompt appears and select a convenient location for storing the workbook. You will need to access this workbook whenever you upload a MarketSight Dataset. a) Note: The Dataset Labeling Workbook is a Microsoft Excel Workbook that contains macros to validate the contents of the file and convert the information into a format that MarketSight can read (called XML). B) Open the Dataset Labeling Workbook. i) If this is the first time you are opening the workbook on your computer, you will likely receive the following message: Customer Service: (800) 613-1624 36 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved
This is a standard Excel message that lets you know that the Dataset Labeling Workbook contains macros created by Monitor. These macros check for labeling errors and convert the information in the file into XML. Check the Always trust macros from this publisher checkbox and click the Enable Macros button as shown below. The workbook is then fully operational.
C) Navigate to the Labels Page tab of the Dataset Labeling Workbook. D) Open the Excel spreadsheet from Step 2B (containing Variable labels). E) Copy all of the data (starting in Row 2) from the Excel spreadsheet and paste it into the Labels Page of the Dataset Labels Workbook by clicking in the first data cell Variable Name Column (Column A, Row 2). Note: Do NOT paste over the column labels in Row 1. Customer Service: (800) 613-1624 37 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved F) Review the file to ensure that all information pasted correctly. The information will be uploaded into MarketSight exactly as it appears, so be sure it is free of typos, unwanted punctuation marks, etc. before proceeding. G) Once you are satisfied with the contents of the worksheet, click the Create Dataset Labels File button located within the Labels Page worksheet in Column F, Row 1.
i) If your file is formatted correctly, you are prompted to select a file name and a directory for saving the file. The XML (.xml) file type is automatically selected. Click Save and the Dataset Labels File will now be able to upload into MarketSight. Proceed to Step 2: Upload Dataset into MarketSight ii) If your file is formatted correctly, but the worksheet macros detected some issues that may require attention, you will receive a warning message after the Dataset Labels File is created. The cells that caused the warning will also be highlighted and mousing over them will display the reason for the warning. The most common warning is Variable labels longer than 25 characters do not display well in MarketSight. Please consider shortening this label. As discussed in the Creating a Labeling Table for a Dataset section in the For SPSS, SAS or Excel Users guides, MarketSight supports Variable Labels up to 256 characters. It is best for display purposes to keep them under 25 characters in length. This message highlights the Variable Labels that are longer that 25 characters so it is easy to identify which ones to Customer Service: (800) 613-1624 38 MarketSight LLC customerservice@marketsight.com Copyright 2006 MarketSight LLC All Rights Reserved shorten, should you choose to do so. Contact Customer Service if you have any questions. iii) If your file contains errors, you will receive a message indicating that an error has occurred. The cells containing the error(s) will be highlighted and will have a comment that can be viewed by mousing over the highlight in the cell. Click OK and return to the workbook to correct the errors. Some common errors and their solutions are indicated below. Contact Customer Service if you have any questions. Error Solution A Value is used more than once within the same question Each Variable must have a unique set of Values. Check to ensure that no Value appears twice for the same Variable. A Value label is used more than once within the same question Each Variable Value must have a unique label assigned to it. Check the Value label fields to ensure that no Value label appears twice for the same Variable. A Variable is used more than once The same Variable name was specified more than once. Check the Variable Name field for duplicate(s) and change them to be unique.
Note: If a Variable has Values and Labels, the Variable Name must only be entered on the first row of the list of Values and Labels. All subsequent Values and Labels are automatically associated with the Variable above them.
H) Once the Dataset Labels File is created and warnings are addressed to your satisfaction, you are ready for Step 2: Upload Dataset into MarketSight.