Embedded Files
What is DataLoader?
● What you need to get started
● The data loading process
● Accessing DataLoader
1. How to upload your data
2. Building a codebook
2.1. Codebook editing functions
● Creating categories and sub-categories
● Editing questions and answers
● Unassigning questions
● Deleting questions
● Creating Net responses
● Creating advanced Net responses
● Creating answers
● Creating volumetrics
○ Creating volumetrics example 1
○ Creating volumetrics example 2
● Inverting questions and answers
● Sorting
2.2 Importing codebooks
3. Completing and editing studies
4. Defining survey settings
● Add and adjust weights and population units
● Add custom Base Filter to specific variables
● Add default Base Filters to exclude ALL blank data
5. Completing the upload
6. Using your survey for insights
What is DataLoader?
All content in this document is confidential
● DataLoader is a platform that enables clients to upload their surveys
for use in Telmar’s Insights Solution (SurveyTime)
● Users have full control over the structure of the codebook
● Proprietary data can then be accessed, viewed and anayzed in SurveyTime/Insights within minutes.
● DataLoader currently supports SPSS file (.sav)
What do you need to get started?
● An account and login details to access DataLoader.
● An SPSS file. The SPSS FILE requirements can be found in the application itself by clicking on the question mark on the top
right hand side of the screen . The maximum SAV file size that is supported is 2GB. Contact your Client Success team for access to the SPSS file guidelines
The data loading process
The data loading process consists of the following steps:
● Uploading the SPSS file
● Building a codebook
● Defining the settings, i.e. weights, population unit and base filters
● Once a user has completed these steps and building the codebook structure, the data can be uploaded and used in Telmar’s Insights Solution, SurveyTime
Accessing DataLoader
DataLoader is accessible via the Telmar Platform:
https://platform.telmar.com/login. Click on DataLoader to launch the application
1. How to upload your data
Uploading your file
● On the Home screen, click on the Add new data button
● Name the survey as you want it to appear in SurveyTime
● Browse or drag and drop your sav file onto the File upload screen area
● Using the Region drop down, select your SurveyTime region
● Then click on the Create upload button
Data cleaning and conversion is now in progress (this may take a few minutes depending on file size).
● When this is done, the dataset will appear in the Dataloader Dashboard as Ready.
● Note: the maximum file size DataLoader can handle is 2 GB (2000 MB).
2. Building the codebook
The DataLoader user interface has a powerful and intuitive codebook
editor allowing users to customize and edit the codebook.
● The survey questions that appear in the left-side panel are unassigned when the data is first uploaded.
● For each question, the number of answers are shown in the circle
● As the codebook is built, edits are done on the right hand side panel.
● The main functionalities are:
2.1. Codebook Editing Functions
● Creating categories and sub-categories
Group questions under a Category/Sub-Category
Select the questions from the left hand side of the screen by ticking the box next to the question and
then dragging them onto the right hand side of the screen under the category that has just been created
Editing questions and answers
Click on the three dots and select Edit Label
You can now rename the label
Unassigning questions
If you want to move questions back to the right hand side of the screen, select the question, click on the three dots and select Move to “Unassigned” to move the question to the left panel
Deleting questions
Questions that are not required or not relevant can also be moved to Trash and will be displayed in the trash icon.
These can be restored if needed
Creating Net responses
Combine multiple answers with OR (e.g. Men OR Women)
Select the answers you want to group, click on the three dots and select Create NET here
Creating answers
Create answers for questions that have a value equal to the sum of respondents (commonly Age, Gender or income scores)
e.g. Aged 18 (AGE=#18), Aged 19 (AGE=#19) etc
Creating volumetrics
Create Total and Averages (Total, Mean, Meanz, Median, Medianz) and specify decimals for a range of questions
Select the answers that you want to include in the volumetric coding.
Click on the three dots to select the Create Volumetric option
Click on the word Total which appears under the text, Calculation method and select the
type of Volumetrics calculation you want to use
Creating volumetrics example 1
Once you have selected the type of Volumetric coding you want to use, you will need to enter the midpoints for the answers.
Here is an example of mid points for Fast Food frequency:
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