One of the simplest ways to input data into Zurvey.io is to directly upload a file that contains the non-textual and/or textual data that needs to be analyzed. Let’s see how that is done!
a) Initial Upload
On the main Zurvey.io page, find the File upload box and click on ‘Browse in files’.
Then, select the file you wish to upload from your computer. Zurvey.io accepts Excel (.xls and .xlsx) and OpenDocument (.ods) files of up to 20MB, as well as Comma-separated values (.csv) of up to a 100MB. Zurvey.io can also analyze .csv files where the delimiters are not commas, but semicolons or tabs.
Once the file is uploaded, analysis doesn’t start automatically, because you still need to finalize the analysis settings - see the next section on how to do this.
b) Analysis Settings
In order to start your analysis, you need to indicate to Zurvey.io how your file should be interpreted.
If you’ve uploaded a .csv file, you need to make sure that the right delimiter is selected - otherwise, Zurvey.io won’t be able to correctly process your file. You’ll see immediately if the delimiter setting is incorrect, as the columns will look jumbled. (The delimiter selector does not appear if you’ve uploaded an Excel or an ODS file.)
Next, you should drag the horizontal green line under your header row, so that Zurvey.io will know where the actual data begins in your file.
You should also make sure that the column types are recognized correctly. Zurvey.io automatically selects a type, however, you can override that choice by selecting a different type from the dropdown menu at the top of each column.
If the data in a column is assigned an incorrect type at this stage, your analysis results will also contain incorrect values. For example, you won’t be able to see your data distributed on a timeline if the date column has been set to ‘Number’ instead of ‘Date’; or, you will not be able to have NPS® calculations if the NPS® column has been set to CES, Number, or any other format instead of NPS®. Also, if a URL column’s setting is incorrect, you won't even be able to start the analysis.
If a column in your file is unnecessary in the analysis, this is where you can delete it from the output by selecting this option in the column type dropdown menu.
At the bottom, you can give your dataset a name that’s different from the original file name, and you also need to select the language of the file so that Zurvey.io knows what language model to use during text analysis.
Next, there are several settings that tell Zurvey.io how to handle and prepare textual data for analysis, such as replacing accented characters, converting to lowercase, automatic topic recognition, and the text splitting type. To learn about the significance of these and when it might be useful to use them, go to the Text Analysis chapter.
Finally, you can choose to add Custom Labels. Just open the Custom Labels section at the bottom. You can add the labels one by one by clicking on their names, or you can choose to add them all at once by selecting ‘Add all custom labels’. If you have many custom labels, you can use the search bar to find them based on their name, category, tags or their creator. If the Custom Label you wish to use doesn’t exist yet, you can also create it from here by clicking on ‘New Custom Label’.
Please note that if the language of any of your chosen Custom Labels’ phrase set doesn’t match the selected analysis language, you will get an error message and you won’t be able to start the analysis.
Once you’re happy with all of your settings, click on ‘Start Analysis’ at the bottom of the page. You’ll get an email when the analysis is complete, but you can also follow the process on Zurvey.io’ main page.
c) Append
If you would like to extend an existing dataset with further data, you can do so by appending a new file. This function is also useful when the original file size exceeds the limitation - in that case, just break up your file into smaller segments, upload the first one and append the rest.
To append a file, click on the three dots at the end of the dataset element you want to append to, and choose ‘Append file’. Then, click on ‘Upload Excel or CSV’, and choose a file from your computer. Make sure that the new file has the same data dimension structure as the previous one: the columns need to match up. Once you’ve uploaded the new file, you’ll get a similar, but simpler preview to the one you saw at the original file upload. Just drag the horizontal green line under the header row, and choose the right data type for each column from the dropdown menu. Finally, click on ‘Append file’.
d) Reanalysis
If you want to make changes to the dataset, such as:
- changing which Custom Labels are applied,
- modifying analysis settings (text splitting, analysis language),
- modifying column dimension types (eg; instead of Number, apply NPS®),
you can reanalyze the records with your new settings. To do this, click on the three dots at the end of the dataset element you’ve changed, and choose ‘Reanalyze’.
When you click on Reanalyze, the usual preview window will appear, where you should:
- indicate where the header is,
- choose the data type of each column and/or delete columns from the output,
- give the dataset a new name (optional),
- determine the language of the analysis,
- add or remove Custom Labels,
- click ‘Start Analysis’ when you’re done with everything.
Please note that while an analysis is in progress, you cannot initiate a reanalysis. Check the progress bar on the main page to see when the analysis will be finished.