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Merging "Answers" and "ISAAC" Conversation Exports
In order to merge the data from the "Answers" export (containing all answers and metadata per respondent) with the "Isaac" export (containing all categories per respondent), follow these steps to ensure that the Isaac categories are linked correctly to the feedback data for analysis.
IN THIS ARTICLE
1. Prepare the data:
- Ensure that both the Answers and ISAAC sheets are in the same Excel file. To combine them into one:
- Open both files in Excel.
- Copy the entire ISAAC sheet from the second file and paste it into a new sheet within the Answers file (e.g., rename it to ISAAC ).
- Save the file as a single Excel workbook with both sheets: Answers and ISAAC .
2. Convert "Answers" data to a table:
- In the Answers sheet, select the all data.
- Go to the Data tab in the Excel ribbon.
- Click on From Table/Range. This will open the Create Table dialog.
- Ensure that the checkbox for My table has headers is checked, then click OK.
- The data will open in Power Query automatically.
- In Power Query, click Close & Load to load the data to a new sheet in the same file.
3. Convert "ISAAC " data to a Table:
- Go to the ISAAC sheet.
- Select the data in the ISAAC sheet.
- Go to the Data tab and click From Table/Range.
- Ensure the checkbox for My table has headers is checked, then click OK.
- Once completed, the data will open in Power Query. Click Close & Load to load this data to a new sheet in the same file.
4. Merge the data:
- Go to the newly created sheet containing the Answers or ISAAC tables.
- In Power Query, select Merge Queries from the Query tab.
- Choose the ISAAC table from the drop-down list (or the Answers one, if you are on the ISAAC table sheet).
- Select the appropriate columns to link the Answers and ISAAC tables ID.
- Choose the type of join that best suits your data (Full Join).
- After merging, the ISAAC categories will be linked to the corresponding feedback in the Answers sheet (or vice versa).
5. Expand columns:
- Once the data is merged, you may notice a column containing nested tables from the ISAAC categories.
- Click on the expand icon in the top-right corner of the column to expand the categories into individual columns.
6. Close and Load Data:
- After reviewing the merged data, click Close & Load to finalize the merging process and return the data to a new sheet in the same file.
7. Handling inconsistent or unused data:
- It's normal to encounter some rows that contain "open text feedback" without ISAAC category paths.
- Some of these responses may include irrelevant data, such as "...", ".", "?", or responses that don't make sense ( "Nothing to say").
- Other entries might include responses in the wrong language (e.g., Dutch feedback with French text). Currently, the AI system may not handle mismatched languages and won't provide category predictions for these responses.
8. Final notes:
- After the data is loaded, you are ready to start analyzing the merged data.