Lookup: Add a Lookup
This article will help you add a Lookup file to a survey.
Background
A Lookup file is a file that you can upload into your project for use in your survey. Here are some common uses for lookup files:
- Assign a unique code to a respondent
- Verify respondent information such as zip code, DMA
- Reference a DCM, Max-diff or segmentation algorithm spreadsheet
Prepare Your Lookup File
The first step is to prepare your lookup file. It should be in a .csv format. If you are looking to reference specific rows of the file be sure there is a column that serves as your "key" to find a match to in order to collect the information across the row. In the below example column A "RESP_ID" will be the value we will match to. If you are just using the file to hand out unique codes or links to a respondent, you will only need to upload that one column.
Now you are ready to add your lookup.
Uploading Your Lookup File
- Access the 'Build & Edit Tool'.
- See article: Quick Access Menu
- Click on 'Survey Settings' from the 'Question Tree'
- The 'Survey Settings' options will then appear below it. Here you will click on 'Lookups'
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The 'Lookups' card will open in the main screen
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Name your lookup file. This will be used in formula syntax. For this reason it would be helpful to make the name short.
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If this file should be shared across multiple projects, click on the 'Shared?' toggle. This is not required.
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Click on '+ Lookup' to add it to the list
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Click on the 'Upload' button next to the lookup you just created
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Click on 'Select File' to search for your file
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The file name will then appear. If your file will have a header row (column names in the spreadsheet) click on this box
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Click on the 'Upload' button when you are done
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You will see a checkbox confirming the file has been uploaded
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Once you see this you can click 'Close' to close this window
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You will then see the details of the uploaded file in the list
