MarketSight - Excel Auto-Coding

Overview

When an Excel file is uploaded to MarketSight, the application will automatically code text-based data for you. You can achieve the best results by being aware of how auto-coding operates and formatting your dataset accordingly. For additional information on how to set up your Excel dataset, please see Formatting Your Excel Dataset.

1. The first row will become your variable code and label

The first row in your dataset will become the codes and labels you see elsewhere in MarketSight. We recommend brief labels to maximize ease of use in the application, but if you desire the full question as the label text, you are able to bypass the auto-coding by using the Dataset Labeling Workbook.

2. MarketSight will look at the data to determine variable type

If MarketSight sees text-based values with sufficient repetition, it will assign numeric codes. If MarketSight sees numeric data, it will treat the variable as a continuous variable with no labels. If MarketSight is unable to determine the variable type, it will render the variable as text.

3. MarketSight will assign numeric codes based on alphabetical order

When MarketSight gives numeric codes to text-based data, it will do so in alphabetical order. For example, our survey data contains a gender variable.

Excel Auto-Coding in MarketSight

Most of the time, this setting works well. In some scenarios, such as rating scales, it may not be desirable.

Excel Auto-Coding in MarketSight

If the variable labeling order poses a challenge for you, you can always edit your variables after upload.  Otherwise, we recommend using the Dataset Labeling Workbook to create custom labeling at the time of upload.

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