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Accessing the import feature
If you are on the Yabble home page, and you are starting a new Count project, click the ‘Projects’ menu item.
Select ‘New project’ > ‘Theme Counting’.
Uploading your data to Count
Data Import Limits
For each data file uploaded there are some limits which if exceeded will cause the file upload to fail.
There is a maximum limit of 9000 characters for each text response being analyzed.
There is a maximum of 100 custom variables per file
A date column is mandatory and there can only be one date column per file.
Project Labelling
We recommend descriptive names of not more than 4-5 words to make them easy to select and navigate to when inside the platform.
Naming Recommendations for Tracking Projects
Project Name: The first time you upload data for a tracking project we recommend the project name clearly indicates the project is a tracker. This will enable it to be easily found for future uploads of data by you and other users. E.g. Online Shopper Satisfaction Tracker.
Import Name: We recommend labelling using the relevant time period. E.g. Online Satisfaction Tracker Q1 2024. Then for future uploads the import names can be sequential e.g. Online Satisfaction Tracker Q2 2024 etc.
Naming Recommendations for One Off Projects
Project Name: This will be how you search and select the project so use descriptions that make the most sense to you.
Import Name: This is less important for one off projects vs trackers so repeating the project name is fine
Uploading your Data
This step helps to contextualize your data, allowing us to ensure we apply the models that will generate the most accurate output from your dataset. See the ‘Prepare your data for import’ tutorial for tips on how to prepare your file for upload.
Select the appropriate Industry and project type from the dropdown boxes and give your import a name to help you easily keep track of and combine files.
Drag and drop or browse and select; Please note that only CSV files are supported
Tick the box to confirm that your file doesn’t contain any legal, medical, or political data and that you have full permission to use it. (For more details, view our Data Policy.) When you're ready to map your columns, click next.
Mapping your data columns when importing
Here, you’ll review the columns in your dataset to confirm how you’d like to proceed with your upload.
Important note: you must have a response date column to successfully upload. Only one response date column is allowed per file. See the ‘Prepare your data for import’ tutorial for tips on how to prepare your file for upload.
Make sure each required column is ticked/selected. You can also remap column types between the following: Open text, Custom variable, NPS and Response date.
When selecting your open text questions for Count, giving them context is helpful in getting the best output. Typically, in a survey we might follow-up a rating question with ‘What is the reason for your rating?’. To get more specific themes and sub-themes in your output, you might consider changing this in the data mapping stage to something like ‘Why are you likely or unlikely to recommend <brand> to your friends or family?’, or ‘Why are you likely or unlikely to continue using <brand> as your energy supplier?’
To rename a column, select the text box under column name and type in your preferred name.
Select the columns you’d like to run Hey Yabble Count on.
You can select all columns by ticking the top left corner box. Deselect any columns you don’t wish to count. We only apply counting to valid data points where no errors or null values have been detected.
To complete your import, review your details and available credits. Once you’re ready, hit Complete to launch your Count. Count will use credits on your Yabble accounts based on the number of comments being processed. If you do not have sufficient credits in your Yabble balance, you will be prompted to purchase more credits to complete the project.
Uploading data for tracking projects
The upload process for tracking projects is slightly different to one-off projects in Yabble count.
You can add additional files to your existing tracking project by selecting your project from the ‘Projects’ view, clicking ‘Add Files’, and then uploading any additional files following the same process.
Name your file according to your naming convention (see Naming Recommendations for Tracking Projects above) and browse or drag and drop to add your file.
Map your columns, the same process as before.
Review and pay once you have confirmed that you want to run Count on the displayed data.
Now that you have imported your data, you can move on to interpreting your Count results. Check out our 'Understanding the output from Count' module to find out more.