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Excluding respondents from your study and adding respondents data
Excluding respondents from your study and adding respondents data

Learn how to add and exclude respondents from your study

Cameron Gavin avatar
Written by Cameron Gavin
Updated over a week ago

In this article:


Excluding respondents from your study

Sometimes you might want to exclude or remove respondents from your study dashboard (perhaps they are invalid due to being a test ID or bad respondent).

To exclude respondents from your dashboard:

  • Select the Settings cog located in the bottom left pane in either 'Create' or 'Report' mode.

  • In the Settings Window, navigate to the Data tab.

  • In the Data tab, click on ‘Import Data’ button of the 'Import Data' tile

  • In the ‘Export File for Re-Import’ window you’ll see the ‘Download Starter File’ button.

  • Click on the button and download and open the Starter File.

Once you’ve downloaded the starter file you can mark respondents that you want to exclude as 'No' in the 'Included in reporting? (Yes/No)' column.

  • Change the invalid respondents to 'No' in the 'Included in reporting? (Yes/No)' column

  • Save the file

Finally, re-upload the Starter File by clicking on the ‘Choose’ button under the Step 2 - Upload Modified File section and select the saved file from your computer. Once you’ve chosen the file click on the ‘Import & Review’ button in the bottom right corner.

These respondents and their data will now be omitted from your study results.


Adding respondent data into your study to use for reporting and as filters

Using filters helps you understand how different subgroups within audiences respond to the ideas and questions within your study.

If you haven’t asked specific questions within your study, but have the data for your respondents located outside of Upsiide (i.e., in your CRM or from an external supplier), you can upload the data into your study by doing the following:

  • Select the Settings cog located in the bottom left pane in either 'Create' or 'Report' mode.

  • In the Settings Window, navigate to the Data tab.

  • In the Data tab, click on ‘Import Data’ button of the 'Import Data' tile

  • In the ‘Export File for Re-Import’ window, you’ll see the ‘Download Starter File’ button.

  • Click on the button and download and open the Starter File.

Once you’ve downloaded the starter file you can add respondent data to use for filtering within the reporting dashboard. You can also indicate invalid respondents you’d like to remove from your study.

  • Add a filter by adding a new column to your export file to the right

Note: Once you’ve made all the necessary changes to your Starter file then save the file (image below).

Finally, re-upload the Starter File by clicking on the ‘Choose’ button in Step 2 and select the saved file from your computer. Once you’ve chosen the file click on the ‘Import & Review’ button in the bottom right corner after clicking through the filter preview screen.

FAQ Section

Question: What if I upload the wrong filter?

Answer: Once a filter or filter name has been uploaded it can be deleted if you go back into the Export File for Re-Import window and Select the 'delete' button beside the filter in the filter preview screen.

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