Source Data overview page gives you a brief of every feature available under the source page. To access the source data management page:

Step 1: Click the Source icon to open the Source Data Management.

Step 2: You can now view all the dashboard variables that are connected to your survey data.

For each variable, you can click the three dots to view its variable options.

• Change Labels: Change Label option also allows you to make two answer choices appear similar in analysis using the same labels for both the option. Click Save to modify the labels accordingly.

• Recode: Change the numeric codes assigned to each choice-based answer choice. Codes are used to perform mathematical functions on your answer choices by assigning them a mathematical number. 
• Duplicate: Duplicate your variable in the source.
• Sync Variable: Sync the variable after you have made changes to them. Use when you have added more answer choices to your live survey and you want that to be reflected in the dashboard too. You can use the Sync variable option, and it will refresh the data stored in the variable. With Xebo.ai, you get two types of sync.

• Automatic syncing which runs in the background, and
• Manual Trigger by using the Sync Variable option in the Source.

• Move Up / Down: Move the variable up or down the order
• Make Group Variable: Group variable allows you to group multiple variables together for advanced analysis and data representation in the dashboard. The group variable feature helps you organize your matrix-based question data. Rather than creating individual data set for each row, this feature can group them together under one variable. You can also create your own group variable as per your need.

3.1 Recode Values

When you add answer choices to any question, it is assigned a code. These values can be used to perform a function on the data based on value. Using recode, you can change the mathematical number to each answer choice.

For all your questions in the survey, your variables are categorized into two sets — Options Set and Open-Ended. Options Set denote the questions where users were required to select one option whereas Open-Ended shows you the question where users were asked to type a textual answer. Recode applies only to Options Set variables.

Example of Code Use

For a multiple-choice question, such as “Select the product you have purchased from us”, the options may include Jeans, Shirts, Winterwear, and T-shirts, listed in order. Each option is assigned a numerical value from 1 to 4, corresponding to its position in the list.

Example:
If you want to calculate the total number of respondents who selected Jeans, you can use a sum function in a widget. Using the assigned numerical values, you can perform calculations such as sum, average, or other mathematical functions based on the responses for each answer choice.

Recode Values

On the source page, you have the option to change the value of each choice of any variable. This is reflected throughout the survey. You can change it as per your need by following the process below:

Step 1: On the source page, select the Variable for which you need to recode the values and click  the three dots besides a variable and click Recode.

Step 2: Select the survey in case you have more than one surveys in the source.

Step 3: Enter the new codes for the Fields and click Save.

Give Preference to additional text over recoded values: Give priority to the additional text over recoded values. By enabling this, the recode value would not be the priority if the option has additional text in it.

3.2 Adding Multiple Surveys

You can add additional surveys as source data on a dashboard. This allows you to perform complex analysis by combining values for identical questions and performing benchmarking or comparative analysis.

To add another survey as source data, 

Step 1: On the Source Data Management page, click + Add Source button to add another survey as source data.

Step 2: Click Browse Surveys to view all surveys on your account.

Step 3: Select a survey from the list and click Save & Continue.

Step 4: After adding the survey, you can perform the following actions:

• To map identical questions to a common dashboard variable, click the Select Variable button corresponding to the variable row. This is known as a Combined Variable.
• To map a new question, click the + icon to Add Variable and select its corresponding variable.

3.3 Group Variables

When creating a dashboard, you add variables to your source. All data imported into the source is represented as variables, which can be based on questions and answer choices, metadata, or embedded data.

You can also group two or more variables from a single survey to create a group variable, allowing you to perform a single action on all variables within the group at once. This feature is useful for combining similar question types into one variable.

Example:
Suppose your survey has three rating-type questions. You want to combine two of them, named rate and rate1, into a single variable. Using the grouping feature, you can create a new variable containing both questions. You can provide a name for the group variable and include as many individual variables as needed.

Step 1: Select a variable which you want to make part of a group variable. Click the three dots beside it and select Make Group Variable.

Step 2: Rename the Group Variable as per your preference.

Step 3: Click Add Variable to Group to create dashboard variables to be included as part of the dashboard.

Step 4: Rename the newly created variable as per your preference and assign survey data using Select Variable.

    

Step 5: Click the three dots beside the Group Variable and click Relabel Variables Name.

Step 6: Modify the variable names to make them descriptive and provide easy identification of the individual values. Click Save once renamed.

Group Variable would now be shown in the Select Value, Break By, and Nested By.

3.4 Combined Variable

When you merge two surveys in the Source, you also enable the option to create Combined Variable. Combined Variable consists of variables from two or more surveys.

3.4.1 Function of Combined Variable

Combined variables are used when you wish to create a widget with data from two surveys. This function allows you to merge one variable from survey 1 and another variable from survey 2 and create a new combined variable that can be selected when putting the metric for a widget.

3.4.2 Creating a Combined Variable

When you add a second survey in the source, you have the option to select the variable for Source 2. Now let’s say you have a variable in source 1 which has a multiple-choice question and you want to create a variable with a similar multiple-choice question in survey 2. Now follow these steps:

Step 1: Go to the corresponding row of Survey 2. Let’s say, if your question from Survey 1 is second from the top, go to the second from top section in Survey 2 source.

Step 2: Click Select Variable

Step 3: Select the respective question from the list and click Add

This is now combined, consisting of both the questions from Survey 1 and 2.

For it to work, both your individual variables need to be of the same kind. For example, if you have an open-ended variable in Survey 1, you would only be shown similar open-ended variables/meta data in the options. Similarly, if you select an options set variable in Survey 1, you need to select a similar type in survey 2.

Combined Variable would now be shown in the Select Value, Break By, and Nested By.