The data layout manager can be accessed from the research hub, and can also be found throughout the system by selecting "Data Downloads" in the "Report" section of the menu.
To access the data layout manager in the research hub, locate the project and click on the menu icon . Then select "Data Download."
To access the data layout manager in the report screen, run the desired report and click on "Downloads."
The data layout manager is located at the top of the downloads window. It allows you to select an existing layout created for the project from the dropdown menu, import a layout from another project, create a new layout, or edit/delete a non-standard layout.
Creating a new layout will open the data layout manager. Importing a layout will open the window shown below. Enter the project name or path in the field provided. As you type the projects that match will appear in a menu. Select the project and click "get layouts." Then select the layout from those available in the "layout(s)" dropdown menu, and click "import."
Step 1: Select variables to include.
Once the data layout manager is open, click on the "add/remove variables" button.
1. select variables: Allows you to select only a certain type of question. For example, click on "open-ended" to only select and edit the open-ended questions.
2. included: Select the variables you want to include in the data downloads by checking the checkbox for the variable.
3. search/jump to: Enter a key term or label in the "search" or "jump to" field to locate a specific variable.
4. expand/contract variable groups: Allows you to expand or contract variable groups for multi-select and multi-dimensional question types.
5. column options: Allows you to select the columns that are displayed in the editing field.
6. bold labels: Indicates a contracted question. Click "expand variable groups" to view/edit the question in expanded form.
7. done/cancel: Click "done" to save the selected variables. Selecting "cancel" will cancel the changes without saving.
Note: Variables that are new in a project are highlighted in yellow. New variables are common in tracking studies when layouts are copied or imported.
Step 2: Edit the layout.
Once you've chosen which variables to include in the data download you can begin editing the layout.
1. search/jump to: Enter a key term or label in the "search" or "jump to" field to locate a specific variable.
2. view standard datamap: Click this to view the datamap in a new window, allowing you to reference a comprehensive list of the survey content.
3. expand/contract variable groups: Allows you to expand or contract variable groups for multi-select and multi-dimensional question types.
4. column options: Allows you to select the columns that are displayed in the editing field.
5. move selected variables: Allows you to move the variable(s) selected to the top position, up one position, to a specified position, down one position or to the bottom position in the data download.
• set to survey order: Reset to default order. (If a
variables.xls file is present, it is backed up and removed.)
6. altlabel: Edit the default altlabel.
7. width: (For use with fixed-width data files.) Edit the width of a variable. The "start" and "end" range will update based on the width specified.
8. force start: Allows you to specify the "start" position of the variable in the data download. A start position must be greater than that of the variable before it. The "start" and "end" range of all succeeding variables will update based on the new position.
9. undo/redo: Allows you to undo or redo the last change.
10. update start/end: When a change is made to the width or force start column, you must click "update start/end" to update the start and end positions of the affected variables.
Note: "start" and "end" indicate the range and position of the variable in the data file.
For mass layout changes, the "text" editing feature allows you to make the changes in text format.
1. edit mode: Allows you to switch between the grid view and the text view.
2. text edit: Allows you to make edits in text format. Only variables that are included in the layout are displayed, and deleting a variable here will remove it from the layout. The "altlabel" and "width" are also included and may be edited here.
3. view standard datamap: Click this to view the datamap in a new window, allowing you to reference a comprehensive list of the survey content.
4. update start/end: When a change is made to the width, you must click "update start/end" to update the start and end positions of the affected variables.
5. save/save as: Click here to save the layout.
Step 3: Save the new data layout.
Once the new layout has been created, click the "Save" button.
You may save the layout on either the "add/remove variables" tab or the "edit layout" tab.
Enter a name for the layout and then click "Save."
After a layout is saved you will return to the download screen, where you may select a layout and data download form. You also have the option to "edit layout" or "delete layout."
Note that some download types are not available for use with custom data layouts. Those downloads appear in grey and cannot be selected. Further, since you have selected the variables for inclusion, all OE downloads are unavailable. In this case, you should select the standard download of the type instead.