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Format your Tag Hierarchy to Match your Export Spreadsheets

The proficient generation of correctly formatted spreadsheets is pivotal for the efficient presentation of insights to clients, internal teams— everyone on the receiving end of the project’s data of interest. While this step comes after the completion of your review, you should be confident that the data extracted earlier on can be easily presented in the required formats. As a result, it can be useful to be aware of your desired spreadsheet format and integrate it into your data extraction template prior to extracting said data. 

In Nested Knowledge, your data extraction template is constructed in the tag hierarchy. We emphasise the flexibility of tags for data extraction, allowing for configuration of questions, answers, text or table contents, as well as the ability to create custom tables/spreadsheets to match exports. However, whilst flexibility is important, we also understand the importance of needing to produce your exact export spreadsheets of interest without much fuss. Therefore, we devised a guide to ensure effective matching of existing spreadsheets to nests, enabling your team to have a comprehensive understanding of Tagging and can produce exports that are immediately shareable with readers.

Key summary points to keep in mind when constructing a tag hierarchy:

  • Generally, each tag in the hierarchy represents a column in the exported spreadsheet (studies are listed by row)
  • By default, each tag has text contents to be applied— you can leave this as free text or create options to select from (to be displayed in spreadsheet cells)
  • Use tag tables for data that is typically grouped in spreadsheets
  • Single Apply question types work best for consolidated data in exports
  • You can export spreadsheets in Study Inspector for the bulk of your data or Custom Tables on the Export page for specific columns of your choosing

You can download the full guide on formatting tags to match your export spreadsheets here.

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