Question Mapping when combining sources in Confirmit SmartHub


Margarita Madrid

Margarita Madrid

Author Bio


Author Bio

Whether you are running a long-term study (sometimes called a tracker survey) or a sophisticated Voice of the Customer (VoC) program, you’ll be aware that combining data from multiple sources delivers exceptional insight. In both cases, over the lifetime of the program, chances are that there will have been small changes across surveys to reflect market developments or differences in what you’re trying to achieve.
 
If that’s the case, you’ll be pleased to hear that one of our latest innovations to Confirmit SmartHub™ is to make it much simpler to map data that has been affected by these changes. This will help to ensure that your long-term programs continue to show a clear picture for comparison.

Currently, when generating a combined data source, questions that satisfy the comparison criteria (e.g. of the same type and question ID) are mapped automatically to ensure the same questions from each source are merged. 

Any questions in the sources that do not satisfy the criteria will not be mapped, so when you make a change you may no longer be able to combine your data sources. What you need is a manual mapping process that allows you to accommodate changes in the surveys in your already existing combined data source. And that is what we’ve now introduced.

These manual mapping capabilities are now available, and we will continue to enhance them so you will continue to gain more flexibility in dealing with changes in your surveys.
 
The first case we are supporting is mapping of Questions with different question IDs.
 
When creating a combined data source, you may find cases when corresponding questions that you want to map have different question IDs. You can now map these questions manually. In the example below, the question q4_IssueResolved in the master survey needs to be mapped with the question q4_1_IssueResolved in the slave survey. To do this you can now select “Edit mapping”:

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In the Edit mapping overlay all unmapped questions of the same question type are listed:

Image-2-(1).png

You will then be able to select the question you wish to map, regardless of the different IDs:Image-3-(1).png

Onto our second example - Mapping Single Questions to Grids.

Under certain circumstances when importing data, the format of grid data can be lost. In these cases you can now map the resulting single data (grid questions are really only a “group” of single questions) back to a grid question for reporting purposes.

In this example we have two surveys: In survey 1 (the master survey) q3 is a grid question, while in survey 2 (the slave survey) q3 is a single question. With our new capabilities you can map the single question in survey 2 to the grid question in survey 1.

Before the manual mapping:

Image-4.png

The combined source includes the grid question in the master but nothing in the second as there is no grid to match to.

After the manual mapping:

Image-5.png

The desired outcome is achieved, as the Single question q3 (Claims Survey) is mapped to the OSAT question in the Grid (Call Center Survey).

If you want to understand the manual mapping process in more detail, check out the SmartHub user manual available on our Extranet and our Q1 Product Webinar (available on the Extranet), which includes a demonstration of this new exciting feature.

There is more to follow so watch this space!

 

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