Overview
Data Operations is a data workflow tool where you can add to, edit, and manipulate your data so that your data tables and variables display the way you need them to in Analysis & Reporting.
Using Data Operations, you can append, match, merge, and split out your data in a number of different ways.
Accessing Data Operations
Step 1: Data Operations can be accessed by clicking the “Add” button at the top of each individual project folder:
Step 2: Once Data Operations is selected, you’ll need to give the file a name and click “Create”
It will then open a blank workflow template for you to work in.
Step 3: Select the tool that you want to use by clicking on either of the “+” signs:
Step 4: Select the tool type that you want to use (Append, Advanced, Match*). *Please note that as of July 2023 the Match tool is not yet available. We will issue a communication when it becomes available.
Step 5: Give the tool a name and, if desired, tag it and/or add a description.
Step 6a: Click on “Input” and select the two datasets that you want to work with:
Step 6b: If required you can filter your datasets on cases that meet your required criteria. To do this, click on the “Select” button next to one or both of the Filter rows:
This will open the filter builder where you can set-up your required filter, by entering the required variable(s) (section 1, in the screen shot below). and answer choice(s) (section 2, in the screen shot below). You have the choice of doing this visually in the Visual section (3, in the screen shot below) or you can edit the filter in the Advanced section (4, in the screen shot below). The View total section (5, in the screen shot below) will tell you the number of cases that will be included in your filter. When you’re finished, click “Save”:
Step 7: Click on “Output” select the location where you want to save your files and give the dataset a name and description (optional). Then click “Create”:
Please see the additional help articles for support with each function in Data Operations. Each of these articles will repeat the steps above and from Step 8 onwards will show you how to use each feature.