NVivo Workshop

To keep everything organized, you will want to set up a folder for survey data just as we did with the Google reviews. To create a new folder:

1. In the Navigation View, right click on Files and select New Folder.

2. In the New Folder dialog, in the Name box, enter Survey

Now, when we import our survey data, it will go into this specific folder instead of being mixed in with everything else.

You will now import the survey file linked at the beginning of the workshop. 

1. In the Navigation View, right click on Survey.
2. Select Import Survey and then From Microsoft Excel File....

3. Select cleaned-Grocery-Store then Open.
4. This will open the Survey Import Wizard (Windows) or the Import Data Assistant (Mac).

Survey Import Wizard (Windows)

1. From the Survey Import Wizard, note the following information:
   1. Respondent are stored as cases.
   2. Closed-ended questions are created as case attributes to allow you to compare your respondents by these values.
   3. Open-ended questions are created as codes. You can re-code your open-ended questions as you would with regular transcripts.
2. Select Next.
3. Review Check you data format.
   1. Note: For How many rows are used for your question headers?, it’s best to have only one header row, because multiple rows can sometimes cause errors during import.
4. Select Next.
5. Review Manage your survey respondents.
   Note: we are integrating our survey respondents into our review respondents because they include some of the same people.
   1. For Where in your project would you like to store your cases?, select Change Location and then Cases. Select OK.
   2. For Select a unique ID for each of your cases, select Response ID.
   3. For Your cases will be grouped together in a classification, select Add to existing classification with the default set to Person.
      Important: Cases can only belong to one classification - if you chose to Create a new classification called Survey Respondent, then this would overwrite / remove the content in your Person classification if the attributes were different. By adding to an existing classification, you will preserve what existed before, and add to it.
6. Select Next.
7. Review Identify open-ended and closed-ended questions.
   1. Cycle through each Respondent.
   2. Select Closed Ended, Open Ended or Don't Import.
8. Select Next.
9. Review Autocode Themes and Sentiment.
   1. Deselect Autocode Themes and Autocode Sentiment.
      Note: you can choose to autocode for Themes and Sentiment if you like. NVivo will create separate folders for these. You can experiment with this type of autocoding on your own.
10. Click Finish.
11. Select Close once the Import Wizard has completed.

Import Dataset Assistant (Mac)

1. From the Import tab, select Dataset.
2. Select cleaned-Grocery-Store and select Open.
3. From the Import Dataset Assistant, note the information outlined in Step 1.
   1. Step 2: leave the settings for Dates and Headings as they are, select Next.
   2. Step 3: choose Select All to import all of the fields, select Next.
   3. Step 4: select Import.

Autocode Dataset Assistant (Mac) - Code to cases for each value in a column

1. To open the Autocode Dataset Assistant:
   1. In Details View, select a cell in your dataset to activate it.
   2. From the Home tab, select Autocode and then Dataset.
2. For Step 1, select Code to cases for each value in a column and then Next.
3. For Step 2, for Choose the column that contains the case names select Reponse ID and then Next.
4. For Step 3, select the item in Available Columns and use the arrow to move it to Selected Columns and then Next.
5. For Step 4, ensure your settings are as below:
   1. For Select the autocoding location:
      1. Set Under to New Case.
      2. Set Location to Cases.
      3. Set Name to cleaned-Grocery-Store
      4. Ensure Aggregate coding from child case is unselected.
   2. Select Classify cases from classifying columns.
      1. Select Use existing classification and set the dropdown to Person.
6. Select Autocode.