Managing survey spreadsheets (r9)

The Sheets applet provides tools for storing, managing, and interacting with your survey spreadsheets.

To access spreadsheets, go to Assets > Sheets in the survey's left navigation menu.

For more information about formatting spreadsheets, see Creating and editing survey spreadsheets. For guidance on referencing sheets within survey code, see Using spreadsheets in survey programming.

Overview

To add, upload, or edit survey spreadsheets, you must have the role of survey Maker, Researcher, or IntelliBuilder Editor. The applet displays all spreadsheets associated with the survey, which have the following sortable columns:

• Name: This is the name used to reference the sheet in the survey code. Each sheet must have a unique name without spaces.
• Description: This field is optional and can be used to add details about the spreadsheet.
• Version: This indicates the version currently designated as the "primary" version of the spreadsheet.
• Updated: This displays the date of the primary version of the sheet.
• Uploaded By: This displays the user who last uploaded the sheet.
• Public: This shows whether the sheet is "public." Public sheets are primarily used with the autocomplete tag.

Additionally, the Actions column provides options for managing sheets, including viewing, editing, uploading, downloading, and deleting.

Actions

You can use the  Edit sheet button to switch to editing mode, where you can edit the sheet's cells directly, or you can upload a new file. Use the Upload Edits function to upload a single file and overwrite the existing spreadsheet. Next to those options is the Actions menu, which contains the History, Download, and Delete buttons.

Uploading edits in a single sheet

Select a file from your system, then click Review Changes. You will be shown a summary of the changes made. The Color Code at the top of the screen lets you see specific changes between versions such as additions, removals, and other modifications.

Managing sheet versions

The History button allows you to track and compare different versions of a sheet, view and download content, and designate a version as the primary sheet. To compare two versions, select the versions and click the Compare button. To switch which sheet version is the primary one, click  Make sheet primary.

Uploading and downloading multiple sheets

The Batch Upload and Download All Sheets buttons can be found in the top left of the screen. These allow multiple sheets to be uploaded or downloaded simultaneously.

Download All Sheets generates a single workbook with each sheet on a separate tab, including a Table of Contents as the first tab.

Batch Upload allows multiple sheets to be uploaded simultaneously from a single Excel workbook (.xlsx). The name of each tab will be used as the sheet name. Ensure that the sheet name matches exactly when updating an existing sheet. The Table of Contents tab, if present, will be ignored during the upload process.

Follow the on-screen steps to pre-parse, review, and submit the sheets, then recompile and publish your survey to apply the updates.