System sheets

System sheets are globally-accessible resources, and are administered from the "Home" page. Commonly used sheets hosted here include MaxDiff designs, postal code lookups, and audience sheets.

To access system sheets, expand the Resources group in the left navigation menu and click Sheets. Note, you must have a system role of Survey Creator or greater to access this applet. 

Overview

The default view displays all existing system sheets in a table format. You can use the search box at the top left of the table to locate a specific sheet. You can also click on the View button next to the search field to reduce the size of the cells in the table, or update the table's data with the refresh arrow found on the right.

As in other places in the IntelliSurvey interface, data columns can be sorted by clicking the column header. Once clicked, the data will be reorganized by that column. When the data is sorted by a column, an arrow will appear in the column header. Clicking the arrow again will sort it in reverse order. Column width can also be adjusted. To adjust the column width, bring your cursor over the lines dividing the columns in the column headers. A width icon will appear. When it does, click and drag the column to resize it to the desired width.

The following columns are included:

Viewing and downloading

All sheets can be viewed by clicking on the (eye) icon in the action column. When a sheet is opened, you can review the IDs, text, and additional content. From here, you can download the sheet by clicking the Download button on the right-side of the toolbar or click Browse Sheets in the upper left corner of the screen to navigate back to the full list of system sheets.

Before you use a system sheet in your survey programming, it is best practice to review the sheet's content to confirm it is correct.

Creating sheets

If you have a system role of Superuser+, you can add new sheets to the system's resources by clicking New Sheet in the top-right corner of the screen. New sheets must be created in an external software and uploaded.

Here are some guidelines for formatting your sheet:

• The system accepts Microsoft Office XLS or XLSX Excel file types.
• The sheet ID (name) should be lowercase. It can contain numbers and underscores but cannot have spaces.
• The first column must be labeled 'id', in lowercase letters.
• The second column can be labeled arbitrarily, but if the sheet is to be used as a survey data source, then it is highly recommended to label it as 'text'. 'text' is also lowercase.
• All other columns can be lowercase, uppercase, or mixed cased, so long as the column name is referenced exactly.

To create a new sheet, you should provide an ID and a description. Then, if the sheet is going to be used for an "autocomplete" exercise, click the Public box. Select your previously formatted Excel file, and click Submit.

For more information on formatting sheets, you can follow the same formatting conventions as survey sheets.

Editing sheets

If you have a system role of Superuser+, you can edit existing sheets. Sheets are updated by uploading a new version of the previous Excel file.

To edit a sheet, click the upload icon found in the action column, and the Upload Edits modal will appear. To select the new/updated file, click the upload icon in the center of the modal, or drag the file into the space. The file will appear within the modal once it is uploaded. Press the Review Changes button to continue.

If the changes appear accurate, click Save in the top-right corner. Otherwise, press Cancel to start over. Click Browse Sheets in the top-left corner of the screen to navigate back to the full list of system sheets.