In dapresy you can use Hierarchical filter mapping to compare branches/nodes which changed during time. Read this for more information what this does.
The unit mapping between waves are performed in the new Hierarchical filter mapping page.
Here you see where to find the new page.
The mapping process in this page consists of two steps:
- specify the mappings for each node
- “activate” the mappings, meaning that the Hierarchical filters are updated based on the defined mappings.
Mappings can be specified in three different ways:
- Manual mapping, you select which nodes in the previous wave that a node in latest wave should be compared to
- Auto-map, nodes are mapped automatically by “path and name match” or just a “name match”
- Excel download/upload process, you enter the mappings in an Excel file which then is uploaded
These three options can be used in combination. Usually you start of with Auto-mapping and then you manually set up the more advanced comparison when nodes have been merged, split up, changed names etc.
To manually create a mapping select the node in the latest wave in the left tree, then tick the nodes it should be compared to in the right tree. In the example image below we see that the node Team Blue 1 and Team Blue 2 in 2019 are mapped to Team Blue in 2020. Technically, the respondents in the Team Blue 1 and Team Blue 2 in 2019 are added to Team Blue in 2020, the additional respondents are added to Team Blue node only and are not added to levels further up the tree.
Here we see an example, the nodes Team Blue 1 and Team Blue 2 in 2019 are mapped to Team Blue in 2020.
Tip 1: the Hierarchical filters can be shown in either a tree view or as a list view, you can switch view by selecting the option above the Hierarchical structure. When using the list view you can also select if the nodes should be sorted by level or by branch.
Tip 2: if you apply the “auto search” option in top right corner, the name of the selected node in the left tree is automatically inserted in the search field in the right tree which makes it easy to find the node if these have the same name in both waves.
Here we see example of the auto search options, the name Business area A was inserted automatically in the search field as auto search was turned on.
Tip 3, all nodes in the Hierarchical structure are color coded so you easily can see if mappings have been done or not.
Here we see an example of the color coding. The green nodes have a saved mapping, the grey nodes do not have any mapping and the blue node has just been changed but not yet saved
The Auto-mapping option maps the nodes between waves based on name matches which makes it efficient as the majority of the nodes usually have the same names in all waves. When applying the auto-mapping you select if the name match should be based on the whole path or just the name of each node, you can also select if previously specified mappings should be overwritten or not.
To auto-map do the following:
- Select a “starting” node in the latest wave, in the left tree
- Select a “starting” node in the previous wave, in the right tree
- Open the Auto-mapping window and select mapping options
- Should name of full path match or only the node name?
- Should previous mappings be overwritten or not?
Here we see an example, in first image below the top node in 2020 branch is selected in the left tree and the top node in 2019 branch in the right tree, as show in second image all nodes below selected nodes are now auto-mapped based on text match.
Note, if the matching is not based on the full path two or more nodes in the previous wave could theoretically match a node in the latest wave, if this situation occurs none of these nodes are mapped to the node in latest wave when auto-mapping is applied.
Bulk edit via Excel download/upload process
To specify new mappings, or edit existing connections, in an Excel file do as the following:
- Enter the “Bulk edit” view
- Download the Excel template
- Specify mappings in the Excel file
- Upload the file
In the Excel file the mappings are specified in column E as shown below. In that column you enter the code of the node it should be compared to in a previous wave. If a node shall be compared to multiple nodes you enter those codes comma separated.
Here we see the Excel file, the mappings are done in column E.
After mappings are setup, or changed, you need to activate those by clicking the Activate mappings button shown in the image below.
Here we see the Activate mapping button to the right of the Save button.
Note : if new data is imported the mapping activation is applied automatically during the regular Data Activation, so you only need to use the Activate mappings option after changes in mappings and not after each data load. If mappings are deleted you also need to run the Activate mapping option t