How should I prepare an XLSX interview or survey file?
Overview
Use a clear header row. Put participant or case identifiers and demographic information in metadata columns, and place each interview question or open-ended survey question in its own response column. Consistent question headings allow comparing documents with AI and question-based Chat with Data to group answers correctly.
What to do
- Remove decorative title rows, merged cells, and completely empty columns where possible.
- Keep one participant or case per row.
- Use the same question wording or stable question key across related files.
- Review the import preview and identify metadata and question columns accurately.