1. With the Original - as fielded report open on the Results page, click the Export options menu, and download the Excel with coded map.
2. In the first column, showing Respondent ID, ensure that the title prefix is Id or UID.
3. After the Respondent ID column, create a custom variable column with the prefix aytm: (ex: aytm:custom_state, aytm:group).
   Note: Each variable needs a unique label, and variable names are limited to 25 characters and may not contain spaces. Acceptable characters are letters, numbers, and the underscore symbol (ex. aytm:abcd_123). 
4. Populate the columns with the appropriate variable data. (Spaces and special characters are acceptable within the data cells.)
5. Save your edited excel file as a CSV or XLSX file.
6. On the results page, click the Filters menu, scroll to the bottom, and click Upload CSV/XLSX. Learn more about how to use a variable for Data Weighting.

You can upload multiple files, and new variables will be created if the column contains a unique label. If you added new variable data to a label already existing in the stats page, the latest data would overwrite the existing.

If you want to create a filter that contains multiple variables, like a Checkbox Question type, upload each answer choice in an individual column.

For example, a Checkbox Question type has 3 answer choices: A1, A2, and A3. Each answer choice can represent one of two characteristics: 0, meaning the respondent does not have that characteristic; 1, meaning the respondent does have that characteristic. The system codes the respondent, either a 0 or 1, based on how they answer A1-3. Once this custom variable has been uploaded, filter by answer choice.

1. With the Original - as fielded report open on the Results page, click the Export options menu, and download the Excel with coded map.
2. After the Respondent ID column, create a custom variable column with the prefix aytm: and add “_1”, “_2”, “3”, etc. to the end of each column name to create multiple variables under one filter, when creating the upload file (aytm:example_1).
   NOTE: All contents in the columns must be 0s or 1s.If a respondent doesn't have a certain characteristic, you should put a "0" in the column for that characteristic to show it's absent for that person. If the respondent does have that characteristic, you should put a "1" to show it's present for that person.
3. Save your edited excel file as a CSV or XLSX file.
4. On the results page, click the Filters menu, scroll to the bottom, and click Upload CSV/XLSX.

1. Click on the Filters tab to begin filtering by the custom variable with multiple levels.
2. Scroll to the bottom of Filter by Traits tab.
3. Click the drop-down menu next to your Uploaded Variables and select the desired answers to filter by.
4. Select Click Here to Apply Filters.

1. Select Data Lab from the results page.
2. Drag and drop a virtual question into the study.
3. Click the Optional Presets drop-down menu.
4. Scroll to Variables and select the custom variable upload for checkboxes (in our case, test), and populate its answer choices (1, 2, 3, etc.).
5. Select the answer choices you would like to filter by.
6. Click Generate Visualization.

Summary limits may be enforced on excel files to ensure a file will be processed correctly.

These limits are: 

• Max Variables per survey: 100
• Max Variable name length: 25 characters
• Max characters for a variable: 5,000

Having trouble with your file? Check for any of these common troubleshooting tips. The system will provide a warning message if the file cannot be processed or if it has to adjust the file to upload.

1. Is your file saved as a CSV?
2. Is your respondent ID column titled Id or UID? if this column has any other title, the file will not be processed.
3. Variable names are too long: The platform will automatically trim to 25 characters.
4. Variable names are repeated: Columns Q, R, and S contain the same variable titled "custom_var16". The platform only imported data from column Q and had to ignore R and S.
5. Column AB and AC contained the same variable titled "custom_var25_name_is_too". We've only imported data from column AB and had to ignore AC.
6. Too many variables: Max number of unique variables per survey is 100.
7. Variable has too many characters: variables can contain up to 5,000 characters anything after that will be cut off.
8. Variable name conflicts with our naming convention: you named a column MSA, but it's already being used by our system. To upload we will automatically add custom_ to the variable name.
9. The file type is not compatible: the system will accept CSV or Excel but the file can not contain a double header. Both our raw Excel and CSV contain double headers. Use the Excel with coded maps or create a new sheet in Excel and save as a CSV.