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Help centerDovetail AcademyAdvancing your analysis

Analyze different sources of customer data

Dovetail isn't just for surfacing findings in video and interview notes. In this lesson, you will learn how to centralize documents and survey data to store and analyze in projects to enrich your customer understanding further.


Bring in documents for secondary research

Conduct secondary research and draw connections between your customer data and broader industry trends. Bring in existing documentation, academic papers, presentations, and market and competitor reports as raw data in your notes to be tagged and surfaced in your insights.

You can upload documents into your project from your device, Google Drive or OneDrive.

  • To do this, open your project, go to Notes and select Import data Browse.

  • Once your document is uploaded, open the note and preview your document to tag.

Supported document types include –

  • PDFs (.pdf)

  • Microsoft Word documents (.docx)

  • Microsoft Powerpoint files (.pptx)

  • Keynote presentations (.key)

  • Apple Pages (.pages)

  • Google cloud documents, sheets, slides or drawings. They will be imported as a static PDF.


Bring in survey data for mixed method analysis

Alongside your customer calls or in a project of it's own, you can import survey response data from a CSV spreadsheet for deeper analysis.

Importing a CSV file into a project works different to other files. When importing a CSV of survey data, Dovetail will automatically detect the file type and map a row to a single page. Typically, a row represents a single participant's complete survey, structured to include all questions and answers to them.

  • To import a CSV of survey data, click Import and select your file.

  • From there, you will need to map columns from your spreadsheet to how it will be presented on a single page. We recommended selecting the participant ID or name as Title and the remaining as Content.

🎓 Homework

Review available integrations and connect any relevant tools to your Dovetail account. From there, start a blank project and upload a document as a note to highlight.

Tag documents today


Make sense of your data
Import data to projects
Make sense of your data
Highlights and tags
Emily Brogan

Customer Education


Next lesson

Create tags to capture themes in projects

Create tags to capture themes in projects

Last updated9 December 2024
Duration3 min

Product

PlatformProjectsChannelsAsk DovetailRecruitIntegrationsEnterpriseMagicAnalysisInsightsPricingRoadmap

Company

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Careers14
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© Dovetail Research Pty. Ltd.
TermsPrivacy Policy

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