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FC Analytics – Creating and Importing Data Sets

FC Analytics – Creating and Importing Data Sets

Make the most of your data and insights by creating data sets from multiple data sources — directly from your community.

Step 1: Navigate to FC Analytics

Navigate to “FC Analytics” in the “Discovery” tab:

Step 2: Create Data Set

Click on “Create Data Set”:

Step 3: Add Rows (stubs):

Provide a name for your data set, and indicate whether the data set should include All Members, Group, or Individual Survey:

  • All Members — all Active, Inactive, and Closed members in your community will be included in your data set.
  • Group — all members that fit the criteria indicated in a single static or dynamic group.
    • Survey Taken (AND / OR logic)

      You can create dynamic groups that include community members in the following scenarios: – Members who took Survey A AND Survey B – Members who took Survey A OR Survey B – Members who took Survey A AND Survey B OR Survey C

  • Individual Survey — all members who completed the individual survey selected.

Step 4: Add Columns (banners):

Add columns to your data set, including surveys, profile points, and polls.

  • Surveys — indicate which survey(s) to include as banners in your data set.
  • Groups — indicate which static and dynamic group designations to include as banners in your data set.  You can select up to 10 groups and this banner will indicate whether or not a respondent is or is not included in this grouping within the platform through the use of “True” and “False” values.
  • P2 Engine — indicate which Profile Point(s) to include as banners in your data set.
    • Selecting “Include P2 Engine” will include any and all Profile Points in your Fuel Cycle community.
  • Polls — indicate which poll(s) to include as banners in your data set.

Step 5: Save Data Set

Review your data set, make any final changes, and click “Save Data Set”.

Step 6: Import Data Set to MarketSight

Click the “Action” button from the FC Analytics Data Set Listing page, and click “Send to MarketSight”.

Your data set will take a few minutes to load; after it is successfully created, click into the “Action” button once more, and click “View in MarketSight”:

MarketSight will open your data set in a separate tab.

For more information and guidance on MarketSight features and capabilities, please see the MarketSight knowledge base.

Updated on January 2, 2020

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