What does flatten mean? Flattened data is information stored in Individual records.

  • Flattened Demographics can be found in the expanded "Flattened Demographics" folder.  You must be working in the universe that is named after your enterprise to access the flattened demographics folder (etoXXX Participant Universe). 
  • Demographics and Touchpoints are the only data type that is available pre-flattened.  Other fields can be flattened manually on the report page.  This includes Points of Service and Assessments located in the etoXXX Participant Universe.  It also includes data from the Standard Touchpoint Universe NEW.  This process is not very complicated, but for brand new users of the tool, it can be a lot of information to take in. Instructions for flattening are found below.

If you’re familiar with the Query Wizard you can think of flattened data like the data that’s presented when the Assessments Listed focus area is selected.  All of the fields appear in a list and each can easily be selected to appear in the query results, and filters can be applied as needed.  Data that’s not flattened is comparable to the Participant Assessments focus area.  The data can still be pulled into the report and filters can be applied, it just takes a bit more savvy and a few extra steps.  

Creating Variables to Manually Flatten Data

  1. Expand the Demographics folder. 
  2. Add Demographic Name and Demographic value (and any other needed dimensions (objects) to the Results Objects section). 
  3. Click Run Query. The results will look similar to the image below.

   4. Remove the Demographic Name and Demographic Value columns from the table.
   5. Create a New Variable by (1) going to the Data Access tab > Data Objects > New            Variable or by (2) right clicking the Variables folder in the Available Objects                    view.
  


     6. Name the variable after the demographic you are wanting to flatten. For                         example, Age. In the formula box, enter the following formula:
          =[Demographic Value] Where ([Demographic Name] = "Age")
*add the context: In ([Participant Site Identifier]) to avoid blank cells that will create extra lines of data
     
7. You can then duplicate the variables and change the Demographic Name to                   each individual demographic you wish to use.

Your report will look similar to the image below after using the variables to bring in the flattened version of objects.

See also: What is the Difference Between Flattened and Unflattened Data

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