Import HighBond Results data

You can create an Analytics table by importing data from the collections that you have permission to work with in HighBond Results. You can import data tables and interpretations from individual control tests.

How the information can be useful

The ability to import data from Results to Analytics allows you to perform secondary or follow-up analysis on exceptions. After performing the analysis, you can export data back to Results in a round-trip process. For more information, see Exporting exceptions to HighBond Results.

Field name considerations when round-tripping Results data

If you are round-tripping data between Results and Analytics, you need to ensure that all field names in the Results table meet the more stringent Analytics field name requirements. If you do not, you risk misaligning your Analytics and Results data.

For example, any special characters in Results field names are automatically converted to underscores when they are imported into Analytics, which means the field names no longer match the original names in Results. If you then export the Analytics data back to the original table in Results, fields are no longer correctly matched.

To avoid this problem with data that you intend to round-trip, make sure that before you upload the data to Results from CSV or Excel files it meets these Analytics field name requirements:

• no special characters or spaces
• does not start with a number
• contains only alphanumeric characters, or the underscore character ( _ )

Steps

1. Select Import > HighBond > Results.
2. In the Select data to import dialog box, double-click the organization folder.
3. Navigate to the appropriate control test.

   Note

   You do not have the necessary permissions to access the data if:

   • the collection containing the control test does not appear
   • the message Error retrieving list of interpretations appears when you try to access the control test

   For more information, see Assigning privileges and roles in Results.

   For help with permissions, contact your company’s HighBond account administrator, or Results administrator.

4. Select one of the following tables to import to Analytics:
   • an interpretation, if one exists
   • audit trail
   • comments
   • results table (double-click the Table Field Selection folder)

   Note

   You can import only one table at a time to Analytics.

   Tip

   You can join the results table, audit trail, and comments in Analytics using Record ID as the key field. Use the results table as the primary table in the join.

5. If you are importing the results table, select the individual fields you want to import from the following categories:
   • Metadata fields containing user-generated and system-generated workflow information
   • Extras collection and control test names, and Record ID

     Make sure to select Record ID if you intend to join the results table in Analytics.

   • Data fields containing data that was imported to Results, or answers to a Results questionnaire
   • Select All imports the entire table
6. Click OK.

   The data is imported from Results.

7. In the Save Data File As dialog box, enter a name for the Analytics data file, and if necessary modify the location where the file will be saved, and click Save.
8. Enter a name for the Analytics table you are adding to the Analytics project, or keep the default name, and click OK.

Password requirement

Password not required

You do not need to specify a password to import from HighBond if you used online activation to activate your copy of Analytics. The password is automatically created and sent to HighBond based on activation information stored on your computer.

Password required

You do need to specify a password to import from HighBond if you used offline activation to activate your copy of Analytics. The required password value is a HighBond access token.

Acquire a HighBond access token

1. On the Analytics main menu, select Tools > HighBond Access Token.

   The Manage API tokens page opens in your browser. You may be required to first sign in to Launchpad.

2. Do one of the following:
   • Use an existing token In the Token column, click the partially masked token that you want to use and enter your HighBond account password. The unmasked token is displayed.

     Tip

     Use an existing token unless you have a reason for creating a new one. If the existing token does not work, create a new one.

     Using an existing token cuts down on the number of tokens you need to manage.

   • Create a new token Click Create token > Analytics and enter your HighBond account password.

     A new Analytics token is created.

     Note

     If you are a Launchpad System Admin, you also have the option of creating an API token. You should reserve API tokens for their intended purpose, which is programmatic access to the HighBond platform.

3. Click Copy to copy the token.

   Tip

   Do not close the dialog box containing the token until you have successfully pasted the token.

4. In Analytics, paste the token into the password prompt.
5. In Launchpad, close the dialog box containing the token.

   If you created a new token, a partially masked version of the token is added to the top of your list of tokens.

   For more information, see Creating and managing access tokens.