Importing your Taxonomy and Reports

The tag taxonomy is considered the data which is used to code a report (outcomes framework). There are a couple of frameworks for goals and indicators that ImpactMapper offers support for out of the box, but if you want to use your own taxonomy framework, this article will explain the process in details.

Currently, you can recreate your nested tag framework within ImpactMapper yourself or request our team to import it, following CSV specifications below.

The Taxonomy: Tags and Groups (Categories)

The way ImpactMapper is structuring the framework data is split into two concepts, the tags and the categories.

Groups (Categories)

The best way to look at a category, is as it is a folder. A category can
have other categories and represent a tree-like structure. It provides
either contextual information or logical one, depending on how you structure the categories. A category can not have two other categories with the same title/code.

The categories can be later used for aggregated calculations and charting.

The basic structure of a category includes the following fields/columns that we expect from a CSV file during the import (column names are in bold, the explanation is in regular):

  • Category Code: Unique identifier, alternatively, just use the category title
  • Category Title: The basic identifier of a category
  • Category Description: Provides information about the purpose of this category
  • Category Metatags: A list of keywords used to link related categories
  • Category Parent Code: Parent category identifier for nested category structure

It is important to note that:

  • a category parent (code/category) needs to be present before other categories will reference/point to it
  • two categories with the same title will be considered invalid 

Tags

A tag is the basic unit in a taxonomy framework. This unit is used to code and link data across reports, surveys and charts in ImpactMapper.
A tag always part of at least one category and there can not be another tag with the same title/code as part of the same category.

The basic structure of a tag includes the following fields/columns that
we expect from a CSV file during the import (column names are in bold, the explanation is in regular):

  • Tag Category Code: The code or the title of the category the tag belongs to
  • Tag Code: Unique identifier, alternatively, just use the tag title
  • Tag Title: The basic identifier of a tag
  • Tag Description: Provides information about the purpose of this tag
  • Tag Instructions: Provides information on how this tag is applied when coding

It is important to note that:

  • two tags with the same title in the same category will be considered invalid
  • a tag can exist in many categories

The Report/Coded/Tagged/ data

In ImpactMapper, a report represents the original content provided by a user which can contain also the coded/tagged information.
The coded/tagged information includes the tag identifier which was used to link the report content to the taxonomy. This information can also carry extra details like:

  • financial information
  • dates
  • geo/locations
  • numerical values

The basic structure of a tagging includes the following fields/columns that we expect from a CSV file during the import (column names are in bold, the explanation is in regular):

  • Category Code: The code or the title of the category the tag belongs to
  • Tag Code: The code or title of an imported tag
  • Report Title: The title of the report it belongs to
  • Report Content: The report content that links to the tag
  • Report Quantity: Optional quantitative numeric value
  • Report Quantity Label: Optional quantitative description/label
  • Report Date: Optional date/temporal value
  • Report Location: Optional geo/location value (city, country, region)
  • Report Amount: Optional financial value including the currency 

The following CSV template is available for custom import requests.

If you have any further questions about cleaning, preparing, and uploading your data to ImpactMapper, check out the rest of our articles here, or get in touch via the chat icon below. 

We will also host webinars sharing best practices for keeping your data clean and up to date. Keep checking this page for the latest, and subscribe to our newsletter!

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