Organizing Variables

The variable organizer allows dataset editors to sort variables into groups and determine the order in which they will appear in the sidebar. It can also be used to quickly edit variable names, descriptions, and aliases.

If the dataset you wish to organize is already shared with other you users, you may with to consider creating a draft before organizing it (or making other large changes). This will allow you to assure that the dataset organization appears as you expect before pushing the reorganized dataset to your clients.

Open the variable organizer by opening dataset properties and then selecting the Edit Variables tab.

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Variables are listed in their current order, along with their descriptions and aliases.

On the right side of the interface, you’ll see the Actions sidebar.

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The options available in this sidebar depend on what mode you are in (Organize or Edit Names) and whether you have any variables selected. See below for more information.

Changing variable order

The order of variables in the list can be changed by dragging and dropping them. Select multiple variables at once using shift-click and command-click (Mac)/control-click (PC). Once a group of variables has been selected they can be dragged as a group.

Creating and using folders

Create a folder by clicking New Folder in the right sidebar. and giving it a name.

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The new folder will appear at the top of the variable list. You can drag and drop variables into the folder to move them. Click the folder icon to open the folder and view and organize its contents.

When a folder is open, the path to that folder is shown at the top of the interface.

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Drag variables to a location on the path to move them up in the hierarchy. Click on a location on the path to navigate to it directly.

Editing variable and folder names, descriptions, and aliases

To edit variable and folder names, descriptions, and aliases, slide the toggle to Edit Names in the Actions sidebar. This puts the interface into Edit mode. While in edit mode:

  • You can click any variable or folder name, description, or alias to edit it. You can use Tab to move to the next field or Enter to move to the next row (i.e. if you are editing a description you’ll move to the next description).

  • You cannot arrange variables or put them into folders. If you need to arrange variables, click Organize in the Actions sidebar to return to Organize mode.

Hiding and deleting variables

You may have variables that are used for derived objects like weights, filters, and other variables, but that shouldn't be used in analyses themselves. Hiding a variable removes it from the variable sidebar and browse view cards, but keeps it in the dataset so any derived objects are unaffected. Hidden variables are moved to a Hidden folder that can only be accessed in the variable organizer.

Deleted variables are permanently removed from the dataset; any filters, analyses, or other variables derived from a deleted variable may be removed as a result.

To hide or delete a variable or folder, you can drag it to the Move to hidden or Delete dropzones on the right side of the screen. Alternately, you can select one or more variables (using shift-click or command/control-click) and the appropriate dropzone. Note that hiding or deleting a folder hides/deletes its contents as well.

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Unhiding variables

When no variables are selected, the Move to hidden dropzone reads Open hidden. You can click on it to open the hidden folder and to move variables and folders out of it.