Importing & Exporting Document Groups

You can export and import the list of documents and their groups to and from Excel.

Exporting the data gives you an overview of all your document groups and their members. It can also be used as a starting point to prepare an Excel file for import.

You may want to import a Document Group table, if you already have an Excel file with information about each document like gender, education levels, location, etc.

The content of the Document Group Table consists of the following:

  • First column: document name.
  • Second and subsequent columns: document groups or document attributes

As document groups in ATLAS.ti are dichotomous, the document groups are listed in the columns, and the cells contain a 0 if the document is not in the group, and a 1 if the document is in the group.

If you do not follow the ATLAS.ti naming conventions (see below), the table will look as follows:

Excel export of dichotomous document groups

If you use the ATLAS.ti naming convention for document groups: attribute name::attribute label or value, then ATLAS.ti uses the attribute name as column header and the attribute label or value for each cell. For instance, if you have the following groups:

  • education::highschool
  • education::some college
  • education::University degree
  • gender::male
  • gender::female
  • has childre::yes
  • has childre::no
  • marital status: single
  • marital status: married
  • marital status: divorced
  • number of children:1
  • number of children:2

....the Excel table looks as follows:

Excel export of dichotomous document groups

Exporting Document Groups to Excel

Select the Import & Export tab in the ribbon and from there the Document Groups button with the up arrow.

Import or Export Document Groups

This opens a File Manager. Select a location for saving the Excel file. Accept the default name or change it. Select Save.

If you use the naming convention for document groups as shown above, then the table shows the more conventional format with attributes / variables as column header and the various values for each variable in the table cells.

Importing Document Groups from Excel

If you want to prepare a table for import, the easiest way is to export a table first. This way you generate a table that already contains all document names in the order as they occur in ATLAS.ti

Export a document group table (see above).

Add the document attributes as column headers. See examples below.

  • If there are multiple values for a variable, add the prefix #.

  • If you do not add a prefix, a document is assigned to the group if the cell value is 1.

Enter the values for each document in the table cells.

  • if there is no entry in a cell, the document is not assigned to a group.

  • if two or more values of the same attribute apply to the document, then enter the values separated by a coma.

In the following you see two examples:

Document Name#gender#age grouplikes chocolate#favourite drink
doc 1male11cola
doc 2female2milk,beer
doc 3female21juice
doc 4male1tea, coffee, cola
doc 5male31coffee

Save the table in Excel.

Example Excel table ready for import to ATLAS.ti:

Preparing Document Groups for Import

Import Document Groups Table

Select the Import & Export tab in the ribbon and from there the Document Groups button with the down arrow.

Import or Export Document Groups

This opens a File Manager. Select the Excel file and click Open.

If you want to add new groups even though a few groups already exist, you can proceed as described. Just leave existing groups in the table. ATLAS.ti will recognize them and does not create them anew.