Guide to Data Labels

This guide is intended to introduce you to data labels and answer questions like why you might want to use data labels, how you can connect data between forms, and how to connect that data when editing or creating custom reports and dashboards.

When creating forms in KickUp, you may want to connect the data that you’re collecting in one question with data you’re collecting in another question, potentially on another form.
​
For instance, you may be asking the same multiple choice questions on your elementary walkthrough form as you are on your secondary walkthrough form. When it’s time to look at that data in a report, you might want to see both questions in the same widget. To let KickUp know that you’d like to align the data, you would set the data label of those two questions to match. 

Data labels work for all question types, though they only connect data for questions of the same type. For example, if you were to assign the same data label to a multiple choice question and a matrix questions, it wouldn’t work because the data is inherently different. 

Every time you create a question in KickUp, you have the option to use the "advanced settings" menu to add a data label and/or framework alignment.
​

If you want to connect your question to other questions you’ve already created, start typing the name of the data label used in the other questions. The field for data labels is a type ahead, so as you’re entering text, you will see some suggestions based on what you’ve typed so far. When you see a data label that looks like the one you’d like to use, click on the data label. 

Importantly, you can always go back and update a question's data label later on, so don't worry about getting the exact phrasing correct when you're first setting up a form or question.

The goal of adding data labels to questions is to make it easy to collate that data into reports or dashboards later on. To do that, look for the data label when selecting your data in a particular data widget or as an enableable data filter.

Here’s what to look for in various report widgets:

Step 1: Select or Create a Data Label when creating a question.

​Step 2: Select the appropriate Data Label when editing a widget for a report.

​Step 3: Responses with the Data Label will show up in the widget.

Step 1: Select or Create a Data Label when creating a question.

Step 2: In the right-hand menu while building your dashboard, select "Data" and "Multi-form data," then select the Data Label from the menu and drag it to the left to add it to your dashboard.
​

[Note: If the data label has only been used on one form, you can find it by selecting the form in "Forms."]

​Step 3: Responses with the Data Label will show up as a new block in the dashboard. Responses will include data from all questions/forms with the data label unless you apply a filter.
​

If you receive an error while attempting to create a question with a data label, or the data does not combine as expected in your dashboard/report, it may be due to one of the following:
​
​Error 1: You've tried to use the same data label on different question types (e.g. multiple choice and open response). While a form will not prevent you from using the same data label on a different question type, you will not be able to combine data from two separate question types in your dashboard or report.

Error 2: You've tried to use the same data label for two different questions in the same form. Data labels can only be used once within a form.

Error 3: You've tried to use the same data label on the same type of question, but you've changed answer options (e.g. adding the ability for users to select multiple options on one form but not the other)