Exporting Text Analytics data

Viewing detailed Medallia Text Analytics data (such as topic and sentiment taggings) for a subset of comments can be useful when testing your rule-based topics, or if your company wants it for their own analysis. You can export Text Analytics data by exporting topic fields and selecting the TA Export Data format from the Exports screen.

Restriction: Text Analytics exports provide topic taggings for rule-based topics only (and not themes).

Additionally, users can export comment data as an Excel file directly from the Responses Form report, as described in Responses reports. Make sure to assign the Custom Exports reporting permission to roles that need to select specific comment fields in their Responses Form exports.

Important: Refer to the RFC 4180 guidelines for proper formatting of data. Failure to do so may cause problems when ingesting verbatims due to unexpected characters or escape issues.

Exporting topic fields

Topic fields are A-fields that contain Text Analytics topic information suitable for exporting.

After selecting one or more text fields that are used in Text Analytics, Experience Cloud creates these A-fields for each selected field. Labels for the created fields begin with these strings:

  • Topics for … — Contains the topics assigned to the selected field. The topics are comma-separated in the form "Topic1, Topic2, Topic3".
  • Topics original for … — Contains the original topics assigned to the selected field, before any manual changes.
  • Topics with hierarchy for … — Contains the topics hierarchy for topics with subtopics. The topics are comma-separated in the form Topic1/Topic1.1,/Topic2/Topic2.1 .
  • Topics with sentiments for … — Contains the topics and sentiments for the selected field.
  • Topics with sentiments latest for … — Contains the manually selected topics and sentiments for the selected field
  • Topics with sentiments original for … — Contains the original topics and sentiments for the selected field, before any manual changes.

When a topic name contains a comma, the value in the field is escaped with a leading backslash, like this: " bath\, towels ". Forward slashes are similarly escaped, such as " bath\/master ".

Note: There is no way to export just parent topics.

To export topic fields:

  1. On the Company A-fields screen, select the text field(s) that are processed by Text Analytics, and save the changes to create "topic" fields for the Q-field.

    Screen capture of the Topic Fields selector with "What prompted feedback" selected.

  2. In The Data to export section (export specification) on the Integrations > Exports screen, choose the Q-field and the "topic" fields associated with the Q-field.

    Screen capture of Fields to export filtered for "prompted feedback" showing four fields

    Tip: If the Q-field you select is not processed by Text Analytics, the export will not contain any data.

Exporting topic, theme, and sentiment taggings with the TA Export Data format

You can use the TA Export Data format to export phrase-level data on sentiment taggings and one of the following:

  • Topics

  • Themes

  • Words

To export data using the TA Export Data format:

  1. Follow the instructions outlined in Survey records automatically delivered (pushed) to an external system. In addition:
    • Choose one of the following options for the Export format field, then save the page.
      TA Export Data CSV (Excel compatible)
      Exports Text Analytics data as a series of comma-separated values (CSV).

      An example of a record with comma-separated values

      TA Export Data Pipe-delimited (Excel compatible)
      Exports Text Analytics data as a series of multi-line pipe (|) separated values.

      An example of a record with pipe-separated values

    • When selecting fields to export, choose the appropriate comment Q-fields.
      Tip: If the Q-fields you select are not processed by Text Analytics, the export will not contain any data.

    • Optionally, to export only taggings from specific topic sets, select the tag pools associated with those topic sets in the MemberTagPools property.

    • By default, all active topics are included from exports. Optionally, to include inactive topics, enable Include inactive topics.

      Including inactive topics from exports

    • Choose an option for the Text Analytics Data to Export field.

  2. Download and open the spreadsheet. The following columns appear in the output:
    • Survey ID — ID assigned to each survey record. Comments with identical survey IDs are from the same survey record.
      Important: Beginning with the Winter 2020 release, the length of Survey IDs is increased to 64 bits (values can be greater than 2 billion). Make sure that your application can handle these values for Survey ID fields. Consider storing these values as text or as a big integer (signed 2's-compliment 64-bit integer).
    • Field — Name of the comment Q-field.
    • Comment — Survey comment.
    • Phrase — A sentence from the comment.
    • Topic, Theme, or Word — The topic, theme, or word assigned to the sentence in the Phrase column.
      Note: When a single sentence is tagged by multiple topics or themes, the system creates one row for each of them.
    • Sentiment — The sentiment assigned to the sentence in the Phrase column.

    Example output

    In example A, the phrase is not tagged by a rule-based topic. In example B, a single phrase is tagged by two separate topics.

    Example output