Stat-Xplore : Save and Reload Groups

You can save any private custom groups you have created to a file, and reload groups from a file. You can use this feature to share your custom group definitions with other Stat-Xplore users, as an alternative to using the shared folders feature. Other users will only be able to upload your saved custom group file if they have access to the same dataset as the one you used to create the custom group.

Users who log in as guests do not have access to the Custom Data tab and therefore will not be able to use custom groups or load a saved custom group from a file.

Save/Download a Custom Group

To save a custom group:

  1. Click the Custom Data button at the bottom of the field list.

  2. In the My Custom Data section, select the check box next to the group you want to save (you can only save one group at a time).

  3. Click Download.

    Depending on your browser, the file will either be saved to your default downloads folder, or you may be prompted to choose whether you want to Save or Open the file. For example:

Edit a Saved Custom Group

When you save a custom group, Stat-Xplore downloads a file in Comma Separated Values (CSV) format. You can open this file in a text editor or application such as Excel, and make changes if necessary.

The file format is similar to the following:

FactTableCode,FactTableName,FieldCode,FieldName,ValueSetCode,ValueSetName,ValueCode,ValueName,GroupName
V_F_UC_CASELOAD_FULL,People on Universal Credit,AGE_CODE,Age (bands and single year),C_UC_AGE_BAND,Age Band,1,16-19,16-24
V_F_UC_CASELOAD_FULL,People on Universal Credit,AGE_CODE,Age (bands and single year),C_UC_AGE_BAND,Age Band,2,20-24,16-24

The first row contains the headings; each subsequent row represents a single item in the custom group.

You can add and remove rows (except the header row) to change the composition of the group, but you must not add or remove columns.

Stat-Xplore will display an error message when you try to reload the saved file if your modified custom group is not valid.

Be careful when editing a saved custom groups file in Excel, as it may make changes to the data that will prevent you from opening the file in Stat-Xplore again. For example, if you have codes with leading zeros, Excel may strip these from the file, which will prevent you from loading it back into Stat-Xplore. Use a text editor instead.

Load/Upload a Custom Group

If you have a saved custom group file, then you can load this into Stat-Xplore.

To Load a Saved Custom Group from a File:

  • You must have access to the same dataset that was used to create the group defined in the file.
  • The name of the group in the saved file must not be the same as one of your existing custom groups. If you attempt to load a custom group with the same name as an existing group, then Stat-Xplore displays an error. You will either need to delete the existing custom group, rename it, or rename the group saved in the file (by changing the value of the GroupName in the final column).
  • You can only load one saved group at a time.

To load a custom group from a file:

  1. Click the Custom Data button at the bottom of the field list.

  2. Click Upload.

  3. Browse to the location where you saved the file on your computer and select the file.

If the upload is successful, Stat-Xplore displays a message indicating that the custom group has been successfully processed, and adds the new group to the list:

If there is a problem with the upload, Stat-Xplore displays an error message: