Advanced Modelling Page
Most of your modelling will be done in the Advanced Modelling section. This is also the page you will see when choosing a project from your list of projects. If you are in any of the other sections, you can go back to this page by clicking on "Advanced Modelling" in the Secondary Menu.
The Top Section
In the top section, to the right of the Secondary Menu, you will see a 'Reports' and a 'Models' tab. We will visit these tabs in the Export Results and Models section of the documentation, respectively.
Whenever you make changes in the working panel they will not be applied until you press the 'Explore' button. For ease of access, the 'Explore' button has been placed to the right of the Secondary Menu, which is always visible while inside a Project.
The first entry in the left panel is the 'Project Summary'. Click this to see an overview of your project-wide sentiment, as well as the topic occurrence, which shows the current topics in your data and the distribution of their sizes. You can easily see, for example, if you have many similarly sized topics, if you have just a few large topics and many very small topics, or other shapes of distribution.
In this part of the Advanced Modelling page, you will see a list of topics that Explorer has identified and that you now can modify by modelling. The amount of topics returned can be modified on the Project Settings page.
Click on the 'Filters' toggle to show or hide the different view filters. Here you will find important buttons that you need to use continually when analyzing data with the Explorer. If you know how to use these buttons correctly, it will help you to analyze your data with Explorer more easily.
The default behaviour of the Graphical User Interface is to sort topics by descending prevalence (i.e. the number of texts in which they feature). In the 'Sort by' dropdown menu you can change this behaviour to 'Alphabetically' which sorts your topics in alphabetical order by their labels, or to 'Pinned' which primarily sorts them by their pinned status and then by occurrence (For more information on pinning and unpinning, see the section below on topic level buttons). Topics inside a group will also be sorted within that group.
Filter by: Only pinned
Checking this box will display only the pinned topics in your project. Unpinned topics will be hidden.
Term Suggestions: Only new suggestions
For every topic in your project, the Explorer suggests additional terms from your data which could also be relevant to your topic. As you progress with your exploring, it is likely you will add extra terms to your topics as you see fit. As the suggestions for a topic are based on the terms it already contains, new suggestions will occur each time you save and update your project (assuming new items have been added). Checking 'only new suggestions' will make the interface display only the suggestions that are based on the most recently added terms, hiding those that have already been seen.
Term Suggestions: Coherence for suggestions
As previously mentioned, the suggestions for any particular topic are based on words that are semantically similar to the existing topic terms. As a result, as the number of terms in your topic gets larger, the number of suggestions increases. For larger topics, the list of suggestions can become very long. To make such a list easier to read, you can check the "coherence for suggestions" box. This means that the system will only display words that are semantically similar to a significant number of the existing topic terms, providing a more coherent list. Otherwise, the default setting shows words that are semantically similar to any single term in the topic.
Use the 'Seach for a topic' bar to filter your topics by entering (parts of) their label.
Below the search bar you can find the list of current topics. Each topic has its own small panel with buttons related specifically to that topic.
Each topic has its own pin button. When you pin a topic by pressing this button, it tells the Explorer that you want to always keep track of this topic in your list, regardless of its frequency. The Explorer usually displays the N most frequent topics, where N is customizable by the user (Project Settings - Modelling). The pinning functionality is particularly relevant when you filter texts, remove terms or add data. It can also be useful to keep track of a topic which is very small but very important. Other significant applications of pinning are when you create models from your existing projects (see chapter 8) or when you export the result of your analysis in a full MS Excel format (Save as Excel and Full CSV).
Next to the pin button you can find the ignore button. Clicking on this button removes all terms in a topic from the analysis, so they cannot form new topics.
In this part of the Advanced Modelling page, you have a list of your drivers. When you create a driver by linking two related topics, it will show up here.
Once you have explored your project for the first time through the project creation flow, you can also (optionally) set up filtering conditions and remove terms from your analysis, etc.
Filter Conditions by Metadata
You may optionally set up some filtering conditions on values from other columns than your main text column. In the drop-down menu you will find those columns that are candidates for filtering - this means those columns that have a few different values repeated over and over, like ratings, or gender. Then you can choose what values are accepted for that column. After choosing the accepted values, save your settings by clicking on the ‘Add filter’ button.
You might apply filtering conditions to divide your data into smaller groups and analyze each group in Explorer independently; e.g. for employee’ reviews of a large company you might divide your data to company’s departments, or you might divide it into two groups of males and females. You might also filter texts based on the level of respondents’ satisfaction by selecting specific values of ranks or ratings.
Another application of filtering columns is where you have very large amount of data which cannot be analyzed by Explorer at once. In this case, you may, for instance, filter data based on time periods (e.g. monthly basis).
Filter Conditions by Date Range
It’s also possible to filter by date In the Date range filter drop-down menu choose the column that contains dates and select a starting date, ending date or both if you want to filter by a range.
You can filter the contents of the project based on concepts that you have in your account. For more information about creating and using concepts see The concept modeller. Concepts can be used to qualify the texts that are part of your current analysis - texts will be included in the analysis if they match the configuration of the concept filter. This can be done when producing a report (as described in the target concept), and it can be done when exploring a project interactively.
A concept filter works by looking for its terms in the texts of the project, and depending on the settings described below, matching texts will be included or excluded in the analysis. Texts are matched on any terms in the concept and for a match to be valid it must be exact.
The concept filter configuration can be done at any time while working with a project and you can find the control for the configuration in the main configuration screen for the project.
You may optionally set up a filtering condition on your project texts. Tick the checkbox and the analysis will only include the questions identified in the texts.
You may optionally set up a filtering condition on a language available in this project. Select a language in the drop-down menu containing all the identified languages and explore the project again. Only the texts in the selected language will be analysed. When you switch languages, the project's current model will be cleared but we will present the option to save the project's pinned groups and ignored terms as a template model. You can choose to continue without saving the model if you prefer.
Here you can see all terms that are excluded from your analysis (read more about ignoring terms here). Ignored terms are not used to form topics. You can return them back to your analysis at any point by clicking on the x icon next to their label.