Project Settings and Reports Page
You can view and configure settings for your project in the "Settings and Reports" tab of the project. Projects will automatically re-explored with the updated settings, once the settings have been changed.
If you would like to configure the Default Project Settings for your account, so that all new projects that you create receive custom values for the settings, please refer to the Default Project Settings section.
The overview sub-section provides an overview of your project and allows you to edit certain information about your project. You will find information about the project's name, columns, size and language.
Edit project name
You can edit your project's name by clicking the pencil icon next to the current project title. The title is saved once you click away from the text box or press the Enter key.
Edit project columns
The project's column headers are listed in a table, you can edit each of them by clicking the pencil icon on the same line. The column of your dataset that has been explored is highlighted by a blue pill.
These are the general settings pertaining to the advanced modelling section of your project.
Here you can configure your analysis by specifying :
- If you want to include Empty Texts You may choose to include cells with empty texts in your analysis for statistical purposes. Empty texts are included by default.
- The number of topics to return Topics are included in your analysis based on frequency. All pinned topics will be included in the analysis by default. The default number of included topics is 30.
- The number of related topics generated per topic Related topics are terms which often occur with a particular topic. The related topics are not necessarily in the list of topics in your analysis.
- The maximum number of unique values for a column to be a filter You can filter your dataset based on the values of one or more columns in the Filter Data section. For a column to be eligible as a filter, it needs to have fewer unique values than the threshold specified.
- If you want to include Theme Wheel for pinned topics Theme wheels visualize the frequency of topics and their most frequent related topics.
- If you want to include metadata in your texts: If metadata exists in a given project, you can choose to add up to 3 metadata columns from a drop down menu. The information from the columns you specify will be added to the text examples of the topics - for better understanding and analysis. You can change the columns and see the result directly - no re-exploration is needed.
Coverage allows you to get statistics for the texts that did not belong to any of the topics in the analysis. You will be able to see the percentage, sentiment and examples of the texts which do not match any of the topics as a separate 'Unclassified' topic in the Advanced Modelling page.
The default is to group texts not matching any of the topics of the project into the 'Unclassified' Coverage topic. When enabled, you can specify how the coverage analysis should be performed. The default setting is "All" which means that coverage is calculated for those texts that do not match any topic in the project. You can also select "Only pinned" which will cause coverage to be calculated only for those texts that do not match any of the pinned topics. If you do not want to analyse coverage, you can disable it.
The Sentiments settings can be used to fine tune the sentiment analysis for your project.
You can configure the following settings in the Sentiment sub-section:
- Enable the new sentiment algorithm The new algorithm provides more accurate, topic specific sentiments and is now the default unless you change the setting here. The classic algorithm will soon be decommissioned. You can read more about each of these algorithms in the section Sentiment Analysis In Explorer.
- Configure the on-demand sentiments and suggestions Calculating sentiments and suggestions for all topics at once takes time. If you want your explorations to be faster, you can configure the sentiment and suggestion calculation to be 'on-demand' by indicating the size of the dataset (in MB), above which we should switch to on-demand calculation. Maximum value is 10 MB.
- Select Active Sentiments. Which sentiments should be calculated and shown in the sentiment bar for every topic? You can choose maximum 3 out of 8.
- Show neutral sentiment. Show the neutral value of each topic alongside of the actual sentiment values. The value corresponds to the number of texts that were not covered by any of the selected sentiments. For each text, neutral is calculated by giving it the value 1 if none of the currently selected sentiments have any value. This calculation is the same regardless of which sentiment calculation method you use (see below).
- Select the Sentiment calculation method. There are 3 ways to calculate sentiments for topics and texts. The sentiment, in each case, is calculated for each text and then aggregated to get the sentiment results on the topic, group or project level. The sentiment calculation method allows you to decide how they are calculated for each text.
- "Aggregated Sum": Each sentiment gets a score which corresponds to how often that sentiment occurs in the text.
- "Binary Distributed": Each sentiment present in the text is given a score of one, regardless of how many times it occurs.
- "Binary": A score of one is given to the highest scoring sentiment in a text and none to the others.
- Applying a Sentiment Customization to a project. Using a Customization when exploring the project will cause all related Sentiment Analysis to utilize this Customization. This includes Project & Topic Level Sentiments, sentiments in Excel and CSV reports, sentiments in Examples, and in the Gavagai Analysis Dashboards.
This section allows you to configure some global settings for the dashboard. Please note, changing one of these settings will cause the existing dashboard graphs to be re-generated based on the updated settings. Display settings for the individual graphs can be changed by clicking the 'Configure' icon on the graphs in the dashboard.
- Include only pinned topics in the graphs The default is to include all the topics from your project in the dashboard. Enable this setting if you want to include only the pinned topics.
- Metric used in the dashboard We try to identify columns which could be grades or ratings in your dataset and if we do find any such columns, we generate the dashboard using one of these columns as the metric. This setting allows you to change the column selected as the metric or use the calculated sentiments for the texts as the metric.
- Date column to use in timeseries graphs All the timeseries graphs in the dashboards need a date column from your dataset to use for the time axis. We try to identify potential date columns in your dataset, and select one of them to use for the timeseries graphs. If you would like to change the date column used in the timeseries graphs, you can do so here. Please note that this setting is only visible if we have detected more than one date column in your dataset.
Adding Data to your Project
It is possible to add several files to an existing project by uploading another CSV (.csv) or Excel file (.xlsx, .xls). The file needs to have the same columns as the one you initially uploaded and should NOT contain a header Row (that first row which names the column). Drag and drop the new file or choose one from your computer to have them added to the project.
The project's status will change to "Appending" and the project will be re-explored. When it switches back to "Ready" you can continue the analysis of your project. The amount of rows in the project will change according to the appended files, but if there are pinned topics and/or groups in the project - they all remain in place. See section Pin Button In the section below, you can see the history of file uploads. Each row mentions the file name and format, its date of addition and the amount of rows.
Deleting data from a project
You can also delete a file that was previously added to your project. In the table listing the files that were added to the project, identify the file that you would like to delete and click the cross icon at the end of the line. A popup appear asking you to confirm the deletion.
When being deleted, the project status will change to "Deleting". It is not possible to make any more changes until the deletion is complete. It can take some time depending on the file size.
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 (Optional)
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 which 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 group 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 (Optional)
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.
Questions Filtering (Optional)
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.
Languages Filtering (Optional)
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.
You can export a report by navigating to the Advanced Modelling tab and clicking the 'Export Results As ..' dropdown.
In the Reports Sub-section you will see entries for all reports created in the project. Once a report has been successfully generated, you can download it by clicking the "download" icon on the same line. In case something wrong happens during the export, you'll be notified by an "Error" icon. You can also delete a report by clicking the cross icon at the end of the same line. You will be presented with a confirmation pop-up to ensure you don't delete a report accidentally.
In the Share Project section of the Settings page, you can see a list of users that have access to the project and their different type of access. There are 2 types of access right now: Owner and Viewer. Owners have complete access to a project while viewers can see all details of the project's topic structure, analysis and model, but not edit them.
You can also share the project by clicking on the Share Project button. The Share popup will appear. In this popup you can add users by inputting their email in the text input in the top part of the popup. On the bottom part, you'll find the same list of users and their types of access.
Transfer a project
In the Transfer Project section of the Settings page, you can transfer ownership of the Project from your account to any other account of your choosing. When you transfer a project, it and all its related data will no longer be accessible to you.
If a Model has been created from the project, the Model will be transferred to the new owner of the Project as well, so that the Project can continue to update the Model without them being unnecessarily disconnected or detached. However, the transferred Model will automatically be shared with you, so that any other Projects that you own, which may be receiving updates from the Model, will continue to do so.
If the Project being transferred is receiving updates from a Model, the Project will continue to receive updates if the Model is accessible to the new owner; If the model is not accessible to the new owner, the Project will no longer receive updates.
Additionally, if the Project has used a Concept filter or a Sentiment Customization in its analysis, the project will be re-analysed without the Concept filter and/or Sentiment Customization, since they will not be accessible to the new owner of the Project.
Delete a project
You can remove a project from this section. You will be presented with a confirmation pop-up to ensure you don't delete a project accidentally. Please note that deleted projects cannot be restored and all data related to the project, including the dashboard and reports will be deleted.