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Project Toolbox Page

Once you have explored you project for the first time you through the project creation flow, you can also (optionally) apply the following optional configurations to your project in the "Toolbox" page of the project, where you can set up filtering conditions and remove terms from your analysis, etc. Once you have applied your filters and customizations, click the 'Update and Save' button for these customizations to take effect.

Config wrapup: filters and customizations

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.

Meta data filtering

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 specify the date format and select a particular date range for filtering. In the Date range filter drop-down menu choose the column that contains dates and you will see samples, it should help you choose the right column. You can also change the date format in the field below and test it - the dates should match the samples.

Then you can choose the date range of the texts you would like to filter out. Just set from/to dates and click on Add filter.

Date-range filter

When the filters are applied, Explorer button will show that you are working with the filtered results. To go back to the complete dataset, you need to remove the filters and click on Update and Save again.

Filtered data indicator

When you are done configuring your project, you can click on Update and Save to analyze your project.

Concept Filtering

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.

Concept filter

In the drop-down menu you will find all concepts available in your account. If you select a concept from the menu a filter entry will appear below the menu:

Active concept filter

The concept name is followed by its ID and two options: - inclusive. If you select 'inclusive' any texts that match the filter will be included in the analysis and any others will be excluded. - only sentences. This setting modifies which parts of a matching text that becomes available for analysis. If it is checked only those sentences that match the concept in the text will be included (or excluded depending on the 'inclusive' setting) and if it is left unchecked the full contents of a matching text will be included (or excluded).

To apply the concept filter you need to update and save the project by clicking the 'Update and save' button. If you remove the concept filter by clicking the small x at the right all texts will be included as usual in the next update of the project.

When the concept filters are applied, Explorer button will show that you are working with the filtered results. To go back to the complete dataset, you need to remove the concept filters and click on Update and Save again.

Include MetaData (Optional)

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.

Include metadata columns Metadata examples

Generate Stories (Optional)

Stories give you another way to look at your analyzed data and let you organize your data independently of the exploration results. It shows the main topics using the clustering algorithm which has been optimized for analyzing editorial and media content like newspaper articles. It will find the common events and topics across all texts and also present the stories graphically in an easy-to-understand manner. Please note if you want to generate a report (such as the Excel report) there is a maximum of 2000 reviews for your project. To turn on Stories your project must contain two meta-data columns: - a title column, which contains some kind of representative title for each text - and a URL column with the URLs to the sources of the content.

Generate stories

You also need to pick a topic for which to create the stories. Choose the columns from the drop down menu, click Generate stories button and your stories will be generated on-the-fly.


Questions Filtering (Optional)

You may optionally set up a filtering condition on your project texts. To do so, select “Only questions” and explore the project again. 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.