The “Discover” page allows you to visually spot patterns and discover themes in your data. It provides you with statistics about your tags through various visualizations. It thereby works on all data within one particular project.
We talked about tagging observations and user quotes before. By tagging, you categorize parts of your qualitative data with the different dimensions you’d like to analyze.
For example, you might tag the sentiment of a sentence with “positive” and “negative” to analyze the overall opinion towards a certain topic. At the same time, you tag parts of your data with exactly the topic a user is talking about, like “sign-up page” or “navigation”. This approach allows you to analyze your initially unstructured data in a structured way by focusing on certain tags or overlaps of tags at a time (like asking “What was considered negative about our sign-up?”).
With a rich body of tagged observations, you are able to explore your data in new ways. You might discover patterns that have been hidden before. Proper visualizations can help you tremendously with comprehending your research data and communicating your research findings. That’s what the “Discover” page is for.
The “Discover” page consists of
- a filter for tags and notes that lets you select an appropriate subset of your data,
- a bar chart to show you the overall usage of tags across your project and notes,
- a chord diagram to gain insights about the interrelation of tags,
- a table to give you an overview of tag usage in notes.
These elements will be described in the following.
Filtering tags and notes
In the right sidebar, you find a configurable filter for tags and notes. All charts and diagrams on the “Discover” page will only show data from the selected tags and notes in this filter. This way, you can easily focus on a subset of data that is appropriate for your research question at hand.
The filter has two tabs: One for filtering tags (“Tags”) and one for filtering notes (“Notes”). The number shown in the tab indicates the number of selected tags and notes.
Both tags and notes are shown in their respective groups. You can easily select/unselect whole groups or a separate tag or note.
If your team uses global tags, these tags will be shown on the Tags tab as well (below the project-specific tags).
Your selection will be saved for each project. This means you can always come back and continue where you left off with your analysis. More specifically, the selection will be saved on your computer. So another team member (or you on another machine) will not see your previous selection.
Tag occurrences in notes (bar chart)
This chart shows how often each tag was used in your project.
By default, the tags are sorted in descending order. The sizes of the bars allow you to get a visual overview of the relation of usage between tags. For example, you can directly spot the relation between positive and negative observations (and thereby the overall sentiment) when you’ve applied sentiment tags (“positive” and “negative”) across your notes.
You can configure the chart by clicking on its menu in the right upper corner:
- Sort by total occurrences: Activate this to sort the tags by the number of how often they were used. Deactivate to sort the tags just as on your tag board (ordered by group from left to right and from top to bottom within the group).
- Show number of notes: Activate to show the number of notes a tag appears in. This can be a piece of valuable information in your analysis to see whether a tag has been used consistently across notes or it rather concentrates on a few notes.
Unused tags are not shown in this chart.
How this chart might help you:
- Get a visual overview of how often each tag was used.
- Compare the usage of associated tags (like “positive” and “negative”) as evidence of general trends in your data.
- Spot common tags that have been used across all notes.
- Spot tags that are prevalent only in a small number of notes.
Overlaps of tags (chord diagram)
This “chord diagram” shows the relationships between tags.
Tags are arranged as “arcs” forming a circle. “Chords” connect them. A chord that connects two tags represents observations that contain both tags. Thicker chords thereby represent more observations.
You can hover a tag arc to visually emphasize the tag’s overlaps with other tags. The tooltip will tell you the total number of overlaps between this tag and other tags. You might click on a tag arc to show the respective highlights on the “Highlights” page (with the currently selected notes from the filter). Hold the CTRL/CMD key to open the highlights in a new window.
Analogously, you can hover a chord to visually emphasize the connection between two tags. The tooltip will tell you the number of overlaps between these two tags. As with tags, you can click on the chord to open the respective highlights. The shown highlights will consist of observations from where these two tags overlap (within the currently selected notes from the filter).
How this diagram might help you:
- Get a visual overview of the relations between tags.
- Directly spot a relation between two tags, that has not been observed before.
- Find tags that are candidates for merging, when they appear to have similar relations to other tags.
Usage of tags in notes (table)
This table gives you a broad overview of which tag was used how often in which note.
The background color of each cell indicates the usage in comparison to other tags and notes. The background color ranges from white, over a light blue, to a deep purple. When a tag is rarely used (in relation to other tags), it will have a lighter background color. When a tag is used more frequently it will have a darker background color.
The table will only show the selected tags and notes from the filter in the right sidebar. You might also click on a tag or note in the table and select “Hide” to hide it from there.
Furthermore, you might click on any tag, note, or table cell to show the respective highlights:
- If you click on a tag and select “Show highlights”, all highlights of this tag within the selected notes from the filter will be shown.
- If you click on a note and select “Show highlights”, all highlights within this note will be shown.
- If you click on a table cell and select “Show highlights”, all highlights of the respective tag within the respective note will be shown.
The last two rows of the table show the number of notes a tag appears in (“#Notes”) and the total number of occurrences (“Total”). These are the same numbers as shown in the bar chart. Both rows “#Notes” and “Total” are color-coded independently from the rest of the table.
How this table might help you:
- Get a visual overview of your currently selected tags and notes.
- Spot irrelevant tags and hide them for further analysis.
- Focus on two or more associated tags (like “positive” and “negative”) to compare and relate their usage across the project or separate notes.
- Quality assurance that you’ve used a tag consistently across your notes.