Discovering statistics and correlations

This article will teach you about the “Discover” page, where you can explore statistics for your data and correlations between tags.

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

Accessing a project’s Discover page

  1. Go to the project in which you want to discover statistics and correlations.
  2. On the left side, where you can choose from the dashboards, click on “Discover”.

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.

Discover page with highlighted filter for tags and notes

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. If your team uses global tags, these tags will be shown on the “Tags” tab as well (below the project-specific tags). They are recognizable by the globe symbol.

Using the filtering functionality

For filtering, you can select and deselect the groups, tags, or notes. Therefore, just click on the respective checkbox of the note, tag, or group.

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.

Viewing tag occurrences in notes (bar chart)

The bar chart shows how often you used each tag 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.

Configuring the tag occurrences chart

  1. Click on the three-dot menu ••• in the right upper corner of the diagram.
  2. Choose your desired settings:
    • 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 dashboard (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. This chart does not show unused tags.

How this chart might help you:

  • Get a visual overview of how often you used each tag
  • Compare the usage of associated tags (like “positive” and “negative”) as evidence of general trends in your data.
  • Spot common tags that you’ve used across all notes.
  • Spot tags that are prevalent only in a small number of notes.

Viewing overlapping tags (chord diagram)

The 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.

Viewing overlapping tags in general

  1. Hover over a tag arc to visually emphasize the tag’s overlaps with other tags. The tooltip tells you the total number of overlaps between this tag and other tags.
  2. Click on a tag arc to show the respective highlights on the “Highlights” page (with the currently selected notes from the filter).
    💡 Hold CTRL to open the highlights in a new window.

Viewing overlaps between two certain tags

  1. Analogously, you can hover a chord to visually emphasize the connection between two tags. The tooltip tells you the number of overlaps between these two tags.
  2. 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).
    💡 Hold CTRL to open the highlights in a new window.

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.

Viewing tag usage in notes (table)

The table on the bottom gives you a broad overview of  how often you’ve used which tag in which note.

Color-coded frequency of tag usage

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.

Selecting tags and notes you want to view

The table will only show the selected tags and notes from the filter in the right sidebar.

An alternative way of deselecting tags or notes works directly via the table:

  1. Click on the name of a tag or note in the table.
  2. Select “Hide” from the dropdown menu to unselect this particular tag/note in the filter.

Viewing highlights

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 on a new page.
  • 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.