Sometimes all of your data will be in one file and will need to be split out in order to build comparisons. Once you've uploaded your master data file into the platform, you can create segments of your data via the Dashboard or Explore.
While the text component of a data set will always be the central object of the analysis, associated metadata points (e.g. demographic details of survey respondents) can be used to split out a master data file.
In this article:
Creating Instant Splits from Data Discovery
The fastest way to create segments is by using the Instant Splits feature. Using metadata charts in Data Discovery, you can create your target audience by selecting multiple characteristics.
Head to the Data Discovery and select the Interactive Metadata tab.
Click on the part of the chart representing the characteristic you want to analyze (e.g. age range). The selection will appear in the Segment sidebar.
On a different chart, select the second characteristic that corresponds to your target audience (e.g. country). Depending on the size of your data, you may want to choose additional metadata points to narrow down your audience.
Once you are happy with your selection, in the Segment sidebar, name your split and click ‘Create & apply’.
Creating Segments in Explore
E.g. creating a subset of your data only including survey responses from respondents, who are PAYG promoters.
The quickest way to create new data sets in Explore is by using the Segmentation feature. You can select the desired metadata points in the side panel to create a new data set.
In the Explore tab of the analysis, go to the Segment sidebar.
Click on the metadata point you want to include in the new segment, e.g. NPS score and contract type. You can choose multiple conditions, such as location or gender.
Once you are happy with your selection, name your data set and click ‘Create & apply’. You will then be taken to the new data set to continue your analysis.
Creating splits in bulk
E.g. creating a unique data set for each region from which you've received survey responses.
Bulk splitting can be used to create a maximum of 20 data sets at once. |
In the Customer Dashboard, within the relevant project folder, select the tick box next to the dataset you want to split.
Select the advanced split icon from the bulk action menu at the top of your data list.
On the next screen, select which pieces of metadata you want to use as the basis for creating your splits. For each metadata point selected, a unique data subset will be created that only includes text associated with that attribute.
Ensure the setting at the top of the right-hand pane is set to 'Split all results' and if desired, rename the new data sets before clicking 'Split' to finish.
Tip: To keep your data organized, you can keep the splits in relevant folders. To do that, click 'Create new folder' then give it a name and click 'Create.' You can then use the checkboxes to select your data, click the three dots icon, select Move and choose the correct folder.
Combining metadata points into a single segment
E.g. group together survey responses to create wider segments, such as "5 years or less"
In some situations, you might want to group together several metadata points and their associated text.
Follow the above approach but select only the metadata points you want to group together.
Once you've done this, change the setting at the top of the right-hand panel to 'Combine all' before clicking 'Split' to complete the action.
To rename, simply click the three dots icon, select Edit, give it a new name and click 'Save.'
