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Defining themes to track using Heartbeat
Defining themes to track using Heartbeat
Learn how to create custom themes to use in Heartbeat charts
Trish Pencarska avatar
Written by Trish Pencarska
Updated over a week ago

In this article:

Using Heartbeat involves first defining the themes that you would like to track. Themes are then applied to time-series text data to create a Heartbeat chart that visualizes how those discussions are changing over time.

The best approach to creating themes will depend on whether you already know what you want to track.

What are themes?

Themes are collections of topics, words, phrases and grammar elements that you want to track on an ongoing basis. Within a theme, you can track either individual linguistic features or group related terms together into sub-themes.

Themes are applied to time-stamped data to create Heartbeat charts that visualize how the proportion of conversation dedicated to your themes is changing over time.

Example:

You define a theme group titled 'Electric vehicles.' Within this theme group, there may be several themes relating to different elements of the conversation. For example:

  • Appearance - attractive, beautiful, sporty, fancy, cool

  • Affordability - cheap, affordable, expensive, cost

  • Supply chain - lithium, mining

Each of these themes would display as its own line on a Heartbeat chart.

When you need to identify what to track

For the most effective results and robust insights, we recommend creating a comparison in Explore to identify the key features of your data set to track on an ongoing basis.

  1. When you find something interesting in the results of your comparison, launch the theme builder side panel to create a new theme group or add to an existing one

  2. Create and name a new theme group or select the flag icon to add to an existing theme group

  3. Drag and drop the features you want to include as part of the theme into the side panel

  4. Click 'Create Heartbeat chart.'

When you already know what you want to track

  1. Select Library from the platform menu then click on the Themes tab

  2. Click the blue plus button in the top right and name your theme

  3. Hover over the theme and select 'Add item', then use the drop-down to select the attribute type you want to add and type in the words and phrases or select the topics or grammar elements that you want to monitor

  4. Drag and drop to group related linguistic features into sub-themes if desired

  5. Now you're ready to apply your themes to your data to create a Heartbeat chart

  6. From here, you can also edit any of your previously created themes.

Creating Heartbeat charts

Heartbeat charts can be created directly from the Heartbeat menu, or when navigating the results of an Explore comparison.

Directly from the Heartbeat menu

  1. Select 'Heartbeat' from the platform menu then click on the 'Charts' tab

  2. Click the blue plus button in the top right and complete the required fields, then click 'Create Heartbeat chart.'

From Explore

Themes can also be defined and Heartbeat charts created when navigating the results of a comparison in Explore.

  1. Drag and drop the things you want to track into the theme builder side panel

  2. Click 'Create Heartbeat chart' to apply those themes to the data associated with your current comparison.

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