Before you can run an analysis you’ll need a Project up & running first. Checkout Creating a Project here if you aren’t too sure how to do that!
Once you have your Project successfully created, click the "New Analysis" button in the top right corner of the Analysis panel.
Step 1: Choosing the text fields you'd like to analyze
Choose the text fields that you wish to analyze in this analysis. We recommend you pick one text field per analysis. Interpreting data across multiple text fields which refer to different subjects may be difficult, if not outright inaccurate.
If your data set has structured data you can also add segment filters, which allow you to focus your analysis on a particular segmentation:
By default we’ll analyze all segments but you can choose to include or exclude specific segments (e.g. when you select segments to include, only the records that match those segments will be part of the analysis and vice versa).
To apply segment filters, choose the relevant options and then use the searchable drop downs to select one or select multiple segments across any number of fields:
Alternatively, you can add many segment filters at once using the 'Paste List' button.
This button will open a dialog that allows you to paste multiple segments separated by commas or new lines. This can be especially handy for pasting a column of values from a spreadsheet.
When you hit 'Next', all valid segment values will be used to populate selections for the associated field.
Tip: You can also use Custom Dashboards to created saved segmented views of your data that can be easily shared with specific users!
Step 2A: Choosing Date Ranges
If your Project data includes multiple date fields, you’ll be able to choose a default date field that we’ll use to set the initial field selected for numerous widgets throughout your Analysis and Dashboard screens.
Tip: We recommend choosing the date field that you're likely to use the most (but you can change this at any time after the analysis has been created!)
You also have the option to run an analysis on a specific date range (by default we’ll choose to analyze all-time data) by clicking into the Start Date and End Date fields:
Tip: You can reset to all data by clicking the “All time” toggle.
Step 2B: Advanced Settings
On this screen you can also modify the stopwords and advanced analysis settings.
The stopword lists added will default to the Project's selected languages by clicking on the ‘Show stopwords & advanced settings’ button (learn more about Stopwords & Other Settings here!).
Step 3: Naming & Running your Analysis
The last step of creating your analysis is the easiest!
Just give your analysis a name and hit Run Analysis. Your analysis should finish processing and be ready to launch within a few seconds.
Tip: We usually name our analyses based on the context of the text fields we're analyzing!
QUEUED: The analysis is awaiting processing.
ANALYZING: The analysis is being run on the data set.
UPDATING: The analysis is being updated with new data.
UPDATE: New Project data is available for the analysis. Note: Updating is optional, and will use all data available in the Project.
ERROR: The analysis failed to run. The specific error will appear under the analysis name.