Data view

The data view brings together the charts, tables, and heatmaps that help you see the shape of your analysis at a glance. It is especially powerful when your project includes metadata fields (see adding metadata), because you can see how categories and insights split across metadata values.

The four tabs

The view is organised into four tabs, selectable from the pills at the top. Each tab keeps its own focus, and the heading and short description update as you switch between them:

• Overview — a quick glance at what stands out across the whole project.
• Categories — how your category tree behaves: which categories carry the most insights and how they relate.
• Metadata — how categories and insights split across each metadata field's values.
• Documents — a per-document breakdown of coverage and where insights appear.

Your current tab is remembered in the page address, so you can share or bookmark a link straight to the tab you want.

Overview

The Overview tab is a high-level summary you land on first — you explore your analysis here; you edit the category tree itself in the categories view.

It shows:

• At a glance — headline counts for insights, documents, categories, and metadata values, along with density figures such as insights per document.
• Insights by category — the largest categories shown as simple distribution bars.
• Document scatter — each document plotted by how much and how broadly it was coded, so outliers are easy to spot. Clicking a document seeds the comparison below.
• Metadata distribution — the composition of your sample for a metadata field you choose.
• Comparison — a live side-by-side (Group A vs Group B) preview seeded by the last document or metadata value you clicked.

Categories

The Categories tab focuses on the health of your codebook and how categories relate to one another.

It shows:

• All categories — a sortable table of every category with a bar for its size. Switch the granularity between roots, categories, and subcategories, and change how items are counted and sorted.
• Category distribution — a breakdown for the category selected in the list, including how it splits across metadata.
• Co-occurrence — a category-by-category heatmap showing which categories tend to appear together, with a selectable metric.

Metadata

The Metadata tab shows how your categories and insights are distributed across metadata fields.

It shows:

• All metadata — a list of your metadata fields with their values and how many distinct values each has. Clicking a value seeds the comparison below.
• Metadata distribution — a distribution chart for the field you select, with the ability to drill into categories.
• Categories by metadata — a full-width heatmap of metadata values against categories. Click any cell to open the insights behind it.
• Comparison — a side-by-side preview seeded by the field or value you selected.

Documents

The Documents tab gives you a per-document view of your analysis.

It shows:

• All documents — a sortable list of your documents, with the metadata of the selected document shown beneath. The top document is selected automatically when you open the tab.
• Category distribution — the categories covered by the selected document.
• Document portrait — where in the document's text each category and insight appears.
• Categories by documents — a corpus-wide heatmap of documents against categories.
• Comparison — a side-by-side preview seeded by the selected document.

Working across the view

A few features are shared across all four tabs:

• Comparison — the Overview, Metadata, and Documents tabs all feed a comparison that updates as you click documents or metadata values, so you can quickly contrast two subsets of your data.
• Enlarge — most cards can be opened full-screen using the enlarge control in their header, and some pairs of cards open together so you keep the master-and-detail context.
• Export — each chart can be copied as an image, downloaded as a PNG, or downloaded as CSV data from the card's menu, so you can drop figures straight into a report.
• Hand-off between tabs — clicking through from one tab (for example, opening a category or document) carries your selection into the destination tab so you keep your place.

For a quick reference of which dimensions each block can explore, see data view settings.