Overview
The Date Picker in Canvs AI enhances data exploration by allowing users to analyze trends over custom time periods instead of relying solely on pre-defined batches (waves). It also improves flexibility in data visualization and storytelling, enabling users to uncover insights that might have been hidden in rigid wave-based segmentation.
With this feature, users can now switch between waves and time-based filtering, depending on the type of dataset and the nature of the analysis they wish to conduct. This guide will walk you through the process of accessing, using, and maximizing the Date Picker functionality.
1. Navigating the Canvs AI Content Page with the Date Picker
Navigating Between Time and Wave Filtering Options
Selecting Date or Wave Filtering
To access the Date Picker, click on the Batch (Waves) selector.
If the dataset contains valid timestamp information, a new “Time” mode option appears.
If no valid timestamps exist in the dataset, the Time button is not displayed.
The Time button replaces the previous pencil button icon, providing a more intuitive selection experience.
Default Behavior
If valid timestamp information is detected, Time mode is enabled by default.
The "Select / Deselect All" button has been renamed to “Select All”, but the functionality remains unchanged.
Switching Between Modes
If a dataset contains multiple batches (waves) and valid timestamps, users can switch between Time mode and Batch (waves) mode effortlessly.
Batch (waves) mode
Black and white Icon
Time mode
Green Icon
The Date Picker follows the Canvs Design System Calendar component, ensuring a consistent user experience across all Canvs tools.
Understanding Data Range Information: How Available Data Shapes Your Filtering Choices
The first and last available timestamps of the dataset are displayed within the Data Range section.
This information reflects data availability based on selected questions or groups of questions, ensuring users understand their dataset’s timeframe.
Users can only select dates within the available data range, preventing selections that yield no results and improving efficiency in analysis.
Input Validations
If a user enters a date outside the available data range, the system will automatically adjust it to the nearest valid date, preventing errors and ensuring smooth workflow continuity.
Similar to the Batch Picker, no changes are applied unless the user clicks “Apply”, allowing for controlled adjustments before execution.
Limitations
If a dataset contains only one batch, the Time button is not displayed, as wave-based filtering remains the primary method.
If a dataset contains multiple batches but no valid timestamps, the Time button is not available in the Batch Picker, maintaining consistency in available filtering methods.
2. Impact of Time View on the Content Page
General Changes: How the Date Picker Affects Metrics, Filtering, and Data Visibility
The Canvs Smart Search dropdown only includes Codes, Topics, Emotions, and Filters found within the selected time range, ensuring relevant search results.
The Hero Metric Boxes update to display counts for Codes, Topics, Emotions, and Verbatims within the selected time range, giving users accurate, time-specific insights.
Charts & Data Panels: Adjusting Data Visualization Based on Time Selection
Treemap & Linear Chart: Display data only for the selected time range, ensuring focused analysis.
Rankers & Verbatim Panels: Show verbatims exclusively within the selected time range, improving result specificity.
Edit Codes, Topics & Emotions: Users can only edit verbatims that fall within the selected time range, maintaining data integrity.
3. AI Story Assist Behavior
AI Story Assist 2.0
Sessions initialized in Time mode only include analysis and verbatims within the selected time range, ensuring that AI-driven insights are contextually accurate.
If the user changes the time range or switches modes (Time → Batch or vice versa), the AI Story Assist 2.0 session is terminated, mirroring behavior when switching waves.
AI Story Assist 1.0
Since AI Story Assist 1.0 is wave-based, only cards from waves within the selected time range are displayed.
If at least one verbatim from a batch falls within the time range, the corresponding AI Story Assist 1.0 card is included, maintaining continuity in analysis.
When generating “Overview” or “User Question” cards, the system tags them with the batches encompassed by the selected time range, ensuring proper data segmentation.
4. Best Practices for Using the Date Picker
Understanding Your Dataset
Before switching between waves and time-based filtering, review your dataset to determine the best approach. Use waves for structured comparisons and time filtering for trend analysis.
Leveraging Time-Based Filtering for Trend Insights
If your dataset spans multiple months or years, use time-based filtering to identify seasonal trends, spikes in sentiment, or shifts in audience feedback over time.
Combining Filters for Granular Analysis
Use Smart Search parameters (Codes, Topics, Emotions, and Filters) in conjunction with Time Mode to pinpoint highly specific insights within a defined time range.
Ensuring Data Integrity
Since Time Mode modifies the dataset dynamically, always verify that the selected date range aligns with your analytical objectives before exporting or making edits.
Summary
The new Date Picker functionality allows for flexible filtering, enabling users to analyze data based on custom time periods rather than predefined waves. By integrating time-based filtering with Canvs AI’s robust analytics, users can uncover deeper insights, visualize changes over time, and improve their data storytelling capabilities.
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