Overview
When analyzing datasets, users often need to compare key segments such as demographics, time periods, or custom Boolean groups. Projects support this by allowing users to build up to 10 segments as rows, each with its own filters across one or more datasets. Users can view these segments simultaneously using consistent metrics, making comparisons clear, structured, and actionable.
Key Benefits:
Speeds up analysis by eliminating the need to toggle between filters
Improves clarity with structured, side-by-side comparisons
Reduces manual work by removing the need for spreadsheet exports
Supports flexible segmentation using question, wave/date, and Boolean filters
Enables in-platform analysis for faster insights
Create and Manage Projects
Open Project Manager
From the main dashboard, switch the toggle in the upper-left corner from Datasets to Projects.
In the Project Manager, users can view a list of existing Projects, including:
Number of datasets
Number of segments
Tags
Creation date
Users can also:
Filter or search Projects by dataset, creator, tags, or keywords
Pin important Projects for quick access
Delete Projects
Duplicate Projects
Create Projects
Creating a New Project
Click Create Project in the upper-right corner, then choose one of the following options:
Single-Dataset Project
Compare up to 10 segments within a single dataset
Multi-Dataset Project
Compare up to 10 segments across multiple datasets
** Note: Project type cannot be changed after creation.
Single-Dataset Project Workflow
Use a Single-Dataset Project when comparing segments within the same dataset. This is ideal for analyzing differences across demographics, time periods, or Boolean groups within a single source of data.
1. Select a Dataset
Only one dataset can be selected; all other datasets will be greyed out after selection
2. Build Segments
Each row represents a segment.
Apply filters:
Question picker
Wave/date range
Boolean search
Add additional segments using the Create Segment button
Duplicate segments via the three-dot menu on the right of each segment to reuse filters
Note: Up to 10 segments can be added per Project
3. Organize Segments
Drag and reorder rows
Rename segments by double-clicking the segment name
Pin important segments to the top via the three-dot menu
Remove segments via the three-dot menu
4. Adjust Metrics and Settings
Add or remove general metrics (up to two selections):
Total Volume
Emotional Reactions
Emotion Rate
Topical Verbatims
Coded Verbatims
Select which metrics to compare across segments (Emotions, Topics, Summary)
Select emotion framework (Canvs, Ekman, Plutchik)
Set Project visibility:
Private: Only visible to you (Default)
Organization: Visible to others in your organization
Show comparison averages
Toggle volume vs. %
Note: By default, Projects display Volume and top aggregate codes as the selected metrics.
5. Analyze Results
Compare segments in a shared table:
Rows = segments
Columns = metrics
Expand rows via View More in the three-dot menu to view Ranker and verbatims
Open full segments in a new tab with filters applied via the three-dot menu
6. Save Project
Click Save Project to save a new Project
Add name, description, and tags
Click Apply to save changes to an existing Project
Click Discard to revert changes
Multi-Dataset Project Workflow
Use a Multi-Dataset Project when comparing segments across different datasets. This is useful for benchmarking across studies or comparing results from multiple data sources.
1. Select Datasets
Up to 10 datasets can be selected; all other datasets will be greyed out after selection
2. Build Segments
Each row represents a segment tied to a selected dataset.
Apply filters:
Question picker
Wave/date range
Boolean search
Add additional datasets using the Add Datasets button
Duplicate segments via the three-dot menu on the right of each segment to reuse filters
Note: Up to 10 segments can be added per Project, regardless of the number of datasets included.
3. Organize Segments
Drag and reorder rows
Rename segments by double-clicking the segment name
Pin important segments to the top via the three-dot menu on the right of each segment
Remove segments via the three-dot menu on the right of each segment
4. Adjust Metrics and Settings
Add or remove general metrics (up to two selections):
Total Volume
Emotional Reactions
Emotion Rate
Topical Verbatims
Coded Verbatims
Select which metrics to compare across segments (Emotions, Topics, Summary)
Select emotion framework (Canvs, Ekman, Plutchik)
Set Project visibility:
Private: Only visible to you (Default)
Organization: Visible to others in your organization
Show comparison averages
Toggle volume vs. %
Note: By default, Projects display Volume and top aggregate codes as the selected metrics.
5. Analyze Results
Compare segments in a shared table:
Rows = segments
Columns = metrics
Expand rows via View More in the three-dot menu to view Ranker and verbatims
Open full segments in a new tab with filters applied via the three-dot menu
6. Save Project
Click Save Project to save a new Project
Add name, description, and tags
Click Apply to save changes to an existing Project
Click Discard to revert changes
Additional Actions and Behaviors
Projects can be created directly from a dataset’s Content Page via the three-dot menu
This creates a new single-dataset project only
Users cannot create multi-dataset Projects or add to existing Projects from this flow
Users can view which Projects a dataset belongs to from a dataset’s Content Page via the three-dot menu
This option is disabled if the dataset is not included in any Projects
If a dataset used in a Project is modified in a way that affects the data (e.g., deleting or renaming codes, adding new data), a notification banner will appear. Affected segments will also be highlighted to indicate that the underlying data has changed.