Welcome to Canvs MRX! So, you've uploaded your Dataset – now what?

To see all of your Dataset uploads, click on the MRX menu option. Note: MRX-Only users will not have to complete this step; the homepage will default to your MRX Manager.

If you've uploaded multiple datasets, you can use the Dataset Search option on the left side of the page to locate the Dataset by the Title it has been assigned.  

To learn more about the MRX Manager page, click here

Clicking on the title of the Dataset takes you to an in-depth analysis of your respondents – we call this the Content Page.

Canvs MRX Tool Bar

You'll see the Canvs MRX tool bar at the top of your screen. 

  1. Dataset Title, Tags, Description, Upload information: Hover above the tool tip to see who uploaded the Dataset as well as the date it was uploaded. You will also see the Tags and Description you included for the dataset.

  2. Question: You'll see any available Question(s) that you indicated had Open Ended Responses while uploading the file. If there is more than one Question, you will see a drop-down option.

  3. Waves: You'll see any available Waves(s) that you uploaded. If there is more than one Wave, you will see a drop-down option. Learn more about Waves and Tracker datasets here.

  4. Canvs Smart Search: Create your own queries to filter your results. As you type into the field, a list will update based on a match of criteria. You can search (Summary) Codes, Topics, Emotions, Cross Tabs (Filters) or All parameters. Learn more about Canvs Smart Search here.

  5. Smart Search Help: Click the Help icon to watch a video on how to use Canvs Smart Search to locate Open Ends.

  6. Emotions: Toggle between Canvs, Ekman or Plutchik Emotional Frameworks.

  7. Quick Compare: Toggle between different Compare options.

  8. Share Page: Click here to Share your MRX View or to Update/Deactivate your Sharing options. Learn more about the Sharing feature here.

  9. Export: The drop-down will provide you with various Export options for offline use. Click here to learn more about our MRX Exports.

  10. (...): Click the ellipses to access the following options: Edit Details, Archive, Viewing Preferences, Reprocess Data, Add Data, See Applied Rules, Restore Open Ends.

Tracker Datasets and Waves

If you have Waves added to your Tracker dataset, the Content Page will look slightly different than a traditional dataset.

If you are viewing a Tracker dataset, the Content Page Tool Bar will include a special section to filter by specific Waves. Choose from filtering on All Waves to view all the combined data, or select a specific Wave to only see data pertaining to that Wave.

Similar to the Questions dropdown, all of your edits will take into account the wave you are filtered on.

To learn more about Tracker Datasets and Waves, read here.

Additionally, the Treemap will no longer be the default chart you see on the page. Instead, all Tracker datasets are now greeted by default, with our brand-new Linear View chart. This is helpful to analyze change over time. To learn more about how to use the Linear View Graph, click here.

Please note, that you will still have the option to toggle between the Treemap you are used to seeing and the new Linear View chart.

Exploring Emotional and Topical Drivers In-Detail

You can use the Content Page to automatically analyze your dataset's open ended responses. You can understand the topical themes from the questions asked, as well as the emotional responses to those themes.

To start, click on the Questions button on the left of the Content Page. Select the question you want to analyze from the drop down list - these will be the labels on the tabs or columns of the document you uploaded. 

Additional Options

1. Edit: Click on the Edit icon to modify your Question labels or Dataset details.

2. Switch to Multiselect: Click on this option to select more than one question at a time.

Choosing "How do you feel about Geico" from the All Questions option will display emotional and non-emotional responses to this specific open-ended question. 

1. Edit options: Rename and Edit Questions and Waves in your Dataset and Dataset details.

If you switch to the Questions tab, you will be allowed to rename the questions that are in your dataset.

If you switch to the Waves tab, you will be allowed to rename your Waves, delete them, and add more Waves to your dataset.

On the MRX tab, you can edit the Name of the Dataset, update the Description, change the Industry or Type, and add or remove Tags. Click on Save when you are finished with your changes.

Once you have selected your question, you will see the total number of Open Ends that are associated with the question and the number of Open Ends with Codes, Topics, and with Emotional Reactions. The percentage next to each number is how many Open Ends with Codes/Topics/or Emotions there are out of the Total amount of Open Ends associated with the Question.

For the example below, when looking at the Open Ends with Emotions, the Reaction Rate (which can also be thought of as the measure of audience passion or Emotion Rate), is 82.4%. There were 314 OE's with Emotions out of the 381 OE's for the Question, which equals 82.4%.

Highlights help you immediately and in plain language understand the biggest, most statistically significant takeaways from their open ended responses. To learn more about highlights, click here

You can view the specific Emotions associated with the responses in the Emotion Map. Click on any Emotion to look at verbatim responses for what was driving each emotion.

Using Canvs MRX to Analyze Topics Driving Audience Responses 

Toggle between the Topics and Emotions views on the map to look at what people are talking about vs. how they feel. The Topics map will show all responses that include a topic or theme, regardless of whether they are emotional or not. 

Use the Threshold slider to update the Topics Map to see more or less Topics at a time. You can exclude Topics that fall below a percentage that you set between 1% and 5 %. 

You can utilize a combination of the Emotion map and Topics section on the bottom left of the page (the Rankers section) to see what Topics were driving Emotional Reactions. You can see both the emotional and the non-emotional topic analysis of the responses.

The bar chart breaks down the most frequent topics and phrases people used when responding to the question you are filtered on. The orange section of the bar shows how Emotional each Topic was, the blue displays the non-emotional response, and the entire bar represents the total amount of times the Topic was mentioned.

For the above examples, zoom in to see how audience members felt about the Topic of the “Geico”. You can click the bar to see the precise emotional breakdown and verbatim responses that mentioned that Topic.

You can even see demographic data about the respondent in the verbatim section as well as the Emotion and Topics associated with that response. Important: To get the demographic information to appear, you would have to select filters "Age", "Race", "Gender" (labeled exactly), during your Upload process.

Open End Section

If you want to look for specific Open Ended responses, you can utilize the Free Text Search on the Open End verbatim list. You can type anything in the Search bar and press Enter to find all responses that include an exact match.  

With the Free Text Search, you can type in any word or phrase, including Emotions, Non-Topical words, etc.

Bulk editing will be triggered when you've entered a search string. You can easily edit your filtered set as needed. 

Open End Filters
You can use the filter option to look at all Open Ends that may or may not have Topics, Emotions, or Codes. You can even choose to filter on Favorites. These filters (Emotions, No Emotions, Topics, No Topics, Codes, No codes, Only Favorites, Not Favorites) will help you select a list of Open Ends quickly so that you can make edits as needed. 

Selecting Open End filters will allow you to bulk edit as well. 

Note: Open Ends over 300 characters will be included in the dataset, but Topics and Emotions will not be automatically applied. 

Reprocessing Data

Canvs now offers the ability to reprocess a dataset (Autocodes & Rule Codes), Topics, and Emotions with the latest version of Canvs AI and your Rules.

Important: Any previous changes made to the dataset (e.g. renaming topics, moving codes to a different net, removal of emotions, etc.) will be removed. Edits will not be reapplied to your dataset and are not recoverable.

Reprocessing Data

Canvs now offers the ability to reprocess Summary (Autocodes & Rule Codes), Topics, and Emotions with the latest version of Canvs AI and your Rules.

Important: Any previous changes made to the dataset (e.g. renaming topics, moving codes to a different net, removal of emotions, etc.) will be removed. Edits will not be reapplied to your dataset and are not recoverable.

This feature is available on your dataset's Content Page. On the top right, click on the 3 dots and "Reprocess Data" from the drop-down options.

A screen will pop up that asks if you would like to Reprocess without Rules or Reprocess w/ Rules. You will also have the ability to select All Waves to reprocess or select specific Waves to reprocess.

Once you select which Waves you want to reprocess, choose between Reprocessing without Rules or Reprocessing w/ Rules.

Reprocessing without Rules

Clicking on Reprocessing without Rules will reprocess Summary (Autocodes & Rule Codes), Topics, and Emotions with the latest version of Canvs AI.

The following screen is confirming you want to reprocess your data. This will reprocess your entire analysis for any Waves selected. Any changes to Topics, Emotions, Nets & Codes will be erased. Click on Proceed to continue.

Reprocessing with Rules

Clicking on Reprocessing w/ Rules will prompt you to select your Rule Group(s). In order for Rules to be applied to your Summary, at least one Rule Group must be selected from the dropdown.

The next screen will be a preview of the Rules under the Rule Group(s) you selected.

The final screen is confirming you want to reprocess your data. On the left side, you can also see which Rule Groups were selected. Click on Proceed to continue. This will reprocess your entire analysis for any Waves selected. Any changes to Topics, Emotions, Nets & Codes will be erased.

Once you return to the Content Page, you will see a banner that says "Your Dataset is being reprocessed. No edits can be made until reprocessing is complete".

While your Dataset is reprocessing, edits are locked - you will not be able to make changes to your Dataset. All Metrics will be recalculated upon completion.

MRX Exports are also locked during reprocessing.

On the MRX Manager, while your data is reprocessing, “Edit details” and “Download analysis” options will be disabled for the dataset.

Once reprocessing is complete, you will see a notification asking you to refresh Canvs.

Export Options in Canvs MRX

With Canvs MRX, you can export data and images for offline use. There are various types of export options:

Complete Analysis Export

To export all details about your dataset, click Export and then Complete Analysis.

You will be prompted to download the file when the export has finished running. Click Download here.

The downloaded Excel spreadsheet contains detailed dataset information, including questions, data filters, verbatim responses and all associated Topics, Emotions, Codes, and Nets. 

In addition to showing all Responses and their analysis, the Complete Analysis also features Code Rankings, Topic Rankings, and Emotion Rankings.

In this example, you can see the Topic Ranking tab. This tab will show the list of Topics, the number of Mentions, number of Emotional Reactions, Mention rate, Reaction rate and Total responses to the question. 

Crosstab PivotTable for Nets/Codes Export

Within this Export, there is a full functioning Pivot Table, and tabs with Nets, Codes, and their associated Verbatims.

You can alter the Pivot Table based on Nets, Codes, and Crosstabs/filters.

Crosstab Pivot Table for Topics Export

This export behaves very similarly to the Nets/Codes Crosstab PivotTable, except it uses Canvs’ Topics analysis instead of your Nets and Codes. You can now compare the Topics of your open ends against your closed-ended questions for extra insights.

Highlights Export

If your dataset has Highlights, you can download the Highlights Export.

Note: If your dataset does not have Highlights on it, then the Highlights Export will not be an option in the Export dropdown.

Feel free to filter on a specific question(s) and wave in your dataset to export the Highlights for only that question(s)/wave combination, or download All Highlights by being filtered on All Questions.

To learn more about Canvs Highlights, read here.

Powerpoint Export

With the Powerpoint Export, you can view the Summary, Topics, and Emotions Treemap within the Powerpoint tool, where it can be modified and designed to your liking.

Treemap Screenshot

You're also able to download the exact screenshot of the Summary, Topics, or Emotions Treemap. Click Export and then TreeMap Screenshot. The map that is currently on your screen will be downloaded to your local computer.

Nets and Codes Export

This export will allow you to see a breakdown of your Nets and Codes in your dataset.

Power BI Export

Whether you would like to Create brand new, custom visualizations or use one of our available Templates, our Power BI Integration is now available to use with your Canvs Data. Learn more here.

Note: This File is specifically designed and formatted for Power BI use only.

Ranker Exports

Horizontal bar graphs can be exported by clicking the three horizontal bars. The image can be exported into a PNG, JPEG, PDF or CSV file. Data can be exported into a CSV or XLS.

Word Clouds can be exported into a PNG image file. Click the three horizontal bars to access the export feature.

Verbatims/Open Ends Export

You are able to download a list of your Verbatims/Open Ends within this Export feature.

Applying Codes to Open Ends

Adding Codes to Open Ends help summarize the common ideas expressed by respondents. Canvs can help you make the once tedious task of hand coding quicker and more efficient with our Codes tool. Learn about Adding Codes here.  

Changing Emotion Frameworks in Canvs MRX

In Canvs MRX, we now have two additional Emotion Frameworks as part of our analysis, Ekman and Plutchik. Paul Ekman and Robert Plutchik are widely known and accepted for their work on human emotion and the field of psychology. These two additional frameworks also offer users the option of views with fewer emotions than the 42 Canvs Emotions. The framework that the you choose to view your data will be saved and preserved for the next session. Click here to read more.

Canvs Translation

If you have purchased the Canvs Translation add-on to your Canvs subscription, you will see some additional new features on your Dataset's Content Page.

Note: These features are only available to users who have this product enabled. To learn more about Canvs Translation, please read here.

First, if you scroll down to the list of your Open Ends on the right-hand side, you will see an icon that indicates what the original language of the text was.

If you click on the icon, you will see the original foreign text, what language it was in, as well as an option to Copy it.

On the left side of the Open Ends list, you will see the Ranker. Canvs will automatically create an Original Text Language Filter under Cross Tabs. Here you can see a list, or a Ranking, of your Original Languages and how many Open Ends were associated with each.

Tip: Click on the Cloud Icon to see a Word Cloud view of this new filter!

Another location where the Original Text Language Filter will appear is in the Canvs Smart Search, under Cross-Tabs. You can choose to utilize it in your queries to refine your results.

If there is Statistic Significance in the Open Ends, the Original Text Language Cross-Tab can even appear as part of your Highlights.

Also on the Content page, a few of the Exports have been modified to include the original foreign text. The first is the Open Ends export which is above the Open Ends list.

There are three new columns: language, original text, and original text language.

Another Export that received this improvement is the Complete Analysis export available via the Export dropdown on the top of the Content page.

There are three new columns: language, original text, and original text language.

Tip: The order of the columns has changed to accommodate these two new columns. In case you have an existing workflow that utilizes these exports, please be aware.

As noted above, these new features are available to users who have the Canvs Translate feature add-on. If you are interested in purchasing Multi-Lingual Analysis for your Canvs subscription please reach out directly to your Canvs Account Manager. If you are having any Technical Issues with utilizing any of the outlined features, please contact Canvs Support via the in-app chat or support@canvs.ai.

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