How to Reuse an Existing Categorization (Code Frame) in a Different Document

Sometimes, you might:

have similar surveys with similar open-ended text questions, but different respondents,
have different documents using the same survey data for different reports, or
manage a Brand Health Tracker. In your Wave 1 data file, you meticulously classified a text variable into specific themes in a program outside of Displayr, such as Excel, and want to reuse those themes in the Wave 2 data, but you do not want to lose the responses already categorized in during Wave 1.

In the first two scenarios above, when you classify text data using Displayr's Text Categorization tool (versus Displayr's automatic categorization function), the classification is saved as a code frame that you can export and reuse in other documents. In the last scenario above, you might have used a third party or Excel to classify text responses from one wave of a project and have a code frame, and you want to use that same code frame in later waves. These approaches allow you to automatically incorporate responses (from Wave 1, for example) and focus your efforts on classifying new responses in the updated data (Wave 2 for example).

This article guides you through using an existing categorization in Displayr, whether it was created in Displayr or outside of Displayr (e.g., manually in Excel). By importing your categorization as a QCodes file into your current project, you can seamlessly use Displayr’s Text Categorization features, such as fuzzy match and similarity to, to classify new responses. This method ensures efficiency and accuracy in analyzing your text data across different waves or projects of your study.

If you want to reuse a categorization you created in Displayr within the same document, see How to Reuse a Categorization (Code Frame) on a New Variable.

This article is broken out into the following sections:

Method - Generate the QCodes file as a downloaded file
Method - Generate the QCodes file saved to the Displayr Cloud Drive
- Accessing the QCodes file saved to the Displayr Cloud Drive
Using the QCodes file in the current or different document

Requirements

A text variable from which the existing categorization was created.
A categorized variable or variable set created from text variable(s). These variables typically contain the word "Categorized" in their name, if they were created in Displayr.
An uncategorized text variable that you want to apply the existing categorization to.
Familiarity with Displayr's text categorization tool. See How to Classify Text Data.

Method - Generate the QCodes file as a downloaded file

This method can only be used if you saved a Text Categorization in Displayr.

Select the categorized variable set in the Data Sources tree.
In the object inspector, go to Data > Data Values > Edit Categorization.
Click the Export button at the bottom of the categorization screen.
A .QCodes file will automatically be downloaded and saved to your local downloads folder.

Method - Generate the QCodes file saved to the Displayr Cloud Drive

This method is helpful when you have multiple people who may want to access the QCodes file and can access it from your Displayr Cloud Drive. It's available if you saved a Text Categorization in Displayr, or are using a code frame that was created outside of Displayr.

In the Data Sources tree select your existing categorized variable and your Text variable.
Go to Anything > Advanced Analysis > Text Analysis > Create QCodes File.
A QCodes filename to save in the Displayr drive box will appear. Enter an appropriate name for your QCodes file (Note: the filename needs to end with .QCodes).
Click OK.
The QCodes file is now saved to your Displayr Cloud Drive.

Accessing the QCodes file saved to the Displayr Cloud Drive

To access the QCodes file click on the Account Avatar (initials) in the top right-hand corner and select Displayr Cloud Drive.
In the Displayr Cloud Drive find your QCodes file and click on the Name to download it.

Using the QCodes file in the current or different document

Go to your Displayr Document that you plan to update using the existing categorization.
Select the Text variable you would like to classify in the Data Sources tree.
Hover and click + > Text Categorization.
Select Multiple themes or Only one theme, depending on the structure of your responses.
Click Start.
In the Text Categorization window click Import.
Select the QCodes file you downloaded either from the Displayr Cloud Drive or from your local drive and select Open.
The themes created from your original categorization will appear in the Themes pane on the left.
Click Classify and Displayr will classify your existing responses into the relevant themes you previously created, and allow you to classify other responses manually. See How to Classify Text Data for steps on how to classify responses to themes.
Once done click Save.
A new variable will be inserted in the Data Sources with "Categorized" in the name to represent the newly categorized variable.