How to Reuse an Existing Categorization (Code Frame) on a Different Variable

This article describes how to reuse an existing categorization (or code frame) within the same Displayr document. In this example, we have already classified an open-ended text question and wish to apply the same categorization to another variable in your Displayr document.

If you wish to reuse a categorization across two different Displayr Documents, see How to Reuse an Existing Categorization (Code Frame) in a Different Document.

Requirements

A categorized variable set created in Displayr from text variable(s) using Displayr's text categorization tool (see: How to Classify Text Data). These variables typically contain the word "Categorized" in their name:

Method - Reuse by sharing

If you share the categorization, any changes made (e.g., classifying "peps" as Pepsi) will apply to all questions sharing the categorization.

Select the text variable that you want to classify in the Data Sources tree.
Hover and select + > Text Categorization.
Click the Reuse Existing Categorization tab.
Select the already-categorized variable to reuse.
Click Reuse by sharing.
If any responses remain when the Theme filter is set to "Unclassified" click Classify to assign responses to an existing theme.
OPTIONAL: To create additional themes, click Create.
OPTIONAL: Specify the number of new themes to create.
OPTIONAL: Click Create.
OPTIONAL: Create a new theme manually by clicking + Add New Theme in the Themes list and giving it a label.
OPTIONAL: Classify any remaining unclassified responses by either clicking Classify or manually classifying to a theme(s) by using drag-and-drop or hovering over the text response and clicking Manually classify and selecting the appropriate theme(s).
Click Save.

Method - Reuse by duplicating

If you duplicate the categorization, any changes made (e.g., classifying "peps" as Pepsi) will only apply to this question.

Select the text variable that you want to classify in the Data Sources tree.
Hover and select + > Text Categorization.
Click the Reuse Existing Categorization tab.
Select the already-categorized variable to reuse.
Click Reuse by duplicating.
If any responses remain when the Theme filter is set to "Unclassified" click Classify to assign responses to an existing theme.
OPTIONAL: To create additional themes, click Create.
OPTIONAL: Specify the number of new themes to create.
OPTIONAL: Click Create.
OPTIONAL: Create a new theme manually by clicking + Add New Theme in the Themes list and giving it a label.
OPTIONAL: Classify any remaining unclassified responses by either clicking Classify or manually classifying to a theme(s) by using drag-and-drop or hovering over the text response and clicking Manually classify and selecting the appropriate theme(s).
Click Save.