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 Show responses from is set to "Uncategorized" click Classify to assign responses to an existing theme.
- OPTIONAL: Update the number shown next to the Create button to specify the number of additional themes to create.
- OPTIONAL: To create additional themes, click Create.
- OPTIONAL: Create a new theme manually by right-clicking in the Themes pane and selecting Add Theme.
- OPTIONAL: Classify any remaining uncategorized responses by either clicking Classify or using the Classify as, Move to, Add to, or Remove from buttons if available.
- 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 Show responses from is set to "Uncategorized" click Classify to assign responses to an existing theme.
- OPTIONAL: Update the number shown next to the Create button to specify the number of additional themes to create.
- OPTIONAL: To create additional themes, click Create.
- OPTIONAL: Create a new theme manually by right-clicking in the Themes pane and selecting Add Theme.
- OPTIONAL: Classify any remaining uncategorized responses by either clicking Classify or using the Classify as, Move to, Add to, or Remove from buttons if available.
- Click Save.