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 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.

1. Select the text variable that you want to classify in the Data Sources tree.
2. Hover and select + > Text Categorization.
3. Click the Reuse Existing Categorization tab.
4. Select the already-categorized variable to reuse.
5. Click Reuse by duplicating.
6. If any responses remain when Show responses from is set to "Uncategorized" click Classify to assign responses to an existing theme.
7. OPTIONAL: Update the number shown next to the Create button to specify the number of additional themes to create.
8. OPTIONAL: To create additional themes, click Create.
9. OPTIONAL: Create a new theme manually by right-clicking in the Themes pane and selecting Add Theme.
10. 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.
11. Click Save.