Cluster visualization

Cluster visualization renders your cluster data as an interactive map allowing you to see a quick overview of your cluster sets and quickly drill into each cluster set to view subclusters and conceptually-related clusters.

This can assist you with the following actions:

This page contains the following information:

See these related pages:

Visualizing a cluster

Cluster visualization is integrated with the Documents tab, so you can add a cluster visualization widget directly to your Dashboard.

To view multiple cluster sets, you must create different dashboards. There can be only one cluster visualization widget on a dashboard at a time.

    Notes:
  • To use Cluster Visualization, you must have workspace permissions to the clusters browser. See Browsers in the Workspace permissions section.
  • Permissions for Cluster Set object and the multiple choice fields that hold cluster data should be kept in sync. Refer to the Cluster Set object description in Workspace permissions. If a group has the None permission set on the Cluster Set object, but View/Edit/Add/Delete permissions to the Multiple Choice fields that hold cluster data, users in that group will still see Analytics clusters in the cluster browser and will be able to visualize clusters. To prevent the group from viewing the clusters in the cluster browser (or visualizing clusters), you must item-level secure the multiple choice fields that hold the cluster data for the group.

Visualizing a cluster from the Cluster browser

To visualize a cluster from the Cluster browser, complete the following steps in your workspace:

  1. Click Cluster icon on the Documents tab to open the Cluster browser.
  2. Select a cluster on the Cluster browser.
  3. Click the Visualize Cluster button, or right-click the cluster and click Visualize Cluster.
  4. The cluster visualization widget displays on your Dashboard and defaults to the first level of clusters that exist under the cluster you selected . If you selected a subcluster, it still defaults to the first level of clusters under the parent cluster that contains your selection.

Note: If you select a new first level cluster from the Cluster browser, the widget refreshes and the title of the widget is updated to reflect your new cluster selection.  If you select a new subcluster, the widget refreshes to display the relevant heat mapping. With any change in cluster selection in the Cluster browser, any cluster filters that have been created from selecting clusters are discarded from the search panel.

Adding a cluster visualization widget to your Dashboard

To add a cluster visualization widget to your Dashboard, complete the following steps in your workspace:

  1. Navigate to the Documents tab.
  2. Note: You do not have to be on the Clusters browser to add a cluster visualization. You can create a cluster visualization from the Folders and Field Tree browsers as well.

  1. Click Add Widget to display a drop-down menu.
  2. Select Cluster Visualization from the Add Widget drop-down menu.
  3. The Cluster Visualization Settings pop-up appears.

  1. Select the Cluster Set you want to create an interactive visual map for, and then click Apply.
  2. The cluster visualization widget displays on your Dashboard and defaults to the first level of clusters that exist under the cluster you selected .

Note: If you select a new first level cluster from the Cluster browser, the widget refreshes and the title of the widget is updated to reflect your new cluster selection.  If you select a new subcluster, the widget refreshes to display the relevant heat mapping.

Selecting a new cluster set to visualize

You can change the existing cluster set that you are visualizing in one of the following ways:

  • If you want to visualize other clusters from the Clusters browser, simply select a new cluster set in the tree on the left. The existing Cluster Visualization is updated with your new selection.
  • Note: If you select a new first level cluster from the Cluster browser, the widget refreshes and the title of the widget is updated to reflect your new cluster selection.  If you select a new subcluster, the widget refreshes to display the relevant heat mapping. With any change in cluster selection in the Cluster browser, any cluster filters that have been created from selecting clusters are discarded from the search panel.

  • From any browser, you can click the icon in the top right corner of the widget, and then select Edit from the Properties menu to launch the Cluster Visualization Settings pop-up, and then select a new cluster set.

Note: To view multiple cluster set visualizations, you must create a different dashboard for each one. There can be only one cluster visualization widget on a Dashboard at one time.

Understanding the types of cluster visualizations

You can click and pan on cluster visualizations to move around the cluster, dial or circle pack visualization at any level of depth using any of the following cluster visualizations:

All types of visualizations display a legend that is used for heat mapping. See Understanding the Cluster Visualization heat map for more information on how to use this legend.

Additionally, when you are navigating outside the Cluster browser (for example, you click on a specific Folder or field tree item), the document list contains documents that are not necessarily in the cluster set you selected. A Document Breakdown pie chart is present for both types of visualizations. This chart provides a visual breakdown of documents in the document list below (percentage of listed documents that are found in the visualized cluster set and percentage of listed documents that are not in the visualized cluster set). See Using the Document Breakdown chart.

Circle pack

Dial visualization

Nearby clusters

Using the Document Breakdown chart

The Document Breakdown pie chart provides a visual breakdown of documents in the document list below (percentage of listed documents that are found in the visualized cluster set and percentage of listed documents that are not in the visualized cluster set).

You can click on the Document Breakdown pie chart to filter the Document List on your selection (e.g., you may want to drill in and only view the list of documents that are included in the cluster set). The pie chart will display 100% after clicking on a pie section. Additionally, a filter condition is set in the Search panel corresponding to your choice. To remove the filtering you just created when you clicked on a section of the pie chart, clear the filter condition from the search panel.

To collapse the Document Breakdown chart, click the icon. To expand the Document Breakdown chart, click the icon.

Note: The Document Breakdown is most helpful when you are navigating outside the Cluster browser on the Documents tab (e.g., folder or field browsers) and viewing documents that are not necessarily within the cluster being visualized in the dashboard widget.

Applying filters to visualized clusters

Use the search panel on the Documents tab to apply filters to your data set based on field values, saved searches, and selections made on the circle pack, dial and nearby clusters visualization panels. The filters you apply determine what documents are listed in the document list below the visualization panels and automatically apply a heat map to the circle pack, dial and nearby clusters visualization panels. See Understanding the Cluster Visualization heat map for more information regarding heat mapping.

Applying filters helps improve your review workflow and complete tasks such as the following:

  • Identify clusters containing documents with matching field values, i.e., matching coding values.
  • Mass edit and tag a list of documents created based on your visualization filters.
  • Hone in on specific clusters to examine and tag documents.
  • Perform a QC review by finding and examining clusters with a low percentage of documents coded responsive that are conceptually close to a cluster you identified with a high number of documents coded responsive.

You can apply and manage filters for your visualized cluster data using the following methods:

Note: When you are navigating outside the Clusters browser (e.g., Folders or Field Tree browsers), you can also click on the sections in the Document Breakdown pie chart to filter the document list by documents that are in the visualized cluster set or documents that are not in the visualized cluster set. The corresponding filter condition is automatically added to the search panel to let you know that the document list has been filtered.

Applying cluster filters from the circle pack visualization panel

You can select one, multiple, or all clusters on the circle pack visualization panel using the right-click menu or by left-clicking one or more clusters to be applied as filters against your data set. When you apply a filter based on a cluster selection, the document list refreshes and shows only the documents contained in the cluster(s) you selected, and the filter panel lists your new cluster filter.

To apply filters from the circle pack visualization panel, complete the following steps:

  1. Right-click a cluster.
  2. Click one of the following selection options:
    • Select - selects the currently selected cluster.
    • Select All - selects all clusters.
  3. Note: Right-clicking anywhere inside the circle pack visualization also reveals the select all action.

    In addition to using the right-click menu, you can also select one or more clusters by left-clicking the cluster(s) you want to select.

    The circle pack visualization panel indicates selected clusters with a solid blue outline and clusters not selected with a cross hatch pattern. A dashed outline indicates a parent cluster containing both selected and unselected clusters.

  4. Click Apply.
  5. (Click to expand)

    Example cluster filter applied on Circle Pack

  6. Verify the cluster filter is applied on the search panel.
  7. (Click to expand)

    Example of selected clusters on the Circle Pack visualization panel

After you apply a filter based on selected clusters, you can edit the cluster filter by clicking the filter card on the search panel. See Editing cluster filters.

Applying filters from the dial visualization

You can select one, multiple, or all clusters on the dial visualization panel using the right-click menu or by left-clicking one or more clusters to be applied as filters against your data set. When you apply a filter based on a cluster selection, the document list refreshes and shows only the documents contained in the cluster(s) you selected, and the filter panel lists your new cluster filter.

To apply filters from the dial visualization panel, complete the following steps:

  1. Right-click a cluster.
  2. Click one of the following selection options:
    • Select - selects the currently selected cluster.
    • Select All - selects all clusters.

    Note: Right-clicking anywhere inside the dial visualization also reveals the select all action

  3. In addition to using the right-click menu, you can also select one or more clusters by left-clicking the cluster(s) you want to select.

    The dial visualization panel indicates selected clusters with their original color, while clusters not selected are grayed out. Child clusters are also selected if their parent cluster is clicked.

  4. Click Apply.
  5. Verify the cluster filter is applied on the search panel.

    (Click to expand)

After you apply a filter based on selected clusters, you can edit the cluster filter by clicking the filter card on the search panel. See Editing cluster filters.

Applying cluster filters from the nearby clusters visualization panel

In addition to using the right-click menu, you can also select one or more clusters by left-clicking the cluster(s) you want to select. When you apply a filter based on a cluster selection, the document list refreshes and shows only the documents contained in the cluster(s) you selected, and the filter panel lists your new cluster filter.

To apply filters from the nearby clusters visualization panel, complete the following steps:

  1. Right-click on a cluster.
  2. Click one of the following selection options:
    • Select - selects the currently selected cluster.
    • Select All - selects all clusters.
    • Select Visible - select all clusters visible in the nearby clusters visualization.
  3. Note: Right-clicking anywhere inside of the nearby clusters visualization also reveals the select all action.

    In addition to using the right-click menu, you can also select one or more clusters by left-clicking the cluster(s) you want to select.

    The nearby clusters visualization panel indicates selected clusters with a solid blue outline and clusters not selected with a cross hatch pattern. A dashed outline indicates a parent cluster containing both selected and unselected clusters.

  4. Click Apply.
  5. Verify the filter is applied on the search panel.
  6. (Click to expand)

    Example filter applied based on selection from Nearby Clusters panel

After you apply a filter based on selected clusters, you can edit the cluster filter by clicking the filter card on the search panel. See Editing cluster filters.

Editing cluster filters

After you apply a filter based on selected clusters, you can edit it like any other filter by clicking on the filter card to open the configuration dialog.

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Cluster filter edit dialog

To add one or more specific clusters to a filter, select the cluster(s) and click Cluster filter edit dialog Select One button. To add all clusters on the Available list, click Cluster filter edit dialog Select All button.

To remove one or more specific clusters from a filter, select the cluster(s) and click Cluster filter edit dialog Remove One button. To remove all clusters from the Selected list, click Cluster filter edit dialog Remove All button.

Applying saved search and field filter conditions to your cluster visualization

Use the search panel to apply filters to your visualized data set based on saved searches, fields, and field values that exist in your workspace. You can apply these filters to all clusters or just selected clusters.

When you apply a saved search or field filter, a heat map is applied to the visualization panels, and the document list refreshes and shows only the documents that match your filter criteria. If you change the filter conditions on the search panel, the heat mapping is updated accordingly. See Understanding the Cluster Visualization heat map for more information regarding heat mapping. The conditions for the filter or saved search are added as an explicit AND statement under the selected cluster filter card if specific clusters are selected. See Search panel for more information on how to use the search panel.

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Applying views to Cluster Visualization

Use the Views drop-down menu on the Documents tab to select and apply views with conditions to your cluster data. Selecting a view applies the conditions of the view to the heat mapping of the visualization panels and updates the list of documents and columns visible in the document list. You can also include relational items (e.g., Family). Adding in relational items doesn't change the cluster visualization heat mapping, but it does include family or relational items in your document list for any filter conditions you selected.

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Cluster visualization with views applied

Heat mapping from a selected view works in the same way as applied filter conditions on the search panel. See Understanding the Cluster Visualization heat map for more information regarding heat mapping.

    Notes:

    To make it clear when a visualization is not showing all documents, multicolored cluster visualizations turn blue whenever a filter is applied. The following less-common situations can also cause the clusters to turn blue:

  • Deleting documents in the set

  • Switching to a document view that filters out documents

  • Changing conditions on the document view being used

  • Updating coding values or other metadata that affect which documents are included in the set

  • Changing user permissions so that the current user cannot see all documents in the set

  • Most of the time, removing all filters from a visualization will return it to its normal state. If that doesn't work, we recommend checking that the document views, view conditions, and user permissions are set correctly, then rebuilding and re-visualizing the cluster.

Understanding the Cluster Visualization heat map

Applying filters or a view automatically applies heat map shading to your cluster visualization. Heat mapping helps you identify clusters that contain the highest concentration of documents matching your filter or view criteria.

Circle pack Visualization

Use the legend on the visualization panel to gauge which clusters have the greatest percentage of matching documents. In addition, you can also use the highlight matches feature. See Highlighting matches (circle pack).

Dial Visualization

Use the legend on the visualization panel to gauge which clusters have the greatest percentage of matching documents. The legend values change color when the cursor hovers over different clusters. When the cursor is not hovering over a cluster, the legend values are grayed out.

Highlighting matches (circle pack)

When setting filter conditions in cluster visualization that match a relatively small number of important documents (e.g., hot documents), the cluster heat mapping displays a very light shade of blue to indicate a low matching percentage within the cluster. Check the Highlight Matches checkbox in the heat map legend to easily identify which clusters contain matching documents no matter how small the matching percentage. Matching clusters are highlighted in orange.

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Highlight matches example

Working with the document list

The document list contains documents and columns based on a combination of the following:

  • Clusters selected on the circle pack, dial and nearby clusters visualization panels
  • The view selected on the Views drop-down menu
  • Any relational items (e.g., Family) selected from the Related Items drop-down list
  • Filters applied from the visualization panels
  • Field or saved search filters applied on the search panel

Sampling clusters

You can create sample data sets and then save the results as a list by clicking the Sampling icon Sampling icon . These samples take into account all the following user selections:

  • Clusters selected on the circle pack, dial or nearby clusters visualization panels
  • The view selected on the views drop-down menu
  • Field or saved search filters applied on the search panel

When sampling is applied, the cluster visualization and heat mapping is updated automatically to reflect the selected sample. For more information on how to run samples of your data, see Sampling.