Dashboard Basics

Create a dashboard

If a project does not have any existing dashboards the user will see a call-to-action to create a new dashboard.

Clicking on the green button will launch the dashboard wizardClicking on the green button will launch the dashboard wizard

Clicking on the green button will launch the dashboard wizard

Alternatively, the user may launch the dashboard wizard by clicking the alt textalt text icon to the right of Dashboards.

Edit Sentiment Ranges

SSV now supports customizing sentiment polarity range per project.

The arrow points to the new sentiment polarity edit option.The arrow points to the new sentiment polarity edit option.

The arrow points to the new sentiment polarity edit option.

In the sentiment range editor users can find the option to set the range for both 3-point and 5-point sentiment scales.

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Document vs. Feature sentiment

It is important to note that the sentiment ranges for documents and features are separate.
Changing the Document Polarity Ranges will only affect document sentiment score polarity.
Changing the Feature Polarity Ranges will affect all features (eg. sentiment phrases, entities, themes, etc.)

3-point sentiment scale for *Document Polarity*3-point sentiment scale for *Document Polarity*

3-point sentiment scale for Document Polarity

3-point sentiment scale for *Feature Polarity*3-point sentiment scale for *Feature Polarity*

3-point sentiment scale for Feature Polarity

5-point sentiment scale for *Document Polarity*5-point sentiment scale for *Document Polarity*

5-point sentiment scale for Document Polarity

5-point sentiment scale for *Feature Polarity*5-point sentiment scale for *Feature Polarity*

5-point sentiment scale for Feature Polarity

The above images show the default scales for Document Polarity Ranges and Feature Polarity Ranges in both 3 and 5 point scales. Note that Document Polarity and Feature Polarity have different ranges by default.

Editing scales is useful for situations where large numbers of features or documents are categorized as a polarity that might not fit with content. For example, if query hits that are obviously positive to a reader are being assigned a negative polarity users can adjust the neutral range so that more positively scored neutral items are then assigned a positive score.

Grouping analyses

Groups lets the user display analysis output from several collections side-by-side on one dashboard. When the user has two or more analyzed collections they may create an analysis group. To create a group, click the alt textalt text at the center of the screen.

This will launch the group wizard.

Group names are not limited to UTF-8 charactersGroup names are not limited to UTF-8 characters

Group names are not limited to UTF-8 characters

Select the data sources from the Data column. Then, name the group.

Creating a group will generate a new tile in the data column, next to the collection tiles. The group tile will be demarcated by a gray corner and the icon of a folder.

Dashboard creation

When the user creates a new dashboard they will see the dashboard wizard

Be sure to use UTF-8 characters when naming a dashboardBe sure to use UTF-8 characters when naming a dashboard

Be sure to use UTF-8 characters when naming a dashboard

The dashboard wizard requires the completion of a few steps

  1. Data to use
  2. Analysis to use
  3. Dashboard name

In "Data source" select the data set to use. Then, select the desired analysis.

In "Dashboard settings" a dashboard name is required, but the note section is optional.

  • Sentiment on a 3 point scale will be displayed in a user's dashboard as Negative, Neutral, and Positive

  • Sentiment on a 5 point scale will be displayed in a user's dashboard as Very Negative, Somewhat Negative, Neutral, Somewhat Positive, and Very Positive

New dashboard

The user may now access the dashboard.

Creating a new dashboard will automatically open the Add Widget panelCreating a new dashboard will automatically open the Add Widget panel

Creating a new dashboard will automatically open the Add Widget panel

Widgets

Widgets are the user's windows into the data. There are three types of widgets:

  1. Notes (text)
  2. Document list
  3. Chart

Notes are places for the user to take notes and keep track of findings in their other widgets. Use them for any purpose!

A document list is a widget that displays the documents from the data set the dashboard was built from.

Charts are the widgets that will help the user visualize and gain insights into their data.