Creating Entries Overview
In order to begin tagging Tabular data, the process is similar to how you would add an entry to any other type of Lead in DEEP. Once you arrive at the tagging page, however, you will notice that things may look a little different. Fret thee not, thou mortal soul, the process is explained below.
When creating an entry with Tabular data, you tag on the column level. This means that you can't select manually defined portions of a document (say, a few rows or a number of columns) but rather the tags apply to individual columns.
In the left pane where you would normally see your content, you'll notice this has now been replaced by a series of rows and sheets. This is your Tabular data. Use the navigator at the bottom to select a sheet to tag, and use the columns to create entries (see below).
At the top of the pane, you'll see an icon that looks suspiciously like a data grid - if you click on this it will bring up a preview window to view the contents of your Tabular data. The functionality is much like what you would get when you look at Modifying Tabular Data, although from here you can't do any editing, just viewing.
Lastly, you can toggle between a general overview of your columns to a more detailed view of your data by clicking on the eye logo (more details below)
Creating an entry with tabular data is much the same logic as with regular text data. Simply drag and drop a data column into the your analytical framework.
You will note that when a column is tagged, the appropriate coloring of the selected framework element will be reflected in a vertical bar on the left side of the column.
If you want to modify the tag of an existing column, you cannot re-drag it. Simply click on it in the left pane, and then modify your tags on the right side.
When a column has been tagged, you will notice that the Excerpt box will change to a graph reflecting your selected data, much like text or an image would appear. Similarly, when you view your Entries in the Entires page, you will notice the same visualizations.
As mentioned above, selecting the eye icon (eyecon,) will allow you to see a more detailed view of your Tabular data. Based on the data types of your columns, different visualizations will appear here and you can specify a few options by selecting the options in the top right (you will note these are the same options in the Excerpt box).
Text and Date
These two column types will reveal these options which allow for:
- Vertical bar chart
- Horizontal bar chart
- Word cloud
- Modify bar ordering
- View full screen
- Viewing full screen will allow to see more details on the selected visualization:
Numerical column types will produce a histogram.
Based on your project's regions and the way you have specified your geographic column, a map will appear showing the frequency of listed geographic regions.
Once you have completed your tagging process, save your work and you can continue to Export your data.
Exporting Tabular data works in a similar manner to exporting other types of leads, simply navigate to the Export option in the top navigation frame.
From the Export page, follow the process of filtering which leads/entries you would like exported and then your tabular data will appear in your export.
The default graph for a given column will appear as an excerpt would. We're currently working on refining how these graphs are rendered, and also being able to specify which graph type would like in your export.
Data for the columns that you have tagged will be reflected in your Excel export, and linked to their relevant tagging data.