Previewing Sentences (Designer)

Suite
Customer Experience
Product
Qualtrics
What's on this page

About Previewing Sentences

The preview pane shows the results of the rules used to build reports, categories, sentiments, and adhoc searches. Viewing preview sentences ensures that the rules you build are providing the data you are looking for. This can be especially helpful when making changes to keywords in your rule lanes.

Preview pane in designer
Preview pane in designer

Viewing Preview Sentences

To preview sentences, select one of the preview options.

Different preview sentences options, click one to view it in the preview pane
Different preview sentences options, click one to view it in the preview pane
Preview rule: Preview the current rule, which only includes basic conditions. This preview option ignores other rules for the same category.
Preview all rules: Preview current category.
Preview sentences that were added to the saved node: Preview sentences that have been added since the last time you saved your rule.
Preview sentences that were removed from the saved node: Preview sentences that have been removed since the last time you saved your rule.

Viewing Source Highlighter

The Source Highlighter window shows the document in which the preview sentences were found, which can provide helpful context. Click the preview button next to the sentence you’d like to view to open the source highlighter.

Source highlighter button
Source highlighter button

Use the tabs on the left to switch between Attributes and Categories. The attributes tab lists the structured attributes available for the document, and the categories tab lists the categories to which sentences from this document were assigned.

Select between attributes and categories in the source highlighter
Select between attributes and categories in the source highlighter
Qtip: Click the name of a category to highlight the sentences that match it.
If you click the name of a category, it will highlight that sentences in the source highlighter.
If you click the name of a category, it will highlight that sentences in the source highlighter.

CUSTOMIZING DISPLAYED ATTRIBUTES

You can select which attributes should be displayed in the source highlighter by clicking Customize in the upper-right corner.

The customize tab at the top of the source highlighter
The customize tab at the top of the source highlighter

The Available Attributes field lists attributes that are not displayed in the source highlighter, while the Show Attributes field lists attributes that are displayed. To arrange attributes, select an attribute and click the arrow buttons to place them into either box. When finished arranging, click Apply.

The arrow button that moves attributes from the available attributes menu to the show attributes menu
The arrow button that moves attributes from the available attributes menu to the show attributes menu

To restore the default list of attributes, click Restore Defaults.

Restore Defaults button at the top of the soruce highlighter
Restore Defaults button at the top of the soruce highlighter
Qtip: By default, all attributes will be configured except for hidden attributes.

Filtering Sentences by Session

Filter sentences to view results from a specific upload or an entire project. The preview displays sentences from the entire project by default, but you can edit the scope to show results from one specific upload session if you’d like.

Click the scope icon.
Selecting a session from the scope menu in the preview pane then clicking apply
Selecting a session from the scope menu in the preview pane then clicking apply
Select Session if you’d like to filter by an upload session, otherwise select Project. .
Select which upload session you would like to filter by.
Click Apply.

Filtering Sentences by Sentiment

Filter the preview sentences by sentiment using the sentiment filter.

Highlights the filter button in the preview pane
Highlights the filter button in the preview pane
  • All sentences: Show all sentences regardless of sentiment. This includes records with empty verbatim.
  • Positive sentences: Show only sentences with a positive sentence sentiment score.
  • Negative sentences: Show only sentences with a negative sentence sentiment score.
  • Mixed sentences: Show sentences that contain keywords with both positive and negative scores.
  • Non-Sentiment bearing: Show sentences that do not contain any positive or negative scores. This includes records with empty verbatim.
  • All sentiment bearing: Show sentences that contain at least one positive or negative score.

Preview Options

For more options on working with previewed sentences, click the menu icon in the top-right.

Highlights the options menu in the top-right corner of the preview pane
Highlights the options menu in the top-right corner of the preview pane

SORTING SENTENCES

Sentences can be sorted by index date and sentiment verbatim.

Sort option from the options menu
Sort option from the options menu
Qtip: When sorting by sentiment, records with empty verbatim will always appear at the end of the list.

HIGHLIGHT RULES COLORS

You can view preview sentences with keywords highlighted by the color of the rule lane of the rule they came from. Yellow highlights show that the keyword is the result of the OR lane, while orange and purple are the result of the AND lane.

Shows the highlighted words in the preview pane that is the result of turning on highlight urles
Shows the highlighted words in the preview pane that is the result of turning on highlight urles

Exporting Preview Sentences

Preview sentences can be exported and downloaded as a CSV file. This can be useful when pulling a subset of data into excel, or sharing data outside of Designer. The CSV file will contain the following information:

  • Date exported
  • Exported by user
  • Classification
  • Topic path
  • Preview scope
  • Sentiment filter
  • Number of matched sentences
  • Category rules information
  • Applied filters
  • Sentence details
  • Verbatims (if selected)
Attention: To comply with Twitter’s content redistribution policy, XM Discover doesn’t export Twitter records.
Click the Preview options menu.
Click export from the options menu of the preview pane
Click export from the options menu of the preview pane
Select Export.
Select an export option.
Two export options to select and the export button
Two export options to select and the export button
  • I only want to export the preview sentences: exports preview sentences with standard fields: Document ID, Sentence ID, Source, Sentence text, Sentence sentiment.
  • I would like to select which data columns to export with the preview sentences: Select the fields from the preview that you would like to export.
Click Export or Next, depending on your selection.
If you selected I would like to select which data columns to export with the preview sentences, select which fields to export by using the arrow ( > ) to move them into the right column.
Select the data columns you would like to export then click export
Select the data columns you would like to export then click export
Select an export option.
Qtip: To exclude repeated verbatims, select Only export the unique verbatims containing these sentences.
Click Export.
Attention: The maximum number of sentences that can be exported at once is 1 million. If the number of sentences you are trying to export exceeds this limit, change the preview conditions.

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