Focus your Analysis with Filters

Filters narrow the data shown in Volume, Galaxy, Drivers, Sentiment and Records. They allow you to investigate a particular audience, product, region, channel, time period, score, or other subset without creating a separate text analysis project.

Once applied, filters remain active as you move between the main features. Check the active filters before interpreting a visualization or exporting results.

Open Filters, then select Select fields to review the text analysis project’s metadata fields.

The field settings show:

Use Show in side panel to keep the fields most useful for everyday analysis visible. Hiding a field from the panel helps reduce clutter; it does not remove the underlying metadata from the text analysis project.

The assigned field type determines how Journey Insights Hub can use the metadata.

Examples include:

Confirm that each field has the correct type before relying on it. A date stored as a string cannot support date-based analysis in the same way as a Date field, while a numeric outcome must be recognized correctly before it can be used in Drivers.

Select the pencil icon beside a field to rename it. If the new name matches an existing field, Journey Insights Hub may ask whether you want to merge them. The confirmation window shows the field before the change and the combined result afterward.

Merging combines the values from both fields into one field and can change how filters and comparisons are organized. Review the proposed result carefully before continuing. If the fields represent different information, cancel and choose a distinct name.

Expand a field to see its available values or range, then choose the conditions to include. Depending on the field type, you may be able to select:

Use Expand all to open the available fields, Select all where appropriate and Clear all to remove the current selections. Change one filter condition at a time. This makes it easier to see how the results and remaining record count respond.

The Concepts filter narrows the text analysis project to records matching selected concepts.

Use it when you want to examine the part of the dataset that discusses a particular topic. You can combine a concept filter with metadata – for example, to study one topic within a particular period, segment, channel, or score range.

Avoid creating a filter that is so narrow that only a few records remain. Small subsets can produce unstable percentages and misleading comparisons.

After applying a filter, open Configure visualization and select Unique to this filter where available.

This option identifies concepts that distinguish the filtered records from the rest of the text analysis project. A concept surfaced here is not necessarily exclusive to the group, and it is not automatically positive or negative. It is language that appears more characteristically within the selected subset.

When comparing two subsets:

Differences may reflect the groups themselves, the amount of available data, missing metadata, or changes in how the feedback was collected. Consider these factors before interpreting the result as a meaningful difference.

When you have created a useful analytical setup, select the save icon beside Select View. Enter:

Use Select View to return to a saved setup later. Descriptive names and notes help other users understand what the view was designed to show. Before saving, confirm the active concepts, filters, feature configuration and percentage basis so the view represents the intended analysis.