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Configure, save and export your Analysis

Shape each visualization around your question, preserve useful views and carry the results into reporting or further analysis.

Volume, Galaxy, Drivers and Sentiment share the same side panel. From there, you can configure the active visualization, manage concepts, apply filters, review documents and export results.

The panel remains in a consistent location, but the settings under Configure change according to the feature you are viewing.

Configure the active visualization

Open Configure to choose which concepts appear and how the results are organized.

Depending on the feature, you may be able to:

  • Display top concepts by prevalence

  • Explore conversation clusters

  • Show concepts linked to a numeric score

  • Show concepts linked to strong sentiment

  • Find concepts unique to an active filter

  • Use concepts from an existing concept list

  • Include or exclude conceptual matches

  • Change the percentage denominator

  • Compare volume by time, category, score, or numeric range

  • Choose the outcome displayed in Drivers

  • Change how Galaxy concepts are colored

Make one change at a time and keep the analytical question visible. This makes it easier to understand why the results changed. Feature-specific settings are explained in the corresponding Volume, Galaxy, Drivers and Sentiment articles.

Save and reopen a view

When the current concepts, filters, and feature settings create a useful analysis, select the save icon beside Select View.

Enter a name and optional notes. A useful name identifies the subject and comparison, while the notes can record the selected period, filters, outcome, or intended use.

Open Select View to return to a saved setup later. Before saving a view:

  1. Confirm the selected feature

  2. Review the active concepts and concept list

  3. Check all filters

  4. Confirm the percentage denominator

  5. Review any score, date, category, or color settings

  6. Add notes that explain how the view should be interpreted

Export an image of the visualization

In Export, use the image option to produce a PNG of the currently displayed concepts and filter settings.

Use an image export when you need to place the visualization into a presentation, report, or update. Before exporting, make sure:

  • Labels are readable

  • Unnecessary concepts have been removed

  • The correct filters are active.

  • The view does not contain unrelated selections

  • The image can be understood with a short title or caption

Export analysis data

Spreadsheet exports reflect the concepts visualized and the filters active in the current view. Select the export types you need, then generate the file.

Document Download

Exports document text with its associated metadata.

Use this when you need the supporting records for review, coding, reporting, or additional analysis.

Volume Export

Exports total matches, exact matches and the percentage of documents covered by the selected concepts.

The percentage in this export is calculated over total text analysis project documents, not the filtered subsets. Keep this denominator in mind when comparing the spreadsheet with a filtered visualization.

Drivers Export

Exports concepts, average scores, differences from the dataset average, Volume fields and example records for each concept.

Use it to compare drivers in a spreadsheet or prepare a reporting table. Treat the results as associations rather than evidence of causation.

Galaxy Concept-Concept Export

Exports a heatmap of the association scores between concepts.

Use it when you need a precise, tabular comparison of relationships that are explored visually in Galaxy.

Galaxy Concept-Filter Export

Exports association scores between active concepts and selected filters.

All documents are included as a reference. Select the filter values you want to compare before exporting.

This export is useful for identifying which concepts are more strongly associated with particular groups, categories, or segments.

Sentiment for Concept Export

Exports records for a selected concept with sentiment indicated by category and color coding.

Use it when you need to review how one concept appears across positive, negative and neutral contexts.

Sentiment Distribution Table Export

Exports concepts, exact-match counts, sentiment-category counts, sentiment percentages and example records for each concept.

Use it to compare the sentiment distribution of multiple concepts in a structured table.

Download matching records

Document downloads are available in XLSX or CSV format and are limited to 20,000 matching documents. Use the API for larger downloads.

The file reflects the current matching selection, so review all concepts and filters before downloading.

Prepare an export for others

An export should preserve enough context for someone else to understand it.

Before sharing:

  1. Confirm the text analysis project and data period

  2. Review active filters and concepts

  3. Check the denominator used for percentages

  4. Use the export type that matches the question

  5. Give the file a descriptive name

  6. Add a short explanation of what the export represents

  7. Include relevant limitations, such as a small subset or missing metadata

  8. Keep representative source records available to support the finding

Export is the bridge between discovering a pattern in Journey Insights Hub and using it in a spreadsheet, presentation, report, or downstream workflow.

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