How to use the themes editor

The themes editor allows you to view and edit the base and sub-themes that Thematic has identified in your data. Editing these themes can improve the accuracy of Thematic and improve the quality and value of your analysis. Read more about best practices here.

Open the themes editor using the top-right drop-down menu

If you don't see an Edit themes option in the menu you haven't been given permission to edit themes. Check with your organization's administrator or reach out to your contact at Thematic if you're interested in being able to edit the themes.

Selecting the correct data set's themes

You may have access to multiple datasets, and they will all appear in the top-left drop-down. Make sure you're viewing the correct datasets' themes before editing. If you don't see a dataset, you haven't been given theme editing permissions for it. Check with your organization's administrator or reach out to your contact at Thematic to get this resolved.

Editing the themes

Base themes are listed the left, with each of their sub-themes indented under them. 

  • You can expand and collapse a base themes sub-themes with the left side plus or minus. 
  • A Merged tag means the theme has had other themes merged into it. 
  • The 0-6 vertical bars on the right estimate the volume of the theme, these will update as you make changes.
  • The plus icon next to the trash can creates a new sub-theme under that base theme.
  • The trash can icon allows you to delete a base or sub-theme. Deleting a base theme will delete all of its sub-themes

You can rearrange the themes by clicking and dragging them to their new location. Do this to make 

  • A new base theme
  • A new sub-theme
  • A new merged theme (A marged theme contains the mapped phrases of both themes)

Theme details and mapped phrases

Click on a theme to see more detailed information about it in the right section.

Theme name: Displayed at the top and what the theme is named in the analytic tools. Can be edited by clicking, renaming, then hitting enter.

Merged themes: Displayed any themes that have been merged into this one. You can unmerge any theme by clicking the circle arrow icon. The unmerged theme will be added to the themes list to the left. Unmerged themes will take their mapped phrases with them.

Mapped phrases: The list of phrases generated by Thematic that are used to tag comments with the theme. You can delete mapped phrases with the trash can icon to the right, or add a new mapped phrase at the bottom by typing them and hitting enter. 

Note: A mapped phrase may only appear under one theme. Adding a mapped phrase will remove any other uses if they exist.

Example Theme Comments: Shows comments from your data that have been tagged with the theme.

Additional theme displaying options

The buttons at the top of the themes editor give useful options. From left to right

  1. Collapses all base themes to minimize their sub-themes
  2. Expands all base themes to show their sub-themes
  3. Display theme volume estimates (Toggles on and off) Useful for focusing on larger themes, but can add lag depending on the size of the dataset
  4. Arranges the themes by
    1. Name (Alphabetically)
    2. Frequency (Estimated volume)
    3. New (Themes recently discovered)
    4. Review (Themes that should be reviewed)
    5. By hand (current order)
  5. Add a new base theme (You will be prompted to name it)
  6. Undo last action (Last action is detailed to the right)
  7. Re-do last actio

Saving changes

Any changes you make to the themes will be saved in a draft version automatically. If you want to apply the current set of themes to your data use the blue apply themes button in the top right.

Thematic will take up to 5 minutes to process and apply your new themes. You will receive an email when the new themes are visible in the analytic tools and dashboards.

Reverting changes

You can revert to the past 3 applied versions of your themes using the Revert Draft drop-down. You'll see details about who applied the themes and when. If you've made changes from the current live version, you can also revert the themes to the current version.

Click on a previous version to load those themes, then hit apply to return the live themes to that version.