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Move observations into groups

How to group observations in the Qualitative Insights tool

Updated over 4 months ago

Move observations into groups to visualize the connection between your data points

Review ungrouped cards from the card list

We know observations can be overwhelming. Depending on the size of your project, you may have anywhere from 100-1000 to sort through. To help you read and review your observations more effectively with less distraction, all observations will first appear on the card list for easy reviewing.

You can then drag them across to the affinity map and add them to groups, or create new groups with them. You can make this process even easier by applying filters to your data set.

Moving your cards into observation groups

Groups are automatically formed when cards are placed in close proximity to each other. You can move the observations in and out of a group or into new groups.

We recommend organizing the cards in your groups as you go, it makes life easier when you zoom out and look at your groups later.

Editing groups and colors

You can rename the groups to reflect the concept represented in the group.

Random colors are assigned when groups are formed in order to help you differentiate between them. You can change and assign custom colors to groups by right clicking on the group and selecting ‘Edit group color’.

Creating empty groups

Sometimes, before you even start analyzing, you might see a common topic or pattern already weaving its way through your observations. You can create an empty group first and then move relevant cards in there.

To do this, right click on the canvas and select ‘Create an empty group’.

View all your observation groups and stats in a list

Your groups will also show up in the "Observation Groups" table under the Analysis tab, giving you an alternative way to filter and analyze.

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