Welcome to AnalyZ Solutions
AnalyZ Solutions covers the full research workflow: from loading and cleaning data, through statistical analysis and visualisation, to qualitative thematic coding. This guide walks you through every feature in detail.
What's in the platform
Typical workflows
Quantitative workflow
Qualitative workflow
Mixed-methods workflow
Account & Security
Creating an account
AnalyZ Solutions uses a secure, industry-standard authentication system to manage user accounts. No payment details are ever required.
Logging in and out
To log in, visit analyz.solutions or click Login from the landing page. Your email and password are the only credentials needed.
To log out, click the Log out button in the top-left corner of the sidebar inside the app. Your session is terminated immediately and all in-memory data is cleared.
Data security
| What | How it works |
|---|---|
| Data in transit | All communication between your browser and AnalyZ is encrypted with TLS (HTTPS). Data is never sent over plain HTTP. |
| Data in session | Uploaded files and analysis results are held in browser memory only for the duration of your session. By default they're discarded the moment you close the tab or log out. |
| Local device save (opt-in) | You can turn on Save on this device in the sidebar to keep a working copy in this browser's local storage across closes. This is off by default, stored only on your device (never our servers), and expires automatically after 24 hours. |
| Server storage | AnalyZ does not store your uploaded data on any server. No copies are kept after your session ends. |
| Saved sessions (.analyz.json files) | When you save a session, the file is downloaded directly to your own device. AnalyZ does not keep a copy server-side. |
| Account credentials | Passwords are never stored in plain text — only a secure hash is kept. AnalyZ staff cannot see your password. |
| Authentication tokens | Login sessions use short-lived JWT tokens that expire automatically. Logging out invalidates the token immediately. |
Guest mode vs. registered account
| Feature | Guest | Registered |
|---|---|---|
| Data limit | 50 rows / 1 MB | Unlimited |
| Qualitative files | 1 file / 1 MB | Up to 10 files / 250 MB |
| Session saving (.analyz.json) | ❌ | ✅ |
| Download data | ❌ | ✅ (CSV, Excel, Stata, SPSS) |
| All modules | ✅ | ✅ |
| Account required | ❌ | ✅ (free) |
Loading Data
Quantitative data
Use the sidebar on the left. Make sure the mode toggle at the top of the sidebar is set to Quantitative.
Multi-sheet Excel files
If your Excel file has more than one sheet containing data, AnalyZ will detect this and show a sheet picker in the sidebar. Select the sheet you want and click Load selected sheet.
Demo datasets
If you don't have data ready, use one of the demo buttons in the sidebar:
- Test data without labels — a 300-row survey dataset (age, income, gender, education, score, region, employment).
- Test data with labels — the same dataset with descriptive variable labels already applied.
Clearing loaded data
Click the ✕ button next to the filename in the sidebar. This removes the dataset from the session. All analysis results are cleared too.
Connecting via API
AnalyZ can pull data directly from survey platforms — no file download needed. Supported platforms include KoBo Toolbox, ODK Central, REDCap, Google Sheets, and any custom REST endpoint returning JSON or CSV.
Qualitative data
Switch the mode toggle in the sidebar to Qualitative. Then use the file uploader to load transcript files.
Saving & Restoring Sessions
Saving a session
AnalyZ saves both quantitative and qualitative work together in a single .analyz.json file. You can switch between modes within the same session and save everything at once.
Uploading a session file into the Quant or Qual picker instead
If you drop a .analyz.json file into the regular Upload button rather than Restore Session, AnalyZ still recognizes it — but only restores the matching half of the file:
- Via the Quantitative upload button: restores your dataset and any dashboard charts, but not transcripts or API connections.
- Via the Qualitative upload button: restores transcripts and coding only, nothing quantitative.
You'll see a status message noting what else is in the file and pointing you to Restore Session if you want everything at once. This is intentional — it lets you pull just the piece you need without disturbing what's already loaded elsewhere in the app.
Saving locally on this device
Separate from downloading a session file, AnalyZ can optionally keep a working copy of your session in this browser's local storage, so it's still there if you close the tab and come back. This is off by default and never sent to our servers either way.
⬇️ Downloading your data
Separate from session saving, the sidebar also has a ⬇ Download Data section that lets you export the current (possibly modified) dataset in your preferred format: CSV, Excel (.xlsx), Stata (.dta), or SPSS (.sav). Variable labels and value labels are embedded in the Stata and SPSS exports.
Data View
Data View is your first stop after loading a file. Use it to confirm everything loaded correctly and to get familiar with your variables before running any analysis.
The data table
Use the row range slider at the top of the controls bar to set which rows to display. Drag the left handle to set the start row and the right handle to set the end row — for example, drag to rows 100–300 to inspect a specific section of a large dataset. The label beside the slider shows the active range (e.g. 1–50). A missing value indicator appears automatically — a green badge if the dataset is complete, or an orange warning with a count if there are missing cells.
Showing value labels
Click Show value labels above the table. Any cell with a label mapping will display as 1 (Male) instead of just 1. Click again to return to raw values. When a dataset has value labels (e.g. imported from Stata or SPSS), this toggle is switched on automatically — so you see decoded labels by default and can turn them off to inspect raw codes.
Column details
Expand the Column details section below the table for a full inventory of every variable:
| Field | What it shows |
|---|---|
| Label | Human-readable variable description (if one has been added) |
| Value labels | Mappings e.g. 1 = Male, 2 = Female |
| Type | Data type (int64, float64, object, etc.) |
| Non-null | Count of rows with a value |
| Nulls | Count of missing values |
| Unique | Number of distinct values |
| Sample | The first non-missing value in the column |
Editing variable labels
Expand Edit variable labels at the bottom of the page. Select a variable, type a descriptive label (e.g. "Age of respondent in years"), and click Save label. Labels appear throughout the app wherever that variable is used. Leave the field blank and click Save to clear a label.
Data Management
Data Management gives you a full set of data preparation tools without writing any code. A live row / column / missing-value count is shown at the top of each action screen. Every action is undoable (up to 10 steps).
Variable Types
AnalyZ auto-detects variable types. Numeric columns with more than 10 unique values are treated as continuous; those with 10 or fewer unique values are treated as categorical.
Use Variable Types to override this for individual columns — for example, a Likert scale coded 1–5 has more than 10 possible values if recoded but represents categories. Getting types right is important because they control which tests and chart options appear throughout the app.
Create Variable
Add a new column to the dataset using one of four methods:
- Formula — arithmetic using existing columns (e.g.
score / age) - Constant — a fixed value for all rows
- Conditional (if/else) — e.g. if score > 50 then "Pass" else "Fail"
- Sum / Mean of items — aggregate multiple scale items into a composite score
Give the new variable a name, choose its data type, and optionally add a label and value labels before clicking Create.
Recode Variable
Map old values to new values — for example, collapse age groups or reverse-score Likert items. Select the source variable, add value mappings row by row (old value → new value), give the result a name, and click Apply. The original variable is preserved; the recoded version is added as a new column.
Rename Variable
Select a variable and type its new name. The rename is reflected everywhere in the app immediately.
Delete Variables / Delete Observations
Delete Variables removes one or more columns. A preview shows what the dataset will look like before you confirm.
Delete Observations removes rows matching a filter condition you define (e.g. age < 18).
Manage Duplicates
Identifies fully duplicated rows, or duplicates based on a key column you choose. Preview the duplicates, then remove them keeping either the first or last occurrence.
🔗 Merge Data
Join a second dataset to the current one using a common key variable. Choose a join type:
| Join type | Behaviour |
|---|---|
| Inner | Keep only rows that match in both datasets |
| Left | Keep all rows from the current dataset; add columns from the second where they match |
| Right | Keep all rows from the second dataset; add columns from the current where they match |
| Outer | Keep all rows from both datasets; fill gaps with missing values |
📥 Append Data
Stack a second dataset on top of the current one (row-wise). Columns present in one dataset but not the other are filled with missing values. Useful for combining data collected in batches (e.g. survey wave 1 and wave 2).
🔀 Split Column
Splits a text column into multiple new columns using a delimiter you specify (comma, space, semicolon, pipe, tab, or any custom string). Each part becomes a separate column named colname_A, colname_B, colname_C, and so on, inserted immediately after the source column.
Use Preview split before applying to verify how the delimiter will divide the values. Useful for columns such as "A B C", "Yes, No, Maybe", or multi-response fields encoded as delimited strings.
Reshape Data
Converts your dataset between wide and long formats — the two fundamental data structures in analysis:
| Direction | When to use | How it works |
|---|---|---|
| Wide → Long | Repeated-measures or longitudinal analysis; many value columns represent the same measurement at different times or conditions | Select ID variables (columns to keep) and value variables (columns to unpivot). Each value variable becomes a row. Uses pd.melt(). |
| Long → Wide | Creating a summary matrix; pivoting category values into columns | Select an index column (row identifier), a columns variable (whose unique values become column headers), and a values column. Uses pd.pivot_table() with an aggregation function you choose. |
↩ Undo
The ↩ Undo button in the sidebar rolls back the last data management action. Up to 10 steps of history are maintained. The dataset, variable labels, and value labels are all restored together.
Descriptive Analysis
Descriptive Analysis has five analysis types presented as clickable cards on the module home screen. Cards are ordered to match a typical analysis workflow. Click any card to open that analysis. Use the Back button to return to the card selection. Use the optional 🔍 Filter data panel to restrict any analysis to a sub-group.
🔍 Data Quality
Run a full audit of your dataset before analysis. For every variable, the check reports: missing value count and percentage, duplicate values, whether the column is constant (only one unique value), and outliers (values beyond 3 standard deviations, for numeric columns). Results are colour-coded — red for high missing (>30%), orange for moderate missing (10–30%), and green (OK) for clean columns.
Run this first, before any other analysis, to catch data quality issues that could distort your results.
Frequency
Shows how often each value appears in a variable, with counts, percentages, valid percentages, and cumulative percentages.
🔲 Cross-Tabulate
Produces a contingency table showing how two categorical variables relate to each other — counts with row and column percentages. A chi-square test of independence is included automatically.
Select a Row variable and a Column variable (both should be categorical), then click Generate.
📋 Table
Creates a professional grouped summary table — means and standard deviations for selected continuous variables, broken down by a categorical grouping variable. This is the "Table 1" (characteristics table) commonly seen in academic papers.
Summary Statistics
Produces a full numeric profile for selected continuous variables:
- Mean, median, mode
- Standard deviation, variance, range
- Minimum, maximum, Q1, Q3
- Skewness and kurtosis
Inferential Analysis
Inferential Analysis is organised into four groups. Select a group, then choose the specific test. Every result includes an automated plain-language interpretation.
Test groups & available tests
| Group | Tests available |
|---|---|
| Means | Independent t-test, One-sample t-test, Paired t-test, One-way ANOVA, Two-way ANOVA |
| Percentages | Chi-square test, Z-test for Proportion |
| Correlation | Pearson Correlation, Spearman Correlation |
| Regression | Linear, Logistic, Probit, Multinomial, Ordinal, Hierarchical Regression |
Means
Independent t-test
What it does: Compares the means of two independent groups to determine whether the difference is statistically significant.
What you will see: Group means, mean difference, t-statistic, degrees of freedom, p-value, 95% confidence interval, and Cohen's d effect size.
One-sample t-test
Tests whether a sample mean differs significantly from a known or hypothesised value. Enter the Test value (the benchmark you want to compare against).
Paired t-test
Compares two measurements from the same subjects (e.g. pre-test and post-test scores). Select the two numeric variables representing each measurement.
One-way ANOVA
What it does: Compares means across three or more groups simultaneously, testing whether at least one group differs from the others.
What you will see: ANOVA table, F-statistic, p-value, eta-squared (η²) effect size, and Tukey HSD post-hoc pairwise comparisons when the overall test is significant.
Two-way ANOVA
Tests the effect of two categorical factors on a numeric outcome, including their interaction. Select a dependent variable and two grouping variables.
Percentages
Chi-square test
What it does: Tests whether two categorical variables are independent — i.e. whether the distribution of one variable differs across categories of the other.
What you will see: A contingency table showing observed and expected counts, the chi-square statistic (χ²), degrees of freedom, p-value, and Cramér's V effect size.
Z-test for Proportion
Tests whether an observed proportion differs significantly from a benchmark (e.g. is the approval rate significantly different from 50%?). Enter the variable, the value to count as a "success," and the benchmark proportion.
Correlation
Pearson Correlation
What it does: Measures the strength and direction of the linear relationship between two or more numeric variables.
What you will see: A correlation matrix with r values, significance stars, and p-values for each pair.
Spearman Correlation
What it does: Rank-based correlation suitable for ordinal data or when the normality assumption cannot be met.
What you will see: Spearman's rho (ρ) correlation matrix with significance indicators.
Regression
Linear Regression
What it does: Models the relationship between one or more predictor variables and a continuous numeric outcome, showing which predictors have a significant effect and by how much.
What you will see: Coefficient table (β, standard error, t-statistic, p-value, 95% CI), R², adjusted R², F-test, and plain-language interpretation per predictor.
Logistic Regression
What it does: Predicts the probability of a binary outcome (yes/no, pass/fail, dropout/retained) from one or more predictors.
What you will see: Odds ratios, coefficient table, model fit statistics (log-likelihood, AIC, pseudo-R²), and classification accuracy.
Ordinal Regression
For ordinal outcomes (e.g. a 5-point satisfaction scale used as a dependent variable). Uses a proportional odds model.
Multinomial Regression
For nominal outcomes with three or more categories. Compares each category to a reference category you select.
Hierarchical Regression
Build a regression model in sequential blocks to test how much each additional set of predictors improves explanatory power (ΔR²).
📖 Reading the output
All tests use standard significance thresholds: *** p < .001, ** p < .01, * p < .05, ns p ≥ .05. Each result section ends with a plain-language interpretation paragraph suitable for direct use in a report.
Data Visualization
The Visualization module opens with a card selection screen. Choose Single Chart to build and explore one chart at a time, or Multi-chart Dashboard to build multiple charts side by side and view them together. After selecting a mode, a tab bar at the top allows switching between the two modes without going back to the card screen. Use the Back link beside the tabs to return to the card selection.
Available chart types
Comparisons
| Chart | Best for | Variables needed |
|---|---|---|
| Bar | Frequency or value of a category | 1 category (+ optional split) |
| Stacked Bar | Part-of-whole comparison across groups | 1 category + 1 group variable |
| Scatter | Relationship between two numeric variables | 2 numeric |
| Bubble | Three-variable relationships (size encodes a third variable) | 3 numeric |
| Quadrant | Two-axis positioning with centre reference lines | 2 numeric + 1 label |
| Range chart | Min–max or CI ranges across categories | 1 label + 2 numeric (lo/hi) |
Trends
| Chart | Best for | Variables needed |
|---|---|---|
| Line | Change over time or ordered categories | 1 X column + 1 numeric |
| Area | Cumulative trends over time | 1 X column + 1 numeric |
| Streamgraph | Stacked proportional flow over time by category | X + numeric + 1 category |
Part-of-whole
| Chart | Best for | Variables needed |
|---|---|---|
| Pie | Proportions of a whole | 1 category variable |
| Donut | Same as pie, modern hollow style | 1 category variable |
| Semi-circle donut | KPI / single-proportion display | 1 category variable |
| Sunburst | Hierarchical part-of-whole with nested rings | 1 label + optional parent column |
Relationships & Patterns
| Chart | Best for | Variables needed |
|---|---|---|
| Heatmap | Correlation matrix across multiple variables | 2+ numeric |
| Contour | Density surface over two numeric variables | 2 numeric |
| Radar | Multivariate comparison on radial axes | 1 category + 1 numeric |
| Radial Bar | Circular bar chart for part-of-whole comparisons | 1 category + 1 numeric |
| Sankey | Flow between two sets of categories | 2 category columns |
Distributions
| Chart | Best for | Variables needed |
|---|---|---|
| Histogram | Distribution of a single numeric variable | 1 numeric |
| Boxplot | Spread and outliers across groups | 1 numeric (+ optional group) |
| Violin | Full distribution shape across groups | 1 numeric (+ optional group) |
| Density plot | Smooth probability density curve | 2 numeric |
| Radial histogram | Circular frequency distribution (e.g. directional data) | 1 numeric |
| Forest plot | Effect sizes with confidence intervals (meta-analysis) | Label + effect + CI lo/hi columns |
| Circular gauge | Single KPI against a target value | 1 numeric |
Building a chart
Editing a chart
Expand the 🎨 Edit chart panel below any chart to customise:
- Chart title, X-axis label, Y-axis label
- Font size and text colour
- Bar / marker colour
- Background colour
- Axis minimum and maximum values
Click Apply changes to update the chart. Changes persist for the session.
Multi-chart dashboard
Build a first chart and click + Add to dashboard. Build a second chart and add it. AnalyZ switches automatically to dashboard mode, laying charts out in a responsive grid. You can continue adding charts.
Cross-filtering
In the dashboard view, clicking a bar, pie slice, or data point cross-filters all other charts simultaneously — the selected value is highlighted and other values are dimmed. This lets stakeholders explore patterns across charts interactively. Hold Ctrl / Cmd and click to select multiple values across multiple charts at once. Click the same point again to clear the filter.
AI-assisted chart interpretation
Each chart in the dashboard has an AnalyZense button that generates a plain-language interpretation of that specific chart — what the pattern means, what stands out, and what it might imply. The AI works from the chart's summary data, never your raw dataset.
Sharing the dashboard
Click Share dashboard to publish the dashboard as a live link. Anyone with the link can view and interact with the dashboard in their browser — including cross-filtering — with no AnalyZ account required. The link can be revoked at any time from the dashboard view.
Downloading the dashboard
Click Download as HTML to save the entire dashboard as a single interactive HTML file. This file can be opened in any browser, shared as an email attachment, or embedded in a website. Cross-filtering works in the downloaded file without any internet connection.
Add to Data Canvas
Any chart in the builder or dashboard can be sent to a Data Canvas story using the Add to Canvas button. A modal opens where you write the slide headline and choose the destination canvas. The slide is added in the background — you continue working in the dashboard without losing your place. See the Data Canvas guide for how to build and publish a narrative story.
Downloading charts
Three export formats are available below every chart: PNG (high-resolution static image), JPG (compressed static image), and HTML (fully interactive — zoom, hover, pan).
Scale & Reliability
This module is for researchers using multi-item scales. The module opens to three clickable cards — choose your analysis and click the card to open it. Use Back to return to the card selection. Results can be exported to Excel or Word.
| Analysis | When to use |
|---|---|
| Cronbach's Alpha | Check if your scale items reliably measure the same construct |
| 🔷 PCA | Reduce many variables into a smaller number of components |
| 🔬 EFA | Uncover hidden latent factors behind your item correlations |
Cronbach's Alpha
What it does: Measures internal consistency — whether a set of scale items all reliably measure the same underlying construct.
What you will see: The overall alpha coefficient, an inter-item correlation matrix, and item-total statistics including alpha if item deleted for each item.
| Alpha value | Interpretation |
|---|---|
| ≥ 0.90 | Excellent |
| 0.80 – 0.89 | Good |
| 0.70 – 0.79 | Acceptable |
| 0.60 – 0.69 | Questionable |
| < 0.60 | Poor — consider revising the scale |
Principal Component Analysis (PCA)
What it does: Reduces a large set of variables into a smaller number of uncorrelated components that capture the most variance. Use when your goal is to simplify your data, remove multicollinearity, or create composite scores for use in regression or other analyses.
What you will see: A scree plot, component loadings table, and total variance explained per component.
Exploratory Factor Analysis (EFA)
What it does: Uncovers the latent factors underlying a set of observed variables. Unlike PCA, EFA assumes that your observed variables (e.g. questionnaire items) are caused by a smaller number of unobserved constructs (factors). Use it when you want to understand the theoretical structure beneath your items.
What you will see: Factor loadings table, eigenvalues, variance explained, a scree plot, and a factor correlation matrix (for oblique rotations).
Sample Size Estimation
This module does not require a loaded dataset — it is a planning tool used before data collection. It helps you calculate the minimum number of participants needed for your specific study design. Select a calculator tab, fill in the parameters, and click Calculate sample size.
🧮 Nine study design calculators
| Calculator | Use when | Key inputs |
|---|---|---|
| 🎲 Simple Random (SRS) | Selecting participants completely at random from a population with no prior proportion estimate. Uses p = 0.5 (maximum variance). | Confidence level, margin of error, optional population size (enables finite population correction) |
| 📊 Known Proportion | You already have an estimate of prevalence from a prior study. A better estimate may reduce the required sample. | Confidence level, margin of error, expected proportion, optional population size |
| 🏘 Cluster Sampling | You randomly select groups (villages, schools, facilities) and survey within each. Common in field surveys without a full population list. | Confidence level, margin of error, design effect (DEFF), average cluster size |
| 🗂 Stratified Sampling | Population divided into subgroups (e.g. urban/rural) sampled separately. Ensures all subgroups are represented. | Confidence level, margin of error, stratum names and population sizes (proportionate allocation) |
| ⚖️ Case-Control | Comparing people who experienced an outcome (cases) with those who did not (controls). Common in health research. | Confidence level, power, exposure rate in controls, odds ratio to detect, controls-per-case ratio |
| 📷 Cross-Sectional | Measuring prevalence at a single point in time. Does not track change over time. | Confidence level, expected prevalence, margin of error, optional population size, expected non-response rate |
| 📅 Longitudinal Study | Following the same participants over multiple time points. Accounts for dropout between rounds. | Confidence level, margin of error, number of waves, attrition per wave, optional population size |
| 🔬 Randomized Controlled Trial (RCT) | Random assignment to treatment vs. control. Gold standard for impact evaluation. | Confidence level, power, outcome rate in control group, outcome rate in treatment group, expected attrition |
| 📈 Change in Proportion | Detecting whether a proportion changed between two time points or groups (e.g. employment rate before/after a programme). | Confidence level, power, baseline proportion, expected endline proportion |
⚙️ Common parameters
| Parameter | What it means | Typical value |
|---|---|---|
| Confidence level | Probability that the true value falls within your margin of error | 95% (α = 0.05) |
| Margin of error | Acceptable range of error around the estimate (±) | 5% |
| Statistical power | Probability of detecting a true effect if it exists (1 − β) | 80% or 90% |
| Design effect (DEFF) | Inflation factor for cluster designs due to within-cluster similarity | 1.5–2.0 (typical field surveys) |
📖 Reading the output
Each calculator shows:
- The primary sample size in large text (e.g. per arm for RCT, total for SRS)
- Secondary figures such as total across both arms, with and without attrition adjustment, or per-stratum allocations
- An interpretation panel with colour-coded guidance and any design-specific caveats
- The formula used — shown in monospace at the bottom for transparency and citation
Qualitative Analysis
The Qualitative module is organised into four sub-modules. Load your transcripts first (see Loading Data → Qualitative data), then open Qualitative Analysis from the home screen. Use the buttons below to jump directly to any sub-module's guide.
🔄 Recommended workflow
View Transcripts
This sub-module opens with a card selection screen. Choose Transcripts (reading and editing) or Transcript Settings (tagging). Use the Back button to return to the card selection at any time.
Reading and editing
Select a transcript from the dropdown. The text shows in read-only mode by default. Click ✏️ Edit to switch to edit mode — the text area becomes editable. When done, click 💾 Save to commit changes to the session, or Cancel to discard. Click 💾 Download to save a copy to your computer as a Markdown file.
Transcript Settings — tagging transcripts
Define tag categories to classify each transcript by participant attributes. This enables grouped comparisons in Explore Themes.
Thematic Coding
What it does: Assigns meaning to sections of your transcripts by tagging them with codes — labels that capture what is happening in that passage. Over time, a pattern of codes builds into themes that describe recurring ideas, experiences, or perspectives in your data.
What you will see: A two-panel screen — transcript on the left, coding panel on the right. Coded passages are underlined in colour. All coded segments are stored in your session and accessible in Review Codes.
Thematic Coding opens with a card selection screen — Manage Codes (your codebook), Assign Codes (the coding workspace), and Review Codes (audit all coded segments). Click a card to enter that section. Use the Back button to return to the card selection at any time.
Manage Codes — building your codebook
Click ➕ Add new code. Enter a code name (e.g. Housing Insecurity), choose a colour, and optionally add a description. Click Add code. Each code shows a usage count (how many segments it has been assigned to). Codes can be edited (✏️ button — opens an inline form) or deleted (🗑 button — also removes the code from all segments).
Assign Codes — the coding workflow
The screen is split: transcript on the left, Coding Panel on the right.
Review Codes — auditing all segments
Browse every coded segment across all transcripts. Filter by code to check consistency. Use this before Explore Themes to catch mis-codings or orphaned segments. Segments can be deleted from here (🗑).
Explore Themes
Requires coded segments to be present. The module opens with a card selection screen — click any card to enter that view. Use the Back button to return to the card selection. Each view includes an automated plain-language interpretation expandable via the Interpretation panel.
| Card | What it shows | Best for |
|---|---|---|
| Overview | Word count, sentence count, coded segments, and top words per transcript | First stop — assessing coverage and readiness before deeper analysis |
| Code Frequency | Bar chart of how many segments each code appears in, with a code × transcript heatmap | Identifying dominant vs. minor themes and comparing across participants |
| Word Cloud | Most frequent words across all transcript text (stopwords removed). Filter by transcript or coded segments only. | Understanding overall vocabulary; spotting terms that may need their own code |
| Word Search | Keyword-in-context (KWIC) search — finds every sentence containing a term across all transcripts | Checking how a specific word or concept is used; verifying whether a new code is warranted |
| Saturation | Line chart showing new codes introduced per transcript (cumulative codebook growth) | Assessing whether coding has reached thematic saturation — a flat line means no new themes are emerging |
| Comparative | Code frequency broken down by participant tag (e.g. by gender, site, role) | Comparing theme prevalence across subgroups defined in Transcript Settings |
Analyze Relationships
Explores structural relationships between codes across your corpus. Requires at least 2 codes and 1 coded segment. The module opens with a card selection screen — click any card to enter that view. Each view includes an automated plain-language interpretation.
| Card | What it shows | How to read it |
|---|---|---|
| Co-occurrence | Heatmap and ranked table of how often each code pair appears in the same segment | High counts indicate themes discussed together — strong candidates for a higher-level theme label |
| Network | Force graph where codes are nodes (sized by frequency) and edges represent co-occurrences | Hub codes with many connections are likely core themes; isolated codes may be peripheral or under-coded |
| Exclusivity | Exclusivity score for each code pair — how rarely they appear together (1.0 = never together, 0.0 = always together) | Highly exclusive codes occupy separate conceptual territory; pairs that score near 0 may overlap or belong to the same theme |
| Clustering | Jaccard similarity matrix and presence heatmap — codes that appear in the same transcripts are grouped together | Tight clusters of similar codes are candidates for higher-level theme labels in your thematic structure |
| Segment Length | Average word count per coded segment for each code | Longer segments suggest themes that participants elaborate on in depth — potentially emotionally significant or complex topics |
| Sequences | Sankey diagram of code-to-code transitions — the order themes follow one another in transcripts | Dominant transitions reveal narrative structure and causal reasoning (e.g. theme A consistently leads into theme B) |
Technical note — Code clustering: AnalyZ clusters codes using hierarchical clustering on a co-occurrence distance matrix. Codes that frequently appear together are grouped first. The resulting dendrogram shows the hierarchical relationship between all codes. Cut the dendrogram at a height that produces a meaningful number of clusters for your data.
Sense Making
Sense Making brings together the analyses you have run across any module — quantitative tests, qualitative codes, visualisations — and uses AI to synthesise them into a single coherent interpretation. Instead of describing each result individually, the AI identifies patterns, connections, and contradictions across your full body of evidence.
How it works
Projects
A project is a named collection of analyses grouped for a specific synthesis. Key facts:
- You can have multiple projects — one per research question, study, or deliverable.
- Each project holds up to 20 analyses. A warning appears at 15; the button is blocked at 20.
- Projects are private to your account — no other user can see them.
- Deleting a project permanently removes all its analyses and conversation history.
- You can copy an analysis from one project to another from inside the project workspace.
Interpretation modes
Choose a mode in the project workspace before interpreting. The mode persists and can be changed at any time — switching mode and re-interpreting is one click.
| Mode | Best for | Style |
|---|---|---|
| Plain language | Non-specialist audiences, internal reads | Simple words, short sentences, jargon-free |
| Academic | Research reports, papers, dissertations | Formal tone, statistical terminology, methodology references |
| Executive summary | Leadership briefings, decision-makers | Concise, action-oriented, implications-first |
| Narrative | Donor reports, public summaries | Flowing prose, story-driven, accessible |
Context field
The context field (in the project workspace) tells the AI what this project is about. It is optional but significantly improves interpretation quality. Good context includes:
- The research question or objective
- How the data was collected (e.g. "survey of 300 B2B clients")
- Who the findings are for
- Any hypotheses you want tested or confirmed
Context is saved to the project automatically when you click 💾 Save context.
Follow-up questions
After the initial interpretation, a chat input appears. You can ask follow-up questions to refine or extend the synthesis. Examples:
- "What might explain the contradiction between the t-test result and the qualitative themes?"
- "Focus more on the findings for the female sub-group."
- "Summarise the three most important findings in one paragraph."
- "What are the limitations of this analysis?"
The AI uses the full conversation history and original analyses when answering. Conversations are saved and can be resumed any time by opening the project.
Exporting the interpretation
Click ⬇ Export to Word in the synthesis view. The downloaded .docx file includes:
- Project title and interpretation mode
- Research context (if provided)
- Numbered list of all analyses included, with module type and user notes
- Full AI interpretation
- Follow-up questions and responses (if any)
Privacy and the AI
The AI receives no raw data. It only sees what you explicitly added to the project: aggregated statistics, auto-generated interpretation text from each module, and any notes you wrote. Your dataset stays in your browser session and is never transmitted to the AI.
Data Canvas
Data Canvas — turns your analysis outputs into a scrollable, shareable narrative. Where the dashboard lets people explore data interactively, Data Canvas tells the story of what the data means for a non-technical audience — donors, community members, board members, or anyone who needs to understand findings without doing the analysis themselves.
Open Data Canvas from the home page card or the sidebar navigation.
Slide types
| Type | Source | Best for |
|---|---|---|
| Chart | Visualization module, or AI-converted from a table | Visual findings — bar charts, pie charts, trend lines |
| Table | Any analysis module (descriptive, inferential, qualitative) | Frequency tables, crosstabs, test statistics |
| Quote | Thematic Coding — coded segments | Participant voices and verbatim evidence |
| Infographic | AI-generated from a table or chart | Visual summary for non-technical audiences |
| Text | Written directly in the builder | Bridging narrative between sections |
Adding slides from analysis modules from analysis modules
Every analysis output across all modules has an Add to Canvas button below the export buttons. Clicking it opens a modal where you:
- Write the slide headline — the plain-language insight title
- Choose which canvas to send it to (or create a new canvas inline)
- Confirm — the slide is added in the background while you continue working
For participant quotes: in the Thematic Coding module, each coded segment has an Add Quote to Canvas button. The quote text, speaker label, and code are carried across automatically.
Building in the canvas
AnalyZense AI features
| Action | Where | What it does | Monthly limit (free) |
|---|---|---|---|
| Draft all headlines | AI bar (above slide list) | Generates plain-language insight headlines for every slide in one call | 5 |
| Draft all context | AI bar (above slide list) | Writes audience-facing context paragraphs for every slide | 5 |
| Convert to chart | Per slide — table slides | AI converts a table into the most appropriate chart | 10 combined |
| Improve formatting | Per slide — chart slides | Refines chart colours, labels, margins, and layout | |
| Generate infographic | Per slide — table or chart slides | Creates a self-contained visual infographic from the data | 3 |
| Refine | Per slide — chart or infographic slides | Apply a plain-language instruction (e.g. "use horizontal bars", "highlight the highest value") | 10 |
Public viewer
The public story is available at /story-building/story/[slug]. Readers see:
- The story title, description, and AnalyZ branding at the top
- Each slide in sequence — numbered insight, headline, visual (chart / table / quote / infographic), and context paragraph
- Side navigation dots on desktop for jumping between insights
- A floating previous / next bar when there are multiple slides
- Charts remain fully interactive — hover, zoom, and pan work in the viewer
No account, no login, no software required to view. The link works on mobile and desktop.
Canvas settings
- Title and description — shown at the top of the public viewer
- Custom slug — set a short word for the URL (e.g.
/story-building/story/q3-evaluation). Must be unique across all public stories. - Public / Private toggle — switch a published story back to private at any time. The link stops working immediately.
- Delete canvas — permanently removes all slides and the public link
Privacy and the AI
All Data Canvas AI features work from the slide content you have built — headlines, context text, chart summaries, and table data visible in the canvas. Your raw dataset is never sent to the AI. Participant quotes are sent as written text only — no metadata from your dataset accompanies them.
Exporting Results
Tables
Every analysis module that produces a results table includes export buttons below the output. Tables can be downloaded as:
- Excel (.xlsx) — multiple sheets when there are several result tables
- Word (.docx) — formatted document ready for insertion into a report
Charts
All charts in the Visualization module and frequency charts in Descriptive Analysis can be downloaded as:
- PNG — high-resolution static image (ideal for papers and slide decks)
- JPG — compressed static image
- HTML — fully interactive chart that can be opened in any browser, shared, or embedded
💾 Dataset
Use ⬇ Download Data in the sidebar to export your current (possibly modified) dataset. Available formats:
| Format | Best for |
|---|---|
| CSV | Universal compatibility; no labels embedded |
| Excel (.xlsx) | Easy to open and share; no labels embedded |
| Stata (.dta) | Variable labels and value labels are fully preserved |
| SPSS (.sav) | Variable labels and value labels are fully preserved |
💼 Sessions
Use 💾 Save Session in the sidebar to download a complete snapshot of your work as a .analyz.json file — dataset, labels, variable type overrides, connected API sources, dashboard charts, and (for qualitative sessions) all transcripts and coded segments. Click 📂 Restore Session at any time to load that file back in and resume your exact session.