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How do I analyze the data in my project?

How do I analyze the data in my project?

Synthesize your project notes in the Analyze tab

Updated over a week ago

The Analyze tab is a dedicated space in each project for you to synthesize your research. You’ll find all the notes you made on the project files here. You have control over how you want to organize them and leverage Marvin’s features to derive insights.


By default, you’ll see all notes in the project in the “Analyze by Notes” option. Or you can group them by these options:

  1. Questions in the project discussion guides

  2. Files in the project

You can select which files and questions you want to consider. As you update your selection, the notes will keep changing.

3. Access all the notes in the project, arranged by the date on which you created them, starting with the most recent one.

View as list, cluster or graph

You can also pick a view that helps you visualize the information most easily. Toggle between these options from the toolbar:


1. As a note cluster

2. As a graph

3. And as a list

Information on each note

Each note will give you information about the context in which it was created.

  1. Note text and the meeting to which it is corresponds

Below the note you or your teammate made, you’ll see the name of the meeting.

Click “Show more” to expand the note.

2. Who created it and when

Beside the username and date, you may see this tag: “Marvin AI”. This means it is an auto note, created by Marvin’s AI. There’s also a gradient in the top left corner of all auto notes for you to identify them quickly.

If you toggle on the setting to “Show note transcript” in the three dots menu, you can also read the note along with the transcript of the corresponding clip.

4. Watch clip

If you click anywhere on the note, it’ll open up the corresponding clip for you to watch.

Filter notes

Use this information to find the notes that are most relevant to your hypothesis or report. You can use these features on the page to speed this up.

Search bar

Use the search bar to locate notes that match the text you type. Marvin will scan questions, note text and the transcript too while looking for matches.

Filters

You can also filter by label, file tag, participant data, survey metadata, sentiment, and creation date and user.

Select notes

Or manually select notes as you read them

  • To select a single note, select the check mark in the upper left corner.

  • To select multiple notes, use the keyboard shortcut Command + Click. (You can click anywhere on the note and not just on the check mark).

  • Select all notes in one go.You’ll see this shortcut under the question and file name in the list and cluster views.

We highly recommend that you use the search bar and filters to find the right notes. You’ll receive more targeted and in-depth answers when you summarize, ask a question or do in-depth research with AI.

AI features in the Analyze tab

Now that you have the data you want to work with, you can use Marvin’s AI to extract a range of insights.

Every time you use AI in this tab, Marvin will use the selected notes or all visible notes to generate an answer for you.

For example, if there are 205 notes in your project and you do not apply any filters, it will use all the notes in AI analysis. If you select just 2 notes, it will consider only the selected information while giving you an answer.

These are the 4 different kinds of AI analysis you can do

Summarize: Use this when you have a lot of information on one topic. Marvin can quickly extract the most important points from each note and list them down.

Ask AI: Use this when you have a specific question about your project you want to answer. We recommend you use the results to build further on your theory. Ask AI can help surface insights you may not have anticipated. Some of the useful ways in Ask AI can help you are to compare two things, find quotes and detect themes.

Quick analysis: Marvin’s AI is equipped to find themes and trends across your notes, and summarize them for you.

Detailed analysis: Advanced thematic and advanced emotion analysis take more time than quick analysis, but Marvin considers each selected note and categorizes it by theme or emotion.

You and your teammates will be able to access the AI analysis even after you’ve navigated away from the page. You’ll see a column for recent AI analysis listed under the grouping options.

Exporting notes and making reports

Once you’re done analyzing, you can add the information to an existing or new Insight report, Playlist, spreadsheet or export to an integrated app.

You can add notes as well as AI analysis to all of these options.

If you choose to add to an Insight, you can edit the report from the Analyze tab itself

You can also do multiple actions on individual notes, such as edit labels, delete, export and add to Insights and Playlists. You can either use the dedicated toolbar.

Or the three dots menu on each note.

Boards

If you use Canvas or Kanban boards to organize your notes, you can do this in the “Boards” tab.

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