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Visualize your highlights using charts

Combine the power of highlights on qualitative data with a quantitative visualization of your highlights using charts. To get started, click Charts while inside a project.

Chart filter
Chart filter

Filtering your charts

Slice and dice your chart data by round of research, demographic, and more to uncover patterns and insights.

Click Filter in the top right. Once you've chosen your filter, use the next two drop-downs to add and toggle on and off your selection. It’s common to filter highlight count by Note fields and Tags.

  • Filter by Note fields to explore key themes in how you categorize your research. For example, round of research, date field, or NPS.

  • Filter by a Tag to see commonly co-occurring themes in your tags. For example, pain points, leading causes, or loss causes.

Select New filter to overlay additional filters and bin to remove them.

Hide tags

To the right of the chart is the legend, you'll find a tag drop-down allowing you to hide tags that you don't need.

Click the Expand icon to expand a tag group, then click Select all to show bars for all of the tags within the group. From here, you can also select or deselect individual groups or tags to show on the chart by clicking the checkbox next to each group or tag.

By default, the chart only displays data for each group of tags. The number on the chart is a ‘roll-up’, calculated by adding together all of the numbers from the tags inside the group.

Chart metrics

Markup’s charts can show three metrics, each of which give you a slightly different perspective on your data.

  • Highlights by tag. This shows the total count of highlights created on notes. For example, if you have 6 notes and across those notes you’ve added 14 highlights, this would show 14.

  • Notes by tag. This is very similar to highlights by tag however it will only count an highlight at most once per note. Using the example above, this would show 6 rather than 14.

  • Tagged text volume. This shows the total character count per highlight. If your data is customer interview transcripts or user feedback, this metric can be useful to help you get an understanding of how much importance the subject places on this topic.

Chart types

To select your chart type, click Chart and then the type to display for each group or tag.

  • Bar chart. Displays your selected metric as varying horizontal lines.

  • Pie chart. Displays your selected metric as a proportionally divided circle.

  • Treemap. Displays your selected metric as proportional rectangles.

  • Radar plot. Displays your selected metric along a radial axis.

As you create new highlights in your project, all charts will be updated. Charts do not show historical data.

Export

Once you have configured the chart as you would like you can export it as a .jpeg to add to your presentations or share it with stakeholders by clicking the Download button.


FAQ

I filtered by a specific tag. Why am I seeing other tags?

Filtering by tags is not the same thing as showing or hiding tags. Use the right sidebar to deliberately show or hide tags and tag groups. Use filters to select which chart data you’d like to include to understand co-occurring themes.

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Authors

Kai Forsyth

Revenue Operations Lead

Article info

Last updated 2 September 2022
3 min read

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