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Power BI: Category and Theme Based Frameworks

The Category Based Frameworks page and its companion Theme Based Frameworks page are your deep-look analysis pages. They work similarly to the deep-look page on the Wordnerds platform, letting you explore your data by filtering progressively from broad categories down to individual themes. These two pages do essentially the same job at different levels of detail, category-based works with your theme categories, while theme-based works with frameworks made up of individual themes.

How to use this page

Understanding the four quadrants

The page is divided into four interactive quadrants that work together:

  • Top left: Your theme categories, shown as horizontal bars colour-coded by sentiment. The length of each bar represents the volume of comments in that category.
  • Bottom left: The individual themes within your data. This updates based on what you select in the top left.
  • Top right: A line graph tracking your selected KPI over time.
  • Bottom right: Crossover themes, the other themes that appear alongside whatever you've selected in the top left or bottom left.

Exploring your data progressively

Click on a category in the top left, for example, Communication and Engagement. Three things happen:

  1. The bottom left updates to show only the individual themes within that category, with their volumes and sentiment scores.
  2. The top right line graph updates to show how Communication and Engagement has performed over time for your selected KPI.
  3. The bottom right updates to show crossover themes, the other themes that appear in comments alongside Communication and Engagement.

Click on a specific theme in the bottom left (for example, Reporting a Query) and the graphs update again. The crossover themes now show only what appears alongside that theme. You can continue this process, clicking a crossover theme to filter everything else further. This progressive approach allows you to drill from broad category down to very specific theme combinations.

 

Shift-click for layered filtering

Hold Shift while clicking to keep your previous selection and add to it. You might click Communication and Engagement in the top left, then Shift-click Maintenance and Repairs, now you're looking at feedback that touches on either category. Or click one theme, then Shift-click another, your crossover themes will show what appears alongside either of those themes together. This is useful for building complex filters without having to start fresh each time.

 

Choosing your KPI

At the top of the page, toggle between volume, sentiment, and your business-specific KPI. In sentiment view, you can spot which categories or themes have the lowest scores. In volume view, you can see what's generating the most conversation. In KPI view, you can see which areas most impact your satisfaction scores.

The Theme Based Frameworks difference

On the Theme Based Frameworks page, the bottom right quadrant has an additional feature: Drivers of Negative Sentiment. This automatically ranks themes by how much they're driving negative feedback in your data, taking into account both sentiment and volume. It's useful for quickly bringing up your biggest pain points without having to manually sort through different metrics.

Sorting within quadrants

Within each quadrant, click the three dots and select Sort Axis to reorder the data. This helps you quickly identify outliers or patterns.

Tracking your filters

As you click around, it can be easy to lose track of what you've applied. Expand the menu bar on the right-hand side at any time to see all currently active filters. To start fresh, click Clear on any filter to remove those selections.

Drilling through to verbatim

You can drill through to verbatim from multiple points on this page. Click on any bar in the top left or bottom left quadrant, right-click, and select Drill through to verbatim. If you've applied multiple filters using Shift-click, all of those filters carry through, so you'll see only the comments that match all of your selected criteria.

You can also combine category and sentiment filtering: click a category in the top left, then Shift-click a sentiment category from the bars in the bottom left. Your crossover themes will then show only what appears alongside your selected category when the feedback is in that specific sentiment category. For example, selecting Safety and then Shift-clicking Very Negative shows what customers talk about alongside safety-related topics when they're most dissatisfied.

Key points

  • Purpose: Deep-look exploratory analysis allowing progressive filtering through categories and themes.
  • Four quadrants: Top left (categories), bottom left (themes), top right (KPI trend graph), bottom right (crossover themes or drivers of negative sentiment).
  • Progressive filtering: Click through quadrants to drill from broad categories down to specific theme combinations.
  • Shift-click layering: Hold Shift while clicking to select multiple items and create combined filters.
  • KPI selection: Toggle between volume, sentiment, and KPI score views.
  • Interactive updates: Each selection updates all other quadrants to reflect your filtered view.
  • Multiple drill-through points: Access verbatim from any quadrant, all applied filters carry through.

Use case

Use this page when:

  • You're doing exploratory analysis and don't have a specific question yet.
  • You want to understand relationships between different themes.
  • You're preparing a detailed report on a specific topic area.
  • You need to trace through from high-level categories down to specific themes and verbatim.

Zoe-1    ✍️ Article written by: Zoe, Customer Success Manager 

Still in need of some help? Give us an email on support@wordnerds.ai or reach out to your CSM directly.