Overview of Codes

It might be of interest to take a look at how many times each code was assigned to individual, multiple, or all documents. Next to the visual display of the Code Matrix Browser you can also open the Overview of Codes, which you can found in several places in the program:

  • In the Reports tab,
  • In the context menu at the root of the “Document System”,
  • In the context menu of a Document Group or Document Set, or
  • In the context menu of an individual document.
Open the Overview of Codes in the context menu of a Document Group

A table view of all of the codes that occur in the relevant documents will appear. The table may contain more or fewer lines depending on the place in the program from which it was called up. In the title of the overview you can see which documents the overview applies to and to how many (different) codes in the document a segment is assigned.

Please note: When the “Overview of Codes” is opened in the Reports tabit contains also codes to which no coded segment is assigned. Otherwise, only codes to which at least one coded segment is assigned in the relevant document will be displayed.
Overview of codes for all documents (see top left) with 33 codes (see top right)

The other columns consist of:

  • Code – the name of the code that appears in the “Code System”
  • Parent code – Here the parent code is displayed for the easier assignment of codes. If the “Parent code” column is empty, the code in this row belongs to the top level of the code system.
  • Coded segments of all documents – The number of segments in the analyzed documents that have been coded with a particular code or subcode.
  • Coded segments of activated documents – Takes only activated documents into account. If this column displays all zeros, then presumably because no documents are selected. Once you can activate documents, you can directly observe how the values in this column change.
  • % Coded segments of all documents – The share of segments that have been coded with the particular code or subcode, in relation to the total number of coded segments in column “All coded segments”. The sum of the column is 100%.
  • % Coded segments of activated documents – As in the “All coded segments %” column, but takes only activated documents into account.
  • Documents – Number of documents in which the code or subcode appears
  • Code alias – Alternative name for a code with up to 255 characters, that e.g. may be exported in the Smart Publisher report instead of the code name itself.

Right-clicking a row opens a context menu with various options, you can open the Overview of coded segments or Overview of linked memos, for example. You can also change the color attribute of a code from this menu.

A toolbar is displayed above the “Overview of codes” from which the following special functions can be accessed:

Aggregate on 1st level – Only the codes at the top level of the code system will be displayed. Here, the code frequencies of the subcodes are added, as well as the number of documents in which the code occurs.

Statistics – Displays the values of the columns “All coded segments” and “Activated coded segments” as a frequency table or chart. For more Information regarding frequency tables and Charts see Frequency Tables and Charts for Subcodes