The Summary Tables Dashboard

The Summary Tables Dashboard in MAXQDA Tailwind allows you to create and manage summary tables that provide an overview of how different topics appear across your documents. Each row in the table represents a document, and each column represents a topic. The cells contain AI-generated summaries of the topics for each document, allowing you to quickly review and analyze your data.

📚Creating a Summary Table

Once you have imported files and created topics, you can create a summary table following these steps:

1. Go to the sidebar navigation menu and select Summary Tables
2. Then, click the Create Table.

The dashboard will initially be empty if you haven't created any summary tables yet. Once you click to create a table, you can:

3. Add data by selecting files:
   • Click the Add Data button.
   • A dropdown menu will appear with a list of imported files. You can select individual files or choose Select All to include all files.
   • Click Apply to confirm your selection, or Cancel to abort.

   Note: After applying files, you will see a number indicator with a blue background displaying the count of selected files.

4. Add topics by selecting topics:
   • Click the Add Topics button.
   • A dropdown menu will appear with a list of existing topics. You can select individual topics or choose "Select All" to include all topics.
   • Click Apply to confirm your selection, or Apply to abort.

   Note: After applying topics, you will see a number indicator with a pink background displaying the count of selected topics.

5. Once both data and topics are applied, Tailwind will automatically generate the summary table. For example:

🌍 Interacting with Summary Tables

Each cell in the summary table contains an AI-generated summary of the topic for the corresponding document. These summaries have interactive references that open the "Document View" panel:

• Click on a reference in the cell to open the "Document View" panel, which slides out from the right side of the screen.
• The top section of the panel displays the AI summary of the document, and the bottom section shows the original document.
• When you click on a reference in the cell, the relevant paragraph is highlighted in the document within the "Document View" panel.
• To close the "Document View," click the Close icon at the top of the panel.

🔍Searching within Summary Tables

To search for words within a summary table:

1. Click the magnifying glass icon on the dashboard.
2. A search bar will appear, allowing you to enter your search query.

💥Editing Summary Table names

To edit the name of a summary table:

1. Click on the name of the table to activate the field and make it editable.
2. Edit the name as desired.
3. To save your edits, click the Done icon that appears once you click the field.
4. Alternatively, to discard your edits, click the Cancel icon.
5. If you accidentally clicked to edit a name or description and want to cancel, just click anywhere outside the field.

🔗Exporting Summary Tables

To export a summary table in Excel format, click the Export button.

Navigating back to the Summary Tables Dashboard

To return to the Summary Tables Dashboard, click the back icon located at the top of the page.

👋Deleting Summary Tables

To delete a summary table:

1. Hover your mouse over the item you want to delete.
2. The icon will appear. Click this icon.
3. Select the option to Delete .

What to expect from Tailwind’s AI output: Variation and safety

• Nuances in topic document summaries across projects with identical data
  When recreating a project from scratch with identical data, topic names and descriptions, you might observe slight variations in the summaries generated within a Summary Table cell. While the core content of these summaries will be very similar, the specific wording may differ.
• Consistency within projects
  Conversely, if you create two Summary Tables within the same project using the same files and topics, the summaries presented in the cells of both tables will be identical.
• For those interested in generative AI
  MAXQDA Tailwind utilizes large language models (LLMs) set to a low temperature of 0.1 (at least in the Beta phase). This setting aims to achieve a balance between consistent, high-quality output and subtle variations that can enhance diversity, reflecting the complexities of qualitative data analysis.
• Responsible AI
  Tailwind is committed to the responsible use of AI. Therefore, if the analyzed data includes content flagged as harmful, the generative AI model may be unable to generate document summaries.

🌈 Data Security

At MAXQDA, we take data protection very seriously. For more information on how we manage and safeguard your data, please visit our Data Protection Policy page.