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Tips for Best Results

  1. Clean your data — Remove test responses, duplicates
  2. Check encoding — Use UTF-8 for CSV files
  3. Handle blanks — They will be cleaned up automatically, so you don’t need to worry about them
  4. Consistent format — Same structure across all sheets
ScenarioRecommended Settings
First-time analysis, exploring dataAuto categories, 4% threshold
Tracking study with existing codesUse template, freeze codes ON
Detailed analysis neededLower threshold (1-2%), more categories
Executive summary neededHigher threshold (5-10%), fewer categories
  1. Check category names — Do they make sense for your data?
  2. Review “Other” — Are important themes being missed?
  3. Spot-check assignments — Verify a sample of codings
  4. Adjust if needed — Re-run with different settings