Use this guide to kickstart your Daylight experience.
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Now that you have an account on Daylight and access to a Workspace, the next step is to upload some text data to analyze. You can refer to the Using different data sources with Daylight page for some pointers on different types of text data to consider. You will also want to include some metadata to provide context for the text data, such as demographic information, dates, scores, etc. Metadata can be used to filter the data to analyze a subset of the data set, and numerical data can be used in Drivers analysis, which you will learn about later in this document.
Key vocabulary
Before we get started, here are some terms that we will be using throughout this section of the document.
A verbatim is the conversational text component of the sample you have collected.
A document is a row of your source data, including the conversational text and any associated metadata.
Metadata is structured data that creates context for text responses. Metadata may include demographics, dates, scores, or product details.
A CSV file, or comma-separated value file, is a plain-text file format that is used to organize data. CSV files exclude styling information that is included in an Excel XLS or XLSX file formats. You can export a CSV file from most spreadsheet editors.
Data Fields
The following table describes the types of data that can be included in the data to be uploaded. The first row of the data will be used as the name of the data in that column. You will need to designate the data type for each column of the uploaded data during the uploading process. There are two ways to do this:
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In both cases, a single metadata field will be created with multiple values.
Supported languages and multilingual datasets
Daylight is capable of performing analysis natively in 15 languages. For best results with a multilingual dataset, split your data into one language per upload file. Each language will be uploaded and analyzed as its own Project.
Save as a CSV file
To upload your data to Daylight, save the file in CSV format, and make sure that the file extension is .csv. Daylight will also accept similarly formatted files, such as a tab separated value (TSV) file. In this case, make sure that the file extension is .tsv.
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To upload a file and create a new Project, go to the Project page and click on the New project button on the top right corner of the page. You can get to the Project page by clicking the Luminoso logo or “Luminoso Daylight” on the top left of your screen. From this page, you can select a file to upload by clicking Choose file or by dragging and dropping a file onto the main panel on the page. Note that you can only upload 1 file at a time. Once a file has been selected, you will see a preview of your data which will look similar to the image below.
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Document Usage Meter
The document usage indicator at the top of the page shows document usage relative to the contracted document allotment for your organization. Prior to selecting a file to upload, you will see the licensed document amount and the currently used document count. Once a file has been selected, you will additionally see the number of documents that the selected file will use out of the allotment.
Project Info section
The Project Info section consists of the Project name, Description, Workspace and Language.
Project name - defaults to the name of the uploaded file and can be edited
Description (optional) - can be used for information about the project
Workspace - defaults to whatever Workspace you were using when you clicked New project. If you have multiple Workspaces and prefer a different one, you can change it here.
Language - there is no default language selected. You must select one of the 15 available languages.
Data Summary panel
The Data Summary panel along the left side of the page is where you can designate the data type for each column of your data. There will be an element in this area for each unique column header name. If there are multiple columns with the same column header name, there will only be one element here corresponding to that group of columns.
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Clicking on an element here will scroll the Data Display panel to bring the corresponding column into view and highlight the column.
Data Display panel
The Data Display panel shows up to the first 100 rows of the data. This can be used as a reminder of the contents of a column as you’re deciding on the data type designations.
Clicking on a column in this area will scroll the Data Summary panel and highlight the corresponding element.
Editing Column Header names
As described in the previous section, the first row of the uploaded data will be used as the name associated with data in each column. You can change the name of any column by clicking on the edit icon next to the column name in either the Data Summary panel or the Data Display panel.
Combining columns
When multiple columns have the same name, they will be combined into a single data field. You can edit column names to combine columns or separate combined columns.
Errors and Warnings
At the top of the Data Summary panel, a count of Errors and Warnings found in the data will be shown. Errors must be corrected before the project can be created. Warnings are things you should take a look at, but will not prevent you from creating the project. The Create project button will not be enabled until all Errors have been corrected. The counts shown will change as Errors and Warnings are corrected or new ones introduced.
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Note: some Errors and Warnings cannot be resolved within Daylight. In this case, you will have to make edits to your CSV file and upload the newer version.
Complete the upload
Once you have filled in the Project Info section, confirmed the data type designations, corrected all Errors and reviewed the Warnings, you can complete the upload process by clicking the Create project button on the bottom left. Just above the button, you will see a checkbox if you would like to receive an email when the analysis has been completed and the project is ready to be viewed. It is checked by default.
Uploading to an existing project
The steps described in this section can be used to upload additional data to an existing project as well. To do this, click Upload data from either the Project’s Highlights page or within the Project tile on the Projects page. When there are mismatches between the data field names in the project and the column headers for the data being uploaded, Warnings will be shown to highlight these mismatches.
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Use the Active concepts tab to view and manage suggested or active concepts and to create and edit shared concept lists. If you’re viewing a new project, click Add to active concepts to begin your analysis using concepts that Luminoso’s AI suggested, or Dismiss to clear. To begin using only some of your suggested concepts, clear the check boxes to dismiss the concepts you don’t want to keep and click Keep selected when you’re done.
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The Active concepts tab view after loading a shared concept list into the active concept list.
You can view all suggested concepts again by clicking the three dots at the top of the Active concepts pane. Daylight identifies these concepts as potentially relevant based on their prevalence and relationship to other concepts in your project.
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Use the Configure visualization tab to select concepts to view in visualizations, count matching documents, and select feature configuration options. This tab is not available in the Galaxy. The options you find in this tab vary slightly by feature.
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The Configure visualization options in Volume
Additionally, you can access the Unique to this filter concept selection feature in the Configure visualization tab. Use Unique to this filter to isolate segments within projects and find concepts that are unique to that segment, relative to the rest of the project. For example, if a project includes the entire U.S., but you filter for only customers in Utah and apply Unique to this filter, you view the concepts that are unique to Utah customers compared to the other 49 states.
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