The Preview panel pops out from the right side of the Report Screen when you click a pattern in a chart or table. It contains some basic statistics about the selected pattern at the top and 3 tabs with additional information.
Top Area
Displays the selected pattern as a purple 'filter chip'.
Use the 'Add to report' button to bring up the current report so you can drag the 'filter chip' for this pattern into it
Displays the statistics: Frequency %, Frequency, Primary Metric Score, Primary Metric Difference, and Primary Metric Impact
Summary Tab
The summary tab compares the selected pattern to the overall, trends the results, and displays any sub-insights or sub-concepts if available.
Explain Tab
The Explain tab further analyses the selected pattern. This is a quick way to discover what people are talking about without having to read as many examples directly. If you select the Explain/Explanation view you will see an AI generated summary of the verbatim related to the pattern you are previewing (where AI Generated Explanations is enabled using the Dataset LLM Mode setting). Note, if you select Explain/Themes, you will see the original Themes wordcloud and can click on a pattern in this view to display its examples.
If you want to use your own prompt for generating this summary, you can select the 'Custom' option at the bottom and enter your own:
1) Click on 'Summary' at the bottom
2) Change 'Summary' to 'Custom' and enter your prompt.
Note: You can use the placeholder ${target} to reference the pattern name.
3) The Explanation will update to display the results using your prompt. You can click on your prompt to edit.
If you select the Explain/Query you will see a chat style interface to query your verbatim examples. This works in a similar way to the Explanation, but lets you ask different questions about the same pattern examples.
Tips for writing queries
Use the placeholder ${target} to reference the pattern name
You can instruct the AI to format how you like e.g. list, paragraph etc
You can include instructions to limit the size of the output e.g. 200 words or top 5 points
Examples Tab
The examples tab is where you can read example verbatim directly.
Depending on your selected pattern the examples can display in three different formats:
Key - see Key Examples
Short – Displays the most relevant snippet from the example verbatim
Long – Typically displays the full verbatim text
Keyword in Context (KWIC) – Aligns the most relevant keyword or aspect in each snippet of text for fast scanning
Verbatim data can often provide the most informative explanation of patterns and your data. A key feature of Ipiphany is that it automatically determines the most relevant verbatim examples to display for any selected pattern or data selection.
This includes
selecting the specific verbatim examples
selecting the most relevant verbatim aspects (keywords, word associations and concepts)
displaying and highlighting the most relevant specific snippets of text within the verbatim text