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Your Turn:

  • Select the “Files” view in the bottom section.

  • Select “All dates with data” from the date range menu

  • Check the box for “Client Call Back”

  • Click the “ + “ icon under ”Call Backs” to expand the menu

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Since we only have one category selected, the AND/OR option serves no purpose.

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Your Turn:

Check the box for “Difficulty” and take note of the number of results; in this case, they reduced from 74 down to 54.

The reason the number of results dropped is because the options selected are requiring that calls also must contain phrases from the top-level category “Client Call Back”, as well as the second-level category ”Difficulty” (there may be overlapping results between “Difficulty” and “Waiting” if both are mentioned in the call.

Your Turn:

Let’s see if any calls contain phrases from both categories by checking the box for “Waiting”.

In this case, there are no calls which contain phrases from both “Difficulty” and “Waiting”.

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Your Turn:

You may want to analyze the data manually or use the data in a spreadsheet. Let’s uncheck the second-level category boxes here to show more calls.

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