Explorer: Category view - page components

On the Explorer: Category View page, we explained how to set up a category view tab on the Explorer. Page components are reviewed on this page.

Page components

In this section, we introduce the main components present on a category view page and the corresponding configuration. More advanced components are introduced on their own separate documentation pages.

The overview chart

After selecting categories, the dataset is broken and presented based on the chosen field. On the top, a chart illustrates the categories with their statistics. For instance, if a clustering result is selected, categories are the clusters and their composing data.

Using the options on the top right of the chart, you can specify

• number of bars and the data presented in the chart (e.g. all, summary, paginated)
• representation type (e.g. bar chart, column chart, sentiment overview, etc.),
• metric based on which the data is shown and sorted

Note: By default frequency is used to sort the data. More items appear on the list after defining metrics to apply to the dataset (e.g. average price, minimum ranking, sum of the grades).

Add a metric

Relevance AI provides you with common metric analysis (i.e. average, minimum, maximum, mean, etc. that are applicable to numeric values). You can view the results as well as sort the categories according to metrics.

To set up metrics, click on "Metrics" on top.

Click on "Add metric to analyse". From the two drop-down menus: select the field to which you wish to apply the analysis, and type of analysis (e.g. avg, min, max, etc). Click on "Continue" to finalize the setup.

You can see the new metrics is added to the metrics menu on top and can be used to visualise data.

Note: You can define as many metrics as you wish following the process explained above.

Single categories

Further down on the page, you can see single categories that are listed one after the other, sorted based on your selected metric. For each category, the top bar presents the number of items in each category, alongside the result of the defined metrics analysis applied to documents within the category.

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Shortcut to metrics

A shortcut to the metrics setup page exist on the right-hand side of each category bar.

The image below explains some of the key features on the page.

Set up document templates

To set up what fields to see in each document card, click on "Template".

A window will open in which you can select the primary (image and text) field(s), the secondary text field, and up to 6 metadata fields which will be shown in smaller font on the main page.

Use the x on the right side of selected fields to remove them from the view. You can reorder the selected fields by drag and drop on the icon on left side of selected each field.

Charts

The dashboard allows you to set up charts and aggregations (i.e. grouping) within each category. Simply click on "Chart" and then follow the setup wizard to add the charts you have in mind. More information can be found at Explorer: Base Charts.

The result is placed on the right side of document cards

Note1: Multiple charts can be added by clicking on add on top

Note2: Remove the designed charts by going to the setup page and clicking on "Delete" at the bottom of the page.

Note3: General charts supported by Relevance AI are bar and column charts, word and bubble charts and time series. There are also charts for specific analysis such as sentiment where general overview or the trend over time (time series) chart can be used. More details is available on Chart view.

Delete a tab/page

Simply click on the down arrow on the right side of the tab, hit "Delete page" and confirm the action.