This article provides a detailed description of the of all the features and options associated with the Clusters visualization.

Video Tutorial

HubSpot Video

The Clusters visualization uses Brainspace dynamic learning to cluster all documents in a project into an interactive data visualization based upon lexical similarity. Each document group or Cluster includes a set of themes which describe the overall subject matter of the document group. By selecting Clusters on the Dashboard, users can navigate the clusters like a map, quickly identifying neighborhoods of related documents versus one document at a time. You may view this screen in light mode...19 - 01 - Cluster Wheel (no threads)-1-2

...or in dark mode, which may offer better contrast (changed under User Settings - Theme).

19 - 01a - Cluster Wheel (dark mode)-2

Clusters Features

You can use Clusters to explore clusters of documents and their associated themes. In some cases you may not have an idea of what to search for and would rather explore the themes automatically identified as part of the Reveal’s unsupervised machine learning. At a zero state, before executing any searches or apply metadata filters, Clusters presents terms and phrases that you can explore to find what’s important to you. You can also use the Clusters visualization to quickly find themes that are not relevant or important to your analysis.19 - 02 - Cluster Wheel (trimmed).png

Navigate the Wheel

To navigate around the Cluster Wheel click a section of the Wheel that looks interesting or relevant based on the themes being presented within an individual Cluster. Selection of any cluster zooms in to expand the themes underneath. The example below has been selected and switched into Dark Mode for greater contrast (changed under User Settings - Theme).19 - 03 - Cluster Wheel drill down - dark mode (no threads)-1-2

The terms and phrases within each Cluster are referred to as Themes.

You can also use the Cluster Wheel Navigation Tools in the lower left-hand corner of the screen. Use the + and – buttons to Zoom In or Zoom Out the Cluster Themes. Use the Circle Arrow button to recenter the Cluster Wheel.

Select a Cluster

To select an individual Cluster simply click on a Cluster within the Wheel. Once you select a Cluster a Cluster Card will appear in the upper right-hand corner of the screen displaying the following information.19 - 04 0 Cluster Wheel drill down - dark mode (trimmed).png

Cluster Card Information

  • Cluster ID – Unique identifier for each document Cluster.
  • Number of Cluster Documents – Number of documents within the selected Cluster.
  • Cluster Terms – The expanded list of terms and phrases for the selected Cluster.

Cluster Actions

When you select a Cluster there are actions you can take with the documents in the selected Cluster. To take action on a Cluster click on the ellipses in the lower right-hand corner of the selected Cluster. You can now take the following action:19 - 05 - Cluster Wheel drill down - Cluster actions.png


Last Updated 11/14/2022