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Generate analysis results from completed responses, then review the charts, tables, and themes against their sources. Generation starts from Analysis → Analysis plan. Analysis is part of the plan an organization holds. Where it is not included, the Analysis tab is shown locked and its results cannot be generated; contact DeepField to add it for the workspace or for a single study.

Before you start

Confirm your response-quality decisions and choose the population, output language, and weighting you intend to report. An Editor or Owner can generate results. A Draft study can hold a saved plan but cannot generate analysis yet.

Check whether generation is available

Generation opens with the first quality-passing completed response. Closed questions are charted, tabulated and available to the assistant from that point. Open-ended answers, meaning open questions and AI follow-ups, are held back until quality-passing completed responses reach 80% of the combined panel target. Until then a run builds no open-question themes or personas, and the assistant, charts and verbatim search do not read those answers. The Plan tab, the Charts library and the chat show the completed and required counts. Once the threshold is reached, generate again to build the open-question themes. The calculation uses quality-passing completed responses, not every row in Responses, and output filters do not lower it. Without a positive panel target, open-ended answers are available from the first response. Missing or invalid plan selections, an unresolved weighting scheme, variable saves in progress, or a generation already running can still prevent a launch. Read the displayed reason rather than changing the target merely to enable the action.
On the first visit, choose the assistant, upload a plan or start manually.

On the first visit, choose the assistant, upload a plan or start manually.

Generate the results

A custom saved plan builds a parent chart folder with one sub-folder per nonempty plan folder. On the first visit, you can instead generate one folder per survey section. This also builds charts and tables; it is not a general-deck shortcut. Review questions, splits, comparisons, response filters, weighting and output language in the plan. Save and generate the displayed number of folders. If a folder already exists, choose whether to replace it or create a new one. Charts opens while the server works; leaving or reloading does not stop the run. When the completion dialog appears, open or present the charts. You can also open the folder directly from Charts. Build slides afterwards from a folder of verified outputs.

What a plan run builds

The generated folders and splits follow plan order. A split can produce answer charts, statistical charts, a crosstab or a grid summary. Compatible screening questions can have tables too. A redundant totals table is omitted when an answer chart and its Excel download already provide those values. Selected tables are kept by default. The optional significance filter can drop nonqualifying comparisons; a tables-only split then gets its chart if its table is dropped. Open-ended question charts show the coded themes. The analysis can prepare themes for questions outside the plan as well: the plan chooses the folder’s outputs. The parent folder, sub-folders and charts are ordinary library items. Edit or duplicate them, and move verified charts to a story folder before generating slides.

Read the generation status

The analysis remains unavailable for conversation while its data is being prepared. Wait for generation to finish, then check that the plan folder holds the expected questions. A failed run shows Your plan is saved, but generation failed. You can try again. on the plan; no completion dialog appears. Generated content is a starting point for review. Check bases and individual claims before exporting or sharing.

Update after more responses arrive

Return to the plan, review its settings, and select Save and generate N folders or Generate N folders. Because the plan folder already exists, Where should the charts go? opens:
  • Regenerate in “folder name” deletes everything in the plan folder, including charts you edited, duplicated, or filed there by hand, then builds the charts again from the current plan and answers. The folder keeps its name, its place, and its share links; links to individual charts it held no longer open.
  • Create a new folder leaves the current plan folder as it is, as an ordinary folder, and builds the charts in a new folder named after the plan, or “plan name v2”, “v3”… when a folder already has that name. The new folder becomes the plan folder, the one the next run refills.
Select Generate to start the run. Before regenerating into the plan folder, move the charts you want to keep to another folder, or duplicate the whole folder. With the same output language, the run reuses the existing analysis. Existing themes are kept and only new open answers are classified into them; a planned open-ended question without themes gets them now. Choosing another weighting scheme in the plan recomputes the weighted numbers without discarding the existing analysis conversations. A scheme currently attached to an analysis remains locked against editing or deletion: duplicate it, adjust the copy, and select the copy in the plan. Existing decks are not rewritten. Regenerate slides from the relevant folder, or ask the assistant to revise the open deck, then verify its figures.
Changing the output language rebuilds the language-dependent analysis and archives the current analysis version. Copy required conversation outputs and export saved slides before generating in another language. The study’s Plan conversation remains available.

Troubleshooting

Check the result

Compare the plan folder’s bases with Responses. Trace a theme or claim to its supporting answers and check the weighting and language. Review Verify your analysis results before delivering them.
Choose whether to replace the folder contents or build a new folder.

Choose whether to replace the folder contents or build a new folder.