> For the complete documentation index, see [llms.txt](https://evidano.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://evidano.gitbook.io/ailyze-docs/reference/settings/spreadsheet-analysis.md). # Spreadsheet Analysis Settings Every control in the Analyze xlsx/csv files workflow: the two analysis paths, column-type board, theme setup, cost dialogs, and both results pages. This page lists every control in the **Analyze xlsx/csv files** workflow and says what each one changes: the file picker, the two analysis paths and their steps, the theme-setup dialogs, the cost and sampling dialogs, the **Overall** dashboard, the per-column results page, and the project list. It is for anyone who has run [Analyze Your First Survey Dataset](/ailyze-docs/getting-started/analyze-your-first-survey-dataset.md) and wants to know what a specific option does. The walkthrough is [Analyze Open-Ended Survey Responses](/ailyze-docs/common-research-workflows/analyze-open-ended-survey-responses.md). Plan rules in one line: the Free plan runs the analysis but locks most of the results and every export; large datasets cost wallet credit on every plan. Numbers are on [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md). ## Screen 1: Pick the file From your account page, click **Analyze xlsx/csv files**. The page opens on the shared file library, filtered to spreadsheets, described in [Upload and Manage Files](/ailyze-docs/getting-started/upload-and-manage-files.md). | Control | What it does | Notes | | ------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | **Upload Files** | Opens the upload dialog with **Local Files**, **Google Drive**, **Dropbox**, **OneDrive**, and **Google Forms** tabs. | Dropping a file anywhere on the page uploads it too. | | **Manage Files** | Opens the file manager for renaming, moving, and deleting. | | | Checkbox on a file | Selects the spreadsheet to analyze. | One file per project; ticking another replaces the first. | | **Try the new spreadsheet analysis (beta)** | Opens Evidano Stats, where you analyze the spreadsheet by chatting with the AI. | See [Analyze a Spreadsheet With Evidano Stats](/ailyze-docs/analyze-data/analyze-a-spreadsheet-with-evidano-stats.md). The wizard below is unchanged. | Once a file is ticked, the wizard appears under **Further specifications**, with numbered step pills, a **Step N of M** bar, and **Back** and **Save & Next** buttons. ## Screen 2: Choose the type of Analysis
Choose the type of Analysis screen with the two analysis options and the interview option

The second option is selected by default; switch to the first for a whole-survey dashboard.

| Option | What it does | What you get | | --------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------- | | "Analyze text, numerical, categorical, etc. survey data across all columns" | Treats each row as a respondent and each column as a question. | An **Overall** project that charts every column, plus one thematic project per text column. | | **Analyze text responses in selected columns** (default) | Codes only the text columns you pick. | One thematic project per column, or one merged project. | | **Analyze interview data** | Opens a note explaining that interviews belong in **Analyze docx/pdf files**, with a link. | Nothing is selected. | The **Optional Settings** accordion under the options holds **Specify your preferred language of response:**, the language the report is written in. The default is English; quotes stay in their original language. A workbook with several sheets adds a **Choose Sheet to Analyze** step with a **Select Sheet** menu; changing the sheet clears any columns you chose. ## Screen 3a: Configure Column Types (all-columns path) After **Save & Next**, "Generating suggestions for your data analysis…" runs while every column is tagged. A sheet with more than the column cap first shows a picker to choose which columns to keep. Then the board appears.
Dragging a column between buckets on the Configure Column Types board

Each bucket's caption says how its columns will be analyzed; a column dropped into Segments also stays categorical.

| Control | What it does | Notes | | ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------- | | **Numerical Data** | Shown as histograms. | | | **Categorical Data** | Shown as bar charts. | | | **Text Data** | Coded into themes and sub-themes, shown as bar charts. | Only categorical columns can be moved here; the board tells you when a drag is not allowed. | | **Segments** | Every other column is compared across these groups. | Only categorical columns can become segments. | | **Respondent Name/ID** | Used when quotes are cited. | | | **Not Analyzed** | Ignored: timestamps, collector IDs, consent flags, and similar. | The cross on a chip removes the column from its bucket. | | **Preview data** | Opens a sample of rows from the sheet. | | | **Sample analysis you will get** | On each bucket, opens a mock-up of the charts that bucket produces. | | | **Configure Text Analysis** | Opens the theme-setup dialog for the text columns (below). It becomes **Edit configuration** once every text column has themes. | Moving a column in or out of **Text Data** clears the themes. | | **Create Project & Start Analysis** | Creates the Overall project and one project per text column. | Disabled until every text column has themes. | ### The Configure Text Analysis dialog
Configure Text Analysis dialog with the AI-generated themes and My own themes cards

Pick a card per column, or open Customize per column to mix AI and manual setups.

| Control | What it does | Notes | | --------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **AI-generated themes** | Reveals an instruction box and **Generate Themes**. | Leave the box blank for the default of two or three themes with several sub-themes each; or steer with text such as "the data is post-purchase feedback for a mobile app; focus on usability". | | **My own themes** | Opens a blank template to type or paste your own. | | | **Customize per column** | With several text columns, an **AI** or **Manual** switch per column, then **Proceed with selections**. | | | **Type Themes** tab | Editable **Theme** and **Sub-theme/ Code** fields, each sub-theme with a **Description** and a sparkle button that writes the description with AI. Plus and minus icons add or remove rows. | **Tag each row to only 1 of these N codes** makes the coding exclusive within a column. | | **Paste Themes** tab | A box for a pasted list and **Format into List**. | Any format works; the AI structures it. | | **Use Previous** tab | Lists earlier projects by file name and theme count; click one to reuse its codebook. | | | **Upload** tab | Reads a theme list from an XLSX or CSV file in your browser and organizes it. | | | **Optional instructions for applying codebook and generating report** | Context for the coding and the written report. | Appears once every text column has themes. | | **Done** | Closes the dialog. | If any code has no description, a **Missing code descriptions** prompt offers **Generate with AI** or **Skip for now**. | ## Screen 3b: Choose column(s) to analyze (selected-columns path)
Choose column(s) to analyze step with the open-ended column picker and the Name/ID menu

Segments are not chosen here; they are detected for you.

| Control | What it does | Notes | | ------------------------------------------------------------------ | ----------------------------------------------------- | ----------------------------------------------------------- | | **Open-ended data to analyze** | Pick one or more text columns from a searchable list. | **Preview data** appears once a column is chosen. | | **Categorical data to compare open-ended data by** | Read-only: "AI will auto-identify this for you". | For hand-picked segments, use the all-columns path instead. | | **(Optional) Name/ ID - used by AI summaries to reference quotes** | The column used to attribute quotes. | | The next step, **Generate Themes**, offers **Use AI to Identify top themes and sub-themes** and **Use my own themes and sub-themes**, plus **Customize per column** when several columns are chosen. With more than one column, a **Codebook Mode** question appears in the dialog: **Separate codebook per column** (each column gets its own themes and its own project) or **Single merged codebook** (the columns are merged into one "Analyzed" column with shared themes). The optional **Instructions** box steers the AI. The last step, **Configure Themes and Submit**, shows the proposed themes per column with the same **Type Themes**, **Paste Themes**, **Use Previous**, and **Upload** tabs as the dialog above, a bin icon to drop a column, and **Create Project and Start Analysis**. ## Screen 4: Cost and sampling dialogs Before themes are generated, Evidano counts the words in the text columns. When a column goes past the free word limit, a **Large Dataset Detected** dialog opens. {% hint style="warning" %} **Costs money:** The dialog recommends a random sample and shows a slider, **Adjust random sample**, preset to the largest sample that stays free. Drag it higher and the extra words are charged per block; **Set to free limit** snaps it back. **Use random sample** and **Use all data** both show the resulting charge on the button. With several large columns, each column gets its own slider and a total. After your choice an orange banner summarizes what will be charged on submission, with an **Edit** button. At submission a **Confirm charge** dialog repeats the amount, with your balance before and after, and offers **Top up** if the balance is short. Rates are on [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md). {% endhint %} After you create the project, a progress dialog titled "Analysis starting" counts up and then hands off to the server; **View all projects** opens the list, and you get an email when the analysis is done. ## Screen 5: The Overall dashboard An all-columns run opens the **Overall** project at the top of the list. It charts every column, grouped into **Text Columns**, **Categorical Columns**, **Numerical Columns**, **Segment Columns**, and **Respondent ID Columns**.
Overall dashboard with a Visualization and an Analysis accordion for each column

Each column is an accordion; the chart and the narrative sit in two sub-accordions inside it.

| Control | What it does | Notes | | ---------------------- | -------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------- | | Pencil icon | Renames the project. | | | **Download** | Downloads a ZIP of the whole report. | Pro only; the Free plan sees an upgrade prompt. | | **Share** | Opens the collaborator dialog (below). | Pro only. | | **Visualization** | The chart, with **CSV** and **PNG** downloads in its header. | | | **Segment** menu | **Overall**, **All Segments** (one chart per segment), or a single segment. | Shown when segments exist. | | **Segments on Y-axis** | Flips the chart so segments run down the axis. | Disables the **Segment** menu. | | **Analysis** | The AI narrative for the column, with a copy icon. **View More Analysis** opens the column's thematic project. | On the Free plan, columns after the first two are locked. | ## Screen 6: The per-column results page Each text column has its own project with the full thematic analysis. The header's **Content Page** button opens a **Report** drawer that lists every section for quick navigation.
Per-column project with the Action bar, the Share section, and the section accordions

The Action bar holds the exports; sharing by email sits in its own section below it.

| Action | What it does | Notes | | ------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ | | **Chat to generate report or chart** | Opens the full-screen chat scoped to this project. | Opens on every plan; typing needs Pro. See [Chat with Data Settings](/ailyze-docs/reference/settings/chat-with-data.md). | | **Download as DOCX** | A formatted report of the analysis. | Pro only. | | **Download as CSV** | The coded data, one row per response with its labels. | Pro only. | | **Edit Codebook** | Opens the codebook editor overlay (below). | Pro only. | | **Calculate AI Accuracy** | Opens a reliability check: pick how many coding decisions to review, mark each as correct or not, and read the agreement scores. | Pro only. | | **Share** section | **Edit access** for another paid user or **Read-only access** for a guest. Type the address under **Invite a collaborator**, add a **Custom message (optional)**, click **Add Collaborator**. The **Collaborators** list offers **Resend** and **Remove collaborator**. | Pro only. Collaborators with read-only access can chat and export charts but not edit. | The sections below the Action bar, in order: | Section | Controls inside | | ------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Codebook for …** | Search box, one row per theme with its count, sub-theme rows with their description and quotes. Each quote has copy, **Row Details**, and (owner) remove icons; **Add Quotes** adds responses by hand or with an AI instruction. A **Chat with this theme** icon scopes the chat to one theme. | | **Synthesis for …** | The written summary, with **Chat with this analysis**, **Copy**, and prompt chips such as "Write a 3 page summary." | | **Frequency Bar Chart (Themes) for …** and **(Sub-themes)** | **CSV** and **PNG** downloads (Pro), a **Segment** menu, **Display** (**Raw Numbers** or **Percentage**), **Sort** (**Frequency (high–low)**, **Original order**, **Alphabetical**), and with a segment chosen, **Put segments on y-axis** and **Split legend by**. Clicking a bar jumps to that theme in the codebook. | | **Hierarchy Graph for …** | How sub-themes nest under themes, with search, zoom, **Fit to screen**, and PNG or SVG downloads. | | **Co-occurrence Network Graph for …** | Which themes appear together, with an absolute or normalized toggle, **Manage Hidden Codes**, zoom, and **Download**. | | **Word Frequency Visualizer for …** | A word cloud or bar chart with a **Cloud** / **Bar** toggle, sliders for how many words to show, **Shape**, **Font Scaling**, **Sort By**, categories you define under **Modify**, and PNG and CSV downloads. | | **Data Coded with AI Themes & Sub-themes/ Codes** | Three tabs: **AI Labels as List**, **AI Labels as Checklist (with code justifications)**, and **Theme & Sub-theme Frequencies**, with a **CSV** download (Pro). The Free plan sees the first few rows. | | **Elaboration of Themes & Sub-themes/ Codes identified in …** | A card per sub-theme with its elaboration and **Related Quotes**, each with the same quote tools as the codebook. |
The Edit Codebook overlay * The overlay lists every theme and sub-theme with a drag handle, a pencil to rename, and **Remove theme** or **Remove subtheme** icons. Sub-themes also offer **Split** (divide one code into several) and **Merge** (combine codes under a new name), and a description field. * **Add New Theme** and **Add new sub-theme** create rows; dragging a sub-theme onto another theme moves it. * Delete, merge, and move are saved as soon as you confirm them. Renames save with **Save Changes**. * Add, split, and reorder need **Save & Create New Project**, which re-runs the coding as a new project and emails you when it is done. **Undo** and **Reset** step back before you save.
## Screen 7: The project list
Advanced Analysis (XLSX/CSV) list with the status, details, progress, and action columns

An Overall project expands to show its per-column projects as child rows.

| Control | What it does | | ---------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Search box, **All** / **My Projects** / **Shared with Me** | Find a project by name or ID; filter by ownership. | | **Create New Project**, **Refresh**, **Manage Files** | Start another analysis; reload statuses; open the file manager. | | **Status** | **Completed**, **Partially Completed**, **In Progress**, **Validating**, **Pending**, **Failed**, **Error**, or **No data**. Failed and Error rows offer **Retry**, which re-queues the project after a confirmation. | | **Details** | The ID, an **OVERALL ANALYSIS** link, and chips for the categorical, numerical, segment, and respondent-ID columns. | | **Progress** | Rows processed out of rows total. | | **Role** | Owner, Admin, or the collaborator role you hold. | | **Open Project**, **Share Project**, **Delete Project** | Open the Overall page; open the collaborator dialog (Pro, completed projects); delete after a confirmation (completed projects only). | ## Next steps * [Analyze Open-Ended Survey Responses](/ailyze-docs/common-research-workflows/analyze-open-ended-survey-responses.md) — the walkthrough these controls belong to. * [How to Read Your Results](/ailyze-docs/analyze-data/how-to-read-your-results.md) — what each section and chart means. * [Analysis Issues](/ailyze-docs/troubleshooting/analysis-issues.md) — stuck projects, sampling charges, and mis-tagged columns.