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Categorizing Data in XM Discover

Course 3 of 6 in XM Discover: Backend Builder (Configuration Analyst)

Learn the basic concepts of categorization strategies, evaluating stakeholder questions and building a category model.

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About this course

Learn how to discern what important conversations are by organizing and capturing source feedback into topics and themes. Learn the basic concepts of categorization strategies, evaluating stakeholder questions, and building a category model. Topics include: Model Strategy, Creating Category models, adding and defining new categories, running classification on your model, and maintaining your model over time.
 
We recommend taking Uploading the Right Data into XM Discover before taking this course.
 
This course comes with optional hands-on exercises to practice the skills taught. You need access to XM Discover and the training data set in order to follow along with these exercises.

CUSTOMERS: Please reach out to your Qualtrics Engagement Manager or Success Manager. They can assist with setting up a sandbox training project in your Discover account that can be used for the exercises.

QUALTRICS EMPLOYEES AND PARTNERS: Please review these instructions on how to set up your XM Discover Sandbox.

Curriculum60 min

  • Categorizing Data in XM Discover
  • Categorizing Data in XM Discover 60 min
  • Basic Categorization FAQs

About this course

Learn how to discern what important conversations are by organizing and capturing source feedback into topics and themes. Learn the basic concepts of categorization strategies, evaluating stakeholder questions, and building a category model. Topics include: Model Strategy, Creating Category models, adding and defining new categories, running classification on your model, and maintaining your model over time.
 
We recommend taking Uploading the Right Data into XM Discover before taking this course.
 
This course comes with optional hands-on exercises to practice the skills taught. You need access to XM Discover and the training data set in order to follow along with these exercises.

CUSTOMERS: Please reach out to your Qualtrics Engagement Manager or Success Manager. They can assist with setting up a sandbox training project in your Discover account that can be used for the exercises.

QUALTRICS EMPLOYEES AND PARTNERS: Please review these instructions on how to set up your XM Discover Sandbox.

Curriculum60 min

  • Categorizing Data in XM Discover
  • Categorizing Data in XM Discover 60 min
  • Basic Categorization FAQs