To setup a Word cloud the same logic for setting up other object boxes is used. The Word cloud icon is found in the Start menu as shown in the image below. The image below shows where to find the Word cloud.



To add content to the Word cloud click Edit (on right click or in the object menu). The setup is done in four different tabs/steps;

  1. Variables – select Open ended variables to base the Word cloud on
  2. Filters – select filtering
  3. Settings – define time period, number of words in the cloud, minimum number of characters in the included words, show count or not
  4. Layout – define background color, text font, text color, text sizes

In the Variable Tab the Open ended comment(s) are used as a base for the Word Cloud. Select one or multiple variables, only Open ended variables (string variables) can be used.



In this Tab the filters to apply to the Word Cloud are selected. The filters can be based on categorical variables or a text filter which will be applied to the selected open ended comments (see explanation further down). Categorical filter variables are selected in the selection boxes in the same way as when for instance creating a chart. 


To filter the open ended comments by a specific word or phrase use the Filter box shown in the image further down. If for instance “good” is entered in the filter field only open ended comments containing the word “good” will be used as a base for the Word Cloud. When entering multiple words like “very good” those words must be present in exactly the same order in the comments to be included as the base in the Word Cloud. The image below shows the Filter Tab.



In the Settings Tab – the date selections and result related settings are defined. The image below shows the Settings Tab in the Word cloud setup.



The date selection works as in all other report objects, select either a fixed date or a floating time period. In the selection box with “Number of words in the cloud” – you select how many words should be shown in the Cloud – any value between 1 and 99 is valid. In the selection box “Min number of characters” – you define the minimum number of characters that should be of the word to be counted as a valid word. If the value is set to 4 all words with 3 characters or less will be treated as non-valid words and will not be shown in the cloud. If the setting “Show word count” is active the count will be shown in brackets after each word like in the example image below.


The left image below shows a cloud with the “Show word count” setting active and the right image shows the same cloud but without the setting activated.



In the Layout Tab – the style of the Word cloud can be defined. In the top of the screen we have some templates. They can be used for creating nice looking clouds quickly. To use a template click the template and the settings connected to the template will be applied to the controls on the Setting Tab and subsequently used in the Word cloud. You can also define settings manually.The color of the words can either come from a random color palette which is the default option or be based on a custom color palette. To use a custom color palette select the option ”Custom text color” and define the number of colors to include in the palette and then define each of the colors.



The background color can be defined as well, the default color is white. The size of the smallest and the biggest words is 10 and 48 as default values but can be changed to any value between 10 and 80.