Causal Map 3 Guide

In the pages in this section you will learn how to get started with Causal Map: what kind of device you need, how to access Causal Map for free, and finding your way around the app.

getting started; Causal Map; app.

↙ Section 0: Help with Causal Map

1: Getting started

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Mar 21, 2025 11:44 AM GMT+0

🆘 Getting help

010

Tooltips, Help button and Support chat

help; tooltips; support chat;

1: Getting started

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➡ Causal mapping

020

Theory

An overview of what is causal mapping for you to understand how to use the Causal Map App better.

causal mapping; causal maps; induct; discover; present; query; quote; causation

🗺 Causal maps

✅❌ Pros and cons

1: Getting started

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🗺 Causal maps

030

Theory

A causal map consists of boxes (which we call “factors”) joined by arrows (which we call “links”).

causal map; boxes; arrows; factors; links; claims

➡ Causal mapping

1: Getting started

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✅❌ Pros and cons

040

So, you’re getting excited about creating maps – but is your project right for it?

pros; cons; Causal Map; causal mapping; narrative data; links; overview; sources; network diagrams;

➡ Causal mapping

1: Getting started

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🧮 Coding with Excel

050

You will learn:
• How to do causal mapping with Excel
• How to upload causal mapping data from your own Excel file to Causal Map where you can analyse it and visualise the data. Remember that uploading and analysing data in Causal Map is completely free: you only need a subscription for using the Causal Map interface for coding your data.

causal mapping; excel; Causal Map; analyse; visualise; data; coding; upload

1: Getting started

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💻 What you need

090

The app is tested on Chrome and Firefox on Mac and Windows, and Safari on Mac, and the new Edge on Windows, and it should work fine on Chrome, Chromium and Firefox on Linux.

Chrome; Firefox; Edge; Safari; Mac; Windows; Linux; Chromium; app; prerequisites;

1: Getting started

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📲 Signing up

100

The app is tested on Chrome and Firefox on Mac and Windows, and Safari on Mac, and the new Edge on Windows, and it should work fine on Chrome, Chromium and Firefox on Linux.

signing up; account; email; explore; app;

1: Getting started

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👤 Account

110

To use the app, you’ll need an account. What account you need depends on what you want to do.

account; app; subscription;

1: Getting started

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👭 Received a share?

120

What to do when someone has shared a file with you

file; shared; map; table; link; view; app

1: Getting started

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🕑 First 5 minutes

130

Let’s have a look around the Causal Map app.

tour; app; Causal Map; menu; file; coding; filters; Library

1: Getting started

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👩‍💻 Coding

140

Gather the data, Code, Analyse

coding; code; data; reports; interviews; sources; analyse; PDF; Word; documents

1: Getting started

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💬 The Statements panel

150

These filters determine which statements are used in the maps, in the tables, to display the text of the corresponding statements

statements; filters; maps; tables; sources; groups; navigation buttons

1: Getting started

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🌗 Statements Filters

160

These filters determine which statements are used in the maps, in the tables, to display the text of the corresponding statements

statements; filters; maps; tables; sources; groups; navigation buttons

1: Getting started

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🌓 Transforms Filters

170

You first use

🌗 Statements Filters to select which statements you want to look at

transforms; filters; panel;

1: Getting started

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✨ Applying Filters

180

These filters determine which statements are used in the maps, in the tables, to display the text of the corresponding statements

filters; live update; apply filters;

1: Getting started

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🗺️ The Map

190

A print-quality version of the map with advanced layout.

map; layout; formatting; view

1: Getting started

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🗺️ Vignette

200

A print-quality version of the map with advanced layout.

map; layout; formatting; view

1: Getting started

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📊 Tables

210

You will find all the tables under the table tab at the top of your screen.

tables; tab; presets; cells; rows

📂 The Files tab

1: Getting started

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📂 The Files tab

220

Show or hide panels, Fullscreen view of tables and maps, Tricks for dropdowns, Delete one item, Delete multiple items, Edit and item, Delete the first and subsequent items using the keyboard

files; tab; about; codebook; sources table; metrics

📊 Tables

1: Getting started

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🧾 Account tab

230

Show or hide panels, Fullscreen view of tables and maps, Tricks for dropdowns, Delete one item, Delete multiple items, Edit and item, Delete the first and subsequent items using the keyboard

account; tab; log in; log out; OpenAI API

1: Getting started

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👉 Interface tips

240

Show or hide panels, Fullscreen view of tables and maps, Tricks for dropdowns, Delete one item, Delete multiple items, Edit and item, Delete the first and subsequent items using the keyboard

interface; tips; panel; dropdown; fullscreen;

1: Getting started

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2: Uploading and data management

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2️⃣Section 2: Your files

300

Overview

files; data; managing; top menu bar

🖇️ Merging files

2: Uploading and data management

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📁 Sharing and locking a file

310

You can create your own file by copying an existing file or by creating a new file.

sharing; locking; file; copying; creating;

🗃 Making your own copy of a file

2: Uploading and data management

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🗃 Making your own copy of a file

320

The app creates an uncoded example file for you. You can find it in the dropdown menu, it has a name like example-file-uncoded-your-email-address.

copy; file; uncoded example file;

📁 Sharing and locking a file

2: Uploading and data management

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🔄 Restoring a version of a file

330

Oh no! I’ve messed something up!
Don’t worry, the app is continuously saving your work, every 10 minutes, and so you can restore your file to any prevision version, by clicking this icon

restoring; version; file; previous;

2: Uploading and data management

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↙ Downloading your data

340

With these two buttons you can download your data in Excel (.xlsx) format.

downloading; data; excel format; Causal Map 2 download

2: Uploading and data management

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↕ Statement breaks

350

How to manage your data, whether it is downloading, modifying or appending? These bulletpoints will direct you to the relevant sections later in this Guide.

uploading; multiple; text; file; doc; docx; pdf; structured documents; unstructured documents; question_id; source_id

2: Uploading and data management

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↕ Uploading data

360

How to manage your data, whether it is downloading, modifying or appending? These bulletpoints will direct you to the relevant sections later in this Guide.

uploading; multiple; text; file; doc; docx; pdf; structured documents; unstructured documents; question_id; source_id

2: Uploading and data management

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↕ Uploading text files

370

How to manage your data, whether it is downloading, modifying or appending? These bulletpoints will direct you to the relevant sections later in this Guide.

uploading; multiple; text; file; doc; docx; pdf; structured documents; unstructured documents; question_id; source_id

2: Uploading and data management

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⬆ Uploading Excel files

380

How to manage your data, whether it is downloading, modifying or appending? These bulletpoints will direct you to the relevant sections later in this Guide.

uploading; manage; modifying; appending; excel; files; hybrid format; wide format

2: Uploading and data management

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↗ Uploading hybrid data

390

uploading; hybrid; data; appending; QuIP

2: Uploading and data management

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🔗 Uploading only links

400

upload; links; excel

2: Uploading and data management

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↕ Roundtripping

410

How to manage your data, whether it is downloading, modifying or appending? These bulletpoints will direct you to the relevant sections later in this Guide.

uploading; multiple; text; file; doc; docx; pdf; structured documents; unstructured documents; question_id; source_id

2: Uploading and data management

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Mar 24, 2025 10:20 AM GMT+0

🖇️ Merging files

420

This button allows you to permanently merge another file into the current file.

merging; files; merge

2️⃣Section 2: Your files

2: Uploading and data management

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0: Overview 0

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↙ Section 0: Help with Causal Map

/help

001

Getting help with Causal Map

Overview

Overview page of the Causal Map 3 app.

help; Causal Map

1️⃣ Section 1: Getting started

0: Overview 0

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3: Coding

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3️⃣ Section 3: Coding

500

Overview

In the pages in this section you will learn basic coding with Causal Map.

coding; Causal Map

3: Coding

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Mar 24, 2025 10:23 AM GMT+0

✍ The Coding Panel

510

Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.

coding panel; factors; links; causal mapping; causal claims; chaining; opposites

3: Coding

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Mar 24, 2025 10:23 AM GMT+0

✍ Editing factors and links

520

Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.

editing; factors; links; basic; map; statements panel

3: Coding

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Mar 24, 2025 10:21 AM GMT+0

🔗 The Manage Links tab

530

Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.

Manage links; tab; statements; searching; replacing; deleting; downloading; links

3: Coding

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Mar 24, 2025 10:23 AM GMT+0

#️⃣ Link hashtags

540

Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.

editing; factors; links; basic; map; statements panel

3: Coding

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Mar 24, 2025 10:24 AM GMT+0

🎇 Factor labels: introduction

550

Theory

Many people like to start coding simply by choosing whatever factor labels occur to them, as far as possible using text directly taken from the statements they are coding. That’s one good way to start.

factor labels; coding;

3: Coding

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🏷 Autocomplete factor labels

560

autocomplete; factor labels; hierarchical coding;

3: Coding

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📚 Factor labels: actual facts?

570

Theory

Causal mapping is very flexible and accommodates different philosophies or ways of coding. However, it’s good to be aware of this flexibility and perhaps avoid mixing philosophies.

factor labels; facts; philosophies; coding

3: Coding

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Mar 24, 2025 10:27 AM GMT+0

📚 Factor labels: semi-quantitative

580

Theory

The formulation of factor labels should fit the intended interpretation of the causal links.

factor labels; semi-quantitative; causal links; non-quantitative factors

3: Coding

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📝 Hierarchical coding

590

Theory

hierarchical coding; factor labels; simplifying; causal maps; hierarchies; zooming out; semi-colons

3: Coding

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Mar 24, 2025 10:27 AM GMT+0

🔖 Hierarchical factors

600

Theory

hierarchical factors; Causal Map 3; labels; zooming out; links

3: Coding

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📚 Factor labels: specific

610

Theory

Causal mapping is very flexible and accommodates different philosophies or ways of coding. However, it’s good to be aware of this flexibility and perhaps avoid mixing philosophies.

factor labels; facts; philosophies; coding

3: Coding

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Mar 24, 2025 10:27 AM GMT+0

📚 Factor labels: using tags

620

Hierarchical coding is one way to bring some order to a whole crowd of factors. However, sometimes you don’t want to think in terms of a strict hierarchy, or maybe you have an additional set of themes which cut across that hierarchy.

factor labels; hashtags; hierarchical coding; factors;

3: Coding

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Mar 24, 2025 10:27 AM GMT+0

➕➖ Opposites

630

Theory

opposites; factors; coding; combining opposites; hierarchy

3: Coding

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📝 Ellipses

640

ellipses; manual coding;

3: Coding

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📑 Statement memos

650

Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.

statements memos; statements panel

3: Coding

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Mar 24, 2025 10:27 AM GMT+0

📑 Positioning factors

660

Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.

statements memos; statements panel

3: Coding

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Mar 24, 2025 10:27 AM GMT+0

📚 Context

670

Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.

statements memos; statements panel

3: Coding

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Mar 24, 2025 10:28 AM GMT+0

ℹ The info panel

680

This info provides important information about context which you may need to refer to during coding.

info panel; coding; memos panel

3: Coding

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Mar 24, 2025 10:28 AM GMT+0

📝 Plain coding

690

Theory

Causal mapping doesn’t usually deal with the kind of non-causal themes which are the focus of ordinary QDA (like in NVivo!). However sometimes it can be really useful to be able to simply note the presence of something without any causal connection.

plain coding; non-causal themes; hashtag

3: Coding

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Mar 24, 2025 10:28 AM GMT+0

✍ Top tips on coding

700

First of all, there’s nothing to worry about, it’s fun!
The versioning / backups feature means you can always go back to any version of your file at any earlier time point.

tips; coding; versioning; backup; factor;

3: Coding

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Mar 24, 2025 10:28 AM GMT+0

4: Analysis

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4️⃣ Section 4: Analysis

710

Overview

In the pages in this section you will learn how to do basic analysis in Causal Map: how to produce maps and tables to answer your research questions.

analysis; research questions; maps; tables

4: Analysis

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Mar 24, 2025 10:28 AM GMT+0

🔎 Analysing a file

720

Theory

Analysing a file means
• applying different filters to it, to focus on different parts of the entire causal map in order to answer different questions
• viewing the results in different ways by clicking on different tabs in the right hand side to view maps and tables.

analysing; file; filters; results; viewing; maps; tables;

4: Analysis

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Mar 24, 2025 10:28 AM GMT+0

📚 The Library

730

The Library allows you to save and share views of your data.

the Library;; data; save; share; views;

4: Analysis

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Mar 24, 2025 10:28 AM GMT+0

📃 The Report tab

740

The Library allows you to save and share views of your data.

the Library;; data; save; share; views;

4: Analysis

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Mar 24, 2025 10:28 AM GMT+0

📃 The Analysis tab

750

The Library allows you to save and share views of your data.

the Library;; data; save; share; views;

4: Analysis

Publish

Mar 24, 2025 10:28 AM GMT+0

📷 Screenshotting your maps

760

maps; screenshotting; report;

4: Analysis

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Mar 24, 2025 10:28 AM GMT+0

✨ Transforms Filters: Tracing paths

770

transforms-filters

You can show the paths from one or more specific factors within your map to a different set of factors.

filters; tracing paths; factors; map

4: Analysis

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Mar 24, 2025 10:29 AM GMT+0

✨ Transforms Filters: Zoom

780

transforms-filters

filters; zoom;

4: Analysis

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Mar 24, 2025 10:29 AM GMT+0

✨ Transforms Filters: Focus or exclude factors

790

transforms-filters

You can focus on just one or more specific factors within your map (and the factors directly linked to them).

filters; factors; focus on; exclude; map

4: Analysis

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Mar 24, 2025 10:29 AM GMT+0

✨ Transforms Filters: Top factors and links

800

transforms-filters

top factors; top links; filters;

4: Analysis

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Mar 24, 2025 10:29 AM GMT+0

✨ Transforms Filters: Combine opposites

810

transforms-filters

filters; combine opposites; factors;

4: Analysis

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Mar 24, 2025 10:29 AM GMT+0

✨ Transforms Filters: Remove brackets

820

transforms-filters

If you use curved or square brackets around your hashtags, you can use this filter hide the hashtags for specific maps if desired.

filters; remove brackets; hashtag

4: Analysis

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Mar 24, 2025 10:29 AM GMT+0

✨ Transforms Filters: Include or exclude hashtags

830

transforms-filters

filters; include hashtags; exclude hashtags;

4: Analysis

Publish

Mar 24, 2025 10:29 AM GMT+0

✨ Transforms Filters: Collapse factors

840

transforms-filters

You can focus on just one or more specific factors within your map (and the factors directly linked to them).

filters; collapse factors;

4: Analysis

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Mar 24, 2025 10:29 AM GMT+0

✨ Transforms Filters: Autocluster

850

transforms-filters

Often we have more labels that we really want. People like simple maps with 3-10 factors. 30 is about the maximum number you can possibly squeeze onto a map, and if you do you’ll not want more than 30 or 40 links

filters; autocluster; labels; factors; map; labelling

4: Analysis

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Mar 24, 2025 10:29 AM GMT+0

✨ Transforms Filters: 🧲 Magnetic labels

860

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

4: Analysis

Publish

Mar 24, 2025 10:29 AM GMT+0

🎨 Formatters: Overview

870

formatters

If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.

filters; formatters; colours; red; labels; opposites

4: Analysis

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Mar 24, 2025 10:29 AM GMT+0

🎨 Formatters: Link label position

880

formatters

If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.

filters; formatters; colours; red; labels; opposites

4: Analysis

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Mar 24, 2025 10:30 AM GMT+0

🎨 Formatters: Labels

890

formatters

How can we compare different groups like districts, gender or questionnaire sections, within maps?

formatters; tally; groups; links; surprise; labels

4: Analysis

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Mar 24, 2025 10:30 AM GMT+0

🎨 Formatters: Labels - Tally

900

formatters

How can we compare different groups like districts, gender or questionnaire sections, within maps?

formatters; tally; groups; links; surprise

4: Analysis

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Mar 24, 2025 10:30 AM GMT+0

🎨 Formatters: Labels - Surprise

910

formatters

How can we compare different groups like districts, gender or questionnaire sections, within maps?

filters; formatters; surprising links; surprise; map

4: Analysis

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Mar 24, 2025 10:33 AM GMT+0

🎨 Formatters: Sizes

920

formatters

How can we compare different groups like districts, gender or questionnaire sections, within maps?

formatters; tally; groups; links; surprise

4: Analysis

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Mar 24, 2025 10:33 AM GMT+0

🎨 Formatters: Colour factor text red

930

formatters

How can we compare different groups like districts, gender or questionnaire sections, within maps?

formatters; tally; groups; links; surprise

4: Analysis

Publish

Mar 24, 2025 10:34 AM GMT+0

🎨 Formatters: Translation

940

formatters

How can we compare different groups like districts, gender or questionnaire sections, within maps?

formatters; tally; groups; links; surprise

4: Analysis

Publish

Mar 24, 2025 10:34 AM GMT+0

🎨 Formatters: Colour links

950

formatters

If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.

filters; formatters; colours; red; labels; opposites

4: Analysis

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Mar 24, 2025 10:34 AM GMT+0

🎨 Formatters: Colour factors

1250

formatters

If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.

filters; formatters; colours; red; labels; opposites

4: Analysis

Publish

Mar 21, 2025 11:33 AM GMT+0

🎨 Formatters: Label wrapping

1260

formatters

If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.

filters; formatters; colours; red; labels; opposites

4: Analysis

Publish

Mar 21, 2025 11:33 AM GMT+0

🎨 Formatters: Factor spacing

1270

formatters

If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.

filters; formatters; colours; red; labels; opposites

4: Analysis

Publish

Mar 21, 2025 11:33 AM GMT+0

📊Tables tab overview

1280

specific-tables

This table counts factors differently to the mentions table as it counts links rather than individual factor mentions.

links table; presets; fields

4: Analysis

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Mar 21, 2025 11:33 AM GMT+0

🔗 The Links Table

1290

specific-tables

This table counts factors differently to the mentions table as it counts links rather than individual factor mentions.

links table; presets; fields

4: Analysis

Publish

Mar 21, 2025 11:33 AM GMT+0

👥 The Sources Table

1300

specific-tables

The sources table, when there are no filters applied or when viewing the preset filter Sources (basic), simply lists all of the respondents and any additional data collected about them (sex, age, location, education).

sources table; transforms filter; statements filter; fields

4: Analysis

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Mar 21, 2025 11:33 AM GMT+0

📊 The Factors table

1310

specific-tables

The factors table presents the factors applied during coding.

factors table; betweenness; in_degree; out_degree; codebook;

4: Analysis

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Mar 21, 2025 11:34 AM GMT+0

📜 The Statements Table

1320

specific-tables

This table makes searching for a specific statement easy.

statements table; search; fields

4: Analysis

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Mar 21, 2025 11:34 AM GMT+0

💬 The Mentions Table

1330

specific-tables

This table is useful when looking at how many times factors have been mentioned in links.

mentions table; links; influence; consequence; count

4: Analysis

Publish

Mar 21, 2025 11:34 AM GMT+0

❓ The Questions Table

1340

specific-tables

This table displays the text, ID, memo and map id for every question included in the questionnaire.

questions table; transforms filter; statements filter; fields; map

4: Analysis

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Mar 21, 2025 11:34 AM GMT+0

⚒️ The Closed Question Blocks Table

1340

specific-tables

The closed question table provides a summary of the responses to the closed questions asked at the end of each QuIP questionnaire domain.

closed question table; QuIP; questionnaire;

4: Analysis

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Mar 21, 2025 11:34 AM GMT+0

📕 Comparisons

1350

Theory

The Library allows you to save and share views of your data.

comparing maps; groups; filtering;

4: Analysis

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Mar 21, 2025 11:35 AM GMT+0

5: Coding with AI

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5️⃣ Section 5: AI

1000

Overview

On the next pages you will learn how to use AI to automatically analyse your data in Causal Map.

overview; AI

5: Coding with AI

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Mar 24, 2025 10:34 AM GMT+0

🤖 Auto-coding

1010

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

5: Coding with AI

Publish

Mar 24, 2025 10:34 AM GMT+0

🤖 Auto-coding: settings

1020

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

5: Coding with AI

Publish

Mar 24, 2025 10:34 AM GMT+0

The Responses tab

1030

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

5: Coding with AI

Publish

Mar 24, 2025 10:34 AM GMT+0

Causal Map AI app

1040

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

5: Coding with AI

Publish

Mar 24, 2025 10:34 AM GMT+0

💖 Sentiment

1050

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

5: Coding with AI

Publish

Mar 24, 2025 10:34 AM GMT+0

🗃️ Canonical workflow

1060

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

5: Coding with AI

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Mar 24, 2025 10:35 AM GMT+0

🔎 Semantic search

1070

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

5: Coding with AI

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The Spelling tab

1080

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

5: Coding with AI

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❕AI Answers

1090

This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.

auto-coding; AI; languages; prompt; identifying links

5: Coding with AI

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Mar 24, 2025 10:35 AM GMT+0

6: Technical reference

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6️⃣ Section 6: Technical reference

1100

Overview

This section contains technical reference for the Causal Map app.

technical reference; overview

🆕 What is new

6: Technical reference

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🆕 What is new

1110

Causal Map 3 has a more user-friendly interface with many new features that will make your user experience faster, smoother and more enjoyable.

differences; Causal Map 2; transfer; Causal Map 3; new; changes.

6️⃣ Section 6: Technical reference

6: Technical reference

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⚒️ Fields reference

1120

Theory

fields; factors table; links table; sources table; questions table; mentions table

6: Technical reference

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📝 Conventions

1130

conventions; formatting;

6: Technical reference

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📚 Glossary

1140

Theory

glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding

6: Technical reference

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📚 Transitivity trap

1150

Theory

glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding

6: Technical reference

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🔎 Widget: text search

1160

Theory

glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding

6: Technical reference

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⚒️ Core tables in Causal Map

1170

Theory

tables; Causal Map; columns; links; sources; questions; statements

6: Technical reference

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⚙ Functions for Causal Map

1180

Theory

functions; opensource R package; vignette

6: Technical reference

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🧑‍💻 Admin

1190

admin permissions;

6: Technical reference

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How Causal Map is hosted

1200

hosted; Causal Map;

6: Technical reference

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❓ FAQs

1210

Frequent Asked Questions.

Frequent Asked Questions; FAQ; special characters; security audit ; import; export; coding; bugs

6: Technical reference

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📝How to cite Causal Map

1220

6: Technical reference

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Template - New Documentation Page

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