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How to Create a Subject List

K
Written by Kay Chen

The Subject List tab allows users to filter, sort, and search for specific subjects within the project. This enhances efficient data management and analysis, providing essential data for creating narrative documents.

Create a Subject List

To Create a Subject list, follow these steps:

  1. Log into CoAuthor

  2. Open up a Project

  3. Click on the Subject Lists Tab

  4. Click the Create Button

  5. Click on Subject List

  6. In the Create Subject List modal, Enter a Name

  7. Click on the dropdown menu under "FIND SUBJECTS FROM DATASET"

  8. Select a menu item from the list

  9. Click on the dropdown menu under "WHOSE SUBJECT ID COLUMN IS"

  10. Select a menu item from the list

  11. Click Create

Comparing Grouped Filters vs. Separate Filters: Understanding Their Impact

Grouping Filters:

  • When you group filters, the conditions within the group are treated as a single logical block.

  • All conditions within the group must be met together.

  • This is useful when you want to combine specific criteria that work hand-in-hand.

  • For example, if you group filters for "post clicks" and "web visits," both conditions must be true for the filter to apply.

Adding Filters Separately:

  • When you add filters separately, each condition is evaluated independently.

  • The conditions are combined using "AND" or "OR" logic, but they do not interact as a block.

  • This means each condition must be true on its own for the filter to apply.

  • For example, if you add separate filters for "User ID is 1234" and "recent activity," both conditions must be true independently.

In summary, grouping filters creates a combined requirement where all conditions must be met together while adding filters separately evaluates each condition independently.

Add Filter

To Add Filters to your subject list, follow these steps:

  1. Log into CoAuthor

  2. Open up a Project

  3. Click on the Subject Lists Tab

  4. Click the Create Button

  5. Click to select Subject List

  6. In the Create Subject List modal, Enter a Name

  7. Click on the dropdown menu under "FIND SUBJECTS FROM DATASET"

  8. Select a menu item from the list

  9. Click on the dropdown menu under "WHOSE SUBJECT ID COLUMN IS"

  10. Select a menu item from the list

  11. Click on the Column menu to view the list

  12. Click on a Column name to select the column

  13. Click on the operator menu to display the list

  14. Select an operator from the list

  15. Click on the Value menu to display the menu

  16. Select a Value from the list

  17. Click the plus sign next to Filter to add another filter

  18. Repeat steps 11 - 17 until the filter criteria meet your requirements

  19. Click Create to create your subject list

Add a Group of Filters

The filter section allows you to group filters, enabling the creation of more complex and precise queries that optimize your filters to retrieve only the data you truly need.

To add a group of filters, follow these steps:

  1. Log into CoAuthor

  2. Open up a Project

  3. Click on the Subject Lists Tab

  4. Click the Create Button

  5. Click to select Subject List

  6. In the Create Subject List modal, Enter a Name

  7. Click on the dropdown menu under "FIND SUBJECTS FROM DATASET"

  8. Select a menu item from the list

  9. Click on the dropdown menu under "WHOSE SUBJECT ID COLUMN IS"

  10. Select a menu item from the list

  11. Click on the Column menu to view the list

  12. Click on a Column name to select the column

  13. Click on the operator menu to display the list

  14. Select an operator from the list

  15. Click on the Value menu to display the menu

  16. Select a Value from the list

  17. Click the plus sign next to Filter to add another filter

  18. Repeat steps 11 - 17 until the filter criteria meet your requirements

  19. Click the sign next to Group

  20. Repeat steps 11 - 17 until the Group filter criteria meet your requirements

  21. Click Create to create your subject list

Show Subject Data

The Show Subject Data buttons facilitate the preview of data corresponding to the filters configured within the established Subject List.

Friendly Labels

The "Friendly Labels" checkbox offers writers the ability to choose between displaying acronyms or their corresponding full names when applying filters.

Friendly Labels Unchecked

Uncheck the box next to "Friendly Labels" to display the acronyms.

Friendly Labels Checked

Select the checkbox labeled "Friendly Labels" to display the full names of each column.

Delete

Click on the delete icon to remove filters.

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