Data Visualizer provides a visual overview of key characteristics about the documents in your database. With Data Visualizer, you can explore documents at a glance without the need to review individual documents or predetermine a search. You can also use Data Visualizer to filter down sets of documents by particular document properties and attributes. This makes the visualizer particularly useful for early data exploration or iterative search building.

Read this article to:

• Understand how to navigate Data Visualizer
• Learn how to identify key characteristics in your data and find the document sets that share them 

Requirements

All users can use Data visualizer; no specific permissions are required.

Access Data Visualizer

Data Visualizer is accessible to every user, though users subject to document access management can only visualize the documents they have access to.

To visualize the results of a defined search: 

• From the search page: select Open data visualizer after building your initial search.
• From a results table: select Visualize from the top toolbar. This also visualizes the documents that meet your search criteria.
  
  Visualizations are always up-to-date documents, even if your results table has not been refreshed.

• To visualize a specific document property or attribute from a results table, select the corresponding column,  and then select Open visualizer for advanced filtering. This opens the appropriate visualization within Data Visualizer. To learn more about how to add columns to your results table, see this article about the results table.

  

To view visualizations of all documents in your project, go to Document Analytics > Data Visualizer.

Dashboard

Your Dashboard allows you to curate the visualizations that are most important to you for quick reference. It is a customizable space that displays any visualization that you pin. Depending on the number of pinned visualizations, the Dashboard may also show popular visualizations that you can optionally pin. In addition, pinned visualizations also appear in the Document Overview section of the Homepage. To learn more about the Document Overview, see this article about the homepage.

Customize your dashboard

You can add and remove visualizations to/from your Dashboard by pinning and unpinning them.

To pin new visualizations to the Dashboard, select the pin on the left of the visualization name.

On the Dashboard visualization cards, pinned visualizations have a three dot menu instead of the pin. To unpin a visualization from the Dashboard, select the menu and then select Unpin.

On each visualization, the color of the pin shows whether the visualization is currently pinned to the Dashboard:

• dark gray means the visualization is pinned
• light gray means the visualization is not pinned

To pin or unpin a visualization, select the pin.

Besides pinning, you can further customize your Dashboard by:

• Arranging the order of pinned visualizations
• Deciding the size of the pinned visualizations. 

To rearrange the order of the Dashboard visualizations, hold down and drag to the desired position.

To change the size of the visualizations, use the toggle in the upper right to switch between a more compact view or a view with larger visualizations.

Dashboards are saved per project for your account, meaning that if you leave Data Visualizer, then come back to it, your dashboard settings are maintained. However, your dashboard settings do not affect others on your project.

View visualizations

The lefthand sidebar displays categories of the visualization. Select any category to see a list of the visualizations with in:

Use the filter box near the top of the sidebar to find a specific visualization. 

To open a visualization, select it from the sidebar. A histogram (distribution graph) of the unique values for that field across the document set, and the count of the number of documents with that value, is displayed.

If the field is an alias, you can see the underlying fields that comprise the aliased field near the visualization name. To navigate to an underlying field, click on its name. If the name is not highlighted in blue, it means the underlying field, and the associated visualization, is hidden from view in the project. To learn more about alias fields and hiding metadata fields, see this article about document metadata.  

Some visualizations have additional modifiers that can be toggled. These additional options are  under the visualization name. For example, the Custodian visualization can be modified to pull values from either the Custodian field or the All Custodians field. 

Selections preview

When you open Data Visualizer, there is a collapsed sidebar on the right called Preview. Select anywhere on the bar, or press the space bar on your keyboard, to expand the Preview, which is called Selections preview when it is expanded. This creates a split screen between the visualization and the Selections preview.

Selections preview functions similarly to a results table, though with more limited functionality. From here, you can:

• Resize the Selections preview window
• Resize columns
• Add and remove columns: To do so, scroll all the way to the right side of the table and select the Add or remove button in the table header. This opens a dialog to select the columns.
  
• Select and deselect documents to act on using the checkboxes on the left
• Preview documents: To do so, scroll all the way to the right side of the table and select the preview button. 
• Use the Batch button to take any actions that you can take from the Batch menu in a results table:
  • Modify
  • Assign
  • Redact
  • Add to or remove from project
  • Copy work product to project
  • Reprocess
  • Assign or remove Other Bates
• Use the Everlaw AI button to perform Review Assistant batch actions:
  • Coding suggestions
  • Descriptions and summaries
  • Extractions
  • Translations
  • Topics
• Use the Export button to export to CSV, PDF, ZIP, Production, or LFP
• Enter Explore mode, which allows you to explore selections across visualizations without adding filters

Selections preview is useful to have open as you explore Data Visualizer for two main reasons:

• The results table view  gives you a deeper understanding of the documents you are exploring and provides more detailed information about them
• You can act on documents that you identify, such as batching out sets for assignment 

By default, Selections preview lists all the documents that are present in your visualized search. You can update the documents listed in three ways:

1. Make a selection in any visualization, without applying it as a filter. The list updates to display just the documents that meet your current selection, but doesn't update the visualization.
2. Apply a filter. This limits both the documents that are visualized and those listed in the Selections preview to those that meet your filter(s)
3. Enter Explore mode. In this mode, you can navigate through visualizations and preview documents for individual visualizations. 

To close Selections preview, select the collapse button

Explore mode

Explore mode lets you explore possible selections across visualizations. This is useful when there are values within visualizations that you're interested in, and you want to learn more about the documents that meet a given value before you confirm that value as a selection.

To enter explore mode, select the button in Selections preview.

In Explore mode, no documents are listed in the the Selections preview by default. 

Instead, you choose a value within a visualization, and the documents with that value are listed. When you choose a new value, the listed documents update to those meeting the new value instead.

In the example below, the Spreadsheet Doc Type is highlighted, and the 1,035 spreadsheet documents are listed in the Selections preview.

If you choose the Text Doc Type instead, the preview updates to list the 4,546 text documents.

If your current value includes interesting documents and you decide you want to add it as a selection to incorporate as a filter when you're done exploring, select Update current selection. This adds that value to your current selection(s) (highlighted in blue), and then allows you to keep exploring. In the image below, both Text and Spreadsheet document types have been added as selections, but only the 1,035 spreadsheets are listed in the Selections preview, because that is the value that is currently being explored.

When you exit Explore mode (by selecting the explore button again), any values that you have added as selections are still highlighted as selections, allowing you to add filters for them.

Apply filters

You can create filters to narrow in on sets of documents sharing specific characteristics, similar to filtering in a results table. Once you've filtered your documents, only that set of documents is visualized in all the other visualizations. To use Data Visualizer to filter documents:

1. Open a visualization that you want to filter by.
2. Select one or more values. If Selections preview is open, a View graph selections box appears. Select it to see your filter options:
   
   If Selections preview is collapsed, a dialog opens on the right side with options for filters:
   
3. To filter your visualizations to documents that meet any one of your selected values, keep the filter at Any of. 
   To filter to documents that meet all of the select values, select All of. 
   To exclude your selected value(s), select Exclude.
    
4. Select Add Filters.

After the filter is applied, all resulting graphs adjust to reflect the newly filtered set of documents. You can remove filters from the top of the screen once they are applied by selecting the red x.

Filters can be shared between Data visualizer and the results table. If you apply filters in the visualizer and switch to the results table, you can choose for the documents, counts, and values to reflect the filters. For more information, see the data visualization filters in the results table section of this article.  

Video: Build a search using filters

Explore and filter by codes

Under the review section, you can filter your documents by review work product. When you're doing quality assurance on coding, or want to understand more about how the documents in your project re coded, use the Codes by Category visualization. To access it, select Codes by Category.

To drill down deeper to see how documents within a given category are coded, select the name of the category. 
 

This switches you to a visualization of the codes within that category.

Here are a few additional details about working with the Codes by category visualization:

• To return to the categories view, select All code categories in the header.
  
• If there is a particular category that you want to add to your Dashboard, select the pin button next to the category or press the pin keyboard shortcut ‘p’.
• Filters applied on categories reflect as filters on the results table column Coded under.

To select categories and codes at the same time:

1. Select one or more categories on the top-level view. Do not add filters.
2. Click on the name of a category to access the visualization of the codes within it.
3. Select the code(s) to filter by. 
4. Select Add filters.

When you add multiple types of filters, separate filters are created for categories and codes. This is shown by two separate filter labels being created when applying filter selections of both categories and codes.

Not coded value

To view the number of documents with no codes applied to your view, select Show docs with no code values. This displays a bar with the number of documents in your visualized set that have no codes applied. You can select this bar to add it as a filter.

Explore and filter by date

The Dates category allows you to filter your documents by a date range. 

To use the date selection tool:

1. Select Date to expand the visualizations in this category.

2. Select a date field to visualize.
   

   Tip

   The Primary Date visualization lets you visualize all document types in a single visualization.

3.  [Optional] To select a range to zoom into, click and drag on the bottom date bar. The range selected in the bottom chart is reflected in the main visualization.
   
   You can move your selection by dragging it. 
   You can resize your selection by clicking and dragging either end.
    
4. [Optional] To select the filter you’d like to add, click and drag a range in the top main chart. 
   
5. To apply a date range filter to your search, select Add filter. If you do not add the filter and move away from the page, a dialog box asks if you’d like to continue without the filters, or go back to apply them.
   

After you apply a filter, all other visualizations are displayed with the filter(s) applied. Once you select a date filter, you can view the breakdown of fields like subject, author, and doc type within that specific date range. You can filter by any visualization and visualize all subsequent visualizations with that filter applied. Your applied filters are shown at the top of the page. 

To remove a filter, select the red x.
 

Explore and filter by file path

You can use Data Visualizer to explore the file structure of documents. To do so, choose File Path under the Document section of Data Visualizer.

The top level lists all the custodians present in your search.

You can sort by alphabetical order or by document count.

From here, you can start looking into specific custodians or start creating filters.

To drill into the full folder structure of an outer folder at once, select the Expand all subfolders button that is displayed when you hover over the folder name. This expands all the folders within this outer folder, up to the first 1,000 folders.

Alternatively, select the caret next to the custodian's name to start expanding the folder structure layer by layer.

When expanded, the visualization displays the names of any datasets (native uploads) that include documents from this custodian, assuming no additionally restrictive search or filter criteria. 

For processed documents, “(No dataset)” is displayed unless the document has a metadata value for Dataset.

To continue exploring the underlying folders and documents, select the caret for any subfolder(s) whose contents you want to view. There can be underlying folders, documents, or both. You can continue to drill down through datasets by expanding the nested folders. The entire folder structure is displayed for each custodian/folder you expand.

Filter by file path(s)

You can add filters for multiple custodians or multiple subfolders.

To create a filter for any folder/files, select the checkbox next to it. If the folder:

• Is a subfolder, all the outer folders that it is nested within are marked to show that they are partially selected. 
•  Has subfolders within it, all the sub-folders and files are automatically selected

This also gives you a visual trail of the file path for the selection you have made. 

To select multiple contiguous folders at the same time:

1. Select the top or bottom folder in the sequence.
2. Hold "shift" on your keyboard.
3. Select the bottom or top folder in the sequence.

When you have selected the folders and/or files you want, select Add filter. This adds the filter to visualize only your selections.

When filtering your visualization, you may notice a banner appear at the top of the visualization saying that the current visualization only includes the paths of documents that match your search and filter criteria.

This means that, due to your search and filter criteria, not all directories are being displayed. Select View all X paths to open a visualization in a new browser tab that displays all possible paths in the project.

Additionally, the number of hits indicated within a given file path may be greater than the actual number of documents at the path. This is because the file path visualization includes the file paths for documents that were deduplicated out of an upload. In the image below, there are 13,800 hits indicated in the "Enron Part 1" folder, but only 6,832 documents. This is because at least some of the documents are associated with multiple file paths preserved during upload deduplication.

Explore and filter by email participants

You can find email participant metadata under the People category on the left-hand sidebar. The To, From, Cc, and Bcc terms as well as the Parties and Recipients smart terms are all email participant fields. You can learn more about these fields in this article about searching emails.

For these visualizations, you can view the values by count of Domains, Entities (previously known as "contact names"), and/or Email Addresses using the checkboxes at the top of the visualization.

To filter by one or more specific values:

1. Select the horizontal bar(s) you would like to add.
   Selecting Contact Names automatically include all email addresses associated with the displayed Contact Names. Hover your cursor over the bar to see these email addresses.
2. As you begin to select values, the Graph Selections box appears on the right-hand side with the Any of, All of, Exclude, and and nothing else modifiers. Read this article on searching emails to learn how these affect your search.
   Graph Selections shows you the number of hits associated with the bars you have selected. This number is not necessarily the exact count of documents that match your search, as a single email can be sent to multiple recipients and thus match several values in the list.
3. To view the count of documents that match your search, select Add filters.
   

Export Data Visualizer results
 

To export a report of your Data Visualizer results, select Export in the top right corner of your visualization. This exports hit counts for all properties currently visualized, limited by applied search and filter criteria.  

Data Visualizer filters in the results table

When you add or remove filters to a search in Data Visualizer, you can choose whether or not to apply those changes to the underlying search. 

• To apply filter changes, select Apply filters to search. This takes you to the results table with the filter changes applied.
• If you do not want to alter the underlying search, select View results table. This takes you to the results table without any additional applied filters.

Filters are preserved, so if you go to another page on the site, then return to the search card, your filters are not deleted.

You can return to Data Visualizer by selecting Visualize again. Filters can be added, removed or edited in the results table. In Data Visualizer, they can only be only added or removed.

To create a new search card with filters applied to the underlying search, select the three-dot menu in the top right and select Create new search from filtered results.  Your filters from the Data Visualizer are now applied as search terms. 

When you creates two filters in Data Visualizer in the same category, such as two separate filters on codes, then returns to the results table, only the first created filter is editable. An uneditable filter has a red X in the label instead of an edit button. Select on the red X to remove the filter.

Learn more about filtering in the results table in this article.