Contents. About this Book...1 Audience... 1 Prerequisites... 1 Conventions... 2

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3 Contents About this Book...1 Audience... 1 Prerequisites... 1 Conventions About SAS Sentiment Analysis Workbench What Is SAS Sentiment Analysis Workbench? Benefits of Using SAS Sentiment Analysis Workbench How Does SAS Sentiment Analysis Workbench Work? Architecture SAS Sentiment Analysis Workbench Interface Your First Look at the SAS Sentiment Analysis Workbench User Interface Open the SAS Sentiment Analysis Studio User Interface Viewing the Default Tab Selection File Menu Help Menu SAS Sentiment Analysis Workbench Tabs About the Availability of Tabs and Panes About Tabs Documents Tab Reports Tab Queries Tab Miscellaneous Windows Log On Window Open Project Window Change Password Window New Report Window Create Chart Window Categories Window Product Features Window Status Windows iii

4 3 Document Analyses Why You Should Review the Automated Document Analyses for Your Documents Displaying a Document See the Automated Analyses How to Use the Automated Analyses See the Metadata See the Sentiment Analysis See the Categorization Analysis See the Concept Extraction Analysis See the Prominence and Dominance Analysis Editing the Automated Analysis The Benefits of Editing Automated Analyses Edit Overall Sentiment Edit Sentiment and Categorization Analyses Add a Sentiment or Categorization Node Enter Comments Finalizing Changes Creating Reports and Querying Overview of Creating Reports and Querying Creating a Report Before You Create a Report A Considering the Graph Variables B Selecting a Graph C Changing Graph Views D Selecting One or Two Analysis Types E The Differences between Filtering and Graphing Add a Report Create a Graph Delete a Graph Exporting Results Export a Graph Export a Report Query the Documents...76 iv SAS Sentiment Analysis Workbench: User s Guide

5 Appendixes A Recommended Reading...81 B Glossary...83 SAS Sentiment Analysis Workbench: User s Guide v

6 vi SAS Sentiment Analysis Workbench: User s Guide

7 About this Book Audience The user features of SAS Sentiment Analysis Workbench are designed for analysts who perform the following tasks: - review and edit the automated analyses generated by this application for individual documents - create reports with graphs that illustrate the analyses for all, or some, of the input documents You could be assigned one of these functions, or both of them. Prerequisites Here are the prerequisites for using SAS Sentiment Analysis Workbench: - SAS Sentiment Analysis Workbench installed on your machine - access to a project with all of the prerequisite files installed and running on your machine 1

8 Conventions This manual uses the following typographical conventions: Convention TGM_ROOT.xml Update button Positive Description The root directory where SAS Sentiment Analysis Workbench is installed, typically the following: Windows: C:/Program Files/SAS/SAS Sentiment Analysis Workbench UNIX: /opt/sas Sentiment Analysis Workbench Code examples are shown in a fixed-width font. The labels for user interface controls are shown in a bold, sansserif font. The names of taxonomy nodes appear in a fixed-width font. The hypertext links are shown in a light blue, fixed-width font, and are underlined. 2 SAS Sentiment Analysis Workbench: User s Guide

9 1 About SAS Sentiment Analysis Workbench - What Is SAS Sentiment Analysis Workbench? - Benefits of Using SAS Sentiment Analysis Workbench - How Does SAS Sentiment Analysis Workbench Work? - Architecture 1.1 What Is SAS Sentiment Analysis Workbench? SAS Sentiment Analysis Workbench enables analysts to review the data generated about input documents. These users can see the sentiment expressed in a document, by product and feature, and the matching categories and concepts for these documents. When you choose to use SAS Sentiment Analysis Workbench, you can analyze each document, create graphs, and generate reports. You can also search the documents to obtain the information that you are seeking. SAS Sentiment Analysis Workbench combines several key technologies to provide a comprehensive solution to data analysis:

10 Workbench SAS Sentiment Analysis Workbench enables you to build a custom project that deploys files from SAS Content Categorization Studio and SAS Sentiment Analysis Studio. A choice of tools choose to deploy any of several tools to obtain the information that you seek. Sentiment analysis identify the feelings expressed in input documents. You can analyze the expressed overall sentiment, or choose to isolate a product or a feature of the product. Categorization classify input documents according to the matches on category rules located within the text of these documents. Concepts extraction extract entities located in your documents and their relationships. For example, locate the names of cities and states. Reports create reports that include various types of charts. These charts can be pie charts, line plots, bar charts, or phrase clouds. Phrase clouds display the matching terms in a font size that represents matching term frequency by font size. In other words, the large the font size for the matched term the more frequently it occurs in the document. Intuitive user interface use the SAS Sentiment Analysis Workbench user interface to create a custom project. 4 SAS Sentiment Analysis Workbench: User s Guide

11 1.2 Benefits of Using SAS Sentiment Analysis Workbench SAS Sentiment Analysis Workbench provides the following benefits: Empowers business owners by analyzing data SAS Sentiment Analysis Workbench includes functionality that is designed to fit your organization s requirements by summarizing, classifying, and returning metadata on your data. Improves the business value of IT and the corporate data that it manages SAS Sentiment Analysis Workbench provides you with easy, self-service access to the information contained in your documents. Use SAS Sentiment Analysis Workbench to manage and access your data. Saves money on training and support costs SAS Sentiment Analysis Workbench is so simple that you can quickly become self-sufficient, with minimal IT support and no need for extensive training. Once you start using SAS Sentiment Analysis Workbench you are no longer dependent on the IT staff. 1.3 How Does SAS Sentiment Analysis Workbench Work? SAS Sentiment Analysis Workbench is an application that anyone can use to locate the sentiment of, and to classify and extract the metadata from, input documents. You can interactively obtain this information after you configure the program to meet your requirements, without using a programming language. Use the SAS Sentiment Analysis Workbench interface to obtain the sentiment expressed in input documents. See the matching terms for the categories that classify these documents and locate the concepts that extract the metadata of these documents. Choose to search your input documents, create several types of graphs for the program s output, or generate reports. SAS Sentiment Analysis Workbench: User s Guide 5

12 1.4 Architecture Use the architecture diagram below to gain an overview of the application processes. Figure 1-1 SAS Sentiment Analysis Workbench 6 SAS Sentiment Analysis Workbench: User s Guide

13 2 SAS Sentiment Analysis Workbench Interface - Your First Look at the SAS Sentiment Analysis Workbench User Interface - SAS Sentiment Analysis Workbench Tabs - Miscellaneous Windows 2.1 Your First Look at the SAS Sentiment Analysis Workbench User Interface The SAS Sentiment Analysis Workbench user interface provides the workspace that you use to analyze the attitudes expressed in input documents. You can also see the categories that classify this document, and the matching concepts, features, products, keywords, and other related data Open the SAS Sentiment Analysis Studio User Interface To open the SAS Sentiment Analysis Workbench user interface, complete these steps:

14 1. Select Start > Programs > SAS Sentiment Analysis Workbench > Workbench. 2. Type the user name that the administrator assigned to you into the User name field. 3. Type the password that the administrator assigned to you into the Password field. 8 SAS Sentiment Analysis Workbench: User s Guide

15 4. Click Log On and the SAS Sentiment Analysis Workbench Open Project window appears. See the list of projects that the administrator granted you permission to access. 5. (Optional) Select a project, unless you choose to use the project selected by default. 6. Click OK. SAS Sentiment Analysis Workbench: User s Guide 9

16 7. The SAS Sentiment Analysis Workbench user interface appears. By default the Documents pane appears Viewing the Default Tab Selection The components of the Documents pane are listed below from top to bottom: Application bar specifies the name of the program, SAS Sentiment Analysis Workbench. Menu bar contains the menus for project tasks. Project Title displays the name and user of the current project. Documents tab displays the input texts. Analyze these documents in the work area provided. Reports tab create and use charts that graph the information analyses. 10 SAS Sentiment Analysis Workbench: User s Guide

17 Queries tab display subsets of documents that include the criteria that you specified. You can also choose to use the default settings to see a list, and a count, of all of the documents loaded into the project. Hint: The width of the panels can be adjusted by dragging that is located between the two main panes. Documents tab serves as a container that provides access to tasks that analyze the input documents File Menu Use the File menu for application-specific operations: Project List see a list of the projects that you have permission to use. For more information, see Section Open Project Window on page 30. Change Password open the Change Password dialog box where you can reset your password. For more information, see Section Change Password Window on page Help Menu Use the Help menu to learn about SAS Sentiment Analysis Workbench: About SAS Sentiment Analysis Workbench see version and copyright information for this application. SAS Sentiment Analysis Workbench: User s Guide 11

18 2.2 SAS Sentiment Analysis Workbench Tabs About the Availability of Tabs and Panes Your location in the SAS Sentiment Analysis Workbench application influences whether a menu or menu selection is available to use. Some tasks are available only within some of the panes in the user interface. The parameters that you specify in the Documents tab affect the results generated in the Reports tab About Tabs Select any of the tabs to open the specified set of operations for your project. For example, select Reports to create, edit, or remove a report and all of its graphs. The menus contain operations that apply to the entire project, or are limited to the currently displayed tab. For example, report operations are limited to the Reports tab, but changes applied in the Documents tab also apply to the Reports tab Documents Tab Use the operations in the Documents tab to review the automated analyses for each individual document. You can also edit these analyses. 12 SAS Sentiment Analysis Workbench: User s Guide

19 Display 2-1 Documents Tab Documents see the various types of analytics performed using the operations available in this pane. Untitled (default entry is Untitled) see the title of the selected document in this field. Document see the text of the selected document. When you click on the nodes displayed in the analyses panes to the right, the document text is highlighted to reflect matches. Table 2-1: Analyses Check Boxes Analysis Sentiment Analysis Positive- or NegativeKeywords Product or Feature Categorization Match Color Positive: green Negative: red Black Brown SAS Sentiment Analysis Workbench: User s Guide 13

20 Table 2-1: Analyses Check Boxes (Continued) Analysis Concept Analysis Prominence Information Dominance Information Match Color Purple Blue Purple Metadata see the information about the data on the data for an input document. Display 2-2 Metadata Tab Link see the link for a document, if it is available, here. Creation Date Path Source State see the date and time that this document was created. see the path to the folder where this document is located. specifies the uploaded folder location for this document. (default: Working) choose Finalized when you complete the analysis of this document. Sentiment Analysis 14 SAS Sentiment Analysis Workbench: User s Guide

21 see and edit the results of the opinion analysis that was performed on an input document using the sentiment analysis project uploaded by the administrator. Display 2-1 Sentiment Analysis Tab. Sentiment see the analysis of the overall emotion expressed for the object in the document. In this example, the expressed sentiment is Positive. Click Color Box to change this to Neutral or Negative. see the correlating result for sentiment is highlighted in green (positive), no color (neutral), or red (negative). Add Node click to add a rule from the loaded sentiment analysis project. This rule analyzes the selected document, only. SAS Sentiment Analysis Workbench: User s Guide 15

22 Nodes see the matched nodes that were imported from the SAS Sentiment Analysis Studio project that was specified by the administrator. Click a node to see the matching words highlighted in the input document. The nodes that appear as black boxes mean that there is no match for this rule, but there are matches for child rules. Check marks indicate a match, while white boxes indicate the presence of matches. If a term is gray, there are no matching terms. However, a gray node could indicate the overall sentiment that is expressed by the document. See the example shown below: Polarity Keywords see the matched nodes that were imported from the SAS Sentiment Analysis Studio project that was specified by the administrator. 16 SAS Sentiment Analysis Workbench: User s Guide

23 Click either Positive or Negative to see the matching words highlighted in the input document. Categorization see and edit the results of the category analysis that was performed on an input document using the category project that was uploaded by the administrator. Display 2-2 Categorization Tab. Add Node click to add a rule from the loaded categories project. This rule analyzes the selected document, only. Nodes see the matched category nodes that were imported from the categories project that was specified by the administrator. Concept Extraction see and edit the results of the concept analysis that was performed using the concepts project uploaded by the administrator. SAS Sentiment Analysis Workbench: User s Guide 17

24 Display 2-3 Concept Extraction Tab Nodes see the matched concept nodes that were imported from the concepts project that was specified by the administrator. Prominence and Dominance see where the matched terms are located and the frequency of these terms in the input document. Display 2-4 Prominence and Dominance Tab Prominence Information see where the information about the product is located in the document. The information appears in either the top 20% or the bottom 80% of the selected document. Dominance Information see whether a product, brand, or another object is dominant or exclusive. When an object is dominant, it is mentioned more frequently than the other comparable objects that you defined in the Products tab of SAS Sentiment Analysis Studio. For example, is P&S Camera mentioned more often in the input document than 18 SAS Sentiment Analysis Workbench: User s Guide

25 camera? If it is the only one of this type of object that is matched, it is Exclusive. Comments enter any notes that you want to make in the Comments tab. Display 2-5 Comments Tab Update if you make any changes in the preceding panes, click this button. SAS Sentiment Analysis Workbench: User s Guide 19

26 2.2.4 Reports Tab Here are the operations that are available in the Reports tab. Display 2-3 Reports Tab Reports create, delete, and export reports in the Reports pane. Perform the following operations after you create a report by right-clicking in the Reports pane. (For more information, see Section New Report Window on page 32.) Create Report open the Create Report window. For more information, see Section New Report Window on page 32. Export Report save the selected report as a.xml file in the location that you select on your local machine. All of the information for the charts that you create for this report is saved here. Delete Report remove the selected report. Report Settings perform the following operations after you create a report by rightclicking in the Reports pane. (For more information, see Section New Report Window on page 32.) Create Chart 20 SAS Sentiment Analysis Workbench: User s Guide

27 open the Create Chart window and specify the type and constraints of your graph. For more information, see Section Create Chart Window on page 33. Export Chart save the selected chart as a.xml file in the location that you select on your local machine. Delete Chart remove the selected chart. After you create a chart, the Configuration, Documents, and Chart tabs appear. Display 2-4 Report Settings Pane Configuration SAS Sentiment Analysis Workbench: User s Guide 21

28 (default setting) specify the settings for your chart. Specify a query using these parameters. use these fields to create a graph. This pane is the same as the Queries pane. To view the Queries tab, see Section Queries Tab on page 28. Keyword enter a search term to locate in the analyzed documents. From date click to search. To date click search. Categories to select the starting date in the range of documents to select the ending date in the range of documents to click to open the Categories window where you can limit search to the categories that you select. For more information, see Section Categories Window on page 34. Note: Unless you write a rule to include the rules of child categories in the parent category, the rule of the parent category is the only rule that locates matches. Sentiment leave the default selection All. Click Negative, or Neutral. Features to select Positive, click to select the attributes of the topic that you are searching within. Directory 22 SAS Sentiment Analysis Workbench: User s Guide

29 leave the default selection All. Click to one file folder. Configure your chart. Chart Type to limit the search Axis X click to select a type of chart. Pie Chart see a graph that looks like a pie with slices that represent the number of matching documents. Line Plot see a line that zigzags to illustrate the matches. Bar Chart see bars where height represents the number of matches. Stacked Bar Chart see bars on top of one another. Each bar represents one set of results that are differentiated by color. Stacked Line Plot see two zigzag lines that each reflect one set of results. Phrase Cloud see the matching terms in a font size that represents matching term frequency by font size. The large the font, the more frequently it occurs in the document. click the check box to enable any of the operations under Description. Note: Axis Y, with the same settings as those shown for Axis X, becomes available when you choose a stacked chart. Description choose any of these operations, categories, features, sentiment, or createtime. SAS Sentiment Analysis Workbench: User s Guide 23

30 Parameter Update Documents click save the input information. to change hour to day, month, or year. see the number of, and list of, matching documents. Click on a hyperlink to display the selected document in the Documents tab. Display 2-5 Documents Tab. 24 SAS Sentiment Analysis Workbench: User s Guide

31 Chart see the graph that you defined. Run your cursor along the outline of the graph to locate the values for the expressed sentiments. For example, Sentiment: Positive Value: 4. If you run your cursor over the area of the graph that charts negative sentiment, a similar box appears. Display 2-6 Chart Tab Displaying a Pie Chart To stretch a line plot, use the bar that appears when you click the righthand, lower right corner of the graph. SAS Sentiment Analysis Workbench: User s Guide 25

32 Display 2-7 Viewing the Stretch Bar in a Line Plot To make changes to the Phrase Cloud, use the drop-down menu and the bars below this chart. Display 2-8 Viewing the Bars for the Phrase Cloud 26 SAS Sentiment Analysis Workbench: User s Guide

33 Here are the operations that are available for Phrase Clouds: Number indicates the number of matching terms. Color Gradient use this drop-down menu to change the colors in this chart. Select fire for dark red, ice for blue, fall for shades of red, and style for shades of red and pink. basefontsize slide the bar selector to increase or decrease the text of the matching terms. sizefactor slide the bar selector to increase the differential between the smallest and largest size font. numterms slide the bar selector to increase or decrease the number of matching terms in the display. SAS Sentiment Analysis Workbench: User s Guide 27

34 2.2.5 Queries Tab Here are the operations that are available in the Queries tab. Display 2-9 Queries Tab Search History see each of the terms that you entered into the Keyword field. Each query appears in the Search History pane after you click Search. Remove delete the selected search term from the Search History section. Clear All delete all of the search terms from the Search History section. Search set the search requirements in these fields. For information about the fields and settings in this pane that are not explained below, see Section Reports Tab on page 20. Search locate the matching terms in the analyzed document. The matching files appear as links. Select a link to see the document contents in the Documents tab. results found see the total number of documents in your project when you search using the default specifications. 28 SAS Sentiment Analysis Workbench: User s Guide

35 documents documents are shown in green. Hyperlinks that open the document in the Document pane are displayed in blue. 2.3 Miscellaneous Windows Log On Window Use the Log On window to gain access to the program. (The fields in this window are case-sensitive.) To open and use the Log On window, complete these steps: 1. Select Start > Programs > SAS Sentiment Analysis Workbench > Workbench. 2. The SAS Sentiment Analysis Workbench user interface appears and displays the Log On window. 3. Type the user name that the project administrator assigned to you into the User name field. 4. Type the password that the project administrator assigned to you into the Password field. SAS Sentiment Analysis Workbench: User s Guide 29

36 5. (Optional) If you make a typing error, click Reset. 6. Click Log On Open Project Window Use the Open Project window to select a project. To open and use the Open Project window, complete these steps: 1. Select File > Project List. The Open Project window appears. 2. (Optional) Select a project that is not the default selection under Open Project. 3. Click OK. 30 SAS Sentiment Analysis Workbench: User s Guide

37 2.3.3 Change Password Window Use the Change Password window to enter a new password. To open and use the Change Password window, complete these steps: 1. Select File > Change Password. The Change Password window appears. Note: The starred (*) fields are required. 2. Type your password into the Old Password field. 3. Type a new password into the New Password field. 4. Type your new password into the Re-enter Password field. 5. Click OK. Use your new password whenever you access SAS Sentiment Analysis Workbench. SAS Sentiment Analysis Workbench: User s Guide 31

38 2.3.4 New Report Window Use the New Report window to name the new report so that you can view the analyses of your input documents as charts. To open and use the New Report window, complete these steps: 1. Right-click in the Reports pane and select New Report in the menu that appears. 2. The New Report window appears. Type the name of the new report that you are creating into the Name field. 3. Click OK. 32 SAS Sentiment Analysis Workbench: User s Guide

39 2.3.5 Create Chart Window Use the Create Chart window to specify the graphs that illustrate the analysis results. To open and use the Create Chart window, complete these steps: 1. Click Create Chart in the Reports pane. The Create Chart window appears. 2. Type in the name of the new chart into the Chart Name field. 3. Before you enter your query and graph parameters, see Section Reports Tab on page Click OK to save your settings or Cancel to return to the default settings. SAS Sentiment Analysis Workbench: User s Guide 33

40 2.3.6 Categories Window Use the Categories window to select the categories that filter your documents. When you select one or more categories, only the documents that are classified into this category are searched. For example, if you choose to return all of the documents that express a positive sentiment in a directory, you might see 32 results. However, if you select the Dance category for these documents, you might see only five matches. To open and use the Categories window, complete these steps: 1. Select the Reports tab. 2. Click Create Chart and the Create Chart window appears. 34 SAS Sentiment Analysis Workbench: User s Guide

41 3. Click that is located to the right of the Categories field and the Categories window appears. 4. Select the category, or categories, that you want to match. For example, select Festive Event (Including Carnival) and Dance. 5. Click OK. SAS Sentiment Analysis Workbench: User s Guide 35

42 2.3.7 Product Features Window Use the Product Features window to select the features of the product to match in your documents. When you select a feature, only the documents that contain matching terms are returned. To open and use the Product Features window, complete these steps: 1. Select the Reports tab. 2. Click Create Chart and the Create Chart window appears. 36 SAS Sentiment Analysis Workbench: User s Guide

43 3. Click that is located to the right of the Features field and the Product Features window appears. 4. Select the feature, or features, to match. 5. Click OK. SAS Sentiment Analysis Workbench: User s Guide 37

44 2.3.8 Status Windows Status windows appear when you perform an operation that requires verification to complete. For example, if you want to delete a graph or a report from your project, a status window appears. To see one example of a status window, complete these steps: 1. Select a graph in the Reports pane. 2. Click Delete Chart. The Confirm Chart Delete window appears. 3. Click Yes or No to close this window and complete this operation. Note: If an error occurs, or you have difficulties with the user interface, refresh the project, log off, or select File --> Project List to close and reopen the project. 38 SAS Sentiment Analysis Workbench: User s Guide

45 3 Document Analyses - Why You Should Review the Automated Document Analyses for Your Documents - Displaying a Document - See the Automated Analyses - Editing the Automated Analysis - Enter Comments - Finalizing Changes 3.1 Why You Should Review the Automated Document Analyses for Your Documents Use the Sentiment Analysis, Categorization, Concept Extraction, and Prominence and Dominance panes to see the automated analyses for your input documents. After you review these analyses, you can edit them. These changes are then reflected in the graphs that form the reports that you generate in the Reports tab. Review the automated analyses for your input documents for some, or all, of the following purposes: - Select a term that appears in one of the hierarchies in the Document panes to see the matching terms highlighted in the input document. These matches enable you to see the exact words that are matched by the rule that defines the selected node. - You can deselect a check box in the Sentiment Analysis or Categorization panes to remove any unsatisfactory results. This operation also removes the terms that you want to disqualify from the graphs that you generate in the Reports pane. However, you can still see

46 the matching terms in your input documents if you select the term that defines the unchecked node. - Choose to redefine the overall sentiment of a document based on your expertise and considering the matching terms for the selected analyses. For example, you could select neutral in the drop-down menu to the right of Sentiment, if you determine that a blogger is expressing bias instead of expressing true sentiment. - Choose to type notes about the work that you have done into the Comments pane. You can also choose to mark a document as Finalized when you have completed the editing process. SAS Sentiment Analysis Workbench enables you to analyze all of these operations daily, as new sets of documents are uploaded to your project by the project administrator. The changes that you make, using the operations in this chapter, affect the individual document that you selected. These changes can also affect the reports and charts that you generate in the Reports pane. For more information about charts and reports, see Chapter 4: Creating Reports and Querying. Use this chapter after you open a project. For information about how to open a project, see Section Open the SAS Sentiment Analysis Studio User Interface on page SAS Sentiment Analysis Workbench: User s Guide

47 3.2 Displaying a Document When you open a project, the Documents pane is displayed by default. (For information about opening a project, see Section Open the SAS Sentiment Analysis Studio User Interface on page 7.) To see a document and its automated analyses, complete these steps: 1. Click to open the folders that contain the uploaded documents. 2. See the name of the selected document at the top of the middle pane of the Documents pane. For example, 00003a035c xml. 3. Read through the contents of the document as it is displayed below its title. SAS Sentiment Analysis Workbench: User s Guide 41

48 3.3 See the Automated Analyses How to Use the Automated Analyses Use the automated analyses to review your documents. These analytics show you the matched terms and their location in the document. They enable you to see whether your rules are sufficient and how they are applied. The available analytics are determined by the specific projects that were uploaded by your administrator. All of the document analytics are applied when the set of documents is uploaded, by the administrator, to SAS Sentiment Analysis Workbench. After you view your documents, you can make changes to the sentiment and categorization analyses in the project. For more information, see Section 3.4 Editing the Automated Analysis on page See the Metadata You can see, but not change, information about each of your uploaded documents when you use this tab. To see the metadata for each of your uploaded documents, complete these steps: 1. Click to display the fields in the Metadata pane: 42 SAS Sentiment Analysis Workbench: User s Guide

49 2. See the Web address for the selected document, if it is available, in the Link field. 3. See the date and time that a document was created in the Creation date field. 4. See the path in the uploaded file in the Path field. 5. See the folder where this document resides in the Source field. Note: Click to select Finalized to indicate that the work on this document is complete. The default state is Working. SAS Sentiment Analysis Workbench: User s Guide 43

50 3.3.3 See the Sentiment Analysis Sentiment is automatically analyzed by SAS Sentiment Analysis Workbench when the documents are uploaded to the program. You can see the matching terms highlighted in the text. To see the automated analyses, complete these steps: 1. Click to open the Sentiment Analysis tab. 2. See the overall sentiment displayed in the selected Sentiment dropdown menu field and color box. For example, Positive sentiment matches the green color box in the example shown above. 3. Click one of the nodes to see the matching terms in the input document. (These are the words that match the rule specified in this categorization project.) For example, click the Positive child node under Price to see matching positive keywords highlighted in green in the input document. 4. Click Polarity Keywords to see all of these keywords highlighted in the document. If you click Positive, the matching keywords are 44 SAS Sentiment Analysis Workbench: User s Guide

51 highlighted in green. If you select Negative, these matches are highlighted in red See the Categorization Analysis Categorization analysis is performed by the categories file created in SAS Content Categorization Studio and uploaded to SAS Sentiment Analysis Workbench by the administrator. You can see the terms that make the document a match for the selected category highlighted in the text. To see the matching categories, complete these steps: 1. Click to open the Categorization tab. 2. See the matching categories in the taxonomy displayed under the Categorization node. 3. Click a node to see the matching terms highlighted in brown. (These are the terms that match the rule specified in this categorization project.) SAS Sentiment Analysis Workbench: User s Guide 45

52 For example, KDL-46XBR9 matches appear in brown highlighting in the selected document See the Concept Extraction Analysis Concepts analysis is automatically performed by the concepts file created in SAS Content Categorization Studio when the documents are uploaded to the program. You can see the matching concept terms highlighted in the text. To see the matching concepts, complete these steps: 1. Click to open the Concept Extraction tab. 2. See the matching concepts in the taxonomy displayed under the Concept Analysis node. 3. Click a node to see the matching terms highlighted in purple. (These are the terms that match the rule specified in this concept extraction project.) For example, Public Company matches appear in purple highlighting in the selected document See the Prominence and Dominance Analysis The prominence and dominance analyses are automatically extracted by SAS Sentiment Analysis Workbench. Prominence determines whether the information appears primarily in the top 20% or in the bottom 80% of the document. When an object is dominant, it is mentioned more frequently than 46 SAS Sentiment Analysis Workbench: User s Guide

53 the other comparable objects that you defined in the Products tab of SAS Sentiment Analysis Studio. If it is the only type of this term that is matched, it is Exclusive. To see the matching terms, complete these steps: 1. Click to open the Prominence and Dominance tab. 2. Click either the Prominence Information node or another node such as LG to see the matching prominence terms highlighted in blue in the document. 3. See the location for the percentage of matching terms to the right of the Prominence node. For example, see LG (Top 20%). In this example, the matching terms are located in the top 20% of the document. 4. Click either the Dominance Information node or another node such as LG to see the matching dominance terms highlighted in red in the document. 5. See the frequency of the matched dominant term. For example, see LG (Exclusive). In this example, this is the only matched term. There are no other objects in this class that are mentioned in the selected document. If there are other matched terms this could be indicated as In Passing or Dominant. SAS Sentiment Analysis Workbench: User s Guide 47

54 3.4 Editing the Automated Analysis The Benefits of Editing Automated Analyses When you choose to make changes to the application in order to change the overall sentiment in a document or the application of rules to the text, use this section. These changes affect the reports that you generate. If you export your reports, these changes are also exported. For more information about reports, see Chapter 4: Creating Reports and Querying. These changes also affect the exported project. Note: These changes affect only the document that is updated Edit Overall Sentiment If you do not feel that the overall sentiment expressed in the input document matches the automatic analysis, you can change this selection in the Sentiment Analysis pane. To change the overall sentiment, complete these steps: 1. Click to open the Sentiment Analysis tab. 48 SAS Sentiment Analysis Workbench: User s Guide

55 2. See the overall sentiment selection displayed in the selected Sentiment drop-down menu field and color box. For example, see Positive. 3. Click to select Neutral or Negative. When you make a change in the Sentiment field, the color box to the right of this field changes. (If you select Neutral, no color is shown. If you select Negative, the box changes to red.) 4. Click Update to save this change Edit Sentiment and Categorization Analyses After you review the automated analyses for an input document, you can change the results for categorization and sentiment manually. These changes are reflected in the reports that you generate using the Reports tab. Any changes that you make in the Documents pane are not saved until you click Update located in the bottom right corner of the Documents pane. After you update your changes, these edits affect the graphs in the reports that you generate. You can also choose to use the Comments pane to enter notes after you make changes. Click to select Finalized when the work on this document is complete. For more information, see Section 3.5 Enter Comments on page 52 and Section 3.6 Finalizing Changes on page 53. To make changes in either the Sentiment Analysis or the Categorization panes, complete these steps: SAS Sentiment Analysis Workbench: User s Guide 49

56 1. Deselect a checked box. For example, click Price to remove this feature. (You can also deselect any child nodes that are checked such as Positive.) 2. Click Update and a SAS Sentiment Analysis Workbench window appears stating that the update is successful. 3. Click OK. 4. (Optional) When you deselect a node and it is unchecked, you can continue to see the matching terms in the input text in the Document pane. To see these matches, select the term to the right of the check box. 50 SAS Sentiment Analysis Workbench: User s Guide

57 3.4.4 Add a Sentiment or Categorization Node You can add a node from the uploaded sentiment or the categories project and apply it to the selected document, only. The following example uses sentiment, but you can use the same steps for categories. To add one, or more, nodes to the Categorization pane, complete these steps: 1. Click Add Node in the Categories pane and the Product Features window appears. 2. Select the node, or nodes, to add. For example, click Sony--Design-- Positive and Sony--Design--Negative. SAS Sentiment Analysis Workbench: User s Guide 51

58 3. Click OK and these nodes are added to the Sentiment Analysis pane. Hint: In this case, the added nodes are grayed out because there are no matching terms in the document. 3.5 Enter Comments When you make changes, you can add notes to explain these edits and their purposes. To add notes to the Documents pane, complete these steps: 52 SAS Sentiment Analysis Workbench: User s Guide

59 1. Click to open the Comments pane. 2. Type in your notes. 3. Click Update. 4. These notes are saved for any of the collaborators on this project who also review this document. 3.6 Finalizing Changes Whether you decide to make changes to the automated analyses in the Content Analysis pane, or you choose to leave the automated results, you can finalize your review. To finalize your review, select Finalized in the drop-down State menu. The Finalized setting indicates that a review has been conducted and that the results displayed are satisfactory. Hint: If you select Finalized, click the Show finalized only check box in the Create Chart window, or the Configuration tab of the Reports tab. In this case, the documents that are under review are not included in the results. SAS Sentiment Analysis Workbench: User s Guide 53

60 54 SAS Sentiment Analysis Workbench: User s Guide

61 4 Creating Reports and Querying - Overview of Creating Reports and Querying - Creating a Report - Exporting Results - Query the Documents 4.1 Overview of Creating Reports and Querying The reports feature of SAS Sentiment Analysis Workbench enables you to generate a comprehensive, pictorial overview of document analyses based on the criteria that you specify. The graphs that form these reports illustrate the analyses of the input documents and any edits that you make. If you choose to graph only sentiment analysis, it is the overall sentiment expression for each document that you plot. On the other hand when you plot categories or features, with, or without sentiment analysis, the expressed sentiment for each category or feature is displayed. You can output your reports, like your graphs in.xml format. The queries feature of SAS Sentiment Analysis Workbench is a filter that returns only the documents that match your specified terms. Queries work like searches in their most simplistic form. When you choose to specify criteria other than a search term, they delimit the documents that are used for a graph. Use the Reports tab with the queries filters to create one, or more, graphs. You can choose to graph one or two analyses into a pie, bar, or line plot. Note: The graphed sentiment represents the overall sentiment expression for each document. When you choose to export a report, all of the changes that you

62 made to the project in the Documents tab are also exported. 4.2 Creating a Report Before You Create a Report A Considering the Graph Variables Before you create a report, consider the types of graphs that you want to create and the information that you want to analyze. Some types of graphs work better for some types of assessments than others. For example: - Analyze sentiment over the time that the input documents were created using a line plot. - See the numbers representing the three types of overall sentiment as slices in a pie chart. - Compare negative and positive sentiment over time using a stacked line, or a stacked bar, chart. - Use a bar chart to graph the distribution of categories or features. 56 SAS Sentiment Analysis Workbench: User s Guide

63 4.2.1.B Selecting a Graph There are different types of graphs that you can use to display the information in your reports: Pie Chart A pie chart is a circle that is divided into sections by radial lines. Each slice represents the relative contribution of each part to the whole. Display 4-1 Pie Chart Graphing Categories. SAS Sentiment Analysis Workbench: User s Guide 57

64 When there are several sets of categorized documents that are too small to be considered a slice, these documents might be grouped together under Other. Click on the circumference of the pie to see the distribution of Other. Display 4-2 Pie Chart Distribution of Other Hint: Click on the circumference of any pie chart to see the analytics for its slices. 58 SAS Sentiment Analysis Workbench: User s Guide

65 Line Plot A line plot shows the relationship of one variable to another, often as movements or trends over a period of time. Line graphs summarize source data and typically are used to chart response values against discrete categorical values. Display 4-3 Line Plot Graphing Features SAS Sentiment Analysis Workbench: User s Guide 59

66 Bar Chart A bar chart consists of a grid and some horizontal lines. Each bar represents quantitative data. Display 4-4 Bar Chart Graphing Categories 60 SAS Sentiment Analysis Workbench: User s Guide

67 Stacked Bar Chart A stacked bar chart is like the bar chart. However, some bars have a second layer. Each section of the stack represents a set of quantitative data. Display 4-5 Stacked Bar Chart Graphing Sentiment over Time Stacked Line Plot A stacked line plot is like the line plot. The additional line represents a second layer of quantitative data. Display 4-6 Stacked Line Plot Graphing Sentiment across Categories SAS Sentiment Analysis Workbench: User s Guide 61

68 Phrase Cloud A phrase cloud is a collection of matching terms where the size of the font indicates the frequency of the occurrences for each of these terms. Display 4-7 Phrase Cloud To make changes to the phrase cloud, see Section Reports Tab on page C Changing Graph Views To see another view of the line plot, or any other chart, place your cursor on the blue bar that appears below the chart. (Click on the lower right corner of the white chart pane if you do not see this bar.) Pull the bar to the right to see fewer features. Stretch the bar to the left to see more, or all, of the features. 62 SAS Sentiment Analysis Workbench: User s Guide

69 Figure 4-1 Sliding the Expansion - Contraction Bar D Selecting One or Two Analysis Types Together the charts that you specify, form a report. This report provides visual displays of the analysis results for a set of documents. The Documents pane provides a complete set of analyses for one document and enables you to edit these analyses. The Reports pane enables you to generate one or two analysis types across a set of documents. Use the following analyses to create your charts: Sentiment Track the positive or negative expressions for a product or an object. Categories See how many documents matched the categories in your project. Features See the number of documents for each matched feature with its sentiment. Each feature is sentiment-specific when it appears in a graph. Created time Choose to plot one of the above analyses over time. The date that the document was created is used for this purpose. SAS Sentiment Analysis Workbench: User s Guide 63

70 4.2.1.E The Differences between Filtering and Graphing Filtering is defined as the criteria that restrict the data that is displayed in a graph. The selections that you make under the Specify a query using these parameters section of the Create Chart window or Configuration pane filter your documents. The filter, like a search operation that uses a keyword, might limit the number of documents used to extract all of the categories, features, or sentiment. To see how the filtering and graphing selections work together for features (and categories), complete these steps: 1. Click Create Chart and the Create Chart window appears. 2. Type in the name of the new graph into the Chart Name field. For example, enter PriceNegative. 3. Select features for Axis X. 4. Leave the default selection All for Sentiment. 5. Leave the default selection All for Directory. 64 SAS Sentiment Analysis Workbench: User s Guide

71 6. Click to the right of the Features field. 7. The Product Features window appears where you can select to select the features that you want to use as a filter. 8. Select each check box that has the feature that you want to use as a filter. For example, select Sony--Price--Negative. 9. Click OK. 10. Click OK in the Create Chart window. SAS Sentiment Analysis Workbench: User s Guide 65

72 11. Select Documents to see the documents that have this feature. 12. (Optional) Click the blue links to each document. The text of the document appears in the Documents pane where you can see its complete analysis. 13. Click Chart to see the graph of these results. Although all but two features were filtered, all of the features for the filtered documents are displayed. 66 SAS Sentiment Analysis Workbench: User s Guide

73 Note: When you filter for sentiment and select sentiment for Axis X, only the filtered sentiment is displayed. In this case, sentiment analysis is performed only on the overall sentiment for each document Add a Report After you consider the types of graphs that you want to create, you can begin developing your report. A report in SAS Sentiment Analysis Workbench is simply a collection of graphs that illustrate the analyses performed on document collections. To create a report, complete these steps: 1. Select the Reports tab. SAS Sentiment Analysis Workbench: User s Guide 67

74 2. Right-click in the pane below Reports and select New Report from the menu that appears. The New Report window appears. 3. Type the name of the new report into the Name field. For example, enter ReportOne. 4. Click OK and the new report appears in the Reports pane Create a Graph You can specify parameters to make one, or several, charts in your report. Note: If you are unable to create a graph for any reason, select File --> Project List to reload the project. 68 SAS Sentiment Analysis Workbench: User s Guide

75 To create a graph, complete these steps: 1. Select a report in the Reports pane. 2. Click Create Chart and the Create Chart window appears. 3. Type the name of your graph into the Chart Name field. For example, enter SentimentOverTime. 4. Leave the default Sentiment selection All. SAS Sentiment Analysis Workbench: User s Guide 69

76 5. Leave the default Directory selection All. 6. Click and select Stacked Bar Chart in the Chart Type menu. 7. Click the Axis X check box to the left of createtime. 8. Click the Axis Y check box to the left of sentiment. 9. Click and select month from the menu located to the right of createtime. 10. Click OK. 11. Select the Chart tab to see your graph. 70 SAS Sentiment Analysis Workbench: User s Guide

77 4.2.4 Delete a Graph In most cases it is easier to reconfigure than to delete your graph. However, if you want to change the type or the name of your graph, or if you do not want to export a specific chart use the Delete Chart button. To delete a chart, complete these steps: 1. Select a graph in the display of charts. For example, select CategoriesDistribution. 2. Click Delete Chart and the Confirm Chart Delete window appears. 3. Click Yes. SAS Sentiment Analysis Workbench: User s Guide 71

78 4.3 Exporting Results Export a Graph You can export a graph in.xml format in order to see its components. To export a graph, complete the following steps: 1. Select a graph and click Export Chart. For example, select FeatureDistribution. 2. A SAS Sentiment Analysis Workbench status window appears. 72 SAS Sentiment Analysis Workbench: User s Guide

79 3. Click Yes. The Select location for download by localhost appears. 4. Select a location to store the saved file in the Save in field. For example, choose Desktop. 5. Type the name of the report into the File name field. For example, enter FeatureDistribution.xml. 6. Click Save. SAS Sentiment Analysis Workbench: User s Guide 73

80 7. Open the.xml file to see its contents Export a Report After you create all of the graphs for a report, you can export the report in.xml format. Use this file to see the contents of all of the graphs that comprise your report. To export a report, complete these steps: 1. Right-click on a report and select Export Report from the menu that appears. 74 SAS Sentiment Analysis Workbench: User s Guide

81 The SAS Sentiment Analysis Workbench window appears. 2. Click Yes and the Select location for download by localhost window appears. 3. See Step 3. through Step 6. on page Open the.xml file to see the contents of the graphs that define this report For example, open Report2.xml. SAS Sentiment Analysis Workbench: User s Guide 75

82 4.4 Query the Documents Use the Queries tab to perform the following operations: - Search input documents for a matching word. You can see all of the documents that contain this word below the count of results. - Use the Search pane in the same way that you use a filter when you create graphs and see all matching documents. For more information, see Section E The Differences between Filtering and Graphing on page See the total count of all of the documents in the project, or a count for each set of documents that you select from the Directory menu. Figure 4-2 Queries Pane This pane is similar to the Reports tab, with one exception. Use the Search History pane to see a list of all of your query terms. 76 SAS Sentiment Analysis Workbench: User s Guide

83 To remove one of the search terms, complete these steps: 1. Select a search term in the Search History pane. 2. Click Remove and the Confirm Search Term Removal window appears. 3. Click Yes. To remove all of the search terms in the Search History pane, complete these steps: 1. Click Clear All and the Confirm Clear Search History window appears. 2. Click Yes. SAS Sentiment Analysis Workbench: User s Guide 77