data analysis steps in qualitative research

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Qualitative Data Analysis: What is it, Methods + Examples

In a world rich with information and narrative, understanding the deeper layers of human experiences requires a unique vision that goes beyond numbers and figures. This is where the power of qualitative data analysis comes to light.

In this blog, we’ll learn about qualitative data analysis, explore its methods, and provide real-life examples showcasing its power in uncovering insights.

What is Qualitative Data Analysis?

Qualitative data analysis is a systematic process of examining non-numerical data to extract meaning, patterns, and insights.

In contrast to quantitative analysis, which focuses on numbers and statistical metrics, the qualitative study focuses on the qualitative aspects of data, such as text, images, audio, and videos. It seeks to understand every aspect of human experiences, perceptions, and behaviors by examining the data’s richness.

Companies frequently conduct this analysis on customer feedback. You can collect qualitative data from reviews, complaints, chat messages, interactions with support centers, customer interviews, case notes, or even social media comments. This kind of data holds the key to understanding customer sentiments and preferences in a way that goes beyond mere numbers.

Importance of Qualitative Data Analysis

Qualitative data analysis plays a crucial role in your research and decision-making process across various disciplines. Let’s explore some key reasons that underline the significance of this analysis:

In-Depth Understanding

It enables you to explore complex and nuanced aspects of a phenomenon, delving into the ‘how’ and ‘why’ questions. This method provides you with a deeper understanding of human behavior, experiences, and contexts that quantitative approaches might not capture fully.

Contextual Insight

You can use this analysis to give context to numerical data. It will help you understand the circumstances and conditions that influence participants’ thoughts, feelings, and actions. This contextual insight becomes essential for generating comprehensive explanations.

Theory Development

You can generate or refine hypotheses via qualitative data analysis. As you analyze the data attentively, you can form hypotheses, concepts, and frameworks that will drive your future research and contribute to theoretical advances.

Participant Perspectives

When performing qualitative research, you can highlight participant voices and opinions. This approach is especially useful for understanding marginalized or underrepresented people, as it allows them to communicate their experiences and points of view.

Exploratory Research

The analysis is frequently used at the exploratory stage of your project. It assists you in identifying important variables, developing research questions, and designing quantitative studies that will follow.

Types of Qualitative Data

When conducting qualitative research, you can use several qualitative data collection methods , and here you will come across many sorts of qualitative data that can provide you with unique insights into your study topic. These data kinds add new views and angles to your understanding and analysis.

Interviews and Focus Groups

Interviews and focus groups will be among your key methods for gathering qualitative data. Interviews are one-on-one talks in which participants can freely share their thoughts, experiences, and opinions.

Focus groups, on the other hand, are discussions in which members interact with one another, resulting in dynamic exchanges of ideas. Both methods provide rich qualitative data and direct access to participant perspectives.

Observations and Field Notes

Observations and field notes are another useful sort of qualitative data. You can immerse yourself in the research environment through direct observation, carefully documenting behaviors, interactions, and contextual factors.

These observations will be recorded in your field notes, providing a complete picture of the environment and the behaviors you’re researching. This data type is especially important for comprehending behavior in their natural setting.

Textual and Visual Data

Textual and visual data include a wide range of resources that can be qualitatively analyzed. Documents, written narratives, and transcripts from various sources, such as interviews or speeches, are examples of textual data.

Photographs, films, and even artwork provide a visual layer to your research. These forms of data allow you to investigate what is spoken and the underlying emotions, details, and symbols expressed by language or pictures.

When to Choose Qualitative Data Analysis over Quantitative Data Analysis

As you begin your research journey, understanding why the analysis of qualitative data is important will guide your approach to understanding complex events. If you analyze qualitative data, it will provide new insights that complement quantitative methodologies, which will give you a broader understanding of your study topic.

It is critical to know when to use qualitative analysis over quantitative procedures. You can prefer qualitative data analysis when:

• Complexity Reigns: When your research questions involve deep human experiences, motivations, or emotions, qualitative research excels at revealing these complexities.
• Exploration is Key: Qualitative analysis is ideal for exploratory research. It will assist you in understanding a new or poorly understood topic before formulating quantitative hypotheses.
• Context Matters: If you want to understand how context affects behaviors or results, qualitative data analysis provides the depth needed to grasp these relationships.
• Unanticipated Findings: When your study provides surprising new viewpoints or ideas, qualitative analysis helps you to delve deeply into these emerging themes.
• Subjective Interpretation is Vital: When it comes to understanding people’s subjective experiences and interpretations, qualitative data analysis is the way to go.

You can make informed decisions regarding the right approach for your research objectives if you understand the importance of qualitative analysis and recognize the situations where it shines.

Qualitative Data Analysis Methods and Examples

Exploring various qualitative data analysis methods will provide you with a wide collection for making sense of your research findings. Once the data has been collected, you can choose from several analysis methods based on your research objectives and the data type you’ve collected.

There are five main methods for analyzing qualitative data. Each method takes a distinct approach to identifying patterns, themes, and insights within your qualitative data. They are:

Method 1: Content Analysis

Content analysis is a methodical technique for analyzing textual or visual data in a structured manner. In this method, you will categorize qualitative data by splitting it into manageable pieces and assigning the manual coding process to these units.

As you go, you’ll notice ongoing codes and designs that will allow you to conclude the content. This method is very beneficial for detecting common ideas, concepts, or themes in your data without losing the context.

Steps to Do Content Analysis

Follow these steps when conducting content analysis:

• Collect and Immerse: Begin by collecting the necessary textual or visual data. Immerse yourself in this data to fully understand its content, context, and complexities.
• Assign Codes and Categories: Assign codes to relevant data sections that systematically represent major ideas or themes. Arrange comparable codes into groups that cover the major themes.
• Analyze and Interpret: Develop a structured framework from the categories and codes. Then, evaluate the data in the context of your research question, investigate relationships between categories, discover patterns, and draw meaning from these connections.

Benefits & Challenges

There are various advantages to using content analysis:

• Structured Approach: It offers a systematic approach to dealing with large data sets and ensures consistency throughout the research.
• Objective Insights: This method promotes objectivity, which helps to reduce potential biases in your study.
• Pattern Discovery: Content analysis can help uncover hidden trends, themes, and patterns that are not always obvious.
• Versatility: You can apply content analysis to various data formats, including text, internet content, images, etc.

However, keep in mind the challenges that arise:

• Subjectivity: Even with the best attempts, a certain bias may remain in coding and interpretation.
• Complexity: Analyzing huge data sets requires time and great attention to detail.
• Contextual Nuances: Content analysis may not capture all of the contextual richness that qualitative data analysis highlights.

Example of Content Analysis

Suppose you’re conducting market research and looking at customer feedback on a product. As you collect relevant data and analyze feedback, you’ll see repeating codes like “price,” “quality,” “customer service,” and “features.” These codes are organized into categories such as “positive reviews,” “negative reviews,” and “suggestions for improvement.”

According to your findings, themes such as “price” and “customer service” stand out and show that pricing and customer service greatly impact customer satisfaction. This example highlights the power of content analysis for obtaining significant insights from large textual data collections.

Method 2: Thematic Analysis

Thematic analysis is a well-structured procedure for identifying and analyzing recurring themes in your data. As you become more engaged in the data, you’ll generate codes or short labels representing key concepts. These codes are then organized into themes, providing a consistent framework for organizing and comprehending the substance of the data.

The analysis allows you to organize complex narratives and perspectives into meaningful categories, which will allow you to identify connections and patterns that may not be visible at first.

Steps to Do Thematic Analysis

Follow these steps when conducting a thematic analysis:

• Code and Group: Start by thoroughly examining the data and giving initial codes that identify the segments. To create initial themes, combine relevant codes.
• Code and Group: Begin by engaging yourself in the data, assigning first codes to notable segments. To construct basic themes, group comparable codes together.
• Analyze and Report: Analyze the data within each theme to derive relevant insights. Organize the topics into a consistent structure and explain your findings, along with data extracts that represent each theme.

Thematic analysis has various benefits:

• Structured Exploration: It is a method for identifying patterns and themes in complex qualitative data.
• Comprehensive knowledge: Thematic analysis promotes an in-depth understanding of the complications and meanings of the data.
• Application Flexibility: This method can be customized to various research situations and data kinds.

However, challenges may arise, such as:

• Interpretive Nature: Interpreting qualitative data in thematic analysis is vital, and it is critical to manage researcher bias.
• Time-consuming: The study can be time-consuming, especially with large data sets.
• Subjectivity: The selection of codes and topics might be subjective.

Example of Thematic Analysis

Assume you’re conducting a thematic analysis on job satisfaction interviews. Following your immersion in the data, you assign initial codes such as “work-life balance,” “career growth,” and “colleague relationships.” As you organize these codes, you’ll notice themes develop, such as “Factors Influencing Job Satisfaction” and “Impact on Work Engagement.”

Further investigation reveals the tales and experiences included within these themes and provides insights into how various elements influence job satisfaction. This example demonstrates how thematic analysis can reveal meaningful patterns and insights in qualitative data.

Method 3: Narrative Analysis

The narrative analysis involves the narratives that people share. You’ll investigate the histories in your data, looking at how stories are created and the meanings they express. This method is excellent for learning how people make sense of their experiences through narrative.

Steps to Do Narrative Analysis

The following steps are involved in narrative analysis:

• Gather and Analyze: Start by collecting narratives, such as first-person tales, interviews, or written accounts. Analyze the stories, focusing on the plot, feelings, and characters.
• Find Themes: Look for recurring themes or patterns in various narratives. Think about the similarities and differences between these topics and personal experiences.
• Interpret and Extract Insights: Contextualize the narratives within their larger context. Accept the subjective nature of each narrative and analyze the narrator’s voice and style. Extract insights from the tales by diving into the emotions, motivations, and implications communicated by the stories.

There are various advantages to narrative analysis:

• Deep Exploration: It lets you look deeply into people’s personal experiences and perspectives.
• Human-Centered: This method prioritizes the human perspective, allowing individuals to express themselves.

However, difficulties may arise, such as:

• Interpretive Complexity: Analyzing narratives requires dealing with the complexities of meaning and interpretation.
• Time-consuming: Because of the richness and complexities of tales, working with them can be time-consuming.

Example of Narrative Analysis

Assume you’re conducting narrative analysis on refugee interviews. As you read the stories, you’ll notice common themes of toughness, loss, and hope. The narratives provide insight into the obstacles that refugees face, their strengths, and the dreams that guide them.

The analysis can provide a deeper insight into the refugees’ experiences and the broader social context they navigate by examining the narratives’ emotional subtleties and underlying meanings. This example highlights how narrative analysis can reveal important insights into human stories.

Method 4: Grounded Theory Analysis

Grounded theory analysis is an iterative and systematic approach that allows you to create theories directly from data without being limited by pre-existing hypotheses. With an open mind, you collect data and generate early codes and labels that capture essential ideas or concepts within the data.

As you progress, you refine these codes and increasingly connect them, eventually developing a theory based on the data. Grounded theory analysis is a dynamic process for developing new insights and hypotheses based on details in your data.

Steps to Do Grounded Theory Analysis

Grounded theory analysis requires the following steps:

• Initial Coding: First, immerse yourself in the data, producing initial codes that represent major concepts or patterns.
• Categorize and Connect: Using axial coding, organize the initial codes, which establish relationships and connections between topics.
• Build the Theory: Focus on creating a core category that connects the codes and themes. Regularly refine the theory by comparing and integrating new data, ensuring that it evolves organically from the data.

Grounded theory analysis has various benefits:

• Theory Generation: It provides a one-of-a-kind opportunity to generate hypotheses straight from data and promotes new insights.
• In-depth Understanding: The analysis allows you to deeply analyze the data and reveal complex relationships and patterns.
• Flexible Process: This method is customizable and ongoing, which allows you to enhance your research as you collect additional data.

However, challenges might arise with:

• Time and Resources: Because grounded theory analysis is a continuous process, it requires a large commitment of time and resources.
• Theoretical Development: Creating a grounded theory involves a thorough understanding of qualitative data analysis software and theoretical concepts.
• Interpretation of Complexity: Interpreting and incorporating a newly developed theory into existing literature can be intellectually hard.

Example of Grounded Theory Analysis

Assume you’re performing a grounded theory analysis on workplace collaboration interviews. As you open code the data, you will discover notions such as “communication barriers,” “team dynamics,” and “leadership roles.” Axial coding demonstrates links between these notions, emphasizing the significance of efficient communication in developing collaboration.

You create the core “Integrated Communication Strategies” category through selective coding, which unifies new topics.

This theory-driven category serves as the framework for understanding how numerous aspects contribute to effective team collaboration. This example shows how grounded theory analysis allows you to generate a theory directly from the inherent nature of the data.

Method 5: Discourse Analysis

Discourse analysis focuses on language and communication. You’ll look at how language produces meaning and how it reflects power relations, identities, and cultural influences. This strategy examines what is said and how it is said; the words, phrasing, and larger context of communication.

The analysis is precious when investigating power dynamics, identities, and cultural influences encoded in language. By evaluating the language used in your data, you can identify underlying assumptions, cultural standards, and how individuals negotiate meaning through communication.

Steps to Do Discourse Analysis

Conducting discourse analysis entails the following steps:

• Select Discourse: For analysis, choose language-based data such as texts, speeches, or media content.
• Analyze Language: Immerse yourself in the conversation, examining language choices, metaphors, and underlying assumptions.
• Discover Patterns: Recognize the dialogue’s reoccurring themes, ideologies, and power dynamics. To fully understand the effects of these patterns, put them in their larger context.

There are various advantages of using discourse analysis:

• Understanding Language: It provides an extensive understanding of how language builds meaning and influences perceptions.
• Uncovering Power Dynamics: The analysis reveals how power dynamics appear via language.
• Cultural Insights: This method identifies cultural norms, beliefs, and ideologies stored in communication.

However, the following challenges may arise:

• Complexity of Interpretation: Language analysis involves navigating multiple levels of nuance and interpretation.
• Subjectivity: Interpretation can be subjective, so controlling researcher bias is important.
• Time-Intensive: Discourse analysis can take a lot of time because careful linguistic study is required in this analysis.

Example of Discourse Analysis

Consider doing discourse analysis on media coverage of a political event. You notice repeating linguistic patterns in news articles that depict the event as a conflict between opposing parties. Through deconstruction, you can expose how this framing supports particular ideologies and power relations.

You can illustrate how language choices influence public perceptions and contribute to building the narrative around the event by analyzing the speech within the broader political and social context. This example shows how discourse analysis can reveal hidden power dynamics and cultural influences on communication.

How to do Qualitative Data Analysis with the QuestionPro Research suite?

QuestionPro is a popular survey and research platform that offers tools for collecting and analyzing qualitative and quantitative data. Follow these general steps for conducting qualitative data analysis using the QuestionPro Research Suite:

• Collect Qualitative Data: Set up your survey to capture qualitative responses. It might involve open-ended questions, text boxes, or comment sections where participants can provide detailed responses.
• Export Qualitative Responses: Export the responses once you’ve collected qualitative data through your survey. QuestionPro typically allows you to export survey data in various formats, such as Excel or CSV.
• Prepare Data for Analysis: Review the exported data and clean it if necessary. Remove irrelevant or duplicate entries to ensure your data is ready for analysis.
• Code and Categorize Responses: Segment and label data, letting new patterns emerge naturally, then develop categories through axial coding to structure the analysis.
• Identify Themes: Analyze the coded responses to identify recurring themes, patterns, and insights. Look for similarities and differences in participants’ responses.
• Generate Reports and Visualizations: Utilize the reporting features of QuestionPro to create visualizations, charts, and graphs that help communicate the themes and findings from your qualitative research.
• Interpret and Draw Conclusions: Interpret the themes and patterns you’ve identified in the qualitative data. Consider how these findings answer your research questions or provide insights into your study topic.
• Integrate with Quantitative Data (if applicable): If you’re also conducting quantitative research using QuestionPro, consider integrating your qualitative findings with quantitative results to provide a more comprehensive understanding.

Qualitative data analysis is vital in uncovering various human experiences, views, and stories. If you’re ready to transform your research journey and apply the power of qualitative analysis, now is the moment to do it. Book a demo with QuestionPro today and begin your journey of exploration.

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Qualitative Data Analysis: Step-by-Step Guide (Manual vs. Automatic)

When we conduct qualitative methods of research, need to explain changes in metrics or understand people's opinions, we always turn to qualitative data. Qualitative data is typically generated through:

• Interview transcripts
• Surveys with open-ended questions
• Contact center transcripts
• Texts and documents
• Audio and video recordings
• Observational notes

Compared to quantitative data, which captures structured information, qualitative data is unstructured and has more depth. It can answer our questions, can help formulate hypotheses and build understanding.

It's important to understand the differences between quantitative data & qualitative data . But unfortunately, analyzing qualitative data is difficult. While tools like Excel, Tableau and PowerBI crunch and visualize quantitative data with ease, there are a limited number of mainstream tools for analyzing qualitative data . The majority of qualitative data analysis still happens manually.

That said, there are two new trends that are changing this. First, there are advances in natural language processing (NLP) which is focused on understanding human language. Second, there is an explosion of user-friendly software designed for both researchers and businesses. Both help automate the qualitative data analysis process.

In this post we want to teach you how to conduct a successful qualitative data analysis. There are two primary qualitative data analysis methods; manual & automatic. We will teach you how to conduct the analysis manually, and also, automatically using software solutions powered by NLP. We’ll guide you through the steps to conduct a manual analysis, and look at what is involved and the role technology can play in automating this process.

More businesses are switching to fully-automated analysis of qualitative customer data because it is cheaper, faster, and just as accurate. Primarily, businesses purchase subscriptions to feedback analytics platforms so that they can understand customer pain points and sentiment.

We’ll take you through 5 steps to conduct a successful qualitative data analysis. Within each step we will highlight the key difference between the manual, and automated approach of qualitative researchers. Here's an overview of the steps:

The 5 steps to doing qualitative data analysis

• Gathering and collecting your qualitative data
• Organizing and connecting into your qualitative data
• Coding your qualitative data
• Analyzing the qualitative data for insights
• Reporting on the insights derived from your analysis

What is Qualitative Data Analysis?

Qualitative data analysis is a process of gathering, structuring and interpreting qualitative data to understand what it represents.

Qualitative data is non-numerical and unstructured. Qualitative data generally refers to text, such as open-ended responses to survey questions or user interviews, but also includes audio, photos and video.

Businesses often perform qualitative data analysis on customer feedback. And within this context, qualitative data generally refers to verbatim text data collected from sources such as reviews, complaints, chat messages, support centre interactions, customer interviews, case notes or social media comments.

How is qualitative data analysis different from quantitative data analysis?

Understanding the differences between quantitative & qualitative data is important. When it comes to analyzing data, Qualitative Data Analysis serves a very different role to Quantitative Data Analysis. But what sets them apart?

Qualitative Data Analysis dives into the stories hidden in non-numerical data such as interviews, open-ended survey answers, or notes from observations. It uncovers the ‘whys’ and ‘hows’ giving a deep understanding of people’s experiences and emotions.

Quantitative Data Analysis on the other hand deals with numerical data, using statistics to measure differences, identify preferred options, and pinpoint root causes of issues.  It steps back to address questions like "how many" or "what percentage" to offer broad insights we can apply to larger groups.

In short, Qualitative Data Analysis is like a microscope,  helping us understand specific detail. Quantitative Data Analysis is like the telescope, giving us a broader perspective. Both are important, working together to decode data for different objectives.

Qualitative Data Analysis methods

Once all the data has been captured, there are a variety of analysis techniques available and the choice is determined by your specific research objectives and the kind of data you’ve gathered.  Common qualitative data analysis methods include:

Content Analysis

This is a popular approach to qualitative data analysis. Other qualitative analysis techniques may fit within the broad scope of content analysis. Thematic analysis is a part of the content analysis.  Content analysis is used to identify the patterns that emerge from text, by grouping content into words, concepts, and themes. Content analysis is useful to quantify the relationship between all of the grouped content. The Columbia School of Public Health has a detailed breakdown of content analysis .

Narrative Analysis

Narrative analysis focuses on the stories people tell and the language they use to make sense of them.  It is particularly useful in qualitative research methods where customer stories are used to get a deep understanding of customers’ perspectives on a specific issue. A narrative analysis might enable us to summarize the outcomes of a focused case study.

Discourse Analysis

Discourse analysis is used to get a thorough understanding of the political, cultural and power dynamics that exist in specific situations.  The focus of discourse analysis here is on the way people express themselves in different social contexts. Discourse analysis is commonly used by brand strategists who hope to understand why a group of people feel the way they do about a brand or product.

Thematic Analysis

Thematic analysis is used to deduce the meaning behind the words people use. This is accomplished by discovering repeating themes in text. These meaningful themes reveal key insights into data and can be quantified, particularly when paired with sentiment analysis . Often, the outcome of thematic analysis is a code frame that captures themes in terms of codes, also called categories. So the process of thematic analysis is also referred to as “coding”. A common use-case for thematic analysis in companies is analysis of customer feedback.

Grounded Theory

Grounded theory is a useful approach when little is known about a subject. Grounded theory starts by formulating a theory around a single data case. This means that the theory is “grounded”. Grounded theory analysis is based on actual data, and not entirely speculative. Then additional cases can be examined to see if they are relevant and can add to the original grounded theory.

Challenges of Qualitative Data Analysis

While Qualitative Data Analysis offers rich insights, it comes with its challenges. Each unique QDA method has its unique hurdles. Let’s take a look at the challenges researchers and analysts might face, depending on the chosen method.

• Time and Effort (Narrative Analysis): Narrative analysis, which focuses on personal stories, demands patience. Sifting through lengthy narratives to find meaningful insights can be time-consuming, requires dedicated effort.
• Being Objective (Grounded Theory): Grounded theory, building theories from data, faces the challenges of personal biases. Staying objective while interpreting data is crucial, ensuring conclusions are rooted in the data itself.
• Complexity (Thematic Analysis): Thematic analysis involves identifying themes within data, a process that can be intricate. Categorizing and understanding themes can be complex, especially when each piece of data varies in context and structure. Thematic Analysis software can simplify this process.
• Generalizing Findings (Narrative Analysis): Narrative analysis, dealing with individual stories, makes drawing broad challenging. Extending findings from a single narrative to a broader context requires careful consideration.
• Managing Data (Thematic Analysis): Thematic analysis involves organizing and managing vast amounts of unstructured data, like interview transcripts. Managing this can be a hefty task, requiring effective data management strategies.
• Skill Level (Grounded Theory): Grounded theory demands specific skills to build theories from the ground up. Finding or training analysts with these skills poses a challenge, requiring investment in building expertise.

Benefits of qualitative data analysis

Qualitative Data Analysis (QDA) is like a versatile toolkit, offering a tailored approach to understanding your data. The benefits it offers are as diverse as the methods. Let’s explore why choosing the right method matters.

• Tailored Methods for Specific Needs: QDA isn't one-size-fits-all. Depending on your research objectives and the type of data at hand, different methods offer unique benefits. If you want emotive customer stories, narrative analysis paints a strong picture. When you want to explain a score, thematic analysis reveals insightful patterns
• Flexibility with Thematic Analysis: thematic analysis is like a chameleon in the toolkit of QDA. It adapts well to different types of data and research objectives, making it a top choice for any qualitative analysis.
• Deeper Understanding, Better Products: QDA helps you dive into people's thoughts and feelings. This deep understanding helps you build products and services that truly matches what people want, ensuring satisfied customers
• Finding the Unexpected: Qualitative data often reveals surprises that we miss in quantitative data. QDA offers us new ideas and perspectives, for insights we might otherwise miss.
• Building Effective Strategies: Insights from QDA are like strategic guides. They help businesses in crafting plans that match people’s desires.
• Creating Genuine Connections: Understanding people’s experiences lets businesses connect on a real level. This genuine connection helps build trust and loyalty, priceless for any business.

How to do Qualitative Data Analysis: 5 steps

Now we are going to show how you can do your own qualitative data analysis. We will guide you through this process step by step. As mentioned earlier, you will learn how to do qualitative data analysis manually , and also automatically using modern qualitative data and thematic analysis software.

To get best value from the analysis process and research process, it’s important to be super clear about the nature and scope of the question that’s being researched. This will help you select the research collection channels that are most likely to help you answer your question.

Depending on if you are a business looking to understand customer sentiment, or an academic surveying a school, your approach to qualitative data analysis will be unique.

Once you’re clear, there’s a sequence to follow. And, though there are differences in the manual and automatic approaches, the process steps are mostly the same.

The use case for our step-by-step guide is a company looking to collect data (customer feedback data), and analyze the customer feedback - in order to improve customer experience. By analyzing the customer feedback the company derives insights about their business and their customers. You can follow these same steps regardless of the nature of your research. Let’s get started.

Step 1: Gather your qualitative data and conduct research (Conduct qualitative research)

The first step of qualitative research is to do data collection. Put simply, data collection is gathering all of your data for analysis. A common situation is when qualitative data is spread across various sources.

Classic methods of gathering qualitative data

Most companies use traditional methods for gathering qualitative data: conducting interviews with research participants, running surveys, and running focus groups. This data is typically stored in documents, CRMs, databases and knowledge bases. It’s important to examine which data is available and needs to be included in your research project, based on its scope.

Using your existing qualitative feedback

As it becomes easier for customers to engage across a range of different channels, companies are gathering increasingly large amounts of both solicited and unsolicited qualitative feedback.

Most organizations have now invested in Voice of Customer programs , support ticketing systems, chatbot and support conversations, emails and even customer Slack chats.

These new channels provide companies with new ways of getting feedback, and also allow the collection of unstructured feedback data at scale.

The great thing about this data is that it contains a wealth of valubale insights and that it’s already there! When you have a new question about user behavior or your customers, you don’t need to create a new research study or set up a focus group. You can find most answers in the data you already have.

Typically, this data is stored in third-party solutions or a central database, but there are ways to export it or connect to a feedback analysis solution through integrations or an API.

Utilize untapped qualitative data channels

There are many online qualitative data sources you may not have considered. For example, you can find useful qualitative data in social media channels like Twitter or Facebook. Online forums, review sites, and online communities such as Discourse or Reddit also contain valuable data about your customers, or research questions.

If you are considering performing a qualitative benchmark analysis against competitors - the internet is your best friend. Gathering feedback in competitor reviews on sites like Trustpilot, G2, Capterra, Better Business Bureau or on app stores is a great way to perform a competitor benchmark analysis.

Customer feedback analysis software often has integrations into social media and review sites, or you could use a solution like DataMiner to scrape the reviews.

Step 2: Connect & organize all your qualitative data

Now you all have this qualitative data but there’s a problem, the data is unstructured. Before feedback can be analyzed and assigned any value, it needs to be organized in a single place. Why is this important? Consistency!

If all data is easily accessible in one place and analyzed in a consistent manner, you will have an easier time summarizing and making decisions based on this data.

The manual approach to organizing your data

The classic method of structuring qualitative data is to plot all the raw data you’ve gathered into a spreadsheet.

Typically, research and support teams would share large Excel sheets and different business units would make sense of the qualitative feedback data on their own. Each team collects and organizes the data in a way that best suits them, which means the feedback tends to be kept in separate silos.

An alternative and a more robust solution is to store feedback in a central database, like Snowflake or Amazon Redshift .

Keep in mind that when you organize your data in this way, you are often preparing it to be imported into another software. If you go the route of a database, you would need to use an API to push the feedback into a third-party software.

Computer-assisted qualitative data analysis software (CAQDAS)

Traditionally within the manual analysis approach (but not always), qualitative data is imported into CAQDAS software for coding.

In the early 2000s, CAQDAS software was popularised by developers such as ATLAS.ti, NVivo and MAXQDA and eagerly adopted by researchers to assist with the organizing and coding of data.  

The benefits of using computer-assisted qualitative data analysis software:

• Assists in the organizing of your data
• Opens you up to exploring different interpretations of your data analysis
• Allows you to share your dataset easier and allows group collaboration (allows for secondary analysis)

However you still need to code the data, uncover the themes and do the analysis yourself. Therefore it is still a manual approach.

Organizing your qualitative data in a feedback repository

Another solution to organizing your qualitative data is to upload it into a feedback repository where it can be unified with your other data , and easily searchable and taggable. There are a number of software solutions that act as a central repository for your qualitative research data. Here are a couple solutions that you could investigate:  

• Dovetail: Dovetail is a research repository with a focus on video and audio transcriptions. You can tag your transcriptions within the platform for theme analysis. You can also upload your other qualitative data such as research reports, survey responses, support conversations, and customer interviews. Dovetail acts as a single, searchable repository. And makes it easier to collaborate with other people around your qualitative research.
• EnjoyHQ: EnjoyHQ is another research repository with similar functionality to Dovetail. It boasts a more sophisticated search engine, but it has a higher starting subscription cost.

Organizing your qualitative data in a feedback analytics platform

If you have a lot of qualitative customer or employee feedback, from the likes of customer surveys or employee surveys, you will benefit from a feedback analytics platform. A feedback analytics platform is a software that automates the process of both sentiment analysis and thematic analysis . Companies use the integrations offered by these platforms to directly tap into their qualitative data sources (review sites, social media, survey responses, etc.). The data collected is then organized and analyzed consistently within the platform.

If you have data prepared in a spreadsheet, it can also be imported into feedback analytics platforms.

Once all this rich data has been organized within the feedback analytics platform, it is ready to be coded and themed, within the same platform. Thematic is a feedback analytics platform that offers one of the largest libraries of integrations with qualitative data sources.

Step 3: Coding your qualitative data

Your feedback data is now organized in one place. Either within your spreadsheet, CAQDAS, feedback repository or within your feedback analytics platform. The next step is to code your feedback data so we can extract meaningful insights in the next step.

Coding is the process of labelling and organizing your data in such a way that you can then identify themes in the data, and the relationships between these themes.

To simplify the coding process, you will take small samples of your customer feedback data, come up with a set of codes, or categories capturing themes, and label each piece of feedback, systematically, for patterns and meaning. Then you will take a larger sample of data, revising and refining the codes for greater accuracy and consistency as you go.

If you choose to use a feedback analytics platform, much of this process will be automated and accomplished for you.

The terms to describe different categories of meaning (‘theme’, ‘code’, ‘tag’, ‘category’ etc) can be confusing as they are often used interchangeably.  For clarity, this article will use the term ‘code’.

To code means to identify key words or phrases and assign them to a category of meaning. “I really hate the customer service of this computer software company” would be coded as “poor customer service”.

How to manually code your qualitative data

• Decide whether you will use deductive or inductive coding. Deductive coding is when you create a list of predefined codes, and then assign them to the qualitative data. Inductive coding is the opposite of this, you create codes based on the data itself. Codes arise directly from the data and you label them as you go. You need to weigh up the pros and cons of each coding method and select the most appropriate.
• Read through the feedback data to get a broad sense of what it reveals. Now it’s time to start assigning your first set of codes to statements and sections of text.
• Keep repeating step 2, adding new codes and revising the code description as often as necessary.  Once it has all been coded, go through everything again, to be sure there are no inconsistencies and that nothing has been overlooked.
• Create a code frame to group your codes. The coding frame is the organizational structure of all your codes. And there are two commonly used types of coding frames, flat, or hierarchical. A hierarchical code frame will make it easier for you to derive insights from your analysis.
• Based on the number of times a particular code occurs, you can now see the common themes in your feedback data. This is insightful! If ‘bad customer service’ is a common code, it’s time to take action.

We have a detailed guide dedicated to manually coding your qualitative data .

Using software to speed up manual coding of qualitative data

An Excel spreadsheet is still a popular method for coding. But various software solutions can help speed up this process. Here are some examples.

• CAQDAS / NVivo - CAQDAS software has built-in functionality that allows you to code text within their software. You may find the interface the software offers easier for managing codes than a spreadsheet.
• Dovetail/EnjoyHQ - You can tag transcripts and other textual data within these solutions. As they are also repositories you may find it simpler to keep the coding in one platform.
• IBM SPSS - SPSS is a statistical analysis software that may make coding easier than in a spreadsheet.
• Ascribe - Ascribe’s ‘Coder’ is a coding management system. Its user interface will make it easier for you to manage your codes.

Automating the qualitative coding process using thematic analysis software

In solutions which speed up the manual coding process, you still have to come up with valid codes and often apply codes manually to pieces of feedback. But there are also solutions that automate both the discovery and the application of codes.

Advances in machine learning have now made it possible to read, code and structure qualitative data automatically. This type of automated coding is offered by thematic analysis software .

Automation makes it far simpler and faster to code the feedback and group it into themes. By incorporating natural language processing (NLP) into the software, the AI looks across sentences and phrases to identify common themes meaningful statements. Some automated solutions detect repeating patterns and assign codes to them, others make you train the AI by providing examples. You could say that the AI learns the meaning of the feedback on its own.

Thematic automates the coding of qualitative feedback regardless of source. There’s no need to set up themes or categories in advance. Simply upload your data and wait a few minutes. You can also manually edit the codes to further refine their accuracy.  Experiments conducted indicate that Thematic’s automated coding is just as accurate as manual coding .

Paired with sentiment analysis and advanced text analytics - these automated solutions become powerful for deriving quality business or research insights.

You could also build your own , if you have the resources!

The key benefits of using an automated coding solution

Automated analysis can often be set up fast and there’s the potential to uncover things that would never have been revealed if you had given the software a prescribed list of themes to look for.

Because the model applies a consistent rule to the data, it captures phrases or statements that a human eye might have missed.

Complete and consistent analysis of customer feedback enables more meaningful findings. Leading us into step 4.

Step 4: Analyze your data: Find meaningful insights

Now we are going to analyze our data to find insights. This is where we start to answer our research questions. Keep in mind that step 4 and step 5 (tell the story) have some overlap . This is because creating visualizations is both part of analysis process and reporting.

The task of uncovering insights is to scour through the codes that emerge from the data and draw meaningful correlations from them. It is also about making sure each insight is distinct and has enough data to support it.

Part of the analysis is to establish how much each code relates to different demographics and customer profiles, and identify whether there’s any relationship between these data points.

Manually create sub-codes to improve the quality of insights

If your code frame only has one level, you may find that your codes are too broad to be able to extract meaningful insights. This is where it is valuable to create sub-codes to your primary codes. This process is sometimes referred to as meta coding.

Note: If you take an inductive coding approach, you can create sub-codes as you are reading through your feedback data and coding it.

While time-consuming, this exercise will improve the quality of your analysis. Here is an example of what sub-codes could look like.

You need to carefully read your qualitative data to create quality sub-codes. But as you can see, the depth of analysis is greatly improved. By calculating the frequency of these sub-codes you can get insight into which  customer service problems you can immediately address.

Correlate the frequency of codes to customer segments

Many businesses use customer segmentation . And you may have your own respondent segments that you can apply to your qualitative analysis. Segmentation is the practise of dividing customers or research respondents into subgroups.

Segments can be based on:

• Demographic
• And any other data type that you care to segment by

It is particularly useful to see the occurrence of codes within your segments. If one of your customer segments is considered unimportant to your business, but they are the cause of nearly all customer service complaints, it may be in your best interest to focus attention elsewhere. This is a useful insight!

Manually visualizing coded qualitative data

There are formulas you can use to visualize key insights in your data. The formulas we will suggest are imperative if you are measuring a score alongside your feedback.

If you are collecting a metric alongside your qualitative data this is a key visualization. Impact answers the question: “What’s the impact of a code on my overall score?”. Using Net Promoter Score (NPS) as an example, first you need to:

• Calculate overall NPS
• Calculate NPS in the subset of responses that do not contain that theme
• Subtract B from A

Then you can use this simple formula to calculate code impact on NPS .

You can then visualize this data using a bar chart.

You can download our CX toolkit - it includes a template to recreate this.

Trends over time

This analysis can help you answer questions like: “Which codes are linked to decreases or increases in my score over time?”

We need to compare two sequences of numbers: NPS over time and code frequency over time . Using Excel, calculate the correlation between the two sequences, which can be either positive (the more codes the higher the NPS, see picture below), or negative (the more codes the lower the NPS).

Now you need to plot code frequency against the absolute value of code correlation with NPS. Here is the formula:

The visualization could look like this:

These are two examples, but there are more. For a third manual formula, and to learn why word clouds are not an insightful form of analysis, read our visualizations article .

Using a text analytics solution to automate analysis

Automated text analytics solutions enable codes and sub-codes to be pulled out of the data automatically. This makes it far faster and easier to identify what’s driving negative or positive results. And to pick up emerging trends and find all manner of rich insights in the data.

Another benefit of AI-driven text analytics software is its built-in capability for sentiment analysis, which provides the emotive context behind your feedback and other qualitative textual data therein.

Thematic provides text analytics that goes further by allowing users to apply their expertise on business context to edit or augment the AI-generated outputs.

Since the move away from manual research is generally about reducing the human element, adding human input to the technology might sound counter-intuitive. However, this is mostly to make sure important business nuances in the feedback aren’t missed during coding. The result is a higher accuracy of analysis. This is sometimes referred to as augmented intelligence .

Step 5: Report on your data: Tell the story

The last step of analyzing your qualitative data is to report on it, to tell the story. At this point, the codes are fully developed and the focus is on communicating the narrative to the audience.

A coherent outline of the qualitative research, the findings and the insights is vital for stakeholders to discuss and debate before they can devise a meaningful course of action.

Creating graphs and reporting in Powerpoint

Typically, qualitative researchers take the tried and tested approach of distilling their report into a series of charts, tables and other visuals which are woven into a narrative for presentation in Powerpoint.

Using visualization software for reporting

With data transformation and APIs, the analyzed data can be shared with data visualisation software, such as Power BI or Tableau , Google Studio or Looker. Power BI and Tableau are among the most preferred options.

Visualizing your insights inside a feedback analytics platform

Feedback analytics platforms, like Thematic, incorporate visualisation tools that intuitively turn key data and insights into graphs.  This removes the time consuming work of constructing charts to visually identify patterns and creates more time to focus on building a compelling narrative that highlights the insights, in bite-size chunks, for executive teams to review.

Using a feedback analytics platform with visualization tools means you don’t have to use a separate product for visualizations. You can export graphs into Powerpoints straight from the platforms.

Conclusion - Manual or Automated?

There are those who remain deeply invested in the manual approach - because it’s familiar, because they’re reluctant to spend money and time learning new software, or because they’ve been burned by the overpromises of AI.  

For projects that involve small datasets, manual analysis makes sense. For example, if the objective is simply to quantify a simple question like “Do customers prefer X concepts to Y?”. If the findings are being extracted from a small set of focus groups and interviews, sometimes it’s easier to just read them

However, as new generations come into the workplace, it’s technology-driven solutions that feel more comfortable and practical. And the merits are undeniable.  Especially if the objective is to go deeper and understand the ‘why’ behind customers’ preference for X or Y. And even more especially if time and money are considerations.

The ability to collect a free flow of qualitative feedback data at the same time as the metric means AI can cost-effectively scan, crunch, score and analyze a ton of feedback from one system in one go. And time-intensive processes like focus groups, or coding, that used to take weeks, can now be completed in a matter of hours or days.

But aside from the ever-present business case to speed things up and keep costs down, there are also powerful research imperatives for automated analysis of qualitative data: namely, accuracy and consistency.

Finding insights hidden in feedback requires consistency, especially in coding.  Not to mention catching all the ‘unknown unknowns’ that can skew research findings and steering clear of cognitive bias.

Some say without manual data analysis researchers won’t get an accurate “feel” for the insights. However, the larger data sets are, the harder it is to sort through the feedback and organize feedback that has been pulled from different places.  And, the more difficult it is to stay on course, the greater the risk of drawing incorrect, or incomplete, conclusions grows.

Though the process steps for qualitative data analysis have remained pretty much unchanged since psychologist Paul Felix Lazarsfeld paved the path a hundred years ago, the impact digital technology has had on types of qualitative feedback data and the approach to the analysis are profound.  

If you want to try an automated feedback analysis solution on your own qualitative data, you can get started with Thematic .

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The Ultimate Guide to Qualitative Research - Part 2: Handling Qualitative Data

• Handling qualitative data
• Transcripts
• Field notes
• Survey data and responses
• Visual and audio data
• Data organization
• Data coding
• Coding frame
• Auto and smart coding
• Organizing codes
• Introduction

What is qualitative data analysis?

Qualitative data analysis methods, how do you analyze qualitative data, content analysis, thematic analysis.

• Thematic analysis vs. content analysis
• Narrative research

Phenomenological research

Discourse analysis, grounded theory.

• Deductive reasoning
• Inductive reasoning
• Inductive vs. deductive reasoning
• Qualitative data interpretation
• Qualitative analysis software

Qualitative data analysis

Analyzing qualitative data is the next step after you have completed the use of qualitative data collection methods . The qualitative analysis process aims to identify themes and patterns that emerge across the data.

In simplified terms, qualitative research methods involve non-numerical data collection followed by an explanation based on the attributes of the data . For example, if you are asked to explain in qualitative terms a thermal image displayed in multiple colors, then you would explain the color differences rather than the heat's numerical value. If you have a large amount of data (e.g., of group discussions or observations of real-life situations), the next step is to transcribe and prepare the raw data for subsequent analysis.

Researchers can conduct studies fully based on qualitative methodology, or researchers can preface a quantitative research study with a qualitative study to identify issues that were not originally envisioned but are important to the study. Quantitative researchers may also collect and analyze qualitative data following their quantitative analyses to better understand the meanings behind their statistical results.

Conducting qualitative research can especially help build an understanding of how and why certain outcomes were achieved (in addition to what was achieved). For example, qualitative data analysis is often used for policy and program evaluation research since it can answer certain important questions more efficiently and effectively than quantitative approaches.

Qualitative data analysis can also answer important questions about the relevance, unintended effects, and impact of programs, such as:

• Were expectations reasonable?
• Did processes operate as expected?
• Were key players able to carry out their duties?
• Were there any unintended effects of the program?

The importance of qualitative data analysis

Qualitative approaches have the advantage of allowing for more diversity in responses and the capacity to adapt to new developments or issues during the research process itself. While qualitative analysis of data can be demanding and time-consuming to conduct, many fields of research utilize qualitative software tools that have been specifically developed to provide more succinct, cost-efficient, and timely results.

Qualitative data analysis is an important part of research and building greater understanding across fields for a number of reasons. First, cases for qualitative data analysis can be selected purposefully according to whether they typify certain characteristics or contextual locations. In other words, qualitative data permits deep immersion into a topic, phenomenon, or area of interest. Rather than seeking generalizability to the population the sample of participants represent, qualitative research aims to construct an in-depth and nuanced understanding of the research topic.

Secondly, the role or position of the researcher in qualitative analysis of data is given greater critical attention. This is because, in qualitative data analysis, the possibility of the researcher taking a ‘neutral' or transcendent position is seen as more problematic in practical and/or philosophical terms. Hence, qualitative researchers are often exhorted to reflect on their role in the research process and make this clear in the analysis.

Thirdly, while qualitative data analysis can take a wide variety of forms, it largely differs from quantitative research in the focus on language, signs, experiences, and meaning. In addition, qualitative approaches to analysis are often holistic and contextual rather than analyzing the data in a piecemeal fashion or removing the data from its context. Qualitative approaches thus allow researchers to explore inquiries from directions that could not be accessed with only numerical quantitative data.

Establishing research rigor

Systematic and transparent approaches to the analysis of qualitative data are essential for rigor . For example, many qualitative research methods require researchers to carefully code data and discern and document themes in a consistent and credible way.

Perhaps the most traditional division in the way qualitative and quantitative research have been used in the social sciences is for qualitative methods to be used for exploratory purposes (e.g., to generate new theory or propositions) or to explain puzzling quantitative results, while quantitative methods are used to test hypotheses .

After you’ve collected relevant data , what is the best way to look at your data ? As always, it will depend on your research question . For instance, if you employed an observational research method to learn about a group’s shared practices, an ethnographic approach could be appropriate to explain the various dimensions of culture. If you collected textual data to understand how people talk about something, then a discourse analysis approach might help you generate key insights about language and communication.

The qualitative data coding process involves iterative categorization and recategorization, ensuring the evolution of the analysis to best represent the data. The procedure typically concludes with the interpretation of patterns and trends identified through the coding process.

To start off, let’s look at two broad approaches to data analysis.

Deductive analysis

Deductive analysis is guided by pre-existing theories or ideas. It starts with a theoretical framework , which is then used to code the data. The researcher can thus use this theoretical framework to interpret their data and answer their research question .

The key steps include coding the data based on the predetermined concepts or categories and using the theory to guide the interpretation of patterns among the codings. Deductive analysis is particularly useful when researchers aim to verify or extend an existing theory within a new context.

Inductive analysis

Inductive analysis involves the generation of new theories or ideas based on the data. The process starts without any preconceived theories or codes, and patterns, themes, and categories emerge out of the data.

The researcher codes the data to capture any concepts or patterns that seem interesting or important to the research question . These codes are then compared and linked, leading to the formation of broader categories or themes. The main goal of inductive analysis is to allow the data to 'speak for itself' rather than imposing pre-existing expectations or ideas onto the data.

Deductive and inductive approaches can be seen as sitting on opposite poles, and all research falls somewhere within that spectrum. Most often, qualitative analysis approaches blend both deductive and inductive elements to contribute to the existing conversation around a topic while remaining open to potential unexpected findings. To help you make informed decisions about which qualitative data analysis approach fits with your research objectives, let's look at some of the common approaches for qualitative data analysis.

Content analysis is a research method used to identify patterns and themes within qualitative data. This approach involves systematically coding and categorizing specific aspects of the content in the data to uncover trends and patterns. An often important part of content analysis is quantifying frequencies and patterns of words or characteristics present in the data .

It is a highly flexible technique that can be adapted to various data types , including text, images, and audiovisual content . While content analysis can be exploratory in nature, it is also common to use pre-established theories and follow a more deductive approach to categorizing and quantifying the qualitative data.

Thematic analysis is a method used to identify, analyze, and report patterns or themes within the data. This approach moves beyond counting explicit words or phrases and focuses on also identifying implicit concepts and themes within the data.

Researchers conduct detailed coding of the data to ascertain repeated themes or patterns of meaning. Codes can be categorized into themes, and the researcher can analyze how the themes relate to one another. Thematic analysis is flexible in terms of the research framework, allowing for both inductive (data-driven) and deductive (theory-driven) approaches. The outcome is a rich, detailed, and complex account of the data.

Grounded theory is a systematic qualitative research methodology that is used to inductively generate theory that is 'grounded' in the data itself. Analysis takes place simultaneously with data collection , and researchers iterate between data collection and analysis until a comprehensive theory is developed.

Grounded theory is characterized by simultaneous data collection and analysis, the development of theoretical codes from the data, purposeful sampling of participants, and the constant comparison of data with emerging categories and concepts. The ultimate goal is to create a theoretical explanation that fits the data and answers the research question .

Discourse analysis is a qualitative research approach that emphasizes the role of language in social contexts. It involves examining communication and language use beyond the level of the sentence, considering larger units of language such as texts or conversations.

Discourse analysts typically investigate how social meanings and understandings are constructed in different contexts, emphasizing the connection between language and power. It can be applied to texts of all kinds, including interviews , documents, case studies , and social media posts.

Phenomenological research focuses on exploring how human beings make sense of an experience and delves into the essence of this experience. It strives to understand people's perceptions, perspectives, and understandings of a particular situation or phenomenon.

It involves in-depth engagement with participants, often through interviews or conversations, to explore their lived experiences. The goal is to derive detailed descriptions of the essence of the experience and to interpret what insights or implications this may bear on our understanding of this phenomenon.

Whatever your data analysis approach, start with ATLAS.ti

Qualitative data analysis done quickly and intuitively with ATLAS.ti. Download a free trial today.

Now that we've summarized the major approaches to data analysis, let's look at the broader process of research and data analysis. Suppose you need to do some research to find answers to any kind of research question, be it an academic inquiry, business problem, or policy decision. In that case, you need to collect some data. There are many methods of collecting data: you can collect primary data yourself by conducting interviews, focus groups , or a survey , for instance. Another option is to use secondary data sources. These are data previously collected for other projects, historical records, reports, statistics – basically everything that exists already and can be relevant to your research.

The data you collect should always be a good fit for your research question . For example, if you are interested in how many people in your target population like your brand compared to others, it is no use to conduct interviews or a few focus groups . The sample will be too small to get a representative picture of the population. If your questions are about "how many….", "what is the spread…" etc., you need to conduct quantitative research . If you are interested in why people like different brands, their motives, and their experiences, then conducting qualitative research can provide you with the answers you are looking for.

Let's describe the important steps involved in conducting research.

Step 1: Planning the research

As the saying goes: "Garbage in, garbage out." Suppose you find out after you have collected data that

• you talked to the wrong people
• asked the wrong questions
• a couple of focus groups sessions would have yielded better results because of the group interaction, or
• a survey including a few open-ended questions sent to a larger group of people would have been sufficient and required less effort.

Think thoroughly about sampling, the questions you will be asking, and in which form. If you conduct a focus group or an interview, you are the research instrument, and your data collection will only be as good as you are. If you have never done it before, seek some training and practice. If you have other people do it, make sure they have the skills.

Step 2: Preparing the data

When you conduct focus groups or interviews, think about how to transcribe them. Do you want to run them online or offline? If online, check out which tools can serve your needs, both in terms of functionality and cost. For any audio or video recordings , you can consider using automatic transcription software or services. Automatically generated transcripts can save you time and money, but they still need to be checked. If you don't do this yourself, make sure that you instruct the person doing it on how to prepare the data.

• How should the final transcript be formatted for later analysis?
• Which names and locations should be anonymized?
• What kind of speaker IDs to use?

What about survey data ? Some survey data programs will immediately provide basic descriptive-level analysis of the responses. ATLAS.ti will support you with the analysis of the open-ended questions. For this, you need to export your data as an Excel file. ATLAS.ti's survey import wizard will guide you through the process.

Other kinds of data such as images, videos, audio recordings, text, and more can be imported to ATLAS.ti. You can organize all your data into groups and write comments on each source of data to maintain a systematic organization and documentation of your data.

Step 3: Exploratory data analysis

You can run a few simple exploratory analyses to get to know your data. For instance, you can create a word list or word cloud of all your text data or compare and contrast the words in different documents. You can also let ATLAS.ti find relevant concepts for you. There are many tools available that can automatically code your text data, so you can also use these codings to explore your data and refine your coding.

For instance, you can get a feeling for the sentiments expressed in the data. Who is more optimistic, pessimistic, or neutral in their responses? ATLAS.ti can auto-code the positive, negative, and neutral sentiments in your data. Naturally, you can also simply browse through your data and highlight relevant segments that catch your attention or attach codes to begin condensing the data.

Step 4: Build a code system

Whether you start with auto-coding or manual coding, after having generated some first codes, you need to get some order in your code system to develop a cohesive understanding. You can build your code system by sorting codes into groups and creating categories and subcodes. As this process requires reading and re-reading your data, you will become very familiar with your data. Counting on a tool like ATLAS.ti qualitative data analysis software will support you in the process and make it easier to review your data, modify codings if necessary, change code labels, and write operational definitions to explain what each code means.

Step 5: Query your coded data and write up the analysis

Once you have coded your data, it is time to take the analysis a step further. When using software for qualitative data analysis , it is easy to compare and contrast subsets in your data, such as groups of participants or sets of themes.

For instance, you can query the various opinions of female vs. male respondents. Is there a difference between consumers from rural or urban areas or among different age groups or educational levels? Which codes occur together throughout the data set? Are there relationships between various concepts, and if so, why?

Step 6: Data visualization

Data visualization brings your data to life. It is a powerful way of seeing patterns and relationships in your data. For instance, diagrams allow you to see how your codes are distributed across documents or specific subpopulations in your data.

Exploring coded data on a canvas, moving around code labels in a virtual space, linking codes and other elements of your data set, and thinking about how they are related and why – all of these will advance your analysis and spur further insights. Visuals are also great for communicating results to others.

Step 7: Data presentation

The final step is to summarize the analysis in a written report . You can now put together the memos you have written about the various topics, select some salient quotes that illustrate your writing, and add visuals such as tables and diagrams. If you follow the steps above, you will already have all the building blocks, and you just have to put them together in a report or presentation.

When preparing a report or a presentation, keep your audience in mind. Does your audience better understand numbers than long sections of detailed interpretations? If so, add more tables, charts, and short supportive data quotes to your report or presentation. If your audience loves a good interpretation, add your full-length memos and walk your audience through your conceptual networks and illustrative data quotes.

Qualitative data analysis begins with ATLAS.ti

For tools that can make the most out of your data, check out ATLAS.ti with a free trial.

Data & Finance for Work & Life

Data Analysis for Qualitative Research: 6 Step Guide

Data analysis for qualitative research is not intuitive. This is because qualitative data stands in opposition to traditional data analysis methodologies: while data analysis is concerned with quantities, qualitative data is by definition unquantified . But there is an easy, methodical approach that anyone can take use to get reliable results when performing data analysis for qualitative research. The process consists of 6 steps that I’ll break down in this article:

• Perform interviews(if necessary )
• Gather all documents and transcribe any non-paper records
• Decide whether to either code analytical data, analyze word frequencies, or both
• Decide what interpretive angle you want to take: content analysis , narrative analysis, discourse analysis, framework analysis, and/or grounded theory
• Compile your data in a spreadsheet using document saving techniques (windows and mac)
• Identify trends in words, themes, metaphors, natural patterns, and more

To complete these steps, you will need:

• Microsoft word
• Microsoft excel
• Internet access

You can get the free Intro to Data Analysis eBook to cover the fundamentals and ensure strong progression in all your data endeavors.

What is qualitative research?

Qualitative research is not the same as quantitative research. In short, qualitative research is the interpretation of non-numeric data. It usually aims at drawing conclusions that explain why a phenomenon occurs, rather than that one does occur. Here’s a great quote from a nursing magazine about quantitative vs qualitative research:

“A traditional quantitative study… uses a predetermined (and auditable) set of steps to confirm or refute [a] hypothesis. “In contrast, qualitative research often takes the position that an interpretive understanding is only possible by way of uncovering or deconstructing the meanings of a phenomenon. Thus, a distinction between explaining how something operates (explanation) and why it operates in the manner that it does (interpretation) may be [an] effective way to distinguish quantitative from qualitative analytic processes involved in any particular study.” (bold added) (( EBN ))

Learn to Interpret Your Qualitative Data

This article explain what data analysis is and how to do it. To learn how to interpret the results, visualize, and write an insightful report, sign up for our handbook below.

Step 1a: Data collection methods and techniques in qualitative research: interviews and focus groups

Step 1 is collecting the data that you will need for the analysis. If you are not performing any interviews or focus groups to gather data, then you can skip this step. It’s for people who need to go into the field and collect raw information as part of their qualitative analysis.

Since the whole point of an interview and of qualitative analysis in general is to understand a research question better, you should start by making sure you have a specific, refined research question . Whether you’re a researcher by trade or a data analyst working on one-time project, you must know specifically what you want to understand in order to get results.

Good research questions are specific enough to guide action but open enough to leave room for insight and growth. Examples of good research questions include:

• Good : To what degree does living in a city impact the quality of a person’s life? (open-ended, complex)
• Bad : Does living in a city impact the quality of a person’s life? (closed, simple)

Once you understand the research question, you need to develop a list of interview questions. These questions should likewise be open-ended and provide liberty of expression to the responder. They should support the research question in an active way without prejudicing the response. Examples of good interview questions include:

• Good : Tell me what it’s like to live in a city versus in the country. (open, not leading)
• Bad : Don’t you prefer the city to the country because there are more people? (closed, leading)

Some additional helpful tips include:

• Begin each interview with a neutral question to get the person relaxed
• Limit each question to a single idea
• If you don’t understand, ask for clarity
• Do not pass any judgements
• Do not spend more than 15m on an interview, lest the quality of responses drop

Focus groups

The alternative to interviews is focus groups. Focus groups are a great way for you to get an idea for how people communicate their opinions in a group setting, rather than a one-on-one setting as in interviews.

In short, focus groups are gatherings of small groups of people from representative backgrounds who receive instruction, or “facilitation,” from a focus group leader. Typically, the leader will ask questions to stimulate conversation, reformulate questions to bring the discussion back to focus, and prevent the discussion from turning sour or giving way to bad faith.

Focus group questions should be open-ended like their interview neighbors, and they should stimulate some degree of disagreement. Disagreement often leads to valuable information about differing opinions, as people tend to say what they mean if contradicted.

However, focus group leaders must be careful not to let disagreements escalate, as anger can make people lie to be hurtful or simply to win an argument. And lies are not helpful in data analysis for qualitative research.

Step 1b: Tools for qualitative data collection

When it comes to data analysis for qualitative analysis, the tools you use to collect data should align to some degree with the tools you will use to analyze the data.

As mentioned in the intro, you will be focusing on analysis techniques that only require the traditional Microsoft suite programs: Microsoft Excel and Microsoft Word . At the same time, you can source supplementary tools from various websites, like Text Analyzer and WordCounter.

In short, the tools for qualitative data collection that you need are Excel and Word , as well as web-based free tools like Text Analyzer and WordCounter . These online tools are helpful in the quantitative part of your qualitative research.

Step 2: Gather all documents & transcribe non-written docs

Once you have your interviews and/or focus group transcripts, it’s time to decide if you need other documentation. If you do, you’ll need to gather it all into one place first, then develop a strategy for how to transcribe any non-written documents.

When do you need documentation other than interviews and focus groups? Two situations usually call for documentation. First , if you have little funding , then you can’t afford to run expensive interviews and focus groups.

Second , social science researchers typically focus on documents since their research questions are less concerned with subject-oriented data, while hard science and business researchers typically focus on interviews and focus groups because they want to know what people think, and they want to know today.

Non-written records

Other factors at play include the type of research, the field, and specific research goal. For those who need documentation and to describe non-written records, there are some steps to follow:

• Put all hard copy source documents into a sealed binder (I use plastic paper holders with elastic seals ).
• If you are sourcing directly from printed books or journals, then you will need to digitalize them by scanning them and making them text readable by the computer. To do so, turn all PDFs into Word documents using online tools such as PDF to Word Converter . This process is never full-proof, and it may be a source of error in the data collection, but it’s part of the process.
• If you are sourcing online documents, try as often as possible to get computer-readable PDF documents that you can easily copy/paste or convert. Locked PDFs are essentially a lost cause .
• Transcribe any audio files into written documents. There are free online tools available to help with this, such as 360converter . If you run a test through the system, you’ll see that the output is not 100%. The best way to use this tool is as a first draft generator. You can then correct and complete it with old fashioned, direct transcription.

Step 3: Decide on the type of qualitative research

Before step 3 you should have collected your data, transcribed it all into written-word documents, and compiled it in one place. Now comes the interesting part. You need to decide what you want to get out of your research by choosing an analytic angle, or type of qualitative research.

The available types of qualitative research are as follows. Each of them takes a unique angle that you must choose to get what information you want from the analysis . In addition, each of them has a different impact on the data analysis for qualitative research (coding vs word frequency) that we use.

Content analysis

Narrative analysis, discourse analysis.

• Framework analysis, and/or

Grounded theory

From a high level, content, narrative, and discourse analysis are actionable independent tactics, whereas framework analysis and grounded theory are ways of honing and applying the first three.

• Definition : Content analysis is identify and labelling themes of any kind within a text.
• Focus : Identifying any kind of pattern in written text, transcribed audio, or transcribed video. This could be thematic, word repetition, idea repetition. Most often, the patterns we find are idea that make up an argument.
• Goal : To simplify, standardize, and quickly reference ideas from any given text. Content analysis is a way to pull the main ideas from huge documents for comparison. In this way, it’s more a means to an end.
• Pros : The huge advantage of doing content analysis is that you can quickly process huge amounts of texts using simple coding and word frequency techniques we will look at below. To use a metaphore, it is to qualitative analysis documents what Spark notes are to books.
• Cons : The downside to content analysis is that it’s quite general. If you have a very specific, narrative research question, then tracing “any and all ideas” will not be very helpful to you.
• Definition : Narrative analysis is the reformulation and simplification of interview answers or documentation into small narrative components to identify story-like patterns.
• Focus : Understanding the text based on its narrative components as opposed to themes or other qualities.
• Goal : To reference the text from an angle closer to the nature of texts in order to obtain further insights.
• Pros : Narrative analysis is very useful for getting perspective on a topic in which you’re extremely limited. It can be easy to get tunnel vision when you’re digging for themes and ideas from a reason-centric perspective. Turning to a narrative approach will help you stay grounded. More importantly, it helps reveal different kinds of trends.
• Cons : Narrative analysis adds another layer of subjectivity to the instinctive nature of qualitative research. Many see it as too dependent on the researcher to hold any critical value.
• Definition : Discourse analysis is the textual analysis of naturally occurring speech. Any oral expression must be transcribed before undergoing legitimate discourse analysis.
• Focus : Understanding ideas and themes through language communicated orally rather than pre-processed on paper.
• Goal : To obtain insights from an angle outside the traditional content analysis on text.
• Pros : Provides a considerable advantage in some areas of study in order to understand how people communicate an idea, versus the idea itself. For example, discourse analysis is important in political campaigning. People rarely vote for the candidate who most closely corresponds to his/her beliefs, but rather for the person they like the most.
• Cons : As with narrative analysis, discourse analysis is more subjective in nature than content analysis, which focuses on ideas and patterns. Some do not consider it rigorous enough to be considered a legitimate subset of qualitative analysis, but these people are few.

Framework analysis

• Definition : Framework analysis is a kind of qualitative analysis that includes 5 ordered steps: coding, indexing, charting, mapping, and interpreting . In most ways, framework analysis is a synonym for qualitative analysis — the same thing. The significant difference is the importance it places on the perspective used in the analysis.
• Focus : Understanding patterns in themes and ideas.
• Goal : Creating one specific framework for looking at a text.
• Pros : Framework analysis is helpful when the researcher clearly understands what he/she wants from the project, as it’s a limitation approach. Since each of its step has defined parameters, framework analysis is very useful for teamwork.
• Cons : It can lead to tunnel vision.
• Definition : The use of content, narrative, and discourse analysis to examine a single case, in the hopes that discoveries from that case will lead to a foundational theory used to examine other like cases.
• Focus : A vast approach using multiple techniques in order to establish patterns.
• Goal : To develop a foundational theory.
• Pros : When successful, grounded theories can revolutionize entire fields of study.
• Cons : It’s very difficult to establish ground theories, and there’s an enormous amount of risk involved.

Step 4: Coding, word frequency, or both

Coding in data analysis for qualitative research is the process of writing 2-5 word codes that summarize at least 1 paragraphs of text (not writing computer code). This allows researchers to keep track of and analyze those codes. On the other hand, word frequency is the process of counting the presence and orientation of words within a text, which makes it the quantitative element in qualitative data analysis.

Video example of coding for data analysis in qualitative research

In short, coding in the context of data analysis for qualitative research follows 2 steps (video below):

• Reading through the text one time
• Adding 2-5 word summaries each time a significant theme or idea appears

Let’s look at a brief example of how to code for qualitative research in this video:

Click here for a link to the source text. 1

Example of word frequency processing

And word frequency is the process of finding a specific word or identifying the most common words through 3 steps:

• Decide if you want to find 1 word or identify the most common ones
• Use word’s “Replace” function to find a word or phrase
• Use Text Analyzer to find the most common terms

Here’s another look at word frequency processing and how you to do it. Let’s look at the same example above, but from a quantitative perspective.

Imagine we are already familiar with melanoma and KITs , and we want to analyze the text based on these keywords. One thing we can do is look for these words using the Replace function in word

• Locate the search bar
• Click replace
• Type in the word
• See the total results

Here’s a brief video example:

Another option is to use an online Text Analyzer. This methodology won’t help us find a specific word, but it will help us discover the top performing phrases and words. All you need to do it put in a link to a target page or paste a text. I pasted the abstract from our source text, and what turns up is as expected. Here’s a picture:

Step 5: Compile your data in a spreadsheet

After you have some coded data in the word document, you need to get it into excel for analysis. This process requires saving the word doc as an .htm extension, which makes it a website. Once you have the website, it’s as simple as opening that page, scrolling to the bottom, and copying/pasting the comments, or codes, into an excel document.

You will need to wrangle the data slightly in order to make it readable in excel. I’ve made a video to explain this process and places it below.

Step 6: Identify trends & analyze!

There are literally thousands of different ways to analyze qualitative data, and in most situations, the best technique depends on the information you want to get out of the research.

Nevertheless, there are a few go-to techniques. The most important of this is occurrences . In this short video, we finish the example from above by counting the number of times our codes appear. In this way, it’s very similar to word frequency (discussed above).

A few other options include:

• Ranking each code on a set of relevant criteria and clustering
• Pure cluster analysis
• Causal analysis

We cover different types of analysis like this on the website, so be sure to check out other articles on the home page .

How to analyze qualitative data from an interview

To analyze qualitative data from an interview , follow the same 6 steps for quantitative data analysis:

• Perform the interviews
• Transcribe the interviews onto paper
• Decide whether to either code analytical data (open, axial, selective), analyze word frequencies, or both
• Compile your data in a spreadsheet using document saving techniques (for windows and mac)
• Source text [ ↩ ]

About the Author

Noah is the founder & Editor-in-Chief at AnalystAnswers. He is a transatlantic professional and entrepreneur with 5+ years of corporate finance and data analytics experience, as well as 3+ years in consumer financial products and business software. He started AnalystAnswers to provide aspiring professionals with accessible explanations of otherwise dense finance and data concepts. Noah believes everyone can benefit from an analytical mindset in growing digital world. When he's not busy at work, Noah likes to explore new European cities, exercise, and spend time with friends and family.

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