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Section Advanced CODAP Techniques

Subsection Working with Hierarchical Data

CODAP supports hierarchical data structures, where cases at one level contain cases at another level. Examples include:
  • Schools containing students
  • Countries containing cities
  • Experiments containing trials
To create hierarchical data:
  1. Create a new collection (table) using the "New Collection..." option in the table menu
  2. Specify the parent-child relationship between collections
  3. Add attributes to each collection as needed
Benefits of hierarchical data:
  • Organize data at different levels of granularity
  • Analyze aggregated data (e.g., average test scores per school)
  • Easily filter across related collections
  • Maintain relationships between different units of analysis

Subsection Advanced Filtering Techniques

CODAP offers several ways to filter your data:
Selection Filtering
  • Select cases in any view (table, graph, map)
  • Use the "eyeball" icon in the table to show only selected cases
  • Click again to show all cases
Formula-Based Filtering
  • Click the filter icon in the table header
  • Enter a formula that evaluates to true or false (e.g., price < 100)
  • Only cases where the formula is true will be shown
Creating Subsets
  • Select cases of interest
  • Use "New Collection From Selection" from the table menu
  • This creates a new collection containing only the selected cases
Using Categorical Attributes
  • Create a categorical attribute using a formula (e.g., if(score > 70, "Pass", "Fail"))
  • Use this attribute in graphs to separate data into groups
  • Select specific categories to filter the data
Complex filtering examples:
  • Multiple conditions: (price < 100) and (rating >= 4)
  • Either/or conditions: (category = "Electronics") or (category = "Appliances")
  • Exclusion: not(state = "California")
  • Range filtering: (age >= 18) and (age <= 65)
  • Text contains: contains(name, "Smith")

Subsection Advanced Data Import and Export

Beyond basic CSV importing, CODAP provides several advanced data handling options:
Importing from Plugins
  • Click the "Plugins" button in the toolbar
  • Select data connectors like "Google Sheets" or "Data Interactives"
  • Follow the plugin-specific instructions to import data
Importing Multiple Tables
  • Import each table separately
  • Use "Relate Collections..." to establish relationships between tables
Exporting Data
  • Use "Export Case Data..." from the table menu
  • Choose CSV or tab-delimited format
  • Select which attributes to include
Saving and Sharing CODAP Documents
  • Use "Save" to download as a .codap file
  • Use "Share" to generate a shareable link (requires account)
  • Use "Create Poster" to create a static view for presentation
Tips for data handling:
  • Keep original data intact by working with copies when making significant changes
  • Save your work frequently as CODAP files
  • When importing CSV files, check that numeric data is recognized correctly (not imported as text)
  • Use text attributes for identification codes, even if they contain numbers
  • Export your processed data if you need to use it in other applications

Subsection Building Interactive Dashboards

CODAP’s flexible interface allows you to create interactive dashboards by combining multiple components:
  1. Create tables, graphs, maps, and text objects that provide different views of your data
  2. Arrange these components in a logical layout by dragging and resizing
  3. Use text objects to add titles, explanations, or context
  4. Take advantage of CODAP’s automatic linking between components
Dashboard features to utilize:
  • Linked selection: Selecting items in one view highlights them in all views
  • Show/hide components: Minimize components temporarily using the minimize button
  • Text objects: Add context with the "Text" button in the toolbar
  • Colored backgrounds: Use the gear icon in component windows to change background colors
  • Multiple representations: Show the same data in different ways (e.g., table, graph, map)
Dashboard design tips:
  • Place the most important visualizations prominently
  • Organize components in a logical flow (e.g., overview to detail)
  • Use consistent colors and styles across components
  • Include brief text explanations to guide users
  • Test the dashboard by selecting different data points to ensure linking works correctly
  • Resize the browser window to check how your dashboard adapts to different screen sizes