Basic coding in dataset sources

This topic will get you started with coding dataset sources—refer to More manual coding techniques and Automatic coding in dataset sources for more detailed information.

What do you want to do?


Understand what you can code

In dataset sources you can select and code:

You can identify codable fields by color—codable fields have a white background.

You can code in Table View:


or in Form View:



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Code at a node

  1. Select the content you want to code.

  2. On the Analyze tab, in the Coding group, under Code Selection At, click New Node.


The New Node dialog box is displayed.

  1. (Optional) To choose where you want to store the node—in the Location box, click the Select button and select the location.

  2. Enter a name for the node.

  3. (Optional) Enter a description of the node.

  4. Click OK.

NOTE If you want to code at a node that already exists, click Existing Nodes, under Code Selection At, and select the relevant node.

Refer to More manual coding techniques for more detailed information about coding.

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See what you have coded

To see what has been coded in a dataset source, you can

For more detailed information on coding highlight and coding stripes—refer to Highlight coding or display coding stripes.

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Open a node to see the dataset references

  1. In Navigation View, locate and click the folder that contains the node you want to inspect.

  2. In List View, double-click the node. The node opens in Detail View.

  3. On the right of the node, click the Dataset tab.

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