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How to use Clean with AI

Survey data often contains messy category labels: spelling differences, inconsistent capitalization, multiple variants of the same response, or unordered scales (e.g. "Strongly Agree" appearing before "Disagree").

The Clean with AI feature in the legend helps standardize these categories. It can rename, order, and optionally merge categories automatically.

Where to find it

You can run Clean with AI from the Legend:

  • In a pivot chart: click the Legend tab on the right.
  • In Manage Column(s): open the column details and scroll to the Legend.

How it works

When you click Clean categories with AI, a dialog appears with two options:

  • Allow Category Merging – Off by default. Tick this if you want the AI to merge near-duplicate categories.
  • Additional instructions – A text area where you can guide the AI (for example: "Keep age categories in ascending order" or "Do not merge 'Other' with anything else").

Click Start to generate suggestions.

The AI will then:

  • Suggest renames for inconsistent or unclear category labels.
  • Suggest an order (e.g. arranging Likert responses from negative → positive, or ordering age ranges correctly).
  • Optionally suggest merges (if Allow Category Merging was ticked).

Applying changes

  1. Review the suggestions in the preview.
  2. Choose whether to accept the proposed renames, ordering, and (if enabled) merges.
  3. Click Apply.
  4. Save your changes to update the project.

Viewing mappings

If categories are merged, click View Mappings in the legend to see how the original raw categories map to the new ones.

Example

A survey column for "Opinion" includes responses:

  • "agree"
  • "Strongly Agree"
  • "disagree"
  • "Neutral"

Using Clean with AI (with merging off):

  • Categories are renamed for consistency ("Agree," "Strongly agree," "Disagree," "Neutral").
  • The order is adjusted to: Disagree → Neutral → Agree → Strongly agree.

Using Clean with AI (with merging on and instruction "Merge near-duplicates"):

  • If "Yes," "Y," and "Yep" are present, they are merged into a single Yes category.

Key points

  • Clean with AI can rename, order, and optionally merge categories.
  • By default, only renaming and ordering are applied.
  • Tick Allow Category Merging if you want AI to merge categories.
  • Add optional instructions to guide the AI.
  • All changes persist for the column and carry through to exports.
  • You can reset to the original data at any time.