A Practical Guide to Thematic Analysis with MS Word and Excel

This video tutorial addresses a common methodological challenge in qualitative research: the efficient and systematic analysis of textual data when specialized software is unavailable. Quite often, I find research student I work with are looking for qualitative analytical techniques without having to access dedicated Qualitative Data Analysis Software (QDAS). This 30-minute guide offers a practical solution by demonstrating a clear and accessible method for conducting thematic analysis utilizing widely available Microsoft Office Suite applications: MS Word and Excel.

Thematic analysis, a foundational method in qualitative methods, involves identifying, organizing, and interpreting patterns of meaning (themes) across a dataset. This video provides a step-by-step approach to this process, adapted for implement within a standard word processing programme and a spreadsheet application. This approach can be beneficial for researchers with limited resources or those seeking a transparent and auditable research workflow.

Thematic Analysis with MS Word and Excel by Suranga Jayasena

Guidance for Engaging with this Tutorial:

To maximize the utility of this guide, viewers are encouraged to follow along with their own qualitative data or a sample dataset. The tutorial will cover the following key stages:

  • Data Preparation in MS Word: Learn techniques for organizing and annotating your textual data within a Word document to facilitate systematic coding.
  • Utilizing the “Extract Comments to New Document” Macro: This step uses a custom MS Word macro, developed by Lene Fredborg (available for download here) to efficiently extract coded segments and their corresponding labels into a new document. It is recommended that you navigate to this link and install the macro prior to commencing the data analysis steps demonstrated in the video.
  • Theme Development and Organization in MS Excel: Discover how to import the extracted codes into Excel for further organization and categorization. This section will cover techniques for sorting and filtering to bring back thematic blocks of coded data to MS Word to facilitate the inductive development of qualitative interpretations.

By the end of this tutorial, you will gain a practical understanding of how to conduct a rigorous thematic analysis using familiar software, thereby enhancing your capacity for in-depth qualitative data interpretation.

Best Wishes!

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