CX Dashboards | XM Community

CX Dashboards

Discuss CX Dashboards solutions, best practices, & more.

  • 818 Topics
  • 2,141 Replies

818 Topics

D
dettun
asked in CX Dashboards

Add a row number variable to a survey

Hi,is there a way to add a variable that is the row number in the response table and use this as a key in my survey?I'm trying to create a short unique ID (4 digit) that is unique within my responses, and still easy to use.Thanks,David

5
C
Level 2 ●●
2 days ago
A
Annette_EON
asked in CX Dashboards

Automatic Action Plan URL generation

Hi, I have a  CX survey for which we want to implement a good close-the-loop process - a.o. we are using Action Plans. Unfortunately, the current dashboard functionality for CX Action Plans doesn’t offer an embedded data field for a link for every Action Plan. There is an ID /recordedID that contains part of the URL but the full URL for every Action Plan can only be copied from the browser.Has anyone an idea how to automatically generate a URL that would allow to use this link in the corresponding CX Dashboard?thank you! 

0
A
4 days ago
C
CarlaRochaIzoPortugal
asked in CX Dashboards

Year to month rolling NPS

HiI’m trying to build a widget where I could see for each month, what is the NPS of the last 12 months. Meaning, on the column or bar Jan 2024 I would see the NPS from Feb 1st 2023 to Jan 31st 2024, on the one of Feb 2024 I would see NPS from March 1st 2023 to Feb 29th 2024… I saw that for Rolling calculation “grouping must match the grouping for your date breakout. For example, if your date data is broken out over years, the rolling average will also automatically be set to years.” Does anyone have an idea on how to achieve this?

6
Sachin Nandikol
QPN Level 5 ●●●●●
4 days ago
JohannesCE
Level 6 ●●●●●●
JohannesCELevel 6 ●●●●●●
asked in CX Dashboards

Difference Directory Respondent Funnel and Contact Data

I'm a bit confused by the apparent changes in how we can visualize distribution in CX Dashboards.First I read this: Distribution Reporting (CX) (qualtrics.com). But this method seems deprecated:Attention: The XM Directory Respondent Funnel can accomplish the same analysis as distribution reporting with an easier setup. After August 31, 2022 users will not be able to add new data sources or create new dashboard pages from the Directory Respondent page template. Additionally, we are currently not enabling distribution reporting for any new customers at this time. Reach out to your Account Executive or XM Success Manager to learn more.Second, I read this: XM Directory Respondent Funnel (qualtrics.com). This seems to work, although the delays make it a bit inconvenient:Qtip: Depending on size, dashboards containing a Respondent Funnel source may only be able to be recached once every 24 hours. Recaching is triggered whenever fields in the Dashboard Data are changed, added, or removed. We r

1
csulb.spot.6584
9 days ago
A
Aine
asked in CX Dashboards

Fixed values in a dashboard

HelloI need to add a table with fixed values in a dashboard, and then use them to compare values in a widget...Can I use custom metrics? or Is there another way to do it? Thank you

3
Sachin Nandikol
QPN Level 5 ●●●●●
10 days ago
M
MB_CX
asked in CX Dashboards

Interactive filter for public reports

Hi, I am looking to include an interactive filter on public reports, is there a way to do this on Qualtrics??

0
M
16 days ago
E
QPN Level 5 ●●●●●
EumetisQPN Level 5 ●●●●●
asked in CX Dashboards

Dashboard Union

Hi,Qualtrics union doesn’t bring in data from both sources, it only brings in the similar fields and the rest have to be manually mapped. Is that the intended functionality? Shouldn’t union bring in all the data and just place the non similar fields as unmapped?

1
N
Level 1 ●
17 days ago
M
MarloesW
asked in CX Dashboards

How do I calculate market shares to visualise in cx dashboard?

Hi!I want to have a table showing market shares per webshop. I have a question where respondents can choose where they bought their product and a question where respondents can give the amount they spent in that webshop. Q1: Where did you buy product X?Shop A Shop B etcQ2: How much did you spend on product X?€ … I made custom metrics to calculate the revenue per shop, but can't figure out how to go from there to the actual market shares in qualtrics. I hope someone can help me

1
N
Level 1 ●
17 days ago
L
Linda Haworth
asked in CX Dashboards

Full Record information

When we get responses on our surveys, if the response comes back as passive we can see the full record but the record does not have the client contact information.  If it is a detractor it creates a ticket which has the email and name of the respondent.  Anyone know how i can see who the respondent is if the response does not create a ticket

6
jmborzick
QPN Level 4 ●●●●
19 days ago
W
warley_s
asked in CX Dashboards

Trouble getting a custom date format

Hi everyone, I have a embedded data field with date in the format “YYYY-MM-ddZhh:mm” (example: 2024-04-23T00:00”), and I’m trying to set it this way on Qualtrics dashboard mapping, to use this field as date filter, but not having success.  Also tried different syntax, like with commas (“YYYY-MM-dd,Z,hh:mm”), and other changes, none worked so far.  Any tips to help? Thank you all!

3
Nanditha MM
Level 4 ●●●●
19 days ago
S
Sam-5018
asked in CX Dashboards

Embed Chatbot to Survey

I want to embed my chatbot from lanbot into my survey, which is designed to study consumer behavior. I want the participants get through the chatbot when they reach a specific page, pop-up or textbox. Here is my chatbot. I will be more than grateful for any feedback!https://landbot.site/v3/H-2203779-8PKRB46RWG2R1AS6/index.html

1
JesperAndersen
QPN Level 4 ●●●●
20 days ago
A
Ali Hajj Hassan
asked in CX Dashboards

Reflecting 2 sources on a dashboard each with different dates applied

Hello everyone, I have 2 sources( surveys) that i want to reflect on the same dashboard, the problem is that each have a distinct time frame that needs to be applied. I figure that can be done from the advanced filters but i need some guidance.

1
R
Level 3 ●●●
23 days ago
AshleyB
AshleyB
posted in CX Dashboards

How to append new data in an Imported Data Project?

The imported data project type is a really helpful tool to be able to report on operational data through CX Dashboards. However, I have several use cases where new data will need to be added to the project. I have tried using the Re-import Data feature by exporting the data set and appending the new data to the export and re-importing the data but have not had success getting the data to successfully upload.I end up having to scrap the project and build a survey project which guarantees the ability to import operational data while also being able to add new data without having to re-map the dataset in the CX dashboard every time I need to update.Anyone have success with appending new data to an Imported Data project? Any tips?

3
R
Level 1 ●
24 days ago
T
taylor.blankenship
asked in CX Dashboards

Filter dashboard by drill down results

I have a survey that utilizes a drill down question to collect information and I would like to be able to filter the dashboard by those drill down results. However, when I try to add a drill down question as a filter it treats it as a number and doesn't pull the answer choices. Is this not possible?

1
C
Level 2 ●●
24 days ago
M
Level 2 ●●
MihoSatoLevel 2 ●●
asked in CX Dashboards

Text iQ on dashboard: How to exclude incomplete survey responses?

Dear XM Community,When I was setting up Text iQ on my dashboard, I noticed that incomplete survey responses were also included in the analysis. I would very much appreciate it if anyone could advise me how to filter only completed responses (Survey Metadata “Finished = Yes”) to be analyzed. Thank you for your help in advance.Miho

6
M
Level 2 ●●
25 days ago
P
Pav1032_dk
asked in CX Dashboards

How can I add a logo or an icon at the top of the dashboard?

I hope to make the survey to be more professional, so I want to add a logo to the top of our dashboards. Do you know how I can do that. Thanks a lot!

1
C
Level 2 ●●
29 days ago
JohannesCE
Level 6 ●●●●●●
JohannesCELevel 6 ●●●●●●
asked in CX Dashboards

Issue with Translation Reversion in CX Dashboards

Hi! We utilize a dashboard template for creating new dashboards within Qualtrics CX. This template consists of numerous pages and widgets, and I have translated it into Dutch by switching my account settings from English to Dutch.The problem arises when I make a copy of the template. Text that was originally in Dutch reverts back to English. This issue has occurred previously, and although I have ensured that the template is correctly translated in both Dutch and English versions, when making a copy, various widgets display text in English despite my platform settings being in Dutch.It seems that the reversion may be related to text modifications made on the front end rather than within the translation file. Strangely, exporting the labels from the correctly translated template results in them appearing correctly in the Excel file. However, when making a copy of the template, the first page defaults to English. Importing the Excel file of the template doesn't resolve this issue.I need

4
M
1 month ago
R
Ryan_R
posted in CX Dashboards

Download with Filters Applied

Anyone know a work around for this horrible feature? I have to download page by page by page to keep my filters applied. Why have an ability to filter and export all pages if the filters don't hold? Downloading Dashboard PagesDashboard exports generally respect the default filters set for the dashboard, unless you have adjusted the filters. The page you export will respect any filters you currently have applied instead of the filters set as the default. If you are exporting multiple pages of the dashboard, only the page you’re currently on will respect filters you currently have applied; otherwise, the additional pages of the export will revert to the default filters for the page.

1
V
1 month ago
E
QPN Level 5 ●●●●●
EumetisQPN Level 5 ●●●●●
asked in CX Dashboards

Disable Ticket and email tab on record table

How do i disable ticket and email tab on the record table → full record view?

0
E
QPN Level 5 ●●●●●
1 month ago
JohannesCE
Level 6 ●●●●●●
JohannesCELevel 6 ●●●●●●
asked in CX Dashboards

Automation of user creation and Dashboard access based on variable

I'm looking for a way to atomatize the import and rights attribution for a large set of Qualtrics users. I have a global survey that collects data for 200 stores and a Dashboard with all the results I have list of 200 email addreses that each should get a user account All these users should only be able to see the Dashboard, not access the rest of the XM Platform Each user is linked to a particular store, and should see only the data filtered for that storeHow do I do this without manually adding each user and limiting their rights? This is what I have:Use the Adding, Importing, & Exporting Users feature to upload a CSV or TSV file with the email addresses of the users  Use the User, Group, & Division Permissions feature to assign roles and permissions to the users. Restrict their access to only the dashboard and not the rest of the XM Platform. Use the Data Restrictions Dashboards feature to create filters based on the store name or ID and apply them to your dashboard. Share t

2
JohannesCE
Level 6 ●●●●●●
1 month ago
nryalls
Level 2 ●●
nryallsLevel 2 ●●
asked in CX Dashboards

12-Hr Time with CX Dashboard Date

Our API brings in an embedded date field as the following: 04/01/2024 03:30 PM. But I cannot figure out which date format I should use to ensure that “invalid date” does not appear in the response ticker widget. The date is the date of their admission ticket, which is what my teams would like to see in their daily report send from the dashboard. This helps them recognize when an issue might have occurred for the experience. 

0
nryalls
Level 2 ●●
1 month ago
B
Bebesa
asked in CX Dashboards

Help with filters on dashboards

Hi community,  I am creating a graph that is using a question as a filter. The graph is displaying the different benefits. Let’s say we have 100 responses. The question we are using as a filter is about gender. Let’s say we have 50 responses.  when i create the graph and filter it by gender. I only see the 50 responses. How can i also show the responses where we don’t have gender?  Thank you! 

4
InessaG
Level 5 ●●●●●
1 month ago
A
Level 2 ●●
Arthur_FletcherLevel 2 ●●
asked in CX Dashboards

Displaying a grid question in Dashboard

I have a survey with several grid questions and I would like to be able to display the responses in one table, more or less the same as the grid looks in the survey (statements in rows, options in columns, answers as %) I have tried all the table options within dashboard and can’t seem to make any of them work in the way that I would like.  The only option I have at the moment is to show them as individual charts, one per statement, which is rather tedious. Does anyone have the knowledge I seek? Thanks in advance!

8
M
1 month ago
H
holw
posted in CX Dashboards

Honest opinion about Dashboards

I’ve been working in Dashboards for 3 months. After creating 3 dashboards, I see many technical limitations of this platform, and finding it hard to justify the time/cost/effort for broader implementation. We’ve already paid for the expanded license, so I’m more or less stuck with making it work as best I can.  However, I’m curious what others think of it, and if anyone has been able to successfully implement it for their organization. Besides it being painfully clunky and slow, one of my biggest pain points is not being able to configure a 1-time benchmark using a custom metric calculation. The only workaround is manually entering it into the benchmark interface.  Which leads to pain-point #2….it’s not possible to manually enter a new benchmark row under an existing benchmark which severely limits how I can use benchmarks. For example, say I calculated a custom metric and I want it to fall under an existing benchmark (Benchmark A). I’m forced to create brand new benchmark (Benchmark A

2
L
1 month ago
C
Chidibomaopara
asked in CX Dashboards

Filtering a dashboard with widget from multiple sources

Hello Everyone,I have a dashboard that displaysWidgets that shows stats using the Respondent funnel data source for things like the number of email sent, number of finished surveys and stuff like that another Widget that shows information from the embedded data fields and the last widget which is a line graph for the survey questions.Issue: i have a dashboard filter which is an embedded data field to filter all the widgets but the  Respondent funnel data widgets error out when i apply any filter to the dashboard. Support just told me that the Respondent funnel data source does not have the embedded data so it will not work.Does anyone know how to get information about the number of email sent, survey started and survey finished from the embedded data source?Thanks  

3
InessaG
Level 5 ●●●●●
1 month ago

Productivity playlist

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