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Michael_Cooksey
Administrator
1 month ago

CX Dashboards

Discuss CX Dashboards solutions, best practices, & more.

  • 927 Topics
  • 2,422 Replies
927 Topics
KelliPolk
Level 2 ●●
KelliPolkLevel 2 ●●
asked in CX Dashboards
Dashboard Alerts

What are your favorite Workflows that you have created to alert you that your data in your dashboard is being wonky? We have a few APIs coming into our Qualtrics, and every once in a while, something will fail, and I would rather the system tell me instead of a user who hasn’t reviewed the dashboard in a few weeks. Any suggestions?

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KelliPolk
Level 2 ●●
VictorAV
Level 3 ●●●
VictorAVLevel 3 ●●●
asked in CX Dashboards
Dashboard | Apply weighting system per waves and different per 'country' (embedded data)

Hey Qualtrics team, I'm working with a Dashboard for a Brand Tracker survey and want to apply a weight system. With regards to this weight system, some comments: It should be applied per waves It also be applied based on 2 main different questions: Gender (question Gender) and Age groups (variable CV_00_AgeGroups). For some countries other questions can be applied: question 'City-suburb' and 'City of Residence' for those countries where we're requesting responses of people coming from different cities. These questions should be applied independently, i.e. not combined as we don't know the exact percentage of these combinations, for instance male of 18-34 years in Berlin. As described above, I want to apply different weights for the different countries we work with in this project (embedded data: 'country'). In the screenshots attached below, I've detailed an example of the weights that we want to apply for Germany (DE) and United Kingdom (UK). We want to do a similar exercise for the r

5910
J
Level 4 ●●●●
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Level 3 ●●●
Neha TankLevel 3 ●●●
asked in CX Dashboards
Replicating Drivers Analysis in Excel

Hi, We would like to show the drivers analysis of Qualtrics in POWER BI. Since there is no feature of embedding the Qualtrics widget in POWER BI, we were trying to see if we can build similar logic in excel. We tried using PEARSON’s formula of excel to do so. However, we are stuck in one point. We would like to know how does it calculate the average for the Performance axis. If someone has already done it, kindly help. Also, if you know any other solution to get it into POWER BI, please suggest. Thanks. Regards, Neha Tank

223
N
Level 3 ●●●
kgillis
Level 5 ●●●●●
kgillisLevel 5 ●●●●●
asked in CX Dashboards
Dashboard edit, minimal editing abilities.

I would like to give a CX dashboard user the ability to create their own bucketing filters, but do not want to allow for any other dashboard edits from them. Is there a way to restrict what they can edit? To the best of my knowledge editing is an all or nothing feature.

142
kgillis
Level 5 ●●●●●
kgillis
Level 5 ●●●●●
kgillisLevel 5 ●●●●●
asked in CX Dashboards
Participant list with survey link displayed in dashboard

My org is asking for a list of contacts, specifically those who have not completed the survey, along with their individual survey link (we are using embedded data on the contacts), and they would like it served to them in a dashboard where leaders can use page filters to find their contacts and then access the corresponding survey link - this way they can self-serve their curated lists and it’s always up to date (as opposed to me exporting the distribution list).

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C
G
Level 1 ●
GabrieleBBLevel 1 ●
asked in CX Dashboards
Date format YYYY in Record Table

Hi everyone, I’d like to add a column in a record table with date in YYYY format.It seems quite easy, according to this article, but it is not possible to recode formats with Start/End/Recorded Date data, any suggestions? thanks in advance https://www.qualtrics.com/support/it/vocalize/dashboard-settings-cx/dashboard-data/advanced-fields/custom-date-formats/?rid=langMatch&prevsite=en&newsite=it&geo=IT&geomatch=&utm_lp=related%2Bpage

333
J
Level 4 ●●●●
T
Level 2 ●●
TimOHLevel 2 ●●
asked in CX Dashboards
Imported data set missing values in dashboard

Hello! Ive imported some old survey data into our new qualtrics program. In the data set itself the CSAT score has response codes associated with it. However when I try to bring these over to a dashboard with live survey data, no results are coming through. When I look in the recode editor for the field, there are no response codes. Same result when i set them up as number or text sets. Does anybody have any idea what might be happening? ive attached some screenshots of the dataset and the backend of the dashboard

131
Sachin Nandikol
QPN Level 6 ●●●●●●
M
MHumble
asked in CX Dashboards
Looking for help with proximity logic in TextIQ

Hi all — I’m working in TextIQ (Qualtrics) and trying to search for responses where two sets of keywords appear within 4 words of each other. For example: ((doctor | dr | provider) AND (nice | tone | explain))~4 Unfortunately, Qualtrics gives me an “invalid operator” error when I try something like that. My current workaround is to create a parent topic like Bedside Manner with terms like nice | tone | explain, and then a sub-topic with provider keywords like doctor | provider | dr. But the problem is this doesn’t restrict the match to within 4 words — so I’m getting results where “Doctor” is in the first sentence and “answering” is in the last. Has anyone figured out how to enforce proximity between keyword sets in TextIQ? Or any creative workarounds to simulate this? Would really appreciate any ideas — thanks in advance!

151
E
Level 2 ●●
N
NehaThorat
asked in CX Dashboards
CX Dashboard widgets for ranking and verbatims

I have a side by side question in which for each statement one has to give a rank value followed by a open end text box. I wanted to show up the data for each user in my dashboard widget, each verbatim answered should be followed by rank assigned to it for each statement/user.

181
J
Level 4 ●●●●
S
Level 2 ●●
SuraLevel 2 ●●
asked in CX Dashboards
Add a new column in Imported data Project

Hi everyone , I had a situation , where I had already uploaded imported data project and I had already built a dashboard out of it . But now I need to add a new column with values against the existing data . I don’t find any option to do this. Can anyone let me know. Thanks.

3159
R
Level 4 ●●●●
T
Level 2 ●●
TimOHLevel 2 ●●
asked in CX Dashboards
Track progress by questions in dashboard

Hello! Is there a way to monitor survey performance by showing completion rates of each question? I’m imagining a line or bar chart where the X axis is each question and the Y is the count or % complete. That way we can more accurately track the drop off rate and where it happens.

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T
Level 2 ●●
S
Level 6 ●●●●●●
ScottGLevel 6 ●●●●●●
asked in CX Dashboards
Has anyone seen any documentation on Text Analytics NPS Impact Score

Hi community, Been looking at NPS Impact Score within our Text Analytics model which an XM scientist helped us set up a while back when we got started with text analytics. This provides us the overall impact particular topics are having on our overall NPS. I have a colleague of mine who is seeking to better understand what it’s trying to show/calculated (they are more of a statistician than I am). The formula for it is… NPS Impact Score = (Topic Count*(Topic NPS-Overall NPS))/(Overall Count-Topic Count). This is set up as a custom metric, but was a metric encouraged by Qualtrics to monitor text analytics. The question my colleague has is why we include the topic count as both numerator and denominator; and to that I can’t answer (it seems ok to me, but this isn’t my speciality). Surprisingly I recall a bit more documentation on the Qualtrics side when we introduced it, but now nothing seems to come up. I’d like to have more confidence around this if we were to keep using it, but can no

3877
P
QPN Level 2 ●●
ccarroll
Level 3 ●●●
ccarrollLevel 3 ●●●
asked in CX Dashboards
Dashboard no longer visible following user type change

We recently had to change the user type of some historical users. Since this change these users are no longer able to see the dashboard. Initially I thought this was due to the user type they shifted too, however this is not the case. Has anyone experienced this before? I’ve played around with it a bit and it seems any change to user type is causing these users to loose access to the dashboard. My initial thoughts are that maybe this is a historical issue, as these users have been set up in Qualtrics since 2020? Open to ideas as to what is causing this.

368
StephB
Level 2 ●●
I
idlamegan
asked in CX Dashboards
Key Drivers widget showing Importance values > 1.0

For anyone that sees this, I realized you have to select “Pearson’s correlation” from the analysis method dropdown!

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jacob.stoddard.embraer
asked in CX Dashboards
Key Drivers Widget - Topics

Hello all, We want to use the Key Drivers widget to visualize the performance of Comment Topic Sentiment on the NPS Score. We want to do something like this Potential driver group = NPS Score Analysis method = Comment - Sentiment Score (Topic 2), Comment - Sentiment Score (Topic 3), Comment - Sentiment Score (Topic 4), Comment - Sentiment Score (Topic 5) Unfortunately, we can only add sentiment score to the potential driver group once and we can’t filter by Topic. Does anyone know a workaround for this? Thanks!

210
J
J
Level 2 ●●
JesseNLevel 2 ●●
asked in CX Dashboards
Building a simulator in a dashboard

Hi everyone, Thank you for taking the time to read this. I’m trying to build a simulator in a Qualtrics Dashboard. Specifications for the dashboard are that we want to show: CSAT Drivers analysis on CSAT for a matrix of attributes A variable CSAT that can change based on user input into the various drivers The idea is that anyone looking at the dashboard could, say, increase the score of any of the attributes involved in the drivers analysis, and the predicted CSAT score would change based on the attribute chosen and how much its score increased by. As far as I know there isn’t any way to edit the scores of attributes from a dashboard to simulate the effects it would have on CSAT. If anyone has any ideas or has done something similar, I’d love to hear about it and what happened/what it looks like. If all else fails, I’ll likely build the simulator in excel instead. Thanks again!

645
N
Level 3 ●●●
N
QPN Level 2 ●●
NikeetaQPN Level 2 ●●
asked in CX Dashboards
Response rate widget to track email and WhatsApp distributions.

Hi Team, I am working on creating a response rate widget and need assistance in calculating the response rate for both email and WhatsApp distributions. Could you help me figure out how to incorporate both channels into the calculation.

130
N
QPN Level 2 ●●
G
Level 1 ●
GabrieleBBLevel 1 ●
asked in CX Dashboards
Binary filter

I would like to add a filter to the dashboard with which I can filter only when there is an open comment. I tried adding a text set field in data mapper and then an advanced filter in dashboard but it doesn't seem to work.Any suggestions?thanks

222
J
Level 4 ●●●●
JohannesCE
Level 6 ●●●●●●
JohannesCELevel 6 ●●●●●●
asked in CX Dashboards
Standard deviation in CX Dashboard and Results widgets

I'm suprised to find that there is no Statistics widget in de CX Dashboard of the Results page. I simply can't find the Statistcs Table, and there seems to be no way to create a Custom Metric of Formula. At least, I haven't been able to. There is a Support page dor it (Statistics Table (Results) (qualtrics.com)) and there are many Community posts on the topic (Statistics table in the new Results Dashboard? | XM Community (qualtrics.com)). I mailed support, but did not get an answer. I know that there is an option in Reports, but I can hardly make screenshort and put those in my dashboards... How to find and display the Standard Deviation for a series of likert-scale questions in Dashboard and Results?

11175
N
Level 1 ●
N
Neil Hurwitz
asked in CX Dashboards
Displaying a bar chart of individual numeric values

Hello, I have a field of numeric values that I would like to display in vertical bar chart form. I’ve found that only after I map the data as a text or number set am I able to do this. That would be fine, but neither one consistently orders the values on the x-axis numerically low to high. It seems to be a text-based ordering either way. I’ve tried using both label and value as display options for the x-axis. I could custome order the values numerically, but was hoping there was a simpler and more robust way of achieving that. I’m also trying to set it up as data continues to come in, so new values need to be worked into the ordering appropriately. I appreciate anyone’s insights on this! Thanks, Neil

304
C
Level 4 ●●●●
N
Level 1 ●
nehajLevel 1 ●
asked in CX Dashboards
Confidence Interval

How to show confidence interval in Qualtrics Report visualizations?

70
N
Level 1 ●
A
AlexaG
asked in CX Dashboards
Export field labels instead of field names in record table

I have an exportable record table in a CX Dashboard. Is it possible to configure the widget to export the column field labels instead of the field names?

142
InessaG
Level 5 ●●●●●
N
Level 1 ●
nehajLevel 1 ●
asked in CX Dashboards
Qualtrics Reports

Is there any way to convert number of responses into percentage in Qualtrics reports?

120
N
Level 1 ●
N
Level 1 ●
nehajLevel 1 ●
asked in CX Dashboards
Weighting in Qualtrics

I want to apply weighting scheme to the Reports. But I am unable to find any settings.

342
N
Level 1 ●
M
Level 1 ●
megan.clawsonLevel 1 ●
asked in CX Dashboards
Filter a dashboard based on a published directory field

Seeking collective wisdom! We are using a survey as a job application. I have a dashboard displaying survey results via a record table widget so that hiring managers can see the applicants and the full record view. I also have a directory contact list with the data field- Hiring Status. This directory list and data field along with the applicant’s contact info is being populated via a workflow, triggered by survey response. I have the directory connected to the dashboard as a second data source and I have published and mapped the Hiring Status field as well as relevant contact info fields- Recipient Last Name, etc. I want to apply a filter to the entire dashboard using the Hiring Status directory field. However, when I use the Hiring Status field to create a dashboard filter, all the survey response data in the record table widget disappears and it says my filters are too exclusive. Is there something I’m missing, or is it not possible to filter a dashboard based on directory fields?

212
vgayraud
QPN Level 6 ●●●●●●

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1 month ago

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