Adding embedded data universally to a survey that's closed without having to add it to the contacts. | XM Community
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Adding embedded data universally to a survey that's closed without having to add it to the contacts.

  • June 1, 2023
  • 2 replies
  • 34 views
kgillis
Level 6 ●●●●●●
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I have a survey that is closed and is being mapped to a dashboard along with dozens of other surveys. I’m wanting to add embedded data to denote which survey that data come from to be able to filter it out. I know I can do this by editing the contacts but am wondering if there is another way to do this without having to edit the contacts in the directory list. 

KG
Aanurag_QC
TusharDalwani

2 replies

TusharDalwani
QPN Level 6 ●●●●●●

Hello @kgillis, you can simply use “Data Set Source” as your go-to field for filtering out data, survey-wise, on your dashboard.

Hope this helps!

~Tushar Dalwani
Tonya_Fulton
PraDeepKotian_XM
Ricmarug
Tonya_Fulton
Level 4 ●●●●
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  • Tonya_Fulton
  • Level 4 ●●●●
  • June 5, 2023

Using the data set source is the easiest way but you can also add an ED tag in the Data Analysis page for each survey.  I do this sometimes so that I can have a shorter name to sort with. 

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