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Concatenating Fields in a CX dashboard


Aksh3235
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Hi,

Is there a way we can concatenate two or more fields in a CX dashboard, such that the resultant value populates in a new field?

Best answer by Shashi

We use concat option of data tab, which can then be pulled in dashboard.

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Shashi
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  • May 14, 2023

We use concat option of data tab, which can then be pulled in dashboard.


ArunDubey
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  • May 15, 2023

if I’m understanding it correctly. you want to merge the multiple response into one bucket. e.g. if respondent respond scale 9 or 10, you want to show promotor, for 7 or 8 you want to show passive and 0 to 6 you want to show detractor. if it is correct, then you can do this in two ways.

first way:

directly from survey data: Open survey > Data & Analysis > Field Editor > Create Field > Bucketing

Enter name of Field: Select Question from dropdown and the create bucket accordingly. Then add the same variable in your dashboard database and use that variable for your visualization.

 

second way: 

From Dashboard: Open dashboard > Settings > Add New field after clicking (Add Field) and make it as text set (do not use existing field) > Enter name of field > Then map your question from dropdown

 

 

Click on variable setting > manage Label

 

Remove all the existing labels and add new label as per requirement.
 

 

Then assign labels to source code and save it.

 

 

 

Then you can use same field into your dashboard.


ArunDubey
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  • May 16, 2023

if you want to merge two or more column’s data, then you can Open survey > Data & Analysis > Field Editor > Create Field > Combine > Concat (default option). You can delimit response with any character.

 

 


Aksh3235
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  • May 19, 2023

Thanks for your help @Shashi and @ArunDubey !


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