Filtering dashboard by survey name | XM Community

Filtering dashboard by survey name

  • 26 November 2022
  • 6 replies
  • 10 views

Userlevel 1
Badge

How do I filter the dashboard by the survey name? I have added embedded data for all 3 surveys in the data settings, but the source field seems to be empty what should I do?


6 replies

Userlevel 7
Badge +20

The data source is the default field and it should show you the value. And, if you have embedded data that stored the survey name in all 3 surveys then you can map it into one field and it will show you the option in the filter. You will have to keep the field type as "text-set".

Userlevel 1
Badge

Yes I did that, but when I apply the filter I only get the "All" option

Userlevel 7
Badge +20

Possible to share the screenshot of the dashboard setting page?

Userlevel 1
Badge

Capture1.PNGThis is the mapping of the fields

Userlevel 7
Badge +20

If "Survey name" embedded data have values in any of the surveys then it should show that as an option in the filter.

Userlevel 4
Badge +24

Hi Younis - Have you tried using the field "Data Set Source" as your filter field? This will automatically pull in the names of your surveys into the dashboards vs having to create an embedded data field to capture them.

Leave a Reply