How can I display Survey Name in dashboard? | XM Community
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How can I display Survey Name in dashboard?

  • January 23, 2023
  • 4 replies
  • 193 views

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I have set up a distribution dashboard for all our CX surveys. I am wondering how I can program my dashboard to display distribution stats by survey name instead of by SurveyID. I have attached a screenshot, in which the first column shows distribution by SurveyID. How can I change this column to display by Survey name instead?
Screenshot (15).png

4 replies

ArunDubey
QPN Level 8 ●●●●●●●●
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  • QPN Level 8 ●●●●●●●●
  • January 24, 2023

If you are using one excel or single data source then you can upcode the survey ID in the backend dashboard databased. Seach survey id variable under data source and can upcode in the backend.


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  • Level 1 ●
  • January 24, 2023

There is a built-in field called Data Set Source, although it hasn't been available in all the widgets I've wanted to use it in.


Sowrabh1993
QPN Level 5 ●●●●●
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  • QPN Level 5 ●●●●●
  • January 24, 2023

You can recode the survey ID with the survey name in the mapping page of the dashboard. Go to dashboard setting page, search for survey ID field and click on the blue gear icon.
Here you can add the survey ID and what you would like to recode that to.
Recoding Dashboard Fields (CX)Here, source will be your Survey ID and recode will be your survey name. You may have to go to manage label and add survey names there to get those the in dropdown.

You can find the survey names and the survey id's in the

Account settings tab
.
Account Settings




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  • Author
  • Level 1 ●
  • January 25, 2023