In Xm directory I have an embedded field for Year of birth that is collected through a profiling survey (YoB). I would like to know how to set it in a dashboard so that YoB dynamically updates year on year for Age Group categories ie., Less than 18 18-24, 25-34 etc. Can this be done as a custom metric?
Question
Need XM Directory YoB embedded field to categorise into age group for dashboard
+20Hi
You can create branch logic in the survey flow.
Another option can be you can use recode editor in the dashboard settings.
+41You can create custom Bucketing variable and use it in your dashboard. Please refer the below link.
Thank you, however I have a dashboard that is directly connected to the XM directory contacts not the profiling survey. There are contacts that existed before the survey began. YoB is stored in the directory and I would like to group YoB in the dashboard and to set it in a way that next year the age groups automatically calculate. By recoding labels I would need to recode 100+ years and then do this a year later
+41
https://www.qualtrics.com/support/vocalize/dashboard-settings-cx/dashboard-data/recoding-values/
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