Operational data in customer experience product | XM Community
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Hello Team,



I am working on the customer experience dashboard and i need help on below questions:

Scenario: i have a sales survey created to collect the customer experience in sales journey process and i got the responses and prepared the dashboard widgets for the experience data.

From my SAP system i have the operational data and i loaded into qualtrics dashboard and i have a widgets created for a operational data aswell.



Now is there any scenario/approach to combine both operational data and experience data to show it in same widgets?



Thank you in Advance!!



Best Regards,

Karthik
Hi Karthikpara,



Please can you let us know which widget and what kind of metrics you want to use?

Is it like a trend chart or any comparison etc. Do you have any common field in both the data?



Thanks!
Hi Subu,



Thank you for looking into my query.



So my scenario is as below



My experience data contains 3 records with fields(Customer email, Sales journey satisfaction with options 100%,75%,50%)

and my operation data sheet contains 2 records customer email,sales order number.



so now i want to make a simple table widget with row customer email id and column- customer satisfaction and order number for the customer.



Example:

X data :record1-karthik@gmail.com,satisfaction 75% Record 2-Subu@gmail.com, satisfaction 100% and record 3-Ram@gmail.com satisfaction-50%



O data: record1-karthik@gmail.com,sales order numbner-123 , record 2-subu@gmail.com,sales order number-456

and no order created for Ram



So my output should show as below

Customer Email Satisfaction level sales order number

karthik@gmail.com 75% 123

subu@gmail.com 100% 456

Ram@gmail.com 50% N/A



How can i loop data source 1 with data source 2 with one field ID in common i.e customer email?



Thank you,



Best Regards,

Karthik

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