Threshold of 5 responses filter in CX Dashboard | XM Community
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Hi,

We have a B2B scenario. We have an annual survey whose reporting requirement is such that for any combination of filter applied, if the number of respones are > 5, only then the widgets can display data. The page level filter of Threshold does that exactly. But the challenge is in stacked bar chart widgets. 

Say there is a widget with Year in Y axis and a Sub group in stacked axis. And below is the data:

2025 :

Sub group 1 - count of records is 4 (67%)

Sub group 2 - count of records is 2  (33%)

And say filter selected is year 2025 and in total it has 6 records.

All the above mentioned 6 records qualify but in stacked chart this filter still looks for count of 5 for every stack. And because of this it hides sub group 2 and only shows Sub Group 1 as 67%. Is there any way possible that I can ensure that filter is only applied at page level and then the seggregation is still showed in stacked bar chart ?

Because of this problem, we are doing lot of manual activities and are not able to add dynamic filtering of dimensions enabled. For every combination we are manually marking in embedded fields and then using only 1 dimension to filter. this is a very crude solution which we want to avoid.

 

Regards,

Neha Tank

Similar issue was observed here. Let me know if a solution comes up!


Hi,

We have a B2B scenario. We have an annual survey whose reporting requirement is such that for any combination of filter applied, if the number of respones are > 5, only then the widgets can display data. The page level filter of Threshold does that exactly. But the challenge is in stacked bar chart widgets. 

Say there is a widget with Year in Y axis and a Sub group in stacked axis. And below is the data:

2025 :

Sub group 1 - count of records is 4 (67%)

Sub group 2 - count of records is 2  (33%)

And say filter selected is year 2025 and in total it has 6 records.

All the above mentioned 6 records qualify but in stacked chart this filter still looks for count of 5 for every stack. And because of this it hides sub group 2 and only shows Sub Group 1 as 67%. Is there any way possible that I can ensure that filter is only applied at page level and then the seggregation is still showed in stacked bar chart ?

Because of this problem, we are doing lot of manual activities and are not able to add dynamic filtering of dimensions enabled. For every combination we are manually marking in embedded fields and then using only 1 dimension to filter. this is a very crude solution which we want to avoid.

 

Regards,

Neha Tank

Tip: If you add the same threshold filter in the widget level @2 or 3, now your widget level filter will display the results irrespective of page level filter.


@jbk , thanks for the tip. I tried this earlier. The problem is since the widget filter overrides the page filter, if for any filter combination, there are less than 5 records returned, this chart will still show the data. What we would need is :

1.For the page filter to apply say > 5 and then widget filter that I set as > 1 to apply. So if there are 4 records, the widget would not display data. And for >5 , it would show the seggregation as well.

2.If there is any way to set filter on number of records. Then we can set filter on that field. I tried setting count with static value as 1.  WHen i set filter on this field, the value that be set is only 1.  


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