What is the logic behind the auto-mapping feature in Dashboards? | XM Community
Skip to main content

Hi! I'm trying to get the platform to auto-map dashbaord data variables, but I fail to see the logic of the feature. 

This is what I did

  1. Created a survey with several kinds of questions and various combinations of question numbers, question lables, export tags (for Matrix)
  2. Created a workflow that copies the responses of the survey to a second survey
  3. Created a Dashboard, added the first survey as a data source (all variables in that survey are created automatically)
  4. Added the second survey as a second data source (with identical data and variables to survey 1!)
  5. And… the auto-mapping fails! Why?

These are the ID combinations I tried:

Multiple Choice

  1. Q1 / alg_tevreden
  2. alg_tevreden / Algemene tevredenheid
  3. alg_tevreden / (empty)
  4. alg_tevreden / alg_tevreden

Matrix

  1. Q1 / kw_matrix_basis / isbetrouwbaar
  2. kw_matrix_basis / Basis klantwaarden / isbetrouwbaar
  3. kw_matrix_basis / (empty) / isbetrouwbaar
  4. kw_matrix_basis / kw_matrix_basis / isbetrouwbaar

Interestingly, the auto-mapping catches combinations 2 and 3 for the MC:

The auto-mapping fails to find a match with all the Matrix questions: 

The auto-mapping also fails to map the variables in groups: 

 

I’ve also had issues with it never auto-mapping any fields in a measure group. For the most part, it’ll map other fields that have the exact same label name, but I faced some one-off issues where even fields with the exact same name aren’t appropriately auto-mapped either. 

You could try submitting an idea in Evolve, since this seems to be a lacking capability/ performance issue with the tool.

Leave a Reply


Terms & Conditions