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Discussions about XM, CX, EX or Strategy and Research.

884 Topics
L
LeeMer
asked in CX Dashboards
Dashboard Exports

Hello. Hope you are all doing well. Quick question - is there a way to export a dashboard but to automate it to export all the options on a filter? E.g. export dashboards filtered on a certain field for all the variables within that field? We have 946 sites in our data - using this as a filter I want all the sites to be exported individually.

351
KendraR
Qualtrics Employee
5 years ago
nlanda
Level 2 ●●
nlandaLevel 2 ●●
asked in CX Dashboards
Dashboard fonts/sizes?

Is there a way to change the font size on the widgets of a dashboard? I made a word cloud but the font is so small..... I can't find how to make it bigger anywhere. Help please!

1852
PraDeepKotian_XM
QPN Level 5 ●●●●●
5 years ago
J
jake_williams11
posted in CX Dashboards
Loop & Merge Reporting?

Any suggestions on how best to report on Loop & Merge items in Vocalize? My first question has a list of events and then the next block contains a few rating questions that loop for each event selected in Q1. When I go into Vocalize to map the questions, it pulls in a ton of variables. I assume there is a much cleaner, simpler method for displaying results from Loop & Merge items.

320
J
5 years ago
K
k2y
asked in CX Dashboards
Setting Word Cloud foreign language

Hi, I would like to ask regarding organizing the word cloud displayed on the dashboard when it is foreign language. As of now, it is popped up per word (eg. I, as, k, etc random word) and not a "phrase" which being ineffective and useless. Also, I have realized that you can maximize "100" words... I'm unsure if the system itself supports foreign language or counts "100" for theforeign language. Doesn't Qualtrics support and or display word cloud frequency in a foreign language (specifically Japanese)? Any advice will be appreciated. Thanks in advance.

192
K
5 years ago
JVV
JVV
asked in CX Dashboards
Can you embed dashboards elsewhere?

Is it possible, to embed individual widgets, or a whole dashboard, in another place? e.g. in another BI tool, say SAP Analytics Cloud or Power BI, can you embed the CX dashboard, next to other visualizations that SAC or PowerBI have made? Or do you need to rebuild the Qualtrics widgets in that BI tool based in raw data...

301
Akdashboard
Level 4 ●●●●
5 years ago
K
k2y
asked in CX Dashboards
Displaying Embedded Data

Hi, I have a quick question in regards to dashboard. Somehow the specific embedded data that is implemented on the account is not reflected on the dashboard. Any suggestions will be appreciated.

142
K
5 years ago
M
Mike_Shaw3012
asked in CX Dashboards
Remove fields mapped automatically created by text analysis in CX dashboards

We are configuring our CX dashboards to display text analysis topics and sentiment. In the process of setting this up, the various topics and sentiments were mapped as fields to our dashboard automatically (https://www.qualtrics.com/support/vocalize/dashboard-settings-cx/text-analysis-cx/#MappingTopicsSentiments). However, the mappings aren't quite right so I need to remove these fields from the dashboard data set. But, I don't get the option to delete them as I do with the other fields mapped manually - the delete 'x' doesn't show to the left of the field name/description. Any ideas?

161
M
5 years ago
Katie_O
Katie_O
asked in CX Dashboards
How can I pull social media data from Facebook into a Qualtrics dashboard?

Hi. I would like to use our Qualtrics dashboard to display our social media engagement (likes, comments, etc.). Is there a way to pull this data automatically into Qualtrics through an API or something? It feels like this should be possible, but I can't find anything on it. Thanks!

324
Katie_O
5 years ago
A
Amrutha
asked in CX Dashboards
How can I apply different colours to the bars based on the score?

We have a widget on our dashboard (a bar graph) showing Satisfaction scores for different attributes. But I want to customise the colour of each bar based on the score. Maybe Red for < 6, Grey for 7-8 and green for 9-10. Cant find any way to do this in existing documents. Could someone please help?

5685
KendraR
Qualtrics Employee
5 years ago
DaisyD
DaisyD
asked in CX Dashboards
Exclude dates in Dashboard

Hello, I am trying to exclude a specific month from my Dashboard data, while still allowing people to use date as a filter. (I.e. exclude December data, while allowing people to filter on any date they want, ex: past month or past year). I tried in the settings, or by adding a specific date filter on the tab, but I wasn't successful. I was thinking of creating a new embedded data with 0/1 value (0 = December data, 1 = rest of the data), and add that new variable as a locked filter. Any other solution you would recommend? Thanks so much in advance!

772
DaisyD
5 years ago
R
Rajneesh
asked in CX Dashboards
How to calculate Completion and Satisfaction rate from the Qualtrics Survey?

How is Completion and Satisfaction rate is been calculated using Qualtrics Survey?

1103
KendraR
Qualtrics Employee
5 years ago
ChrisLawton
Level 2 ●●
ChrisLawtonLevel 2 ●●
asked in CX Dashboards
Combining like responses from separate form fields into one field on CX Dashboard

I have a question on a product survey, asking respondents to identify up to 3 other providers they've used in the last year (see screenshot below). ! We don't want to list our competitors for our customers to choose from, but rather want them to enter the names of the competitors they've worked with. I'd like to group the responses across these fields into one field in the CX Dashboard. For example, if someone enters "ABC Company" in the first field (Company 1), and someone else lists "ABC Company" in the second field (Company 2), I want both of their responses to count against the value/label of "ABC Company". I haven't found a way to do this, and am hoping one of you will have a great solution! Thanks, Chris Lawton

1332
ChrisLawton
Level 2 ●●
5 years ago
W
Waldorfa
posted in CX Dashboards
Dashboards/Access

4. If we want the Dashboards to have specific access by department/or individual: * a. How do we create accesses even though there is no participant list? Because we do not want to enter identifiable information for participants. * b. How do we get access to different Department heads without entering his/her personal information? How do we break out results without having to enter participant list? * c. How do we create individual log-ins?

60
W
5 years ago
D
Level 1 ●
DeniseLevel 1 ●
asked in CX Dashboards
Does anyone have a dual respondent survey?

We use the surveys as an audit tool. One auditor completes a portion of the survey then another auditor picks up where the 1st leaves off. The 2nd auditor should be designated as the primary respondent in our dashboard, however, the embedded auditor field is not updated when the 2nd person takes over. Any suggestions how to accomplish this change-over to reflect the correct respondent in our dashboard?

92
D
Level 1 ●
5 years ago
R
Rajneesh
asked in CX Dashboards
How to retrieve Ticket Reporting information from Qualtrics Survey?

Method to retrieved Ticket reporting data from Qualtrics Survey.

191
A
5 years ago
W
Waldorfa
asked in CX Dashboards
Order of Questions

When we create a dashboard and select items on the right panel for different widgets…our Questions are not in order…how do we make sure the questions are in the same order they appear in our survey?

81
jainshubham
QPN Level 2 ●●
5 years ago
T
Tick
asked in CX Dashboards
how to create dashboard

Hi expetise, I need your help, I would like to create dashboard for multiple response question. For example; I ask customers to tell us about the areas (15 areas) to made you fly with us and allow customer to answer 1st, 2nd, 3rd. However, I don't know how to create dahsboard for this question. Another question; I need to create Customer Index on each category. For example; Ground Service are comprised of Check-in, Lounge, Boarding, arrival services, and I'd like to know what is the customer satisfaction index on Ground services. Normally, I use correlation of each service to overall satisfaction with airline performance and use the correlation data to weight it. Please help. Best regards, Tick

522
T
5 years ago
M
Mary_Hoy
asked in CX Dashboards
Does anyone have tips on troubleshooting when TextIQ tells you you don't have a valid JSON file?

Hello... I recently created a JSON file to assign a number of keywords to a topic for Text IQ. I do not have the upgraded version - just the basic. >> I started from an export of my Topics file. >> I edited it in Notepad >> I validated my code with an online validation system. (https://jsonlint.com/) >> I saved the file as a .json with ANSI encoding >> I attempted to uploaded the file for import and got the following message: "There was a problem reading the file 'Passive VOC - Q2_ What do you like or dislike_ - Topics.json'. Check that your file is a valid JSON file." Any troubleshooting tips someone can offer to get this to work? I already had a bunch of word match lists saved and was hoping to create them through the file for import to avoid manual tagging. Thanks so much! Best, Mary

752
M
5 years ago
T
Level 1 ●
treimtLevel 1 ●
asked in CX Dashboards
Adding a new data source to an existing dashboard? (Old data "disappears" and the icon just spins!)

I need to add a 5th data source to a dashboard that already has 4 data sources. Easy enough to walk through the steps but when the dashboard displays, no data (old or new sources appears) and the icon just keeps spinning. Ideas? Thanks!

212
T
Level 1 ●
5 years ago
R
Level 3 ●●●
Rod_PestellLevel 3 ●●●
asked in CX Dashboards
Include Response Rate in normal chart widget

Hi All, I'm aware of the Survey statistical widget which includes daily response rates. However, is there a way to include the response rate in a widget which tracks (for example) NPS or other scores. The statistical widget is daily and we'd like to turn it into a weekly rolling chart. Is there a way to do this other than exporting the data and manually importing it back in using the import csv feature within vocalise? ! Thanks Rod

411
Subu
Level 2 ●●
5 years ago
DaisyD
DaisyD
asked in CX Dashboards
Multiple labels in chart widgets?

Hello! I am reporting NPS by store name (see chart below). In addition to the store name, I would like the label to also show the store number. So instead of showing "Store ABC" it would show "123 - Store ABC". Both information are stored in embedded variables (2 different ones). I have thousands of responses, and hundreds of stores, so I want to avoid creating a new variable to manually combine the two via recoding. Is there a chart widget I can use to show two labels? I tried "playing" with different widgets with no luck... Or do you have any other suggestion? Thanks for your help! !

332
DaisyD
5 years ago
V
Val_F
posted in CX Dashboards
Line and Bar Chart in Vocalize

Does anyone have instructions or a link to how to create a basic line and bar chart using 2 y-axes? I can't figure out the pattern to when Vocalize presents the option to add a 2nd axis and when it does not. Thanks!

130
V
5 years ago
ana_velez
QPN Level 5 ●●●●●
ana_velezQPN Level 5 ●●●●●
asked in CX Dashboards
Weights in Vocalize

Hi! the weights applied on the page of weights in vocalize can be applied to groups of fields?

103
KendraR
Qualtrics Employee
5 years ago
VirginiaM
Level 4 ●●●●
VirginiaMLevel 4 ●●●●
asked in CX Dashboards
How can I report only first responses in Vocalize?

I have a survey that some people took once and some people took twice. I do not want to delete any of the raw data, but I want to build out a Vocalize report that only shows results from a person's first survey response. Is there an easy way to do this? I can't find a way to filter on Response ID, which would work.

135
Subu
Level 2 ●●
5 years ago
ChrisLawton
Level 2 ●●
ChrisLawtonLevel 2 ●●
asked in CX Dashboards
How to add first Distribution totals to what's reported in Vocalize

We launched a survey in February, prior to adding the Distribution dataset to my Dashboard. I didn't realize the Dashboard would only pull in Distributions sent _after _the data source was added to the Dashboard. As a result, my response rate calculations are off for this survey. My response count is fine, but I need to add to the total being reported from the Distributions. I submitted a support ticket, and realize this is expected behavior, but am wondering if anyone has found a solution to getting an accurate report of response rates in this situation?

92
ChrisLawton
Level 2 ●●
5 years ago

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