Best Practices | Qualtrics Community | Page 1

Executive dashboard

MsIreen — Thu, 15 Aug 2019 14:43:14 +0000

Hi, We are building an executive dashboard for our management to show our main KPIs across all parts of business, and I would like to ask if anyone could share their best practices. Were there any discoveries that some things work better than others, data representation, rolling metrics, trends, etc? We try to have it as simple as possible, but somehow i am afraid it can get complicated for viewers.

Can you copy a CX dashboard from one Qualtrics account to another?

pcooper94 — Wed, 31 Jul 2019 21:52:13 +0000

Hi, I have an extensive dashboard set up in my client's Qualtrics account, and I'd like to copy the setup (not the data) into my own account for future reference, or as a template for other clients. I know you can Create Dashboard from a project within a single account, but is there a way to copy it into a totally different account?

Heat maps on Dashboard

nryalls — Thu, 25 Jul 2019 14:09:35 +0000

Has anyone found a way to show heat maps on the Dashboard? We use a heat map question on our survey and I would like to display on the dashboard for people to see, but it looks like the feature isn't available yet.

Loop & Merge Reporting?

jake_williams11 — Sat, 13 Jul 2019 02:38:56 +0000

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.

How can I merge data in many fields into 1 simple table

Yuyiota24634 — Tue, 25 Jun 2019 03:55:16 +0000

To whom may be concern,

I want to merge data from 3 fields that have the same answer and question into 1 simple table.
I can do separate 1 field for 1 table but when I group 3 fields the table data was not correct.

Best regards,

Yuwadi Otaravanna

Combining like responses from separate form fields into one field on CX Dashboard

ChrisLawton — Tue, 04 Jun 2019 23:17:42 +0000

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

how to create dashboard

Tick — Sun, 19 May 2019 10:00:54 +0000

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

How to report Ticket resolution time in days, rather than minutes

ChrisLawton — Thu, 11 Apr 2019 20:39:38 +0000

I'm building Dashboards for our Follow-up tickets, and am including the resolution time field in various charts. It seems that the resolution time is recorded in minutes, but I'd like to display it in days. I haven't found a way to do this, even with custom metrics, and am hoping someone will have a great solution!

How to add first Distribution totals to what's reported in Vocalize

ChrisLawton — Fri, 12 Apr 2019 15:39:34 +0000

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?

Multiple attributes / multiple choice as a filter

MsIreen — Tue, 02 Apr 2019 16:57:32 +0000

Hi guys, I somehow cannot figure out the solution.
I have a bunch of respondents who will have several values in the same field in the contact list. For example, we want to ask people about their travel experience in the past year. we know that person A visited 5 countries, person B-3 countries and person C only 1. We store country names in the contact list, let's say that there are 300 respondents and a list of 50 countries in total. In the survey we want to ask the respondents set of questions about each of the visited countries separately, specifying the country in the question text. For example:
Q1: Did you enjoy visiting "Country 1"?
Q2: Did you go sightseeing in "Country 1"?

Same set of questions for each of the country this person has visited according to our data. So Person A will see 5 sets of questions, person B-3 sets of questions and Person C-only 1.

What is the best way to set it up keeping in mind that we would want to have a report/dashboard with the possibility to filter the results per each country separately?

Thank you in advance!

User details & Activities

Lubna — Fri, 29 Mar 2019 10:10:43 +0000

I am the brand admin, I would like to retieve the list of all users and their last login details from the admin page. How do I download that data into excel?

How to filter by most recent X number of responses?

tannerfritz — Thu, 07 Mar 2019 20:16:56 +0000

I'm hoping to add a filter to my dashboard to only display the most recent X number of responses. X = statistically significant minimum.

Anyone know how to add this type of filter? For example, I'd like to start by only viewing the most recent 40 completed responses.

Thanks

sorting filter options

MsIreen — Tue, 29 Jan 2019 13:41:01 +0000

Hi guys, we have a filter in the dashboard from the embedded data. It is a filter like this:

1-99; 100-299; 300-499; 500-999; 1000-2999; 3000-4999; 5000+.

When adding the filed in the filter, the options come up in a wrong order: 1-99; 100-299; 1000-2999; 300-499; 500-999; 5000+. Is there a way to sort them that they come up in order from smallest to largest?

Who has built a cross journey dashboard that uses multiple sources?

Leah_Young — Tue, 14 Aug 2018 17:31:49 +0000

Has anyone built a vocalize dashboard that pulls multiple survey sources to represent data about how clients/customers feel across the journey?

I am exporting a csv and do not want to include the system fields; i.e. _sourceMapId, _sourceType

TiffanyP — Wed, 19 Dec 2018 14:45:35 +0000

How do I remove these 6 fields
_cachedDate, _recordId, _recordedDate, _sourceId, _sourceMapId, _sourceType
from my data export?
I only want to export the fields that I have chosen in my Dashboard set up.

PLS vs OLS? How is the regression / driver widget working for you?

AbdulDezkam — Sun, 02 Dec 2018 22:47:45 +0000

Hi guys!

I'm curious to know how you guys work with the drivers widget in Vocalize? To my understanding it is using OLS regression and not PLS. Have any of you had a need to use PLS regression? If yes, how did you go about this?
Further, what considering have you had to analyze drivers/impact in terms of what methodology is behind the drivers widget in Vocalize?

Would love to hear your thoughts!

Thanks in advance

How to incorporate device type data into Vocalize

AdamK12 — Thu, 18 Oct 2018 15:09:58 +0000

I've set up a mobile and desktop intercept on a survey, and want to embed that data into Stats IQ and Vocalize. How do I do that?

What is the best way of displaying the results from a slider question, in a dashboard?

Liz_Arm2092 — Thu, 18 Oct 2018 15:07:14 +0000

I have inputted a slider question into my survey, I was hoping somebody would have some innovative ways to display the results within a dashboard?

Can you send out an SMS survey without an end message showing?

Liz_Arm2092 — Mon, 01 Oct 2018 09:08:44 +0000

I want my survey to finish with a relatively open ended question where customers can respond should they wish. I would like the SMS survey to close after 4 hours without contacting the customers again - is this possible?

Multi-answer text set in Record grid widget

Denise — Mon, 01 Oct 2018 23:43:38 +0000

Hi community! I found in Q-Support the field type multi-answer text set is compatible with the Record Grid and Breakdown Bar widgets. However, I can only see one answer in the record grid and the breakdown bar separates them. If the correct response is 1 or more of a multiple choice, I need to see all selected. Also, I need the breakdown bar to group appropriately. Any ideas?