How to Use CX Dashboards | Qualtrics Community | Page 1

how to export a dashboards field names

Tim — Sat, 07 Sep 2019 11:09:00 +0000

I have 5 pages of field names in a dashboard. Will someone please let me know how to export a list of the field names?

Response Count Threshold Limitations with Comments

CMurph — Tue, 03 Sep 2019 23:29:37 +0000

We recently started a new survey and only want to share scores/comments with our stakeholders that meet a certain response count threshold. Through quite a bit of trial and error and then confirming on the support site, I have learned that the response count threshold isn't actually compatible with any widget including comments (Response Ticker or Record Grid). Nor is there a way to add comments to any of the widgets that are compatible with Response Count Threshold. This results in my having to export ALL comments and manually exclude those that don't meet our threshold.

Has anyone had luck finding a work-around to this?

How do I change the order of the content in the Ticker widget?

DaisyD — Wed, 28 Aug 2019 20:26:34 +0000

Hello!

I am using the Response Ticker widget to display the open-ended answers to two questions (Main Idea, Other Ideas). However when selecting them in "Content", Qualtrics chooses the order of display and ends-up displaying my Other Ideas before my Main Ideas. I tried un-mapping both, and re-adding them in the order I want them displayed, but it had no impact at all. Any idea? Or it's not something we can control and I can't force one to appear before the other?

Example below:

Thanks!

Combining Open Text Fields?

nlanda — Mon, 26 Aug 2019 21:01:39 +0000

I have 5 separate Open Response questions that I would like to display all together in one widget (not divided up by question like in Record Grid). I tried to combine the 5 fields in the Setting mapping screen but it doesn't seem to let me map it as one widget/ all comments in one response ticker.... any advice?

Scheduled emails through the dashboard

vwilkison — Wed, 28 Aug 2019 17:00:06 +0000

I'm working on setting up a regularly scheduled email from the dashboard to vocalize users. Each user has a set role and permissions. Do I have to setup individual emails for those people with the dashboard setup for them or can I setup one email and it will only show what they are supposed to see?

Also, is there a way to have the PDF in a landscape format and not portrait?

Color Coding a Simple Bar?

Rogoe — Tue, 27 Aug 2019 16:41:22 +0000

Hi all, quick question.

As you can likely piece together from the title, I'm looking to see if there's a way for me to color code my bars based on where they fit within a range. Looking like out of the box it's not possible, but if anyone had any suggestions, workarounds or the like I'd be glad to hear them. Thank you!

Custom metric to show percentage point difference between two scale points

cmlumber — Wed, 21 Aug 2019 21:07:49 +0000

Is there a way to do a custom metric that calculate the percentage point difference between two percentages? We have a high and a low percentage for about 15 items, and I’d like to create something that shows the difference between the two for each item, and whether it’s a positive or negative difference. For example, if one item has 33% for the high and 5% for the low, the difference is +28, but then we have an item that’s 30% high and 40% low, so that difference would be -10.

Is there a way to create that custom metric? I’ve tried doing one for each item that takes the high-low, but it’s not quite coming up with that number. In my examples above, instead of 28, it’s 0.28.

Thanks in advance!

Loading CSV issues

LeeMer — Thu, 15 Aug 2019 15:53:36 +0000

Hi all! Battling a bit and any help provided is appreciated.

I need to upload a non-qualtrics CSV file data as data source for CX dashboard. Battled and got to point where it seems to accept the file and map out the columns perfectly. Then I get the following error when clicking on add: :#INCORRECT_UPLOAD_FILE_FORMAT#

Everything in file seems fine - comma delimited, no blank columns, CSV UTF 8 etc. Anyone ideas would be appreciated.

Much thanks

Can I force the background image to be aligned at the top instead of center?

DaisyD — Fri, 09 Aug 2019 17:04:13 +0000

Hello :-)

I am currently updating my survey look and feel and changing the image background. One of the images I have is in "portrait mode" and it displays quite nicely on a mobile:

However it displays poorly on desktop, as Qualtrics centers the image by default:

Is there a way to force the image to be aligned at the top instead of center?

Thanks for your help!

multiple data fields into the same widget

jbarkon — Thu, 15 Aug 2019 18:38:49 +0000

is there away to have a single Widget in a dashboard show from multiple question data fields? all the questions looking to be combined have the same 4 options (select 1) and i am trying to make the widget show count of specific response and which question it was associated to.

Survey Dashboard - Map view?

AdamBoston — Mon, 19 Nov 2018 09:31:31 +0000

Hi, I am looking to embed a map into some of our dashboards to understand teritorial feedback patterns.

If you look at each survey response there is a map with GEO location coordinates.

Is it possible to bring this into a dashboard? I have looked at the embedded data but can't seem to find the right option anywhere to display this successfully.

Text IQ Filters

ana_velez_voce — Wed, 20 Mar 2019 16:53:11 +0000

Is it possible to filter between different data sources in Text IQ module when accessed from the dashboard?

showing trends based on selected answers in a dashboard

jbarkon — Thu, 08 Aug 2019 16:44:05 +0000

is there a way to show in a widget the top 5 (or any number really) questions that were answered a specific way? my Quality Assurance team is using a survey as data entry/database for evaluations, and the manager of that team has asked if there is a way to show the top 5 questions that were answered as No then the top 5 answered as Yes. we currently have 4 options to select from (Yes/No/Not Applicable/Coaching Only) and those answers currently to not have any numeric value associated to them.

any assistance would be greatly appreciated.

How to link manually uploaded Odata to Q Survey

ArpitAgrawal — Fri, 02 Aug 2019 07:27:50 +0000

Hi,
I have a scenario where i have uploaded, say a list of sales order related data to Qualtrics Dashboard project. Now, i want to send out a survey that will have specific questions related to the items associated to the sales order. Also, the recipient should be the contact person name/email linked to the Order. How can this be achieved?

Thanks
Arpit

Can an absolute value be calculated in CX dashboards?

Denise — Wed, 31 Jul 2019 21:56:02 +0000

I have 2 calculated values in my dashboard that I need to add together for a total amount/percentage variable. One of these values is almost always negative. I need to convert that value to an absolute in order to achieve my final result. My example of $671.50 + (-$1789.70) should equal $2461.20 not -$1118.20.
Note: The survey results are always positive. One of the dashboard calculations is what results in a negative, which is correct.

Response rates by category

fstram — Mon, 22 Jul 2019 22:26:16 +0000

Hello, I have the following problem: I have responses from a daily survey where each respondent belongs to one of several categories (more than 60), and I want to know what is the response rate for each one of this categories. For reasons I don't understand, the Distributions Table widget ignores all kinds of dashboard filters, so I only have the general response rate.
I created a new column which is a group by and count of each category, so if in a particular day there are 20 rows with category A , 15 with category B, and 30 with category C, then the new column looks like this:

rowNumber cat count
1 A 20
2 A 20
3 B 15
4 C 30
5 A 20

And so on. What I wanted to do is to create a Custom Metric consisting of the sum of all the respondents who finished the survey divided by whatever happens to be the count for that category that day. How do I do this last part? In the divisor I can only specify a Count, Min and Max or aggregate measures like Average. Is there any way to create this metric, be it as a custom metric or calculating it directly inside the widget?

Thanks.

How do I show a side by side question type on a dashboard?

help_needed — Tue, 09 Jul 2019 20:27:34 +0000

I am trying to display the responses for a side by side question type in a dashboard. The side by side has 10 rows, 2 columns, and the answers are mutually exclusive. I've already created a field group with the side by side questions, but I have no idea how to add them to my dashboard or if I selected the right options when setting up the field group. Any guidance would be much appreciated. Thanks!

How do I check the Dashboard filters applied in "Email Dashboard"?

DaisyD — Tue, 02 Jul 2019 15:14:00 +0000

Hello!

Someone in my team created multiple scheduled emails, each with different filters.
However some don't work as they should - but I'm unable to trace or check the filters she applied. Clicking on the "i" only gives you an explanation of what the "currently applied filters" does. Is there an easy way to see which filters were applied for each of the emails?

Thanks in advance!

How can I graph a NPS question by ranks?

Ricmarug — Tue, 25 Jun 2019 21:10:39 +0000

Hi everyone,

I need to graph a NPS questions separated by ranks.
I mean, I have X quantity of stores and I have the NPS for each one, but I want to see the quantity of stores for each rank (<60, 61 - 74, >75)

I don't know if maybe with a custom metric it could be done.
Thanks!

Dashboard Exports

LeeMer — Mon, 24 Jun 2019 11:00:23 +0000

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.