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Using Survey Text iQ in a CX Dashboard

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About Using Survey Text iQ in a CX Dashboard

You may want to use text analysis from an individual project in your dashboard instead of dashboard-wide text analysis. This could be due to your having already completed extensive text analysis in individual surveys that you want to use in your dashboard. In this case, there are special steps you must take to prepare your data so Text iQ features will work in a CX Dashboard.

By following the steps outlined on this support page, you’ll be able to use your Text iQ data in a dashboard, including:

Warning: There are limits if you’re using multiple data sources. Your primary survey data source (i.e., the first data source you map) must have Text iQ data. Only the primary source will be successfully mapped for dashboard widgets. Do not map multiple sources’ text fields together.
Qtip: If you’re setting up a new project, we highly recommend using dashboard-wide text analysis instead.
Qtip: Want to move existing text analyses to the dashboard text iQ? You can always export and import topics.

Required Fields and Types

For your dashboard Text iQ features to work, you need to make sure you have all of the following fields mapped to the specified field types.

In the table below, we give the field’s name and a link to more information on it, the field type, and the format the name will take by default. You can rename these fields as needed, but we highly recommend identifying both the specific questions and the specific field in the name.

Field Type Name format Required for:
Parent Topics Multi-Answer Text Set QID# – Parent Topics Text iQ Table and Bubble Chart
Topics Multi-Answer Text Set QID# – Topics Text iQ Table and Bubble Chart
Sentiment Text Set QID# – Sentiment Text iQ Table and Bubble Chart
Sentiment Score Numeric Value QID# – Sentiment Score Text iQ Table and Bubble Chart
Topic Sentiment Label Multi-Answer Text Set QID# – Topic Sentiment Label Text iQ Table and Bubble Chart
Topic Sentiment Score Multi-Answer Text Set QID# – Topic Sentiment Score Text iQ Table and Bubble Chart
Actionability Text Set QID# – Actionability Enrichments
Effort Text Set QID# – Effort Enrichments
Effort Numeric Numeric Value QID# – Effort Numeric Enrichments
Emotion Multi-Answer Text Set QID# – Emotion Enrichments
Emotional Intensity Text Set QID# – Emotion Intensity Enrichments
Topic Hierarchy Level

(There are 1 to 5 levels and each level has its own separate field. Not all sources have all five levels, but your source will have at least level 1)

 Multi-Answer Text Set QID# – Topic Hierarchy Level # Text iQ Table and Bubble Chart
Qtip: You may see a Sentiment Polarity field. This field is deprecated and is not required in your dataset.
Qtip: Make sure you’ve already enabled enrichments in your survey Text iQ.

Adding Text Analysis to Widgets

Once you’ve finished creating your dataset and adding it to a dashboard, you’re ready to use Text iQ data to build reports. Each field you created can be added to any widget you want, so long as the type and the widget are compatible. You can also now create a Text iQ Table Widget and Text iQ Bubble Chart Widget.