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New 360 Reports Visualizations

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About New 360 Reports Visualizations

Visualizations are the charts and tables you use to represent your data in 360 subject reports. While each visualization has its own special features, there are certain edits you can make to just about any visualization. This page covers adding and removing visualizations in your report, as well as general customization options available for most visualizations.

Adding & Removing Visualizations

Adding Visualizations

  1. Click Insert on the menu bar to add a new visualization to the bottom of your page, or select an existing visualization and click Insert either above or below the visualization to insert a new visualization.
    the insert button in the menu bar and the insert button that appears on either side of an existing visualization.
  2. Choose the question, Embedded Data, or survey metadata providing the visualization’s data first. If you choose this option, then you will need to set the visualization type manually. The available visualization types will only be those compatible with your choice.
    the menu for selecting what type of content to insert for a visualization
  3. Click Other Projects to choose the project the data is coming from first. This option is best if you’re pulling data from another survey.
  4. Choose the visualization type to insert first. If you choose this option, then you will need to set the visualization’s data source manually.
Qtip: Adding a visualization to a report does not guarantee that data you’ve collected is compatible with it. For example, Word Cloud visualizations are only compatible with open text fields. If your survey only contained Multiple Choice questions, you will not be able to put a data source into a Word Cloud visualization.
Qtip: Each page can have up to 20 visualizations with data. This excludes dividers and blank spaces. If your page has over 20 visualizations, add a page break.

Removing Visualizations

There are three different ways to remove visualizations from your report:

  1. With the visualization selected, click Options and then Remove.
    removing a visualization by clicking options and then remove
  2. With the visualization selected, click Edit and then Remove.
    removing a visualization by clicking edit and then remove
  3. While editing the visualization, click Remove at the bottom of the editing pane.
    the remove button in the visualization editing pane
Warning: You cannot get a visualization back after you remove it!

Options Button

When you click a visualization, the Options menu appears at the top of the visualization.

the options menu for a visualization

  • Copy: Copies the visualization so you can paste it in a different part of your report.
    Qtip: Click Edit and then Paste to paste your copied visualization.
    the edit menu in the menu bar with paste selected
  • Remove Title: Removes the visualization’s title. If you’ve already removed your visualization’s title, this option will say Insert Title instead.
  • Remove: Deletes the visualization from your report.
    Warning: You cannot get a visualization back after you remove it!

Editing Titles

All visualizations types have titles. To edit a visualization’s title, simply double click the title.

editing a title on a visualization

While editing the title, you can use the Rich Content Editor to change the title’s font style and format.

Data Source

Every visualization needs a Data Source. Data Sources tell the visualization where the data is supposed to come from.

When you click on a visualization’s Metrics and look under Data Source, you will usually see the following fields:

the data source dropdown menu in the visualization editing window

  1. The survey the data is coming from.
    Qtip: Usually, this is the same survey you created the report in. But let’s say you want to include last year’s data on this year’s report for comparison. You can add a visualization that uses data from an older survey by clicking the dropdown with the name of your survey and selecting another one from your list of surveys.
  2. The question, scoring category, Embedded Data field, etc. that is being pulled into the visualization.
  3. The Metric dropdown, wherein you select the data’s format.

The questions, Embedded Data, scoring categories, and metadata available to you will depend on the kind of visualization you want to create. For example, bar graphs are great for displaying the results of a Multiple Choice question, but not so great for displaying the results to a Text Entry question. Visit a visualization’s support page to learn more about what it is compatible with.

Qtip: See Data Sources in New 360 Reports for more information about adding additional data sources to visualizations.

Visualization-Level Filters

Visualization-level filters have the same conditions and functions as global report filters, except that they apply to the individual visualization instead of the whole report.

Visualization-level and global filters are always added on top of each other. For example, if you global filter isolates male data, and the visualization is filtered to only display data from respondents who indicated high dissatisfaction, the visualization will display only data from men who rated high levels of dissatisfaction.

Attention: If using one of the default filters (e.g., All, Others, or Self), do not change the filter name or conditions. Best practices are not to edit the default filters. Instead, create a new filter using the directions below.

Adding Visualization Filters

  1. Click the visualization you’d like to add a filter to.
    the filter selection dropdown menu
  2. In the editing window, click Add Filter.
  3. Select the Data Source that contains the field you’d like to filter by.
  4. Click Manage Filters.
    Qtip: If you’ve already created the filter you want to use, it will appear in a list below Manage Filters and you can select the filter here.
  5. If you are creating a new filter, click Create New and follow the instructions on the Rater Group Filters or Basic Filters in 360 Reports page, depending on the type of filter you want to build.
    creating a new filter
  6. Click Save and Apply. 

Visualization Type

You can change an existing visualization’s type. Click on an icon under the Visualization section to change the type.

The visualization type you are currently using will be listed first and highlighted in blue. When you hover over this icon, it will tell you the name.

hovering over the selected visualization type for more information

If you don’t see the visualization you want, click the last icon on the right to view more visualization options. The visualization types available to you will depend on the type of data you have loaded into the visualization. For example, if you are displaying open text comments in a Word Cloud, the visualization type section will only contain other visualizations compatible with open text comments, such as Results Tables.

the more option is found to the very right of the visualization type selection

Metric

The Metric dropdown determines what format of data you want to include in your visualization. These options can vary based on the type of visualization you’ve chosen.

the metric selection dropdown in the visualization editing window

TYPES OF METRICS

  • Mean: Display the average, or mean, of the collected responses.
  • Median: The median of your data set is the exact midpoint. When all of your collected values as organized from smallest to largest, this value is right in the middle.
    Qtip: Qualtrics calculates the median using a non-deterministic percentiles aggregation to approximate the desired percentage counts at scale. The median, or 50th percentile, is accurate at about 99.9% on average.
  • Min: Display the minimum value response. This will always be the lowest point on your scale if you have a Multiple Choice question, whereas a question where respondents can enter values in will be less predictable.
  • Max: Display the maximum value response. This will always be the highest point on your scale if you have a Multiple Choice question, whereas a question where respondents can enter values in will be less predictable.
  • Top Box / Bottom Box:
  • Net Promoter Score: This is a calculation of the Net Promoter® Score. Although you can technically select this metric for other question types, this metric is best for when your survey actually contains an NPS® question.
  • Sum: The total sum of all the respondents’ answers to the questions added together.
  • Responses: The number of people who responded to a question.
    Qtip: If your questions don’t have validation on them forcing respondents to answer, then this number can be lower than your number of total survey respondents.
  • Choice Count: The number of times each choice was selected by respondents.
    Qtip: If you have questions where respondents can provide multiple answers, this number may be much larger than your respondent count.
  • Percentage: The percentage of respondents who chose each choice.
Qtip: Learn more about adding additional metrics to a visualization on the Multiple Data Sources in 360 Reports page.

COMPATIBILITY

You can change the metric on the following visualizations:

Breakout

Have you ever wanted to display data from different samples side by side? Maybe you want your bar graph to show how evaluators on different teams scored a subject. In that case, you may want to use a breakout on your visualization.

Click the Breakout dropdown and select the field you want to break out the data by.

the breakout option in the visualization editing window

If you decide you no longer want a breakout on your graph, you can click the Breakout dropdown again and select None.

selecting none for a breakout

Qtip: Only one breakout can be added to a visualization at a time. For more detailed results, combine your breakouts with visualization filters!

COMPATIBILITY

The following visualizations are compatible with breakouts:

Qtip: For visualizations that don’t allow breakouts, try copying the visualization and adding visualization filters.

Color Palette

Your visualization’s Color Palette determines the colors used in your visualization. You can select a premade color palette or create one yourself.

the color palette option on a visualization

Qtip: You can change the color palette for all the unedited visualizations in the report by going to the global report settings.

Creating A Custom Color Palette

  1. In the color palette selection menu, click Add Custom Palette.
    selecting custom palette from the palette picker
  2. Use the color picker tool to select a color.
    using the color picker to add new colors to a custom palette
  3. Alternatively, if you know the HEX code for your desired color, enter it in the HEX box.
  4. To add more colors to your palette, click the sign.
  5. To remove a color from your palette, click Remove.
  6. When finished, click Create.

Legend Values & Position

On charts that display many different data points displayed in an array of colors, a legend can help us understand what the chart means.By editing the Legend, you can also edit how your chart looks, and make the data even clearer.
editing a visualization legend

  1. Enable the Show metric type in default labels to add the metric type for each field to your visualization. This is particularly useful if your visualization is displaying multiple different metrics.
  2. Deselect the box next to any values you want to exclude from your visualization.
  3. Edit a legend’s value by typing in the box. This does not change the field in the survey itself.
  4. Click and drag values to rearrange them in your visualization.
  5. Click the legend color and use the color picker to select a new color for the value.
  6. Choose where in your visualization the legend is positioned. Select None to hide the legend altogether.

COMPATIBILITY

You can add a legend to the following visualizations. Those that have additional features available for their legends will have more information on their respective support pages.

Display Logic

Qtip: This is not the same as Display Logic in the survey editor.

When set, Display Logic allows you to determine the anonymity threshold of your visualization. Determine how many people must answer a question before the visualization appears in the Subject Report.

the display logic option in the visualization editing window

You can decide if everyone sees the visualization, the report settings rule is followed, or to set a custom minimum number of responses. Hovering over the eye on a widget will tell you if it will be displayed or not.

the tooltip that appears when hovering over a visualization with display logic

This feature is important in making sure no one knows who answered what. If there’s no display logic set and Barnaby is the only person to submit an evaluation, everyone who looks at the report will know what answers Barnaby gave to the survey.

Advanced Display Logic

Advanced display logic allows you to add conditions and limit when the visualization is displayed based off of data for other questions. We do not advise using rater group / relationship filters in advanced display logic.

  1. Click the visualization to which you’d like to add advanced display logic.
    image of selecting a custom rule for display logic
  2. From the display logic dropdown, select Custom Rule.
  3. Click Advanced.
    image of the advanced option for creating advanced display logic
  4. Choose a metric. This can be Mean, Min, Max, number of responses, or Sum.
    image of the display logic editor. Display logic is created using logic sets based on responses to questions, employee metadata, and more.
  5. Choose the question to base the condition on.
  6. Select the Operator. This is how the metric should relate to the field’s value (e.g. “greater than”).
  7. Enter the Operand. This is the desired value of the chosen metric. Note, this is a number.
  8. If needed, click the + symbol or Insert New Condition to insert additional filter conditions.
  9. Click the sign to remove a condition.
    image of a condition set within a display logic set
  10. Click Insert New Condition to add a new condition set under the first. For information on building condition sets, check out the following support pages: Conditions and Condition Sets, All vs. Any, and Nesting Logic. Note, the following pages are in the context of filtering responses, but the functionality is the same.
  11. Give your display logic set a name.
  12. Click Save and Apply.

You can always return to edit your visualization display logic at any time.

Any display logic you create, you can reuse in reports for the same survey later.

Margins

You can set the margins around your visualization. This helps you determine the amount of space between it and the visualizations around it. Margin settings are found in the Style tab of the visualization editing window.

the margin option in the style tab

By clicking Advanced, you can individually adjust the margin on each side of the visualization.

the advanced margin options for changing the margin on each side of the visualization

Qtip: You can change the margins for all unedited visualizations at a time with the global visualization settings.

Visualization Categories

Below are the different categories of visualizations and links to their individual support pages.

CHART

TABLE

OTHER