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
- 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.
- 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.
- 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.
- Choose the visualization type to insert first. If you choose this option, then you will need to set the visualization’s data source manually.
There are three different ways to remove visualizations from your report:
- With the visualization selected, click Options and then Remove.
- With the visualization selected, click Edit and then Remove.
- While editing the visualization, click Remove at the bottom of the editing pane.
When you click a visualization, the Options menu appears at the top of the visualization.
- Copy: Copies the visualization so you can paste it in a different part of your report.
- 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!
All visualizations types have titles. To edit a visualization’s title, simply double click the title.
While editing the title, you can use the Rich Content Editor to change the title’s font style and format.
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 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.
- The question, scoring category, Embedded Data field, etc. that is being pulled into the visualization.
- 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.
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.
Adding Visualization Filters
- Click the visualization you’d like to add a filter to.
- In the editing window, click Add Filter.
- Select the Data Source that contains the field you’d like to filter by.
- 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.
- 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.
- Click Save and Apply.
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.
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 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.
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.
You can change the metric on the following visualizations:
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.
If you decide you no longer want a breakout on your graph, you can click the Breakout dropdown again and select None.
The following visualizations are compatible with breakouts:
Your visualization’s Color Palette determines the colors used in your visualization. You can select a premade color palette or create one yourself.
Creating A Custom Color Palette
- In the color palette selection menu, click Add Custom Palette.
- Use the color picker tool to select a color.
- Alternatively, if you know the HEX code for your desired color, enter it in the HEX box.
- To add more colors to your palette, click the + sign.
- To remove a color from your palette, click Remove.
- 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.
- 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.
- Deselect the box next to any values you want to exclude from your visualization.
- Edit a legend’s value by typing in the box. This does not change the field in the survey itself.
- Click and drag values to rearrange them in your visualization.
- Click the legend color and use the color picker to select a new color for the value.
- Choose where in your visualization the legend is positioned. Select None to hide the legend altogether.
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.
When set, display logic allows you to determine when (or to whom) a visualization is displayed in the 360 subject report.
For example, you could set the anonymity threshold of your visualization, and determine how many people must answer a question before the visualization appears. You can also use display logic to hide visualizations based on the relationships of the people viewing the report and various person metadata.
Response Count Threshold
The most basic setup of display logic acts as an anonymity threshold. With this setup, you specify the number of responses that must be collected before data appears in the visualization.
This feature is important in making sure no one knows who gave what answers. For example, 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.
- Set the dropdown to Custom Rule.
- Next to Responses, specify how many responses must be collected before the visualization displays data.
Advanced Display Logic
Advanced display logic allows you to add conditions and limit when the visualization is displayed based off of data collected, the types of people viewing the report, or even person metadata.
- Click the visualization to which you’d like to add advanced display logic.
- From the Display logic dropdown, select Custom Rule.
- Click Advanced.
- Pick a category:
- Metric: This can be the mean, minimum, maximum, or sum for a given field, or the number of responses it received. When you select this option, you will also have to choose the field (i.e., survey question) you’d like to use, then specify a numeric value. You will be able to use equal to, greater than less than, not equal to, etc.
- Relationship: Restrict whether the visualization is displayed based on the relationship of the viewer to the subject. In general, only the Self and Manager relationships will be relevant, because these are the only people who can see a subject’s report. When setting a condition based on relationship, you can choose is or is not [a given relationship].
- Subject Metadata: Determine whether the visualization is displayed based on the subject’s metadata (not necessarily the metadata of the person viewing the report). When setting a condition based on metadata, you can choose is or is not [a given metadata value].
Example: Our yearly 360 has questions we only ask engineers, since they are specific to coding competencies. We only want to show graphs pertaining to these questions to subjects who are in the engineering department.
- Use the dropdowns to finish building your condition.
- If needed, click the + symbol or Insert New Condition to insert additional filter conditions.
- Click the – sign to remove a condition.
- Click Insert New Condition Set 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.
- Give your display logic set a name.
- 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 your reports later – so, for example, if you have multiple questions exclusive to engineers, after you build the condition the first time, it’ll be quicker to add to other charts and graphs.
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.
By clicking Advanced, you can individually adjust the margin on each side of the visualization.
Below are the different categories of visualizations and links to their individual support pages.
- Data Table
- Statistics Table
- Results Table
- High and Low Scores
- Hidden Strengths / Improvement Areas
- Scoring Overview
- Report Summary