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Adding & Removing a Dashboard (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

Adding a Dashboard

Attention: You can only create 15 dashboards per project. This includes dashboard copies. After you create 9 or more dashboards, the dashboard creation window will start to warn you how many dashboards you have left to create before the ability to create or copy dashboards is disabled in the project.
  1. Navigate to the Dashboards tab.
    Create Dashboard button in the center of the Dashboards tab
  2. Click Create Dashboard.
  3. Type a name for your dashboard.
    Create Dashboard window where you define name and anonymity threshold
  4. Under Anonymity Threshold, decide how many responses must be collected before data will show up in the widgets. The Anonymity Threshold is applied to each data breakout within widgets.
    Example: The image below shows a Comparison widget that is broken out by the active Org Hierarchy. If units have response counts below the Anonymity Threshold, then those units will display no data in the widget. Units with a response count above the Anonymity Threshold will display data as normal. Since the number of responses for the Mary Shelley and Mark Twain units falls below the Anonymity Threshold, the widget displays the message, “Too few responses” for these units.
    image of a comparison widget being broken out by org hierarchy units. "too few responses" displays for some units since the number of responses for the unit falls below the anonymity threshold
  5. Under Comment Anonymity Threshold, decide how many responses must be collected before open-ended text responses will show up in the widgets.
    Qtip: You can also specify your anonymity thresholds in the Anonymity tab of your dashboard settings.
    the anonymity tab in dashboard settings. the options to limit anonymity by response data and comments are availble here
  6. When finished, click Create.

Removing a Dashboard

You can delete a dashboard by clicking the dashboard dropdown menu next to a dashboard and selecting Delete Dashboard.

Dashboard actions dropdown Delete option

Copying a Dashboard

Have you ever wanted to add a second, similar dashboard, without starting from scratch? Have you ever wanted to use a duplicate dashboard for testing? You can duplicate a dashboard’s pages, widgets, and all other settings by using the Copy Dashboard feature.

  1. Click the dashboard actions dropdown.
    Dashboard actions dropdown Copy option
  2. Select Copy Dashboard.
  3. Name your dashboard.
    Naming a dashboard
  4. Click Done.

Dashboard Viewing Permissions

When you copy a dashboard, you also duplicate dashboard role permissions. However, the dashboard isn’t activated; you must manually enabled the Activate Dashboard permission.

Example: In the screenshot below, this role gave members the ability to access the 2017 dashboard. When the 2017 dashboard was copied, participants in this role were automatically given access to the 2017 dashboard copy, too.

A role. On the far-right, dashboard permissions are listed

Copying a dashboard does not copy user-level access!

Example: If you give John Doe user-level access to the 2017 dashboard, then copy the 2017 dashboard, John Doe will not have access to the copy.

Dataset Utilization Limits

Our data platform imposes a limit on the number of times a single data source can be used in active datasets.  Currently, a single data source can only be in 50 active datasets to guarantee timely data processing. For external data, the limit is 5 active datasets. These limits are subject to change over time as our platform and features grow.  If your datasource reaches this utilization limit, an error dialog is displayed while adding the source in the data mapper or copying the dashboard.

the error message received after trying to use a data source in more than 50 active datasets

Qtip: For example, a survey used in two dashboards creates three active datasets (1 for data & analysis in CoreXM, 2 for dashboards CX). An active dataset is a dataset that has been accessed within 30 days.

 

Additional Options

You can access your dashboard and start editing by clicking directly on the dashboard name or by clicking the dashboard dropdown menu and selecting View Dashboard.

Dashboard actions dropdown View Dashboard option

Qtip: If you’re having trouble viewing the dashboard, make sure you’ve added yourself to the project and given yourself permission to view the dashboard.

You can change a dashboard’s name or edit your anonymity thresholds by clicking the dashboard dropdown menu next to a dashboard and selecting Edit Dashboard.

Dashboard actions dropdown Edit option

Qtip: Ready to start editing your dashboard widgets? Check out our Dashboard Overview page.

FAQs