Skip to main content
Loading...
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM
  • Design XM
    Design XM

Dashboard Translation (EX)

What's on This Page:


Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


Qtip: This page describes functionality available to Engagement, Lifecycle, Ad Hoc Employee Research, and 360 dashboards. For more details on each, see Types of Employee Experience Projects.

About Dashboard Translation

If your employees speak multiple languages, it may be beneficial to have their dashboard results available to them in their preferred language. The Translation tab allows you to translate the parts of your dashboard that do not automatically translate.

Qtip: Advanced filter labels and breakouts in response rates cannot be translated at this time.

Translating Labels

Warning: Before translating your dashboard, make sure that it’s completely built out. If you make edits to your dashboard after translating it, you will need to repeat the label translation process in order for those edits to be translated.
  1. Go to your dashboard Settings.
    Button that says Settings and has a gear icon
  2. Go to the Translation tab.
    As described in the stepsAs described in the steps
  3. If you have a Translation Type field, make sure it says Label translation.
  4. Choose the file type.
    Qtip: We generally advise sticking to TSV, since this file type is better at handling special characters outside the English alphabet.
  5. Click Export the file.
  6. Open the CSV file in a spreadsheet editor on your computer.
  7. Add your translations to their corresponding language column. Here are some general tips:
    • See the List of Language Codes page for guidance about each language column.
    • Follow the file’s exact formatting for creating your translations.
    • Use the English column (EN) as a guide.
    • Copy and paste to ensure formatting is correct. Do not delete or rearrange the columns, as this will cause the import to fail and translations to be lost.
    • Do not delete the strings of numbers and letters – these are internal IDs that identify the parts of the dashboard you are translating.
  8. Save your file as a CSV file with UTF-8 encoding or as a TSV.
    Warning: Once you’ve saved the file, do not open it again as this could cause you to lose formatting for any special characters.
  9. In the Translation tab, click the Select a file button and select your translation file.
    image of where to upload your translation file
  10. Once the file is selected, click Import the file.

Depending on the number of translations and the size of the dashboard, it may take a few minutes for the translations to fully load. You’re free to exit out of the dashboard and the translations will continue to process.

Qtip: You can translate page filter values by importing a file through the Dashboard Data page. See Translating Dashboard Fields and Categories for more details.

Translating Guided Action Planning

If you’ve added guided action planning to your dashboard, you can upload translations for all your guidance. This works similarly to how you upload dashboard translations.

Qtip: See the Available Languages for EX Dashboards.
Qtip: Complete your guided action planning setup before you upload translations. If you make edits to your guided action planning after translating it, you will need to repeat the translation process in order for those edits to be translated.
  1. Go to your dashboard Settings.
    Button that says Settings and has a gear icon
  2. Go to the Translation tab.
    in the translation tab, selecting the translation type, format, and exporting the file.
  3. From the Translation type dropdown, select Action plan guidance translation.
  4. Choose the file Format.
    Qtip: We generally advise sticking to TSV, since this file type is better at handling special characters outside the English alphabet.
  5. Click Export the file.
  6. Open the file in a spreadsheet editor on your computer, such as Excel.
    Spreadhseet open in excel, columns for translations are highlighted
  7. Add your translations to their corresponding language column. Here are some general tips:
    • See the List of Language Codes page for guidance about each language column.
    • Follow the file’s exact formatting for creating your translations.
    • Use the English column (EN) as a guide.
    • Copy and paste to ensure formatting is correct. Do not delete or rearrange the columns, as this will cause the import to fail and translations to be lost.
    • Do not delete the strings of numbers and letters – these are internal IDs that identify the parts of the dashboard you are translating.
    • If part of your guidance includes links to employee resources, provide new links to the translated materials. Otherwise, you may want to include in your translations warnings that the linked materials aren’t translated, and copy over the same links.
      Screenshot where the same links are copied into different columns
  8. Save your file as a CSV file with UTF-8 encoding or as a TSV.
    Warning: Once you’ve saved the file, do not open it again, as this could cause you to lose formatting for any special characters.
  9. In the Translation tab, click the Select a file button and select your translation file.
    the translation tab of the dashboard. the the bottom of the page, the select a file and import file buttons are highlighted
  10. Click Import the file.

Depending on the number of translations and the size of the dashboard, it may take a few minutes for the translations to fully load. You’re free to exit out of the dashboard and the translations will continue to process.

Attention: After adding translations, be careful if you edit details in the for your guided action plans. Edits will only apply to the language for the user editing the guided action plan. For example, if I have my guided action plans in 5 languages and then make changes in English, only the English guided action plans will be updated.

Translating Custom Action Planning Fields

When translating any custom fields associated with your action planning, use the regular label translation for the dashboard.

Translation tab of dashboard settings/ The field with translation type is highlighted, and inside it says "label translations"

Translating Dashboard Fields and Categories

Qtip: This functionality is being gradually rolled out starting October 6, 2021.

These steps describe how to translate the data fields you’ve mapped to your dashboard (names and recode values) and the names of any categories you’ve created. These fields are translated separately from the rest of the dashboard text, but these fields only need to be translated once, rather than repeating the process for each page filter and widget.

When you copy a dashboard, translations of fields and categories will carry over. Other dashboard translations will not.

Example: This dashboard has a field called “Department.” Values for this field include Sales, Support, Engineering, Finance, and so on. I only need to translate these fields once in the process described below in order for them to be translated across the dashboard, such as all widgets and page-level filters where I’m breaking out data by department.
  1. Go to your dashboard Settings.
    Button that says Settings and has a gear icon
  2. Go to the Dashboard Data tab.
  3. Click Actions.
  4. Select Data Translation.
  5. Choose a file type (CSV or TSV) and click Export to get an example file.
    Image of new window that opens once data translations is selected
  6. Open the file in a spreadsheet editor on your computer.
  7. Add your translations to their corresponding language column. Here are some general tips:
    • See the List of Language Codes page for guidance about each language column.
    • Follow the file’s exact formatting for creating your translations.
    • Use the English column (EN) as a guide.
    • Copy and paste to ensure formatting is correct. Do not delete or rearrange the columns, as this will cause the import to fail and translations to be lost.
    • Do not delete the strings of numbers and letters – these are internal IDs that identify the parts of the dashboard you are translating.
  8. Save your file as a CSV file with UTF-8 encoding or as a TSV.
    Warning: Once you’ve saved the file, do not open it again as this could cause you to lose formatting for any special characters.
  9. In the product, click the Choose a file button and select your translation file.
    Image of new window that opens once data translations is selected
  10. Click Upload.
  11. Make sure to Save your dashboard data.
Qtip: The recode values of dashboard fields will no longer appear in JSON format in this file; instead they’ll appear as rows in the spreadsheet, making it easier to add translations for each value.

Other places to export & import data translations in the dashboard

You can also upload translations for the fields mapped in your dashboard by going to the Translation tab of your dashboard’s settings.

Translation tab of the survey. Translation type is set to data translation. There is a section on the page for exporting a translation file and another section for importing it

Make sure to change the Translation type to Data translation before exporting or importing your file.

The file setup and restrictions described above also qualify when importing your file through the Translations tab.

Troubleshooting Translation Uploads

If you’re running into trouble uploading the translation file, make sure that every language column is included in the file, even if you are not using that language as a translation. If your special characters aren’t being uploaded correctly, make sure the file is either a CSV file with UTF-8 encoding or a TSV.

For more help, see the CSV/TSV Upload Issues page.

Viewing Translated Dashboards

By default, participants will be shown dashboards in their account language if that translation is available. However, it’s also possible to switch between any of the available translations. Just open your account settings to adjust your language, then revisit the dashboard to see the translations.

Qtip: For a list of our currently supported languages, see our page on Language Availability.

FAQs