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Overview of Report Template Visualizations (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.

About Visualizations Overview

Visualizations make up the bulk of your report template; they display your data in simple and powerful graphics to help you analyze your Engagement results. While each visualization has its own special features and customization options, there are certain edits you can make to just about any visualization.

Adding and Removing Visualizations

Adding a Visualization

  1. Click Insert in either the report template toolbar or in the report body.
    image of the insert menu for selecting a visualization type
  2. Hover over Visualization.
  3. Choose the type of visualization you’d like to insert. You can choose Chart, Table, & Other Visualizations. For information on all visualization types, see our List of Report Template Visualizations.
  4. Select the visualization you’d like to insert.

After inserting one visualization, repeat the above process to insert additional visualizations. Furthermore, you can click on an existing visualization to make an Insert button appear above and below the visualization. You can click one of these buttons to insert a new visualization either above or below the selected visualization.
image of the insert button above and below an existing visualization

Removing a Visualization

  1. Click on the visualization you’d like to remove.
    image of a bar chart visualization
  2. Click Options.
    image of the options menu above a visualization. the remove option is selected
  3. Select Remove.
Qtip: You can also remove a visualization using the remove button at the bottom of the visualization settings panel.
image of the remove button in the editing pane of a visualization

Resizing and Rearranging Visualizations

Resizing Visualizations

You can resize visualizations to create flexible and interesting report formats. To resize a visualization, click one of the boxes around the visualization’s outline and drag your mouse.
GIF of a widget being sized. this is done by clicking one of the resize boxes and dragging

Rearranging Visualizations

You can also rearrange your visualizations in your report. To move your visualization, simply click the visualization and drag it to where you’d like it to be.
GIF of rearranging visualizations. This is done by clicking and dragging the visualization

General Visualization Settings

Most visualizations share common settings to customize the look of data displayed in your visualizations.

Visualization Title

When you add a visualization into your report, it will have an associated title. By default, the title will be the field name you are displaying in the visualization. However, these names don’t usually make sense as titles, so you can retitle your visualizations.

To edit the title of a visualization, double click the existing title.
image of the title of a visualization. it appears above the chart

You can then use the Rich Content Editor that appears to edit your text and apply any special formatting you’d like. This Rich Content Editor works the exact same as the one that appears for Text Areas. Read the linked page for an explanation of each option available to you.
image of the rich content editor used to customize a title

To remove a title entirely, click the Options menu for your visualization and select Remove Title.
image of the remove title option in the options dropdown

If your visualization does not have a title, you can add it by clicking the Options menu for your visualization and selecting Insert Title.
image of the insert title option in the options dropdown

Visualization Type

Many visualizations are flexible enough to be easily switched to a different visualization type. To change your visualization type, choose the visualization from the list of available options within your visualization editing panel. Click the icon with three dots to see the entire list of available options. Your currently selected visualization type will be the first icon highlighted in blue.
image of the visualization option in the visualization editing pane. This can be used to easily switch your visualization type without having to reselect your metric

Color Palette

Most visualizations have a Color Palette which determines the colors used in the visualization. You can choose from a variety of premade palettes, or create your own! Clicking the down arrow next to the Color Palette will pull up the menu of color palettes.
image of the color palette option

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

Breakout

Breakouts are a great way to segment your data for further analysis. For example, let’s say you’re analyzing engagement data by department. You can then break out these departments by tenure to identify gaps between junior and senior employees.

To add a breakout, select a field in the Breakout menu.
image of the breakout option. This visualization is being broken out by gender

If you decide to remove your breakout, click the Breakout dropdown and select None.
image of the breakout dropdown. The breakout menu is set to None

Qtip: Each visualization can only have one breakout applied to it. You can, however, continue to filter your visualization for more detailed results.

Breakouts are compatible with the following visualization types:

  • Bar Chart
  • Line Chart
  • Data Table
  • Statistics Table
Qtip: For visualizations that can’t be broken out, try adding visualization filters instead.

Legend Values & Position

Some visualizations have an accompanying legend to help identify different parts of the visualization. You can customize the following aspects of your legend:
Image of the editing options for a legend. You can change labels, colors, reorder the labels, and hide labels

  1. Click and drag to change the order of your legend values
  2. Deselect the checkbox to hide a value from your legend. Select the box to include it. All values are selected by default.
  3. Click the color of a value to pull up a color picker for you to select a new color.
  4. Type in a field to change the label in the visualization
  5. Use the Legend Position dropdown to choose where the legend will appear in the visualization. Select None in the dropdown to hide the legend entirely.

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 and the field type of the field you are displaying.

Qtip: You can add multiple metrics to Bar Charts, Line Charts, and Data Tables.

Numeric and Number Set Metrics

When you select a field that’s been mapped as either a Numeric or Number Set field type for your metric, you can choose to display one of the following:
image of the metric dropdown for a numeric and number set field

    • 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 are 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: Used to analyze questions on a scale (i.e. from 1 to 5). You can choose which scale points are included in your top box / bottom box metric.
    • 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.
    • Percentage: The percentage of respondents who chose each choice.

Text Set and Multi-Answer Text Set Metrics

When you select a field that’s been mapped as either a Text Set or Multi-Answer Text Set field type for your metric, you can choose to display one of the following:
image of the metric drop down for text set & multi answer text set fields

  • Responses: The number of people who responded to the question.
  • Choice Count: The number of times each choice was selected by respondents.
  • Percentage of Choices: The number of times each choice was selected as a percentage of all choice selections.
  • Percentage of Responses: The percentage of responses that selected each choice.

Visualization Compatibility

The following visualizations are compatible with all metric types:

Gauge Charts are only compatible with Numeric and Number Set metrics.

For Breakdown Bars and Pie Charts, the displayed metric is always Choice Count.

Metric Filters

You can filter metrics the same way you filter visualizations. To add a metric filter:

  1. Click the visualization.
    image of a metric filter
  2. Click your metric.
  3. Go to the Filters tab.
  4. Click Add Filter and select the filter you’d like to add or create a new one. Instructions for creating filters can be found in the Visualization-Level Filters section.

Visualization-Level Filters

Visualization-level filters allow you to apply filters to a single visualization instead of to your entire report.

Visualization-level and report filters are always additive in nature. For example, if your report 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 Filters to Visualizations

  1. Click the visualization to which you’d like to add a filter.
    image of the Add Filter button for filtering an entire visualization.
  2. Click Add Filter.
  3. Click Manage Filters
  4. Select Create a Filter.
    image of the create a filter screen
  5. Choose the Field to filter based on.
    image of the manage filters screen. Here, you use logic sets to create your filter conditions
  6. Select the Operator.  This is how the responses filtered out by the filter should relate to the Field’s value (i.e. “is empty”).
    Image of a filter being created. The filter is set to only display data for full time female employees
  7. Select the Operand. This is the value(s) of the Field you chose.
  8. If needed, click the + symbol or Insert New Condition to insert additional filter conditions.
  9. Click the sign to remove a condition.
  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.
    image of a logic set within a filter
  11. Give your filter a name.
  12. Click Save and Apply.

You can always return and edit your filter conditions.

Qtip: The Engagement Summary, Participation Summary, Question List, and Scorecard visualizations cannot use visualization-level filters. However, they do obey report filters.

Reusing Visualization Filters

Once you create a filter, you can quickly apply it to other visualizations in your report. To load a previously saved filter to a new visualization:

  1. Click the visualization to which you’d like to add the filter.
    image of saved filters used to easily assign filters across visualizations
  2. Click Add Filter.
  3. Select the desired filter out of the list.

Removing Visualization Filters

  1. Click the visualization with the filter.
    image of selecting a saved filter
  2. Click Modify Filters.
  3. Deselect the applied filter.

Visualization Display Logic

Visualization Display Logic allows you to set anonymity thresholds on your report visualizations. The feature determines how many responses need to be in the visualization before it appears in report exports. By default, all visualizations are displayed.

This feature is important for maintaining employee confidentiality with your engagement results. For example, if you have a visualization displaying data for a certain department, you’ll want to make sure that there’s enough responses in the visualization so that no individual employee’s response can be singled out. Visualization display logic helps you accomplish that.

Adding Visualization Display Logic

  1. Click the visualization to which you’d like to add display logic.
    image of selecting a custom rule for display logic
  2. From the display logic dropdown, select Custom Rule.
  3. Enter the number of responses in the Response Count Threshold.
    image of the response count threshold that will appear once a custom rule is set for display logic

After adding display logic to your visualization, an eyeball icon will appear in the top right-hand corner. Hovering over this icon will show whether the visualization will appear in report exports.
image of the eye icon in a visualization. This visualization will display since it has enough responses

Qtip: You cannot add display logic to the Engagement Summary, Participation Summary, Question List, and Scorecard visualizations.

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.

  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.

Reusing Advanced Display Logic

Once you create an advanced display logic set, you can easily apply that set to multiple visualizations in your report.

  1. Click the visualization to which you’d like to add display logic.
    image of selecting a custom rule for display logic
  2. Select Custom Rule in the display logic dropdown menu.
  3. Click Advanced.
    image of the advanced option for creating advanced display logic
  4. Select the display logic set from the list previously configured display logic sets.
    image of saved display logic
  5. Review the logic.
  6. Click Save and Apply.

Multiple Data Sources

If your dashboard has multiple data sources, your data will be aggregated together for most visualizations. To view data based on a singular data source, you will need to filter your visualizations by data source. This applies to the following visualizations:

Qtip: To quickly filter all data in your report by a specific data source, add a dashboard page filter for Data Set Source and filter for the specific source.

Filtering Visualizations by Data Source

  1. Click the visualization you’d like to filter.
    image of the Add Filter button for filtering an entire visualization.
  2. Click Add Filter.
  3. Click Manage Filters.
  4. Select Create New.
    image of creating a filter based on a specific dashboard data source. The logic is "data set source" "is" "engagement 2019"
  5. For the field, select Data Set Source.
  6. For the Operator, choose Is to include data sources, or Is not to exclude data sources.
  7. Select the data sources you would like to include or exclude.
    Qtip: You can select multiple data sources.
  8. Give your filter a name.
  9. Click Save and Apply.

Data Source Dropdown

A few visualizations give you the option to select a data source from directly within the visualization editing pane.
image of the sources dropdown on an engagement summary widget

This dropdown is available in the following visualizations: