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Simple Chart Widget (EX)

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

About Simple Chart Widgets

The Simple Chart widget allows you to display data in a range of basic charts. Changing the chart type, setting colors, and choosing display options allows you to tailor charts to fit a wide range of situations.
Example of a Simple Chart widget in stacked bar chart form.

Qtip: If you have multiple sources mapped, all source data will be displayed in the widget together. You will need to use a widget-level filter to ensure only one data source is displayed at a time. You can even lock this filter, if you don’t want dashboard users to adjust it.

Data set source filter on a widget

Field Type Compatibility

The Simple Chart widget metric is only compatible with fields with the following field types:

  • Number Set
  • Numeric Value

The X Axis Dimension and Data Series are only compatible with categories and fields with the following type:

  • Number Set
  • Date
  • Text Set
  • Multi-Answer Text Set

Widget Customization

For basic widget instructions and customization, visit the Widgets Overview support page. Continue reading for widget-specific customization.

Chart Type

Choosing a chart type allows you to decide the format in which you would like your data to be displayed. The Simple Chart widget has four chart types:

Simple Chart editing pane highlighting Chart Type settings

  • The Bar chart type creates a simple vertical bar chart.
  • The Horizontal Bar chart type creates a bar chart that is oriented horizontally.
  • The Line chart type displays the data points connected by a continuous line. Check Spline under Display Options to smooth this line.
  • The Area chart type fills the area beneath the data with a solid color. This chart type is particularly useful if you are breaking out your data using a data series.

Basic Setup

When setting up your Simple Chart widget, at minimum, you will need to define a metric. If you decide to use a metric other than Count (which does not require additional specifications), you will be required to specify a field for the metric. You can then add an X Axis dimension, if desired; this acts as a breakout for your selected metric and appears as the additional labels that display at the bottom of your chart. To add an additional breakout on top of your X Axis dimension, you can select a Data Series. A Data Series will allow you to examine your data on an additional granular level.

Simple Chart with the question editing pane opened to the right

When selecting a metric, every metric except Count will need a field specified. Only a category or a field with the type Number Set or Multi-Answer Text Set will be available. You can also select Options to specify whether or not you would like your metric in a Number, Percent, or Currency format, as well as the number of decimal places you would like displayed. In addition, you can select Filters to add a filter to your widget on the metric level. These filters are set up similarly to the ones that you set up in your dashboard.

Metrics on a Simple Chart expanded to reveal Source options

Your available metrics include:

  • Count: Display response counts from the selected fields (i.e., number of respondents choosing a value in a five-point scale)
  • Average: Exhibit the average value for a selected field.
  • Minimum: Show the minimum value of a selected field.
  • Maximum: Present the maximum value for a selected field.
  • Sum: Pull in the sum of all values for a selected field.
  • Net Promoter Score: Identify the Detractors, Passives, and Promoters from NPS questions.
  • Correlation: Input Pearson’s r value for the correlation between two fields.
  • Top Box / Bottom Box: Display the percentage of responses that fall into a specified range of values.
  • Subset Ratio Metric: The number of people who selected a specific choice divided by the number of respondents. It can be used when you are looking to visualize a proportion. See Subset Ratio Metric for more information.
    Qtip: This metric is available on the simple chart and simple table widgets. If you are creating a proportion field for these widgets, we recommend using the subset ratio metric.
    Example: Let’s imagine that your organization allows employees the option to work from home. With the subset ratio metric, you can now calculate what proportion of your organization would choose to work from home and compare it to the proportion of employees who would like to work in the office.
  • Benchmarks: Any benchmarks you’ve created.

You will only be able to specify your X Axis dimension when using a single metric. If you use more than one metric in your chart, the X Axis dimension will automatically display Metrics and use your selected metrics as a breakout instead.

If you choose to add a Data Series, you will only be able to add categories or fields with the type Text Set, Multi-Answer Text Set, Number Set, or Date. If you do not add a Data Series and only have a single metric and X Axis dimension added, you will have the option to Only show top/bottom N values. Check this box to specify whether you would like to show only Top or Bottom values and to specify how many of these values you would like shown.

Settings highlighted in the editing pane

Qtip: You will not be able to have a Data Series without an X Axis dimension. Therefore, if you remove your X Axis dimension and don’t remove your Data Series, your widget will be unable to display data.

Axis Settings

Depending on the setup you have chosen for your Simple Chart, you axis settings options may appear differently from what they are shown as here. However, functionality remains the same and you will be able to apply these settings to whatever setup you have chosen.

Last settings highlighted in the editing pane

You can change how your X Axis is ordered by using the Axis Sorting options. Custom and Labels will always be options; additional options will appear depending on your widget setup. If you choose Custom, you will be able to drag and drop the Axis Values below the Axis Sorting section into whatever order you would like. To rename your axis values, simply click on the axis value’s name under Axis Values and type whatever name you would like.

Qtip: To reverse the order of any of your selections, select the arrow to the right of the Axis Sorting dropdown menu.

You will be able to specify your vertical range by typing in your Min and Max under the Vertical Range section. This defines the maximum and minimum values on the Y Axis of your widget. If you do not define values, these ranges will be set automatically to be inclusive of your data values.

To change the color of a legend value, select the color to the left of the value under Legend Values. You can also drag and drop the legend values into whatever order you would like.

Display Options

Display Options highlighted in the widget editing pane

  • Show X Axis: Displays your X Axis values.
  • Show Y Axis: Displays your Y Axis values.
  • Show Legend: Determine whether to show a legend on your chart, and where.
  • Show data values: Will display the data values on the chart itself.
  • Show Tooltip: Displays the field value and its data value when you hover over it on the chart.
  • Show number of responses for each data value in tooltip: Displays in the tooltip the total number of responses accounted for in each data value.
  • Show grid lines: Displays grid lines on your chart.

Normalize Chart

Switching Normalized Chart to Yes will display each data point in the chart as a percentage out of 100%. This is useful if your data is broken out with a data series and you would like to view the fraction of respondents that selected certain values as relative percentages instead of explicit counts.
Normalized Chart setting highlighted in the editing pane

Stack Chart

Switching Stack Chart to Yes will condense the bars in your chart into a single stacked bar. If you have your widget broken out with a data series, there will be a stacked bar for each value of the data series field. This is particularly useful if you are normalizing the widget. In this case, the length of the bar will be 100% and it will be divided into sections to match the percentages of each data point.
Stacked Chart setting highlighted in the editing pane

Reference Lines

You can add reference lines to your chart to use as a point of comparison. You have the ability to choose between having your line Based on value (a static value that you specify) or Based on metric (a value from your data set). You can add multiple reference lines to a single widget. Follow the steps below to add a reference line:

  1. Select Add Reference Line.
    Reference Lines settings expanded
  2. Give your line a Label (i.e., a name).
  3. Choose your Line Type.
  4. If you chose Based on value, type in your desired value.
  5. If you chose Based on metric, choose your metric. If choose a metric other than Count, you will also need to specify the Field for the metric.
    Reference lines metric and field options highlighted
  6. If desired, you can change your line color by selecting the color next to your added reference line.
    Color settings on the chosen reference line expanded
Qtip: To remove a reference line, click on the line’s name and select Remove Line.

Date Filters

Date filters have a few unique functions on Simple Charts.

Compare Historically

If you have multiple sources mapped, the historical comparison option is a great way to show how employee feedback has changed over time.

Simple chart comparing quarters by year. Menu opened on the date x axis and displaying the settings described

  1. Add a metric.
  2. Add a date field to your x-axis. Then click the field again to open the menu.
  3. Adjust how you group the data (day, week, year, etc.), if necessary.
  4. Select Compare Historically.
  5. If you’d like to restrict the data by date, select a date range.
    Qtip: This setting is helpful if you have data from several years worth of projects mapped in your project, but you really only want to display a comparison of two years’ data. For example, I may have 2016, 2017, 2018, and 2019 mapped, but I really only want this chart to display data from Jan 1, 2018, to December 31, 2019.

Relative Filters

Relative filters are a type of shift back filter that can only be on the widget level to Simple Charts and Simple Tables. The purpose of relative filters is to filter a widget relative to a page-level date filter. For example, if your entire page is filtered to show data for the last 7 days, you can use a relative filter on your widget to show data for the same week last year.

  1. Add a date filter to your page. You can filter this however you want, and even leave it on the All Time setting if desired.
    Page Filter grayed out in background, simple table opened to edit the filter on a metric (right side)
  2. Edit a Simple Table or Simple Chart.
  3. Click on a Metric.
  4. Go to the Filters tab.
  5. Select Add Filter.
  6. Select a date filter.
    Selecting a date filter in the little dialogue box and seelecting relative from the All Time dropdown box
  7. Change the filter to Relative.
  8. Select Shift date back.
    shift date back checkbox
  9. Select the timeframe you want to shift the data back by.
    Once checkbox for shift back selected, new checkbox appears below
  10. Select Period to date to only include data through the current day, rather than a full time period.

Example: This dashboard page is filtered to show data for the last 7 days.

This Simple Table has three Metrics added to it, each an average NPS. The first Metric is not filtered, showing the NPS for the last 7 days. The second Metric is shifted back 1 year from the page filter, showing data for the same week a year ago. The third Metric is shifted back 1 quarter from the page filter, showing data for the same week a quarter ago.

Simple Table with described metrics

Metric Filters

Let’s say you’ve loaded many different metrics into your simple chart widget. Sometimes, you may want to filter these metrics for easier viewing. Instead of building a new widget with your individual metrics, you can add a metric filter to your existing widget and filter the widget so it only displays the data you’re interested in. Metric filters can only be added to widgets displaying more than one metric.

Adding a Metric Filter

  1. Click Edit Page to put the dashboard in editing mode.
    image of an EX dashboard. The edit page button in the top right hand corner is highlighted
  2. Click the filter icon in the top right hand corner of the widget to which you’d like to add the filter.
    image of a widget being edited to add a metric filter. The filter icon in the top right hand corner of the widget is selected and the filter selection menu is visible
  3. Click Add Filter.
  4. Select Metric Filter.
    Qtip: Don’t see a metric filter? Your widget likely only has one metric displayed. Try editing your widget and adding an additional metric.
  5. If desired, edit the Filter Title.
    image of a metric filter being edited on a simple chart widget
  6. Use the Metric Filter dropdown menu to choose which metrics are selected by default.
  7. To prevent dashboard users from modifying this filter, enable Lock filter.
  8. When finished, click Done Editing.

Aggregated Metrics

Qtip: Aggregated metrics are only available in 360 dashboards.
Qtip: This section describes functionality that will be available in the platform starting Aug 2, 2021.
Attention: You cannot use aggregated and non-aggregated metrics in the same widget.

Aggregated Metrics ensure that data is calculated accurately for multi-rater feedback.

In a 360 project, each subject’s number of evaluations may vary. Aggregated metrics normalize scores on the subject level to report on department performance. This prevents department scores from skewing towards a single individual.

Example: Let’s say we have two subjects whose scores we aggregate on a department level. Subject A receives scores 1, 1, and 5 for their evaluations. Subject B receives a score of 5. To calculate the average aggregated score, first take the average for each subject. Subject A averages to (1 + 1 + 5) / 3 = 2.33. Subject B averages to 5. Then, take the average of the averages, giving an aggregated department score of (2.33 + 5) / 2 = 3.67.

Compare this against the department score if we did not take a weighted average: (1 + 1 + 5 + 5) / 4 = 3. The department’s overall score is lower since it skews towards the individual with more evaluations.

To add an aggregated metric:

  1. While editing a widget, click Add Metric.
    clicking add metric in a widget
  2. Select your newly added metric.
    choosing an aggregated metric to report on
  3. Hover over Aggregated Metric and choose whether you want to view average, count, or sum.
  4. Choose the Primary Field for the metric. This is the field whose score you are interested in.
    choosing primary and secondary fields for the metric
  5. Choose Subject ID as the Secondary Field. This is the field that aggregates responses by subject.