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Setting up a Sample Project & Pulse Dashboard

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About Setting up a Sample Project and a Pulse Dashboard

When you’re first setting up your pulse, before you’ve even scheduled your first survey, you can setup a sample project and your pulse dashboard. This can be helpful for a few reasons:

  • See an example pulse project before starting your program.
  • Access the dashboard project, which will allow you to upload dashboard participants, create dashboard roles, and create a dashboard before starting your pulse surveys.
  • Upload test data to your sample project to configure your pulse dashboard before starting your pulse surveys. By doing so, you will not need to configure your dashboard when pulse surveys are actually running, allowing users to have access to real-time data from the very first pulse.

Creating a Sample Pulse Project and your Pulse Program Dashboard

Qtip: The example survey project will contain the core questions you set. Make sure you’ve created at least 1 question before you make a test survey.
  1. Go to the Overview tab.
    Overview tab, then link that says Include core questions to set up a dashboard and see how it works (optional)
  2. Click Set up.
  3. Click Continue.
    New window named do you want to set up a dashboard and sample project
  4. It may take a while to generate the dashboard and sample project.
  5. When you’re finished, the sample dashboard and project will appear in the Projects list.
    Overview tab with test pulse and dashboard generated to the left
Qtip: Take note of the survey’s name – you’ll need it for the next step.

Adding Test Data to the Sample Project

If you’d like to configure your dashboard before starting your pulse program, we recommend uploading either anonymous data or data associated with participants.

To upload anonymous data, follow these steps, but keep the Participant’s Unique Identifier field blank.

To import data associated with participants:

  1. Go to the Overview tab.
    Clicking the dashboard on the overview tab
  2. Click the survey.
  3. Go to the Participants tab.
    Participants tab of pulse project with add participants button clicked, showing the import from file option
  4. Import participants.
  5. Follow the steps to import responses associated with participants.
Qtip: If you’d like to test what the survey looks like to participants, try previewing the survey.

Mapping the Sample Project to the Test Dashboard

  1. Go to the Overview tab.
    Clicking survey project listed on left
  2. Click the dashboard.
  3. Go to the Dashboards tab.
    create a dashboard button in the center of the dashboards tab
  4. Create a dashboard.
  5. Click the dropdown.
    Dropdown next to dashboard shows a settings option
  6. Select Dashboard settings.
  7. Add a new source to the dashboard.
    adding a dashboard data source
  8. Select the sample project you created.
  9. Make sure the sample project fields are mapped.
Qtip: When you’re done testing your dashboard, you can delete the data from the sample project, or you can unmap the sample project from the dashboard.
Remove source button

Previewing the Dashboard

To configure the dashboard, we recommend customizing it as you please. Build widgets to get an idea of what your data will look like on the dashboard.

If you’d like to test that roles and permissions are working correctly, you can log into participants’ dashboards to preview what their data looks like. Just do the following:

User admin page with list of participants, dropdown expanded to show log into dashboard option

  1. Open the dashboard.
  2. Go to Participants.
  3. Click the dropdown next to the person whose dashboard you want to test.
  4. Click Login to dashboard.