Stay up-to-date with every new feature in Qualtrics XM

LEARN MORE

Ready to try Qualtrics?

GET STARTED

Adding & Removing Advanced-Reports Visualizations

Suite

Strategy & Research

Product

Qualtrics

What's on this page

Adding Visualizations

You can add visualizations from a few different spots.

Click Insert on the menu bar to add a visualization to the end of the page.

Insert button in the Reports toolbar expanded to full menu

Click a visualization and then one of its Insert buttons to add a visualization above or below the existing one.

Insert buttons above and below every visualization

Once you click Insert, a menu will open up, giving you several options for how you insert your visualization. What component is set first is based on the selection you make.

Choose the question, Embedded Data, or survey metadata providing the visualization’s data first. If you choose this option, then you will need to set the visualization type manually. The options of visualizations will only be those compatible with your choice.

Click Other Projects to choose the project the data is coming from first. This option is best if you’re pulling data from another survey.

Choose the visualization or type of object to insert first. If you choose this option, then you will need to set the visualization’s data source manually. Text Areas and Images don’t require data sources.

Qtip: Adding a visualization to a report does not guarantee that data you’ve collected is compatible with it. For example, Heat Map visualizations are only compatible with Heat Map questions. If your survey only contained Multiple Choice questions, you will not be able to put a data source into a Heat Map visualization.

Removing Visualizations

Warning: You cannot get a visualization back after you remove it!

You can remove one visualization at a time, or remove multiple visualizations at once.

You have three options for removing a single visualization:

Click on the visualization, then click Options and choose Remove.

Options menu expanded on a visualization

Click on the visualization, then click Edit and choose Remove.

Click on the visualization, navigate to the bottom of the visualization editing pane, and then select Remove.

Remove button at the bottom of the editing pane on the right

You can also remove multiple visualizations at once by following these steps:

Click on a visualization to select it.

Hold the Shift key on your keyboard.

Click the additional visualizations you’d like to remove. Selected visualizations will be outlined.

choosing multiple visualizations and then Edit -> remove

Click Edit in the report toolbar.

Choose Remove.

Qtip: Instead of using the Edit menu, you can also press CTRL+SHIFT+DELETE on your keyboard to remove selected visualizations.

Copying and Pasting Visualizations

You have two options for copying visualizations.

Click on the visualization, then click Options and choose Copy.

Options menu expanded with copy highlighted

Click on the visualization, then click Edit and choose Copy.

Edit menu expanded with Copy highlighted

To paste one visualization over another, click the visualization, click Edit, then select Paste.

Edit menu expanded with Paste highlighted

Qtip: You have to click on an existing visualization before you can copy and paste.

FAQs

Can I change the default settings on a report instead of editing each visualization one at a time?

Yes, you can do this with both types of reporting.

You can learn how to change your default settings on Results-Reports on the Global Results-Reports Settings support page, and you can learn how to change the default settings for Advanced-Reports on the Global Advanced-Reports Settings support page.

Can I add other columns of information to my visualizations?

In order to add additional columns of information to a visualization, start with a Text Entry question. In Results-Reports, use a Paginated Table. In Advanced-Reports, use a Results Table.

In the visualization editing pane for either visualization, you will be able to select Add Additional Columns.

No other visualization can add additional columns like this.

Can I break down the information in a visualization into groups based on other data?

Yes, you can subdivide a visualization by selecting Breakout By in the visualization editing pane. You will then select the question, metadata, or Embedded Data field you would like to break the visualization out by.

See Breakouts for Advanced-Reports or Breakouts for Results-Reports, depending on the reporting you are using.

Was this helpful?

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!

Adding & Removing Advanced-Reports Visualizations

Adding Visualizations

Removing Visualizations

Copying and Pasting Visualizations

FAQs

Get the latest news on XM events, research, and product launches