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

Multiple Data Sources in Advanced-Reports

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!


About Multiple Data Sources in Advanced-Reports

In the Reports section, you can add multiple data sources or metrics to a single visualization. This is extremely useful for a several reasons:

  • Display data from different surveys in one visualization for easy comparison. For example, you can show 2018 and 2019 data side by side.
  • Report on multiple metrics in one visualization. For example, you want to see Mean, Minimum, and Maximum next to each other.
  • Compare how respondents of different demographics scored on each question. For example, amongst your customers who are coffee drinkers, those from Utah may give your cafe’s drink selection a different average CSAT than your customers from Washington.

Compatible Visualizations

Currently, three visualizations allow you to add more than one source or metric.

Adding Multiple Data Sources

Multiple Data Sources are a great way to compare data collected across surveys. The method described in this section is best for data where the choices are not numeric, but instead categorical, or subjective groups. For example, most Multiple Choice-style questions collect data in this format. These data sources can be displayed in two different formats (metrics): Choice Count or Percentage. It is best to choose one of these metrics and apply it to every data source you have in a visualization.

Qtip: Are you looking to compare data based on demographics you collected in your survey? When you’ve added more data sources, consider filtering those sources.
  1. Click on a Bar Chart, Line Chart, or Data Table.
    Clicking a bar chart. To the right is the widget editing pane, at the top of which, below the tabs, is a metrics section.
  2. Then click Add Metric.
  3. Click your new data source.
    clicking the new metric opens a small window for adjusting survey and question source
  4. Select the survey of the data source.
  5. Select the question from the survey.
  6. For the best results, do not change the metric unless you are changing both data sources’ metrics.

Example: Here is a Bar Chart comparing annual household income in 2018 and 2019.

A graph on income has income levels along the x axis. The dark blue bars are 2018 data, and the light blue are 2019

Qtip: Choice Count and Percentage are best shown side by side in a Data Table, where they appear as numbers. Because these two metrics are on different scales (one is an integer and the other is a percentage with a max of 100), Bar Charts and Line Charts do not make sense with this information.

Data Table with a row for number of choices and a row for percentage

Adding Multiple Metrics

A visualization can display different numeric metrics side by side, so that different statistics for the same data can be displayed together. When using a numeric metric format, you can choose to display data in Mean, Min (Minimum), Max (Maximum), NPS (Net Promoter Score), Responses, and Sum format. This option is best for data collected from recoded Multiple Choice questions, and any question type that lets you collect numeric data.

  1. Click on a Bar Chart, Line Chart, or Data Table.
    Selecting metrics from a dropdown
  2. Click on the field under Metrics.
  3. Select Mean, Min, Max, NPS, Responses, or Sum.
  4. Then click Add Metric.
  5. Click your new metric.
    Window with data source option expanded by clicking on a field under the metric section of the widget editing pane
  6. If desired, change the survey and Question the data is pulled from in the Data Source.
  7. Choose a Metric.

Example: In our survey, we asked how many children live in the respondent’s household. The Data Table below shows the minimum, mean, and maximum answers provided.

Data Table displaying max, mean, and min for one question on each row

Label

When you click on your metric or data source, you can change the Label displayed on the visualization. By default, this can be on the longer side, displaying the question text and the chosen metric.

Label section of the window that opens when you click a data source

We highly advise you change these labels to be shorter and easier to read. Generally, you should name labels after the name of the data source or the metric you’re using, depending on what you are trying to communicate. You can rely on titles and text boxes to give additional information about the variable being displayed.

Options

On each Metric, you can change the number of decimal points you display. Click on a Metric, go to the Options tab, and select from the dropdown.

Options are opened

This option is only available for numeric Metrics, such as Mean, Min (Minimum), Max (Maximum), NPS (Net Promoter Score), Responses, and Sum.

Adding Filters to Sources

Just as you can filter a report or filter an entire visualization, you can filter individual data sources. This can be useful if you want to compare scores by demographic. For example, you may wish to show the household income of respondents from Utah with children vs. respondents from Washington with children.

Qtip: Sometimes, your report may display data from a different survey in several places, and you want to glboally filter this survey’s data instead of adjusting each data source. See the Setting (Global) Filters for Additional Data Sources page for details on how to do this.
Qtip: For filters that don’t have multiple conditions (e.g., you just want to compare men vs. women), try using a breakout instead.
  1. Click the data source or metric you want to filter.
    Filter tab under selected metric
  2. Go to the Filters tab.
  3. Click the Add Filter dropdown.
  4. Select Manage Filters (or select an existing filter).
  5. You will be brought to the filtering window. Read the Filtering Responses page for more on how to format your conditions.
    Manage filters window