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Core XM
Advanced-Reports Visualizations
What's on This Page:
About Advanced-Reports Visualizations
Visualizations are the charts and tables you use to represent your data in the Reports section. While each visualization has its own special features, there are certain edits you can make to just about any visualization.
Insert Button
The Insert buttons allow you to insert a new visualization. The top Insert button adds visualizations above the existing one, and the bottom Insert button adds visualizations below them.
See the page on Adding and Removing Visualizations for more details on inserting visualizations.
You can also use this option to add a Page Break when you click Insert and select Page Break.
Options Button
When you click on a visualization, you will see the Options button.
- Copy: Copy the visualization. Use Edit > Paste to paste.
- Remove/Insert Title: Remove or add the visualization’s title. This option is only available for charts and the Word Cloud.
- Export to: Save the visualization as a JPEG image or as a DOCX file.
- Remove: Delete the visualization.
Editing Titles
Chart visualizations and the Word Cloud allow you to edit their titles if you double-click on them.
You can erase and retype the text of the title, adjust the font style, and change the format of the text with the Rich Content Editor, highlighted at the top.
Data Source
When you set a data source for a visualization, you are telling it where its data is supposed to come from.
When you click on a visualization’s Metrics and look under Data Source, you will usually see the following fields:
- The survey the data is coming from.
- The question, Embedded Data, or metadata being pulled from that survey into the visualization.
- You will also see a Metric dropdown, wherein you select the format of the data.
The questions, Embedded Data, and metadata available to you will depend on the kind of visualization you want to create. For example, bar graphs are great for displaying the results of a Multiple Choice question, but not so great for displaying the results to a Text Entry question. Visit a visualization’s support page to learn more about what it is compatible with.
Visualization-Level Filters
Visualization-level filters have the same conditions and functions as global report filters, except that they apply to the individual visualization instead of the whole report.
Visualization-level and global filters are always added on top of each other. For example, if you global 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 Visualization Filters
- Click on a visualization to open the visualization editing pane to the right.
- Click the Filters dropdown.
- Follow the directions for building filters described on the global report filters page.
- When finished, click Save.
Visualization Type
You can change an existing visualization’s type. Click on an icon under the Visualization section to change the type.
The visualization type you are currently using will be listed first and highlighted in blue. When you hover over this icon, it will tell you the name.
If you don’t see the visualization you want, click the last icon on the right to view more visualization options.
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.
Types of Metrics
- 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 as 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.
- NPS: 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.
- 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.
Qtip: If you have questions where respondents can provide multiple answers, this number may be much larger than your respondent count.
- Percentage: The percentage of respondents who chose each choice.
- Sum: The total sum of all the respondents’ answers to the questions added together.
Compatibility
You can change the metric on the following visualizations.
- Bar Chart
- Line Chart
- Gauge Chart
Qtip: This is the only visualization on the list that is not compatible with the Choice Count metric.
- Data Table
Breakout
Have you ever wanted to display data from different samples side by side? Maybe you want your satisfaction bar graph to show how women responded and how men responded right next to each other. Maybe you want to show each store location’s data in the same graph. In that case, you may want to use a breakout on your visualization.
Click the Breakout dropdown and select the field you want to break out the data by.
If you decide you no longer want a breakout on your graph, you can click the Breakout dropdown again and select None.
Compatibility
The following visualizations are compatible with breakouts:
Color Palette
The colors used in your visualization. You can select a premade color palette or create one yourself.
Legend Values & Position
On charts that display many different data points displayed in an array of colors, a legend can help us understand what the chart means.
By editing the Legend, you can also edit how your chart looks, and make the data even clearer.
- Click and drag to change the order in which values appear.
- Deselect the box to hide the value from the visualization. Select the box to include it.
- Click the color and drag your cursor over the color picker to change the color for just one value.
- Type in the field to change how the value is labeled on the visualization.
Qtip: This will not affect how the answer is labeled in the survey itself.
- Adjust the position of the legend relative to the rest of the graph. Or select None to hide the legend entirely.
Compatibility
You can add a legend to the following visualizations. Those that have additional features available for their legends will have more information on their respective support pages.
Display Logic
When set, Display Logic allows you to determine the anonymity threshold of your visualization. Determine how many people must answer a question before the visualization appears in the public link to the report. (This data will remain in PDF exports.)
You can decide if everyone sees the visualization, the default rule is followed, or to set a custom minimum number of responses. Hovering over the eye on a widget will tell you if it will be displayed or not.
This feature is important in making sure no one knows who answered what. If there’s no display logic set and Barnaby is the only person to answer the survey, everyone who looks at the report will know what answers Barnaby gave to the survey.
Advanced Display Logic
Advanced options allow you to add conditions and limit when the widget is displayed based off of answers provided to other questions.
- Select the visualization.
- Select Custom Rule.
- Click Advanced.
- Choose a metric. This can be Mean, Min, Max, number of responses, or Sum.
- Select the question you’d like to create a condition based on.
- Set the value.
- Add more conditions using the plus sign ( + ).
Qtip: For more about how conditions are combined, see the Filtering Responses page on New Conditions and Condition Sets and All vs. Any.
- Click Save and Apply.
Any display logic you create, you can reuse in reports for the same survey later.
Example: Your survey has a question asking customers if they’ve ever tried the food at your theme park (Question A). Customers are also asked to rate their satisfaction with the food (Question B).
Your report has a Pie Chart showing food satisfaction (Question B). You can add Advanced Display Logic to determine this Pie Chart can only be displayed if more than 5 people say they’ve eaten food at the park (Question A) to determine you’re getting a big enough sample of the target population’s data.
Margins
You can set the margins around your visualization. This helps you determine the amount of space between it and the visualizations around it.
By clicking Advanced, you can individually adjust the margin on each side of the visualization.
Visualization Categories
Below are the different categories of visualizations and links to their individual support pages.