Visualizations are interfaces you can use to view your data as a graph or table. Your question pages include default visualizations already made for you, and you can create new ones in your custom pages.
There are ten main types of visualizations:
- Bar Chart
- Line Chart
- Pie Chart
- Gauge Chart
- Simple Table
- Statistics Table
- Paginated Table
- Breakdown Bar
- Word Cloud
- Heat Map
Each visualization varies in its options and settings, but there are some basic principles that apply to all or most visualization types.
A data source is the specific response information you want your visualization to display, whether it be the dates responses have been recorded or the answers from a survey question. There are three main types of data sources you can represent in a visualization: survey metadata, question answers, and Embedded Data. Depending on the particular type of information you select, you’ll have different visualizations available to use.
Survey metadata is information automatically collected when a respondent takes a survey. Survey metadata fields include the following:
- Start Date: The date and time the survey was started.
- End Date: The date and time the survey was completed.
- Response Type: The type of response collected (Survey Preview, IP Address, Offline App, etc.).
- IP Address: The IP address collected from the respondent’s browser.
- Progress: The percent to which the survey was completed.
- Duration: The number of seconds it took the respondent to complete the survey.
- Finished: The status of the respondent’s survey (true = completed, false = partial).
- Recorded Date: The date and time the survey was recorded in the dataset.
You have many possible options for question types in Qualtrics, and different types of questions will have different options for visualizations. Some question types have only one data source option (i.e., only one way to represent the data), but for other question types you will have additional options. Possible options include the following:
- Text Entry: For Text Entry questions with multiple form fields, you can choose which field you want to display.
- Choices: For questions with multiple statements and choices (Matrix, Rank Order, Slider, etc.), you can choose to display either all the possible choices together or just one particular choice alone.
- NPS®: For NPS® questions, you can view the NPS® groups (Detractor, Passive, and Promoter, all calculated for you) or you can view the actual numeric values (0–10) the question displays to respondents.
Embedded Data is any extra information you’ve recorded in addition to your question responses. These include Embedded Data fields set in the Survey Flow and custom columns added in the Data & Analysis module.
Embedded Data fields don’t have multiple data source options, but the type of data captured in the field can affect what types of visualizations are available.
Qtip: To access the Statistics Table and Gauge Chart visualizations for Embedded Data set in the Survey Flow, enable variable types in the Embedded Data element options and change the Reportable setting to Ordinal. Note that this must be done before the responses are collected.
For custom columns in the Responses module to access these visualizations, the column type needs to be Numeric.
Additional Standard Options
In addition to setting the data source of a visualization, you have a few other standard options that can be set for most data types.
For some visualizations, you can select the metric (count, percentage, mean, etc.) being displayed. The exact options available will depend on both the particular data source and the visualization type selected.
Depending on the metric selected, you may also control the decimal precision of the value(s) shown.
Sometimes you’ll want to segment, or break up, your visualization data by another question or information field. You can use the Breakout By feature for just that purpose.
You can breakout by any response information option available to you in the Data Source menu. Breakouts based on dates (Start Date, Recorded Date, etc.) have additional grouping options, allowing you to segment by day of the week, month, year, and more.
Every visualization has a Title option where you can set a custom title for your table or graph. To set the title, just select the Title checkbox and enter in the desired content. The title will immediately appear above the table or graph.