Matrix Statements in a Single Widget

Suite
Customer Experience Employee Experience Strategy & Research
Product
Qualtrics
What's on this page

About Viewing Matrix Statements in a Single Widget

Matrix table questions are useful for asking about multiple items in one question. And if you’ve asked these questions together, you probably want to report on their data in the same widget. This page outlines how to view all of the statements of a single answer matrix table into one horizontal bar widget.

A matrix table in the Survey builder
A matrix table in the Survey builder

A stacked chart widget with multiple rows representing the Matrix Table data
A stacked chart widget with multiple rows representing the Matrix Table data
Qtip: The example we use on this page is a matrix table with a 5-point scale, but the steps can be modified for whatever number of scale points you have.

Mapping the Matrix Table into Your Dashboard

Go to your dashboard’s dataset.
lower-left of dashboard data tab is the add field group button
lower-left of dashboard data tab is the add field group button
Click Add Field Group.
Name the field group something like Matrix.
Add field group window appears with the following fields and an apply button in lower-right
Add field group window appears with the following fields and an apply button in lower-right
Set the field type to Measure Group.
Click Add Field Group.
Click on the dropdown that says Not Mapped, select your Matrix Table from the list of survey questions in the dropdown, and select Map all.
Clicking light grey not mapped dropdown results in list of survey questions. Highlight over matrix question to find map all option
Clicking light grey not mapped dropdown results in list of survey questions. Highlight over matrix question to find map all option
Click Save.
The matrix statements are each their own field mapped under the field group you just made. Save is lowermost right of screen
The matrix statements are each their own field mapped under the field group you just made. Save is lowermost right of screen

Creating the Horizontal Bar Chart

Go back to your dashboard by clicking the arrow next to Settings.
left facing arrow button upper-left of settings page
left facing arrow button upper-left of settings page
Click Add Widget.
On the dashboard, the add widget button is clicked and the horizontal bars option
On the dashboard, the add widget button is clicked and the horizontal bars option

Select Horizontal bars.
Qtip: You need to be in editing mode to create a widget. To get into editing mode click the pencil icon in the top-right. If it says Done Editing, then you are already in editing mode.
Under Metrics, click Add.
Widget editing pane open to left. Metrics section, then Y-axis section
Widget editing pane open to left. Metrics section, then Y-axis section

Qtip: Only add one metric for now. If more than one metric is added, the y-axis will no longer be an available option and you will not be able to complete the next step. Additional metrics will be added later.
Under Y-axis, click Add, then select Matrix.
Under Metrics, click Add 4 more times to add the remaining 4 metrics.
Metric button highlighted. Five counts total listed on the widget editing pane
Metric button highlighted. Five counts total listed on the widget editing pane
Qtip: The example we use on this page is a matrix table with a 5-point scale, but the steps can be modified for whatever number of scale points you have. For example, for a 6-point scale, you’d have 6 metrics total.
Click one of the metrics.
Count is clicked, opening option to change the metric to top bottom box
Count is clicked, opening option to change the metric to top bottom box
Under the Metric dropdown, select Top Box / Bottom Box.
Change the Label to a scale point.
Qtip: We recommend going in order from lowest to highest. (E.g., Extremely dissatisfied, somewhat dissatisfied, neither satisfied nor dissatisfied, somewhat satisfied, and then lastly, extremely satisfied.)
Change the Box Range for each metric according to the following:
  • Extremely dissatisfied: Change the Box Range to 1 to 1.
  • Somewhat dissatisfied: Change the Box Range to 2 to 2.
  • Neither satisfied nor dissatisfied: Change the Box Range to 3 to 3.
  • Somewhat satisfied: Change the Box Range to 4 to 4.
  • Extremely satisfied: Change the Box Range to 5 to 5.
    Qtip: The example we use on this page is a matrix table with a 5-point scale, but the steps can be modified for whatever number of scale points you have. For example, for a 6-point scale, you’d have 6 metrics, and the sixth metric’s box range would be 6 to 6.
Select Options.
Metric window still open, switched from Metric to Option tab
Metric window still open, switched from Metric to Option tab
Under Format, select Percent.
Complete steps 7-12 for each metric.
Go to Display.
Display tab of the widget editing pane
Display tab of the widget editing pane

Expand Data values.
Select Show data values.
Go to Chart styles.
Stacked chart setting
Stacked chart setting
Selected Stacked chart.
If needed, you can adjust the chart’s colors and the order of items under Legends.
Legend color options
Legend color options

Qtip: If your data values are not appearing, make the widget larger.

Qtip: Vertical bar charts are compatible with the same settings. To switch, all you need to do is change the topmost dropdown to Vertical bars, and all your settings will be applied automatically.

Vertical bars with percentages on them
Vertical bars with percentages on them

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