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Matrix Statements in a Single Widget

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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 simple chart widget.

A matrix table in the Survey builder

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

  1. In your Dashboard Data tab of your Settings, click Add Source and select the survey name.
    Add source button clicked in dashboard data tab
  2. Click Add Field Group.
    lower-left of dashboard data tab is the add field group button
  3. Name the field group something like Matrix. Add field group window appears with the following fields and a green apply button in lower-right
  4. Set the field type to Measure Group.
  5. Click Add Field Group.
  6. 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
  7. Click Save.
    The matrix statements are each their own field mapped under the field group you just made. Save is green lowermost right of screen

Creating the Simple Chart Widget

  1. Navigate to the dashboard by clicking on the dashboard name in the top-left.
    On the dashboard, the add widget button is clicked and the simple chart option is literally first
  2. Click Add Widget and select Simple Chart.
    Qtip: You need to be in editing mode to create a widget. To get into editing mode click Edit Page in the top-right. If the box in the top-right is blue and says Done Editing, then you are in editing mode.
  3. On the widget editing pane to the right, click the Horizontal Bar icon under Chart Type.
    Horizontal chart type selected and metric button a little lower than that

    Qtip: You will have to scroll down on the widget options to see all available options.
  4. Click Add Metric. 
    Qtip: Only add one metric for now. If more than one metric is added, the Set X Axis Dimension will no longer be an available option and you will not be able to complete the next step. Additional metrics will be added later.
  5. Click Set X Axis Dimension and select Matrix under Field Group.
    Set x axis dimension clicked, opening a menu where matrix is listed under field group
  6. Click Add Metric four times to add the remaining four metrics.
    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.
  7. Click on Count and, under the Metric dropdown, select Top Box / Bottom Box. Complete this step for each metric.
    Count is clicked, opening option to change the metric to top bottom box
  8. Change the Box Range for each metric according to the following:
    Naming the metric and setting the right box range

    • First metric: Change the Box Range to 1 to 1.
    • Second metric: Change the Box Range to 2 to 2.
    • Third metric: Change the Box Range to 3 to 3.
    • Fourth metric: Change the Box Range to 4 to 4.
    • Fifth metric: 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.
  9. Change the Label on each metric to the match the appropriate matrix question scale point.
    Example: In the example on this page, 1 to 1 is Extremely satisfied, 2 to 2 is Somewhat satisfied, 3 to 3 is Neither satisfied nor dissatisfied, 4 to 4 is Somewhat dissatisfied, and 5 to 5 is Extremely dissatisfied.
  10. Under Display Options, select Show data values.
    With the aforementioned options enabled in the widget-editing-pane to the right, we see the widget looks like the final version previewed at the top of the support page
  11. Click No under Stack Chart to change it to Yes.