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Mapping CX Dashboard Data

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About Mapping CX Dashboard Data

You can add new fields or edit the automatically mapped fields after adding your first source to your dashboard data. This will edit how the fields appear or function on your dashboards.

Qtip: This page and its FAQs cover how to map fields in Customer Experience (CX) Dashboards. While extremely similar, there are other factors to take into account if you are configuring fields an Employee Experience (EX) dashboard instead. If you are working with an Engagement or Lifecycle project, see Dashboard Data (EX).

Mapping Data Sources

Once you have created your first dashboard, you will be asked to add a source. You will then be able to choose from any surveys (or distributions) you have in your account.

  1. Click on the dashboard settings gear.
    Button that says Settings and has a gear icon
  2. In the Dashboard Data section, click Add Source.
    Adding a source inside the dashboard Settings
  3. Choose from a list of surveys.
    Qtip: To import data into your dashboard from a CSV, see the Importing a CSV as a Dashboard Source support page.
  4. Decide what data should be included in the mapping. This is a great way to prevent excess fields you don’t plan on using from being added to your mapper.
    Window with lists of fields you can select or deselect

    Example: You can use the checkbox to deselect all Metadata – this will remove fields like Response Type and Finished. If you see yourself using some, but not all metadata, you can deselect Metadata and then individually select the ones you want.
    Selections as described
    Attention: Derived Data are any custom fields or scoring categories you’ve created in your source project. Note that unlike regular dashboard fields, derived data cannot be updated by only unmapping and remapping the field. Instead, to update a derived data field, you must unmap and remap the entire data source.
  5. Click Add.
    Qtip: Any fields you exclude by accident, you can add back in later.
  6. Data will be mapped according to your choices.
    Data mapped and ready to save
  7. Click Save.

Dataset Utilization Limits

Our data platform imposes a limit on the number of times a single data source can be used in active datasets.  Currently, a single data source can only be in 50 active datasets to guarantee timely data processing. For external data, the limit is 5 active datasets. These limits are subject to change over time as our platform and features grow.  If your datasource reaches this utilization limit, an error dialog is displayed while adding the source in the data mapper or copying the dashboard.

the error message received after trying to use a data source in more than 50 active datasets

Qtip: For example, a survey used in two dashboards creates three active datasets (1 for data & analysis in CoreXM, 2 for dashboards CX). An active dataset is a dataset that has been accessed within 30 days.

 

Adding New Fields

  1. Click on the dashboard settings gear.
    Button that says Settings and has a gear icon
  2. In the Dashboard Data section, click on the Add Field button.
    Add Field button lower-left, new field pops up above that looks blank
  3. Provide or update a name for your field.
    Qtip: Updating the field name will not affect your survey and will only be visible within CX Dashboards.
  4. Select the field type.
    Qtip: Field types define the type of data mapped into the field and consequently determine which widgets will be available for each field. If you don’t see your desired field name when selecting the source of a widget, you may need to change the field type or use a different widget. Be aware that changing Field Types can break widgets on any Dashboard using the affected fields. As such, we often recommend adding a new field that maps to the same question rather than editing the field type or field mapping of existing fields (e.g., you may have a Text Set field for a NPS group as well as a separate Number Set field for a NPS value).
  5. Click on the Not Mapped box.
  6. Choose the field mapping of the question or embedded data field that will populate the field.
    Question and Embedded Data dropdown list
  7. Click on the Save button at the bottom right.
Qtip: Hover over a field to see the move icon. You can use this to drag and drop the field around your mapper.
move icon looks like 6 dots

Managing Multiple Sources

After adding in your first data source, you can click on the Add Source button and select a different survey to add additional sources.

add source button in blue on upper-right

Additional data sources will not be automatically mapped, so you will need to map their fields manually. While you can map as many data sources as you want into your Dashboard Data, you cannot map the same survey or data source twice. After adding in an additional data source, you can either merge data from both sources into the same field or keep the data separate.

  • To keep your data separate, make sure that you only have one source mapped on each row.Example of only one source mapped on each row
  • To merge data into the same field, map both sources on the same row of the field you want to merge. In order for this to work properly, make sure that the fields you are merging are extremely similar (e.g., two NPS questions, two open ended comment questions, etc.).
    Example of merging sources on same row

    Qtip: You should only merge similar questions to the same field. For example, if two surveys use 7-point satisfaction scales, then it is fine to merge both questions in the same field. However, you shouldn’t merge a 7-point satisfaction scale question with an 11-point NPS question.

Merging, Mapping, & Unmapping Fields

Unmapping a field is as simple as clicking the X to the right side of the field. Subsequently, the field will be grayed out.

Unmapping

To map a field, click the down arrow to the right of any Not Mapped item. This will open a list of choices that will allow you to map to the appropriate field type.

Not mapped example

The field type and the question type must be compatible. In this case, the Country field should be mapped to the survey question pertaining to countries.

Remapping country

Qtip: See the Field Type Compatibility page for which field types you should choose for each type of question.

Merging vs. Separating Multiple Fields

You can merge data from multiple sources into the same field or keep the data separate. For example, you may want data from CSAT questions in two different yearly surveys to show up in the same widget, but want to separate your 2016 CSAT from your 2017 NPS score.

  1. Merge data into the same field by mapping both sources on the same row of the field type you want to merge.
    Merging data example
  2. Separate your fields by making sure you only have one source mapped on each row.
  3. You should only merge questions if their data is in a similar format, and you are planning on mapping them with the same field type. In the example below, the NPS scale can only be Number Set for both sources; it cannot be mapped to two different field types on the same row. But this is fine, since NPS score is numerical data that suits the Number Set format.
    Number set mapping example

    Warning: A Number Set is best for scale-point questions such as NPS (0-10) or Likert scales (1-5).  However, you shouldn’t merge a 7-point satisfaction scale question with an 11-point NPS question.
  4. When mapping a second data source, you will only be presented field types that match the current selection (i.e., Text Set questions). Choose and map from among the matching questions in the second source.
    Mapping a second data source
Qtip: The data mapper does its best to guess the most compatible fields, but these selections may not be perfect. If you feel the wrong options are being offered here, click Show All to see more.

Deleting Fields

Once you delete a field, the action cannot be undone. Additionally, deleting fields can break widgets that are using the field you wish to delete. Please use caution when deleting any fields.

  1. Click on the X to the left of the field you want to delete.
    Delete button to the left of fields
  2. Confirm that you want to delete the field by selecting Delete Field.
    Delete Field button in red

Additional Options

Once you’ve added your sources, you can use the Dashboard Data tab to for advanced editing purposes like recoding your data or determining a field’s name and datatype.

To learn more about advanced editing in the Dashboard Data tab, please see the following pages:

Fields

Advanced Field Types

FAQs