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Field Types & Widget Compatibility (CX)

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About Field Types & Widget Compatibility

In CX Dashboards, every field needs to be assigned a Field Type. Field types help specify the type of data mapped into the field and consequently determine which widgets the field can be added to.

Field Types

NUMBER FIELD TYPES

Use a number field type when the data is exclusively numeric.

  • Numeric Value: A number field that has a very large or infinite set of values (e.g., any number between 0 and infinity).
  • Number Set: A number field that has a finite set of values (e.g., the set of numbers from 0 to 5). Typically used with scales, such as the Likert 1-5-point scale.
  • Date: Customized calendar date fields.
    Qtip: You can collect date data in any format you want – you just have to tell your dashboard how to read it. For more information, see Date Field Format.

TEXT FIELD TYPES

Text types are used to map text entry responses or for labels in non-text entry questions.

  • Text Value: A one-to-two-word text field that has a very large or infinite set of values. Used for open-ended form questions such as asking for names or email addresses.
  • Text Set: A one-to-two-word text field that has a finite set of values. For example, instead of using a scale from 1-5 in a Number Set Field Type, mapping the labels “Dissatisfied” to “Satisfied” to Text Set widgets.
  • Multi-Answer Text Set: Multiple select questions that ask respondents to check all items that are applicable to them.
  • Open Text: Longer blocks or strings of text, such as a request for open-ended feedback.
Warning: When filtering on Number Set or Text Set fields, the filter will display a maximum of 5,000 values.

Assigning Field Types

Now that you know the difference between all the field types, it’s time to assign them to your dashboard fields.

Qtip: Changing the field type can break widgets using that specific field on any dashboard, so edit with caution. For example, if you set an NPS Question to a Number Set in Dashboard Data and map it to a Gauge Chart Widget in your Dashboard, and then go back to Dashboard Data and change the definition to be a Text Set, your Gauge Chart Widget in your Dashboard will break.
  1. Open a dashboard and click the gear to visit its settings.
    Top of the dashboard in the center is a gear
  2. Make sure you’re in the Dashboard Data tab.
    Dashboard Data is open at the top-left; scroll down to find a field
  3. Find the field you’d like to edit.
  4. Under the Field Type column, click the label to edit it.
    Click on multi answer text set. Select field type
  5. The list of Field Type choices will appear.
Qtip: For more on mapping fields, see Mapping CX Dashboard Data and the CX Dashboard Overview.

Table: Field Type & Widget Compatibility

The table below will explain what widgets each field type is compatible with, as well as where the field type can be added. For example, Simple Charts allow you to add X-Axis Dimensions in addition to Metrics like Count or Average. The type of data you can use in your Metrics isn’t the same as the type of data you can use in your X-Axis Dimension.

Qtip: The items indicated by asterisks ( * ) are Metrics that can be used in the following widgets: Simple Chart, Gauge Chart, Number Chart, Pie Chart, Simple Table, Multiple Source Table, Pivot Table, and Map View.

Numeric Value Number Set Date Text Value Text Set Multi-Answer Text Set Open Text
Filters on Metrics* Yes Yes Yes Yes Yes Yes Yes
Average* Yes Yes No No No No No
Minimum/Maximum* Yes Yes No No No No No
Sum* Yes Yes No No No No No
Net Promoter Score* Yes Yes No No No No No
Correlation* Yes Yes No No No No No
Top/Bottom Box* Yes Yes No No No No No
Simple Chart (X-Axis Dimension) No Yes Yes No Yes Yes No
Simple Chart (Data Series) No Yes Yes No Yes Yes No
Star Rating (Source) No Yes No No No No No
Breakdown Bar (Dimension) No Yes Yes No Yes Yes No
Simple Table (Row Dimension) No Yes Yes No Yes Yes No
Simple Table (Columns) No Yes Yes No Yes Yes No
Record Grid (Columns) Yes Yes Yes Yes Yes Yes Yes
Pivot Table (Row Dimension) No Yes Yes No Yes Yes No
Pivot Table (Columns) No No Yes No Yes Yes No
Breakdown Trends (Field) No Yes No No Yes Yes No
Scatter Plot (X/Y Axis) Yes Yes No No No No No
Pie Chart (Dimension) No Yes Yes No Yes Yes No
Trend Chart (Field) Yes Yes No No No No No
Breakdown Table (Source) Yes Yes No No No No No
Breakdown Table (Rows) No Yes No No Yes Yes No
Multiple Source Table (Source) Yes Yes No No No No No
Key Driver (Outcome Metric) Yes Yes No No No No No
Key Driver (Potential Drivers) Yes Yes No No No No No
Response Ticker (Content) No No No No No No Yes
Response Ticker (Primary/Secondary Label) No No No Yes Yes Yes No
Response Ticker (Ticker Value) Yes Yes No No No No No
Word Cloud (Text Source) No No No No No No Yes
Map View (Location Dimension) No Yes Yes No Yes Yes No

Qtip: The items indicated by asterisks ( * ) are Metrics that can be used in the following widgets: Simple Chart, Gauge Chart, Number Chart, Pie Chart, Simple Table, Multiple Source Table, Pivot Table, and Map View.

Compatible Survey Platform Features

Data collected with the following Survey Platform features can be mapped to CX Dashboards:

Unsupported Survey Platform Questions & Features

Data collected with the following Survey Platform features cannot be mapped to CX Dashboards:

Qtip: Scoring values are not directly compatible with CX Dashboards. However, you can save the scoring value as an Embedded Data field in the Survey Flow so that the field could be mapped into the dashboard via Embedded Data instead.