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Recoding Dashboard Fields (CX)

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About Recoding Dashboard Fields

CX Dashboards allows dashboard editors to recode Text Set, Multi-Answer Text Set, and Number Set data under the Dashboard Settings. Recoding allows you to group data or change how it appears in CX Dashboards widgets – for example, by conveniently shortening how choices are labeled, and changing text to numbers.

Qtip: Recoding values in CX Dashboards does not affect your data in the Survey Platform.

Recoding Fields

Qtip: The default Recode Editor appears for the following field configurations:

  • Text Sets that did not originate as open-ended fields (e.g., no Text Entry questions).
  • Number Sets that did not originate as open-ended fields (e.g., no Text Entry questions).
  • Multi-Answer Text Sets that did not originate as open-ended fields (e.g., a Multi-Answer Multiple Choice question).
  1. In your Dashboard Data settings, click on the recode value gear.
    Blue gear sticks out on a mapped field in the data settings
  2. Use the Recode dropdown to make sure the right answers are aligned, or to exclude the option from analysis. If an option is excluded from analysis, it will be hidden and ignored in the dashboard. For example, marking a field as exclude from analysis will remove the field from metric calculations, dashboard exports, widgets, etc.
    Recode Editor window with dropdowns and a mange labels button bottom left

    Qtip: Note that the recode values are limited to the Field Type that you have designated. For example, if you want to recode NPS scores to NPS groups, the Field Type must be Text Set instead of a Number Set because the Recoded Values will be text instead of numbers.
  3. Click Manage Labels.
  4. Here, you can change the spelling and wording of options’ labels.
    Manage Labels window
  5. Click Add to add a new option and label it.
  6. Click the X next to an option to remove it.
  7. Click OK.
  8. Click Apply to finish recoding.
    Green apply in lower-right
  9. Click Save.
    Qtip: Only Text Sets, Multiple-Answer Text Sets, and Number Sets can be recoded.

Recoding Open-Ended fields as Text Sets or Number Sets

When you’re mapping an open-ended field to a Text Set or Number Set, you will not see the recode editor described above. Instead, you will see two columns.

Qtip: Open-ended fields include sources such as Text Entry questions, a Text Entry field on a Matrix Table or on other question type, Embedded Data fields, or a CSV file.

Modified recode editor

  • The Source column refers to the exact text of answers provided in the data. For example, if this was a question asking people what material they want their jewelry to be, answers might include “Gold” or “Silver.”
  • The Recode column refers to how you want this data to be labeled when it appears in dashboard widgets.
Qtip: You do not need to add options and recode values if you don’t want to. Data does not have to be recoded to appear in the dashboard; the recode editor just allows you to format the way it will be labeled in your widgets.

Managing Delimiters

When you’re mapping an open-ended field (such as a Text Entry question or an Embedded Data field) to a Multi-Answer Text Set, you have the option to define a delimiter in the Recode Editor. A delimiter is meant to determine the division between different answers entered into an open-ended field. For example, if you’ve asked respondents to list the names of their children separated by commas, then the delimiter would be a comma.

  1. In Dashboard Data, click the Recode Editor gear.
    Image showing how to access the recode editor in dashboard data
  2. Click the icon with a pencil to choose a delimiter.
    Image showing how to access the delimiter editor
  3. Use the dropdown menu to select a delimiter.
    Image showing how to change the selected delimiter
  4. Click Apply to save your changes.

Importing Recode Values

The Recode Editor allows you to import recode values into your mapped fields. This is useful if you have many values you’d like to recode, or if you’re recoding the same field across multiple data sources.

  1. In your Dashboard Data settings, click the recode value gear.
    image of the dashboard data settings with the recode editor gear highlighted
  2. Click More Options.
    image of the more options button in the recode editor
  3. Click Import Recodes.
    image of the "import recodes" button in the recode editor
  4. Download the Example CSV file. This file contains the current recode values for your field.
    image of the "Example CSV" button in the recode editor
  5. Open the CSV file on your computer and define your recode values.
    image of a CSV file opened in mircosoft excel for defining recode values

    Qtip: If you leave a recode value blank, the answer choice will recode as Exclude From Analysis.
  6. Click Browse files and select the CSV file.
    image of the import recodes screen for uploading a recode file
  7. Click Apply.
  8. Double check that your fields are recoded properly.
    image of the recode editor
  9. Click Apply to finish recoding.
  10. Save your changes.

Grouping Fields

One of the most common use cases for recoding values is to group similar choice options together. For example, all NPS questions are rated on a scale from 0-10, and from this scale respondents are grouped into Detractors, Passive, and Promoter customers.

Below, we’ll go through the steps of how to implement a similar example.

  1. There is a source for each of the scale points, from 0 to 10.
    recode editor with nps question inside
  2. Click Manage Labels.
  3. There are three labels listed here because there are only three customer groups we want to focus on (Detractor, Passive, Promoter).
    Manage Labels

    Qtip: Remember that if needed, you can click Add to add another field, or X to remove one.
  4. Click OK.
  5. Use the dropdowns to assign groups to the scale points.
    Recoding values

Cleaning Up Data

Another use case for recoding values is for cleaning up and consolidating inconsistent data. For example, if some of your values for a single embedded data field are “G” and some are “Gold” and some are “gold,” CX Dashboards will interpret these as 3 different values. You can correct or group these inconsistent values by recoding them all to “Gold.”

Standardize responses in Recode Editor

Alternatively, if your embedded data field had values of “G,” “S,” and “P,” you may want to recode them to be “Gold,” “Silver,” and “Platinum” to make them clearer to users.

Rename Embedded Data Fields in Recode Editor

Multi-Mapping Editor

When you’ve added multiple sources to your dashboard, there is an additional recode editor that makes mapping the same fields across multiple sources much easier.

double gear that appears when you highlight over a field name

Field Mapping Tab

Using the blue dropdowns, you can choose the field from each source that should correspond to the same dashboard field.

Field Mapping tab has two blue dropdowns

Qtip: Click the X to remove a mapping.

Recode Tab

Here, you can ensure the recode values are the same for each field being mapped together.

  1. Choose the option you want to edit from the Source section. This is the field value or survey question choice.
    Recode mapper open
  2. For each source, either select the corresponding value, or choose to exclude from analysis.
  3. Click Manage Labels.
  4. Change what the label should be for each available option, or add more labels that can be mapped across your sources.
    Manage labels window over