Text iQ in CX Dashboards

About Text iQ in CX Dashboards

Sometimes a study calls for a dashboard that performs more extensive text analysis than a Word Cloud can provide. You may wish to label text responses by topic, or perform analysis on the sentiment (i.e. positive/negative slant) of a comment.

With Text iQ in CX Dashboards, you can perform these analyses and display them in your widgets, just as you would with any other variable.

Navigating to Text iQ in Dashboards

There are two ways to find Text iQ in a CX Dashboard. Regardless of which method you use, each will show the same text analyses you’ve conducted in the dashboard previously.

The first option is to go to the settings page of your dashboard, and select the Text tab.

The second option is to click the Text iQ button at the top of the page.

Mapping Text Entry Questions

Before you start performing text analysis, you need to make sure your text entry questions are mapped correctly.

In your Dashboard Data Settings, make sure you’ve set your text entry questions to Open Text.

If your dashboard has multiple sources mapped to it, it is okay to not have data mapped to the Open Text field for each of your sources.

Text Analysis Capabilities

Text iQ has the same capabilities in the Survey Platform as it does in CX Dashboards. Below is a series of links to the Survey Platform pages, complete with step-by-step instructions.

• Text iQ Functionality: Navigating Text iQ, saving changes, and the spellcheck and lemmatization capabilities.
• Topics in Text iQ: How to create and manage Text iQ topics. Also includes how to build complex searches.
• Sentiment Analysis: How to edit and perform sentiment analysis.
• Widgets in Text iQ: How to read and manage the widgets that appear directly inside Text iQ. Note that these are not necessarily widgets that can be used in the CX Dashboard’s pages.

Mapping Topics and Sentiments

When you start performing text analysis in CX Dashboards, the topics and sentiments will map onto your dashboard automatically and be assigned the best field type for their data. These fields include:

• Sentiment
• Sentiment Score
• Sentiment Polarity
• Topics
• Parent Topics
• Topic Sentiment Label
• Topic Sentiment Score

You can rename these fields as needed. You will not be able to delete them, change the field type, or change the mapping. By default, the field names include the name of the Open Text field being analyzed and the name of the specific text analytics. For example, “Movie Feedback – Sentiment.”

Qtip: Would you like to map topics and sentiments created in your survey’s text analysis? These are also pulled in automatically when you map data, but only if survey text analysis was performed before you mapped data to your dashboard. To add these to your dashboard data, create a new field and select Embedded Data when you map it. Under this menu, you’ll find the survey sentiments and topics.

Adding Text Analysis to Widgets

To add your text entry question’s topics or sentiments as a source, metric or dimension in a widget, look for the question text with “- Topics” or “- Sentiment” at the end.

Example: Here, the text topics have been selected as the dimension in the breakdown bar (left) and as the rows of a simple table (right).

There are also widgets made especially for text analysis performed in CX Dashboards. See Text iQ Table Widget and Text iQ Bubble Chart Widget.

FAQs