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Text iQ in CX Dashboards

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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.

Qtip: To use Text iQ in a dashboard, the dashboard user must belong to a role with Edit Dashboard enabled.
Attention: In order to analyze text in different languages, you’ll need to pull in the UserLanguage field before visiting Text iQ for the first time. This will help ensure that Text iQ will map the correct language to your topics and responses. For more details, see the UserLanguage section on our Respondent Information page.
Attention: Text iQ in Dashboards are completely separate from Text iQ in surveys. While you can map Text iQ results from a specific Survey’s Text iQ, the Dashboard’s Text iQ is unique in that it allows you to analyze any open-ended field mapped to the Dashboard. This means you can analyze five different surveys’ text responses and report them all in one dashboard!

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.

Button that says Settings and has a gear icon

Text iQ platform. This image highlights the text pane from a dashboard settings page

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

Button that looks like a constellation chart. When hovering a black bubble says analyze in Text iQ. Upper-right of dashboard

Qtip: Not everyone has access to this Text iQ button yet. If you are interested to learn more about this feature, contact your Customer Success Representative.

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.

Text entry questions with their Field Types set 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.

Attention: While Text iQ works the same way in both softwares, they cannot interact with each other. Topics and sentiment analysis that you perform in the Survey Platform do not carry over to CX Dashboards, and vice versa!
  • 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:

Topics and sentiment analysis mapped in the dashboard

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.
Mapping a new field in dashboard data, and pulling open menus to select text analysis fields

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.

Setting a widget's dimensions to topics

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).
A breakdown bar next to a simple table

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

Qtip: Text iQ table and Text iQ bubble chart widgets are only compatible with text analysis performed in the dashboard. Even if you have mapped survey text analysis to your dashboard, it cannot be used in these widgets.