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Response Weighting in CX Dashboards

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About Response Weighting

Response weighting allows you to establish alternate weightings for your dashboard data so that your dashboards are based on a desired distribution, rather than the actual distribution. This can help you correct your data for under-surveyed populations that you want to represent appropriately. Qualtrics will automatically determine how to weight each response and correct your widgets as new data comes in. This means you only need to set up your weighting once per dashboard data mapping.

Setting Up Response Weighting

  1. Map your dashboard data sources.
  2. Go to the settings of a CX Dashboard and select Response Weighting.
    Response Weighting tab in dashboard Settings
  3. Click Create new scheme.
  4. Follow the steps under Adding Weights. Although this linked page is for weighting in a survey, the functionality is exactly the same as in CX Dashboards.
Qtip: When a new answer is added to a weighted variable, this answer is automatically assigned a weight of 0. This means it will be excluded from any weighted calculations until you designate a weight for it. Additionally, assigning a weight of 0 to any answer will remove it from calculations.

Currently, you cannot export your calculated weights for raked weighting.

Weighting Multiple Variables: Raked vs. Interlocked

For an explanation of how the different types of weighting work, see Weighting Multiple Variables: Raked vs. Interlocked. Although this content is on a survey support page, the functionality is the same in CX Dashboards.

Using Time as a Dimension

If you end up using a date data field type as a dimension, you will be prompted to choose the time periods you want to group the weighting by. For example, in the screenshot below, we choose Start Date, and then can choose between day, week, month, quarter, or year.

Add variable, shows expansion of menus through the described steps

After saving your choices, CX Dashboards will automatically create groups for your time periods. You can then add weights to these periods just like you would for any other dimension.

Variable split into months, so we see the options are March 2020, April 2020, et cetera

Setting Widgets to Use Weighted Data

After setting up your response weighting, you can configure widgets to use the weighted values by editing the metric of the widget.

In the widget editing menu view, when you select the metric, there is a checkbox that allows you to toggle between weighted and unweighted response data. Note that this will only work for widgets that are using numeric data.

Weighted checkbox under Source tab in widget editing pane

Exporting & Importing Weights

Attention: Currently, only interlocked weights can be imported and exported.

You can export your weights from Qualtrics and edit them outside of the platform. You can then re-import these weights for them to take affect in your CX Dashboard.

To learn more, see Exporting & Importing Weights. Although this content is on the survey support page, this functionality is the same as it is in CX Dashboards.