Qualtrics Platform
Customer Journey Optimizer
XM Discover
Qualtrics Social Connect

Managing All of Your Dashboard Datasets (CX)

Qtip: This feature is not yet available to all customers. If you’re interested in this feature, please reach out to your XM Success Representative. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.

About Managing All of Your Dashboard Datasets

The Data page lets you see all of the datasets ever created for your CX and BX dashboards. On this page, you can create new datasets, see where every dataset is being used, and manage your datasets.

Qtip: To access the Data page and create dashboard datasets, you need the Use CX Dashboards permission.

Attention: This feature does not include any EX dashboard datasets, such as engagement, lifecycle, pulse, or ad hoc employee research projects.

Qtip: Confused about what datasets are vs. data sources? Not sure how to tell the data mapper and modeler apart? Learn more about these and more key terms.

Viewing Datasets

For every dataset you’ve created, you can see:

Name
Number of sources
Date created
Date modified

You can sort datasets by name, date created, and date modified.

Use the search bar to find datasets by name.

Qtip: Dashboard datasets you created before the Data page was enabled in your organization will also appear on this page. These datasets are named after the dashboards they belong to.

Finding Dashboards Connected to Datasets

Attention: Right now, each dataset can only be used in 1 dashboard.

You can see how each of your datasets are being used. This can help you understand the impact of dataset edits before you make them.

Click the 3 dot menu next to a dataset.
Select Lineage and Usage.
On the right, you’ll see:
- The number of sources and their names.
- The name of the dataset itself that all the sources belong to.
- The dashboards the dataset is being used in, including the name of the dashboard project that it belongs to.

Qtip: You can click a dashboard’s name to go directly to the dashboard.

Editing the Dataset Name and Description

Qtip: On this menu, you can also view the date your dataset was created and the date it was last modified.

Click the 3 dot menu next to a dataset.
Select Details.
Enter a Name.
Enter a Description.
Click Save.

Viewing Dataset Fields

Qtip: This section explains how to look at a list of all of the fields in your dataset. To edit those fields, see Editing a Dataset.

Click the 3 dot menu next to a dataset.
Select View Fields.
Field names and types will be listed to the right.

Editing a Dataset

Click the 3 dot menu and select Edit to edit your dataset.

For information on editing datasets and their sources, see Creating a Dashboard Dataset.

For resources on editing fields, see pages on either Data Mapper (CX) or Data Modeler (CX).

Deleting a Dataset

Attention: Make sure to consider the impact on your dashboards before you delete a dataset. You will not be able to delete datasets that are actively being used unless you remove the dataset from those dashboards or delete those dashboards first.