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Text iQ Table Widget (CX)

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About the Text iQ Table Widget

The Text iQ table widget allows you to report on the sentiment for each of your text topics in an easy-to-read format that comes with a handy legend along the bottom. You can even include parent topic-level sentiments.

Attention: This widget type is currently not available for all licenses. To check if your license’s configuration is compatible with this widget type, contact your Customer Success Representative.
Attention: This page is about the use of Text iQ table widgets directly inside a CX Dashboard. You must have access to Text iQ in CX Dashboards to use this widget.

Dashboard Text iQ Setup

Before you use the Text iQ table widget, make sure you have the appropriate Text iQ data set up in your dashboard.

Mapping Initial Dashboard Data

When adding a feedback source, whether it’s survey data or an imported CSV, make sure you change the feedback questions to the Open Text field type.

Mapped open text field

Text iQ

Before a Text iQ table widget can be generated, it needs to have dashboard Text iQ data.

  1. Enter your dashboard’s Text iQ.
    Text analysis button in upper-right corner of dashboard
  2. Create topics.
    Text iQ open in dashboard settings
  3. Apply changes.
Qtip: Text iQ table 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.

Column Configuration

You can customize the columns in your Text iQ table, choosing what information you feel is important, the timeframes of comparison, and even deciding how it’s labeled.

Qtip: Topic names and the count of how many responses appear for each topic are always included, by default. Remember you can hide individual topics you don’t want to display or limit which topics are included by response count.

The following columns can be added and removed as desired:

Columns in order that they are listed below. Most are lists of text or numbers, but the sentiment column has colorful, blocked bars to visually represent the data

  • Sentiment: A bar for each topic that is segmented into the sentiments respondents expressed for that topic. The size of each segment is determined by the percentage of respondents who matched that sentiment. If you hover over the bar, you can see this exact value.
    Qtip: Remember you can adjust the colors used to indicate each type of sentiment.
  • Volume change: The change in the proportion of responses tagged with each topic. Represented as a percent of increase or decrease. This is calculated by taking the proportion (percentage) of responses from the earlier time window and subtracting it from the later time window.
  • Sentiment change: The change in sentiment score for each topic. If the sentiment hasn’t changed for that particular topic, there will be a dash instead.

Arrows are used to indicate the direction of the change for volume and sentiment. If a change column shows zero ( 0 ), that means there was no change. If a change column shows a dash ( – ), that means there is no data to display.

Qtip: If the Volume Change is downward, that means there were fewer (and perhaps no) responses for that particular topic. That means there may be no Sentiment Change for that corresponding column.

Adding New Columns

  1. To add a column, click Add new column.
    Double-clicked widget with editing panel open to right; clicking add column button opens a menu to the immediate left of the button with the described fields
  2. If desired, add a label for the column. If you leave this field empty, the column type will be the name.
  3. Choose the column type.
  4. If you chose volume or sentiment change, you will now select the timeframes being compared. By default you can choose last week or last month, or you can choose to customize the timeframe with exact dates.
    Selecting "custom" under "compare with" adds more date options
  5. Click Save.
Qtip: You can click on a column in the widget editing pane to rename it or change the timeframe.

Specifying the Date Used in Change Columns

Any volume or sentiment change columns you include in the widget will operate off of the same date field. To specify what date field you want to use, use the Compare date field dropdown.

Select Date field appears in widget editor just below where you select the columns themselves

Deleting Columns

Click the name of the column in the widget editing pane and select Delete Column to remove it from the widget.

Column name clicked in widget editor, delete option has red text and is listed to left of save button

Reordering Columns

You can change the order that your columns appear in your widget. Hover over a column in the widget editing pane and click the icons to drag it.

Hovering over column name shows dotted button that can be clicked and dragged

Widget Customization

Hide Parent Topics

If you built out topic hierarchies, then you have parent (top-level) topics included in your analysis. If you’d like to exclude parent topics, select Hide Parent Topics.

Display Options can be found in the widget editing pane to the right of a widget when you click edit or double click into it

Limiting Topics

You can limit the topics displayed in your widget. You can choose whether you want to highlight positive or negative sentiments, and whether you want to limit by count or percentage. Limiting by count compares the number of responses, whereas limiting by percentage compares the the ratio of the sentiments within the topics.

For example, in this screenshot, the three most negative topics are listed in the widget.

"Limit topics by" can be found in the widget editing pane to the right of a widget when you click edit or double click into it

When you limit topics, parent topics will be hidden automatically.

Topic Count Threshold

Topic count thresholds allow you to exclude topics from the widget that don’t reach a specified number of responses.

For example, in this screenshot, only topics with 20 or more responses are listed. The only topics listed are menu (47 responses) and burgers (24).

Topic Count Threshold can be found in the widget editing pane to the right of a widget when you click edit or double click into it

Customize Colors

You can change the colors that correspond to each sentiment to better match the style of your CX program. Choose from a color palette, or enter a hex code.

You can reset your widget’s colors to default settings by clicking Reset to Default at the bottom of the widget editing pane.

Excluding Topics

If you’d like to hide or remove specific topics from the widget,

  1. Under Topics, click Exclude.
    Exclude button in widget editing pane
  2. Deselect any topics you don’t want to include in the widget. You can use the search to locate specific topics.
    Search bar appears, plus list of topics with checkboxes next to them
  3. Click Save when you’re done.

Sorting the Table

Click a column heading to adjust how the table is sorted. You can sort topics by alphabetical, count by lowest or highest, and by sentiment. You can also choose if the rows are sorted by the percentage or count of the respective sentiments.

Clicking the a heading of the widget - such as sentiment - and seeing the menu that expands

To remove custom sorting, click Reset to default.

Qtip: The Topic Bar Chart widget can be exported to PDF or JPG.

Filtering

When you click on a parent or standard topic, you will create a page filter. By default, this filter will act inclusively – this means that any response with this topic will be included on the page. In the screenshot below, even though we are filtering for the “Burgers” topic, we still see 2 “Dessert” responses, because there were at least 2 responses collected with both the “Burgers” and “Desserts” topic tagged.

Once added, these filters can be edited the same way as other dashboard page filters. For example, you can set exclusive filters. If you set an exclusive filter on the screenshot below, only responses tagged “Burgers” and nothing else would appear (e.g., the two responses where “Dessert” was also tagged would no longer appear).

Burgers topic is now in the filter header of the dashboard page. Reset filters button appears on lower-right of the widget

If you want to remove all topic filters added to your dashboard page, you can click Reset filter on the lower-right of the widget.

Qtip: You cannot disable the ability to filter by clicking a topic.