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.
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.
Before a Text iQ table widget can be generated, it needs to have dashboard Text iQ data.
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.
The following columns can be added and removed as desired:
- 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.
- Topic count 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.
- Relative Importance: The relative importance (weight) of a topic for a given score. This field allows you to visualize how certain topics influence business metrics such as NPS. For more information about the statistics behind calculating relative importance, see this support page.
Qtip: If using the relative importance field, you must use 20 or fewer text topics. The widget will choose 20 topics automatically if there are more than 20 topics. To change the selected topics, click the Exclude button while editing the widget and then select the topics you would like to include. See the excluding topics section for more information.Attention: After adding the relative importance column, it may take up to 20 minutes for the calculation to complete. This column will recalculate if you collect new responses or make changes in Text iQ. When calculating, the relative importance column will show a loading message while the rest of the widget will load as normal. Note that newly collected responses will be on a small delay of five to ten minutes before they’re incorporated in the relative importance calculation.
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.
Adding New Columns
- To add a column, click Add new column.
- If desired, add a label for the column. If you leave this field empty, the column type will be the name.
- Choose the column type.
- 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.
- Click Save.
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.
Click the name of the column in the widget editing pane and select Delete Column to remove it from the widget.
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.
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.
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.
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).
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.
If you’d like to hide or remove specific topics from the widget,
- Under Topics, click Exclude.
- Deselect any topics you don’t want to include in the widget. You can use the search to locate specific topics.
- 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.
To remove custom sorting, click Reset to default.
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).
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.