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Building Widgets (CX)

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Various Widget Types

Widgets dynamically present data in graphs, charts, and tables.

Widgets in a dashboard

There are over 20 widget types, broken out into five categories in the widget selection menu:

  • Chart: Insert plots and graphs.
  • Table: Show tables and grids.
  • Analysis: Identify relationships with key driver correlations.
  • Static Content: Add images and fixed text.
  • Other: Display open-ended text, region selections, and distribution data.

Available widget types

Learn More About Widget Types

To learn the details for each widget type:

  1. Open the Widgets section on the Support Site menu to the left and choose a widget type from the list.
    Navigating widget pages in the hierarchy
  2. Enter the name of any widget type in the search bar.
Qtip: For ticket reporting, visit the Ticket Reporting page.

Adding Widgets

To add widgets to any dashboard page:

  1. Click Edit Page.
    Selecting the edit page button
  2. Click Add Widget.
    Available widget types
  3. Select a widget type.
Attention: You may have up to 100 widgets on a single page.

Editing Widgets

While every widget type is unique, a few basic editing features can be demonstrated with a simple breakdown bar.

To edit a widget:

  1. Click Edit Page. The Edit Page button will turn into the Done Editing button.
    Edit Page button in white on left, Done Editing button in blue on right
  2. Select the widget you wish to edit.
  3. Click the widget’s Edit icon.
    Enabling editing on a widget
  4. The widget editing pane will appear to the right of the widget.
    Viewing the widget editing pane

Titles & Descriptions

To add titles and descriptions:

  1. Click the Title box to name a widget. If you don’t want a title, clear the entry box.
    Editing widget titles and descriptions
  2. Use the justification button to justify your title (left, center, or right).
  3. Add a Description that appears when a viewer hovers over the information ( i ) icon.
  4. Click the checkbox to Show [the total] number of responses in the dataset.

Labels & Colors

To change colors:

  1. Pick the color swatch next to any label.
    Editing widget labels and colors

    Qtip: You may need to expand a section, such as Axis Values or Legend Values, in order to see the color options.
  2. Choose a new color from the palette.
  3. Uncheck the label for any bar you wish to eliminate from view (e.g., Yearly has been removed).

Filtering Widgets

  1. Select Add Filter to create filters for the selected widget.
    Applying a widget-level filter

    Qtip: To learn the basics of filtering, visit Adding Widget Filters.
  2. In the When I click a segment section, choose Add a page filter to filter a single bar when you click on it. Click Do nothing to halt this action.
    Bottom of widget editing pane, the option described can be found. Meanwhile, close button is in upper-right of widget
  3. Click Close on the widget when you’re done.

Widget Metrics

Many CX Dashboards widgets require you to pick a metric. The available metrics are:

  • Count: Display response counts from the selected fields (i.e., number of respondents choosing a value in a five-point scale)
  • Average: Exhibit the average value for a selected field.
  • Minimum: Show the minimum value of a selected field.
  • Maximum: Present the maximum value for a selected field.
  • Sum: Pull in the sum of all values for a selected field.
  • Net Promoter Score: Identify the detractors, passives, and promoters from NPS questions.
  • Correlation: Input Pearson’s r value for the correlation between two fields.
  • Top Box / Bottom Box: Display the percentage of responses that fall into a specified range of values.
  • Subset Ratio Metric: The number of people who selected a specific brand divided by the number of respondents aware of the brand. It can be used as an alternative to custom metrics when you are looking to visualize a proportion. See Subset Ratio Metric for more information.
    Qtip: This metric is available on the simple chart and simple table widgets. For these widgets, we recommend using the subset ratio metric instead of custom metrics.
  • Custom Metrics: Include any custom metrics you have created. For more information, visit the page on Custom Metrics.
  • Benchmarks: Any benchmarks you’ve created.
Qtip: Newly added metrics are initially set to Count.

Source Tab

To change a metric’s source and type:

  1. Click Edit Page. The Edit Page button will turn into the Done Editing button.
    Edit Page button in white on left, Done Editing button in blue on right
  2. Select the widget you wish to alter and click its Edit button.
  3. Scroll down the widget editing pane to the Metrics section.
    Changing the metric
  4. Click any current metric (i.e., Count) to edit it.
    Qtip: To add a new metric, click Add Metric. A default Count metric will be added. Click on the new Count metric to make changes as described below.
  5. When the metric settings window opens, choose Source.
    Customizing a metric
  6. Add a name in the Label box.
  7. Click the dropdown icon in the Metric box.
  8. Select a metric type from the menu.
    Choosing a metric type

Options Tab

The Options tab lets you change the displayed decimal places and the numeric style of a metric.

Options Tab in a widget

There are three metric formats:

  • Number: Display the metric as a direct numeric value.
  • Percent: Convert the metric value to a percentage (e.g., 0.10 becomes 10%).
  • Currency: Show the metric as a currency value prefixed by a selected currency symbol (e.g., 50 becomes $50).

Filters Tab

The final tab in the metric settings window is Filters. Under this tab you will have the ability to add filters to your metric.
Filters tab in a widget

Filters on the metric will restrict the data that is represented by the metric on the widget. For example, if a filter to include only values 1-3 of a 5 point satisfaction scale is applied to a metric with type “count,” only responses that fall into this range will be included in the counts on the widget.

Adding a filter directly to a metric instead of the widget itself can be useful if there are multiple metrics that should have different filters added to a single widget.

To remove a filter from a metric or change the field being filtered, click the field name at the top.

Metric on a widget is opened up. The field selector and label changer are labelled at the top and bottom

To change how the filtered metric is labeled, use the Label dropdown at the bottom. This will draw from the label set in the Source tab of the metric.

Qtip: For more on configuring date filters, see the Filtering CX Dashboards support page.

Removing Widgets

To delete widgets:

  1. Open your target dashboard page and click Edit Page.
  2. Click the three dot menu icon in the top-right corner of a widget.
    Remove option on a widget
  3. Click Remove.
  4. You may also delete a widget from the widget editing pane by clicking Remove Widget.
    Remove Widget option in the widget editing pane
  5. Confirm your deletion by selecting Yes, delete this widget.
    Confirming widget removal
Warning: After you remove a widget, you cannot recover it.

Resizing & Positioning Widgets

To resize your widgets and arrange them on the page:

  1. Open your target dashboard page and click Edit Page.
  2. Hover over the sides or the bottom-right corner of a widget. When the sizing arrow appears, click and drag your widget to the desired size.
    Dragging the corners of a widget to re-size
  3. Hover over a widget. A gray bar will appear across the top.
    Dragging a widget into position
  4. Click and drag the gray bar to move the widget into position.
Qtip: Moving a widget automatically shifts all the others into new positions on a page.

Duplicating Widgets

To make an exact copy of a widget:

  1. Open your target dashboard page and click Edit Page.
  2. Click the three dot menu icon in the top-right corner of the widget.
  3. Click Duplicate.
    Duplicate option on a widget

Moving Widgets to Other Pages

To move a widget to another page:

  1. Click Edit Page.
  2. Click the three dot menu in the top corner of the widget.
    Move to page option on a widget
  3. Click Move to page.
  4. Select your target page from the list of previously created pages.
  5.  Edit and resize your widget to fit the new page and click Done Editing.

Exporting Widgets as JPG, PDF, CSV, or TSV

Widgets can be downloaded into four popular formats (JPG, PDF, CSV, TSV) each with its own purposes and strengths:

  • JPG/JPEG: The Joint Photographic Experts Group’s compressed digital image format.  Select JPG if you need an image for PowerPoints, social media uploads, or printed documents.
  • PDF: The Portable Document Format from Adobe. Select PDF to capture a widget as a document independent of CX Dashboards or other software application. View in a PDF viewer. PDFs are  printable.
  • CSV: A Comma-Separated Values format. Pick CSV if you need to extract a widget’s data and pull it into a spreadsheet or database.
  • TSV: A Tab-Separated Values file format.  Choose TSV to generate a simple text file presenting your data in a tabular structure. Commonly used to exchange information between databases.

To export widgets:

  1. Click the Download icon in the top-right corner of your widget.
    Download option on a widget
  2. Choose a format from the dropdown menu.
    Exporting your widget as a file
  3. Click Export.