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Text iQ Bubble Chart Widget (CX & EX)

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About the Text iQ Bubble Chart Widget

Attention: This page is about the use of Text iQ bubble chart widgets directly inside a CX or EX Dashboard. While it works almost exactly like the Text iQ feature, the setup and location is different. You must have access to Text iQ in CX Dashboards to use it in CX Dashboards.

Text iQ bubble chart widgets provide a way to visualize the sentiment breakdown of each of the text topics you have analyzed. In CX Dashboards, these pull from the dashboard Text iQ tool; in EX dashboards, these pull from text analysis performed in the survey. Text iQ bubble chart widgets provide a great way to display common topics of feedback and customers’ feelings on those topics.

This page goes over the setup necessary to create a Text iQ bubble chart in your CX or EX Dashboard. To understand how to read a Text iQ bubble chart, see the Bubble Chart page from the Survey Platform. The interpretation of data is similar across all areas of the platform.

In-Dashboard Text iQ Setup

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

Qtip: This is how you set up the widget for CX Dashboards and Pulse projects.

Step 1: Mapping Open Text

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. For more information about field types, see Field Types & Widget Compatibility.

Text entry questions with their Field Types set to Open Text

Step 2: Perform Text iQ in Dashboard

Before a Text iQ bubble chart can be generated in a CX Dashboard, it needs to have dashboard Text iQ data.

  1. Enter your dashboard’s Text iQ.
    Text icon looks like a tiny magnifying glass with the letter T inside it
  2. Create topics.
    creating a query
  3. Apply changes.

This will automatically create and map your Text iQ fields. Before you create a Text iQ bubble chart, you need topics, sentiment labels, and sentiment score to be mapped as multi-value text sets.

Qtip: Text iQ bubble chart 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.

EX Dashboard Text iQ Setup

Before you use the Text iQ bubble chart, make sure you have the appropriate Text iQ data set up for your project. These steps are for dashboards in Engagement, Lifecycle, Ad Hoc Employee Research, and Employee Journey Analytics projects.

Attention: This is not how you set up this widget for a Pulse project. See previous section instead.

Step 1: Mapping Open Text

When adding a feedback source, make sure you change the field type to Open Text. For more information about field types, see Field Types & Widget Compatibility.

Text entry questions with their Field Types set to Open Text

Step 2: Perform Text iQ in Engagement Survey

Perform text analysis in the Text iQ section of the Data & Analysis tab in your survey.

The Data & Analysis tab, followed by the Text tab below it

Step 3: Map fields to the dashboard

Next, you must map all possible Text iQ fields to the correct field types in your dashboard. For a list of fields and their types, see Mapping Text Topics to Dashboards.

assorted text analysis fields mapped

Attention: Make sure none of these fields are missing or duplicated, or the widget might not work.

Widget Customization

Exit Text iQ and return to a page of the dashboard to add a Text iQ bubble chart widget.

Adding a text iQ bubble widget to a dashboard page

Source

Select the topic you would like to visualize in the widget. If you haven’t added topics to this field yet, no data will appear in the widget.

Source dropdown shows all topics passed through the Text iQ

Sentiment Colors

Click the color next to a sentiment to choose a new color. To remove your changes, click Reset to Default.

Color corresponds to ring on bubble and color in legend

Customizing the Topics Displayed

You can customize which topics are displayed or hidden in your bubble chart. Scroll down in the editor until you find the Topics header.

An image of a text bubble widget; in the editing pane, there is a section where topics can be searched, hidden, and even renamed (on the widget)

You can use search to locate topics. Edit the names of topics as needed. Select topics you want to display and deselect those you do not want to display.

Qtip: Any topics you display in your widget can be translated.

Filters

Add a filter to your widget.

filter button on widget in upper-right and on the widget editing panel to the farthest right

Filtering by Topic

As you click on topics in your Text iQ bubble chart widget, you filter down the rest of the dashboard page. Therefore, it can be incredibly valuable to pair other demographic or scoring information on the same page as this widget. That way, when you select different topics, you can narrow down data on the people who discussed these topics.

  1. Select a topic bubble.
    arrow pointing to the meal bubble in our bubble widget
  2. See how the Text iQ bubble chart is now narrowed down to the terms in a topic, and how the pivot table widget displaying sentiment scores has adjusted.
    Bubbles are just terms like burger and food and sauce, and they're blue; values in other table changed
  3. Use the dropdown to adjust the page filters, or remove the filter altogether.
    Filters added to top of page, can be adjusted

FAQ