Embedding Qualtrics Dashboards in XM Discover

About Embedding Qualtrics Dashboards in XM Discover

Users with access to XM Discover and CX or EX dashboards can use Studio as the single reporting platform by embedding their dashboards in Studio books.

Studio books with embedded Qualtrics dashboards behave like regular Studio books with the following caveats:

• Embedded Qualtrics dashboards cannot be edited within Studio.
• Tabs with embedded Qualtrics dashboards cannot be exported.
• Color theme and pattern fills cannot be applied to embedded Qualtrics dashboards.

Any dashboard from an EX or CX project can be embedded and can be viewed correctly in Studio. For information on how to enable embedding Qualtrics dashboards in Studio, see Master Account Properties.

Widgets Supported for Embedding

The following CX widgets are supported for embedding:

• Breakdown Bar
• Breakdown Table
• Breakdown Trends
• Focus Areas
• Gauge Chart
• Image
• Image Slideshow
• Key Drivers
• Map View
• Multiple Source Table
• Number Chart
• Pie Chart
• Pivot Table
• Record Grid
• Response Ticker
• Rich Text Editor
• Scatter Plot
• Simple Chart
• Simple Table
• Star Rating
• Trend Chart
• Twitter
• Word Cloud
• Text IQ Table
• Text IQ Bubble Chart

The following EX widgets are supported for embedding:

• Heat Map
• Demographics Breakout
• High Low Table
• Engagement Summary
• Response Rates
• Bubble Plot

You will only have to sign in with your Qualtrics credentials in XM Discover the first time you try to load embedded content from Qualtrics. After that, your session will be remembered for the next 365 days until you get prompted to sync your accounts again.

Before You Begin

You need to complete the following steps before you can embed Qualtrics dashboards in XM Discover:

1. Get dashboards permissions: Users who plan to embed Qualtrics dashboards in XM Discover or view embedded dashboards need these dashboards permissions:
   • Embedded Widgets
   • Embedded Dashboards
     Qtip: For information about these permissions, see User, Group, & Division Permissions.
2. CX Dashboards: share the CX dashboard with potential viewers in XM Engage: For an embedded CX dashboard to display properly in XM Discover, it must be shared with potential CX users with at least view access.
   Qtip: For information about sharing CX dashboards, see Sharing Your Dashboard Projects.
3. EX Dashboards: add the viewer as a participant and give them dashboard access: For an embedded EX dashboard to display properly in XM Discover, the viewer must be added as a participant to the project and have permission to view the dashboard.
4. Request API integration: An XM Discover Administrator needs to enable the API integration between your XM Discover account and Qualtrics. Please contact your Qualtrics Customer Success Representative to request this feature.
5. Enable embedding Qualtrics dashboards in your XM Discover account: Once the API integration is set up, you can enable this feature in account settings in Studio. For more information, please see Report Integrations Between XM Discover and XM Engage.
6. Get the embed ID for the CX dashboard: To embed a Qualtrics dashboard in Studio, you only need the dashboard ID. You can get it from the dashboard’s URL in Qualtrics. For more information, please see Getting the Dashboard ID From Its URL in XM Engage section below.

Getting the Dashboard ID From Its URL in XM Engage

1. Sign in to Qualtrics.
2. Navigate to the dashboard you wish to embed.
3. Copy the dashboard ID from the URL in your browser.

Dashboard ID is the code found between the /dashboard/ and ?pageId part of the URL.

For example, in the following URL dashboard ID is 63f4f8df7053eb0008e93abc:

demo.qualtrics.com/reporting-dashboard/#/dashboard/63f4f8df7053eb0008e93abc?pageId=Page_a2566972-bf9c-48b0-8877-f40c9964c975

Embedding a Qualtrics Dashboard as a Tab in an XM Discover Book

Once you have the ID of the Qualtrics dashboard, you can embed it as a tab inside a book in Studio.

1. Sign in to Studio.
2. Open a book where the Qualtrics dashboard should be embedded.
3. Inside the book, click the Edit Book button.
   
4. To add a new tab, click the plus ( + ) icon next to the book’s tabs.
   
5. Select the XM Engage Dashboards tab under the tabs in the book.
   
6. Enter the ID of the Qualtrics dashboard into the XM Engage Embed Dashboard ID box.
   
7. Click Ok.
8. Click inside the tab’s default Embed title and enter a custom title (optional).
9. Click Save on the upper-right of the book to save the book.

How Data Access Works for Embedded Qualtrics Dashboards in Studio

Having access to a book that contains an embedded Qualtrics dashboard in Studio is not enough. To protect sensitive data, viewers in XM Discover need a Qualtrics user license to sync to and inherit the right data access to the embedded widgets and dashboards.

When a user tries to view a Studio book tab that contains a Qualtrics dashboard, Studio checks the user’s browser for an active user session in Qualtrics. If a user is authorized, they will see the dashboard. If a user is not authorized, they will be required to sign in to Qualtrics.

Once authorized, the user will be able to view the Qualtrics dashboard inside the Studio book tab. Studio will remember the user session for one month, so the user will not need to sign in with Qualtrics credentials for the next 30 days.

When a tab has not been loaded yet by the user, the icon displays the “XM” logo.

When the tab has been loaded during a current session, the icon displays the CX or EX logo instead.