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  • Qualtrics Platform
    Qualtrics Platform
  • Customer Journey Optimizer
    Customer Journey Optimizer
  • XM Discover
    XM Discover
  • Qualtrics Social Connect
    Qualtrics Social Connect

Map Widget (Studio)

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About the Map Widget

Qtip: To modify dashboard widgets, a user must have an Edit Dashboard permission and be granted Can Edit permission for the specific dashboard. For information about widget permissions, see Editing Widget Properties.
Attention: To ensure optimal Studio performance, there is a limit on the number of widgets that can be added to each dashboard. For more information, see Maximum Widgets per Dashboard.

The map widget is a Studio report visualization that layers XM data on top of maps to provide the geographic context of customer interactions and feedback. To present XM data on a map, you first need to mark groupings as geographic.
Map
For information about editing widget properties and more, see Widgets (XM Discover).

Marking Groupings as Geographic

To present XM data on a map:

  • You need at least 1 geographic grouping option in your data. It can be an attribute with geographic values or a model with topics that categorize data by its location.
    Qtip: Use out-of-the-box geography models to group data by countries or states.
  • You need to mark this grouping option as geographic in Studio and define which level of geography it represents.

Attributes and models marked as geographic can be used to group data in the map widget.

  1. Click the profile icon.
    Click the profile icon.
  2. Click Projects.
    Click Projects.
  3. Select the content provider, account, and project.
    Select the content provider, account, and project. Choose whether to mark an attribute or a model as geographic.

    Qtip: You only need to select a content provider, account and project if you have more than 1 content provider, account or project.
  4. Choose whether to mark an attribute or a model as geographic:
  • To mark an attribute, select Attributes.
  • To mark a model, select Models.
  1. Once you’ve selected either attributes or models, click Edit to make changes to additional properties.
    Once you've selected either attributes or models, click Edit to make changes to additional properties.
  2. Locate an attribute or a model you wish to mark as geographic and select 1 of the following options in the Geography column:
  • None: Mark a grouping as not geographic.
    Locate an attribute or a model you wish to mark as geographic and select an option in the Geography column
  • Countries: Select this if the grouping contains country-level data and then choose the format in which the values are provided. For more information, see the Supported Geographic Fields section.
    Select countries if the grouping contains country-level data and then choose the format in which the values are provided.
  • States and 1st-Level Administrative Regions: Select this if the grouping contains state- and province-level data and then choose the format in which the values are provided.
    For more information, see the Supported Geographic Fields section.
    Select States and 1st-Level Administrative Regions if the grouping contains state- and province-level data and then choose the format in which the values are provided.
  • US Counties: Select this if the grouping contains US county-level data and then choose the format in which the values are provided. For more information, see the Supported Geographic Fields section.
    Select US Counties if the grouping contains US county-level data and then choose the format in which the values are provided
  • 5-digit ZIP (US): Select this if the grouping contains 5-digit US ZIP codes.
    Select 5-digit ZIP (US) if the grouping contains 5-digit US ZIP codes.
  1. Click Save.
    Click Save

Supported Geographic Fields

Attributes and models marked as geographic can be used to group data in the map widget. Depending on the level of geography, XM Discover supports geographic fields in these formats:

Countries

  • Region:
    • Worldwide
  • Supported Fields:
    • Names: Provide commonly recognized country names. For example, for Kenya, any of the following names are acceptable: Kenya, Republic of Kenya, Jamhuri ya Kenya.
    • ISO 3166-1 alpha-3 (3 Letter Code): Provide a standardized 3-letter code. For example, MEX for Mexico or JPN for Japan.
    • ISO 3166-1 alpha-2 (2 Letter Code): Provide a standardized 2-letter code. For example, MX for Mexico or JP for Japan.
      Qtip: We recommend using ISO codes as the most reliable way of identifying countries in your data.

States / Provinces

  • Region: 
    • Belgium
    • Canada
    • France
    • Germany
    • Italy
    • Netherlands
    • Spain
    • UK
    • US
  • Supported Fields: 
    • Names: Provide commonly recognized state or province names. For example, Ohio or Ontario.
    • ISO 3166-2 (4 Letter Code): Provide a standardized 4-letter code. For example, US-OH for Ohio or CA-ON for Ontario.
    • US Postal Code (2 Letters): Provide a 2-letter state abbreviation. For example, OH for Ohio or VA for Virginia. US only.
    • FIPS Code: Provide a FIPS (Federal Information Processing Standards) county code. For example, 40001 for Adair County will identify the state as Oklahoma. US only.

Counties

  • Region: US
  • Supported Fields:
    • Names: Provide commonly recognized county names. For example, Adair County or Dolores County.
    • FIPS Code: Provide a FIPS (Federal Information Processing Standards) county code. For example, 40001 for Adair County or 08033 for Dolores County.

Postal Code

  • Region: US
  • Supported Fields:
    • Provide a 5-digit ZIP code: For example, 05601 for Montpelier, Vermont.
Qtip: For ISO codes, refer to the organization’s Online Browsing Platform. For US postal codes, refer to the United States Postal Service website. For FIPS county codes, refer to the Environmental Research Divisions Data Access Program’s FIPS county converter.

Adding a Map Widget

Qtip: To present XM data on a map, you first need to mark groupings as geographic.
Qtip: Click Ok at the bottom-right of each of the Properties, Visualization and Filters tabs to apply the settings in each of these tabs, and then click Save at the top of the dashboard.

Properties Tab

You can edit map widget properties in the Properties tab. For information about adding a widget, see Adding a Widget.

Visualization Tab

You can define report settings in the Visualization tab.

  1. Select the Visualization tab.
    Select the Visualization tab. To enter your own widget title, click Custom title.
  2. To enter your own widget title, click Custom title.
  3. Enter a custom report title in the box.
    Enter a custom report title in the box. You can click Auto Title to keep the automatically generated report title.
  4. You can click Auto Title to keep the automatically generated report title.
  5. Select the date range for the report. For all available options, see Date Range Filters.
    Select the date range for the report.

    Qtip: Unless you set your widget to ignore the dashboard date range, the dashboard date range replaces the date range defined here.
  6. Attributes and models marked as geographic are used to group data in the map widget. Select 1 of the following options:
  • Topics
  • Attributes
    Attributes and models marked as geographic are used to group data in the map widget. Select 1 option.

    Qtip: You need to have at least 1 appropriate grouping in your data marked as geographic.
    Qtip: Click the plus ( + ) icon to view more options.
  1. After you select a geographic option by which to group data, click the gear icon next to it.
    After you select a geographic option by which to group data, click the gear icon next to it.
  2. Configure the subset of data that should be included in that grouping for the report.
    Configure the subset of data that should be included in that grouping for the report.

    Qtip: By default, Studio shows the following number of groupings for each of the supported geographic levels:
  • Countries: 200
  • States / Provinces: 55
  • US Countries: 3,000
  • 5-digit ZIP (US): 500
    Qtip: The upper limit for the primary grouping is 3,000 items. For an overview of available grouping settings, see Grouping Settings.
  1. Click Update.
    Click Update
  2. If you wish, you can select an alternative grouping by which to color the map objects from the following options (optional):
  • Topics
  • NLP
  • Attributes
  • Derived Attributes
  • Metrics
  • Organization Hierarchy
    you can select an alternative grouping by which to color the map objects from the available options

    Qtip: Click the plus ( + ) icon to view more options.
    Qtip: You can show patterns of mentions: for example, color each state by the most popular topic or product. You can also color by a parent geography: for example, color countries by sales region.
    Qtip: When using the map widget as a filter for other widgets, its children are only filtered by the geographic object selected. Secondary groupings are ignored.
  1. Select the color palette for the map.
    Select the color palette for the map.
  2. Select 1 of the following options for the background of the map:
  • None: To display map objects as simple outlines.
  • Basic: To display map objects with topographic information.
  • Street: To display map objects with topographic and street information.
  • Satellite: To display map objects in satellite view.
    Select an option for the background of the map.
  1. If you wish, you can select the following checkboxes:
  • Labels to show background map labels like country or state names. Deselect Labels to hide these labels.
    Select the following checkboxes: Labels to show background map labels like country or state names, Total (N=) to show the total number of documents that match report conditions and filters (optional).
  • Total (N=) to show the total number of documents that match report conditions and filters (optional). Deselect Total (N=) to hide this total. For more information on document volume, see Displaying Total Volume on Widgets (Studio).
    Qtip: To set the default dashboard-wide value for new widgets, use the n= setting in dashboard properties.
    Qtip: Legends and tooltips for geographic shapes are not supported. However, you can use additional widgets as legends: for example, add a button selector. For more context, use the Widget as Filter feature.

Filters Tab

In the Filters tab, you can further narrow down report data. For information on widget filters properties, please see Applying Filters to a Widget.
In the Filters tab, you can further narrow down report data.