Scatter Widget (Studio)

About the Scatter Widget

The scatter widget displays data points as bubbles along a horizontal and vertical axis. This kind of graph is also commonly called a “scatter plot.”

Setting Up a Scatter Widget

In this section, we’ll discuss the most important steps you need to complete in order to create a scatter widget. Later, we’ll discuss other ways to customize the widget that are optional.

1. Select a Date Range filter.
   
   Qtip: Unless you set your widget to ignore the dashboard date range, the dashboard date range completely replaces the date range defined here.
2. Choose the calculation you want to be plotted along the Vertical Axis (y-axis).
   Qtip: For all the calculations available, see Calculations (Studio).
3. Choose the calculation you want to be plotted along the Horizontal Axis (x-axis).
   Qtip: Calculations are grayed out when they’re either empty or contain only a single value under the current widget and / or dashboard filters you have applied. This can help you focus on more meaningful metrics. You can still select grayed out calculations if you want to.
4. The bubbles in your widget can vary in size. Decide how the bubble size is set.
   • Standard: Select from one of these options:
     • Volume: Bubble size should be based on the number of related feedback documents.
     • Sentiment: Bubble size should be based on the average sentiment of sentences from related feedback.
     • Constant size: Make all bubbles the same size.
       Qtip: If you select this option, you can change the default bubble size by clicking the gear and selecting a number from 10 (largest size) to 1 (smallest size). The default size is 5.
       
     • Effort: Bubble size should be based on the average effort score of sentences from related feedback.
   • Metrics: Base bubble size on top box, bottom box, satisfaction, filtered, or custom math metrics.
   • Attributes: Base bubble size on a selected attribute.
   • Scorecards: Base bubble size on performance on intelligent scoring categories.
     Qtip: To further format your selected calculation, click the gear. See Widget Calculation Settings for more details on each option.
5. Under Group By, select the data groups you’d like to report on. These will become the bubbles plotted along the graph.
   Qtip: To compare different topics in a category model on NPS vs. volume, I set my Group By to the category model those topics belong to.
   Qtip: To customize these groups, see Grouping Settings.

Customizing a Scatter Widget

In this section, we’ll discuss some optional ways to further customize a scatter widget.

Visualization Tab

These are settings that can be adjusted in the Visualization tab.

1. Custom Title: Give your widget a custom title. Otherwise, you can leave the one automatically assigned.
2. Color: Select the color palette for the scatter chart.
3. 3 dot menu: Switch to a different widget type while keeping your current settings (where applicable).
4. Legend: Select this option to show a legend on your widget. Deselect this option to hide the legend.
5. Total (N=): See Displaying Total Volume on Widgets.
6. Click Options to see more advanced options:

• Vertical and Horizontal Axis Options: For each axis, you can define the lower (Minimum) and upper (Maximum) limits using the following settings:
  • Auto: Set the limits automatically, based on the report data.
  • Fixed: Specify the limit manually.
• Reference Line: See Adding Reference Lines to Widgets.
• Quadrants: See the section below.

Filters Tab

See Filtering Widgets.

Defining Report Quadrants

You can visually break the scatter plot’s canvas into 4 quadrants to make it clear which areas need attention. These quadrants can even be highlighted with different colors.

1. Edit the widget.
2. Stay in the Visualization tab.
   
3. Open Options.
4. Select Quadrants.
   
5. Select a line style.
6. On the left, you’ll see the calculation for your vertical axis. Decide where on the vertical axis (y-axis) the dividing line should appear.
7. On the right, you’ll see the calculation for your horizontal axis. Decide where on the horizontal axis (x-axis) the dividing line should appear.
8. For each quadrant, you can assign a name.
9. For each quadrant, set a font color for the title.
   Qtip: When you open the color palette, you must select Apply when you’re done, or your changes won’t be saved.
10. For each quadrant, select a color the entire quadrant should be filled in with.
11. Under Quadrants name text size, set a font size in pixels.
12. When you’re finished, click Update.