Create a dashboard

Create a dashboard based on surveys, profile variables, and user-defined fields you select.

1. Click the App Drawer and select Dashboards, and then click New Dashboard.
   
2. Enter a name for your dashboard and click Next.
3. In Set Dashboard Access Controls, specify which users can access the dashboard.

   The access settings you can apply depend on the user role you have been assigned.

   Access Setting	User Roles	Description
   Everyone	Power User, Author	All other users in the application instance can access the dashboard.
   Admin Only	Admin	Only Admin users can access the dashboard.
   Teams	Admin, Power User, Author	All users that belong to the assigned team(s) can access the dashboard. If you belong to multiple teams, you can assign the dashboard to all of the teams you belong to, or just one or more specific teams.

   Note:

   • The access settings options are displayed if your account has the Can change access settings permission applied.
   • If your account does not have this permission, the dashboard will be assigned to the teams you belong to, or if you don't belong to any teams it will be available to everyone.
   • Admins have access to all dashboards, regardless of access settings.
4. Click Next.
5. In the Data Selection tab, select any Surveys and Profile Variables to include in your dashboard.
   • Click Surveys and select one or more surveys by clicking the checkbox next to the Survey Name. For more information on adding surveys, see Selecting surveys.
   • Click Touchpoint and select one or more Touchpoint activities by clicking the checkbox next to the Activity Name. For more information on adding Touchpoint activities, see Selecting Touchpoint activities.
   • Click Profile Variables and select one or more profile variables by clicking the checkbox next to the entry in the Variable Name column. For more information on adding profile variables, see Selecting profile variables.
   • Click Data Tables and select one or more data tables by clicking the checkbox next to the data table name. For more information on adding data tables to your dashboard, see Selecting data tables.
   After you select the activities, profile variables, and data tables for your dashboard, you can view the details for the selected items by clicking the links in the Selected Data panel. The Question Names and Description for each field are displayed for surveys, and the Variable Name, Description, and Type are displayed for profile variables.
6. Optional: To add mapping fields or scalar fields, click the User-Defined Fields tab.
   • For information on defining field mappings, see Create a mapping field.
   • For information on defining scalar fields, see Create a scalar field.
7. Optional: To add sentiment analysis to individual fields, click the Text Analytics tab and then select Sentiment Analysis. For information on adding text analytics fields to your new dashboard, see Text analytics.
8. When you have finished adding your data, click Continue to proceed to the Visualization Assistant.

The Visualization Assistant allows you to generate a clean, modern-looking dashboard quickly by automatically choosing one or more best fit visualizations for each field. The number and types of visualizations vary depending on the field type. For example, a Single Choice or Multiple question will have a Bar Chart, while an NPS®¹ question will have a Gauge Chart and a Text question will have several visualization options.

Visualizations auto-generated by the Visualization Assistant are not editable, but they can serve as a template or source of inspiration as you work on your dashboard. To adjust the appearance of a visualization, you'll need to edit the dashboard, add and customize a new tile, and replace the auto-generated tile with the one you created. As you do so, you can refer to the auto-generated tile for the exact dimensions, measures, and settings used.

9. On the Visualizations tab, review the visualizations and select the ones you want.
   • Click one of the data sources under Selected Data to view all the available fields.

   • Click one of the fields to expand it and view the recommended visualizations.

   • Click Expand All or Collapse All to browse through the visualization options more efficiently, or type something in the Search Fields field to find a field by keyword.
   • To add a visualization, click the add button inside the visualization option box.
   • To delete a selected visualization, click the delete button beside it in the Selected Visualizations panel.
   For optimal results, limit the number of tiles in your dashboard to approximately 25. Consider splitting your results using multiple dashboards if more than 25 tiles are required. Dashboard loading times may degrade for dashboards with more than 50 tiles. You can duplicate a dashboard, so the dashboards share the same data, and then customize the visualization tiles for each dashboard.
10. In the Selected Visualizations panel, click Done.

The new dashboard is created, and the data sources you selected are available as Explores. Continue working with the dashboard by editing the dashboard, and re-creating an auto-generated visualization tile as needed.

Tip:

• Need to add or remove auto-generated tiles? Access the Visualization Assistant at any time by clicking Settings > Visualization Assistant.
• For the most accurate survey data to appear in the dashboard, add these filters to the dashboard:

  • Response Status is Completed
  • Is Test Data is Live Data

  This will ensure that only live completed survey data is being represented in the dashboard.

Explores are containers for the fields you can select from when you add a visualization tile. The Explores available to work with depend on the data sources you selected and user-defined fields you created:

• If only profile variables are selected, one Explore named Profile Variables is created.
• If one or more surveys are selected, one Explore is created for each survey which uses the survey name. Additionally, each survey Explore will have all profile variables included, any sentiment analysis fields you have defined, and any Scalar Fields that are based on questions in the survey.
• If one or more mapping fields are added, one Explore named Mapping Fields is created. The mapping field Explore will also contain all profile variables, any Scalar Fields based on the Mapping Fields, and the system fields for Mapping Fields.

¹ Net Promoter, NPS, and the NPS-related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., NICE Systems, Inc. and Fred Reichheld.