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Using Survey Text iQ in a CX Dashboard

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About Using Survey Text iQ in a CX Dashboard

You may want to use text analysis from individual projects in your dashboard instead of dashboard-wide text analysis. This could be due to the fact you want to use a data model, which is currently incompatible with dashboard Text iQ, or because you have already completed extensive text analysis in individual surveys. Regardless, there are special steps you must take to prepare your data so Text iQ features will work in a CX Dashboard.

By following the steps outlined on this support page, you’ll be able to use your Text iQ data in a dashboard, including:

Qtip: If you’re setting up a new project, we highly recommend using dashboard-wide text analysis instead.

Required Fields and Types

For your dashboard Text iQ features to work, you need to make sure you have all of the following fields mapped to the specified field types.

In the table below, we give the field’s name and a link to more information on it, the field type, and the format the name will take by default. You can rename these fields as needed, but we highly recommend identifying both the specific questions and the specific field in the name.

Field Type Name format Required for:
Parent Topics Multi-Answer Text Set QID# – Parent Topics Text iQ Table and Bubble Chart
Topics Multi-Answer Text Set QID# – Topics Text iQ Table and Bubble Chart
Sentiment Text Set QID# – Sentiment Text iQ Table and Bubble Chart
Sentiment Score Numeric Value QID# – Sentiment Score Text iQ Table and Bubble Chart
Topic Sentiment Label Multi-Answer Text Set QID# – Topic Sentiment Label Text iQ Table and Bubble Chart
Topic Sentiment Score Multi-Answer Text Set QID# – Topic Sentiment Score Text iQ Table and Bubble Chart
Actionability Text Set QID# – Actionability Enrichments
Effort Text Set QID# – Effort Enrichments
Effort Numeric Numeric Value QID# – Effort Numeric Enrichments
Emotion Multi-Answer Text Set QID# – Emotion Enrichments
Emotional Intensity Text Set QID# – Emotion Intensity Enrichments
Topic Hierarchy Level (separate field for each level) Multi-Answer Text Set QID# – Topic Hierarchy Level #
Qtip: You may see a Sentiment Polarity field. This field is deprecated and is not required in your dataset.
Qtip: Make sure you’ve already enabled enrichments in your survey Text iQ.

Mapping Multiple Text iQ Sources

You’ll often create dashboards that need data from more than one survey or source. For Text iQ widgets and enrichments to work in your dashboard, we recommend mapping each source’s Text iQ data separately.

A screenshot of a data mapper with 2 different sources - one showing burger shop feedback, and one showing vacation package feedback. All of the text iQ fields are separated according to the instructions in this section

The goal is to make sure each collection of Text iQ fields corresponds to only 1 question from 1 survey.

Qtip: This means that when you create Text iQ tables and bubbles, you’ll create a separate one for each text analysis. We do not recommend trying to combine text analyses from different sources into the same widget.

Data Model

  1. Edit your data model dataset.
    inside a data model. source is clicked, making the field mappings appear along the bottom of the screen
  2. Check each source’s Field editor.
  3. Make sure all Text iQ fields are mapped. Add them if not.
    Qtip: Remember to follow these field formats.
  4. Open your union.
    union block is clicked, making the field mappings appear along the bottom of the screen
  5. Go to the Field editor.
  6. Go through each of the Text iQ fields and make sure they are only mapped to one source. If they’re mapped to multiple sources, set them to Unmapped for all but one source.
    Qtip: You may want to name these fields to reflect the source they came from.
    Fields named to indicate what survey they're from
  7. Add a new field for each Text iQ field. Map them to your second source.
    Creating and mapping fields in a union

    Example: If you have 2 sources, you should have 2 copies of each Text iQ field; one for each source.
  8. Repeat steps as needed for each source.
Qtip: A field needs to be added to the original source before it can be added to any following unions or joins. See our guide on adding new fields to data models.
Qtip: If your dataset has a join, make sure your sources at least have all the necessary text fields (steps 1-3). So long as you’re not using any Text iQ fields as your join key, the fields should be treated as separate. You may want to make sure to name your fields so you can easily tell each set of text analysis apart in your final dataset.

Data Mapper

  1. Open your data mapper dataset.
    unmapping text fields
  2. Go through each of the Text iQ fields and make sure they are only mapped to one source. If they’re mapped to multiple sources, set them to Not mapped for sources that don’t apply.
  3. Add a new field for each Text iQ field.
    separating fields in a data mapper
  4. Make sure the fields are only mapped to one source (your second source).
  5. Make sure the field types match the instructions from earlier.
  6. Repeat steps as needed for each source.

Adding Text Analysis to Widgets

Once you’ve finished creating your dataset and adding it to a dashboard, you’re ready to use Text iQ data to build reports. Each field you created can be added to any widget you want, so long as the type and the widget are compatible. You can also now create a Text iQ Table Widget and Text iQ Bubble Chart Widget.