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Results Dashboards Widgets

Qtip: To opt in to the new version of Results, navigate to the Results tab and select Try it now in the banner. To switch back to the old version of Results, click Settings, then go to the Themes tab and click Revert back.

About Results Dashboards Widgets

Attention: If 2 or more widgets have the same title, this title will only be displayed once in the widget list within the page panel. To have all widgets show up within the widget list, you must change the widget titles to be unique.

Widgets are tables or graphs that display your data. When you generate a report page in the Results section, widgets are created for you automatically, but you can always add more. Each widget varies in its options and settings, however, there are some basic principles that apply to all or most widget types, which are detailed on this page.

Widget Types

To change the type of an existing widget click Edit. You can change the widget type by clicking on the current widget type and selecting a new type from the dropdown.

Qtip: You must be in editing mode in your dashboard to edit individual widgets.

available widget types within a results dashboard

Each widget varies in its customization options and settings, which you can find detailed on the linked pages.

Attention: Not every question type is compatible with every widget. For example, it doesn’t make sense to have a bar chart option for text entry questions. Only fields that are compatible with a specific widget type will be available when configuring the widget.

Charts

Tables

Static Widgets

Other Widgets

Qtip: These widget types are the same as CX Dashboard widgets.

Qtip: Heatmap and Text Highlight visualizations are not available in Results Dashboards.

Widget Options

To open widget options, hover over the 3 horizontal dots in the top-right corner of your widget.

Duplicate: Create a copy of your widget. You can choose to place the copy below the original widget, or at the bottom of your dashboard page.
Remove: Delete your widget. All applied configurations and filters will be lost.
Embed in Salesforce: Displays a code snippet for you to share with your Salesforce Admin.
Qtip: If you want the widget to display data based on the object you’re looking at, select the filter you want to use.
Move to page: Move your widget to an existing report page.
Qtip: Widgets cannot be moved from private pages.

You can also move and resize your widgets by clicking and dragging the corner of the widget.

Table: Default Field Types for Each Question

When creating a dashboard, every field needs to be assigned a field type. Field types help specify the type of data mapped into the field, which then determines which widgets the field can be added to. The Field Types & Widget Compatibility (CX) page has a guide to all the different widgets and what field types work with them. You can also find this information on each individual widget’s support page. (For example, here is field type compatibility for gauge chart widgets.)

In results dashboards, each type of survey question is assigned a specific field type by default. You cannot edit this field type. For help figuring out which widgets you can use with your survey questions, see the table below for a list of question types and their corresponding fields.

Question type	Default field type	Important notes
Multiple choice (single answer)	Text set	This is true for all single answer multiple choice style questions, such as: Each statement of a (single answer) likert matrix table Each statement of a bipolar matrix table Scaled response columns of a side by side question (single answer and drop down list)
Multiple choice (multiple answer)	Multi-answer text set	This is true for all multiple answer multiple choice style questions, such as: Each statement of a (multiple answer) likert matrix table Scaled response columns of a side by side question (multiple answer)
Text entry	Open text	This is true for all text entry style questions, such as: Each statement of a text entry matrix table Open ended text columns of a side by side question The only exception are text entry questions with numeric validation. All other variations, including date validation, automatically map as open text fields.
Text entry (numeric validation)	Numeric value
Form field	Open text	Each form field is mapped as a separate dashboard field
Slider	Numeric value	Each statement of the slider is mapped as a separate dashboard field
Rank order	Number set	Each item in the rank order question as a separate dashboard field
Constant sum	Numeric value	Each item in the constant sum as a separate dashboard field
Pick, group, & rank (groups)	Multi-answer text set
Pick, group, & rank (ranks)	Number set
Hot spot / heat map (regions)	Text set
Graphic slider	Text set
Drill down	Drill down	Drill down questions map to drill down fields groups. Each individual category is mapped as a text set within that field group.
Net Promoter Score® (NPS)	Number set
Highlight	Multi-answer text set	Each highlight category is mapped as a separate dashboard field. The answers are in the forms of the different words that were marked with those categories. See Downloaded Data Format for more details.
Timing	Numeric value	There are separate dashboard fields mapped for clicks, page submit, click count, and so on. See Downloaded Data Format for more details.
Meta info	Text set
File Upload / Signature (file name)	Open text
File upload / Signature (size)	Numeric value
File upload / Signature (type)	Text set
Matrix	See right	Each statement is mapped as a different field in the dashboard. The default field type varies based on the format of the matrix table. For example, single answer likert is text set, text entry is open text, and so on.
Side by side	See right	Each possible combination of statement and column is mapped as a different field in the dashboard. The default field type varies based on the format of the column. For example, scaled response is text set, open ended text is open text, and so on.