Text iQ Table Widget (CX & EX)

About the Text iQ Table Widget

The Text iQ table widget allows you to report on the sentiment for each of your text topics in an easy-to-read format that comes with a handy legend along the bottom. You can even drill into sentiment of different topics in your topic hierarchy.

Using Text iQ in Your Dashboard

Before you can use the Text iQ table widget, you must set up your dashboard for text analysis. The setup is slightly different depending on the type of dashboard you are using (CX or EX).

For CX Dashboard projects and Pulse, see In-Dashboard Text iQ Setup.

For Engagement, Lifecycle, Ad Hoc Employee Research, and Employee Journey Analytics dashboards, see EX Dashboard Text iQ Setup.

Column Configuration

You can customize the columns in your Text iQ table, choosing what information you feel is important, the timeframes of comparison, and even deciding how it’s labeled.

The following columns can be added and removed as desired:

• Sentiment: A bar for each topic that is segmented into the sentiments respondents expressed for that topic. The size of each segment is determined by the percentage of respondents who matched that sentiment. If you hover over the bar, you can see this exact value.
  Qtip: Remember you can adjust the colors used to indicate each type of sentiment.
• Topic coverage change: The change in the proportion of responses tagged with each topic. Represented as a percent of increase or decrease. This is calculated by taking the proportion (percentage) of responses from the earlier time window and subtracting it from the later time window.
• Mean Sentiment Score change: The change in sentiment score for each topic. If the sentiment hasn’t changed for that particular topic, there will be a zero ( 0 ) instead.
• Relative Importance: The relative importance (weight) of a topic for a given score. This field allows you to visualize how certain topics influence business metrics such as NPS. For more information about the statistics behind calculating relative importance, see this support page.
  Qtip: If using the relative importance field, you must use 20 or fewer text topics. The widget will choose 20 topics automatically if there are more than 20 topics. To change the selected topics, click the Exclude button while editing the widget and then select the topics you would like to include. See the excluding topics section for more information.
  Attention: It’s not recommended to include the Relative Importance column if the total response count across all data sources exceeds 5 million. Analyses above this threshold may timeout or fail.
  Attention: After adding the relative importance column, it may take up to 1 hour for the calculation to complete. This column will recalculate if you collect new responses or make changes in Text iQ. When calculating, the relative importance column will show a loading message while the rest of the widget will load as normal. Note that newly collected responses will be on a small delay of up to 1 hour before they’re incorporated in the relative importance calculation.

Arrows are used to indicate the direction of the change for volume and sentiment. If a change column shows zero ( 0 ), that means there was no change. If a change column shows a dash ( – ), that means there is no data to display. The colors of these arrows cannot be changed.

Adding New Columns

1. To add a column, click Add new column.
   
2. If desired, add a label for the column. If you leave this field empty, the column type will be the name.
3. Choose the column type.
4. If you chose topic coverage change or mean sentiment score change, you will now select the timeframes being compared. By default, you can choose last week or last month, or you can choose to customize the timeframe with exact dates.
   
   Qtip: If under “Compare time frame” you select “Last week” or “Last month,” then the data will be compared against this week / this month, including data collected so far for today. A day’s data stops at 11:59 PM in the dashboard’s time zone.
5. Click Save.

Specifying the Date Used in Change Columns

Any topic coverage change or mean sentiment score change columns you include in the widget will operate off of the same date field. To specify what date field you want to use, use the Compare date field dropdown.

Deleting Columns

Click the name of the column in the widget editing pane and select Delete Column to remove it from the widget.

Reordering Columns

You can change the order that your columns appear in your widget. Hover over a column in the widget editing pane and click the icons to drag it.

Widget Customization

Hide Parent Topics

If you’ve built out topic hierarchies, then some of your topics may have topics nested below them – these are referred to as parent topics and are automatically included in your analysis. If you’d like to exclude parent topics, select Hide Parent Topics.

When you limit topics, parent topics will be hidden automatically.

Limiting Topics

You can limit the topics displayed in your widget. You can choose whether you want to highlight positive or negative sentiments, and whether you want to limit by count or percentage. Limiting by count compares the number of responses, whereas limiting by percentage compares the ratio of the sentiments within the topics.

When you limit topics, parent topics will be hidden automatically.

Source Filter

You can use the Source dropdown to select which parent question you want to display.

Topic Count Threshold

Topic count thresholds allow you to exclude topics from the widget that don’t reach a specified number of responses.

For example, in this screenshot, only topics with 10 or more responses are listed. The only topics listed are Meal (23 responses) and Renown (12).

Customize Colors

You can change the colors that correspond to each sentiment to better match the style of your XM program. Choose from a color palette, or enter a hex code.

You can reset your widget’s colors to default settings by clicking Reset to Default at the bottom of the widget editing pane.

Color edits only affect bars; they do not affect blue up and red down arrows.

Excluding Topics

If you’d like to hide or remove specific topics from the widget,

1. Deselect any topics you don’t want to include in the widget. You can use the search to locate specific topics.
   
2. Click Save when you’re done.

Sorting the Table

Click a column heading to adjust how the table is sorted. You can sort topics by alphabetical, count by lowest or highest, and by sentiment. You can also choose if the rows are sorted by the percentage or count of the respective sentiments.

To remove custom sorting, click Reset to default.

Filtering

When you click on a parent or standard topic, you will create a page filter. By default, this filter will act inclusively – this means that any response with this topic will be included on the page. In the screenshot below, even though we are filtering for the “Entree” topic, we still see 4 “Dessert” responses, because there were at least 4 responses collected with both the “Entree” and “Dessert” topics tagged.

Once added, these filters can be edited the same way as other dashboard page filters. For example, you can set exclusive filters. If you set an exclusive filter on the screenshot below, only responses tagged “Entree” and nothing else would appear (e.g., the 4 responses where “Dessert” was also tagged would no longer appear).

If you want to remove all topic filters added to your dashboard page, you can click Reset filter on the lower-right of the widget.

FAQs