Multiple Source Table Widget (CX)

About Multiple Source Table Widgets

The multiple source table widget displays a metric value (such as count, average, etc.) for multiple fields in a single table. Each field is displayed as a single row in the table and the metric value is displayed in a column. In addition to the metric value, columns for other information (such as trends, goal values, etc.) can be added.

Types of Dashboards

This widget can be used in a few different types of dashboard. This includes:

• CX Dashboards
• Brand Experience

Field Type Compatibility

The multiple source table widget is compatible with the following field types:

• Numeric Value
• Number Set
• Individual numeric/number sets from a Field Group

Only fields with the above type will be available when selecting the inputs (Sources) for the multiple source table.

Widget Customization

Input

The first step to setting up your multiple source table is to add the first source. In this case, “sources” refers to separate dashboard fields, not the multiple dashboard sources. That means you can create this widget even if you only have 1 source in your dashboard, so long as you have multiple fields mapped.

Under Input, click Add Source.

To remove a source, click the arrow next to it, then Delete.

Column Settings

Under Column Settings you will have the ability to select which columns you would like to appear in your table. By default, the columns for Sources, your metric, and Trend will be shown.

• Sources: This is the name of the fields you set as the sources (or inputs).
• Metric: The metric you’ve selected. Although in the example below it is Average, you may have chosen count, NPS, minimum, maximum, top / bottom box, or sum instead.
• Trend: Display a miniature line graph of the change in data over time.

In addition to these, columns for Goal, Previous Period, and % Change can be added. This options are described in depth below.

Goal

Goals can be useful for displaying whether your team or research data reached goals you set before collection.

1. Select Goal.
   
2. Select your Input.
   
   
3. Adjust the number in the Goal field.

Displaying Historical Data

The Include responses from setting lets you choose the time period the data in the widget should cover in the selected metric’s column (in the example below, weighted average) and in the Trend column.

Once you have selected a time period that is not “All Time,” you will have additional options for displaying historical data.

• Previous Period: Show scores for a previous period of time.
• % Change: Show the percent each row of data has changed over time.
• Change: The numeric amount the value changed over time.
• Historical comparison: Pairs with the Previous Period and % Change columns. You have 2 options:
  • Previous Period: Showcase this week’s data as the main data source.
    Example: Let’s say you’re including responses from the last 7 days. Selecting “Previous Period” will show data from 7 days before that in the Previous Period and/or % Change columns.
  • Same Period Last Year: Showcase data from your selected period for the previous year.
    Example: Let’s say you’re including responses from the last 7 days. “Same Period Last Year” will show data from the same week in the previous year in the Previous Period and/or % Change columns. That means if it’s the week of February 28, you’ll see data from the week of February 28 of last year.
• Using date field: Select the date field to base this data off. This is any field you’ve mapped as a Date field type.