Chart Options
Each chart on a dashboard has a set of settings, which you can open through the three-dots menu in the top right corner of the chart. Depending on the chart type, the following options are available.
Chart type
Section titled “Chart type”The chart type option can be set when creating a new chart and can’t be changed once a chart was added to a dashboard. A full list of available chart types can be found here.
Data source
Section titled “Data source”Depending on the chart type you’ve selected in the previous step, you’ll be presented with survey questions that match your data type. You can select one or multiple surveys questions to include in your chart. To better identify questions across different surveys, some additional information is shown below the question headlines.
This step is skipped for “Survey Responses” and “Tags” charts.
Overwrite filters
Section titled “Overwrite filters”Reporting dashboards have a global filter sidebar that controls which data is displayed across all charts. If a chart needs different filters, set Overwrite filters to Yes in the chart settings. The chart then ignores the dashboard filters and uses its own filters instead.
Chart filters offer the same options as the dashboard filter sidebar:
- Filter by data: Add conditions on Response data, Contact data and Account data. Each group can match any or all of its conditions.
- Filter by survey: Include only responses to selected surveys, or exclude responses to selected surveys.
- Filter by tag: Include only responses with selected tags, or exclude responses with selected tags.
- Filter by segment: Include only responses from users in selected segments, or exclude users in selected segments.
See Dashboard Data Filters for a detailed description of each filter.
Chart filters replace all dashboard filters. For example, if the dashboard excludes the segment “Internal users” and you want to keep that exclusion in a chart with its own filters, add it to the chart filters as well. The dashboard date range still applies to all charts.
Charts with their own filters show an orange filter icon in their top right corner.
Overwriting filters lets you compare groups side by side on one dashboard, for example an NPS chart for trial users next to one for paying customers.
Description
Section titled “Description”Next to choosing a descriptive name for your chart, you can also add a short description of the data shown in the chart.
When you add a description for a chart, you’ll see a tooltip icon next to the chart name. Clicking on the tooltip icon will reveal the chart description.
Other options
Section titled “Other options”Timeline charts, such as the Response Overview, NPS, CSAT or Rating Chart, come with an additional option to set the default time grouping. You can choose between Day, Week, Month, Quarter and Year.
The Bar-Chart, Distribution Trend and Tag Overview have an option to set the default order of the data “Alphabetical” or by “Count”.