Getting started with Dashboards: Tutorials Level 1

Task: Create a report with introduction text, one chart and one dynamic report filter that can be used to filter data by the report viewer.

Task: Using table wizard, create a table with count and percentage values for a single response question. Build a bar chart on this table, showing only percentage values.

Additional adjustments:

• Chart: Delete count series
• Chart: Hide legend

Example use case: Age distribution

Task: Using table wizard, create a table with count and percentage values for a single response question. Build a pie chart on this table, showing only percentage values.

Additional adjustments:

• Chart: Delete count series
• Chart: Set inner pie size value

Example use case: Gender distribution

Task: Using table wizard, create a table with count and percentage values for a multiple response question. Build a column chart on this table, showing only percentage values.

Additional adjustments:

• Chart: Delete count series
• Chart: Hide legend
• Chart: Label rotation
• Chart: Sort categories by % value

Example use case: Products distribution

Task: Using table wizard, create a table with NPS score for NPS type question. Build a solid gauge chart on this table, showing only NPS score.

Additional adjustments:

• Chart: Delete all series apart from NPS score
• Chart: Adjust Y-axis min & max values to -100 and 100
• Chart: Remove % sign with custom value label

Example use case: Understand NPS Score

Task: Using table wizard, create a table with count and percentage values for each scale value. Build a stacked bar chart on this table, showing only percentage values.

Additional adjustments:

• Chart: delete count series
• Chart: delete unnecessary text from legend labels
• Chart: adjust series colors to visually reflect the scale meaning

Example use case: Understand how respondents rated your company’s characteristic on a 6 point scale (frequency of each answer)

A: Creating chart

B: Coloring series

Task: Using table wizard, create a table that displays all open question answers of type text. Build a wordcloud chart on this table.

Example use case: Learn all open comments given by respondents

Task: Create a global report filter that will include only completed interviews in all calculations

Example use case: Analyze only completed interviews in your report

Task: Using table wizard, create a table with count & percentage values for NPS question, that will include only interview language and question-answer based table filter.

Example use case: NPS Score for English respondents younger than 18 years old

Task: Copy table together with chart and adjust table filter settings to quickly create multiple charts for different segments.Additional adjustments:

Example use case: Create multiple KPI charts for different countries or companies.

Task: Using Table Wizard, select single response question and create a table with mean value calculation. Create a Gauge Chart based on that value.

Additional adjustments:

• Table: set rows to question variables
• Chart: Adjust Y axis min value, max value and interval

Example use case: Analyze customer satisfaction mean value

Task: Using table wizard, create a table with mean values for each matrix row question. Build a spider chart on this table, showing only percentage values.

Additional adjustments:

• Chart: adjust chart height for better labels visibility

Example use case: Understand how respondents rated your company’s characteristic on a 6 point scale (mean of each answer)

Task: Using table wizard, create a table with count and percentage values for top2 answers of single response question. Build a gauge chart this table, showing percentage value.

Example use case: Tracking Top2 Box for Customer Effort Score

Task: Using table wizard, create a table with count and percentage values for top2 answers of matrix single response question. Build a bar chart on this table, showing percentage values.

Additional adjustments:

• Chart: order categories by value
• Chart: adjust legend label text

Example use case:

Task: Using table wizard, create a table, segmented by month, showing mean values from matrix single response question. Create a line chart showing mean values by month.

Additional adjustments:

• Chart: set “categories as series”

Example use case: Monitor Customer Experience Score development in monthly waves

Task: Using table wizard, create a table, segmented by selected variable (e.g. interview language), showing percentage distribution of each answer in the matrix question. Create a stacked bar chart on this table.

Additional adjustments:

• Chart: Set “categories as series”

Example use case: Analyze Likert scale responses by country

Task: Using table wizard, create a table, segmented by custom segments with a least 2 conditions per segment, showing mean values out of matrix single response question. Create a column chart on this table.

Additional adjustments:

• Chart: Set “categories as series”
• Chart: Set “label rotation” to 0

Example use case:

Task: On Report Pages, place 3 previously created charts in one layout row, add titles and subtitles as needed. Add dashboard introductory text where you like.

Task: Add placeholders to subtitles of slots with charts, that will dynamically show the total number of responses, N/A and Missing values for the specific chart it relates to.

Task: To one of the slots on your report pages, add a placeholder holding specific value from a cell of one of the tables you previously created.

Example use case: show Top 2 % value on top of regular frequency chart as an additional important statistic.

Task: Create multiple report pages, structuring your content according to your results presentation needs. Add external links to your report navigation.

Example use case: Structuring long reports, adding company page or additional report-related materials as external links.

Task: Add 3 dynamic report filters based on single select responses to your report, to allow your report viewers to filter data themselves. Make each dynamic report filter of different type (single select / multiple select / tag box)

Example use case: Add demographic questions as dynamic report filters instead of showing all charts multiple times with different segmentations applied.

Task: In Survey > Analyze tab, add AI sentiment & topics analysis to one of your open questions. Analyze already collected data.

Example use case: Analyze sentiment and topics of the question like “What do you think about our product?” or “Please explain the score you gave in the previous answer”.

Task: Using table wizard, create a raw data table showing all open comments collected for a selected question, and all related AI text analysis data per each comment: translated or anonymized comment text, sentiment, and topics identified.

Example use case: Show anonymized and translated raw data in your report, to allow to analyze open comments one by one, with possibility to filter through identified topics and sentiment.

Task: Using table wizard, create a pivot table showing how many times each topic was identified by AI in your data. Show count & percentage values per each topic.

Example use case: Identify most often appearing topics in your comments.

Task: Using table wizard, create a pivot table showing how many times each sentiment value (positive / neutral / negative) was identified by AI in your data. Show count & percentage values per each sentiment value.

Example use case:

Task: Using Tables > Add content > Raw data table, create a custom raw data table with the values of your choosing.

Example use case: Create a raw data table with open comments alongside other metrics of interest, e.g. NPS, Age group, etc.

1. Download the following file: Customer Satisfaction Survey and Report Demo.
2. Create a new survey in Survalyzer, check “upload .json” while creating it.
3. Upload downloaded file.
4. Activate survey.

If you need more guidance with that process, please reference this page.

Now in the “Analyze” tab of your survey, you can create new Dashboard Report, or investigate how the Demo Dashboard is built.

Note: Data and calculations may differ from the ones presented in tutorial videos.