Dashboard Help ManualKP

This user manual explains how to use the Dashboards section of Xebo.ai to visualize, explore, and interpret survey data in a clear and consistent way. It focuses on key dashboard capabilities such as creating dashboards, connecting survey data sources, configuring widgets, applying filters, and working with different visualization types so that users can transform raw responses into actionable insights.

The manual is intended for Xebo.ai users who create, manage, or consume dashboards, including analysts, program owners, and business stakeholders who rely on survey findings for decision‑making. It provides practical, step‑by‑step guidance and examples to help users build, customize, and share dashboards so that survey results can be monitored, communicated, and used to drive improvements across their programs.

1.2 Getting Started for Dashboards

1.2.1 Xebo.ai Login

Step 1: Click the link Login. You will be redirected to the Single Sign-On page of Xebo.ai. After successful sign-in, you will arrive at your landing page.

1.2.2 Navigating to Dashboards

Step 1: Click the Dashboards tab from the navigation header.

Step 2: You will be directed to the Dashboard page.

2. Dashboards Overview

The dashboard overview page gives you a glimpse into the features available under the Dashboard section. The dashboard allows you to create intuitive reports with visualizations and insights that support informed decision-making.

In the dashboard section, you can use survey data from your existing surveys and visually present the data using widgets. With the Xebo.ai account, you get more than 10 widget types including Bar Graph, Pie Chart, Word Cloud, and much more. You can also customize the dashboard using filters, themes, and language options of your choice. You can share the dashboard with your team with the Share feature, and you can export the dashboard to access it on your device.

2.1 Dashboard List Page

The dashboards list page allows you to view, search, and manage all dashboards in your workspace, as well as access recently deleted dashboards.

You may navigate between different pages of the dashboard list by clicking the page numbers at the bottom right of the list.

2.1.1 Dashboard List Information

The dashboard list is displayed in a tabular layout with the following columns:

· Favorites: The star icon represents the Favorites option. Click the Star icon to add a dashboard to the Favorites list. All favorite dashboards are displayed on the Home page and can be filtered on the Dashboard List page.

· Dashboard Details: Shows the dashboard name. Once clicked, the selected dashboard opens in a separate view.

· Pages: Shows how many pages the dashboard contains.

· Widgets: Shows how many widgets are configured across all pages of the dashboard.

· Owner: Displays the dashboard owner. When you hover over it, the full account name is displayed – useful for differentiating between owned and shared dashboards.

· Created: Shows the date on which the dashboard was created.

· Modified: Shows the most recent modification date for the dashboard.

· Actions: Provides access to dashboard-level actions for each row. On clicking the three dots, it shows the following options:

o Duplicate – Creates a duplicate of the dashboard containing the same source data, widgets, and pages.

o Delete – Deletes the dashboard from the list and moves it to the Deleted Dashboard section.

o Edit Dashboard – Opens the selected dashboard in edit mode.

o Restore – For a deleted dashboard, it allows the ability to restore the dashboard back to the list of dashboards.

2.1.2 Filter and Search

The search functionality allows you to quickly filter dashboards by their name.

The Filter functionality allows you to select a time range between which the filtered results should show.

The dashboard list can be sorted chronologically based on created or modified dates.

Once filters and sorting are configured, click Apply to view the filtered results[HJ1]

2.2. Creating a New Dashboard

The first step in creating an intuitive dashboard is to go to your Dashboard home page and adding a new Dashboard to your list.

You can create a dashboard to present your survey response data in a visual manner. Rather than showing numbers, the dashboard allows you to showcase the same data with bars and graphs, and charts. You can further analyze your data for insights using the dashboard feature.

The Dashboard allows you to analyze multiple surveys at once in the same tab. The steps to create a dashboard are as follows:

2.2.1 Dashboard Name and Category

Step 1: On the Dashboards module, click the Create Dashboard button to begin creating a dashboard.

Step 2: Enter the dashboard name and select a category from the available dashboard categories.

Step 3: Click Create to begin creating the dashboard.

2.2.2 Add Surveys as Source Data

Once you have created the dashboard, select the library and name; the next step is adding source data to the dashboard. The source data section allows you select the survey for which you want to create the dashboard. The steps to do so are as follows:

The source is the base data you collected from the survey to make your dashboard. You can use multiple sources from multiple surveys to create a dashboard. With Xebo.ai, you get the flexibility to manage source data and make changes to it.

Step 4: Select the survey for adding to source data. You can either import data from a file or a survey from your library.

Step 5: In the window, you will be shown all the available data. This includes all the questions and their answer choices. There is also metadata available. Select the questions and metadata you would want to add to your source.

Step 6: Click Save after you have selected the data.

After saving, you will be redirected to the Source Data Management page. On this page, you can add more variables and data sources. Variables represent your survey data. You can move them up or down in order and group them as needed.

Some of the functionalities available on this tab include:

Add Variable: add more variables. Follow these steps to add a variable:

Step 1: Click the + icon to add the variable.

Step 2: A new variable appears at the bottom of the list. Enter the variable name.

Step 3: Click Select Variable to add a question or metadata as the source data for that variable.

Step 4: Here, you can assign a question, embedded data, metadata or derived variable as part of the dashboard variable. Once a source is selected, click Add to assign it to the dashboard variable.

NOTE: All functionalities are covered on the Source Data Management page in Section 3: Source Data Management

2.2.3 Planning Your Dashboard

Dashboards put data sources into charts, tables, and other visualizations called widgets. These widgets can be organized onto pages of the dashboard.

Each dashboard can contain multiple pages. You can create unlimited dashboards and pages and add up to 24 widgets on a single dashboard page. However, it is recommended to avoid overcrowding pages with excessive widgets or creating unnecessary pages. Consider the following questions when planning your dashboard layout:

· Optimal number of dashboards per project

· Optimal number of pages per dashboard

· Risk of page overcrowding due to excessive widgets

· Evaluation of widget necessity and data organization strategy

Adding Pages to your Dashboard

You can add multiple pages to your individual Dashboard. This allows you to arrange your dashboard as per your need. Follow these steps to add a page to the dashboard:

Step 1: Click + icon on the top right of the screen to add a new page.

Step 2: Enter the name of the page you want to create.

Step 3: Click Save.

Renaming a Page on Dashboard

You can rename a page in your dashboard. Follow these steps to do that:

Step 1: Click the drop-down button on the page you want to rename and click Rename.

Step 2: Edit the name and click Save.

Deleting a Dashboard Page

You can delete the pages on your dashboard. Deleting the page would also remove all the dashboard widgets on it. Follow these steps for deleting a page in your dashboard:

Step 1: Click the drop-down button on the page and select Delete.

Step 2: Select Yes on the popup window.

Moving a Dashboard Page

With the dashboard pages, you also have the option to move them across to change the order of the page using the drag and drop technique. Drag the page you what to move and drop it in the desired position.

Comments on a Page

You can add comments to the individual pages of the dashboard using the comment functionality. Please refer to Section 4.1: Comments for more information.

2.2.4 Creating A Widget

You can add a widget in your Dashboard from Xebo.ai's collection of 19 widget types. The widgets allow you to present your survey data visually using different chart types. Available widget options include Bar Graph, Pie Chart, Word cloud and Data Trends. Each widget displays data according to the selected chart type. The steps to add a widget to the dashboard are as follows:

Step 1: Toggle Edit Mode to begin modifying the dashboard.

Step 2: Click the New Widget icon from the right-hand side of the dashboard builder.

Step 3: Select a widget type from the list.

Step 4: Add Widget heading and description for the widget in the Dashboard.

Step 5: Select Values by clicking on Add Values. Values are the question or field on which the data is added in the widget.

Step 6: Select the function in the popup. The function contains the mathematical formula that is applied to the data. Click See all Functions to view all available functions.

Step 7: Select the variable you want to include in the function. This will be used alongside your function to calculate a specific value.

Step 8: Once formula and variable are added, click Apply to add a new value to your widget.

Step 9: If you want to break your data based on individual answer choices, click Break By. Break By allows you to distribute your data into smaller data sets based on your selection.

Step 10: Select the question and the answer choice based on which the data would break

Step 11: Click Save

Step 12: Click Create Widget to add a widget to the dashboard.

2.2.5 Publish, Share and Export a Dashboard

Once you have customized the design, it is time to publish your Dashboard and share it with your team. To publish a dashboard:

Step 1: Click the Publish button to make your latest dashboard changes live.

Step 2: Click Yes on the confirmation popup.

Step 3: Once the dashboard is published, you will be prompted to share it with users. Click Share Dashboard to create a share link or share with users.

Step 4: You will be redirected to the share popup.

The share feature in the dashboard allows admin to share the dashboard with their users or groups. Sharing feature also includes data restriction, which limits the amount of data that is shown to the other users based on the criteria the admin has set.

The admin can also create a test link that remains active for 48 hours. This link allows the admin to share the dashboard in read-only mode by sharing the generated URL. Admin can also manage the setting of the test link.

Sharing Dashboard with Users

Sharing feature allows admin to create and share the dashboard with their users by assigning them access. The three available access options are Editor, Viewer, Commentor. You can also put restrictions that would limit the data that is shown to the user.

The steps to sharing the dashboard are as follows:

Step 1: Select the user you wish to share the dashboard by searching using the Add Users and Groups. In case if you don’t have a user added to your account, you can add them by clicking on Manage Users.

Step 2: Once you have selected the user, click Save to add them. You can click Save and Notify if you want to notify your users after you have added them.

Step 3: Once the users are added, select the access you want to provide to your user. The available options are — Viewer, Editor, and Commentor.

The viewer would only be able to view the dashboard while the editor is able to edit the widgets and data. Commentor can only comment on the dashboard and widgets.

Sharing Dashboard with a Public Test Link

The admin can also create a read-only test link that remains active for 48 hours. Every time the admin publishes the dashboard, the link gets refreshed. Admin can also customize the settings of the public test link by clicking on the setting button.

Step 1: Click Link Settings.

Step 2: Modify the public test link settings as per your accordance.

Managing Settings of Public Test Link

· Filters menu open by default: Automatically opens the filter menu.

· Adaptive Filters: Adaptive filters are useful when applying multiple filters. For example, if you want data for users aged 25-45 who are female, applying the first filter for ages 25-45 will update the available options. If there are no female users in that age group, the Female option will not appear when applying the second filter.

· Low Base Indicator: With a low base indicator, you can set a number that indicates the threshold for the low base. Any widget with data being less than the low base would have an indicator when the low base indicator is enabled. You can also set the message that is displayed as the indicator.

Once you have managed the settings, click Save to save the settings. Copy the URL from the bottom and share it with the users.

Exporting the Dashboard

You can export the dashboard in one of three available formats — Excel, PDF, and PPT. This allows you to share your Dashboard views with your team members. The option is available on the bottom right of the screen. The steps to exporting file are as follows:

Step 1: Click the Export button at the bottom of the screen.

Step 2: Select the file type you wish to download, and the download begins automatically.

NOTE: Please remember, to export a file, you need to have your dashboard in View mode and not in Edit mode.

3. Source Data Management

Source Data overview page gives you a brief of every feature available under the source page. To access the source data management page:

Step 1: Click the Source icon to open the Source Data Management.

Step 2: You can now view all the dashboard variables that are connected to your survey data.

For each variable, you can click the three dots to view its variable options.

· Change Labels: Change Label option also allows you to make two answer choices appear similar in analysis using the same labels for both the option. Click Save to modify the labels accordingly.

· Recode: Change the numeric codes assigned to each choice-based answer choice. Codes are used to perform mathematical functions on your answer choices by assigning them a mathematical number.

· Duplicate: Duplicate your variable in the source.

· Sync Variable: Sync the variable after you have made changes to them. Use when you have added more answer choices to your live survey and you want that to be reflected in the dashboard too. You can use the Sync variable option, and it will refresh the data stored in the variable. With Xebo.ai, you get two types of sync.

§ Automatic syncing which runs in the background, and

§ Manual Trigger by using the Sync Variable option in the Source.

· Move Up / Down: Move the variable up or down the order

· Make Group Variable: Group variable allows you to group multiple variables together for advanced analysis and data representation in the dashboard. The group variable feature helps you organize your matrix-based question data. Rather than creating individual data set for each row, this feature can group them together under one variable. You can also create your own group variable as per your need.

3.1 Recode Values

When you add answer choices to any question, it is assigned a code. These values can be used to perform a function on the data based on value. Using recode, you can change the mathematical number to each answer choice.

For all your questions in the survey, your variables are categorized into two sets — Options Set and Open-Ended. Options Set denote the questions where users were required to select one option whereas Open-Ended shows you the question where users were asked to type a textual answer. Recode applies only to Options Set variables.

Example of Code Use

For a multiple-choice question, such as “Select the product you have purchased from us”, the options may include Jeans, Shirts, Winterwear, and T-shirts, listed in order. Each option is assigned a numerical value from 1 to 4, corresponding to its position in the list.

Example:
If you want to calculate the total number of respondents who selected Jeans, you can use a sum function in a widget. Using the assigned numerical values, you can perform calculations such as sum, average, or other mathematical functions based on the responses for each answer choice.

A screenshot of a survey AI-generated content may be incorrect.

Recode Values

On the source page, you have the option to change the value of each choice of any variable. This is reflected throughout the survey. You can change it as per your need by following the process below:

Step 1: On the source page, select the Variable for which you need to recode the values and click the three dots besides a variable and click Recode.

Step 2: Select the survey in case you have more than one surveys in the source.

Step 3: Enter the new codes for the Fields and click Save.

A screenshot of a survey AI-generated content may be incorrect.

Give Preference to additional text over recoded values: Give priority to the additional text over recoded values. By enabling this, the recode value would not be the priority if the option has additional text in it.

A screenshot of a survey AI-generated content may be incorrect.

3.2 Adding Multiple Surveys

You can add additional surveys as source data on a dashboard. This allows you to perform complex analysis by combining values for identical questions and performing benchmarking or comparative analysis.

To add another survey as source data,

Step 1: On the Source Data Management page, click + Add Source button to add another survey as source data.

Step 2: Click Browse Surveys to view all surveys on your account.

Step 3: Select a survey from the list and click Save & Continue.

Step 4: After adding the survey, you can perform the following actions:

· To map identical questions to a common dashboard variable, click the Select Variable button corresponding to the variable row. This is known as a Combined Variable.

· To map a new question, click the + icon to Add Variable and select its corresponding variable.

3.3 Group Variables

When creating a dashboard, you add variables to your source. All data imported into the source is represented as variables, which can be based on questions and answer choices, metadata, or embedded data.

You can also group two or more variables from a single survey to create a group variable, allowing you to perform a single action on all variables within the group at once. This feature is useful for combining similar question types into one variable.

Example:
Suppose your survey has three rating-type questions. You want to combine two of them, named rate and rate1, into a single variable. Using the grouping feature, you can create a new variable containing both questions. You can provide a name for the group variable and include as many individual variables as needed.

Step 1: Select a variable which you want to make part of a group variable. Click the three dots beside it and select Make Group Variable.

Step 2: Rename the Group Variable as per your preference.

Step 3: Click Add Variable to Group to create dashboard variables to be included as part of the dashboard.

Step 4: Rename the newly created variable as per your preference and assign survey data using Select Variable.

Step 5: Click the three dots beside the Group Variable and click Relabel Variables Name.

Step 6: Modify the variable names to make them descriptive and provide easy identification of the individual values. Click Save once renamed.

Group Variable would now be shown in the Select Value, Break By, and Nested By.

3.4 Combined Variable

When you merge two surveys in the Source, you also enable the option to create Combined Variable. Combined Variable consists of variables from two or more surveys.

3.4.1 Function of Combined Variable

Combined variables are used when you wish to create a widget with data from two surveys. This function allows you to merge one variable from survey 1 and another variable from survey 2 and create a new combined variable that can be selected when putting the metric for a widget.

3.4.2 Creating a Combined Variable

When you add a second survey in the source, you have the option to select the variable for Source 2. Now let’s say you have a variable in source 1 which has a multiple-choice question and you want to create a variable with a similar multiple-choice question in survey 2. Now follow these steps:

Step 1: Go to the corresponding row of Survey 2. Let’s say, if your question from Survey 1 is second from the top, go to the second from top section in Survey 2 source.

Step 2: Click Select Variable

Step 3: Select the respective question from the list and click Add

This is now combined, consisting of both the questions from Survey 1 and 2.

For it to work, both your individual variables need to be of the same kind. For example, if you have an open-ended variable in Survey 1, you would only be shown similar open-ended variables/meta data in the options. Similarly, if you select an options set variable in Survey 1, you need to select a similar type in survey 2.

Combined Variable would now be shown in the Select Value, Break By, and Nested By.

4. Dashboard Settings

Dashboard settings provide you with the tools and configurations that help you collaborate with your stakeholders, both the users on the Xebo.ai platform and external users.

We will be going over the following tools: Comments, Languages, Themes, Dashboard View and Export.

4.1 Comments

Comments function in Dashboard is a way for you and your team to interact with each other and give feedback on the widgets. Rather than drafting mail every time to communicate regarding Dashboard, you can directly comment on the widget and interact.

You can make your comment public or private. If your comment is private, only the ones tagged in the comment are able to see the comments, ensuring that your comment is only visible to the concerned person. This acts as the tagging feature that users use with social media platforms.

4.1.1 Adding a Comment

Step 1: Navigate to a dashboard page and click the Comments button to add a new comment or view existing comments.

Step 2: Select the visibility: public or private. You can also tag other dashboard users using @.

Step 3: Once you have finalized the comment, click Submit.

4.1.2 Replying to a Comment

Step 1: For an existing comment, click the Reply button to draft a response.

Step 2: Draft a response and click Submit to add a reply to the selected comment.

4.1.3 Mapping or Linking a Comment

Every posted comment is classified as unmapped — it appears on the dashboard but is not linked to any specific widget. Users can now map the comment onto a particular widget for future understanding.

Step 1: Select the comment from the Unmapped Comments list which you wish to map to a specific widget.

Step 2: Click the options button and select Map. Once you do that, select the widget onto which you wish to Map the comment.

4.1.4 Managing Comments

Once a comment is posted, you can Map it to a widget that would allow other users to understand where the comment hints at. The other options available are — Edit the comment, delete the comment and make the comment private.

4.2 Languages

The languages option in the Dashboard allows you to add multiple languages to your dashboard. Xebo.ai offers you a chance to translate and upload the file, translating the dashboard to the selected language.

4.2.1 Add a Language

The steps to adding a new language are as follows:

Step 1: Go to the Dashboard and enable the edit mode.

Step 2: Click the Languages button and select + Add New Language.

Step 3: Select the language you wish to add to the dashboard.

Step 4: Download the language template. The template consists of fields of default English language which the translator needs to manually add the translations into the template file to be uploaded back on the dashboard.

Use the Auto Translate File option to automatically translate fields in the downloaded template. This reduces manual effort and lets you focus on reviewing content before re-uploading the file.

Step 5: Click Upload Translation to upload the updated file, then click Save once the upload is complete.

4.2.2 Modifying a Language

Remove Language

Under the languages section, you can remove the languages you have added. Click the options menu and click Delete to remove the language from the dashboard.

Disable a Language

You can disable a language you have added to your dashboard. Click the Hide button to disable it.

Edit a Language

Once uploaded, you can edit your updated translation file. To do so,

Step 1: Click the Edit button for an added language in the options menu.

Step 2: Follow the same procedure for downloading the template and upload the updated template file.

4.2.3 Selecting a Language in Live Dashboard

Once you have added multiple languages to your Dashboard and you share your Dashboard with other users, they are able to toggle between the languages by accessing the drop-down option on the top right of the page.

4.3 Share Restrictions

4.3.1 Manage Restrictions

The manage restriction section is a part of sharing feature of the dashboard. Using the Manage restriction option, you can put up restrictions on the dashboard you have shared. When you share the dashboard with other users, you can either share it completely or put up restrictions, that would limit how much of the dashboard is shown to the user.

The Manage Restrictions section lets you define each restriction and specify which data or pages it hides. You can also manage the setting of the restriction. We will explore every feature in detail below.

Creating a Restriction

Step 1: Click the Share button on the right-hand side of the dashboard and click Manage Restrictions.

Step 2: Click Add Restrictions to create a new restriction rule to be applied for sharing with users.

Step 3: Create a suitable name for the restriction and select the restrictions you want to apply. The following restrictions are applicable:

· Data Restriction – Specify the variable, combined variable, group variable or metadata you wish to exclude to be visible to the user.

· Page View – Specify the pages you wish to restriction from the user.

· Settings – Disable additional configurations such as dashboard auto-refresh, exports and export history.

Step 4: Click Save once restrictions are configured as per requirement.

With our dashboard feature, you have two types of restrictions available. One restriction is simply based on the page view, and it would either show or hide the page from other users based on restriction.

The second type is data restriction, which limits the data that is shown to the user. In this, you create an equation and every data set under the equation is restricted to the user with whom you share the dashboard with restriction. This acts as a filter to data shown once shared.

4.4 Themes

Users can customize the theme of the dashboard to meet their design requirements and brand colors. To access Themes,

Step 1: Click the Edit Mode button to make modifications to the dashboard.

Step 2: Click the Themes button which will open the dashboard theme editor.

Select the preset themes or create new ones. You can edit the themes by clicking on the Edit button.

4.4.1 Creating a Theme

With Xebo.ai’s dashboard, you can create a new theme that goes with your brand identity. You can select your own font, color and customize the theme features within minutes to create a unique dashboard for your survey results.

The steps to creating a new theme are as follows:

Step 1: Click + Create New Theme

Step 2: Enter the name of the theme and customize the features.

Step 3: Click Save to add it to the list of Custom Themes.

Step 4: Select it from the list of Custom Themes to apply it to your dashboard.

Theme Customization Available

Page Settings

· Page BG: Customize the background color of the Dashboard page.

· Header BG: Customize the color of the Header of the dashboard

· Header Text: Customize the font color and size of the header.

· Image Background: Using this feature, you can add an image to your dashboard page as a background. Either you can add a web URL or add an image from your library.

Widget Settings

· Background: Customize the background of the widget. You can change the color of the empty space in the widget.

· Header BG: Customize the color of the header of the widgets in the dashboard.

· Header Text: Customize the color and font of the header text.

· Header Font: Change the font of the header text.

· Tooltips: Customize the font size of tooltips. Tooltips are the data and text displayed when you hover on the widget.

· Font Family: Customize the font of the widget.

· Transparent: Turn widgets background to transparent. Useful if you want to show your dashboard background in the widgets too. For this feature to work, you need to remove the widget background.

· Border: Add a border in every widget for separating each widget.

· Response Count: Change the color of the response count shown in the widgets.[HJ2]

Font Family

Customize the font of the text shown on the Dashboard including text on icons and buttons..

Visualization Settings

Allows you to customize and add more color options which will be used in the widgets to represent different answer choices.

4.4.2 Modifying Themes

Delete a Theme

You can remove a theme you have created by following these simple steps:

Step 1: Go to the Themes section of the dashboard.

Step 2: Click the Delete icon beside the theme you wish to delete.

Step 3: Click Yes on the confirmation popup to delete the theme.

4.4.3 Dark Mode

Apart from the theme customizations available, Xebo.ai provides you with the ability to turn the dashboard into dark mode. This contrasts well with your existing themes, allowing your dashboard a new look and feel that’s easier on the eyes for both while building the dashboard and presenting to your stakeholders. To enable dark mode,

Step 1: On the themes section, toggle on the Dark Mode setting.

Step 2: Your dashboard will now be transformed into dark mode.

4.5 Dashboard View

This feature in the dashboard allows you to pick and drop widgets to rearrange. This view can be customized for both the desktop and mobile variants of the dashboard.

To customize the dashboard view, follow these steps:

Step 1: Click the Edit layout button and select the device for which you wish to edit the layout of the dashboard. The options are Desktop and Mobile.

Step 2: Once you have selected the device, then the drag and drop option is available to you. Once you have finalized the layout, click the Save button to save the changes.

4.6 Export

Export capabilities let you download the dashboard as PNG, Excel, PDF, or PPT, or schedule automated reports. The export functionality works on both the widget and dashboard level.

4.6.1 Export on Widget-Level

You can also export a widget rather than having to download the entire dashboard.

Just go to any widget you wish to export and click the options button, available on the side. Select the format in which you wish to Export, and the download begins automatically.

The following export formats are supported for widgets:

· PNG Export: Exports the widget in the form of PNG image format.

· PDF Export: Exports the widget in a PDF format.

· CSV Export: Exports the widget’s data in a comma-separated value text file.

· PPT Export: Exports the widget in a PPT format.

· Raw Data Export: Exports the widget’s survey response data in the form of an excel file. Based on the underlying data, raw data export may include additional columns such as sentiment data.

4.6.2 Export on Dashboard-Level

The Xebo.ai platform provides comprehensive export capabilities at the dashboard level, allowing users to export dashboard data and reports in multiple formats.

The export menu is accessible via the download button in the right sidebar of the dashboard view while Edit Mode is toggled OFF.

The following Export options are available for the selected dashboard page:

· Excel Export: Export dashboard data and visualizations in Microsoft Excel format. The export respects any applied filters and current dashboard selections

· PDF Export: Generate a PDF report of the current dashboard page for presentation, distribution, and archival purposes.

· PPT Export: Export dashboard page content directly into Microsoft PowerPoint format for presentation purposes.

· Export History: View all past widget-level or dashboard-level exports that were made. When clicking on Export History, a modal dialog opens displaying the export history table providing complete audit trail of all past dashboard exports and allowing users to re-download previously generated files.

4.6.3 Report Scheduler

A report scheduler allows you to create scheduled, automated dashboard reports that are generated and distributed at regular intervals to specified email addresses. It is useful when you want to share weekly performance summaries directly into your inbox or deliver monthly reports without manual intervention.

To create a report scheduler, follow these steps:

Step 1: On the Export menu, click Report Scheduler to begin creating a scheduled report.

Step 2: Select the dashboard pages which you want to include as part of the report. You may select multiple pages.

Step 3: After adding a page, select it from the Selected Pages and Widgets list, then choose the widgets to include. Multiple widgets can be selected per page.

Step 4: Click Save & Proceed once you have selected the required widgets and pages.

Step 5: Enter the report name and scheduler frequency for when the report needs to be delivered. You can modify the time at which the report will be delivered using the Time field.

Step 6: Check or uncheck the relevant options. The options include:

· Import Restrictions: If a dashboard is shared with the users including restrictions, the restrictions will also be part of the report that is sent out to the user.

· Import Logo: Imports the dashboard logo into the report.

· AI Summary: Include a summary at the beginning of the report.

Step 7: Select the Report Type. The options available are CSV, XLSX, PDF and Email Body.

Step 8: You may apply a time range filter on the report as well. Select the date on which you wish to filter by time range.

Step 9: Click the drop-down arrow to select the account users to which you wish to share the report with. The report will be delivered to their email addresses.

Step 10: For Email Body report type, configure the Email Subject and Email Body accordingly. Click Save to confirm all changes and create your scheduled report.

5. Filters

Filters allow you to view dashboard information specific to certain parameters. You can specify the data field upon which the filter would act and based on that the data shown will be filtered on a dashboard, widget or metric level.

Filters can be applied on the following levels:

· Page Filters: Filters are applicable to all the information and widgets on a page.

· Global Filters: Filters are applicable to all pages, widgets and metrics of the dashboard.

· Widget Filters: Filter is applicable to a singular widget.

· Metric Filters: Filter is applicable to a specific metric. This filter is applied when building a formula for a widget. The applied filter remains permanent and must only be modified by modifying the formula.

5.1 Page Filters

Page Filters allows you to apply a common filter for the entire page of the Dashboard. Just like Widget Filter and Metric Filter, you can select the data field upon which the filter would act, however, in the case of Page Filters, the filter is applicable throughout the page.

5.1.1 Adding a Page Filter

The steps to adding a filter to the page are as follows:

Step 1: Go to the page on the Dashboard where you wish to apply a filter. Ensure that your dashboard is in Edit Mode.

Step 2: Click the Filter icon and click + Add Filters.

Step 3: Select the variable based on which you want to filter your data. A variable can be a survey question, combination variable, metadata, response status or derived variable.

Step 4: Click Create Filters once you have selected a variable along with all its options to include in the filters.

Step 5: Select the filter from the left-hand pane of the modal and select its options or search for options. The selected options will be used to filter on the data for that specific page.

NOTE: You can combine filters by selecting options from other variables added. You can create additional filters by clicking + Add Filters.

5.1.2 Managing Page Filters

The three options next to a filter are:

Global Filters: This allows you to implement the same filter throughout the entire dashboard, making it a global one.

Lock Filter: When enabled, this locks the current filters and restricts the ability to enable or disable to the administrator. This feature is useful when you share your dashboard data with your users.

Hide Filters: When enabled, your users won’t be able to view the filters applied on the dashboard. Filters are visible only to the admin; shared users see only the filtered data.

5.1.3 Deleting Page Filters

You can delete the filters you have added. On the Filters tab in your Dashboard, click the Remove button to remove the filter.

5.2 Global Filters

As demonstrated earlier, any page-level filter can be converted into a global filter by clicking the Globe icon besides a page filter. This is how it would look like if a filter is set as Global Filter.

5.3 Widget Filters

You are also able to apply filters on a widget-specific level. This will allow to decide which specific widgets to filter, providing a more granular control over filtering capabilities.

Here is how a widget appears if a widget filter is applied to it.

5.3.1 Creating a Widget Filter

Step 1: On Edit Mode, select a widget for which you want to apply a widget filter. Click the Edit icon.

Step 2: Click the Filters tab on the right-hand side.

Step 3: Click + Add Filters and select the variable on which you want to filter.

Step 4: Click Create Filters to save the filter once variable and its options are selected.

Step 5: Select the options on which you like to filter.

Enable Global Search: Enable / disable whether global filters are applicable to the data for the specified widget.

5.4 Metric Filters

You can add filters to values — known as Metric Filters. You have the option to add filters while adding values in a widget. This allows you to filter the data in the values.

For our better understanding, we will see a live dashboard and how its data sets change with a metric filter being applied. In the widget, you can see 5 top-performing branches with their average rating.

5.4.1 Creating a Metric with Filter

The steps to adding Metric Filters while creating a new widget are as follows:

Step 1: On Edit Mode, click the New Widget icon.

Step 2: Select the widget type and add relevant title and description.

Step 3: Click the + Add values to add a new metric to your widget.

Step 4: Select the function and variable on which you want to apply the function.

Step 5: Once you have selected the question, click the equation in the equation builder and select Show Metric Filters.

Step 6: Select the logic for the filter. In this case, the logic includes questions or custom data or embedded data. In case of questions, you can select the answer choices.

Step 7: Once you have selected the logic, click Save.

Step 8: Click Apply to add the metric value with the filter applied to the widget.

5.4.2 Adding Filter to Existing Metric

You can add a filter in an already added value by clicking on the edit button next to the added value for an existing widget and following steps mentioned in previous section.

5.4.3 Adding Multiple Condition Set

You can add multiple condition sets, allowing you to put more than one condition while applying a filter in a value.

Click Add Condition and make one more condition along with a logical operator (AND, OR).

5.5 Filter by Time Range

The Time Range filter option allows you to filter your data based on the time range. When applying the filter, you can choose between two options: Start Time and End Time.

Start time option allows you to select the time frame for when the survey was started. For example, if you select one week, response of every respondent who started the survey in the past one week is considered for the time range.

Similarly, End Time considers the time frame for when the survey was ended.

5.5.1 Adding a Time Range Filter

Time range filter is available across the three filter options. Although, with Page filters, you now get a quick option to add Time Range Filter.

For the other two options, go to the widget/metric on which you wish to apply time range filter and select Time Range in Metadata section while adding the filter.

5.5.2 Creating Custom Time Range

Although, when adding a Time Range filter, you get a lot of time range options to choose from, users can also set a custom time range. This allows them to select a time range between dates. They can then save the custom time range with a name for future reference. Users can also create multiple custom time range.

5.6 Pipe Filter in Widget Heading

Users can now use the piping feature in the widget heading. This feature comes in handy when the user wants to customize the widget to show data for a particular answer choice by selecting the one from the top.

5.6.1 Example of Piping in Widget Header

Example:
Suppose you have a widget that displays a Data Trends chart for all products purchased from the store. If there are five answer choices and you want to show data for each choice individually, you can use the piping feature in the widget heading. This feature allows users accessing the dashboard to toggle the data for each answer choice.

Note: For the piping feature to work, the widget must have a widget-level filter applied. This filter controls the data displayed in the widget. Ensure that a working widget-level filter is configured before using the piping feature.

The steps to add piping in the widget heading are as follows:

Step 1: In the widget, go to the Widget heading option and click Add Widget Heading and click the option to Insert Piping.

Step 2: Once you click Insert Piping, select the filter that you want to use. Filter is added to the widget heading. Click Create to save the changes.

6. Advanced Analytics

Advanced analytics allows you to filter, segment and segregate date for complex analytical insights. The functions that will be covering are Break By, Nested By and the numerous functions available for building metrics.

6.1 Break By

Break by feature allows you to break your singular data into multiple sets.

When you select a metric via Select Values, it creates the metric as a single unit depending upon the function you have used in the process.

However, if you wish to break the data into individual variables or break the data as per certain variables, you can use Break By functions. It allows you to classify your data as per selected variables.

6.1.1 When to Use Break By

The Break By feature is used to gain deeper insights into survey data. When a single-choice question is selected as a metric with Count as the function, the system initially shows the overall number of responses received for that question. However, this total does not reveal how the responses are distributed among the available answer choices.

By applying Break By, the data is automatically classified according to each answer option, allowing you to see the count and distribution of responses for every choice. This makes it easier to analyze patterns and understand respondent preferences in greater detail.

Click Break By, then select the question by which the data will be classified. In this case, we will select the same question. Then we will select the answer choices based on the classification.

6.1.2 Create a Break By

To add a break by function:

Step 1: After creating a widget and adding a value, click the + Break By Option and select the question

Step 2: Select the variable on which you want to break up your data. This can be a choice-based question, response metadata, combined or group variables.

Step 3: After selecting a variable along with its options on which you want to break by, click Save and now you would see the same data being classified into different sets.

6.1.3 Managing a Break By

When you apply a break by, you get some options to further manage and arrange your break by options. Click the three dots beside a break by to view its options.

· Delete: Allows you to delete the break by option

· Merge Options: Allows you to merge the options of the break by with each other. The options get merged if the names are similar. Merge Options is only visible if you have applied break by based on collector or survey.

· Sort Options: Allows you to sort and arranges the options of the break by. You can sort them based on the alphabet in either ascending order.

Once you have added a Break-by, you can see further customization options for each option of Break by

· Disable/Enable: Disable or enable break by using this button

· Drag: With the help of this button, you can move the individual option up and down the order.

6.2 Nested By

Once you have applied Break By on a Metric Data, you can perform further classification of the data using Nested By.

The Nested By feature provides an additional layer of classification to survey data, allowing you to see how responses are distributed across multiple dimensions.

6.2.1 Create a Nested By

Below are the steps to apply it on the dashboard:

Step 1: After applying a break by (refer to the previous section for break by), click + Nested By to add a Nested by logic.

Step 2: Select the dashboard variable on which you want to perform additional classification. This can be a question such as choice-based question, metadata, combined variable, group variable, collector type and survey type.

Step 3: Click Save once you have configured the variable along with its options on which you want to apply Nested By.

Step 4: The system will now display a second-level classification on the break by data.

6.2.2 Managing a Nested By

When you apply a nested by, you get some options to further manage and arrange your nested by options.

· Delete: Allows you to delete the nested by option

· Merge Options: Allows you to merge the options. Merge Options is only visible if you have applied nested by based on distribution channel or survey.

· Sort Options: Allows you to sort and arrange the options of the nested by. You can sort them based on the alphabet in either ascending order.

Once you have added a Nested By, you can see further customization options for each option of Nested by

· Disable/Enable: You can disable / enable the individual option of Nested By.

· Drag: Move the individual option up and down the order.

· Change Color: Click the color icon to modify the individual nested by color.

6.3 Metric Builder

When adding values to a widget, you use a combination of formulas along with dashboard variables to build a metric. The metric builder provides you with functions that help with aggregating and combining multiple variables or calculate formulas.

6.3.1 Creating a Metric

To access the metric builder:

Step 1: On Edit Mode, click the New Widget icon to start creating a widget.

Step 2: Select a widget type and click + Add values to start creating a metric.

Step 3: Use the available functions to aggregate values and use the variables to build metrics.

6.3.2 Types of Functions

SUM: Returns the addition of data sets within the bracket.

DIFF: Returns the difference between data sets in the bracket.

MULTIPLY: Returns the multiplication of the data sets present within the bracket.

DIVIDE: Returns the division of the data sets present within the bracket.

COUNT: Returns the total count of data sets present within the bracket.

SQRT: Returns the square root of data sets present within the bracket.

AVG: Returns the average of the data sets present within the bracket.

NPS: Calculates the Net Promoter Score for an NPS Question.

CSAT: Calculates the Customer Satisfaction Score for a Rating Question.

MAX: Returns the maximum figure of the data sets present within the bracket.

MIN: Returns the minimum figure of the data sets present within the bracket.

COUNTDISTINCT: Returns the total count of distinct values present within the variable in the bracket.

FLOOR: Returns the floor value when dividing two values.

CEIL: Returns the ceiling value when dividing two values.

EXISTS: Compares value and checks it against a variable to see if it exists within the variable.

NOTE: You can apply multiple functions at a time by framing a proper formula. The data variable must always be enclosed in brackets to ensure the formula is complete.

7. Widgets

Widgets overview page covers all the widget types available to users under the Dashboard creation section. The widgets help you present your survey data in visual form.

Xebo.ai offers you 19 different types of widgets. The widgets available are:

· Bar Chart

· Pie Chart

· Donut Chart

· Line Chart

· Area Graph

· Gauge Chart

· NPS Chart

· Data Trends

· Simple Table

· Response Table

· Image

· Video

· Rich Text

· Wordcloud

· CSAT Chart

· Multi CSAT Chart

· Text Genie Widgets

· SWOT Analysis

7.1 Bar Chart

A bar chart is used to presents categorical data with rectangular bars with heights or lengths proportional to the values that they represent. One axis in the chart shows the category or numerous fields and the other axis represents numerical data.

7.1.1 Use of Bar Chart

A bar chart is used when you want to show a distribution of data points or perform a comparison of metric values across different subgroups of your data. From a bar chart, we can see which groups are highest or most common, and how other groups compare against the others.

7.1.2 Bar Chart Customizations

With Xebo.ai, you get multiple designs, themes, and styles for the bar chart widget.

The options available are:

Widget Heading: You can add a widget heading that would appear on top of the widget. You can also insert piping using the Break by data. You can also pipe filter in the widget heading that can be seen on the Dashboard page. The widget heading allows you to give viewers an idea of what the widget depicts.

Widget Description: You can add a widget description that would appear on top of the widget. This allows you to mention details about the widget. You can make changes to alignment, text color, text size with the options available. The customizable options are:

· Bold: This allows you to make your text bold.

· Text size: Change the size of the text.

· Text Color: You can manage the color of the text.

· Alignment: Allows you to choose between three alignment options — Left, center and right.

· Insert Piping: Pipe information. The available options are total, month, widget-time-filter and global-time-filter. The total shows you the total count of the responses, month shows you the month of widget creation, widget time filter shows you the time as per the widget.

Show Number of Response: When enabled, the total number of responses is shown on the top left side of the widget.

Select Value: There are minor customization options available under each Metric that you have added.

· Change Color: Chane color of the data point for the metric.

· Rename: Rename the Metric.

· Duplicate: Duplicate the metric.

· Change Chart Type: The available options are Column, Spline, Line and Area. This feature is useful when you wish to add more than one metric in the widget and want each metric to be represented uniquely.

· Delete: Delete the metric.

Design: Manage the design of the Bar Chart. With Xebo.ai, you have the option to customize the designs of the widget. You can change the chart type, style, and design.

Type: Change the chart type. The available options are —

· Vertical — This is the default design of the widget with the vertical stripes depicting the data

· Vertically Stacked - Like the Vertical design, but when you apply nested by, the data for a single Break by field stacks on top of each other, whereas in the Vertical design, each nested data set appears side by side.

· 100% Vertically Stacked - This design stacks all bars to 100%, so every bar reaches maximum height regardless of count differences.

· Horizontal - This design displays bars horizontally and swaps the X and Y axes.

· Horizontal Stacked - Like the Horizontal design, but when you apply nested by, the data stacks within each bar instead of appearing side by side.

· 100% Horizontal Stacked - This design stacks all bars to 100%, so every bar reaches maximum height regardless of count differences.

· Radial – With this design, all the bars are shown in a radial chart. The longer the arc of the bar, the higher value it denotes.

Style: Customize the style of the bars. You can toggle between a thick bar or a thin bar.

Theme: You can toggle between different themes. You have a total of 6 available options, each changing the color of the bars. You may choose to inherit theme from page.

Limit: With this, you can set the limit of the number shown on the Y-axis. The minimum value allows you to set the minimum value for the data on the Y-axis whereas the Maximum allows you to set the maximum value.

Label: With this, you can manage the label of the data fields. These options help you customize the information shown regarding the data in the widget.

· Show Percent: When enabled, this would show the data in percentage. For example, if you have selected Count as the function and have two options with each having 100 as count, the data is shown as 50% for each bar.

· Show Count: When enabled, this would show the count data of each bar. This would show how many responses have the selected answer choice in them.

· Stack Percentage: Stack the percentage for each break by data. This is applicable when using Stack design for the bar chart. In such a case, you can see the percentage of each stack data with respect to the entire bar.

· Show Base: This shows you the base data for each bar. In the case of the widget, the base data is the total responses in the value field.

X-Axis: Manage the design for the X-axis.

· Show Axis: Enable or disable the X-axis line.

· Show Zero values: When enabled, this lets you view the data set with their values as zero. For example, if you have any answer choice with zero selection, it is shown on the graph too.

· Line Color: Change the color of the X-axis line.

· Title: Modify the name to the Axis. This allows you to properly mark what the axis signifies.

· Title Position: Modify the title position on the widget. You can toggle between the left, center, and right positions for the title.

· Label: Label shows you the details of the data sets on the X-axis. These labels show what these individual bars signify.

· Label Font Size: Change the size of the fonts of Label.

· Multi-line label: You can have labels in multiple lines. Use this when your labels have too many characters and it is being overlapped by the adjacent label. You can use this feature to show you labels in multiple lines.

· Label Position: Manage the position of the label.

· Grid Lines: Insert grid lines between two bars. This acts as a separator for two data sets.

Y-Axis: Manage the design for the Y-Axis

· Show Axis: Disable and enable the Y-axis line. When enabled it would show the Y-axis.

· Line Color: Change the color of the Y-axis line.

· Title: Add a name to the Axis. This helps signify what the Y-axis in the widget means.

· Title Color: Change the color of the title. Customize your visual for the widget.

· Label: Label shows you the details of the data sets on the Y-axis. You can enable the option to display or hide the labels on the Y-axis using this button.

· Label Font Size: Change the size of the fonts of Label as per your need.

· Label Position: Manage the position of the label. The available options are left aligned, center aligned or right side aligned.

· Grid Lines: Include a grid line between two data sets. For example, if your Y-axis has 0 to 10 as their labels, this will create a grid line for every number, making it easy to comprehend your bar’s data in relation to Y-axis.

· Show Base Grid Lines: Enable the base grid lines.

Show Legend: Legend refers to the metric details shown with the bar which indicate what the individual bar represents. For example, if you have Yes and No as two options, the legend is the detail which shows Yes and No and their respective color. You can toggle between four positions available — Top, Bottom, Left, and Right.

Tooltip: Tooltip refers to the information shown when you hover the cursor over the bar. There are further options available that can be enabled.

· Tooltip: You can enable or disable it with the button

· Show Percentage: Display the data of the bar in percentage when you hover over it.

· Show Count: View the count of the data in a particular bar when you hover over it.

· Show Base: Show base data in the bars. In the default case, it shows the total responses included in the value field.

· Stack Percentage: Show the stack percentage in each bar. This is best used with vertically stacked or horizontally stacked.

Others: There are other options available that can be customized.

· Transpose: With this, you can alter the data shown in your widget. Transpose means to change the order. If you have only Break by applied and you apply transpose, your data would become as one metric, stacked on top of each other. If you have Break By and Nested By both applied, the data will change its order. Your Break By data replaces with Nested By and vice versa. Below is an example of Transposed data with just only Break-By applied in the value. Both the options are stacked on top of each other. To create this type of stack, you need to have Vertically Stacked as your Chart Type.

· Show in Percentage: When enabled, you see the data in percentage form. This is useful when you want a percentage representation of the data.

· Rotated Axis: You can interchange both axes with this button. Once you use this, your X-axis becomes Y-axis and vice-versa.

· Decimal Places: You can select how many decimal places will be shown in the data

· Sort Fields: You can sort the fields in the widget in terms of the order in which they would appear. You have the option of ascending, descending, and no sorting.

· Limit Fields: Limit how many fields are shown in the graph. Zero would mean all the fields.

· Start Offset: The number you select here indicates the number of bars removed from the X-axis. If you select 2, 2 bars are removed from the start.

· End Offset: This works similarly to the previous option. The only difference is that the number you select here reflects in the bars being removed from the right side of the X-axis. If you select 2, two bars from the end are removed.

· Cut-Off Threshold: This allows you to set a threshold for the data on the Y-axis. The bar with data that crosses the threshold is shown and the ones below that won’t be shown.

· Minimum Responses: Set the minimum response and any bar with fewer data won’t be reflected.

· Club Options: Club all the answer choices under a single bar.

· Hide in Mobile View: Hide the widget in the Mobile view.

7.2 Pie Chart

Pie Chart is a circular statistical graphic. It is divided into slices to show the numerical proportion of all the answer choices.

Each individual slice in the pie represents an individual data set and a representation of its value in respect to the whole.

7.2.1 Use of Pie Chart

Pie charts make sense to show a parts-to-whole relationship for categorical or nominal data. The slices in the pie typically represent percentages of the total. With categorical data, the sample is often divided into groups, and the responses have a defined order.

You can use a pie chart when you wish to show the comparison between individual data set with respect to the whole (100%).

For example, if you have a question asking for gender and you have two answer choices — Male and Female, you can use a pie chart to show how individual data set stack against the whole.

7.2.2 Pie Chart Customizations

The options available are:

Widget Heading: You can add a widget heading that would appear on top of the widget. You can also insert piping using the Break by data. You can also pipe filter the widget heading that can be seen on the Dashboard page. The widget heading allows you to give viewers an idea of what the widget depicts.

· Bold: Turn the widget text to bold.

· Text size: Change the size of the text.

· Text Color: Manage the color of the text.

· Alignment: Choose between three alignment options — Left, center, and right.

· Insert Piping: Pipe information. The available options are total, month, widget-time-filter, and global-time-filter. The total shows you the total count of the responses, month shows you the month of widget creation, widget time filter shows you the time as per the widget.

Show Number of Response: When enabled, this shows the total number of responses on the top left side of the widget.

Sub-option of Select Value: There are minor customization options available under each Metric that you have added.

· Rename: Rename the Metric.

· Duplicate: Duplicate the metric.

· Delete: Delete the metric.

Theme: Under the Designs section, you can toggle between different themes. You can choose from the 6 available options or inherit theme from page.

Label: With this, you can manage the label of the data fields. These options help you customize the information shown regarding the data in the widget.

· Show Zero Value: View the data sets which has zero as their value. For example, if you have one data field which has zero as its value, usually you would want to hide it from your pie chart. Enabling this will allow you to view zero values.

· Label Positions: Change the position of labels. You can either place them in a circle or outside.

· Show Percent: With this, you can choose to show the data of your individual slice in percentage.

· Show Count: With this, you can show the count data for each individual pie slice.

· Label Decorations: With this, you can manage the look of labels. You can make the Label text Bold, Centre aligned, and Italic.

Show Legend: Legend refers to the metric details shown within the pie. For example, if you have Yes and No as two options, the legend is the detail that shows Yes and No and their respective color. You can toggle between four positions available — Top, Bottom, Left, and Right.

Tooltip: Tooltip refers to the information shown when you hover the cursor over the pie. There are further options available that can be enabled.

· Tooltip: You can enable or disable it with the button.

· Show Percentage: View the data of the slice in percentage when you hover over it.

· Show Count: View the data of the slice in count when you hover over it.

Others: There are other options available that can be customized.

· Decimal Places: You can select how many decimal places will be shown in the data

· Sort Fields: You can sort the fields in the widget with respect to their order of appearance. You have the option of ascending, descending, and no sorting.

7.3 Donut Chart

The donut chart is a circular statistical graphic, like the pie chart. It is divided into slices to show the numerical proportion of all the answer choices. With Xebo.ai, you get multiple designs, themes, and styles for the Donut chart widget.

7.3.1 Use of Donut Chart

Donut charts are used to show the proportions of categorical data, with the size of each piece representing the proportion of each category.

The donut chart is like the pie chart, except in the Donut chart the center portion of the circle is hollow.

The individual slice in the donut chart signifies the proportion of the individual data set stacked against the whole (100%).

For example, if you have a question asking for respondent’s purpose of visit and you have three four choices, you can use a donut chart to showcase your data as to how each option is in proportion to the whole.

7.3.2 Donut Chart Customizations

The options available are:

The customizable options are:

· Bold: This allows you to make your text bold,

· Text size: You can change the size of the text.

· Text Color: You can manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

Show Number of Response: Show the total number of responses on the top left side of the widget.

Sub-option of Select Value: There are minor customization options available under each Metric that you have added.

· Rename: Rename the metric.

· Duplicate: Duplicate the metric.

· Delete: Delete the metric.

Designs: Manage the design of the Donut Chart. You can change the chart type, style and design.

· Style: Change the style of the donut chart. You can toggle between Full donut, half donut, thin donut and polar donut.

· Theme: You can toggle between different themes. There is a total of 6 theme options available, including the option to inherit theme from page.

Label: With this, you can manage the label of the data fields. These options help you customize the information shown regarding the data in the widget.

· Show Zero Value: Display the answer choices with values as zero. For example, if you have a data field that has its value as zero, it is usually not shown in the widget. Enable this to show zero values for data fields on the chart.

· Label Positions: Change the position of labels. You can either place them in a circle or outside.

· Show Percent: View the data of the individual slice in terms of percentage.

· Show Count: View the count data of individual slices.

· Label Decorations: With this, you can manage the look of labels. You can make your text Bold, Center aligned, and Italic.

Show Legend: Legend refers to the metric details shown with the bar which indicate what the individual bar represents. For example, if you have Yes and No as two options, the legend is the detail that shows Yes and No and their respective color. You can toggle between four positions available — Top, Bottom, Left, and Right.

Tooltip: Tooltip refers to the information shown when you hover the cursor over the Donut. There are further options available that can be enabled.

· Tooltip: You can enable or disable it with the button

· Show Percentage: You can enable the percentage view when you drag the cursor on the Donut

· Show Count: You can enable the count view when you drag the cursor on the Donut

Others: There are other options available that can be customized.

· Decimal Places: You can select how many decimal places will be shown in the data

· Sort Fields: You can sort the fields in the widget with respect to their order of appearance. You have the option of ascending, descending, and no sorting.

7.4 Line Graph

A line graph is a type of chart used to show information that changes over time. It uses a linear line to showcase different data points across a two-axis graph. A line graph is best used to showcase trajectory over numerous individual data sets.

7.4.1 Use of Line Graph

Line graphs are used to track changes over short and long periods of time. When changes are smaller, line graphs are preferable to bar graphs. When you have numerous data set across the chart, a line graph traces the data sets and creates a line through the data set to showcase a trajectory.

Let’s say you want to show the monthly trend of overall satisfaction; you can use Line Graph to show you data sets across a two-axis chart.

7.4.2 Line Graph Customizations

There are numerous features available for you to customize your line graph.

The options available are:

· Bold: This allows you to make your text bold.

· Text size: Change the size of the text.

· Text Color: Manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

Show Number of Response: Show the total number of responses on the top left side of the widget.

A screen shot of a graph AI-generated content may be incorrect.

Sub-option of Select Value: There are minor customization options available under each Metric that you have added.

· Change Color: Change the color of the data point for the metric.

· Rename: Rename the Metric.

· Duplicate: Duplicate the metric.

· Delete: Delete the metric.

Designs: Manage the design of the Line Graph. You can change the graph type, style, and design.

· Style: In this, you can toggle between different types of styles available. The two available options are line and spline. The difference between them is that while line refers to a graph with straight lines and sharp edges, spline has slight curves at edges when tracing the data on a graph. Below is an example of a spline type of Line Graph.

· Theme: You can toggle between different themes.

Label: With this, you can manage the label of the data fields. These options help you customize the information shown regarding the data in the widget.

· Show Zero Value: Display the answer choices with values as zero. Usually, such data sets are hidden but if you wish to show zero value data sets on your graph, you can enable it from here.

· Show Percent: When enabled, this would show the data sets in percentage.

· Show Count: When enabled, this would show the count data for each data set.

X-Axis: Manage the design for the X-axis.

· Show Axis: Disable and enable the X-axis line.

· Line Color: Change the color of the X-axis line, making it customizable as per your design.

· Title: Provide the title of the X-Axis. This helps in making it clear what the axis signifies.

· Title Color: Change the color of the title of the X-axis.

· Title Position: You can toggle between the left, center, and right positions for the title.

· Label: Label shows you the details of the data sets on the X-axis. You can enable it to be shown while disabling it would hide the Labels for the X-axis.

· Show Ticks: Ticks are the separator between two data points on the axis. You can enable or disable this using the option

Y-Axis: Manage the design for the Y-Axis.

· Show Axis: Disable and enable the Y-axis line.

· Line Color: Change the color of the Y-axis line, making it more adaptive to your design needs.

· Title: Provide the title name of the Y-axis, making it clearer what the axis signifies.

· Title Color: Change the color of the title.

· Label: Label shows you the details of the data sets on the Y-axis. You can choose to show the details by enabling it and hide it by disabling it.

· Label Position: Manage the position of the label.

· Grid Lines: Insert a grid line between two points with respect to the Y-axis. This allows you to measure your data across the coordinates easily.

· Show Ticks: Ticks are the separator between two data points on the axis. You can enable or disable this using the option

Show Legend: Legend refers to the metric details shown with the bar which indicate what the individual bar represents. For example, if you have Yes and No as two options, the legend is the detail that shows Yes and No and their respective color. You can toggle between four positions available — Top, Bottom, Left, and Right.

Others: There are other options available that can be customized.

· Show in Percentage: When enabled, you see the data in percentage form. Useful when you want a percentage representation of the data.

· Decimal Places: You can select how many decimal places will be shown in the data

· Limit Fields: Limit the number of fields to be shown in the graph. Zero would mean all the fields.

· Start Offset: Select the number of data points to remove from the X-axis. If you select 2 then two data points are removed from the start.

· End Offset: This works similarly to the previous option. The only difference is that the number you select here are reflected in the data points being removed from the right side of the X-axis. If you select 2, two data points from the end are removed.

· Cut-Off Threshold: This allows you to set a threshold for the data on the Y-axis. The data point with data that crosses the threshold are shown and the ones below that won’t be shown.

7.5 Area Graph

An area graph is a type of chart used to show information that changes over time. Area Graph is based on Line graph with the only difference being that area under the lines are filled in Area Graph.

7.5.1 Use of Area Graph

Area graphs can be effective for showing the rise and fall of various data series over time.

Let’s say you want to show the overall satisfaction across a monthly trend; you may use an Area Graph to show it.

7.5.2 Area Graph Customizations

There are numerous features available for you to customize your area graph. The options available are:

· Bold: This allows you to make your text bold.

· Text size: You can change the size of the text using.

· Text Color: You can manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

Show Number of Response: Show the total number of responses on the top left side of the widget.

Sub-option of Select Value: There are minor customization options available under each Metric that you have added.

· Change Color: Change the color of the data point for the metric.

· Rename: Rename the Metric.

· Duplicate: Duplicate the metric.

· Delete: Delete the metric.

Designs: Manage the design of the Area Graph. You can change the graph type, style, and design.

· Style: In this, you can toggle between different types of styles available. The available options are sharp edges and rounded edges.

· Theme: You can toggle between different themes. There is a total of 6 options available, with each changing the color of the graph including inherit theme from page.

Label: With this, you can manage the label of the data fields. These options help you customize the information shown regarding the data in the widget.

· Show Zero Value: Display answer choices with values as zero. Usually, the data sets with zero value are hidden but you can enable it to be shown.

· Show Percent: Display the individual data set in percentage.

· Show Count: Show the count data of the individual data set.

X-Axis: Manage the design for the X-axis

· Show Axis: Disable and enable the X-axis line

· Line Color: Change the color of the X-axis line as per your design requirements

· Title: Provide a title for the x-axis. This allows you to clearly state what the axis signifies

· Title Color: Change the color of the title of the X-axis

· Title Position: You can toggle between the left, center, and right positions for the title of the Axis

· Label: Label shows you the details of the data sets on the X-axis. You can enable and disable it from here.

· Show Ticks: Ticks are the separator between two data points on the axis. You can enable or disable this using the option

Y-Axis: Manage the design for the Y-Axis

· Show Axis: Disable and enable the Y-axis line

· Line Color: Change the color of the X-axis line as per your design needs

· Title: Provide a title for the y-axis. signifying what the axis represents

· Title Color: Change the color of the title

· Label: Label shows you the details of the data sets on the Y-axis.

· Label Position: Manage the position of the label. The available options are — right, left and center

· Grid Lines: Insert a grid line between two data sets. For example, if your Y-axis has 0 to 10 as its labels, this creates a grid line for every number, making it easy to comprehend your bar’s data in relation to Y-axis.

· Show Ticks: Ticks are the separator between two data points on the axis. You can enable or disable this using the option

Others: There are other options available that can be customized.

· Show in Percentage: When enabled, you see the data in percentage form. Useful when you want a percentage representation of the data.

· Decimal Places: You can select how many decimal places will be shown in the data

· Limit Fields: Limit the number of fields to be shown in the graph. Zero would mean all the fields.

· Start Offset: Select the number of data points removed from the X-axis. If you select 2 then two data points are removed from the start.

· End Offset: This works similarly to the previous option. The only difference is that the number you select here is reflected in the data points being removed from the right side of the X-axis. If you select 2, two data points from the end are removed.

· Cut-Off Threshold: This allows you to set a threshold for the data on the Y-axis. The data point with data that crosses the threshold are shown and the ones below that won’t be shown.

7.6 Gauge Chart

The gauge chart is like Pie Chart and Donut Chart. It uses a needle to indicate the data point. It shows the maximum, the minimum, and the present value of the data being analyzed.

A gauge chart is a type of data visualization often used to display a single data value with a quantitative context. With a shape that resembles a speedometer, this chart aims to track the progress of a KPI.

7.6.1 Use of Gauge Chart

It is important to consider that this type of visualization is mostly used to display one single value. The popular use of this chart is for target metrics. Using them in this context will help you understand the performance of a specific KPI based on a target you pre-defined.

For example, if you wish to display the overall visit experience rating given to you by your customers on a scale of 1-4, you can use a gauge chart to show the result.

7.6.2 Gauge Chart Customizations

There are many features available to customize the gauge chart widget in your dashboard. The options available are:

Widget Heading: You can add a widget heading that would appear on top of the widget. You can also insert piping using the Break by data. The widget heading allows you to give viewers an idea of what the widget depicts.

· Bold: This allows you to make your text bold.

· Text size: You can change the size of the text.

· Text Color: You can manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

Show Number of Response: Show the total number of responses on the top left side of the widget.

Select Comparison: Shows you the change in the data over a selected period. This is helpful in tracking the change of data over a period, hence giving us comparative data. However, the data shown in the comparison is depicted in percentage. So, if you witness a 20% change in data, it depicts that it has witnessed a change of 20% of the last data set.

Designs: Manage the design of the Bar Chart. With Xebo.ai, you have the option to customize the designs of the widget. You can change the chart type, style, and design.

· Style: Toggle between different style options of gauge chart available. There are a total of 5 style options available.

Limit: With this, you can set the limit of the gauge chart. You can set a maximum and minimum limit for the chart. This would determine the maximum and minimum value shown on the gauge.

Label: With this, you can manage the label of the data fields. These options help you customize the information shown regarding the data in the widget.

Decimal Places: Set the number of decimal places allowed in your data point.

7.5.3 Speed Gauge 2 Chart

If you have selected Speed Gauge 2 from the Style option, you further get the option to customize the color and range. Customize the color for a separate range. You can change the range, and it can be set with a negative value too.

To customize the colors and range, click Range & Color.

7.7 NPS (Net Promoter Score) Chart

NPS Chart is used to create a widget based on your NPS question in the survey. NPS chart widget arranges the survey data in an NPS question with customization options available.

With a dedicated NPS widget, users can directly showcase their NPS question data with NPS Widget.

7.7.1 Use of NPS Chart

As the name suggests, this chart type is dedicated to showcasing NPS question data. With this widget type, users have the option to showcase their Net Promoter Score in various styles, including circular and horizontal scales.

If you have an NPS question in your survey, you can directly select that question for the widget, and it would show you the NPS data.

7.7.2 NPS Chart Customizations

The features available are:

· Bold: This allows you to make your text bold.

· Text size: You can change the size of the text.

· Text Color: You can manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

Show Number of Response: Show the total number of responses on the top left side of the widget.

Select Comparison: Display change in the data over a selected period. This is helpful in tracking the change of data over a period, hence giving us comparative data. However, the data shown in the comparison is depicted in percentage. So, if you witness a 20% change in data, it depicts that it has witnessed a change of 20% of the last data set.

Designs: Manage the design of the Gauge Chart. You can change the chart type, style, and design.

· Style: Toggle between different style options of gauge chart available. There are four NPS scales available in the style section.

Limit: With this, you can set the limit of the NPS chart. You can set a maximum and minimum limit for the chart. The minimum defines the minimum number acceptable on the chart while the maximum would set the maximum data number allowed on the chart.

Label: With this, you can manage the label of the data fields. These options help you customize the information shown regarding the data in the widget.

Decimal Places: Set the number of decimal places allowed in your data point.

7.7.3 Multi NPS Widget

You now have the option to add multiple NPS in a single widget. This is useful in the case you have a Multi NPS question type or wish to depict two NPS in a single widget.

To display two NPS values, add a second metric in the Select Value section.

7.8 Data Trends

Data Trends widget is used to show the data trend in your survey result. Data trends track the collective data to show a trend in the result, giving us a prediction of where the data leads us to.

7.8.1 Use of Data Trends

Data trends are used to showcase the change in data sets over a period. Let’s say you want to analyze your rating or NPS for a particular parameter over three months to analyze the change in data, you can use a Data trends chart to showcase your data.

For example, you have calculated overall visit experience across Branch, Call Centre and Digital Banking. Now you want to see the change in NPS over a period of three months or more, you can use Data trends to do that.

7.8.2 Data Trends Customizations

There are few customizable options available:

· Bold: This allows you to make your text bold.

· Text size: You can change the size of the text.

· Text Color: You can manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

Show Number of Response: Show the total number of responses on the top left side of the widget.

Sub-option of Select Value: There are minor customization options available under each Metric that you have added.

· Change Color: Change color of the data point for the metric.

· Rename: Rename the Metric.

· Duplicate: Duplicate the metric.

· Delete: Delete the metric.

Trend Options: Customize your data trend chart using numerous available options:

· Chart Type: Select a chart type. The options available are — Line, Area, Spline, Area Spline, Bar. Line Chart would just show the lines on a 2D graph while Area chart shades the portion below the line. You can also use Spline, which is like a line graph, but the edges are curved.

· Group By: Group your data based on the different time periods. You can select between a day to 6 months.

· Starting Offset: The number you select here defines the number of data points removed from the X-axis. If you select 2, 2 data points are removed from the start.

· Rolling Data: Rolling data adds the previous data with the current data to show a sum. For example, if you have data trends of 7 days and have added 1 as the value for rolling data, it will add one previous value to the current value.

· Exclude Time Interval: Exclude a particular time interval from your data point. For example, if you have selected 6 months’ period and wish to omit a particular month, you can select the month and the data for that period won’t reflect in the data trends chart.

· Navigator: Display or hide the navigator bar under the data trends chart

· Scroll Bar: Display or hide the scroll bar in the navigator.

Designs: Manage the design of the Gauge Chart. You can change the chart type, style, and design.

· Theme: Toggle between different themes options of the trends chart available. There are a total of 6 options available.

Limit: This allows you to decide the maximum and minimum value that is shown on the Y-axis of the trends chart. By default, it is set at zero and the maximum value that any individual data set has.

X-Axis: Manage the design for the X-axis

· Show Axis: Disable and enable the X-axis line.

· Line Color: Change the color of the X-axis line as per your design need.

· Title: Add a title for the x-axis, which would make it easier to comprehend what the axis signifies.

· Title Position: You can toggle between the left, center, and right positions for the title.

· Grid Lines: Insert a grid line between two bars. It would make it easier to separate two or more data sets on the widget.

· Show Ticks: Show or hide the tick, which separates different data points on the axis.

Y-Axis: Manage the design for the Y-Axis

· Show Axis: Disable and enable the Y-axis line.

· Line Color: Change the color of the X-axis line as per your design need.

· Title: Add a title for the Y-axis which would make it easier to comprehend what data type the axis signifies.

· Label Position: Manage the position of the label.

· Grid Lines: Insert a grid line between two data sets. For example, if your Y-axis has 0 to 10 as its labels, this will create a grid line for every number, making it easy to comprehend your bar’s data in relation to Y-axis.

· Show Ticks: Show or disable the tick, which separates different data points on the axis

Tooltip: Tooltip refers to the information shown when you hover the cursor over the bar. You can toggle it off or on.

Others: There are other options available that can be customized.

· Labels: Shows the value of each data set on the chart

· Decimal Places: You can select how many decimal places will be shown in the data

7.9 Simple Table

The simple table widget allows you to create a table as a widget. You can customize the table to create complex matrices, add multiple value, columns and rows to depict your survey data in a tabular manner.

7.9.1 Use of Simple Table

The primary use of a Simple table is to showcase informative data in tabular format. In this, you can have a static row displaying the information heading and a second row showing the value.

Below is an example of a Simple table:

7.9.2 Simple Table Customizations

You can customize the widget with these available options:

· Bold: This allows you to make your text bold.

· Text size: You can change the size of the text.

· Text Color: You can manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

Show Number of Response: Show the total number of responses on the top left side of the widget.

Add Static Row: Add a static row that can have one or more predefined values. Click the button and add the number you wish to add to the row. You can separate the number for each row with a comma.

Designs: Manage the design of the Table. With Xebo.ai, you have the option to customize the designs of the widget.

· Theme: You can toggle between different themes. There is a total of 6 available options.

Row: Manage your rows in the table

· Header: Add a header for the top left section that houses data points. This would help you signify what the column stands for.

· Row Percentage: Shows all the data in a percentage format. This includes the static row and the row with the data.

· Percentage Base: Toggle between count and metric based.

· Color Palette: Change the color of the row as per your design need.

· Highlight Top Score: Show the top score in the value row/s. You can add the number of top scores show by changing the number. So, if you have set the number at two, it would highlight the top two scorers for each column.

· Scores Color Palette: Change the color for the top scores shown. Click the plus sign to assign different colors to different scores.

Columns: This allows you to customize the columns in your chart

· Header: Change the header for your column

· Color Palette: Change the color of your column

· Highlight Top Score: Show the top score in the columns. You can add the number of top scores show by changing the number.

· Scores Color Palette: Change the color for the top scores shown. Click the plus sign to assign different colors to different scores

Others: There are many other options available:

· Transpose: With this, you can alter the data shown in your widget. Transpose means to change the order. If you have only Break by applied and you apply transpose, your data changes the position. Earlier what housed in the first row is now in the first column and vice versa, changing the axis of both the field indicators. So, if your table was 4×5, it would now be 5×4.

· Hide left Title: Hide the left row completely.

· Decimal Places: You can select how many decimal places will be shown in the data.

· Highlight Negative Value: Highlight all the negative values in the table. You can change the color of the highlighter.

· Minimum Responses: set the minimum response and any bar with fewer data won’t be reflected.

7.9.3 Break By on Simple Table

When applying a break by in the Simple Trends table, you get some options that are limited to the widget type. The two major options are

· Multi Sort: Change the sorting order of the matrix. You can create deeper levels and alter the sort order based on your requirement.

· Hide Edata: Hide the Embedded data in the table. This is exclusive to Simple Table.

7.10 Response Table

Response Table widget is used to show the survey response for a particular question/ combination variable.

This widget is used when you wish to show the survey response in a widget. Once you select the data field in the widget, it shows you all the responses for the question/variable in a tabular manner.

7.10.1 Use of Response Table

The primary use of the Response Table is to showcase all the responses for a particular question in a tabular manner.

Below is an example of a response table:

7.10.2 Response Table Customization

You can further customize the widget with these available options:

· Bold: This allows you to make your text bold.

· Text size: You can change the size of the text.

· Text Color: You can manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

Show Number of Response: Show the total number of responses on the top left side of the widget.

Sub-option of Select Value: There are minor customization options available under each Metric that you have added.

· Rename: Rename the Metric.

· Duplicate: Duplicate the metric.

· Delete: Delete the metric.

Designs: Manage the design of the table. With Xebo.ai, you have the option to customize the designs of the widget. You can change the theme.

· Theme: You can toggle between different themes. There is a total of 6 theme options available for the widget including the ability to inherit from page.

Row: Manage your rows in the table.

· Color Palette: Change the color of the row

Columns: Customize the columns in your chart

· Color Palette: Change the color of your column

Others: There are many other options available, this allows you to manage them.

· Hide left Title: Hide the left row completely. Once you do that, you will only be shown the answers in the right column.

· Blank Entry Text: Show the text for the blank entries. This comes in handy for those responses where there are no answers. In such a case, this blank entry text would replace the blank entry.

· Long Text: include the long text answers in your table. This is useful when the question or the variable consists of a long text question type. Enable this to show the entire long text response.

7.11 Image Widget

Image widget is used to upload an image to your dashboard. This is used to customize your widget as per your design requirements to make it more visually interactive. You can add images, customize the widget to match the look and feel of your brand.

7.11.1 Use of Image Widget

The primary use of the Image widget is to add an image to the Dashboard to make it visually more interactive. Brands and businesses use this feature to make the dashboard in sync with their brand design.

7.11.2 Image Widget Customization

The customizable options available are:

Select Image Source: You can upload an image via your image library or by uploading from your device.

Options: Customize the way the image appears

· Image: Adjust the way the image appears. You can select Fill or Center

· Position: Manage the position of the image — Fit or Stretch

· Hide in Mobile View: hide the image in the mobile view of the dashboard.

7.12 Video Widget

Video widget is used to upload a video to your dashboard. This is used to customize your widget as per your design requirements to make it more visually interactive. You can add videos, customize the widget to add tutorials, help videos and demonstrations.

7.12.1 Use of Video Widget

The primary use of the video widget is to add an image to the Dashboard to make it visually more interactive. Brands and businesses use this feature to make the dashboard informative by including tutorials, help videos or demonstrations.

7.12.2 Video Widget Customization

The customizable options available are:

Hide in Mobile View: hide the image in the mobile view of the dashboard.

7.13 Rich Text Widget

Rich Text widget is used to create a document file in your dashboard. You can create a widget that would show the texts you wish to add to your dashboard. Creating a rich-text widget is like creating a word file.

7.13.1 Use of Rich Text

A rich text widget is primarily used to display information in a designed format. Below is an example of a rich-text widget in making where information is displayed in a designed format by the user.

7.13.2 Rich Text Customizations

There are several customization options available:

Others: There are other options available that can be customized.

· Number Format: Specify the format to use for numbers between Indian and International formats.

· Decimal Places: You can select how many decimal places will be shown in the data

· Background Color: Change the background color of the widget

· Hide in Mobile View: Hide the widget in the mobile view.

7.13.3 Rich Text Preview Box

Customize and preview your rich text box. There are multiple options available that we will explore in this section.

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File: This would allow you to add a new document, preview your document, and print it.

Edit: Edit option allows you to edit your document. The available options are Undo, Redo, Cut, Copy, Paste, Paste as text, Select All, Find and Replace.

View: Just as the name suggests, this allows you to view the document in different modes. The available options are Visual aids, Fullscreen mode, and preview mode.

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Insert: Insert certain elements into your document

· Insert/edit image: You can add an image or edit the existing image in the document.

· Link: You can insert a link in your document by adding a hyperlink.

· Insert/edit video: You can add a video and edit an existing video using this section.

· Table: You can add a table to your rich text using this feature. You can select the matrix for the table and add data to it.

· Special Character: Add a special character to your text.

· Horizontal Line: You can add a horizontal line to your document.

· Page Break: Just like a word file, you can add a page break to your document.

· Anchor: You can anchor a text.

· Insert Date Time: You can insert date or time or both.

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Format: You can add format to your text using the options available under the Format. The available options are:

· Bold

· Italic

· Underline

· Strikethrough

· Superscript

· Subscript

· Code: You can insert HTML code to your text.

· Blocks: Manage the headings and subheadings of your text using the options available.

· Align: You can align your text using one of the four options available.

· Clear Formatting: Removes all the formatting from your text.

Table: You can manage or add a new table. You can further add or remove rows and columns and merge cells.

Piping: In the rich text box, you get the option to pipe Value fields, current date, and current time. This allows you to include these data in your Word document without having to manually enter it.

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7.14 Wordcloud

Wordcloud helps you perform the sentiment analysis on your survey data. With this widget, you are shown the wordcloud which indicates the keywords used by respondents in the survey.

Apart from that, you are also given a table that shows all the individual responses.

7.14.1 Use of Wordcloud

Wordcloud comes in handy when you want to perform sentiment analysis to gauge the sentiment of your customers by identifying keywords.

For example, if you have conducted a survey about company feedback, you can use wordcloud to identify the words your customers are using to describe you.

7.14.2 Creating a Wordcloud Widget

Step 1: On Edit Mode, click the Add Widget button.

Step 2: From the widget selection, click Wordcloud.

Step 3: Click + Add Values to add an open-ended question.

Step 4: Use the SENTIMENT function and select an appropriate open text response variable from the list. You may select a combination variable which consists of multiple open-ended questions as dashboard variables for analyzing multiple questions in a single Wordcloud widget.

Step 5: Once configured, click Apply to save the value.

7.14.3 Wordcloud Customizations

While Wordcloud is designed to detect words on its own, you can merge two or more words to create a new word for the wordcloud. You can also exclude certain words that won’t be shown in the wordcloud. Wordcloud provides you an insight into the minds of your customers and the sentiments they display for your brand/product/service.

You can customize the widget with few customizable options available:

Widget Heading: You can add a widget heading that would appear on top of the widget. You can also insert piping using the Break by data. You can also pipe filters in the widget heading that can be seen on the Dashboard page. The widget heading allows you to give viewers an idea of what the widget depicts.

· Bold: This allows you to make your text bold.

· Text size: You can change the size of the text.

· Text Color: You can manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

Show number of records: show the count of records over the widget.

Text Analysis Table: Customize the text analysis table.

· Allow Search: enable the search option in the table that would allow you to search for particular words.

· Allow Filters: enable the filter options that would further help customize the data in the widget.

· Show Meta: Show metadata data, leading you back to the question from where you got the data. Add a button in the table section for each response.

· Color: It changes the color of the text of the Analysis table

· Show Edata List: Once you have enabled Show Meta, this becomes available. Once enabled, you can see the meta data (if available) alongside the individual responses. This is shown under the individual statement in the table. In this case, we have selected the region as meta data to be shown

Designs: Manage the design of the widget. With Xebo.ai, you have the option to customize the designs of the widget.

· Style: In this, you can toggle between different styles. In wordcloud, you are provided with just two options.

Basic Configuration: Customize the word cloud words.

· Custom Words: Set a defined number of words shown in the wordcloud.

· Show Ticket: Displays if any ticket is generated against a particular word in the wordcloud.

· Show As Percent: Displays the percentage of the number of words in comparison to the total volume.

· Show as: toggle between showing just the table, word cloud, or both.

Merge Words: add multiple words together to create one word using tags. To merge words:

Exclude Words: exclude certain words from your word cloud.

7.14.4 Wordcloud Style 1

In the Wordcloud widget, we have two style options to choose from. While we have shown Style 2 above, we will now see the features available to us in Style 1.

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In addition to the above customizations, the Wordcloud Style 1 offers these additional configurations:

Colors: Change the display color for the three sentiment options — Positive, Negative, Neutral.

Orientations: Change the orientation of the sentiment words.

· No of Orientations:

· Min Orientation Angle

· Max Orientation Angle

· Exclude Words

7.14.5 Merging Words in Wordcloud

With word cloud, you can merge two or more words to create a new custom word. This feature is available under the Merge Words section. Once you have clicked on it, a popup would open that would show you all the keywords. Enter the tag at the top and select the words you wish to merge. The tag is the reference name to identify the merged word. Once you have added multiple words, click Save to save the new merged word.

7.14.6 Analyzing a Wordcloud Widget

Once a Wordcloud widget is created, the user can view the keywords that are populated in the widget. Each keyword has the following attributes:

· The size of the keyword represents the volume of responses, with bigger keywords being part of a larger number of open-ended responses. To view full statistics, user can hover on the keyword to view additional details.

· User can use the Search functionality to search for responses based on the keywords present in them.

· The Sentiment Filter can be used to preview keywords and view open ended responses specific to the selected Sentiment. The options available are Positive, Negative, Mixed and No Opinion.

7.15 CSAT Widget

CSAT widget tells you about the customer satisfaction levels. This widget uses the data from your rating questions or graphical rating questions and depicts the data in terms of customer satisfaction level based on the rating your customers have given to you.

7.15.1 Use of CSAT Widget

CSAT widget is used when you want to measure the customer satisfaction level. Like you have a dedicated NPS question for the NPS widget, you can assign a graphical rating question for the CSAT widget.

In the survey, you can ask your customers something like, “How satisfied are you with our service/product?” and you can ask them to rate on a scale of 1-5. With the help of the CSAT widget, you can calculate your CSAT score.

7.15.2 CSAT Widget Customization

The options available are:

Widget Heading: You can add a widget heading that would appear on top of the widget. You can also insert piping using the Break by data.

· Bold: This allows you to make your text bold.

· Text size: You can change the size of the text.

· Text Color: You can manage the color of the text.

· Alignment: Choose between three alignment options — Left, center and right.

· Insert Piping: Pipe information. The available options are total, month, widget-time-filter, and global-time-filter. The total shows you the total count of the responses, the month shows you the month of widget creation, widget time filter shows you the time as per the widget.

Show Number of Response: Show the total number of responses on the top left side of the widget.

Sub-option of Select Value: There are minor customization options available under each Metric that you have added.

· Rename: Rename the Metric.

· Delete: Delete the metric.

Designs: Manage the design of the Bar Chart. With Xebo.ai, you have the option to customize the designs of the widget. You can change the chart type, style, and design.

· Style: Change the chart type. The available options are — Circular Scale, Horizontal Scale and Numeric Scale.

· Theme: Change the theme of the NPS widget. You have an option to inherit the theme from the Dashboard page or select the 5 preset options available.

· Range and Color: You can assign a range to your scale and assign a different color to each range. This helps in easy reading of the scale. This is only available if you have a circular scale selected as style.

Limit: You can set the maximum limit of the scale.

Label: With this, you can manage the label of the data fields. These options help you customize the information shown regarding the data in the widget.

X-Axis: Manage the design for the X-axis.

· Label: You can change the color of the label data shown in the widget. This refers to the color of the text alongside the 5 individual scale indicators.

Others: Manage the addition widget settings. The available options are:

· Decimal Places: Select how many decimal places will be shown in the data

· Custom Colors: When enabled, you can assign a custom color palette to each individual 5 scores.

7.15.3 Multi CSAT Chart

If you wish to include multiple CSAT scores inside a single widget, you can use the Multi CSAT Chart. This allows you to add multiple CSAT values to your widget.

Below is an example of a Multi CSAT widget:

Select Computation: Configure what needs to be shown in the Multi CSAT widget. You can select between CSAT Breakdown and CSAT Score. Please note that the CSAT Score is calculated based on the top-2 boxes methodology.

7.16 Text Genie Widgets

Dashboards allow you to include certain widgets from your Text Genie projects created on your account. The benefit of including Text Genie widgets in your dashboard is that you can unify feedback from advanced text analytics and include it with your dashboard widgets.

7.16.1 Creating a Text Genie Widget

Step 1: In the widget type section, select one of the available Text Genie widgets.

Step 2: Choose a project from which you want to import the specific component of Text Genie and click Save & Continue.

Step 3: Click Create to add the Text Genie widget to your dashboard.

7.16.2 Types of Text Genie Widgets

· Text Genie Sentiment Trends - Visualizes overall sentiment changes over time using trend charts, helping track whether sentiment is improving or declining.

Group 1, Grouped object

· Text Genie Theme Sentiment Trends - Breaks down sentiment by specific themes (e.g., "Staff Quality," "Cleanliness"), showing how sentiment for each theme evolves independently.

Group 1, Grouped object

· Text Genie Browse Theme - Provides an interactive interface to explore specific themes and read associated customer feedback excerpts, enabling detailed investigation.

A screenshot of a computer AI-generated content may be incorrect.

· Text Genie Word Cloud - Displays words sized by frequency, giving an intuitive at-a-glance view of the most discussed themes in feedback.

A screenshot of a computer AI-generated content may be incorrect.

· Text Genie Feedback - Shows actual verbatim customer feedback excerpts filtered by sentiment or theme, providing authentic customer voice.

· Text Genie Theme Card - Displays individual theme metrics in card-based format, ideal for comparing themes and executive summaries. Provides a glimpse on issues, actionable and dominant segments.