Custom Metrics in Dashboards

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Questions and Answers

Within the Qualtrics CX Dashboards environment, if a custom metric's equation is flagged as invalid due to the presence of a red triangle alert, which of the following represents the most probable underlying cause, assuming all mapped fields are validated?

  • The custom metric attempts to reference metadata attributes of the dataset (e.g., data quality scores, processing timestamps) instead of quantifiable field values.
  • The equation contains an unsupported recursive function or an unoptimized series of iterative calculations that exceed the system's computational threshold.
  • The dashboard's data mapping has become desynchronized with the underlying data source schema, leading to type mismatch errors during equation evaluation.
  • The equation includes syntactical errors such as adjacent metrics lacking mathematical operators or the inclusion of unsupported mathematical constants. (correct)

In the context of Qualtrics CX Dashboards, what is the implication of enabling the 'Ignore Breakouts' option during the configuration of a custom metric, particularly when applied to a dataset segmented by distinct demographic cohorts?

  • It enforces a stratified sampling approach, ensuring each demographic cohort is proportionally represented in the custom metric's calculation, mitigating potential bias from uneven sample sizes.
  • It decouples the custom metric calculation from any applied dashboard filters, ensuring the metric reflects the entire dataset's aggregate behavior irrespective of user-defined segmentation.
  • It calculates the metric based on the total number of responses across all cohorts, disregarding cohort-specific segmentations, which is beneficial for deriving overall percentage-of-total metrics. (correct)
  • It dynamically adjusts the weighting of each response based on its associated cohort size, effectively normalizing the influence of smaller cohorts and amplifying the contributions of larger ones.

When implementing a Subset Ratio metric within Qualtrics CX Dashboards, particularly for Brand Experience (BX) projects, what specific condition must be satisfied regarding the compatibility of numerator and denominator fields to ensure accurate ratio computation?

  • Both the numerator and denominator fields must originate from the same question within the survey instrument to maintain referential integrity and avoid spurious correlations.
  • Both the numerator and denominator fields must be numeric or have numeric recode values, accommodating numeric values, number sets, text sets, and multi-answer text sets recoded as numeric. (correct)
  • The numerator field must be a multi-select question type, allowing respondents to choose multiple options, while the denominator field must be a single-select question type representing total awareness.
  • The denominator field must represent a statistically significant subset of the numerator field to adhere to principles of proportional representation and minimize potential inflation of the ratio.

In the context of Qualtrics CX Dashboards, how do custom metric filters interact with page-level and widget-level filters, and what implications does this interaction have on data analysis?

<p>Custom metric filters operate independently, overriding both page-level and widget-level filters, allowing analysts to isolate specific data segments irrespective of broader dashboard settings. (A)</p> Signup and view all the answers

When configuring a Subset Ratio metric within Qualtrics CX Dashboards for a Brand Experience project analyzing imagery attributes, what is the most critical consideration for selecting the denominator field and its data?

<p>The denominator field should represent the total number of people aware of the brand, and the data chosen should align with the same brands selected in the numerator, enabling accurate proportion calculation. (B)</p> Signup and view all the answers

Within the Qualtrics ecosystem, if a user duplicates a CX Dashboard containing numerous custom metrics, what is the expected behavior concerning the availability and functionality of these metrics in the newly created dashboard?

<p>The custom metrics are duplicated along with the dashboard structure, remaining confined to the new dashboard and its copies, thus preserving their definitions and calculations without affecting other dashboards. (B)</p> Signup and view all the answers

Given a scenario where a Qualtrics user intends to visualize the proportion of customers who attribute a specific sentiment (e.g., 'trustworthy') to a brand within a CX Dashboard, which methodological approach offers the most direct and computationally efficient means of achieving this objective?

<p>Leveraging a subset ratio metric to directly represent the proportion of respondents associating the specified sentiment with the brand, using sentiment mentions as the numerator and total respondents as the denominator. (D)</p> Signup and view all the answers

When transitioning from legacy Qualtrics survey projects to CX Dashboards, what critical step must be undertaken to ensure custom metrics referencing survey questions maintain data integrity and analytical coherence?

<p>Re-establish the mapping between survey questions and corresponding fields within the CX Dashboard environment, validating data types and ensuring alignment with the new schema to preserve metric accuracy. (B)</p> Signup and view all the answers

Within the Qualtrics CX Dashboard environment, how does the system manage and interpret null or missing values when calculating custom metrics, particularly those involving arithmetic operations (e.g., division) that could result in undefined results or skewed outputs?

<p>The system propagates null or missing values through the calculation, resulting in a null or missing value for the custom metric, effectively excluding the affected responses from the analysis. (A)</p> Signup and view all the answers

In the context of a Qualtrics program encompassing both CX and EX Dashboards, what inherent limitation exists regarding the portability of custom metrics between these distinct dashboard environments, and what strategies can be employed to mitigate this constraint?

<p>Custom metrics are inherently bound to the data schemas of their respective dashboard types (CX or EX), necessitating a manual re-creation and validation process when migrating metrics across environments, which can be expedited through scripting. (D)</p> Signup and view all the answers

Flashcards

Custom Metrics

Custom metrics allow you to build equations using one or more data fields within a dashboard to create a single, combined metric.

Creating Custom Metric

To start creating a custom metric, navigate to dashboard settings, then Custom metrics, and click 'Add custom metric'.

Building Metric Equation

When building a custom metric equation, start with an existing field from your dataset by clicking 'Metric'. A count metric is added by default.

Ignore Breakouts

Ignore Breakouts calculates the metric relative to the total responses rather than responses for a particular breakout, useful for percent of total metrics.

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Adding Metric to Widget

To add a custom metric to a widget, enter the widget editing pane and click the 'Add' button in the 'Metrics' section. Then select your custom metric.

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Subset Ratio Metric

Subset ratio metrics display a proportion of values, such as in line, bar, or table widgets, useful in Brand Experience dashboards to reduce load times.

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Subset Ratio Calculation

The subset ratio metric calculates (Item 1 count) / (Item 2 count), where each item is independent. Useful for calculating proportions.

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Adding Subset Ratio Metric

To add a subset ratio metric, edit a widget, add a metric, and choose 'Subset Ratio'. Then select the numerator and denominator fields and data.

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Editing Metric Options

Rename metric labels, change the format (number, percent, currency), adjust decimal places, or add filters in the Options tab in the widget editing pane.

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Custom Metric Filters

Custom metric filters override both page level and widget filters, ensuring the custom filter is always applied.

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Study Notes

  • Custom metrics involve building equations based on data fields in a dashboard, allowing you to create single metrics by pulling data from various fields.
  • Custom metrics are specific to the dashboard they are created in and its copies, not project-wide.

Feature Availability

  • Custom metrics are available in CX, 360, and BX Dashboards, as well as Candidate Experience Programs.

Creating a Custom Metric

  • Navigate to dashboard settings by clicking the gear icon and go to Custom Metrics to add a custom metric.
  • Enter a Metric label to recognize the custom metric.
  • Click the Equation box to build the metric's equation, typically starting with an existing field from the dataset by clicking Metric.
  • A count metric is added by default; change it via the Metric dropdown menu.
  • Do not select Subset Ratio from the Metric dropdown when creating a Custom Metric.
  • Select the correct Field for the custom metric if required.
  • Filter the metric by switching to the Filters tab.
  • Click Save to add selected metric.
  • Use mathematical functions and metrics when building the custom metric, and click Save to complete the equation.
  • A red triangle with an exclamation point indicates an invalid equation due to unnecessary mathematical functions or adjacent metrics without separation.

Ignore Breakouts

  • Enable Ignore Breakouts to calculate the metric relative to the total responses, instead of responses for a breakout.

Adding a Custom Metric to a Widget

  • Enter the widget editing pane by creating a new widget or editing an existing one.
  • Click the Add button in the Metrics section of the widget editing pane.
  • By default, the metric will be count.
  • Select the Metric dropdown, hover over Custom metrics, and choose the custom metric.

Subset Ratio Metric

  • Subset ratio metrics are recommended for displaying proportions in line, bar, or table widgets, especially in Brand Experience dashboards, to help reduce load times.
  • Subset ratios function as (Item 1 count) / (Item 2 count), where Item 2 does not automatically tie Item 1 to the proportion.
  • When reporting on imagery attributes in line and bar charts, the base size needs to be set to the number of people who are aware of the brand.
  • The numerator and denominator fields must be numeric or have numeric recode values.
  • Text iQ fields mapped as text sets are not compatible with this metric, because they don't have numeric recode values.

Adding a Subset Ratio Metric to a Widget

  • In the widget editing pane, click the Add button in the Metrics section.
  • Under Metric, choose Subset Ratio.
  • Select a Numerator Field with present values.
  • Choose Numerator Field Data with specific answer choices.
  • Select a Denominator Field with total values.
  • Choose Denominator Field Data, ensuring the same brands match the numerator values.
  • For table widgets, adjust the Decimal Places in the Options menu.

Compatible Widgets

  • Line
  • Vertical bar
  • Horizontal bar
  • Table
  • Number chart
  • Donut / pie chart
  • Gauge chart
  • Breakdown tables, multiple source tables, and key drivers are incompatible with custom metrics.

Editing a metric On a Widget

  • Click to edit the widget.
  • Click on the custom metric in the Metrics section of the widget editing pane.
  • Rename the metric in the Metric tab.
  • Change the format (number, percent, or currency) and decimal places in the Options tab.
  • Add a filter in the Filters tab.
  • Custom metric filters override both page-level and widget filters.

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