Let's take a look at creating your first chart in a workspace in four easy steps.
This Guide consists of:
Creating your first chart in 4 easy steps
Step 1: Give your chart a title and description
When you create a chart, you will be asked to give the chart a name (140 characters, mandatory) and a description (140 characters, not mandatory). We would advise you to think about a short title that quickly sums up what you are visualizing and use the description to provide more detail so that your colleagues are clear about what data you are visualizing in your chart. Don’t worry if you’re not sure what to call your chart, because both the name and description are editable:
Step 2: Select the data you want to visualize in your chart
Next step is that you’ll need to choose the data based on the question type that you want to visualize in your chart. For this example, let's take a look at visualizing data from our NPS questions by creating an NPS-chart. For now, it's only possible to select NPS, as shown below:
Step 3: Select the questions that you want to visualize in your chart
Then, you will need to select the NPS-questions of each of the relevant forms in your workspace that you want to visualize in your chart. Now, let's say your workspace contains seven forms. But within seven forms, there are only two NPS-questions that you want to visualize in your chart. You then select the two relevant forms containing the NPS-questions that you want to visualize, as shown below:
Step 4: Choose your visualization options
After this step, it's time to think about your Visualization options. If you want, you can just select “Create Chart” and come back to your visualization options later. If we continue with our NPS chart example, you can only select Trend-line, to represent your data overtime. There are also a few other display options, as highlighted below:
About the Display options:
- The first option provides each question with its own trendline on the chart.
- The second option will merge each question together to create an average NPS trendline, plus allow you to see the breakdown of NPS across detractors, passive and promoters when hovering over each data point.
- Check this box when you want to see a line plotted based on the average NPS from the merge results.
- The fourth option allows you to show an area of margin of error on your chart.
Note: The margin of error represents the maximum amount by which the sample results are expected to differ from those of the actual population. It takes into consideration the amount of feedback items collected in each data point and how much they differ from each other to estimate with a 95% confidence interval what the real NPS score would be if you’d have asked the whole population.
The less feedback items you have for a data point, the larger the area the margin of error will be represented on the chart. The more feedback items you have for a data point, the smaller the area the margin of error will be represented on the chart.
We do not provide a margin of error for data points that have less than 30 feedback items.
Now, click on 'Create Chart' and see the magic happen!
Below, you can see an example of a chart in a workspace we already created. It's a workspace called 'Domain based feedback, biweekly' with 5 Forms and a chart called 'NPS domain comparison' with 4 NPS-questions. A lot of things are self-explanatory, but let's deep-dive in what we're seeing here, spread out over a couple of images. Let’s start with an image of the entire chart and then deep-dive into specific parts:
1. The title of the workspace we created.
2. The date filter: either select a custom range or one a predefined range by clicking on this filter.
3. The form filter: you can choose to filter your entire workspace on specific forms by selecting or de-selecting forms.
1. The chart we're currently viewing.
2. Trend-lines of the 5 NPS-questions, the merged results of these 5 questions and the margin of error.
3. Hover over your questions and see the specific question highlighted in the chart. Here, you can also toggle the different options. You can also select to hide the questions, margin of error or merged results hide by toggling the relevant option on or off.
1. Breakdown of the Detractors, Passives and Promoters of the merged results of that specific day. In this example, we're looking at the 4th of May 2019. You can also hover over the other trend-lines to get more information about the data of specific questions on specific dates.
2. Here, we see the average of the NPS-data of the period we're viewing (in this case -40) and the percent change (in this case an increase of 10%) compared to the previous period. Let's say you're looking at the last 30 days directly up to today. The percentage change would then compare the last 30 days to the previous 30 days before that and measure the difference between the two, to determine the percentage change.
Editing your chart
Tip: Both administrators and users are able to edit and delete any chart within a workspace they have access to.
- Click on the three dots to edit the chart name or description. This will take you back to the relevant step within the chart creation wizard:
- If you want to change the questions that appear in your chart choose the “Edit data” option. This will take you back to the relevant step within the chart creation wizard.
- If you want to edit the visualization default options then you can select “Edit visualization” and you will be taken back to the relevant step within the chart creation wizard.
- If you want to delete your chart then select “Delete chart”. You will be asked if you want to perform this action. NOTE: If you delete a chart, it will then be removed from that workspace. So it will also be deleted for everyone else who also has access to that workspace.
Tip: If you have any questions, you can always reach out to Support to discuss your Usabilla Workspaces queries.