Chart Wizard - Adding Charts to a report

Getting Started

• Left Panel: Available Metrics (questions, contact variables, time, and usage data)
• Center Panel: Chart Configuration (where you build your chart)
• Right Panel: Live Preview (see your chart in real-time)

Understanding Available Metrics

Survey Questions

• All questions from your selected campaign
• Includes multiple choice, ratings, matrix, text responses, and more
• The number shown indicates how many questions match your search

Time & Date

• Time metric for analyzing trends over time periods
• Can be grouped by day, week, month, quarter, or year

Contact Variables (CCVs)

• Custom data fields associated with respondents
• Useful for demographic analysis and segmentation
• Examples: department, region, role, or any custom field you've defined

Usage & Engagement

• Campaign usage statistics
• Response rates and completion metrics
• Helpful for analyzing participation patterns

Building Your Chart: Step-by-Step

Step 1: Drag Metrics to Chart Fields

• This determines WHAT you're measuring
• Drag questions or metrics here that you want to analyze
• Examples:

• A rating question to show average satisfaction
• A multiple choice question to show response counts
• Two metrics to create a comparison chart

• Aggregation: Click the three-dot menu on each metric to choose how to aggregate data:

• Count: Total number of responses
• Sum: Add up all values
• Average: Calculate mean value
• Min/Max: Show minimum or maximum values

• Chart Type (for Mixed charts): Click the chart icon to select a specific chart type for this metric

• This determines HOW data is organized
• Common uses:

• Add a question to compare different answer choices
• Add "Time" to see trends over time
• Add a contact variable to segment by demographics

• Time Trend: If using Time metric, choose grouping (Day, Week, Month, Quarter, Year)
• Click the three-dot menu to change settings or remove

• Add a Contact Variable to create grouped/segmented views
• Perfect for comparing data across departments, regions, or other demographics
• Filter Values: Click the filter icon to select specific values to include

Step 2: Select Visual Type

• Bar Chart: Horizontal bars, great for comparing categories
• Column Chart: Vertical bars, ideal for showing data over time
• Line Chart: Connected lines, best for trends and time series
• Area Chart: Filled line chart, shows volume over time
• Stacked Column: Multiple metrics stacked on top of each other
• Pie Chart: Circular chart showing proportions (best for choice questions)
• Gauge: Speedometer-style display for rating questions
• Heatmap: Color-coded grid, ideal for matrix questions
• Mixed: Combine different chart types for multiple metrics
• NPS: Net Promoter Score visualization (for NPS rating questions)

• Text Table: Display all text responses in a sortable table
• Summary: AI-generated summary of all text responses
• Keyword Sentiment: Analyze keywords with sentiment scores (requires NLP)
• Entity Sentiment: Identify and analyze entities (people, places, organizations) with sentiment
• Entity Type Sentiment: Group entities by type with sentiment analysis

Step 3: Configure Advanced Options (If Available)

• Set the word limit (50-1000 words) for Minder AI-generated summaries
• Click "Generate Preview" to create the summary

• Click the filter icon on grouped metrics
• Select/deselect specific values you want to include
• Useful for focusing on specific segments

Understanding the Preview

• Real-time Updates: Chart updates automatically as you make changes
• Fullscreen Mode: Click the fullscreen icon for a larger view
• Chart Information: Scroll down to see detailed configuration info

• Empty: "Configure your chart to see a preview" - add metrics to start
• Loading: Chart is being generated
• Active: Your chart is displayed with real data
• Error: Configuration issue detected - check validation messages

Smart Features & Helpers

• Matrix questions → Recommends Heatmap
• Text questions → Suggests Text Table, Summary, or NLP charts
• Rating questions → Warns against Pie charts, suggests Gauge or Bar
• Missing required fields → Shows what's needed

• Index numbers (1, 2): Order of Y-axis metrics
• Chart Type: Shows selected visualization for each metric
• Aggregation: Displays how data is calculated (Count, Average, etc.)
• NPS: Indicates Net Promoter Score questions
• Text: Marks text/comment questions

• Clear: Click the "Clear" button to reset all chart configuration
• Remove: Use three-dot menus to remove individual metrics
• Reorder: Drag metrics within Y-axis to change order

Saving Your Chart

1. Review the Chart Information section at the bottom of the preview
2. Check that all metrics and settings are correct
3. Click "Add" (or "Update" if editing) in the bottom-right corner
4. Your chart will be added to your insights dashboard
5. Click "Cancel" to close without saving

Tips for Best Results

• Use Bar/Column for comparisons
• Use Line/Area for trends over time
• Use Pie for simple proportions (avoid for ratings)
• Use Heatmap for matrix questions
• Use Gauge for single rating values
• Use Mixed when combining different data types

• Start simple with one Y-axis metric and one X-axis metric
• Add grouping only after you understand the basic pattern
• Use Time on X-axis to spot trends
• Use Contact Variables for demographic breakdowns

• Use Text Table to read individual responses
• Use Summary for quick AI-generated insights
• Use NLP charts if your text questions have NLP enabled
• Set appropriate word limits for summaries (150-300 words is typical)

• Charts with too many data points may load slowly
• Use date ranges or filters to limit data volume
• Mixed charts with many metrics may take longer to render

Common Chart Configurations

• Y-Axis: Any question with Count aggregation
• X-Axis: Time (set to "Month")
• Chart Type: Line or Area

• Y-Axis: Rating question with Average aggregation
• X-Axis: Department (contact variable)
• Chart Type: Column or Bar

• Y-Axis: Two different rating questions
• X-Axis: (leave empty or use Time)
• Chart Type: Mixed (assign different types to each metric)

• Y-Axis: Matrix question
• X-Axis: (optional)
• Chart Type: Heatmap

• Y-Axis: Comment/text question
• Chart Type: Summary
• Configure word limit and generate preview

Troubleshooting

• You need at least one Y-axis metric to generate a chart
• Add a metric from the left panel to Y-axis

• The metrics you selected may not be compatible
• Try different metric combinations or chart types

• Check that your metrics have data
• Verify aggregation settings are appropriate
• Try a different chart type

• Make sure you selected Text Table, Summary, or NLP chart types
• Other chart types cannot visualize text responses

• Maximum is 2 metrics per chart
• Remove one metric before adding another, or use summary statistics

Need More Help?

• The campaign you're visualizing
• The metrics you're trying to use
• The chart type you selected
• A screenshot of the error or unexpected result
• What you're trying to accomplish