Getting Started

Start here and get a general overview of what the software does and how it works so you can get going. Start with watching all of the videos in the Getting Started section to see how the software works.

Getting Started: https://vizualsurvey.helpscoutdocs.com/article/61-getting-started

Upload and Prep Data

Zip Code Question Type – If you asked any open-ended or single one type question asking for a Zip Code then select the Zip Code Question Type and the dashboard will show a Map instead of a list of Zip Codes.

New Question # – Each New Question #  will be a separate question/chart in the dashboard. Most question types will have 1 column per question but some question types such as Multiple Choice, Matrix and Ranking will have multiple columns for one question. In this case, you will have to group all of those columns together by giving it the same New Question #.

Video Time
Qualtric Question Type
VizualSurvey Question Type
New Question Number
Notes

Matrix Table Likert

Single Response Matrix

Grouped

Constant Sum/Matrix Constant Sum

Numeric

Single

If you want each of your option to have its own chart then give it its own New Question number and in the abbreviation and final question text just put the option at the end, each will be its own question essentially.

Rank Order

Ranking

Grouped

Side by Side

Matrix of Dropdown Menus

Grouped

For the side by side, if you want to see them all in one view you can give all of the rows the same New Question number and then select Matrix of Dropdown Menu

Side by Side

Single Response Matrix

Grouped

For the side by side, if you want to see them one at a time and as a percent of total stacked bar chart, you can give each of your options its own New Question Number and select Single Response Matrix. You will have to put the name option you had in the columns of the matrix at the end of the question and abbreviation since this will be its own question.

Multiple Choice, One Answer

Single Response

Single

Multiple Choice, Multiple Answer

Multiple Choice

Grouped

Other Specify Option or Text/Form

Textbox

Grouped

Clean Data

Abbreviations – Make sure to not put the same exact abbreviation on any 2 questions. If you use an abbreviation once you can not use it again.

Matrix Column Order – Matrix Column Order is required but not Matrix Row Order.

How Next/Save Affects Final Question and Abbreviation -If you leave Final Question and/or Abbreviation blank then the first column header value at the top will be put in these columns if you hit next /save/previous without entering a value in the field(s). If you enter the Final Question Text and not the Abbreviation it will place the Final Question text in the Abbreviation field. If you enter the Abbreviation Text and not the Final Question text it will place the first column header as the Final Question text.

Video Time
VizualSurvey Question Type
Notes

Single Response Matrix

Will need to remove the question text from the Matrix Row.

Matrix of Dropdown Menus

Will need to remove the question text from the Matrix Row.

Connecting to Dashboard Template

Customizing Dashboard Template

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