Analytics Studio is an advanced analytics workspace where you can create and share custom dashboards for your listening events and use Perceptyx analytics models to explore insights in your comments data. You can use the power and flexibility of Analytics Studio to streamline independent data analysis and make informed, data-driven decisions for taking action and driving improvements.


Note: Analytics Studio is available for all Administrator and Creator users.


This article walks through:


Access Analytics Studio

You can access Analytics Studio from the Manage Surveys page for a specific listening event. 

  1. In the navigation bar, click Surveys.

The Manage Surveys page appears.


  1. Find the listening event you want to work with, then click Analytics Studio.

Tip: Use the Search box at the top of Manage Surveys page to quickly find a specific survey.

Analytics Studio opens and displays a workspace in which you can create up to five dashboards for the survey. 



When you first access Analytics Studio, the Create New Dashboard workspace displays by default. This is your canvas for quickly creating a custom dashboard. 



The Analytics Studio page is divided into four main areas:

  • Side Navigation Panel
    Easily switch between dashboards or access the Comment Analysis tool. You can expand or collapse the side panel by clicking the Expand icon or the Collapse icon.

  • Formatting Bar
    Enable dashboard editing, add widgets, clear formatting, and save your new dashboard.

  • Dashboard Workspace
    Add and customize the widgets you want to include in your dashboard. When you first access Analytics Studio, it defaults to the Create a New Dashboard workspace.

  • Comment Analysis
    Analyze your data and apply filters to identify recurring themes in comments and understand the sentiments and intents behind them.



Create a New Dashboard

Create your dashboard by adding and positioning widgets for easy viewing and customizing their settings to display the information you want to see. You can create up to five dashboards with a maximum of 20 widgets per dashboard. And of course, if you decide you no longer need a widget, you can easily remove it. 


Note: To prevent widgets from overlapping, we recommend disabling browser plugins, particularly if you are using the Chrome browser.


Access the Dashboard Builder

  1. Navigate to Analytics Studio or if in another area of Analytics Studio, click +Create New Dashboard.

Note: When you first access Analytics Studio, it defaults to the Create a New Dashboard workspace. Once in Analytics Studio you can navigate back to the Create New Dashboard area by clicking + Create New Dashboard in the side navigation panel.

The Create New Dashboard page displays.



Add Widgets to Dashboards

  1. Click Add Widgets in the formatting bar.

The Add Widgets dialog box appears.


  1. Click Add+ for each widget you want to add. 

The selected widgets display in the Additional widgets section of the dialog box.


  1. Click Save and Close. 

The selected widgets display on your dashboard.



Edit the Dashboard Layout

You can reorganize the widgets in your dashboard to highlight the information you want to view at a glance.

  1. Click Edit Layout in the formatting bar to toggle the option on.

The dashboard widgets display dotted outlines, indicating they can be repositioned.


  1. Drag and drop the widgets to your preferred locations in the workspace.

  2. Click Edit Layout to toggle the option off.

The dotted lines disappear and the widgets are set in place.


Customize a Widget

Every widget has settings you can customize so it displays precisely the information you want to see. Customization options vary by widget type; however, all widgets have two categories of settings you can modify: Customizations and Data Category. 


The following example is for the Favorability by Question widget. The settings are displayed on the left and the arrows show where specific options are seen in the widget.


  1. Navigate to the widget you want to customize.

  2. Click the 3 dots (upper right), then select Settings.

The customization options for the widget appear.

  1. Specify your customization options.

  2. Click Save and Close.


Remove a Widget

  1. Navigate to the widget you want to remove.

  2. Click the 3 dots (upper right), then select Remove.


Save Your Dashboard

When you are ready, save your dashboard to access in the future. Once saved, your dashboard appears in the side navigation panel.

  1. Click Save As in the formatting bar.

The Saving Your Dashboard dialog box appears.


  1. Display the Icon drop down list, then select an icon to display next to the dashboard name in the side navigation panel. If you don’t want to use an icon, leave the default selection as None.

  2. In the Title text box, type a name for the dashboard, then click Save and Close.



Edit a Saved Dashboard

Saving a dashboard gives it a name and preserves your selections and customizations. You can easily edit any of your dashboards at any time.


  1. In the side navigation panel, click the name of the dashboard you want to edit.

  2. After the dashboard has loaded, click Edit Dashboard in the formatting bar.

  3. Make your changes, then click Save.

Tip: Remember, if you want to reposition widgets, click Edit Layout.



Export a Dashboard

You can share dashboards by exporting them to PDF format and sending them to others. Use this feature to share insights with others and promote collaborative decision making. 

  1. In the side navigation panel, click the name of the dashboard you want to export.

  2. Click Export PDF (upper right).

The Export to PDF dialog box appears.


  1. Click Confirm to export the dashboard.

The PDF file saves to your Downloads folder.



Manage Filters: Apply, Remove, & Delete

Filters help you refine the scope of your survey results so you can focus on what is most important - for example, areas that need action or that have particularly positive results that can help you understand what is working well. Filters are cumulative, allowing you to quickly narrow down your results. 


The filter options available to you are based on the demographic information your organization provides to Perceptyx and your role-based access permissions. 


You create and apply filters using the Add Filter dialog box, from which you can select a category and specific options.



In the example above, the filter shows data only for respondents in North America and Latin America. You can select multiple categories and options to further refine the filter. For example, you can select the Division category and select Manufacturing so the filter shows data only for respondents in the Manufacturing division in North America and Latin America.


Applied filters display at the top of the workspace.        

            


You can:

  • Hover over a filter to display its options. 

  • Save a filter.

  • Click X to remove a filter.


Apply a Filter

  1. Click Filter Content (upper right) to display the Add Filter dialog box.

  2. Click a filter category to display its options.

  3. Select the category options to include in the filter, then click Apply to close the options box.

    1. Repeat for all filter categories you want to apply.

  4. Click Close to close the Add Filter dialog box.

The dashboard updates to display the data with the filter(s) applied. The filter name(s) display at the top of the dashboard.


Save a Filter

When you save a filter, you can apply it as needed in any of the dashboards you create for the survey you are working on.

  1. Complete the first four steps for applying a filter (as described above).

  2. Click Save Filter (upper right).

The dialog box expands to show a Save Filter text box.


  1. In the Save Filter text box, type a name for the filter.

  2. Click Save to save the filter.

Note: You can access saved filters by clicking the Saved Filters tab in the Add Filter dialog box.

  1. Click Close.


Remove a Filter

  1. At the top of the workspace, click X for the filter you want to remove.



Delete a Dashboard

If you no longer need a dashboard, you can delete it. 

  1. Expand the side navigation panel to display your dashboards.

  2. In My Dashboards, click the dashboard you want to delete.

  3. Click Delete Dashboard. (upper right)

The Delete Dashboard dialog box displays, prompting you to confirm the deletion.

  1. Click Yes Delete This Dashboard.



Use the Comment Analysis Tool

The Comment Analysis tool puts our AI-powered theme, sentiment, and intent analytics models at your fingertips to help you discover actionable insights from what is often a vast amount of comment data. You can efficiently analyze your data and apply filters to identify recurring themes in comments and understand the sentiments and intents behind them. 



The Comment Analysis workspace is divided into four main sections: 

  • Question & Comment Menu: Select the survey question for which you want to view and analyze comment data.

  • Themes List: View the number of comments and percentage of comments tied to each theme associated with the selected question. 

  • Theme Detail: View theme details, including a breakdown of percentages by intent and sentiment, the top five subthemes, or a wordcloud.

  • Themed Comments: View verbatim comments by theme and filter them by intent, sentiment, or subtheme. 


Access Comment Analysis

  1. Navigate to Analytics Studio.

  2. Expand the side navigation panel, then click Comment Analysis.

Select a Question

  1. Click the drop down arrow in the Question & Comment menu.

A list of the open-ended questions from the survey appears.

  1. Select a question.


View Theme Details and Comments

  1. In the Themes List, click the name of the theme for which you want to view information.

The information in the Theme Detail and Themed Comments sections updates to reflect the data for the selected theme. An example is shown below for the Culture theme.



Filter Themed Comments

You can easily filter the Themed Comments section by intents breakdown, sentiment breakdown, or subtheme. Filtering this way helps you narrow the scope of the comments to respondents who expressed specific intents (e.g., needs and concerns), specific sentiments (positive, neutral, or negative), or one of the top five subthemes.


Applied filters display at the top of the Themed Comments section. You can remove a filter by clicking X.

  1. Filter by:

    1. Intents Breakdown: Click the segment of the Intents Breakdown pie chart by which you want to filter.

The Themed Comments section updates to show only the comments associated with the selected intent.

  1. Sentiment Breakdown: Click the segment of the Sentiment Breakdown pie chart by which you want to filter.

The Themed Comments section updates to show only the comments associated with the selected sentiment.

  1. Subtheme: In the Top 5 Subthemes section, click the subtheme by which you want to filter.

The Themed Comments section updates to show only the comments associated with the selected subtheme.


View a Wordcloud 

  1. In the Theme Details section, click Wordcloud.

A wordcloud for the selected theme displays, color-coded to show sentiment. 

2. Click a word or phrase in the wordcloud to display its associated comments in the Themed Comments section.



Coming Soon

The ability to create cross-survey projects and add widgets for multiple surveys to the dashboard.